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HomeMy WebLinkAbout04-0725Estate qf C_hloe E a~o knowtl as PETITION FOR PROBATE and GRANT OF LETTERS Deceased. SocialSecurio'No. 174 05 0739 The petitio~ of the andersigned respectfully represents that: Yuur petitioner(s), who~are 18 years of age or older an the execul in the last will of the above decedent, dated March 27 and codicil(s) dated Register of Wills for the County of C,jmbcw!cnd m the Commonwealth of Pennsylvania named 1998 _ {state rd~vam clrcnmstanc¢$, e.g renunclanon, death o{ ~xecutor, etc. Decendem was domiciled at death in Cumber!an d County. Pennsylvania, with last family or principal residence ar 227 Car lic]~, PA 17013 Decendent. then 90 ;,ears of age, died July 12 lxgx 2004, at~orliclo Rc§iona~-Medical Ccntg~, C, ar}~,sleo PA .... Except as follows, decedent d~d not marrs, was not m;orceo ano mO not nave a cnuu born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated Decendent at death owned property with estimated values as follows: (Ii domiciled in Pa.) All personal property (Il' no~ domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $_ 205,000.0n $ WHEREFORE. petitioner(s} respectfull5 request(s) thc probate of the la~' Will and codicil(s}: presented herewith and the~rant of letters ~-~ ~ 4-~ ~ ,,,~,, .... +.~ry~ ~ theron. - Linda A~t:Rohm ~ C~lialu FA 17013 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ' COUNTer OF C_,L,Lr~q~SL~q.L/~I'--iLb jF ss The petitionerisl above-named swear(s) or affirm(s} that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative{s) nf the above dece6em {etmoner(s) will well and truly aOm~nister the estate according to lau. Sworn [o o a'firmed and subscribed ,~;,~(,~ /',¢,? ~7'~ ~ No. )ill0 4- 7k5 Estate Of Chloe E Keller , Deceased DECREE OF PROBATE AND GRANT OF LETTERS _0oq AND NOW A (.~F_.*~, Zl fi0 , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated March 27. q~gtB described therein be admitted to probate and filed of record as the last will of r'_h ] n ~ F k: ,= 11 ,= ~- and Letters T~st@mentarv are hereby granted to K~o-r~cn g Mc'/erh-'2*=ff~=v and Lqqdo A R~., LIIOO~ 0N~ FEES Probate, Letters, Etc .......... Short Certificates(k>) .......... .... TOTAL Filed ................................... ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE LAST WILL AND TESTAMENT OF CHLOE E. KELLER I, Chloe E. Keller, a legal resident of the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory, and understanding, do hereby make, publish, and declare this as and for my Last Will and Testament, hereby revoking all other wills and codicils heretofore made by me. FIRST: I direct that all my just debts and funeral expenses, including my grave marker, shall be paid from the assets of my estate as soon as practicable after my decease. SECOND: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. THIRD: ! give, devise, and bequeath unto each of my grandchildren who shall have survived me the sum of Five Thousand and no/100 ($5,000.00) Dollars. FOURTH: I give, devise, and bequeath the residue of my estate, of every nature and wherever situate, to my two daughters, Karen Sue Souders and Linda Ann Rohm, equally, provided that the share of either daughter who shall predecease me shall be distributed to her issue, per stirpes, and in default of any such then living issue, such share shall be added to the share for my other daughter. FIFTH: Should either of my daughters be indebted to me at the time of my death, i direct that the amount of such indebtedness be added to the total value of the residue of my estate, and after determination of each daughter's share, such indebtedness shall be deducted from such indebted daughter's share. SIXTH: Any distribution of the monetary bequest identified in paragraph THIRD of this Will, which is distributable to a minor, shall be held in a savings account, certificate of deposit or similar security, in a federally insured banking or savings institution in the name of the minor and marked not to be withdrawn until the minor attains the age of 21 years. SEVENTH: I direct that any share of resith~e of any beneficiary under the age of Twenty-one (21) years shall be held, IN TRUST, however, by my surviving daughter, as Trustee, to hold said share for the benefit of each said beneficiary under the age of Twenty-one (21), upon the following terms and cond~ti¢.~ initials To pay the income and so much of the principal as may, in the sole discretion of my Trustee, be necessary for the maintenance, support, medical expenses, and education of each beneficiary. The amount to be paid for the benefit of any of said beneficiaries shall be determined from time to time by the need of each of said beneficiaries, and the amounts and times of said payments shall be determined by such need. The said payments may be made by my Trustee directly to each of the said beneficiaries, or to such of them as may be, in the sole opinion of my Trustee, of such age and ability to handle properly the funds so paid to such beneficiary, or may he made by my said Trustee directly to the person having the custody and care of any of the said beneficiaries, or may be made by my said Trustee directly to any institution entitled to such payment by reason of services rendered or to be rendered to any of the said beneficiaries. To pay the accumulated income and principal then remaining in her hands to the said beneficiaries, upon each beneficiary's attaining the age of Twenty-one (21 ) years. Any and all payment or payments of any sum or sums, whether in cash or in kind, and whether for principal or income, payable to said beneficiaries, shall be made upon the sole receipt of the respective beneficiary to whom the payment is made, and free from anticipation, alienation, assignment, attachment and pledge, and free from control by the creditors of any such beneficiary. All shares of principal and income herein given shall be free from anticipation, assignment, pledge or obligation of any beneficiary, and shall not be subject to any execution or attachment. EIGHTH: I nominate, constitute, and appoint my two daughters, Karen Sue Souders and Linda Ann Rohm, Executrix, or the survivor as Executrix, of this, my Last Will and Testament. In the event of the renunciation, death, resignation, or inability to act for any reason whatsoever of the said Karen Sue Souders and Linda Ann Rohm, I nominate, constitute, and appoint Financial Trust Services Company of Carlisle, Pennsylvania, Executor, of this, my Last Will and Testament. I hereby relieve my Executrix from the necessity of posting security in connection with their duties as such in any jurisdiction in which they may be called upon to act, insofar as I am able by law so to do. IN WITNESS WltEI~EOF, I have hereunto set my hand and seal to this, my Last Will and Testament, con~istj,~ o, f½h?~j t,~pewritten pages, each of which bears my initials, this t~'~'~ dayof "~ ~'~-~C,e-}r I , t998. Signed, sealed, published, and declared by the above-named Testatrix, Chloe E. Keller, as and for her Last Will and Testament, in the presence of us, who, at her request, in her sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. I, Chloe E. Keller, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or. affirmed to and acknowledged before me by Chloe E. Keller, the Testatrix, this 1~ 'qT'~ day of ~ , 1998. Chloe E. Keller, Testatrix Nota-ry Public AFF~tDAVIT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND We, Edward L. Schorpp and ~.. ~ Aa~ ~. ~ , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her Last Will; that Chloe E. Keller signed willingly and that she executed it as her free and voluntary act for the purpose therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time eighteen or more years of age, of sound mind, and under no constraint or undue influence. Sworn or affirmed and subscri~ed to before ~ne by Edward L. Schorpp and ,/ '~~ ,~. ~-~ --- , witnesses, this ,o~ ~'-:'"'~" day ~SEAL) Witness, Edward L. Schorpp Witntess (SEAL) (SEAL) COMMONWEALTH OF PENNSYLVANIA DEPARTMENTOFREVENUE BUREAU OFINDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128 0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11 96) NO. CD 004233 ROHM LINDA ANN 227 WEBSTER STREET CARLISLE, PA 17013 fold ESTATE INFORMATION: SSN: 174 05 0739 FILE NUMBER: 2104-0725 DECEDENT NAME: KELLER CHLOE E DATE OF PAYMENT: 08/04/2004- POSTMARK DATE: 08/04/2004 COUNTY: CUMBERLAND DATE OF DEATH: 07/12/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $7,500.00 TOTAL AMOUNT PAID: $7,500.00 REMARKS: LA ROHM SEAL CHECK#421 INITIALS: VZ RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717)240-6345 Date: 11/01/2004 MEYERHOEFFER KAREN S 48 EASTOVER BLVD MT SIDNEY, VA 24467 RE: Estate of KELLER CHLOE E File Number: 2004-00725 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 11/14/2004 Your prompt attention to this matter will be appreciated. Thank You. cc: File Counsel Judge GLENDA FARNER STR_ASBAUGH Clerk of the Orphans' Court Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717)240-6345 Date: 11/01/2004 ROHM LINDA~2FN 227 WEBSTER STREET CARLISLE, PA 17013 RE: Estate of KELLER CHLOE E File Number: 2004-00725 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 11/14/2004 Your prompt attention to this matter will be appreciated. Thank You. cc: File Counsel Judge GLENDA FARNER STP~ASBAUGH Clerk of the Orphans' Court Name of Decedent: CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Chloe E. Keller Date of Death: July 12, 2004 Will No. 2004-00725 Admin. No. To the Register: I certify that notice of (beneficial interest) t dmi 'str ti 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 November 6 t 2004 : Name Address Tammera Fl'iht 33 Sprin9 Court, WaYnesboro, VA 22980 JoE] T. Soud~rs 6] Harper Street, Weyers Cavet VA 24486 Rri~n W_ "ohm Daniel L. Roh~ 997 W~¼Stor S~ro~t. C~rlisle, PA 17013 2977 Enola Road, Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: Signature Name Linda A. Rohm Address 227 Webster Street Carlisle, PA 17013 %lephone( ) (717 243-5641 Capacity: X Personal Representauve __Counsel for personal representative NOV-08-2004 ~ON I0:56 R~ LIB DEV SUBSDIES&6RRNTS ?R× NO, ?177872117 P, 02 Name of Decedent: CEIlTWICATION OF NOTICE UNDER RIiLE Da~eofl~ath: July 12, 2004 Will No, 200~.-00725 Admin. No. To ~e Register: I certify that no,lc~ of (b~ndidsl inmr~s0 sl~ required by Rule 5.6(a) of the O~hans' Court Rules served on or mailed to the following beneficiaries of the above-captioned estate on November 6, 2004 Name __] ~ammer~ Fl'iht ,7o~1 Daniel L. Re, bm Addmss 3~ Spring Court, Wavnesboro~ VA .22980 61 HarPer .gtr~t, Wey~rs Cave, VA 24486~ 2977 Enola Road, Carlisle. PA 17013 Noti~ has now been given to all persons entitled thereto under Rule 5,6(a) exc, ep. Date: ~' A,/O ty O tv' Signature Capacity: X Personal Representative .... Counsel for ~rsonal rcpresen~fiv, COMMONWEALTH OF PENNSYLVANIA DEI'ARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ROHM LINDA ANN 227 WEBSTER STREET CARLISLE, PA 17013 n______ fold ESTATE INFORMATION: SSN: 174-05-0739 FILE NUMBER: 2104-0725 DECEDENT NAME: KELLER CHLOE E DA TE OF PAYMENT: 04/01/2005 POSTMARK DATE: 04/01/2005 COUNTY: CUMBERLAND DATE OF DEATH: 07/12/2004 NO. CD 005148 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $766.79 I I I I I I I I TOTAL AMOUNT PAID: $766.79 REMARKS: CHECK#103 SEAL INITIALS: CCP RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS - REV. t 50<: EX {6-00) '* COMMONWEALTH OF , PENNSYLVANIA . . DEPARTMENT OF REVENUE . DEPT. 280601 HARRISBURG, PA 17128-0601 -""l _ w ... ~:$U) UO::~ wQ.U :1:00 uO::..J Q.al Q. <I: ~ Z W C W U W C DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) KELLER, CHLOE E. REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 04 0725 NUMBER DATE OF BIRTH (MM-DD.YEAR) 10/29/1913 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE , REGISTER OF WILLS -i SOCIAL SECU-RITY NUMBER-- o 2. Supplemental Return o 4a. Future Interest Compromise (date of death after 12-12-82) o 7, Decedent Maintained a Living Trust (Attach copyofTrustl o 10. Spousal Poverty Credit (dale of death between 12-31-91 and 1-1-95) o 3, Remainder Return (dale 01 death phor 10 12-13-82) o 5. Federal Estate Tax Return Required 8, Total Number of Safe Deposit Boxes o 11, Election to tax under Sec_ 9113(A) (Altach Sell 01 ... Z W C Z o Q. lIJ' W It It e, (,J' THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS Lind_a_!\~n~oJ1rT1n 227 Webster 8t FIRM NAME (If Applicable) Carlisle PA 17013 COUNTY CODE YEAR SOCIAL SECURITY NUMBER 174-05-0739 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) (1) (2) (3) (4) (5) 4. Mortgages & Notes Receivable (Schedule D) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 1,085.00 5 Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) :z o 1-- <C -' :J I-- CL. <C u w cc: 8 Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) DATE OF DEATH (MM-DD-YEAR) 07/12/2004 \Xl 1 , Original Return o 4. Limited Estate IX] 6. Decedent Died Testate (Attach copy of V\jll) o 9. Litigation Proceeds Received TELEPHONE NUMBER (717) 243-5641 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 56,683.66 (6) 32,276.65 (7) 125,000.00 (9) (10) (8) 22,461.72 105.26 c:> f'.....l 215,045.31 22,566.98 192,478_33 192,478.33 8,661.52 8,661.52 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12 Net Value of Estate (Line 8 minus Line 11) (11) (12) (13) 13 Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (14) z o ~: ~ ::> CL ~ o C) X ~ 15. Amount of Line 14 taxable at the spousal lax rale, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19 Tax Due x .0 (15) 192,478.33 x.O 45 (16) x .12 (17) x .15 (18) CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT (19) 20.0 > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < LAST WILL AND TESTAMENT OF CHLOE E. KELLER I, Chloe E. Keller, a legal resident of the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory, and understanding, do hereby make, publish, and declare this as and for my Last Will and Testament, hereby revoking all other wills and codicils heretofore made by me. FIRST: I direct that all my just debts and funeral expenses, including my grave marker, shall be paid from the assets of my estate as soon as practicable after my decease. SECOND: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. THIRD: I give, devise, and bequeath unto each of my grandchildren who shall have survived me the sum of Five Thousand and nol1oo ($5,000.00) Dollars. FOURTH: I give, devise, and bequeath the residue of my estate, of every nature and wherever situate, to my two daughters, Karen Sue Souders and Linda Ann Rohm, equally, provided that the share of either daughter who shall predecease me shall be distributed to her issue, per stirpes, and in default of any such then living issue, such share shall be added to the share for my other daughter. FIFTH: Should either of my daughters be indebted to me at the time of my death, I direct that the amount of such indebtedness be added to the total value of the residue of my estate, and after determination of each daughter's share, such indebtedness shall be deducted from such indebted daughter's share. SIXTH: Any distribution of the monetary bequest identified in paragraph THIRD of this Will, which is distributable to a minor, shall be held in a savings account, certificate of deposit or similar security, in a federally insured banking or savings institution in the name of the minor and marked not to be withdrawn until the minor attains the age of 21 years. SEVENTH: I direct that -any'sharexjt"~ittlle of any beneficiary under the age of Twenty-one (21) years shall be-held, IN!fRUS'lit'h'6wever, by my surviving daughter, as Trustee, to hold said share for the benefit of each said beneficiary under the age of Twenty-one (21), upon the following terms and condi~1'Sltt 17- 9nV 170. "'.'/:' '(' 1:~"'';'"_tP.:''';.t j ~"!!!:.f\ ~'" ,,>,)!,)c.'t:! ~.c., 2 :r!j~+()..p;:; l:uc:atj _ell( initials A. To pay the income and so much of the principal as may, in the sole discretion of my Trustee, be necessary for the maintenance, support, medical expenses, and education of each beneficiary. B. The amount to be paid for the benefit of any of said beneficiaries shall be determined from time to time by the need of each of said beneficiaries, and the amounts and times of said payments shall be determined by such need. The said payments may be made by my Trustee directly to each of the said beneficiaries, or to such of them as may be, in the sole opinion of my Trustee, of such age and ability to handle properly the funds so paid to such beneficiary, or may be made by my said Trustee directly to the person having the custody and care of any of the said beneficiaries, or may be made by my said Trustee directly to any institution entitled to such payment by reason of services rendered or to be rendered to any of the said beneficiaries. C. To pay the accumulated income and principal then remaining in her hands to the said beneficiaries, upon each beneficiary's attaining the age of Twenty-one (21) years. D. Any and all payment or payments of any sum or sums, whether in cash or in kind, and whether for principal or income, payable to said beneficiaries, shall be made upon the sole receipt of the respective beneficiary to whom the payment is made, and free from anticipation, alienation, assignment, attachment and pledge, and free from control by the creditors of any such beneficiary. All shares of principal and income herein given shall be free from anticipation, assignment, pledge or obligation of any beneficiary, and shall not be subject to any execution or attachment. EIGHTH: I nominate, constitute, and appoint my two daughters, Karen Sue Souders and Linda Ann Rohm, Executrix, or the survivor as Executrix, of this, my Last Will and Testament. In the event of the renunciation, death, resignation, or inability to act for any reason whatsoever of the said Karen Sue Souders and Linda Ann Rohm, I nominate, constitute, and appoint Financial Trust Services Company of Carlisle, Pennsylvania, Executor, of this, my Last Will and Testament. I hereby relieve my Executrix from the necessity of posting security in connection with their duties as such in any jurisdiction in which they may be called upon to act, insofar as I am able by law so to do. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will an~ament, con~ewritten pages, each of which bears my initials, this OJ../t day of , 1998. ~?;, .k~ (SEAL) AFFIDA VIT COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTYOFCUMrnERLAND ) We, Edward L. Schorpp and -K G::t:ii JuJu. ~'. ~ , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her Last Will; that Chloe E. Keller signed willingly and that she executed it as her free and voluntary act for the purpose therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time eighteen or more years of age, of sound mind, and under no constraint or undue influence. t! Sworn ~r affirme~. and su~sc~d to before me by Edward L. Schorpp and ~ ~~. ~ ,witnesses, this ~ 1~ day of _ ,1998. ~.##-<sEAL) Witness, Edward L. Schorpp ~./~~ Witness - (SEAL) ~~rro (SEAL) Notarial Seal Susan K. Guyer, Notary Public Carllsle Boro, Cumberland County My Commission Expires Sept. 4, 1999 Mfimbpr, Penney Vlltlll 'SOC atitltl 0 otarles Signed, sealed, published, and declared by the above-named Testatrix, Chloe E. Keller, as and for her Last Will and Testament, in the presence of us, who, at her request, in her sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ~~~ ~ J ~~--~ ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) I, Chloe E. Keller, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn ~rrmed to ~~ ~knowled~ed before me by Chloe E. Keller, the Testatrix, this a. '1 day of -r "-6-I"tt.P\ , 1998. _Lhl1r! t l~ Chloe E. Keller, Testatrix Notarial Seal Susan K. Guyer, Notary Public Carllsls Bora, Cumberland County I My Commission El:pirlilS Sept. 4, 1999 "M'amber, Pel1t1t:y!VI111U'J t;${Jclation ~ olar es . REV-15D3 EX+ (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF KELLER, CHLOE E. FILE NUMBER 21-04-0725 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION The MONY Group, 35 shares common stock. Final day of trading 7/7/05, merged with AXA VALUE AT DATE OF DEATH Financial. Reported at cash consideration value of $31.00 per share 1,085.00 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 1,085.00 ImmiI ~~ An AXA Financial Company The MONY Group 1740 Broadway New York, NY 10019 www.mony.com THE MERGER WITH AXA FINANCIAL HAS BEEN COMPLETED YOUR FINAL DIVIDEND CHECK IS ENCLOSED MONY GROUP POLICIES REMAIN SECURE July 2004 Dear Fellow Stockholder: As all of you know, the merger with AXA Financial was approved by a majority of our stock- holders at our special meeting on May 18th. This marked a great day for our two companies and I want to again extend my sincerest appreciation for your support and patience throughout the process. Not only does this merger deliver the best value creating opportunity for our stockholders, but those stockholders who are also policyholders will now also enjoy the advantages that come from being part of one of the world's premier financial services organizations. With approxi- mately $522.6 billion in assets under management as of March 31,2004 and superior financial strength ratings, AXA Financial has the size, scope and resources to provide MONY policy- holders with an additional array of products and services. Under the terms of the merger, MONY stockholders will receive $31.00 per share in cash from AXA Financial, plus $0.34755 per share in combined dividends from MONY, each without interest and less any required withholding tax. Accordingly, we are enclosing a check for the full amount of dividends owed to you based on the number of shares of MONY common stock you owned immediately prior to the effective time of the merger, which occurred on July 8, 2004. For those enrolled in the company's Dividend Reinvestment Plan, please be aware that given the merger consideration your final dividend could not be reinvested and therefore is included in the enclosed check. Most stockholders will be receiving an additional check from AXA Financial in the coming weeks, which accounts for the $31.00 per share owed to you based on the number of shares of MONY common stock you owned as of July 8, 2004. Those shareholders who are seeking appraisal rights or are in the process of certifying their Taxpayer Identification Numbers (TIN) or returning a Letter of Transmittal related to their stock certificates, will have to wait until those procedures are completed before any payment from AXA Financial will be made. A full account statement and 1099 statement retlecting the shareholder distributions will be mailed directly to you in January 2005. If you have any questions, please don't hesitate to call EquiServe Trust Company toll-free at 1-800-926-6669, or email usatMONY@Equiserve.com. Again, thank you for your support and best wishes. On behalf of the Board of Directors, Ff/K 3 o :J '< 6- <' :J S 6 -.j r\, o o ~ REV-15G8 EX'" (6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF KELLER, CHLOE E. FILE NUMBER 21-04-0725 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 VALUE AT DATE OF DEATH 1. H/HH Bonds, US Treasury Department D5242363HH - face value 500, issue date 4/2000 V1472586HH - face value 5,000, issue date 4/2000 X1020500HH - face value 10,000, issue date 4/2000 X1020501 HH - face value 10,000, issue date 4/2000 X1020502HH - face value 10,000, issue date 4/2000 X1020503HH - face value 10,000, issue date 4/2000 X1020504HH - face value 10,000, issue date 4/2000 55,500.00 17.00 2. American Red Cross, refund 3. Hurst Corporation, subscription refund 3.66 4. Sale of personal property 466.00 5. US Department of Revenue, income tax refund 697.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 56,683.66 ~_._-_.---~~-------. SERIES HH ,,: -- --. OEF ERRED INTEREST I "" '" ""', ." ,",. '~;~~""~)\fP~'~. i l~~':lTh~f~~,~r~::i~>;,:,.;;:.,.'1!'~.E~,:' ,< f. SEHIES I-IH I [ t i [ ",,,:~.~ . '. II ,,:.. I - 'tltmll!!"BlI~Jj)fjl.ml~<<m~UB~ WILL .....T AT ANV TIME SIX MONTHS ...rTER OATE or ISSUE ,~Y\JM;~J~mit!~lQ.lI,i!{~!~J~J~~1 174-05-0739 04 .2000 CHLdli' EKliLLliR 227,WliBSTER" A "E CARLISliE, PA i7013 $------4-12. 32 05242363 D52Lf23b3HH . . II ,,':.. I _- . ,,: _- _-. . . - . - . I . I '!lJ!~~'!lJIID>~cm~~ WILL PA,V A,T ANY TIME SIX MONTHS "'FTER O...Tli: OF ISSUE ,~jV~j~~~H>~~!!M~S) 174-05-0739 i04 2000 7(1 ,"':-:-, ~:_':__" , ,-_--:~-:... T,Y':: :rl: CHLOf:tlr' iKEUtf~y"~FT' 227[ iwas!'TfER, ~'E'i.i CAR,L.J!~4:Eij !1PA1",-Z0 ~ i5 ~d, '" " '''_, ' i'i~'~!' :;;i, ~: Pi:,?,:'" 01472586 1'!IFRrn:.D1NlEREST $.--4,123 20 7c~';: rLJ.....;." \:"-"""rv~/"', '7:-...~r"'"." VILfl258bHH 00414100118077 .1; .0 0 0 . l. 7 2 5 B I; III E.<ID~~" " , , ....;..':~rt4 SERIES HH l"""~ ji ,~ ,~ ,if' Pi , , . , OEF ERRED IN TEREST $ . ,,: -- _-. .. _-: I . I ~~l!~meD~lPJJIl~~~ Will PA,Y AT A,NY TIME 151X MONTHS ...fTER C...TE or PSSUE 1.1~~~r~l!\l.~1!J~~~~!1~)~l~nJ~1~~~ INTEREST CEASES 20 YEARS FROM ISSUE DATE OF 174-05-0739 04 2000 7;, CHLOE: ,E KELLER. 227 .WEBSTER lAVE CARLISLE, ~A. 17013 01020504 8,246 20 -" "'c ,7/. ~c''''-_" <c. 11-.~. r....fff,,'V"'"!r, ir"'~f"ry XI02050LfHH 7000 .0 2050 l.1I1 00414100118077 .7 .,.~~~;~CN~i~;<;)0~&~~~ol)~~'~kcli:~~"~i1~;"'.~~~:;..! 1~.I~~:.1%Ji~~'~~".. I ,{,~_~~:!',,~..:':':>,"~~):f~. 't ;; ,': H 'ES 1111 ,l' f /' ~\ ~t' . . " f ~. i. } if .~. if. '.~. I OEF~RREU l~rEREST :~ ! r>.,~~ . r \I " :.,.. - , ".: _- _-, ' . _-: ": I "." ~ 1,11.!!~J tJl~_al~l~)~~~W~~J.mJjI.A\ WILL PAY AT ANY TIME SIX MONTHS AfTf:R OAU: Of 'SSUE ~nt~~I"!l;!4~~11l~i~~!I~} 1.~J~~:mti~~~~SJ INTEREST CEASES 20 YEARS FROM ISSUE DATE OF 174-05-0739 04 2000 7;) CHLO~! E KEILL~R. 227 WEBSTER.A\!e CARL+.ISLEi, f;>>A 17013 01020501 $---~246. 40 00414100118077 XI020S01HH --~) i,S 'i: V-~ \'"..,.,I"r<I"IM~ j;,,~~/t~.'1 ~? ...000 ~O 20 SO J.III . . \I "-:of I _ If: _- _, ' . - '., . - . i_ill" S't. ). .i " ',/ +_ ,~~ .,.J-" .II,~.:", - ..:" . . ..,.,' _. ~-,C,.r;.,;>_, ~ \: SEHIEsHII {""". . . ~, . I '!!I.m:~,.tf!t!Q>fjj_lI!!l~tm~:it~ W\.LL PAY "T "N"' 1'\WlE Sl::O: MONTHS AFTER DATE or ISSUE ~!lt~rll.!:I.fr~.\\fII$.~~!!~! ~J~.mk~l;t~} INTEREST CEASES 20 YEARS FROM ISSUE DATE OF 174-05-0739 04 2000 7;, CHLOE E KELL~8 227 ; WEBSTER .M/E CARLISLE,~PA ltoi3 01020502 -.\2 cO ("S 'i: rl~ \-....r"'"'1""lu./r,,r.rt'r.'l XI020S02HH DEFERRED INrEREST $---8-,.246.36 \~ 00414100118077 *? 1~1-:,,>,~';:"l.~:.::'':~;:'~~'',j.~;:~;.:.tl;.~;~;;.:;.:;.~;;;~,j;',:,:;';:;:;...jiil>l~:~~1'4;1r;;;.\t;~~~';4~~'i"r~1_~~Y'~':\_'~~!.~,_~ \---------- II -- - ::SEHIE~HH f~ (--" ~ ,t ~' il 5000 * 020 SO 2111 . . \I " :., I _- , ,,: _- _-, ' . llI..m:l[iJJm~~~Jtm'~~ WILL PAY AT ANY 'flME: 51:< MONTI-lS AFT"R o,o,TE: OF tSSUE: \!l.~"l.~~i:@J.li!~~~~!~~) 1~@.m~;l!<;S~ INTEREST CEASES 20 YEARS FROM ISSUE DATE OF 174-05-0739 04 2000 1;1 CHLOE E KEL.LER: 227W,EBSTER 'AVa CARLISLE; .PA i 1013 01020503 --, Ii ,. J(: ,,5/ 'i: 't-__..~~ XI020S03HH DEFE9RED IN rEREST $__ 8, 246 . 20 J.? . ' , ~'--.:., '-..'~; , ~;"''''''r'l,,'-'/'r i;,,~, ,,~., 00414100118077 bOOO .0 20 SO 3111 ~1i~'!lJ'Jil:~-~^,"""""'''''~'~'iI'''~Iibi.!il''~~''''!NWM11W-Oit~Ji&.::;Z DEFERRED INTEREST $ ,~\t: ~- _-', -". . _- ": I ~!~l!~I!!~.~~~J}!I!l1.~@JJ~ W1U.. PA'I ^-r }ioN" TIME Sl~ MONTHS ..."YEP DATE OF 155UE 174-05-0739 '~I~~~i~I\-n~(~]Js)~t",~!J!~)1.~,~~:'_H~1.,~~} If! CHLOE (,KELLER. 221 . W,EBSTER.AVE CA~LISL~) ~A 170~3 8,246.40 004141U0118077 ~? ,:;.~.;.,::....:,;',:.:~.:':;',;',~.;,;;/;',1.G,;J.i4;p:,~;"o"':;~1'~~~i~'~~~'i1i:'\~_\i_~1t~~S~~~~;~~~!:'~~ -~ c, i.L':)' ~, lv-I.." \......"'"FlJp/l/"ir"u,,TII INTEREST CEASES 20 YEARS FROM ISSUE DATE OF 04 2000 01020500 l' , I ! XI020S00HH JOOO .0 2050011- ~~~~~"~~J$~~Y;~~M~~~W~41~~~~tr.tIW._~'_-_~i 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 Establised 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 CERTIFICATES OF DEPOSIT: 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 Estate of: CHLOE E. KELLER Date of Death: July 12, 2004 Social Security Number: 174-05-0739 ~1~ MEMBERS 1st FEDERAL CREDIT UNION 197805 -00 10/16/2000 $327.91 $.10 $328.01 Linda A. Rohm, Karen S. Meyerhoeffer 10/16/2000 197805 -11 10/16/2000 $1,823.91 $.00 $1,823.91 Linda A. Rohm, Karen S. Meyerhoeffer 10/16/2000 197805 -05 08/18/2001 $63,994.00 $25.74 $64,019.74 Linda A. Rohm, Karen S. Meyerhoeffer 08/18/2001 197805 -41 02/21/2003 $23,137.33 $20.92 $23,158.25 Linda A. Rohm, Karen S. Meyerhoeffer 02/21/2003 lJ. ~RS [STJ1DERAL CREDIT UNION :1t~U~~ D mseA. Wolfe /- Insurance Supervisor July 30, 2004 5000 Louise Drive · P.O. Box 40 · Mechanicsburg, Pennsylvania 17055 . (717) 697-1161 · wwwmemberslst.org SEHIES HH \i( ~ ~.. .\J( ~~ ~ . - w ~, ~ '- "V ~ ~ ~ ~ , Li :~ lr);/! ~\.~~-il\~~_~~/i\,-, ~. ~ II W :.. I _- , w: _- _-, .. _-:,. I OR KAREN MEYERHOEFFER DEFERRED INTEREST $ 0 . 60 ~~~.~ ~A~g;;_~ iNTEREST CEASES .20 YEARS FA OM iSSUE DATE OF 174-05...0739 08 2002 CHUJEIEKELLER i 227WEBSirE~! ST. CARLiSLE, PA~ 170 I I I I 06d2oB07 I Db020IWJ'l1H I 00314102239068 ~~ ~1:: t t,-W'<:rf : ":; \II =' : ':; W =" ; . i!\:l.'~" H~ ,,~~t.,~ ~~ ,/t\ i ~ 'If Lf\. ~ _ ~. I _u_____________~_ I-SERIES HH DEFERRED INTEREST $ . II W :.. I _- , w: _- _-. .. _-:,. , ~~~.~ WILL PAY AT "NY tiME $I~ MONTHS A'TER OA.TE 0' ISSUE ~~pn~ INTEREST CEASES 20 YEARS FROM. ISSUE DATE OF 174-05"'0739 08 2002 CH LdE:lEI( EllLE R: 227 I~E:BSTER~ST,. CARLISLE!;PA 17013 OR KAREN MEYERHOEFFER 06020808 ~H...I~ I'=IES HH. I I I I I Db020808HI-I S"""'lmy..l1lu 7i-,'I':'/ 5000 bO 20808111 ..~ l"' -t ": ~ -"lJ{ ,-#1 ': ~-- J: ,-~ ~ , - I '0 ~. 1._ ~. " .~ ii:;jl,,, l "',,~. , ,~ " -<<. DEFERRED INTEREST $ .IIW:..' _- W : _- _-, . . - . - . , II ~~~~g-l!BA WILL fOAl' A.T. ANl' TIME .S.lII. MONTHS "'I"T!;l'I D"'TE Of ISSUE mml~!!~!mD~ iNTEREst. CItASES. 20 YEARS FROM ISSUE bATE OF 174-05-0739 08 2002 Tr; CHLOE. EKELLER ; 227WEBSTER.ST CARL ISLE; PA' 17'013 OR KAREN MEYERHOEFFER 0.00 06020809 Db020809l-fH 00314102239068 W ri! : ~,- rt: h'W/: - "-"'\f/ ~f ~ ' it"L__~.:. ~ :-;'S u-,4!;: ..1\;;o,t ~ <t":,,ti\ ~!so " <<. SI'~H IES III-I DEFERRED INTEREST . W W :.., _-. : _- _-. 'I _-: I . , tlHJm~~tm'~ WlLL PAY AT ANY TIM!!: SIX .MONTH5 AI'TER DATE Of IS.5UIE ~mg~'V~)~ 174-05-0739 CHLOE E KELLER 227 WEB$'TER.st' ......>. CARLISLE.I PA 17013 OR ~H...I~ ~-- , SERIES HH ! ' J~""lmy#lIlu '};n~llry 50001;0 208 ~ 11111 Em INTE~ESTCEASES 20 YEARS FAOM ISSUE DATE OF 08 2002 06020819 ])b02081CfHH ,W. -'" - <- \Jl -" ' <- W " , ~ : ",t!\j,tht-:')Ll\ ",:'" i ~ - Ii\ -~ : "'. I II W :.., _- . W: _- _-', 'I ::: I I' 'mBl~~_~jtlJmm!l\ ~iaAijilJOO~~~ 174-05-0739 CHLOE! EKEIlLER 227 :WEBSTER.ST CARLJISLE,. PA 17013 OR INTEREST CEASES 20 YEARS FROM ISSUE DATE Of '08 2002 06020820 Db020820HH ~~_.~ uWjjA~~~~;~ SERIES HH IWW:'" _- . W:_- . 'I _-: I" 174-05-0739 CHLOE! E. KEllER 227 WEBSTER ,. sf CARLISLE, PA 170 OR LINDA ROHM DEFERRED INTEREST $ 0 . 80 ~H...I~ St!t:rdouy.,{lIu7r-nuy 00314102239086 1'0001;0 208 2 ~\I1 I.... INTEREst -cEAsES 20 YEARS FROM ISSUE DATE OF 08 2002 06020821 DbD2D821HH I j___n: _n:___-- SEnIES HII ~_._.~-~ ---"._"~--- ..-......-----..,---.-.- ----.---.----.... . II ~ :.. I _- , ,,: _- _-, . . _- : , II ~JID~,.Jfjfj}l.JBJJ.~mmA WILL ""''1 ,AT ANY TIME 5IX,M.ONTHS.IVTEI'I .DATE OF ISSUE: .~!f.m~!!@!Ii~~ 174~05~0739 06 I !2003 DEFERRED INTEREST 06326035 Db32b035HH I---'~-'-'~'-'-~'--"-----,~---,,- ~", . . . II ~ :.... _- , ,,: _- _ _ . . - : , II 1lI_l[~~~!~~~~~~~ @l'JJ.mQ~~!!~.dWQW1M~ 174-05-0739 CH L O~~;E: KEl. LER 227!E!SSTERSl CARksLE.,' PA11013 T:r:::i';:";;I:,;0;';F~\~; ,:,i:i \ OR KAREN MEYERHOEFFER 06326034 DEFERRED INTEREST - .... ' ....:;:;;ri-.,;:.....-.;._.~- SE Itll':S lIll DEFERRED INTEREST . . w ~n.., - , \I: _- _-, .. . _- : I m1l!\l!'mIEJfjlJmBJjjtml~.B~ WILL PA" AT ANY riME SlX MONTHS AfTER OATl! Of ISSUE m.~~@jl!~llj)I!~~ !~l~~I~~Y:fSj INTE~E:STe,::EASES 20 YEARS FJ:?OM iSSUE DATE OF 174-05-0739 :tJ6 2003 CH LO.~E'~REl.I..E~ ..... 227i'WE:B~lER SJii CA~kiISLE, PA '11013 I ' " :f"ii,\;' :\:~~~ i::~;:i;:' " ;[1 $ OR LINDA ROHM 0.00 06326036 D03Cb.albHH Ih'ti ~ .'I,ad"rI; ",'flu 7i~{M'l"Y SJ;:BI ES H-H DEFERRED INTEREST $ . 'II \1-:'" - \I : _- _-, · . '{lgU~IlQD)~JQ.V~~ WilL PAY JIlT ANY TI"'1O SIX J'.ONTI'IS AfTER O"'TE. OF IS$UE ~..i~~!!l~W~~t!~J1,~~ INTEREST CEASES 20 YEARS FROM ISSUE DATE OF 174-05-0739 06 i2003 --- OR LINDA ROHM 0.00 06326037 Db32b031HH bOOO b l 2 b 0 l ? u' 00314103156051 ~... 1.~"l..~.t'P...:J.t,p~~,J.r1;$t;1.o~w~:;'~&;1>$Ui.t.~&~1l~~M~\~~_~'tJ~~e~.~~~OWIi~-.. ..~. ~ ~ _ _ _~ _ REV-1510 EX+ (6-9B) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISe. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER KELLER, CHLOE E. 21-04-0725 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER 1. DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COpy OF THE DEED FOR REAL ESTATE. DATE OF DEATH % OF DECO'S EXCLUSION VALUE OF ASSET INTEREST (IF APPLICABLE) TAXABLE VALUE All that certain improved tract of land situate in the Borough of Carlisle, Cumberland County, Pennsylvania, known as and numbered 227 Webster Street, Carlisle, PA to Linda A. Rohm, March 10, 2004. See Cumberland County Deed Book 262, Page 1188. Valued as per attached appraisal. $125,000 0% o 125,000.00 TOTAL (Also enter on line 7 Recapitulation) $ 125,000.00 (If more space is needed, insert additional sheets of the same size) .' . JCY7WI ~. HOBERT P. ZIEGLER ufO '1...."r)nr)l='n f';V.c- Dr.r:OS ~.t:v... 1\_ i-l) I ......... . II . -, C ") I ~ N n 0 0 U N T Y ., ,:, \ i'l U "~ t\.....M .... Tax Parcel No. 02-20-1800-119 1Ll riAR 29 A~ 9 3THIS DEED, MADE THE 10th day of March in the year of our Lord Two Thousand and Four (2004), BETWEEN CHLOE E. KELLER, widow, of Carlisle, Cumberland County, Pennsylvania Grantor and LINDA A. ROHM, of Carlisle, Cumberland County, Pennsylvania, Grantee WITNESSETH, that in consideration of One and 00/100 Dollars, - $1.00 in hand paid, the receipt whereof is hereby acknowledged, the said grantor does hereby grant and convey to the said grantee, her Heirs and Assigns, ALL those two certain lots of ground situate in the Borough of Carlisle, County of Cumberland and State of Pennsylvania, bounded and described as follows, to wit: BEIN G Lots Nos. 18 and 19 as shown on a plot of lots laid out and known as "Henderson Addition", and recorded in the office of the Recorder of Deeds in and for the said Cumberland County in Plan Book 2, Page 27, and being known and numbered as 227 Webster Street, Carlisle, Pennsylvania. BEING the same lots of ground which Ray S. Cornman, Executor of the Last Will and Testament of Mrs. Gertrude M. Cornman, conveyed by deed to Clyde E. Keller and Chloe E. Keller, his wife, dated January 3, 1939, and recorded in Cumberland County Deed Book "X", Vol. 11, Page 504. Clyde E. Keller died on the 25'h day of November, 1985, thus vesting sole title to the property in Chloe E. Keller, his widow. TOGETHER with all and singular ways, waters, water-courses, rights, liberties, privileges, hereditament" and appurtenances whatsoever thereunto belonging or in anywise appertaining, and the reversions, and remainders, rents, issues, and profits thereof; and all the estate, right title, interest, trust, property, possession, claim and demand whatsoever, of it in law, equity, or otherwise howsoever, of, in and to the same and every part thereof. AND the said grantor hereby covenants and agrees that she will warrant specially the property hereby conveyed. THIS conveyance is a transfer from mother to daughter and is, therefore, exempt from Pennsylvania realty transfer tax. - f.crl~ .-~.~.~' ~~:t~..- ~';~11IqfJ "-"'__"~''''"Vl IN WITNESS WHEREOF, said grantor has hereunto set her hand and seal the day and year first above written. Signed, Sealed and Delivered in the Presence of C~jJcZ~ [Kd/~) Chloe E. Keller ,7~kJt,,,~ \ ~ Commonwealth of Pennsylvania ss. County of Cumberland On this, the lOth day of March, 2004, before me, Lindsay D. Baird, the undersigned officer, personally appeared Chloe E. Keller, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. " ,. , .. h ,.' ,:. '.' ~,~ .'" . - '. I . ("..."~ .. . . " '~..... . Notarial Seal ..;~. LlI~dsay D. Baird, Notary Public .... Carlisle Bora, Cumberland C . My Com . . ounty z<;,,~;> '. .," :'. mISSIOn Expire. Oct. 21, 2006 .{. f,<lI6~~ II! W ' ' Member, PennsytvaniBl\ssociat;on tNota. I Hereby Certify, that the precise residence and complete post office address of the wifum rr~ed Grantee is: ;J.;r:; ll/cDSK;/ Y/U( (- (Ct, /1 sir //,r.;j It-or:] Q:c/NCil ;/~ (leI / /! / ,'-' Attorney for ' 11 Ci " fu ;' d- ',' c \.0 be recorded ':,1 \t\LJ PA '.~';n"'-.land County . \;'~ Ui'j',"'/.~~ J'r ..<--:.....> ~....."" (: '\ f Deeds Recorder 0 . eno~ r':,,.....,.,.,.. kt.)~. ~.fJ~1~.89 !File No. 0408731 Pace #1 APPRAISAL OF REAL PROPERTY LOCATED AT: 227 WEBSTER ST CARLISLE, PA 17013-2027 FOR: MEMBERS 1ST FEDERAL C.U. 5000 LOUISE DRIVE MECHANICSBURG, PA 17055 AS OF: APRIL 8, 2004 BY: DANIEL A. HOFFMAN, RL-001638-L PA STATE CERTIFIED RESIDENTIAL APPRAISER THE DYNAMIC TEAM, INC. 629 WYNDAMERE ROAD, ETTERS, PA 17319 PHONE (717) 932-8028 FAX (717) 932-4745 Form GA6 - 'TOTAL lor Windows' appraisal software by a la mode, Inc. - 1-800.l\lI\MOOE IFile No. 0408731 Paoe #31 THE DYNAMIC TEAM, INC. 629 WYNDAMERE ROAD ETTERS, PA 17319 APRIL 15, 2004 MEMBERS 1ST FEDERAL C.U. 5000 LOUISE DRIVE MECHANICSBURG, PA 17055 Borrower: FileNo.: 227 WEBSTER ST CARLISLE, PA 17013-2027 ROHM,L1NDA 040873 Re: Property: 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 1he 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 me or any of my staff if we can be of additional service to you. Sincerely, C0Jg~ DANIEL A. HOFFMAN RL-001638-L PA STATE CERTIFIED RESIDENTIAL The Dynamic Team, Inc (717) 932-8028 IFile No. 0408731 Paae #41 Summary AppraIsal Report UNIFORM RESIDENTIAL APPRAISAL REPORT FileNo. 040873 Proper\v Address 227 WEBSTER ST Cltv CARLISLE State P A Zip Code 17013-2027 leoal Descrintion ATTACHED DEED 262-1188 Countv CUMBERLAND Assessor's Parcel No. 02-20-1800-119 Tax Year 2003 R.E. Taxes S 1 972 APP Sneclal Assessments t NIA Borrower ROHM LINDA Current Owner ROHM LINDA Occuoant fX1 Owner f l Tenant f l Vacant ProoeJtv riohts annralsed M Fee Simnle I Ileasehold ProieclT Vt\l\ I I PUD r \ Condominium (HUON A onlvl HOA $ NIA 11.10. Nelnhborhood or Proiect Name NONE Man Reference SEE APN Census Tract 0121.00 Sale Price $ RE-FI Date of Sale N/ A Oescriotlon and S amount 01 loan char"eo/concesslons to be nald bv seller N/A Lender/Client MEMBERS 1ST FEDERAL C.U. Address 5000 LOUISE DRIVE MECHANICSBURG PA 17055 Aooraiser DANIEL A HOFFMAN Address THE DYNAMIC TEAM INC. 629 WYNDAMERE ROAD ETTERS PA 17319 Location o Urban ~ Suburban W Rural Predominant _~ntframIlYhouslE9 Preaenlland use % Land use change Built up DOver 75% o 25-75% 0 Under 25% occupancy PRI AG One family ~ [8J Not likely o Likely $(000) (yrs) Growth rate o Rapid [8J Stable o Slow o Owner ~Low~ 2-41amily _ o In process Property values [8J Increasing o Slable o Declining o Tenant 250 Hinh 150+ Multi-family _ To: NIA Demand/supply 0 Shortage [8J In balance 0 Over supply ~ Vacant (0-5%) .Itll Predominant ~, Commercial 10 Marketina time n \Jnder 3 mos. ~ 3-6 mos n Over 6 mos. ' VacJover 5%\ 75-175 50+ Hote: Rece end lhe recla' composlllon 01 lhe neighborhood are nol appraise' 'aclors. Neighborhood boundaries and characteristics: THE SUBJECT NEIGHBORHOOD INCLUDES A ONE MILE RADIUS OF THE SUBJECT. COMMERCIAL USE IN THE AREA IS LIMITED TO THE TYPE TYPICALLY FOUND AND DESIRED ALONG MAIN ROADS IN SUCH AREAS Factors that altect the marketability of the properties In the neighborhood (proximity to employment and amenities, employment stabmty, appeal to market, etc.): THE SUBJECT IS LOCATED IN A PREDOMINANTLY RESIDENTIAL AREA AMONG PROPERTIES OF SIMILAR S1YLE AND MARKEl APPEAL THIS AREA IS CONVENIENTLY LOCATED IN RESPECT TO SCHOOLS, SHOPPING, EMPLOYMENT, AND TRANSPORTATIOr-. ACCESS. HOMES IN THE NEIGHBORHOOD ARE OCCUPIED AND APPEAR TO BE WELL MAINTAINED. THIS AREA PROVIDES REASONABLE SAFETY AND SECURtTY COVERAGE. '''PLEASE NOTE THAT THE PRESENT LAND USE PERCENTAGES LISTEr ABOVE ARE THAT OF THE DEVELOPED UTILIZED LANQ. Markel conditions 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 the prevalence of sales and financing concessions, etc.): CARLISLE BOROUGH PROVIDES AN AVERAGE ENVIRONMENT FOR THE HOUSE BEING APPRAISED. THERE ARE NO KNOWN FACTORS THAT WILL NEGATIVELY AFFECT THE MARKETABILITY OF THE HOUSE. ALL OF THE ITEMS IN THE NEIGHBORHOOD RATING GRID ARE RATED GOOD OR AVERAGE. THE PUBLIC SCHOOLS PARKS VIEWS AND NOISE LEVEL ARE TYPICAL FOR THIS TYPE OF NEIGHBORHOOD THIS IS A FAIRLY ACTIVE MARKET WITH NO SPECIAL FINANCING LOAN DISCOUNTS OR OTHER CONCESSIONS PREVALENT. Project lnlormallon lor PUOs (II applicable) - - Is the developer/builder in control 01 the Home Owners' Association (HDA)? U Yes U No Approximate total number of units In the subject project NJA Approximate total number of units lor sale In the subject project NJA Descrtbe common elements and recreational facllilles: NIA Dimensions SEE ATTACHED DEED Topography LEVEL Site area .19AC Comer Lot 0 Yes [8J No Size AVERAGE Specific zoning classification and description RESIDENTIAL Shape IRREGULAR Zoning compliance ~ legal o legal nonconforming (Grandfathered use) 0 Illegal o No zoning Drainage APPEARS ADEQUATE Hlqhest & best use as imoroved: [XJ Present use n Other use (evnlainl View AVERAGE UlIIRlee Public Other Off-elte Improvements Type Public Private Landscaping AVERAGE Efecbicity [8J Street ASPHALT [8J 0 Driveway Surface CONCRETE Gas [8J Curb/gutter CONCRETE ~ 0 Apparent easements NONE APPARENT Water [8J Sldewaik CONCRETE [8J 0 FEMA Special Flood Hazard Area DYes [8J No Sanitary sewer ~ Street lights MERCURY VAPOR ~ R FEMA Zone C Map Date 21311982 Storm sewer Allev ASPHALT FFMA Man No. 4253620oo4B Comments (apparent adverse easements, encroachments, special assessments, slide ilfeas, lUegal or legal nonconforming zonll1lJ.use, etc.): THE SIZE, SHAPE AND LANDSCAPING OF THIS SITE IS TYPICAL OF SITES IN THIS NEIGHBORHOOD NO APPARENT ADVERSE' EASEMENTS ENCROACHMENTS SPECIAL ASSESSMENTS SLIDE AREAS ETC. NEGATIVELY AFFECT THE VALUE GENERAL DESCRIPTION EXTERIOR OESCRIPTION FOUNDA nON BASEMENT INSULATION No. 01 Units 1 Foundation BLOCK STONE Siab NO Area Sq. Ft. 760 Roof _0 No. of Stories 1.5 Exterior Walls ALUMINUM Crawl Space NO % Finished 25 Ceiling _ 0 Type (Del/Att.) DET Roof Surface COMP SHING Basement FULL Ceiling WOP2-- Walls_D Design (Stylel CAPE COD Gutters & Dwnspts. ALUMINUM Sump Pump DRAIN Walls WOOD FloO! _ 0 ExlstinglProposed EXISTING Window Type DBL-HUNG Dampness NO EVIDENCE Floor WOOD None _ 0 Age (Vrs,) 65 Storm/Screens YES Settlement NO EVIDENCE Outside Entry NO Unknow~ [8J Effective Ane IVrs. I 5-7 Manulactured House NO Intestation NO EVIDENCE ROOMS Fover Livinn Dininn Kitchen Den Familv Rm. Rec. Rm. Bedrooms # Baths Laundrv Other Area Sn. F\. - Basement 1 760 Levell 1 1 1 1 1.0 1 851 level 2 3 1.0 858 Finished area above nrade contains: 6 Rooms' 3 Bedroomlsl: 2.0 Bathlsl: 1709 S uare Feet of Gross lIv1nn Area INTERIOR Materials/Condillon HEATING KITCHEN EQUiP. ATIiC AMENITIES CAR STORAGE: - Floors CARPET VINYUAVG Type FWA Refrigerator [8J None 0 Fireplace(s) # ~ [8J None 0 Walls DRYWALLlAVG Fuel OIL Range/Oven [8J Stairs 0 Patio 0 Garage # of cars Trim/Finish WOODIAVG Condition A VG Disposal ~ Drop Stair 0 Deck 0 Attached 1 CAR Bath Floor VINYLlAVG COOLING Dishwasher 0 Scuttle [8J Porch FRONT [8J Detached Bath Wainscot FIBERGLASSIAVG Central YES FarVHood 0 Floor 0 Fence 0 Built-In Doors WOOD/AVG Other NONE Microwave 0 Heated R Pool R Carport Condition A VG Washer/DNer Fi Finished Drivewav CONC Additional lealures (special energy ellicient items, etc.): SEE COMMENT ADDENDUM Condition of the Improvements, depreciation (physical, lunctional, and extemal), repairs needed, quality of construction, remodeling/addilions, etc.: NO FORMS OF FUNCTIONAL OR EXTERNAL OBSOLESCENCE WAS NOTED DURING THE INSPECTION. NO PHYSICAL DEPRECIATION WAS OBSERVED AT THE TIME OF THE INSPECTION. Adverse environmental condmons (such as, but not IImlled to, hazardous wastes, toxic substances, etc.) present in the improvements, on the site, or in the Immediate vicinity 01 the subject property.: NO KNOWN OR OBSERVED ADVERSE ENVIRONMENTAL CONDITIONS WERE NOTED AT THE TIME OF THE INSPECTION FOR THIS APPRAISAL Freddie Mac Form 70 6(93 PAGE 1 OF 2 Form UA2 - "TOTAL for Windows" appraisal software by a fa mode, inc. -1-800.ALAMODE Fannie Mae Form 1004 6(93 _11.._ "'__11__ IFile No. 0408731 Paoe #51 UNIFORM RESIDENTIAL APPRAISAL REPORT FileNo. 040873 ... = $ 20.000 Comments on Cost Approach (such as, source 01 cost estimate, site value, square foot calculation and for HUO, VA and FmHA, the estimated remaining economic life of the property): ON HOMES OF THIS AGE THE COST APPROACH IS UNRELIABLE AND IS NOT UTILIZED DUE TO THE DIFFICUl TV OR IMPOSSIBLE TASK OF ASSESSING DEPRECIATION AND OBSOLESCENCE. ESTIMATED SITE VALUE ESTIMATED REPRODUCTION COST.NEW-OF IMPROVEMENTS: Dwelling 1,709 SQ. Ft. @$ = $ 760 SQ. Ft. @$ = . Garage/Carport __ SQ. Ft. @$ Total Estimated Cost New Less Physical Depreciation I Depreciated Value of Improvemenls "As-Is" Value of Site Improvements . . INDICA TED VALUE BY COST APPROACH ITEM 1 . SUBJECT 227 WEBSTER ST Address CARLISLE Proxlmitv to Subiect Sales Price Price/Gross LivinQ Area Data and/or Vermcallon Source VALUE ADJUSTMENTS Sales or Financing Concessions Date of SalelTlme Location Leasehol&fee Simnle Site View Desinn and Anneal , nualllv' of ~onstruction Ane Condition Above Grade Room Count Gross Livinn Area Basement & Finished Rooms Below Grade . Functional Utility Heati;;-niCoolino - EnerQv Efficient Items Garane/Carnort Porch, Patio, Deck, Firenlace1s\ etc. Fence Pool etc. =$ ........ =$ .. =$ ....... ~$' COMPARABLE NO.1 69 E ST CARLISLE ~'l'!;''/I,~!<,~;!!I!i~ 0.44 miles ~ RE-FI .li'lh . ' $ rP $ 75.50 rfJ: INSPECTION MLS # 10096035 17DOM DESCRIPTION : +( -1$ Adiust. , CONVENTIONAL : NO EFFECT ' 12/23/03 : AVERAGE : FEE SIMPLE : .17 AC AVERAGE CAPE COD BRICK 56A AVERAGE Total : Bdrms: Baths : 6 : 3 " 1.5 : 1616 So. Ft. : FUll UNFINISHED AVERAGE OHWBB/NONE : SIMILAR NONE CVRD PORCH 1 FIREPLACE NONE Functional DESCRIPTION AVERAGE FEE SIMPLE .19AC AVERAGE CAPE COD ALUMINUM 65A AVERAGE Total: Bdrms: Baths 6 : 3 : 2.0 1 709 So. Ft. FUll REC ROOM{-} AVERAGE OFWA/CA STORM UNITS 1C ATT GAR PORCH 1 FIREPLACE NONE = $ External N/A ESTIMATED REMAINING ECON. LIFE 40-50 YEARS COMPARABLE NO.3 230 W SOUTH ST CARLISLE 0.92 miles COMPARABLE NO.2 633 N HANOVER ST CARLISLE ~ 122000J~ 65.14 rfJ MLS # 10093928 300M DESCRIPTION : + (-\$ Adlust. CONVENTIONAL: NO EFFECT ' 09/30/03 : AVERAGE : FEE SIMPLE : .13AC : AVERAGE ; 2 STORY -2500 VINYL 69A AVERAGE Total: Bdrms: Baths : +1,000 8', 4 : 2.0 : o 1 942 Sn. Ft. : FULL +1 000 UNFINISHED AVERAGE +2 500 GFWAlCA SIMILAR +2 500 2C DET GAR -1,000 PORCH,PATIO 1 FIREPLACE NONE 122 500 + (- \$ Adlust. -2330 +2410 +1000 +2 500 +2 500 -2,500 +1 500 : Net Adl. (total) + - :$ 3500iIiI'i' - -~ ?30Jlijt- :s Adjusted Sales Price ot Comnarable 1$ 125500 123170 129910 Comments on Sales Comparison (including the subject property's compatibility to the neighborhood, etc ) ALL SALES ARE CLOSED TRANSACTIONS AND DATES UTILIZED ARE SETTLEMENT DATES NOT CONTRACT DATES. ALL COMPARABLE SALES ARE CONSIDERED EQUAL INDICA TORS OF VALUE AND WEIGHED EQUALLY IN THE FINAL RECONCILIATION. THE BEST AVAILABLE COMPARABLE SALES WERE SELECTED AND USED FOR THIS APPRAISAl. 7410 ITEM SUBJECT COMPARABLE NO.1 COMPARABLE NO.2 COMPARABLE NO.3 Date, Price and Dala 03/10/2004 NO TRANSFERS NO TRANSFERS NO TRANSFERS Source, for prior sales $1.00 WITHIN WITHIN WITHIN within vear of annraisal DEED ONE YEAR ONE YEAR ONE YEAR Analysis of any current agreement 01 sale, option, or listing of subject property and analysis of any prior sales of subject and comparables within one year of the date of appraisal: SEE ATTACHED FIRREA ADDENDUM. INOICATEO VALUE BY SALES COMPARISON APPROACH .... $ 125000 INDICATED VALUE BY INCOME APPROACH (if Applicablel dE~ti~;t~d M;rk~t Reni d n~ H N/A H u/M~.u~ Gr~ssRerrt Multi~li~; = S N/A Ihis appraisal Is made [:><J 'as is" U subject to the repairs, aiterations, inspections or conditions listed below D subject 10 completion per plans & specifications. Conditions of Appraisal: SUBJECT IS APPRAISED IN ITS PRESENT CONDITION AS OF THE TIME OF INSPECTION. Final Reconcilialion: THE SALES COMPARISON APPROACH IS THE BEST APPROACH FOR THIS TYPE OF PROPERTY AND THE ONE FOR WHICH THE MOST RELIABLE DATA IS AVAILABLE. THE COST APPROACH WAS NOT APPLICABLE AS NOTED ABOVE. THE INCOME APPROACH IS N/A SINCE BUYERS ARE MORE INTERESTED IN AMENITtES THAN INCOME POTENTIAL. The purpos~ 01 this appraisal Is 10 eslimale the market yalue of the real property that Is the subject 01 this report, based on the above conditions and the certlficatfon, contingenl and limiting conditions, and market value definition that are stated In the attached 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 APRIL 8 2004 - (WHICH IS THE DA~F INSPECTION AND THEEFFECTIVE OATE OF THIS REPORT) TO BE $ 126,000 APPRAISE , h t\.L SUPERVISORY APPRAISER (ONLY IF REQUIRED): SionalUre t>J. V . q--- SIQnature 0 Old 0 Old Not Name DANIEL A. HOFFMAN Name Inspecl Property Date Report SIQned APRIL 15, 2004 Date Renort Sinned State Certitlcation (/ RL-001638-L State PA Stale Certilication (/ State Or State License (/ PA STATE CERTIFIED RESIDENTIAL State Or State License /I State Freddie Mac Form 70 6/93 PAGE 2 OF 2 Form UA2 - 'lOT AL for Windows" appraisal sollware by a la mode, inc. -1-800-ALAMODE Fannie Mae Form 1004 6-93 Borrower/Client ROHM LINDA Pronertv Address 227 WEBSTER ST City CARLISLE Countv CUMBERLAND State PA Zln Code 17013-2027 lender MEMBERS 1ST FEDERAL C.U. Supplemental Addendum IFile No. 0408731 Paue #61 File No 040873 PURPOSE, FUNCTION AND INTENDED USE OF THE APPRAISAL THIS REPORT HAS BEEN PREPARED FOR USE IN A MORTGAGE FINANCE TRANSACTION BY THE LENDER/CLlENT. AS LISTED IN THE SUBJECT SECTION OF THIS REPORT. THIS REPORT MAY ALSO BE UTILIZED BY HUD FOR ANY FHA FINANCING FOR WHICH IT IS APPROPRIATE. THE USE BY ANY OTHER PARTY WITHOUT WRITTEN CONSENT OF THE APPRAISER AND/OR APPRAISAL FIRM IS PROHIBITED AND VOIDS THE APPRAISAL REPORT. ANY DISCUSSION ICONSUL T A TION WITH OTHERS REGARDING THIS APPRAISAL REPORT WilL BE DONE SO A FOR A FEE. WRITTEN AUTHORIZATION TO DISCUSS THIS APPRAISAL REPORT MUST BE OBTAINED FROM THE LENDER/CLlENT NOTED HEREIN PRIOR TO ANY SAID CONVERSATION. SCOPE OF REPORT THE APPRAISAL IS BASED ON THE INFORMATION GATHERED BY THE APPRAISER FROM PUBLIC RECORDS, OTHER IDENTIFIED SOURCES, INSPECTION OF THE SUBJECT PROPERTY AND NEIGHBORHOOD, AND SELECTION OF COMPARABLE SALES, LISTINGS, AND/OR RENTALS WITHIN THE SUBJECT MARKET AREA. THE ORIGINAL SOURCE OF THE COMPARABLES IS SHOWN 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 INFORMATION WAS PROVIDED, THE SOURCE DEEMED MOST RELIABLE HAS BEEN USED. DATA BELIEVED TO BE UNRELIABLE WAS NOT INCLUDED IN THE REPORT NOR USED AS A BASIS FOR VALUE CONCLUSION. THE EXTENT OF ANALYSIS APPLIED TO THIS ASSIGNMENT MAY BE FURTHER IMPARTED WITHIN THE REPORT AND/OR ANY STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION WITHIN THIS APPRAISAL REPORT. THIS REPORT HAS UTILIZED MODERN AND ACCEPTED TECHNOLOGIES IN ORDER TO ENSURE THE EFFICIENT PRODUCTION OF A QUALITY APPRAISAL IN A TIMELY MANNER. THESE TECHNOLOGIES MAY HAVE INCLUDED THE USE OF DIGITAL MAPPING, AND/OR DIGITAL SIGNATURES. PLEASE BE ADVISED, THAT IF DIGITAL PHOTOGRAPHS HAVE BEEN UTILIZED, AS PER APPRAISAL GUIDELINES, WE CERTIFY THAT NO TOUCH-UPS OR MODIFICATIONS HAVE BEEN PERFORMED TO THE PICTURES WITH THE EXCEPTION OF ACCEPTED DARKENING OR LIGHTENING AS MAY HAVE BEEN REQUIRED FOR CLARITY. ALL DIGITAUELECTRONIC SIGNATURES IN THIS REPORT HAVE A SECURITY FEATURE MAINTAINED BY INDIVIDUAL PASSWORDS FOR EACH SIGNING APPRAISER. NO PERSON CAN ALTER THE APPRAISAL REPORT WITH THE EXCEPTION OF THE SIGNING APPRAISER. ADDITIONAL FEATURES THE SUBJECT IS A WELL MAINTAINED CAPE COD STYLE HOME WITH A NORMAL AND ACCEPTED FLOOR PLAN FOR THIS TYPE OF HOUSE. MAIN ENTRY IS FROM THE FRONT PORCH WHICH OPENS INTO THE FOYER. THERE IS A DINING ROOM TO THE LEFT, WITH A LIVING ROOM TO THE RIGHT. BOTH HAVE CARPETED FLOORS WHILE THE LIVING ROOM HAS A FIREPLACE. THE KITCHEN IS TO THE REAR AND HAS A VINYL FLOOR, "L" SHAPED DESIGN, AND WOOD CABINETS. THERE IS A FULL BATH AND LAUNDRY ROOM TO THE REAR. THE RIGHT SIDE OF THE HOUSE HAS AN ATTACHED 1 CAR GARAGE. THE UPPER LEVEL CONSISTS OF 3 BEDROOMS AND THE MAIN BATH. THE 2 FRONT BEDROOMS EACH HAVE A DORMER WINDOW, AND ALL ARE CARPETED. THE HOME IS BUILT ON A FULL BASEMENT WHICH IS PARTIALLY FINISHED INTO A REC ROOM. DUE TO THE CONDITION, MINIMAL VALUE WAS ASSIGNED. THE PRECEDING MENTIONED AS ADDITIONAL FEATURES MAY OR MAY NOT WARRANT INDIVIDUAL ADJUSTMENTS IN THE COST OF SALES ANALYSIS. THEY WERE WORTHY OF MENTION BECAUSE THEY DO INDEED AFFECT THE COST OF CONSTRUCTION, QUALITY OF CONSTRUCTION, APPEAL, UTILITY AND MARKETABIliTY OF THE PROPERTY. IF ANY ADJUSTMENTS ARE REQUIRED THEY WILL BE TAKEN IN THESE CATEGORIES. JOHN ADAMS HAS PROVIDED SIGNIFICANT PROFESSIONAL ASSISTANCE IN ONE OR MORE OF THE FOLLOWING AREAS, SUBJECT/COMPARABLE DATA RESEARCH, VISUAL INSPECTIONS, REPORT PREPARATION, AND OR OVERALL APPRAISAL REVIEW IN THE PREPARATION, AND/OR OVERALL APPRAISAL REVIEW. Form TADO - "TOTAL for Windows' appraisal software by a la mode, Inc. -1-800-ALAMODE Subject Photo Page /Fiie No. 0408731 Page #7 liD Code 17013-2027 ~rro~jlrLC11~nU~QfiM,!oI~J~_A___ _ rL~rtv Address 227 WEBSTER ST J;i!Y CARLJSLE___ Gounlv CUMBERLAND Lender MEMBERS 1ST FEDERAL C.U. State PA I. Form PIG4x6.SR - "TOTAL for Windows" appraisal soffware by a la mode, Inc. -1-BOO-AlAMODE Subject Front 227 WEBSTER ST Sales Price RE-FI GLA 1,709 Total Rooms 6 Total Bedrms 3 Total Bathrms 2.0 Location AVERAGE View AVERAGE S~e .19 AC Quality ALUMINUM Age 65A Subject Rear Subject Street IFlle No. 0408731 Pane #81 Building Sketch (Page - 1) Borrower/Client ROHM LINDA ProDertv Address 227 WEBSTER ST Citv CARLISLE County CUMBERLAND Slate PA lin Code 17013-2027 Lender MEMBERS 1ST FEDERAL C.U. 17.0' 15.0' 8.0' I Ldry Bath I 9.0' 26.0' 1 C Garage Kitchen 25.0' Living Rm 17.0' Dining Rm Foyer I~~~~ J 20.0' 8.0' 6.0' '. ~. l.' SKETCH CALCULATIONS Living Area First Floor 851.0 Second Floor 858.0 Total Living Area 1709.0 Garage Area Attached Garage : 442.0 Total Garago Aroa 442.0 Porch Area Porch 24.0 Form SKT.BldSkl- "TOTAL for Windows" appraisal softWare by a la mode, inc. - l-BOO-ALAMODE Comparable Photo Page !File No. 0408731 Paae #10 !!Qrrower/~1lI ROHMJINDA !'r9P~!\!!i!rJl!~_227 WEBSTER ~T_~_____ ~Itv CARLI~L. Countv CUMBERLAND Lender MEMBERS 1ST FEDERAL C.U. Stare PA liD Gode 17013-2027 Form PIG4x6.CA - 'TOTAL for Windows' appraisal software by a la mode, Inc. -l-SOO-ALAMOOE Comparable 1 69 E ST Proximity 0.44 miles Sale Price 122,000 GLA 1,616 Total Rooms 6 Total Bedrms 3 Tolal Bathrms 1.5 Location AVERAGE View AVERAGE SlIe 17 AC Quality BRICK Age 56A Comparable 2 633 N HANOVER ST Proximity 0.12 miles Sale Price 126,500 GLA 1,942 T ola\ Rooms 8 Total Bedrms 4 Total Bathrrns 2.0 Location AVERAGE View AVERAGE SlIe .13 AC Quality VINYL Age 69A Comparable 3 230 W SOUTH 5T Proximity 0.92 miles Sale Price 122,500 GLA 1,46B Total Rooms 6 Total Bedrrns 3 Total Bathrms 1.2 Location AVERAGE View AVERAGE SlIe 13 AC Quality VI NYL Age 99A IFile No. 040873\ Paoe #91 Building Sketch (Page - 2) Borrowe,.lClient ROHM LINDA Pronertv Mdress 227 WEBSTER ST Citv CARLISLE Countv CUMBERLAND Slale P A Zin Code 17013-2027 lender MEMBERS 1ST FEDERAL C.U. 21.0' 12.0' Bedroom 14.0' 22.0' 6.0' Bath 17.0' Bedroom 17.0' 13.0' Bedroom 32.0' '. -~, -- " - ; Form SKT.BldSkl- "TOTAL for Windows" appraisal software by a la mode, inc. -1-800-ALAMODE !File No. 0408731 Paae #11 Location Map Borrower/Client ROHM,lINDA e!J!P!r!Y!Q!lress 227 WEBSTER ST ~RlISLE lender MEMBERS 1ST FEDERAL C.U. 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JQ'\ \\- ...(? ~I II Ii It " f I' J.! <5. ..' , I a , '" I B I ~t 1 tot'<l~ ~.(Ot ~b, W~ln qv , " \1' SPrIt$t ~ <l<*'~ \r' llltIIlt Fonn MAP.lOC - 'TOTAL lor Windows' appraisal software by a la mode, Inc. -l-BOD-ALAMODE IFile No. 0408731 Paoe #121 DEFINITION OF MARKET VALUE: The most probable price which a property should bring in a competitive and open market under all conditions requisite to a tair sale, the buyer and seller, each acting prudently, knowledgeably and assuming the pnce 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 trom 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 inlerest; (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 lor 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 Ihe seller pays these costs in virtually all sales transactions. Special or creative 1inancing adjustments can be made to the comparable property by comparisons to 1inancing 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 1inancing 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 report Is subject to the following conditions; 1. The appraiser will not be responsible for matlers of a legal nature that affect either the property 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 tha title. The property is appraised on the basis ot It belng under responsible ownership 2. The appraiser has provided a sketch in the appraisal report to show approximate dimensions of the improvements and Ihe sketch is included only to assist the reader of the report in visualizing the property and understanding the appraiser's detennination 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 the subject site is tocated in an klentified Special Flood Hazard Area. Because the appraiser Is not a surveyor, he or she makes no guarantees, express or implied, regarding this detenminatlon. 4. The appraiser will not give testimony or appear in court 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 has estimated Ihe value of the land in the cost approach at its highest and best use and the improvements at their contributory value. These separate valuations ot the land and improvements must not be used In conjunction with any other appraisal and are Invalid If they are so used. 6. The appraiser has noted in the appraisal report any adverse conditions (such as, needed repairs, depreciation:'lhe. presence of hazardous wastes, toxic substances, etc.) observed during Ihe inspection 01 the subject property or that he or she became aware of during the normal research involved' in perfonning 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 property. 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 property. 7. The appraiser obtained the information, estimates, and opinions that were expressed in the appraisal report 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 parties. 8. The appraiser will not disclose the contents of the appraisal report except as provided for in the Uniform Standards of Professional Appraisal Practice. 9. The appraiser has based his or her appraisal report and valuation conclusion for an appraisal that is subject to satisfactory completion, repairs, or alterations on the assumption that completion of the improvements will be performed in a workmanlike manner. 10. The appraiser must provide his or her prior writlen consent before the lender/client specified in the appraisal report can distribute the apprals~1 report (including conclusions about the property value, the appraiser's identity and professional designations, and re1erences to any protesslonal 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 distribute the property description section of the report only to data colieclion or reporting service(s) without having to obtain the appraiser's prior writlen consent. The appraiser's writlen consent and approval must also be obtained belore the appraisal can be conveyed by anyone to the public through advertising, public relations, news, sales, or other media. Freddie Mac form 439 6-93 Page t of 2 Fannie Mae Fann 1004B 6-93 The Dynamic Team, Inc (717) 932-8028 Form ACR - "TOTAL for Windows' appraisal software by a la mode, Inc. -1-800-ALAMOOE /File No. 0408731 Paoe #131 APPRAISER'S CERTIFICATION: The Appraiser certilies and agrees that 1. 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 lIems 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 Ihe comparable and, If a significant Item In a comparable property Is inferior to, or less favorable than the subject property, I have made a positive adjustment to Increase the adjusted sales plice of the comparable. 2. I have taken inlo 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 appralsat report and I believe, to the besl of my knowtedge, 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 the 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 tl1e transaction. 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 01 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 conllngent 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 estimale, 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 pertormed 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 eflective date 01 this appraisal, with the exception of the departure provision of those Standards, which does not apply. I acknowledge that an estimate 01 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 noled In Ihe neighborhood section of this report, unless I have otherwise stated In the reconciliation section. 8. I have personally inspected the Interior and exterior areas 01 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 slle, 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 my analysis of the property value to the extent thai I had market evidence to support them. I have also commented aboul the effect of the adverse conditions on the marketability of the subject property. 9. I personally prepared alt 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 01 Ihe appraisal report, I have named such indlvlduat(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 10 make a change 10 any lIem in the report: therelore, If an unauthorized change..ls made to the appraisal report, I will take no responsibility for It. --'- SUPERVISORY APPRAISER'S CERTIFICATION: If a supervisory appraiser signed the appraisal report, he or she certifies 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 10 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: :m WEBSTER ST, CARLISLE, PA 17013-2027 APPRAISER: CiJ~ (J~ SUPERVISORY APPRAISER (onl, If required): Signature: _ Name: ___ Date Signed: APRIL 1~004 State Certification #: R L -00 1638-L or State license #: PA STATE CERTIFIED RESIDENTIAL State: PA Expiration Date of Certification or License: 6/30/2005 DANIEL A. HOFFMAN Signature: Name: Date Signed: State Certification #: or Stale license #: State: Expiration Date 01 Certification or license: o Did o Old Nollnspect Property Freddie Mac form 439 6-93 Page 2 of 2 Fannie Mae Form loo4B 6-93 Form ACR - "TOTAL for Windows' appraisal soflware by a /a mode, inc, -1-800-ALAMODE SUMMARY OF SALIENT FEATURES Subjecll\ddress 227 WEBSTER ST Legal Description ATTACHED DEED 262-1188 City CARLISLE County CUMBERLAND Slate PA Zip Code 17013-2027 Census Tract 0121.00 Map Reference SEE APN Sale Price $ RE-FI Date of Sale N/A Borrower I Client ROHM,UNDA Lender MEMBERS 1ST FEDERAL C.U. Size (Square Feet) 1,709 Price per Square Foot $ Location AVERAGE Age 65A -,. Condttion AVERAGE Total Rooms 6 Bedrooms 3 Baths 2.0 Appraiser DANIEL A. HOFFMAN Date of Appraised Value APRIL 8, 2004 Final Estimate of Value $ 125,000 Form SSD - 'TOTAL lor Windows' appraisal software by a la mode, inc. -1-BOO-ALAMODE Ifile No. 0408731 Paoe #21 REV-1511 EX+ (12-99) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF KELLER, CHLOE E. FILE NUMBER 21-04-0725 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: Hoffman-Roth Funeral Home, funeral Cumberland Valley Memorial Gardens, grave opening 5,864.50 995.00 2. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s} Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 307.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 9. US Department of Revenue, tax on deferred Series E/EE bond interest. See attachment to Schedule E 95.27 75.00 15,124.95 8. The Sentinel, Executrix notice Cumberland Law Journal, Executrix notice 7. TOTAL (Also enter on line 9, Recapitulation) $ 22,461.72 (If more space is needed, insert additional sheets of the same size) .. 1 r, .. REV-1512 EX+ (12-03) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF KELLER, CHLOE E. FILE NUMBER 21-04-0725 Report 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 Belvedere Medical Corporation, unreimbursed medical expense 47.53 2. CV Nephrologh Associates, unreimbursed medical expense 15.31 3. Spring Road Family Practice, unreimbursed medical expense 18.36 4. Belvedere Medical Corporation, unreimbursed medical expense 24.06 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 105.26 ...' . I, " REV-1513 EX+ (9-00) f. ~iJ~~~_ ~ SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF KELLER, CHLOE E Daughter !z Remainder Daughter !z Remainder Grand-daughter $5,000.00 Grandson $5,000.00 Grandson $5,000.00 Grandson $5,000.00 NUMBER I RELATIONSHIP TO DECEDENT Do Not List Trustee(s) FILE NUMBER 21-04-0725 AMOUNT OR SHARE OF ESTATE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Karen S. Meyerhoeffer 48 Eastover Blvd, Mt Sidney VA 24467 Linda A. Rohm 227 Webster St, Carlisle PA 17013 Tammera Z. Flint 33 Spring Ct, Waynesboro VA 22980 Joel T. Souders 61 Harper St, Weyers Cave VA 24486 Brian W. Rohm 227 Webster st, Carlisle PA 17013 Daniel L. Rohm 2977 Enola Rd, Carlisle PA 17013 2. 3. 4. 5. 6. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) EAU OF INDIVIDUAL TAXES RITANCE TAX DIVISION OX 280601 ISBURG PA 17126-0601 LINDA A ROHM 227 WEBSTER ST CARLISLE ALONG THIS LINE PA 17013 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ,. REV-1547 EX AFP 06-27-2005 KELLER 07-12-2004 21 04-0725 CUMBERLAND 101 APPEAL DATE: 08-26-2005 ( See reverse side under Ohjections) Amount Remittedl' (P89- II I MAKE CHECK PAYABLE AND REMIT PAYMENT 1 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN CHLOE --+ RETAIN LOWER PORTION FOR YOUR RECORn~ . - COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAl- TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11.9Bl RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ROHM LINDA ANN & MEYERHOEFFER KAREN S 227 WEBSTER STREET CARLISLE, PA 17013 ----^---I<)ld ESTATE INFORMATION: SSN: 174-05-0739 FILE NUMBER: 2104-0725 DECEDENT NAME: KELLER CHLOE E DATE OF PAYMENT: 06/27/2005 POSTMARK DATE: 06/27/2005 COUNTY: CUMBERLAND DATE OF DEATH: 07/12/2004 NO. CD 005484 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $689.11 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: LINDA A ROHN AND KAREN MEYERHOEFFER CHECK#104 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS $689.11 GLENDA FARNER STRASBAUGH REGISTER OF WILLS IIUIlEAlI OF INDIVIDUAL rDIJIB)D!:D orFICE or _ITAIlCE TAlI DIVISIlII nwun '- r ' I PO lOX 211601 DE~I""'''''r'rD 0F \1,/!ll (' ....ISIURS PA 17121-0601 I! v:~ 1 t: I ;.....1 ',I,/'. ~._.) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* REV-1607 EX AFP C05-05) 2005 JUL 22 PI"l 2: 12 DATE ESTATE OF DATE OF DEATH . FILE NUMBER COUNTY ACN 07-18-2005 KELLER 07-12-2004 21 04-0725 CUMBERLAND 101 ~t ...ittlld CHLOE E CLERK OF ~gPH/,.r\!'S COl JRT ~~~D:E:S~~~lC~l' /' r:- CARLISLE PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To in..... p~r crlldit to )lour _t, lIUblIlt tM _r portion of th18 fora with )lour t... ...~t. CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS ... ---------------------------~----------------------------------------------- REV-1607 EX AFP (03-05) ... I"HERITANCE TAX STATEMENT OF ACCOUNT ... UTATE OF KELLER CHLOE E FlU NO.21 04-0725 ACN 101 DATE 07-18-2005 THD STATEIlEIIT IS PROVIDED TO ADVISE OF THE CUUENT STATUS OF THE STATED ACN IN TIlE ~ ESTATE. SIlOlIN BELOII IS A SUlllARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND,IF APPLICABLE, A PIlO.IECTED INTEREST FIIUIlE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-27-2005 PRINCIPAL TAX DUE: 9,342.15 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-04-2004 CD004233 394.74 7,500.00 04-01-2005 CD005148 .00 766.79 06-27-2005 CD005484 7.09- 689 . 11 TOTAL TAX CREDIT 9.343.55 BALANCE OF TAX DUE 1.40CR INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE 1.40CR SIDE FOR CALCULATION OF ADDITIOMl\L INTEREST. ( IF TOTAL DUE IS LESS THAH .1, NO PAYMENT IS REllUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (eRl. YOU MY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOIlll FOR INSTRUCTIONS. l "'5K COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NDTICE DF INHERITANCE TAX APPRAISEMENT, ALLDWANCE DR DISALLOWANCE DF DEDUCTIONS AND ASSESSMENT DF TAX 06-27-2005 KELLER 07-12-2004 21 04-0725 CUMBERLAND 101 APPEAL DATE: 08-26-2005 ( See reverse side under Objections) Amount ReBittedl I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE _ RETAIN LOWER PORn ON FOR YOUR RECORDS _ REy:is4;-Ex-AFP-lo3:osi-NOTICE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX CHLOE E FILE NO. 21 04-0725 ACN 101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN BUREAU DF INDIVIDOAlTAKES INI-ERITANCE TAX DIVISION ., . PO BOX 280601 HARRISBURG PA 17128-0601 ,,' ; j: 33 r,.' LINDA A ROHM 227 WEBSTER ST CARLISLE PA 17013 ESTATE OF KELLER TAX RETURN WAS: ( I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Estate (Schedula AI 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. C.shJB.nk Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. T~sf.rs (Schedule Gl 8. Total Assets ( X I CHANGED SEE III (21 (31 ('II (51 (61 (71 .00 1. 085 . 00 .00 .00 56.683.66 32.276.65 125,000.00 (81 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral ExPens.s/A~. Costs/Hisc. Expenses (Schedule H) 10. Debts/Ho~tgego Liabilities/Lions (Schedule II 11. Totel Deductions 12. Net Value of Tax Return 13. CharltablalGov.r~nt.l Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estat. Subject to Tax I~ an asses~ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~1gures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: IS. A~unt of Line 14 at Spousal rat. lIS) 16. A.ount of Line 14 taxable at Lineal/Class A rat. (16) 17. Amount of Line 1'1 .t Sibling ~te 1171 18. ~ount of Line 14 taxable at Collateral/Class Brat. (18) 19. Principal Tax Due NOTE: + INTEREST/PEN PAID (-I 394.74 .00 DATE 08-04-2004 04-01-2005 lU1BER CD004233 CD005148 ~ INTEREST IS CHARGED THROUGH 07-12-2005 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM (91 1101 7,336.77 00 = 045 = 12 = 15 = 1191= *' REV-1547 EX AFP (06-05) CHLOE E 105.26 1111 1121 1131 11'11 .00 X 207,603.28 X .00 X .00 X AMOUNT PAID 7,500.00 766.79 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE DATE 06-27-2005 ATTACHED NOTICE NOTE: To insure proper credit to your account, su~it the upper portion of this for. with your tax pay_nt. 215,045.31 7.44? 03 207,603.28 .00 207,603.28 .00 9,342.15 .00 .00 9,342.15 8,661. 53 680.62 8.49 689 . 11 . IF PAID AFTER DATE INDICATED, SEE REVERSE FDR CALCULATIDN DF ADDITIONAL INTEREST. IF TDTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TDTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE DF THIS FDHN FDR INSTRUCTIONS.I REV-'470 EX (8-88) '* INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0001 DECEDENT'S NAME . FILE NUMBER Chloe E Keller REVIEWED BY Deborah Washington ACN ITEM SCHEDULE NO. EXPLANATION OF CHANGES H B-9 Reduced to zero. Fiduciary income taxes are not allowable deductions for Pennsylvania inheritance tax purposes. H ROW 2104-0725 101 Page 1 INRE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA ESTATE OF CHLOE E. KELLER, Deceased ORPHANS' COURT DIVISION NO. 21-04-0725 FIRST AND FINAL ACCOUNT OF KAREN S. MEYERHOEFFER AND LINDA A. ROHM, EXECUTRIX OF THE ESTATE OF CHLOE E. KELLER LATE OF BOROUGH OF CARUSLE CUMBERLAND COUNTY, PENNSYLVANIA Date of Death: July 12, 2004 Letters Testamentary Granted: August 4, 2004 Letters Advertised: Sentinel - October 14, 21, 28, 2004 Cumberland Law Joumal- September 10, 17,24,2004 Account Stated as Final SUMMARY & INDEX PRINCIP AL PAGE Receipts 2 147,081.57 Conversions (Gain) or (Loss) 2 -13,167.07 Less Disbursements 2 1,704.96 Balance Before Distributions 132,209.54 Advancements to Beneficiaries 3 21,085.00 Principal Balance Remaining 111,124.54 INCOME Receipts 3 2,165.02 Less Disbursements 3 ~ Income Balance Remaining lli5.02 COMBINED BALANCE REMAINING 113,289.56 ..1 -It 'I L ,., r',"\l"' 8S :(;, 'iCJ - J .::uuir q -.''- jiJ j:JIJJ:;J t]j(]UC)JJu RECEIPTS OF PRINCIPAL 2004 7/12 Member's I sl Federal Credit Union - checking account # 197805-11 1,823.91 7/12 Member's 1st Federal Credit Union - savings account #197805-00 328.01 7/12 Member's 1st Federal Credit Union - investment savings account #197805-05 64,019.74 7/12 Member's 1st Federal Credit Union - certificate of deposit #197805-41 23,158.25 7/12 US Treasury Department - H/HH bonds 55,500.00 7/12 The MONY Group - 35 shares, cash consideration value 1,085.00 2005 1/20 The Hearst Corporation - subscription refund 3.66 3/24 Sale of personal property 466.00 4/28 US Department of Revenue - income tax refund 697.00 TOTALRECEWTSOF PRINCWAL 147,081.57 PRINCIP AL CONVERSIONS 2004 GAIN LOSS 7/15 Member's I st Federal Credit Union - checking -.- account #197805-1 I Proceeds 453.14 I Account Value 1823.91 1,370.77 8/4 The MONY Group - 35 shares I Proceeds 1,085.00 I Account Value 1,085.00 0.00 0.00 11/24 Member's I st Federal Credit Union- savings account # 197805-00 Proceeds 329.23 I Account Value 328.01 1.22 11/24 Member's I st Federal Credit Union- investment savings account # 197805-05 Proceeds 51,794.37 I Account Value 64,019.74 12,225.37 2005 2/22 Member's I st Federal Credit Union - certificate of deposit # 197805-41 Proceeds 23,586.10 I Account Value 23,158.25 427.85 3/10 US Treasury Department - H/HH bonds I Proceeds 55,500.00 I Account Value 55,500.00 0.00 0.00 NET LOSS ON CONVERSIONS 13,167.07 DISBURSEMENTS OF PRINCIPAL 2004 12/22 Belvedere Medical Corporation - unpaid account 24.06 2005 4/1 Register of Wills - Pennsylvania inheritance tax 766.79 6/27 Register of Wills - balance, Pennsylvania inheritance tax 689.11 10/4 Patricia Rosendale - fiduciary tax returns 225.00 TOTAL DISBURSEMENTS OF PRINCIPAL 1,704.96 I RECEIPTS OF INCOME Member's I st Federal Credit Union - interest, account #254871-05 lIm 2 12/31 Member's I sl Federal Credit Union- interest, account #254871-05 47.20 12/31 Member's 1st Federal Credit Union- interest, account #254871-11 1.51 2005 1/31 Member's 15t Federal Credit Union - interest, account #254871-05 38.47 2/28 Member's 15t Federal Credit Union - interest, account #254871-05 42.87 3/24 US Treasury Department - interest, series H/HH bonds 1,110.00 3/31 Member's 1st Federal Credit Union- interest, account #254871-05 121.03 4/30 Member's 15t Federal Credit Union - interest, account #254871-05 146.30 5/31 Member's 1 st Federal Credit Union - interest, account #254871-05 152.22 6/30 Member's 1 sl Federal Credit Union - interest, account #254871-05 147.51 7/31 Member's 1 sf Federal Credit Union - interest, account #254871-05 171.82 8/31 Member's 15t Federal Credit Union - interest, account #254871-05 172.08 TOTAL RECEIPTS OF INCOME 2,165.02 2004-05 I None I TOTAL DISBURSEMENTS OF INCOME DrSBURSEMENTS OF INCOME I 1 ~ =00 ADV ANCEMENTS TO BENEFICIARIES 2004 8/4 Linda A. Rohm - cash 542.50 8/4 Karen S. Meyerhoeffer - cash 542.50 12/24 Tammera Z. Flint - cash 5,000.00 12/24 Joel T. Souders - cash 5,000.00 12/24 Brian W. Rohm - cash 5,000.00 12/24 Daniel L. Rohm - cash i,Q00.00 TOTAL ADVANCEMENTS TO BENEFICIARIES 21,085.00 JL,dO>-' ,.1. Zdn'"L _ Linda A. Rohm, Executrix COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND Karen S. Meyerhoeffer and Linda A. Rohm, being duly sworn according to law, deposes and says that the Account as stated is true and correct, and that the Grant of Letters Testamentary and the first complete advertisement thereof occurred more than four (4) months before the filing of the Account. ~~r~.1 "'/;/- t}f,., d~ !Iv ~~.r~/Y!._ Linda A. Rohm Sworn and subscribed to before ;:0his. ~ day of \(' 2005 , ""OMMONWEALTH Of PENNSYLVANIA\ - ~EAL NOTAR!AL ;) Public : DAWN M. SHUGHART. Notary C unty , Boro of Cart Isle, Cumberland 02006 Mv ~~,:,,~~~i<:l.~.~X.P~~~~.~:Y.',t~-- 4 IN RE IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF CHLOE E. KELLER, Deceased ORPHANS' COURT DIVISION NO. 2]-04-0725 Combined Balance for Distribution Remaining as per First and Final Account LU,2~~=i6 TO: Karen S. Meyerhoeffer - cash 56,644.78 Linda A. Rohm - cash 56,644.78 TOTAL BALANCE FOR DISTRIBUTION H3,282.56 SCHEDULE OF PROPOSED DISTRIBUTION STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION The above distribution is proposed in accordance with the Last Will and Testament of Chloe E. Keller. aren S. Meyerhoe . er, Exec ~d-~. A ~4/Y7 _ Linda A. Rohm, Executrix '- .----- COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND Karen S. Meyerhoeffer and Linda A. Rohm, being duly sworn according to law, deposes and says that the facts set forth in the Statement of the Reasons for the Proposed Distribution are true and correct. . 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