HomeMy WebLinkAbout03-1044PETITION LETTERS OF ADMINISTRATION
Estate of William L. Vogel, Sr.
No.
also known as To:
Social Security No. 187-20-7522
Deceased.
Register of Wills for the
County of Cumberland
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
in the
Your petitioner(s), who is/are 18 years of age or older, applies
for letters of administration
on the estate of
(d.b.n.; pendente lite; durante absentia; durante minoritate)
the above decedent.
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
his last family or principal residence at 109 Amy Drive, Carlisle, Cumberland County, PA
(list street, number and municipality)
Decendent, then ..76 years of age, died December 12, , 19.2003 ~,
at
Decendent at death owned property with estimated values as folllows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not ddmiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania ~ ~.~ .
situated as follows: gLO.5' f_~Oo~g 7dd0~_ l .l~ .
$0
Petitioner
the following spouse (if any) and heirs:
Name
Donna K. Koenig
after a proper search has
Relationship
Daughter 1203 Harvest View Lane
Duncansville, PA 16635
William L. Vogel, Jr. Son 2916 Eucalyptus Avenue
Long Beach, CA 90806
ascertained that decedent left no will and was survived by
Residence
THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the
appropriate form to the undersigned.
Donna K. Koenig
1203 Harvest View Lane
Duncansville, PA 16635
OATH OF PERSONAL REPRESENTATIVE,
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF C.mberla.d
The petitioner(s) above-named swear(s) or af£u'm(s).that the
statements in the foregoing petition are true and correct to the best
of the knowledge and belief of petitioner(s) and that as personal
representative(s) of the above decedent petitioner(s) will well and
truly administer the estate according to law. ' ,,,
· before me this 18th -- __ day of [ Donna K. Koenig~_.-
;q December ,2003 19 [ ~ -
Donna M. Otto, 1st Deputy R~i~¢r [ ~~
No.. 21-2003-1044
Estate. of WILLIAM L. VOGEL, SR.
, Deceased
GRANT OF LETTERS OF ADMINISTRATION
AND NOW December 19th, ,2003 19 . , in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that Donna K. Koenig
is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration
are hereby granted to ..
Donna K. Koenig
in the estate of WILLIAM L. VOGEL, SR.
FEES
Letters of Administration ..... $ . 5-
ho. ........
Renunciation ................ $, 5.00
JCP $ i0.00
TOTAL ~-~l~'~Y~--
Fried. D?cember. ,19th.. ~
.%
Call Attorney Ja~es D. Flower, JR.
on 12/19/2003
Donna M.R~% ,°~ sW~Deput~
James D. Flower, Jr., Esquire #27742
ATTORNEY (Sgp. Ct. I.D. No.)
26 West High Street, Carlisle, PA 17013
ADDRESS
717-243-6222
PHONE
RENUNCIATION
In Re Estate of
WILLIAM L. VOGEL, SR.
21-2003-1045
deceased.
To the Register of Wills of Cumberland
The undersigned William L. Vogel, Jr., Son
County, Pennsylvania.
of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
of Administration
be issued to Donna K. Koenig
WITNESS my
hand this day of December ., 19 2003
(Address)
(Signature)
(Address)
(Signature)
(Address)
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office fcr permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 9898746
No.
W
Local Registrar
D£C 1 4 2003
Date
mo$.~..a~ev z,e? COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH * VITAL RECORDS
~ CERTIFICATE OF DEATH
~ t" ~.¢_.~',,(.am L. Voge_,e_ Sr. ]sEx ]soc.^~ s~cu~,~,,u~, io~. ~ ~.~
,14a~ 18 7
,,~ar~s~'~, PA 77013
,,. Arthur Vo~e~
Wietiam £. Vog¢~ Jr.
1589L
,, E~sre/Unknown
It N~' OR M AN T'S MAIUNG ADO~E S~ I~reel. C~Y~,en. Slele .Zil~ Co~J) ~ .
J~. 29~6 Euc~yo&~4 Av~. Long ~ac~, CA 9U806
~ ~ng~r Crematory ~Mt. Hott~ S tin s.
b,~. ~ _ P g _PA 17065
~ematm lngs, PA 17065
AVAIL~SL E PRIOR
OF
· ,, 0 .cZ' ,-0
,Su~:i~e0 Could nm ~e uete~n,ned []
/
tO,
21-2003-1045
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
William L. Vogel, Sr.
Date of Death:
Will No. 21-03-1044
To the Register:
December 12, 2003
Admin. No. 2003-01044
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of
the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-
captioned estate on January I - Iq ., 2004.
Name
Donna K. Koenig
William L. Vogel, Jr.
Address
1203 Harvest View Lane, Duncansville, PA 16635
2916 Eucalyptus Avenue, Long Beach, CA 90806
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
none
Date:
Capacity:
~n~nas E. Flower,v --'Esquire
SAIDIS, SHUFF, FLOWER & LINDSAY
2109 Market Street
Camp Hill, PA 17011
(717) 737-3405
Personal Representative
X Counsel for Personal
Representative
· ~ COMMONWEALTH OF
~ PENNSYLVANIA
~:7~~,~ DEPARTMENT OF REVENUE
,,e'~r'~,,~=~',~ DEPT. 280601
~HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21 _ 03 1044
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
~-- VOGEL, WILLIAM L. 187-20-7522
Z
t'"t DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
UJ 12/12/2003 01/20/1927 REGISTER OF WILLS
LU (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
[] 1. Original Return [] 2. Supplemental Return [] 3. Remainder Return (date of dealh pdor Io 12-13-82)
[] 4. Limited Estate [] 4a. Future Interest Compromise (date o, dealh a~ter 12-12-82) [] 5. Federal Estate Tax Return Required
r--'l. Decedent Died Testate (A~ch copy of W,I) [] 7. Decedent Maintained a Living Trust (Attach copy of Trust) __ 8. Total Number of Safe Deposit Boxes
[] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (da,e of (~ea,h between ~2-31-91 and 1-1-95) [] 11. Election to tax under Sec. 9113(A)(A~ch Sch O)
NAME COMPLETE MAILING ADDRESS
Thomas E. Flower 2109 Market Street
FIRM NAME (IfApplicoble) Camp Hill, PA 17011
Saidis, Shuff, Flower & Lindsay
TELEPHONE NUMBER
(717) 737-3405
1. Real Estate (Schedule A) (1) 56,000.00
2. Stocks and Bonds (Schedule B) (2) 3,295.20
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 0.00
4. Modgages & Notes Receivable (Schedule D) (4) 0.00
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 9,969.04
(Schedule E)
6. Jointly Owned Property (Schedule F) (6) 59,139.05
]Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 0.00
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7) (8)
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 14,046.50
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)(10) 1,395.81
11. Total Deductions (total Lines 9 & 10) (11)
12. Net Value of Estate (Line 8 minus Line 11) (12)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14)
128,403.29
15,442.31
112,960.98
0.00
112,960.98
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2) x .0 __ (15)
16. Amount of Line14 taxable at lineal rate 112,960.98 x .0 45 (16)
17. Amount of Line 14 taxable at sibling rate x .12 {17)
18. Amount of Line 14 taxable at collateral rate x .15 {18)
19. Tax Due (19)
5,083.24
5~083.24
Decedent's Complete Address:
S"TREET ADDRESS
· 109 Amy Drive
ClTYcarlisle
I STATEpA
IZIP
17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
5,083.24
0.00
0.00
5,083.24
5,083.24
Total Credits ( A + B + C ) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
(5)
(5A)
(5B)
Enter the total of Line 5 + 5A. This is the BALANCE DUE.
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 .......................................................................................................................... [] []
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
without receiving adequate consideration? .............................................................................................................. [] []
3. Did decedent own an "in trust for'' or payable upon death bank account or security at his or her death? .............. [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT
AS PART OF THE RETURN.
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 pemonal representative is based on all information of which preparer has any knowledge.
SIGNATU_~F PERSON RE_SP/O~I/B/~.B FOR FILING RETURN
ADDRESS-' - V ?/'/
Donna K. Koenig, 1203 Har~es~Ciew Ln., Duncansville, PA 16635
A~DRESS - ' ¢
Saidis, Shuff, Flower & Lindsay, 2109 Market Street, Camp Hill, PA 17011
DATE
7 J-OJ
DATE
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. 59116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 59116 (a) (1.1) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even 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 twenty-one 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% [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%, 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% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoplion.
REV-1502 EX+ (6-98~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
WILLIAM L. VOGEL 21-03-1044
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 sell, both having reasonable knowledge of the relevant facts.
Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 56,000.00
DWELLING HOUSE AND LOT, 205 WOODSIDE LANE, VERONA, ALLEGHENY COUNTY,
/DIED ATTAC'I--II:~ &DDDAI~AI \
TOTAL (Also enter on line 1, Recapitulation) $ 56,000.00
(If more space is needed, insert additional sheets of the same size)
REV-1503 EX+ (6-98~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
REStDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
WILLIAM L. VOGEL
FILE NUMBER
21-03-1044
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
1.
80 SHARES PRUDENTIAL FINANCIAL, CUSIP 744326-10-2, @ 41,19
TOTAL (Also enter on line 2, Recapitulation)
VALUE AT DATE
OF DEATH
3,295.20
$ 3,295.20
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
WILLIAM L. VOGEL
FILE NUMBER
21-03-1044
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
1
2
3
4
5
HOUSEHOLD GOODS & PERSONAL EFFECTS, AUCTION PROCEEDS
1995 FORD ESCORT AUTOMOBILE, SALE PROCEEDS
M&T BANK SAVINGS ACCOUNT #021000000-994097, prinicpal hal: 4,054.14, plus 2.50 accrued interest
ORRSTOWN BANK CHECKING #143000009, principal balance: 2,649.52, plus 0.12 accrued interest
COMCAST REFUND
TOTAL (Also enter on line 5, Recapitulation) $
VALUE AT DATE
OF DEATH
1,184.14
2,000.00
4,056.94
2,649.64
78.32
9,969.04
(If more space is needed, insert additional sheets of the same size)
REV-1509 EX+ (6-98~
,~.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
WILLIAM L. VOGEL 21-03-1044
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
ADDRESS RELATIONSHIP TO DECEDENT
DAUGHTER
SURVIVING JOINT TENANT(S) NAME
A. DONNA K. KOENIG
B.
WILLIAM L. VOGEL, JR.
C.
1203 HARVEST VIEW LANE
DUNCANSVILLE, PA 16635
2916 EUCALYPTUS AVENUE
LONG BEACH, CA 90806
SON
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOiNTLY-HELD REAL ESTATE, VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A.
1 A,B 02/15/1996 MEMBERS 1ST FCU SAVINGS ACCT. #16671-00 8,283.21 1/3 2,761.07
2 A,B 02/15/1996 MEMBERS 1ST FCU CHECKING ACCT. #16671-11 33,771.76 1/3 1 1,257.25
3 A,B 02/15/1996 MEMBERSISTFCU SAVINGS ACCT. #16671-05 115,477.81 1/3 38,492.60
4 A,B 02/01/2001 MEMBERS 1ST FCU SAVINGS ACCT. #16671-04 4,001.21 1/3 1,333.74
5 A,B 07/11/2002 MEMBERS 1ST FCU CERTIFICATE OF DEPOSIT #16671-44 15,883.17 1/3 5,294.39
TOTAL (Also enter on line 6, Recapitulation)$ 59,139.05
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (12-99)~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
WILLIAM L. VOGEL 21-03-1044
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
1.
1
2
3
4
5.
6.
7.
8.
9.
FUNERAL EXPENSES:
HOLLINGER FUNERAL HOME:
CREMATION WITH MEMORIAL SERVICE
CLERGY HONORARIUM
FLOWERS
DEATH CERTIFICATES
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)lEIN Number of Personal Representative(s)
Street Address
City . State
Year(s) Commission Paid:
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Relum Preparer's Fees
REAL ESTATE APPRAISAL FEE
PUBLISH ESTATE NOTICES
REPAIR AUTO PRIOR TO SALE
SHIPPLEY ENERGY, HEATING FUEL (361.27), PPL ELECTRIC (84.26)
YARD MAINTENANCE & MOWING
SAFE DEPOSIT BOX DRILLING & LOST KEY CHARGE
Zip
.Zip
3,120.00
75.00
185.50
30.00
7,500.00
169.00
325.00
218.15
78.32
445.53
1,780.00
120.00
TOTAL (Also enter on line 9, Recapitulation) $ 14,046.50
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX+ (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
WILLIAM L. VOGEL 21-03-1044
Re ~ort debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
2.
3.
4.
5.
6,
7.
8.
SPRINT, PHONE BILL
FAMILY HOME HEALTH CARE PRODUCTS
PA DEPT OF REVENUE, 2003 INCOME TAX
ANDORRA RADIOLOGY
SHIPPLEY ENERGY, HEATING FUEL BILL
PPL ELECTRIC, UTILITY BILL
PINE RIDGE MOBILE HOME PARK, RENT
ALLEGHENY COUNTY REAL ESTATE TAX
31.47
21.95
92.71
10.74
192.85
60.11
668.00
317.98
TOTAL (Also enter on line 10, Recapitulation) $ 1,395.81
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF FILE NUMBER
WILLIAM L. VOGEL 21-03-1044
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfem under
Sec. 9116 (a) (1.2)]
DONNA K. KOENIG, 1203 Harvest View Ln., Duncansville, PA 16635
WILLIAM L. VOGEL, JR., 2916 Eucalyptus Ave., Long Beach, CA 90806
DAUGHTER
SON
0.50
0.50
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00
(If more space is needed, insert additional sheets of the same size)
APPRAISAL OF REAL PROPERTY
LOCATED AT:
205 Woodside Lane, Penn Hills
DBV/PG 7486/244
Verona, PA 15147-3441
FOR:
Donna Koenig
1203 Harvest View Lane, Duncansville, PA 16635
AS OF:
March 8, 2004
BY-.
David Harmuth, PA Certified Residential Appraiser
Muri-Muri & Associates, Inc.
7664 Saltsburg Road
Pittsburgh, PA 15239
Form GA5 -- "TOTAL for Windows" appraisal software by a la mode, inc. -- 1-800-ALAMODE
Summar ipralsal Report
Mud-Mud & Associates, Inc.
UNIFORM RESIDENTIAL APPRAISAL REPORT
Vogel
File No. 240177
Property Addres~__2_O_5 _We-o_ds!de Lane, Penn Hills g!!y~e~'ona _ Slate P~,._ zj~_OCe 1_.5_147-3~1~1 _
EegaJ._DLsc_ription DB_V/~_G ~4_86/244 ..... ~ounty__Allegh_en~v
Assessor's Parcel No. 536-C-173 Tax year 200_2 R.E~ Taxes_~ _1 '('8~ 46 .....Spec]al Aeaessm_eCs ~; 0.~00
Bo'~r~w-e~--b-~er:~'ill:iamL. Vogel Current Own~r Vogel Occupant: ~ Owner I~]Tenant [~vacaut
Leasehold Project Type ~] PUD ~] Coudominium (HUDNA only) HOA $ N/A /Mo.
~Nei~hbo_rh_og_d or P_rojec! N_ame Penn Rills Map Reference MSA #6280 Census Tract 5237.02
_Sa_lo_ Price ~_ ~A Date pJ S_~le_ NVA Descd¢ou and ~ amounl of loan cha~esjconcessians lo be paid
Lende~C_lient_ D~nna_ Kg~p]g Adq~'~ss 1203 Harvest View _Lan_e Duncansy_ e, P_A 16635_
David Harmuth~ RL-OO1842-L Address 7664 Saltsbur9 Road~ Pittsburgh~ PA 15239
Location (~ Urban [] Suburban [] Rural Predominant PR~ AGE .
Built op L} Over 75% [] 25-75% [~ Under 25% occupancy $(O00Sin le family housin9(yrs) onePresentfamdyland use~%. [] LandNol hkelyUSe change[] Likely
Growlhrate [] Rapid [] Stable [] Slow [] Owner 100 ] 35 Low 10 [2-4family i [] Inprocess
Property values ~] Increasing [] Stable [] Declining [] Tenant / i50 High ~5+ ]MultHamily To:
Demand/supCy [] She,age [] ~n bayonne [] Over supply [] Vaean~(O-~) [ -'RP¢"~ina,ri~ --] Commemial
Markelingtime [] Under3 mos. ~ 3-Gmos, ~] Over6mos. [] Vac (over 5%) J 6~/~5 55 ]Vacant 30
Note: Race and the racial composition of Ihe neighborhood are not appraisal factors.
Neighborhood boundaries and characterisbcs: The subject is bounded by Route #380 to the south MilRown Unity Road to the east and McGregor Road to
~e west i~ a lower density section of Penn Hills just off HuRon Road.
Factors that affect the marketability of Ihe properties in the neighborhood (proximity 1o employment and amenities employment stability appeal to market, otc
There are _no adverse_ c_ondiUoi~s exist ng that would affect the marketability of the subject property. The subject area is an established residential area
where the homes yary iq style, age and price range. The area is convenient to shopping, schools, public transportation ~nci ~-C.[~ati~O~i fa~i'fiiie~, p?n
Hills is located approximately 15 miles eas~ of the City of Pittsburgh via Routes #22 and #376. The area is served by the Penn H Is.S.c_hool District~'
Markel condilions in the subject neighborhood (including support for the above conclusions related to the trend of property values, demand/supply, and marketing time
-- such as data on competitive properties for sale in the neighborhood, description of lhe prevalence el sales and linancing concessions, otc):
The. West Penn MuRi-L_ist Service indicates a narrow list to sell ratio and an average marketing time of under 90 days. Mortgage interest rates
presently a_re_ at the 5.0-6.5% range. There is an adequate supply of modgage money available iOr qualified borrowers. ~iscounts buydpwn~, and
concessions are typical in markets where V/VFHA f nanc no prevai However, reviews reveal no measurable difference in sale prices. Suppy and
de_m~and~_p_ear t_o.be_i_n _ba!a_nce.
Project Information for PUPs (if applicable) -- Is the developer/bu de n cnnlrol of the Hume Owners' Association (IIOA)? b~] Yes [] No N/A
Apprnximale total number of unils in the subject project N/A Approximate total number nl units for sale in Ihe subject project . N/A
Describe common elements and recrealional facilities: The subject is not located in a planned unit develo )meet.
Dimensions !00_'x !50'
Site area 15,000 s.q ff Coiner ~ot ~ Yes L~ NO Topography Sl~op_es_D~ownyvard
........ Size _Typica~l fo_r. _the- Area_
Specific zoning classification and description R~sidential Shape Re_ctangular
Zoning compliance [] Legal [] Legal nonconforming (Grandfalhered ese) [] Illegal (~ No zoning Drainage A,o@e_ars~A_~e-~lua_t~ ~
_High_esl &.bes~l use_ _as imprgved~' [~ Present use [] Ot_h.e_r use (e~(p_lain) _ _
Utllllles - Pub~i~' Other Off-91telmprovements Type Public Prvae View Average
Eleclbcily [] Street Asphalt [] [] Landscaping A_¥~e[age-
DrivewaySudace Earth Brick& Crush Stone
Gas [] O!ll ~ iiiii [Curb/gutter ~e/Typi~i(~ i~ ~[] [] Apparenteasements~Ol~Ob~rvea
Water [] Drilled Well ] Sidewalk Nonefl'ypical [] [] FEMA Special Flood ~aza;~'~ea--- [~ Ye~-'~ ~
Sanitary sewer [] Septi.~ ~ i~ i i]Streetlights -N~o. rl~fl-_y@ic~.ii~ i: i~i [] [] FEMAZone X_ .... MapDate .1_ 0/4/19~_5_.
Storm sewer j ~ None/Typic~! [] []
FEMA Map No. #42003C0381E
Comments (apparent adverse easements, encroachments, special assessments, slide ar~as, illegal or legal noncon uim ng zoning use et~ii~ ..... ~h~Jbjec~;~ '
utilities and other amenities are competitiv_e !@ this market._~o adverse facto_rs are ap@ar~nt '
GENERAL DESCRIPTION I EXTERIOR DESCRIPTION I FOUNDATiON BASEMENT NSULATION
No. of Units ~ . ]Foundation Conc BIk/Avg ]Slab None IAreaSq Ft 1,245 ]Roof []
~i;f'DSl;;;slt' ~)etacb ]ERoXl~!i°-'rW'alls ~[k,Fr.a_~e!.Avg rcraw, Space ?one 1%Finished' No,e- . "]ceiling Unk' []
:" ~ ~ - I r bunace rloerglass/Avg ]Basement roll Ceiling Open Wd Jst /Walls ' Unk []
Design (Style) Ranch ]Gutters & Dwnspts Gaivani~ed/~vg JSump Pump r,l~e Observed lwans (;0~ §lk ~Floor []
Existing/Proposed Fxisting jWindow Type Meiai Csmt/Avg JDampness No"~ bbse~,&d JF~oor Conc,-bib]None []
~e O',s! 4~4. yr~ ]Storm/Screens N.o~ 1Settlement *Mortar Cracks /Outside Entry ped D99r [Unknown [] I
~nective Ado {Yrs.) ;J~ ~rs ]Manufactured House No ! n esta on None Observed ] '- !
~D~M~ Fqy~r ~ Living Dinipg Fi!~h~rt Den FarT!ily qm Re(: Rm Bedrogm~ # Bath~ L~u[]drY 0 her ] Area Sq. Fl.
Basement I ~ ~ l [ ] [ ] F&L) 1 i ~45
Finished area above ,qrade conta ns 5 Rooms; 3 Bedroom(s
1 Bag (s);
1~211 Square Feet of Gross LNinq Area
iNTERIOR Materials/Condition IHEATING OFA IKITCttEN EQUIP
Floors HW,WW,AspTile/Poor Type Forcedair Refrigerator
wails ~a~i~r_/Av,~ .... IFuel bit' IRange/Oven
Trim/Finish ,~n'dV~[J/Avg Condition ~verage Disposal
Bath Floor ~i"~g~ ]~i~ N/A - Dishwasher
Balh Wainscot ~riii~/A~ . ]central ~A ]Fan/Hood
Doors WooWA~g /Other ~ /Microwav.
]Condition ~A ~Washer[Dryer
ATTIC
None []
Stairs []
Drop Stair []
Scuttte []
Floor L~
Healed []
Finished []
AMENITIES CAR STORAGE:
Fireplace(e) # N_on~e [] None []
Patio None E~ Garage # olcars
Deo~ ~o,e. [] Atteched _
Porch Front [] Detached
Fence ~one_ [] Built-in
Pool None [] Carped
Side S~oop ' [] Driveway
Additional features (special energy efficient items, etc.): Copper water nes, Romex wiring, 40 ga EWH: . .
Condition Of the improvements, depreciation (phYsical, functional, and external), repairs needed, quality of construction remodel nCaddii one ~ic.: 'ri~ (luaiity
construction is average and typ ca of other propedies in the area. The overall condition of the prope~ is fair. There ~ere no funct cna ~sol~enc~
i~adeq~acie~ ~b~s~,ed-. S~ AdditiOnai Commeni~ on ~'~pairs neededl E~e(na o6~ies~en'~ Hig~e~ te~li~
(~ro~.
Adverse environmental conditions (such as but not limited to hazardous wastes toxic substances etc.) present in the improvements ~n the site, ~r in the
immediate vicini~ of the subject properly.: No adverse condi~ons were noted (see comment ¢6 on the a~ached Statement of L m ting Cond t OhS and
ion - FNMA Form 1004B).
Freddie Mac Form 70 6/93 PAGE 1 OF 2 Fannie Mae Form 1004 6/93
Form UA2 -- "TOTAL for Windows" appraisal software by a la mode, mc. ~ 1-800-ALAMODE
ValuaUon:
Vogel
UNIFORM BE$1DENTIAL APPRAISAL REPORT FUeNo. 240177
13,000 Comments on Cost Approach (such as. source of cost estimate, silo value.
square foot calculation and Ior HUD. VA and FmNA, the eslimated remaining
economic ldo of the property): _See attached s_he_e_t for a ske!~:.h_ of the.
floor plan and _afea__calcu_lations~ Ma~'shall Valuation S_ervice a_nd
local build_ers w_ere.use_d to estimate t_hq Replacement Costs. The
Site Valuation was based on a Sales Corn
Total Remaining Est!mated Fcpnomic Life: 30 years
E-STIIvlATED SITE VAUJE = $
E'STIMATED REPRODUCTION COST-NEW-OF IMPROVEMENTS:
Dw. elhng 1,211 Sq. Ft @$ 55.00 = $ 66,605
_ 1,245 Sq Ft @$ . 15.00 = 18_,675
3,500
Garage/Carport Sq Ft @$ =
Total Estimated Cost New = $ 88,780
Less Physical Functional External
Depreciation 47,8081 I -2,500 :$ 45,308
Depreciated Value of Improvements =$ 43,¢72
"As-is" Value of Site improvements :$ 500
INDICATED VALUE BY COST APPROACR = $ 56,972
ITEM I SUBJECT COMPARABLE NO. 1 COMPARABLE NO. 2
205 Woodside Lane 6527 Leechburg Road 4288 Hochberg Road Ext.
Address Penn Hills Penn Hills Penn Hills
_Proximity to ~Sppj~pt _ 0.37 miles 3.47 miles
Sales Price ~ N/A ~ ~; 61,000 $
_Pfic_eJGross_Li. vjn_g_Are_a ,~ ~, 58.32 /[ ............ $ 61.12 /'
Data and/or Property West Penn Multi List West Penn Multi List
Verification Source ~nspect!qn County Rec~ords County Records
VALUE ADJUSTMENTS DESCRIPTION
Sales or Financing
Concessions
p~ate o_f S~a]e~Time_
Location Avg/_Ext. Obs.
LeaseMl¢/Fee Simple Fe_e Simple
Site ! 5,000 sf/Avg
View Average
Desigo and A~ope_al Ranch/Avg
QuM!ty of Construction Brk,Frame/Avg
Age 44 yrs
Coodilion Fair
Above Grade Total_BO/ms. Baths
Room Count 5 3 1
G_ros~ Living ~,rea~ 1,21 '~Sq. Ft.
Basement & Finished Full
Rooms Below Grade Unfinished
Functional Ubl~ Adequate
Heat~n~Coolin~ OFA/No ~AC
Energy Efficie?_t Items None
G_~ra~e/C_a~od .. N_(~ Garage~
Porch. Patio. Deck Stoop/Porch
Fire@la_~. eJ_c.
Feoq% Poo~l e_tc_
Public Utilities
_N_~! Adj. (t~ta/)
Adjusled Sales Price
COMPARABLE NO. 3
6416 Belvoir Drive
Penn Hills
1.52 miles I~ ~- -~
$ 72.61
West Penn Multi List
_C~u_ nty Records.
DESCRIPTION . +(-)_$ ~djusl OESCRlt~TiON - +(-)$ AdiusE DESCRIPTION . +(-)$ Adjust.
Conventional Conventional Conventional
DOM 72 E)OM 159 DOM 14
4/24/03 5/31/03 11-/~D~(~3
Avg/Ext. Obs. Superior -2,~0(~ Superior - -2,500
Fee Simp!¢ Fee Simple _Fee SimpJe
8,425sf/Super :~9,2497sf/Avg -2,500 7,954sf/Super
Average Average
Ran~h/Avg Ranch/Avg Ranc~vg ..
Brick/SUP -1,500 Frame/Avg Brick/SUP -1,500
.4_7 yrs 43 yrs 43_ yr~
Superior -5,000_ Superior -5,000 Superior -7,500
Total BdEms, Baths Tg_tal ,Bd!!os Baths Total Bd~ms Baths
5 .3._ 1 6 3 2 -2,500 5 2 1
1,046 Sq. Ft. +2,500 1,309 Sq. Ft -1,500 - 1,~)~d So. Ft. +3,000
Full Full Full '
Unfinished Unfinished Unfinished
Ad_equate . ACequate
GFNNo CAC CFA/No CAC GFNCAC . -1,500
MP Windows -1,500 MP Windows -1 MP Windows . -1 _50_0
_2cDetached -3,000 2c Detached ' -3,000 !c In_tegra_l . -1 500
Porcl~EQ ' Porch/EQ - Stoop/Patio
[q_o . 1 Fireplace ..... -1 500
All Public -3.000_. WelVSeptLc All Public -3,0_0_0
$ 11,500 $
Net 18.9 % Net 25.0 % Net
Gross 27.0 49,500 Gross 25.0 Gross 30.3'
Comments on Sales Comparison (including the subject property's compatibil y o he neighborhood elc): Sales #1 and #2 sold over six months from late
of this report and Sales #2 and #3 are ocated over 1 m e from the subject however they were considered to be the best available at the time of this
report. All three sales have superior locations, no high tension powerJines however Sale #1 is located on a heavy travelled road which is an
external factor. Lot adjus{ments were not O_nly based onthe difference n s ze, but topography, utility and location o1 the lot. Each of the sales are
s_u_peti_or to the sub oct in condition due to a higher degree of updates and upgrades The Living Area adjustment was c.~l~ulaied_ at approx m_atgly
$15.00/sqtt.
ITEM SUBJECT
Date Price andData ~0 poor ~ales J No prior sales history I No pdor sales history ' I No Prior sa e~ his[(~rY
Source, for poor sales t within past 3 yrs ] within one year ! within one year I within one year
_withiq year of appraisal J _County Records . |County Records County Records ~ ]Coun_tyRecords
Analysis of any current agreement of sale, option, or listing of subject property and analysis of any prior sales of subjecl and comparables within one year of the date of appraisal:
The subject property has not sold within the past three years _and was not listed for sale at the time of inspection. No personal property was included in
this rey~ort. -
INDICATED VALUE BY SALES COMPARISON APPROACH
$ 56,_o0_o
INDICATED VALUE DY INCOME APPROACH {if Applicable) Estimated Market Rent $ /Mo. x Gross Rent Multi~lier ..... = $ WA
This appraisal is maLe [] 'as is" [] subject to the repairs, alterations, inspections or conddioos listed below [] subject to completion per plans & specifications.
Conditions of Appraisal. Nowarranty of the appraise~ property is given o_r imp e~! No liabil ty s assumed for the stmctura or mechanical elements ol the
propedy:.
Final Reconciliation: The/ncome Approach was not developed because o1 the i~ck of reliable data. The Sales comparis~n-andthe (~ost ~r°achwere
used. The sales c0r~pm-isb~ ~pproach wa~ give~'~J~e most we ght as i s conskJered tO be the most re evant basis for t~'wluat~or~ ~)f a single lam y
dwelling. --.
The purpose of this appraisal is to estimate the market value of the real property that is the subject ol this report, based on Ihe abo~e conditions and the codification, cootiobent
and limiting conditions, and market value definition lhat are stated in the aUached Freddie Mac Form 439/FNMA form 1004B (Revised 6/93 )
I (WE) ESTIMATE THE MARKET VALUE, AS DEFINED, OF THE REAL PROPERTY THAT IS THE SUBJECT OF THIS REPORT, AS OF March 8, 2004
(WHICH IS THE DATE OF INSPECTION AND THE EFFECTIVE DATE OF THIS REPORT) TO BE ~ 56 000 ,_
A.PPRAISE,R? , /' . _~2,, ..~:;~ SUPERVISORY AP/RAISE~IF'"=~):
~ame uavla ~larmmn, F/~berNneo Hesluennal Appraiser Name Jame~,~f:~Vldd, .~._ f_'m~l General Appraiser Inspect Property
Date_R~pod Signe¢ March 12, 2004 Date Repod ~gned March 12, 2004
State Certification # RL-OO1842-L State PA State Cedilla'orion # GA-OOO458-L Stale PA
or State License # State Or State License # Stale
Freddie Mac Form70 6/93
PAGE 2 OF 2
Form UA2 -- "TOTAL for Windows" appraisal software by a la mode. inc -- 1-800-ALAMODE
Fannie Mae Fo~m 1004 6~93
~DEFINITION OF MARKET VALUE: The most probable price which a property should bring in a competitive and open market
L~'~der all conditions requisite to a fair sale, the buyer and seller, each acting prudently, knowledgeably and assuming the price is not
affected by undue stimulus. Implicit in this definition is the consummation of a sale as of a specified date and the passing of title from
seller to buyer under conditions whereby: (1) buyer and seller are typically motivated; (2) both parties are well informed or well advised,
and each acting in what he considers his own best interest; (3) a reasonable time is allowed for exposure in the open market; (4)
payment is made in terms of cash in U.S, dollars or in terms of financial arrangements comparable thereto; and (5) the price represents
the normal consideration for the property sold unaffected by special or creative financing or sales concessions* granted by anyone
associated with the sale.
*Adjustments to the comparables must be made for special or creative financing or sales concessions. No adjustments are
necessary for those costs which are normally paid by sellers as a result of tradition or law in a market area; these costs are
readily identifiable since the seller pays these costs in virtually all sales transactions. Special or creative financing
adjustments can be made to the comparable property by comparisons to financing terms offered by a third party institutional
lender that is not already involved in the property or transaction. Any adjustment should not be calculated on a mechanical
dollar for dollar cost of the financing or concession but the dollar amount of any adjustment should approximate the
market's reaction to the financing or concessions based on the appraiser's judgement.
STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION
CONTINGENT AND LIMITING CONDITIONS: The appraiser's certification that appears in the appraisal roped is subject to the followiug conditions:
1. The appraiser will not be responsible for matters of a legal nature that affect either the properly being appraised or the title to it. The appraiser assumes
that the title is good and marketable and, therefore, will not render any opinions about the title. The properly is appraised on the basis of it being under
responsible ownership.
2. The appraiser has provided a sketch in the appraisal roped to show approximate dimensions of the improvements and the sketch is included only to assist
the reader of the roped in visualizing the property and understanding the appraiser's determination of its size.
3. The appraiser has examined the available flood maps that are provided by the Federal Emergency Management Agency (or other data sources) and has
noted in the appraisal report whether Ihe subjecl site is located in an identified Special Flood Hazard Area. Because Ihe appraiser is not a surveyor, he or she
makes no guarantees, express or implied, regarding this determination.
4. The appraiser will not give testimony or appear in coud because he or she made an appraisal of the property in question, unless specific arrangements to
do so have been made beforehand.
5. The appraiser bas estimated the value of the land in the cost approach at its highest and best use and the improvements at their contributory value. These
separate valuations of the land and improvements must not be used in conjunction with any other appraisal and am invalid if they are so used.
6. The appraiser has noted in the appraisal report any adverse conditions (such as, needed repairs, deprecialion, the presence of hazardous wastes, toxic
substances, etc.) observed during the inspection of the sublect property or that he or she became aware of during the normal research involved in performing
the appraisal. Unless otherwise stated in the appraisal report, the appraiser has no knowledge of any hidden or unapparent conditions of the property or
adverse environmental conditions (including the presence of hazardous wastes, toxic substances, etc.) that would make the property more or less valuable,
and has assumed that there are no such conditions and makes no guarantees or. warranties, express or implied, regarding the condition of the properly. The
appraiser will not be responsible for any such conditions that do exist or for any engineering or testing that might be required to discover whether such
conditions exist. Because the appraiser is not an expert in the field of environmental hazards, the appraisal report must not be considered as an
environmental assessment of the properly.
7. The appraiser obtained the information, estimates, and opinions that were expressed in the appraisal roped from sources that he or she considers to be
reliable and believes them to be true and correct. The appraiser does not assume responsibility for the accuracy of such items that were furnished by other
padies.
8. The appraiser will not disclose the contents of the appraisal roped except as provided for in the Uniform Standards of Professional Appraisal Practice.
9. The appraiser has based bis or her appraisal report and valuation conclusion for an appraisal that is subjecl to satisfactory completion, repairs, or
alterations on the assumption that completion of the improvements will be performed in a vv'orkmanlike manner.
10. The appraiser must provide his or her prior written consent before the iender/clieut specified in the appraisal report can distribute the appraisal report
(including conclusions about the propedy value, the appraiser's identity and professional designations, and references to any professional appraisal
organizations or the firm with which the appraiser is associated) to anyone other than the borrower; the mortgagee or its successors and assigns; the
mortgage insurer; consultants; professional appraisal organizations; any state or federally approved financial institution; or any department, agency, or
instrumentality of the United States or any state or the District of Columbia; except that the lender/client may disldbute the property description section of the
roped only to data collection or repealing service(s) without having to obtain the appraiser's prior written consent. The appraiser's written consent and
approval must also be obtained before the appraisal can be conveyed by anyone to the public through advedising, public relations, news, sales, or other
media.
Freddie Mac Form 439 6-93
Page 1 of 2
Mud-Mud & Associates, inc.
Form ACR DEFD -- "TOTAL for Windows" appraisal software by a la mode, inc~ -- 1-800-ALAMODE
Fannie Mae Form 1004B 6-93
.~PPRAISER'S CERTIFICATION: The appraiser cedifies and agrees that:
1. I have researched the subject market area and have selected a minimum of three recent sales of propedies most similar and
proximate to the subject properly for consideration in the sales comparison analysis and have made a dollar adjustment when
appropriate to reflect the market reaction to those items of significant variation. If a significant item in a comparable property is superior
to, or more favorable than, the subject property, I have made a negative adjustment to reduce the adjusted sales price of the
comparable and, if a significant item in a comparable property is inferior to, or less favorable than the subject properly, I have made a
positive adjustment to increase the adjusted sales price of the comparable.
2. I have taken into consideration the factors that have an impact on value in my development of the estimate of market value in the
appraisal report. I have not knowingly withheld any significant information from the appraisal report and I believe, to the best of my
knowledge, that all statements and information in the appraisal report are true and correct.
3. I stated in the appraisal report only my own personal, unbiased, and professional analysis, opinions, and conclusions, which are
subject only to lhe contingent and limiting conditions specified in this form.
4. I have no present or prospective interest in the property that is the subject to this report, and I have no present or prospective
personal interest or bias with respect to the participants in the transaction. I did not base, either partially or completely, my analysis
and/or the estimate of market value in the appraisal repod on the race, color, religion, sex, handicap, familial status, or national origin of
either the prospective owners or occupants of the subject property or of the present owners or occupants of the properties in the vicinity
of the subject property.
5. I have no present or contemplated future interest in the subject property, and neither my current or future employment nor my
compensation for performing this appraisal is contingent on the appraised value of the property.
6. I was not required to report a predetermined value or direction in value that favors the cause of the client or any related party, the
amount of the value estimate, the attainment of a specific result, or the occurrence of a subsequent event in order to receive my
compensation and/or employment for performing the appraisal. I did not base the appraisal report on a requested minimum valuation, a
specific valuation, or the need to approve a specific mortgage loan.
7. I performed this appraisal in conformity with the Uniform Standards of Professional Appraisal Practice that were adopted and
promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were in place as of the effective date of this
appraisal, with the exception of the departure provision of those Standards, which does not apply. I acknowledge that an estimate of a
reasonable time for exposure in the open market is a condition in the definition of market value and the estimate I developed is
consistent with the marketing time noted in the neighborhood section of this report, unless I have otherwise stated in the reconciliation
section.
8. I have personally inspected the interior and exterior areas of the subject property and the exterior of all properties listed as
comparables in the appraisal report. I further certify that I have noted any apparent or known adverse conditions in the subject
improvements, on the subject site, or on any site within the immediate vicinity of the subject property of which I am aware and have
made adjustments for these adverse conditions in n~y analysis of the property value to the extent that I had market evidence to support
them. I have also commented about the effect of the adverse conditions on the marketability of the subject property.
9. I personally prepared all conclusions and opinions about the real estate that were set forth in the appraisal report. If I relied on
significant professional assistance from any individual or individuals in the performance of the appraisal or the preparation of the
appraisal report, I have named such individual(s) and disclosed the specific tasks performed by them in the reconciliation section of this
appraisal report. I certify that any individual so named is qualified to perform the tasks. I have not authorized anyone to make a change
to any item in the report; therefore, if an unauthorized change is made to the appraisal report, I will take no responsibility for it.
SUPERVISORY APPRAISER'S CERTIFICATION: If a supervisory appraiser signed the appraisal repod, he or she cedifies and
agrees that: I directly supervise the appraiser who prepared the appraisal report, have reviewed the appraisal report, agree with the
statements and conclusions of the appraiser, agree to be bound by the appraiser's certifications numbered 4 through 7 above, and am
taking full responsibility for the appraisal and the appraisal report.
ADDRESS OF PROPERTY APPRAISED: 205 Woods de Lane, Penn Hills, V~ron_a, PA 1514_7-~3441
APPRAISER: SUPERVISORY, iAPPRAISER (only if required):
Signature: ,/'Z ~-.~ .~ ~'~ '~ Signature:
Name: D~v'1'd H~(-rflOtl~, PA_~_erti~e~e~l~ii[ial ADp[~]ser Name: jame~ ~l~e~eralAppi~i~er
Date Signed: March 12, 2_004 Date Signed: '~arch 12," --- 20{)4 ' ' '
State Certification #: RL-001__842_-L Slate Certificat~n #: G~-0004_58-L
or State License #: or Slate LicenSe #:
Slate: PA Stale: PA
Expiration Date ct Cedilication or License: §_/30/200~5 Expiralion Date o[ ~iiicatio~ ~i i_ice~e. ~?~(~/~0(~ ·
Did [~ Did Net Inspect Properly
Freddie Mac Form 439 6-93
Page 2 of 2 Fannie Mae Form 1004B 6-93
Form ACR DEFD -- 'q0TAL for Windows" appra sal software by a la mode, inc -- 1-800-ALAMODE
· Supplemental Addendum
, r _Bor[ower/~]J~)~t Own_er; William I_, VOg~! Fire No. 240177
-J Proper[yAddress 205 Woodside Lane, Penn Hills
- J ~it~ Verona-- Co~ Allegheny state PA Zil~ Code i
/ Lin~ei Donna Koenig
2003 USPAP COMPLIANCE ADDENDUM
APPRAISER'S CERTIFICATION: The Appraiser certifies and agrees that:l. I have researched the subject market area and have selected a
minimum of three recent sales of properties most similar and proximate to the subject property for consideration in the sales comparison
analysis and have made a dollar adjustment when appropriate to reflect the market reaction to those items or significant variation. If a significant
item in a comparable property is superior to, or more favorable than, the subject property, I have made a negative adjustment to reduce the
adjusted sales price of the comparable and, if a significant item in a comparable properly is inferior to, or less favorable than the subject
property, I have made a positive adjustment to increase lhe adjusted sales price of the comparable,
2. I have taken into consideration the factors that have an impact on value in my development of the estimate of market value in the appraisal
report. I have not knowingly wilhheld any significant information from the appraisal report and I believe, to the best of my knowledge, that all
statements and information in the appraisal report and true and correct.
3. I stated in the appraisal report only my own persona, unbiased, professional analyses, opinions, and conclusions, which are subject only to
the contingent and limiting conditions specified in this form. I certify that, to the best of my knowledge and belief: The statements of fact
contained in this report are true and correct. The report analyses, opinions, and conclusions are limited only by the reported assumptions and
limiting conditions, and are my personal, impartial, and unbiased profess cna analyses, opinions and conclusions.
4 I have no present or prospective interest in the property that is the subject of this report, and no personal interest with respect to the parties
involved. I did not base, either partially or completely, my analysis and/or the estimate of market value in the appraisal report on the race, color,
religion, sex, handicap, familial status, or national origin of either the prospective owners or occupants of the subject property or the present
owners or occupants of the properties in the vicinity of the subject property,
5. I have no present of contemplated future interest in the subject properly, and neither my current or future employment nor my compensation
for performing this appraisal is contingent on the appraised vatue of the property
6. My engagement in this assignment was not contingent upon developing or reporting predetermined results. My compensation for completing
this assignment is not contingent upon the development or reporting of a predetermined value or direction in value that favors the cause of the
client, the amount of the value opinion, the attainment of a stipulated result, or the occurrence of a subsequent event directly related to the
intended use of this appraisal,
7 My analyses, opinions, and conclusions were developed, and this report has been prepared, in conformity with the Uniform Standards of
Professional Appraisal Practice in place, as of the effective date of this appraisal, with the exception of the departure provision of those
Standards, which does not apply. I acknowledge that an estimate of a reasonable time for exposure in the open market is a condition in the
definition of the market value and the estimate I developed is consistent with the marketing time noted in the neighborhood section of this
report, unless I have otherwise stated in the reconciliation section.
8 I have made a personal inspection of the property that is the subject of this report. I further certify that I have noted any apparent or known
adverse conditions in the subject improvements, on the subject site, or on any site within the immediate vicinity of the subject property o[ which I
am aware and have made adiustments for these adverse conditions in my analysis of Ihe property value to the extent that I had market
evidence to support lhem I have also commented about the effect of the adverse conditions on the marketability of the subject property.
9 No one provided significant professional assistance to the person signing Ibis report
If I relied on significant professional assistance fronl' any individuals in the performance of the appraisal or the preparation of the appraisal
report, I have named such individual(s) and disclosed the specil~ic tasks performed by them in the reconciliation section of this appraisal report. I
certify that any individual so named is qualified to perform the tasks. I have not authorized anyone to make a change to any item in the report,
therefore, if an unauthorized change is made to the appra sol report, I will take no responsibility for it.
PURPOSE, INTENDED USE, AND INTENDED USER OF THE APPRAISAL: The purpose of the appraisal is to estimate the market value of
the subject property, as defined in this report, as of the effective date of this report The intended use of the appraisal is to assist Ihe client and
any other intended users in the underwriting, approval, and funding o[ the mortgage loam The intended users of this report are the stated client
and any other institutions invo ved in the underwriting, approval, and funding ct' the mortgage loan No one else, including the purchaser and
seller, should rely on the estimate of value or any other conclusions contained in this appraisal report.
ANALYSIS AND REPORT FORM: The appraisal is based on the information gathered by the appraiser from public records, other identified
sources, inspection of the subject properly and neighborhood, and selection of comparable sales, listings, and/or rentals within the subject
market area
The original source of the comparables described in the Data Source section of the market grid along with the source of confirmation, if
available. The original source is presented first The sources and data are considered reliable. When conflicting informat on was provided, the
source deemed most reliable has been used. Data believed to be unreliable was not included in the report or used as a basis for the value
conclusion The extent of the analysis applied to this assignment is stated in Ih~ Appraiser's Certification included above and attached to this
report.
DEFINITION OF INSPECTION: The term "Inspection". as used in this report, is not the same level of inspection that is required for a
"Professional Home Inspection". The appraiser does not fully inspect the electrical system, plumbing system, mechanical systems, foundation
system, floor structure, or subfloor. The appraiser is not an expert in construction materials and the purpose of the appraisal is
to make an economic evaluation of the subject property If the client needs a more detailed inspection of the property, a home
inspection, by a Professional Home Inspector, is suggested
DIGITAL SIGNATURES: The signature(s) affixed to this report, and certification, were applied by the original appraiser(s) or supervisory
appraiser and represent their acknowledgements of the facts, opinions and conclusions found in the repod. Each appraiser(s) applied his or
her signature electronically using a password encrypted method. Henc~ these signatures have more safeguards and carry the same validity as
the individual's hand applied signature. If the repod has a hand-appl ed signature, this comment does not apply,
OPINION OF MARKET VALUE VS ESTIMATE OF MARKET VALUE: The current Uniform Standards of Professional Practice defines the
market value conclusion as an opinion of market value and not an estimate of market value
CONDITION: Exterior wood soffit and fascia needs replaced in several areas, galvanized gutters and downspouts need replaced (several areas
of the gutter seams are broken and leaking), exlerior frame siding needs scraped and painted, interior needs painted, carpeting needs cleaned.
External Obsolescence: The subject is located on a corner lot, with high power tension power linesalong the left side property line.
Form TADD -- "TOTAL for Windows" appraisal sot ware by a la mode, inc. -- 1-800-ALAMODE
'- . Supplemental Addendum FifeNo 240177
[ Borrower/~!!er~t Owner: William L. Vogel J
- J ~r~ A~d-reis 205 Waodsid~L. ane, Penn Hills
I
.. -J~itY g~ro~a ~0Unt~llegheny ~tate PA zipC~de i~i4~:~4~
NOTE: The subject is located on a private road, it is unknown if there is a wrritten maintenance agreement for the care of this road.
Form TADD -- 'qOTAL for Windows" appraisal softwme by a la mode, inc -- 1-800-ALAMODE
Subject Photo Page
Berrower/Client Owner: William L. Vogel
Property Address ~205 W0~dsi~e Lane, Penn Hills
ICit~ ~ei-ona ~o~ Afiegheny State PA
[ Len'der Donna Koeni9
Subject Front
205 Woodside Lane
Sales Price N/A
Gross Living Area 1,211
Total Rooms 5
Total Bedrooms 3
Total Bathrooms 1
Location Avo/Ext. Obs.
View Average
Site 15,000 sf/Avg
Quality 8rk,Frame/Avg
Age 44 yrs
Subject Rear
Subject Street
Form PIC3x5 SR -- "TOTAL lot Windows" appraisal software by a la mode, inc. -- 1-800-ALAMODE
Building Sketch (Page - 1)
I E~rrower/Cl~ent Owner: William L. Vogel ~t~t~ PA Zip (:;~d~
. iProped~ Add-re-s~ :~05~oodsi-(J~ Lane: ~enn Hiii~ '
ILe~der Donna Koenifi
38.10'
I
I
Bath
Sloop Kitchen Bedroom
(~1 i~ Hall
:~--- ~
Living Room :---~ Bedroom c6
13.50' [~ Bedroom
19.30'
~f ~ ~v~
AREA CALCULATIONS SUMMARY LIVING AREA BREAKDOWN
Code Description Size Net Totals Breakdown Subtotals
TOTAL LIVABLE (rounded) 1211 3 Calculations Total (rounded) 1211
Form SKT.BIdSkt -- "TOTAL for Windows" appraisal software by a la [node, inc -- 1-§00-ALAMODE
Comparable Photo Page
[B~rrnwWClient Owner; William L. Vogel
R.o~erty Address 205 woo~sicle Lan~, Tend Hills
Jcity g~ro~ ........ ................. Count; Aii~gheny Slate PA
/l_~der'' Do~na Koenig
Comparable 1
6527 Leechburg Road
Prox. to Subject 0.37 miles
Sale Price 61,000
Gross Living Area 1,046
Total Rooms 5
Total Bedrooms 3
Total Bathrooms 1
Location Avg/Ext. Ol~s.
View Average
Silo 8,425sf/Super
Quality Brick/SUP
Age 47 yrs
Comparable 2
4288 Hochberg Road Ext.
Pmx. to Subject 3.47 miles
Sale Price 80,000
Gross Living Area 1,309
Total Rooms 6
Total Bedrooms 3
Total Bathrooms 2
Location Superior
View Average
Site 39,2497sf/Avg
Quality Frame/Avg
Age 43 yrs
Comparable 3
6416 Belvoir Drive
Prox. to Subject 1.52 miles
Sale Price 72,615
Gross Living Area 1,000
Total Rooms 5
Total Bedrooms 2
Total Bathrooms 1
Location Superior
View Average
Site 7,954s f/Super
Quality Brick/SUP
Age 43 yrs
Farm PIC3x5 CR -- "TOTAL for Windows" appraisal software by a la made, inc -- 1-800-ALAMODE
Location Map
rBerr~w~r/~! QWper: WilliamL Vpgel
Property, Address 205 Woodside Lane, Penn Hills
Slale PA
~iP Code ~4~-;344i -J
Form MAP LOC -- "TOfAL for Windows" appraisal software by a la mode, loc -- 1-800-ALAMODE
EQ_UISERVE
March 5, 2004
MAR
08
2006
THOMAS E FLOWER
SAIDIS SHUFF FLOWER & LINDSAY
2109 MARKET ST
CAMP HILL PA 17011
PRUDENTIAL
WILLIAM L VOGEL
Account Number: 3124451
Dear Mr. Flower:
Thank you for your inquiry regarding the share balance of the above referenced account. We
appreciate the opportunity to be of service to you.
The following list provides the information you requested for account number 312-4451, as of the
close of business on 12/12/03:
Date investment established: 12/18/01
Share balance: 80
Value per share: $41.19
Approximate dividend rate per share: $.50
You have been sent a transfer of ownership package under separate cover.
If you have questions related to your compensation or general demutualization questions, please
call the Demutualization Information Center toll free at 1-800-305-9404 between 8:30 a.m. to 6
p.m., Eastern Time, Monday through Friday. If you are using a telecommunications device for
the hearing impaired (TTY/TDD), please call 1-800-619-2837. A customer service representative
will be glad to help you.
Reference Number: 01343520
SERVICES
Date: (~-26-20~4
Sett i e n~en~
Seller: 5596
Item
DEHAR'['~S AUCTION
¢¢* HOLLY PIKE
CARLISLE, PA 170i3
717-258-5858 7i7-258-5&8~
DONNA KOEi4iG
1~. Hanes View Lane
Duncansville PA 16635
Descript i on
~,i4-656-i943
Pr i c e Qt
Page:
Total
Tool box
Tirs
Car ramps
Box lot
Box lot
Box lot
Box lot
Box lot
Box lot
Box lot
Box lot
Box lot
Box lot
Box lot
Box lot
Box lot
Box lot
Box lot
Box lot
Box lot
Box lot
Box lot
Box lot
Box lot
Box 1or
Box lot row
Radio
Flag
Fish nets
Saw
Pan
Knives
Tackle box
Box lot
Books
Boots 8
Strainer
Books
Records
Trees
Pressure canner
Twister mugs
5.00
I. 50
1.
1. 50
2.50
1
1
1
2
1
1
3
I
1
2
1
2
3
i
I
2
1
1
1
1
1
1
i
i
1
1
1
2
1
1
1
i
1
1
1
1
1
t
i
t
1
11.00
15.00
4.00
10.00
4.50
3.50
4.50
i. 50
3.00
1.50
3. OG
4.50
1. ~5
0. 7500
0. 7580
0.75~0
~. 7580
~. 75~
~. 75~
0.75~0
~. 7500
~. 5~0
1.58
5. ~
6.00
17.00
1.5~
11.~
5. ~
1.50
Date: 02-26-2004
Settlement
Seller: 5596
Item
DEHART'S AUCTION
~,~ HOLLY IKE
CARLISLE, PA 17013
717-258-5858 717-258-5882
DONNA KOENiG
814-.696-1943
1203 Hanes View Lane
Duncansvilie PA tA63~
De scr-i pt ion
Price Qty
~-'ag e:
Total
Slippers 9
=lectric sxillet
Books
Po t
Blanket
Tool
Weed wacker
Bill elliot
Bowls
P 1 ant er
Sinker- maker
Canni g vboo~
Cb
Straps
Fishing loafs
Misc lot3
Ph o n e
Kitchen utensils
Gr--inder/pan
Stapl ers
C~ock pot
Fishing rods
1923 cradle certificate
Pans
Fishing bait
Barometete
Coffee po~
Clown musical
Screws/mo i'c s
Sinkers
Mini bucket
Alum boat/ trailer
Life preservers
Marine battery
Motor 3 horse 48 nfs.
Babt. charg
7. 5 horse motor
Elect. motors
Gas tanks
Gas 'tank
Anch ors
Anchor
9.00
*** Not sold
15.00
4.00
t
1
i
i
1
1
I
1
1
1
i
I
1
1
1
I
i
1
1
1
1
1
1
1
1
I
t
1
I
1
i
t
I
3
1
1
2
I
7.00
9.00
0. 7500
'¥. 00
0. 50Ei0
11.00
8.00
~0
7.00
18.00
~,. 00
3.00
1. 00
"00
2. 00
1.00
0. 5000
2.50
5.00
1.00
25.00
14.00
45.
1 I. 00
8.00
Date: 02-26-2004
Settlement
Seller: 5596
Item
DEHART'S AUCTION
1554 HOLLY PiKE
CARLISLE, PA 17013
717-258-5858 717-258-5882
DONNA KOENIG
814-696-1943
1203 Hanes View Lane
Duncansville PA 16635
Descript ion
Price Qt
Page:
Total
Chest freezer
Step ladder
Metl step ladder
Fridge
Washer dryer
Mower
Microwave stand
Desk
End stand
Dressser
Eight track
Dresser
Tble chairs
Touch imp
Gas grill
Tv console
Stereo
Stereo
Tv w/ remote
Light
Coffee table 3 pc.
Fan
Wine rack
Single bed complete
Full bed complete
Commission at 35.000%
Items:
55.00
*** Not sold
1
1
I
1
2
1
1
1
1
I
1
1
1
1
1
1
1
1
1
1
1
1
1
109 Amount:
637.61
Less adjustments:
Net due to seller:
85.00
1 ~ 00
4.00
100.00
110.00
13.00
1.00
11.00
6.00
0. 5000
60.00
1.00
1.00
22.00
~. 00
8.00
4. 00
0.50~0
9.00
4.00
2.00
50.
i 00. 00
1, 82 !. 75
-637.61
1~184.14
Tinank you for cinoosing DeHar+.~s Auc'~ion Service
M&T Bank
Records Management/Mail Code DE-MB-12
499 Mitchell Road
Millsboro, DE 19966
Re~
Estate of William L. Vogel, Sr.
Date of Death: December 12, 2003
Social Security No. 187-20-7522
Dear Sir/Madam:
The following is a complete record of the above decedent's accounts as of December 12, 2003,
decedent's date of death. If the decedent had a safe deposit box, indicate number
Balance on Date of Death
Account No. Type of Principal Accrued Names on Date
Account Interest Account (All Opened
Owners)
Date: ¢~/°q
ignatu~e of Offi~cial
Orrstown Bank
22 South Hanover Street
Carlisle, PA 17013
Re:
Estate of William L. Vogel, Sr.
Date of Death: December 12, 2003
Social Security No. 187-20-7522
Dear Sir/Madam:
The following is a complete record of the above decedent's accounts as of December 12, 2003,
decedent's date of death. If the decedent had a safe deposit box, indicate number l~ C~t~ .
Balance on Date of Death
Account No. Type of Principal Accrued Names on Date
Account Interest Account (All Opened
Owners)
Date:
Signature of Official
st
MEMBERS 1"
FEDERAL CREDIT UNION
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Established
CHECKING ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Established
INVESTMENT SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Established
LIFE SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Established
16671 -00
10/01/1974
$8,280.71
$2.50
$8,283.21
William L. Vogel, Jr., Donna K. Koenig
02/15/1996
16671 -11
03/02/1978
$33,769.21
$2.55
$33,771.76
William L. Vogel, Jr., Donna K. Koenig
02/15/1996
16671 -05
10/02/1985
$115,434.67
$43.14
$115,477.81
William L. Vogel, Jr., Donna K. Koenig
02/15/1996
16671 -04
02/01/2001'
$4,000.00
$1.21
$4,001.21
William L. Vogel, Jr., Donna K. Koenig
02/01/2001
*Account opened by transfer of funds from 16671-00
· 1
5000 Louise Drive · P.O. Box40 · Mechanlcsburg, Pennsylvania 17055 · (717)697-1161 ° www. memberslst.org
MEMBERS 1't
FEDERAL CREDIT UNION
CERTIFICATES OF DEPOSIT:
Account Number/Suffix
Date Certificate Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Established
16671 -44
07/11/2002
$15,863.9O
$19.27
$15,883.17
William L. Vogel, Jr., Donna K. Koenig
07/11/2002
D,D,~/~_/BERS 1ST F/F~,,~.i~~ CREDIT UNION
enise A. Wolfe /'Z
Insurance Supervisor
January 16, 2004
Estate of: WILLIAM L. VOGEL, SR.
Date of Death: 12/12/2003
Social Security Number: 187-20-7522
2
5000 Louise Drive · P.O. Box 40 · Mechanicsburg, Pennsylvania 17055 · (717) 697-1161 · www. memberslst.org
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-O601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
CD
REV-1162 EX(11-96)
OO4199
KOENIG DONNA K
1203 HARVEST VIRW LANE
DUNCANSVILLE, PA 16635
fold
ESTATE INFORMATION: SSN: 187-20-7522
FILE NUMBER: 2103- 1044
DECEDENT NAME: VOGEL WILLIAM L SR
DATE OF PAYMENT: 07/27/2004
POSTMARK DATE: 07/27/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 12/1 2/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $5,083.24
TOTAL AMOUNT PAID:
$5,083.24
REMARKS: KOENIG DONNA K
SEAL
CHECK# 1023
INITIALS: CP
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
I
THONAS E FI.~ER ~
SAIDIS ETAL'
2109 HARKET ST
CAMP RILL PA 17011
COMMONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLD#ANCE OR DZSALLO#ANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
RE¥-1547 EX AFP (01-05)
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-27-200q
VOGEL SR
12-12-2005
21 05-10q~
CUMBERLAND
101
Amoun~ Remi~ed
WILLIAM L
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF VOGEL SR WILL/AM L FILE NO. 21 05-10~ ACN 101 DATE 09-27-200~
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Es~a~e (Schedule A) (1)
2. S~ocks and Bonds (Schedule B) (2)
$. Closely Held S~ock/Par~nership Zn~eres~ {Schedule C) ($)
q. Mortgages/No,es Receivable (Schedule D) (q)
E. Cash/Bank Depos/~s/Hisc. Personal Proper~y (Schedule E) (5)
6. Jointly Owned Proper~y (Schedule F) (6)
7. Transfers (Schedule g) (7)
8. To,al Asse~s
APPROVED DEDUCTZONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Cos~s/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage L/abili~/es/L/ens (Schedule Z) (10)
11. Total Deduc~/ons
12. Ne~ Value of Tax Re~urn
56,000.00
$~295.20
.00
.O0
9~969.0q
59~1~9.05
.00
(8)
NOTE: To insure proper
cred/~ ~o your account,
subm/~ ~he upper por~ion
of ~his fore w/~h your
~ax payment.
128,q05.29
lq,0q6.50
1,$95.81
(11) lS.qq2.S1
(12) 112,960.98
NOTE:
Chari{able/Governmen{al Bequests; Non-elec{ed 911:5 Trus{s (Schedule J) (1:5)
Ne~: Value of Es~:a{e Subject: {o Tax (1~)
Zf an assessment Nas issued previously, lines 14, 15 and/er 16, 17,
reflect figures that include the total of ALL returns assessed to date.
.00
112,960.98
18 and 19 #ill
ASSESSMENT OF TAX:
15. A.oun~ of L/ne 1~ a~ Spousal ra~e
16. Amoun~ of Line lq ~axabla a~ Lineal/Class A ra~e
17. Amoun~ of L/ne lq a~c Sibl/ng ra~e
18. Amoun~c of Line lq ~axable a~ Collateral/Class B ra~e
19. Pr/nc/pal Tax Due
TAX CREDITS:
PAYMENT RECETP1 DZ:SCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
07-27-200q CDOOq199 .00
(15} .00 X O0 = .00
(16) 112,960.98 X Oq5 = 5,085.2q
(17) .00 x 12 = .00
(IS) .00 x 15 = .00
(19)= 5,083.2q
AMOUNT PAID
5,085.2q
IF PAZD AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATZON OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 5,083.2q
BALANCE OF TAX DUEI .00
'rNTEREST AND PEN. I .00
TOTAL DUE I .00
( IF TOTAL DUE ZS LESS THAN $1,, NO PAYMENT ZS REI~UZRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR ZNSTRUCTZONS.)
RESERVATION:
PURPOSE OF
NOTICE:
PAYMENT:
REFUND CCR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the leeful Class B (collateral) rats on any such futura interest.
To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 91403.
Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side.
--Make check or money order payable to: REGISTER OF #ILLS, AGENT
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-131$). Applications arm availabIe at the Office
of the Register of Nills, any of the 23 Revenue District Offices) or by calling the special 24-hour
anseering service for forms ordering: 1-800-362-2050~ services for taxpayers with special hearing and / or
speaking needs: 1-800-447-3020 (TT only}.
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to tho PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the dacedent's death, a five percent (52) discount of
thm tax paid is alloeed.
The 15X tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January lB, 1996, the first day after the and of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you ~ould appeal the tax and interest
that has been assessed es indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and Dna (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (62) percent per annum calculated at a daily rate of .000164. AIl taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2004 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
~ 207, .000548 1988-1991 117. .gOO301 2001 97. .OOOZ47
1983 167. .000438 1992 9Z .000247 2002 67. .000164
1984 117. .000301 1993-1994 7Z · 000192 Z003 5Z .000137
1985 137. . 000356 1995-1998 9Z . 000247 2004 ~.Z . 000110
1986 102 . 000274 1999 7Z . OOO19Z
1987 102 . 000274 ZOO0 72 . 000192
--Interest is calculated as follo~s:
INTEREST = BALANCE OF TAX UNPAID X NUNBBR OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date sha~n on the
Notice, additional interest must be calculated.
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTy, PENNSYLVANIA
STATUS REPORT UNDER RULE 6.12
Name of Decedent: William L. Vogel, Sf.
Date of Death: December 12,2003
Will No. 21-03-1044 Admin. No. 2003-01044
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete: Yes -X; No
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court? Yes_;
No X.
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes X; No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report.
(....,:
~~
Thomas E. Flower, Esquire
J.D. No. 83993
SAIDIS, SHUFF, FLOWER & LINDSAY
2109 Market Street
Camp Hill, P A 17011
(717) 737-3405
C")
DateF S- /'/7)% r
.~ (" t
ct .,1 )':'
:),,--
Capacity: _ Personal Representative
~ Counsel for Personal Representative
cPt