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Home My WebLink About08-10-11 1505611180 ---~ REV-1500 ~ i°Z_„~ (FI> Pennsylvania OFFICIAL USE ONLY PA Department of Revenue oevnRre.~nroFReveHUe County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 rf~ Harrisburg, PA 17128-0601 RESIDENT DECEDENT ~ ~ b V ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 183-12-2161 01312011 0518191.7 Decedent's Last Name Suffix Decedent's First Name MI DICK PRESTON ~ (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW Q 1. Original Return Q 2. Supplemental Return Q 3. Remainder Retum (Date of Death Prior to 12-13-82) Q 4. Limited Estate Q 4a. Future Interest Compromise (date of Q 5. Federal Estate Tax Return Required death after 12-12-82) Q 6. Decedent Died Testate 0 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) Q 9. Litigation Proceeds Received Q 10. Spousal Poverty Credit (Date of Death 0 11. Election to Tax under Sec. 9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number Robert G. Frey 717-243-5838 First Line of Address 5 South Hanover Stree Second Line of Address Ciry or Post Office Carlisle State ZIP Code PA 17013 REGISTER OF WILLS USE ONLY ~, , ~:._ - ~ _ -~-, 4~ - I'rl -- ~.~ c, :.;,, _};_ ~C DAT~~ED __~ '17 t, .:,,- ;.-.- ~=r- rr ~ ~'~ C~ .ri L;.. Correspondent's a-mail address: R F R E Y is F R E Y T I L E Y. C O M Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and corn lete. Declaration of re arer other than the ersonal re resentative is based on all information of which re arer has an knowled e. SI NATURE OF PERSO 1~SRpNS18 F .FILING RETU ~^ > DATE G ~iL t- ' ~ .~(~LG~CLt_J7 l AC`S ~ . 'i /~ C 1 J -- -- ~o ~~'Y~'ev~1 S"t' ~ I; e ~~ ~7or SI ATU FPREP R EgTHA RESENTATIVE ~-``!/1 ~ DATE s ~i ADDRESS 5 South Hanover Stree Carlisle, PA 17013 PLEASE USE ORIGINAL FORM ONLY 1505611180 Side 1 1505611180 J 1505611280 REV-1500 EX (FI) Decedent's Social Security Number Decedent's Name: PRESTON L DICK 183-12-2161 RECAPITULATION 1. Real Estate (Schedule A) ........................ .............. .. 1. 6 0 0 O O.O O 2. Stocks and Bonds (Schedule B) .................................. .. 2. N 0 N E 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . .. 3. N 0 N E 4. Mortgages and Notes Receivable (Schedule D) ....................... . 4. NON E 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) ... . 5. 4 8 2 O 2 . O O 6. Jointly Owned Property (Schedule F) OSeparate Billing Requested ..... .. 6. N 0 N E 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested ..... .. 7. NON E 8. Total Gross Assets (total Lines 1 through 7) s 10 8 2 0 2 D O 9. Funeral Expenses and Administrative Costs (Schedule H) ............... . 9. ], 3 O 5 ], , 0 0 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ........... . 10. N 0 N E 11. Total Deductions (total Lines 9 and 10) ............................ . 11. 13 O 51 . O 0 12. Net Value of Estate (Line 8 minus Line 11) .......................... . 12. 9 5 ], 5 ], , O O 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) .................... .. 13. O , Q 0 14. Net Value Subiect to Tax (Line 12 minus Line 13) .. 14 9 5151 0 0 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0 O 15. O.O O 16. Amount of Line 14 taxable at lineal rate x .0 4 5 9 5151.0 0 1 s. 4 2 81.8 0 17. Amount of Line 14 taxable at sibling rate X . 12 17. 0 , O 0 18. Amount of Line 14 taxable at collateral rate x . 15 18. 0 . 0 0 19. TAX DUE ...................................................... . 19. 4281.80 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 1505611280 1505611280 REV-1500 EX (FI) Page 3 Decedent's Complete Address: 20-11-0162 File Number 183-12-2161 DECEDENT'S NAME PRESTON L DICK STREET ADDRESS 143 ENCKS MILL ROAD CITY STATE ZIP CARLISLE PA 17015 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 3. Interest Total Credits (A + B ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box on Page 2, Line 20 to request a refund. (1) 4281.80 (2) 0.00 (3) (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 4281.80 Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the property transferred ................................................................................ ..... b. retain the right to designate who shall use the property transferred or its income .................................... ...... ^ c. retain a reversionary interest ................................................................................................................... ....... ^ d. receive the promise for life of either payments, benefits or care? ............................................................ .. 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................................................................................... ...... ^ 3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? ...... ...... ^ 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? ....................................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent (72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)j. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in [72 P.S. §9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. 0.00 REV-1502 EX+ (01-10) Pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Preston L Dick 20-11-0162 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Ir more space is needed, use additional sheets of paper of the same size. REV-1508 EX+(11-10) SCHEDULE E Pennsylvania CASH, BANK DEPOSITS, ~ MISC. DEPARTMENT OF REVENUE PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Preston L Dick 20-11-0162 Include the proceeds of litigation and the date the proceeds were received by the estate. If more space is needed, use additional sheets of paper of the same size. REV-1511 EX + (10-09) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT' ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address is tare vF FILE NUMBER Preston L Dick 20-11-0162 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Hollinger Funeral Home 9 708 B. 1 City Year(s) Commission Paid: State ZIP 2. Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address 4. 5. 6. 7. 8 City State Relationship of Claimant to Decedent SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ZIP Probate Fees: Accountant Fees: Tax Return Preparer Fees: :rtising costs to The Sentinel and Cumberland Law Journal I Medical Bill to Carlisle Regional Medical Center 2,000 297 included w/ atty fee included w/ atty fee 263 783 TOTAL (Also enter on Line 9 Recapitulation) ~ $ 13 051 If more space is needed, use additional sheets of paper of the same size. S. W. Barrett Real Estate 8 Appraisal Services APPRAISAL OF LOCATED AT: 143 Encks Mill Road Carlisle, PA 17015-9318 CLIENT: Frey & Tiley 5 South Hanover Street Carisle, PA 17013 AS OF: January 31, 2011 BY: Cassandra J. Crockett PA Certified Residential Real Estate Appraiser ~._ S. W. Barrett Real Estate 8 Appraisal Services nn 04/12/2011 Frey 8 Tiley 5 South Hanover Street Carlisle, PA 17013 File Number: 11-0060 In accordance with your request, I have appraised the real property at: 143 Encks Mill Road Carlisle, PA 17015-9318 The purpose of this appraisal is to develop an opinion of the defined value of the subject property, as improved. The property rights appraised are the fee simple interest in the site and improvements. In my opinion, the defined value of the property as of January 31, 2011 is: sso,ooo Sixty Thousand Dollars The attached report contains the description, analysis and supportive data for the conclusions, final opinion of value, descriptive photographs, assignment conditions and appropriate certifications. Respectfully submitted, /,/ ~~ (~'~4~'l~L~ Cassandra J. Crocke PA Certified Residential Real Estate Appraiser Residential Appraisal Report File No. 11-0060 • ~ - --- ----- ~---.~-••-- •~- •~~~^ •^u~ o ~~_~~~~_ vynnmi u~ ure oenneo value or me subject property, given the intended use o1 Ne appraisal. Client Namellntentled User Fre 8 The E-mail CliemAddress 5 South Hanover Street c Carlisle State PA zi 17D13 AddNOnal Incensed users The intended user of this re ort is the Client No additional Intended Users i are rm tted without the rrnission of the a raisers . Intended use The Intended Use is to evaluate the roe that is the sub'ect of this a sisal to rovide the Client with an accurate and ade wale/ su orted o inion of value. Pro address 143 Encks Mill Raad c Carlisle state PA zi 17015-9318 owner of Pumic Record Dick Preston L. County Cumberland L al Descri Don Deed Book 14-X• Pa a 577 " Assessor's Parcel # 08-72-0334-005 8 -078 Tax Year 10-11 R.E. Taxes 5 2 201.00 Ne hborhootl Name Dickinson Townshi Map Reference 12-0334 Census Tract 0127 00 Pro R' hts A raisetl X Fee Sim k Leaseholtl Other describe M research did X did not reveal an rbr sales or Danslers of the suD~ ro for the three ears rbr to the effecDve date of this a sisal . Prior SaleRransfec [ate Unknown Price Unknown Sources Courthouse records Anatysis of prbr sale or Dander history of the subject property (and comparable sales, a applicable) No further recent recorded transfers were found Offerings, options antl contracLS as of the egective date of the appraisal None known Neighhorhootl Chuacteristics One-Unh NOUSing TrerMS OIItUnftHOUSirq PreSem LanO US!% Location Urban X Suburban Rural Pro Values Increasin X Stable Dec6nin PRICE AGE One-Unit 69 % Built-U Over 75% X 25-75% Under 25% Dernandlsu Sho e X In Balance Over Su 000 5 2-4 Una 0 % Growm Ra itl X Stable sbw Markedn Time Under 3 mlhs X3-6 mths Over 6 mths 75 Low New MuID-Fami 0 % ' Neighborhood Boundaries Sub ect is bounded on the north b Rt11 • on the east b Montsera 350+ H' n 100 comm i l erc a 1 % Road• on the south b Pine Road• and on the west b Huntsdale . 150 Pred. 50 odler Vacant 30 % ~ Neighborhood Description Sub'ect roe is located in an ex andin area of sin le famil homes and farms between Carlisle and " Newville. Sho ing and other amenities are within a short driving distance School system is Carlisle District and students are bused. SMSA 42 3240. Market ContliDons (including support forfhe above conclusions) Pro values are current/ stable in the sub'ect ro 's market area Local . multi-list data indicates an avers a marketin time of 90-180 da . Lendin rates have remained favorable althou h sales concessions are occurin more fre went/ .There are new homes under construction in surroundin develo meets as well as re-sales available in the nei hborhood. Dimensbns See le al descri tioNtax ma Area 1.44 Acres M/L sn a Irre ular view Residential/Stream s ific zonin ClassificaDon A and FP zonin Descri Don A riculturel and residential usa a with flood lain overla _ Zonin Com fiance X L al L al Noncontormin GrandFatheretl Use No Zonin Ille al describe Is the hghest and best use of the subjen property as improved (or as proposed per plans and specNicauons) Ne present use? X Yes N If o No, describe. Utilhies Public OMer tlescriDe Public Other tleacrihe OH-sice lm rove ments-T Public Private Electrie X 100 am water X Well sweet As halt X Gas Sanwa sewer X Se tic Alle None ' site comments Two tracts: 0.61 Acre and 0.83 acre. Well/Se tic common for area and have no adverse affect on k t mar e abili There are no adverse easements encroachments or other adverse conditions Site borders the Y ll B . e ow reeches Creek and is in flood lain -Zone AE; Map # 4204100361 E• 3N6/2009 GENERAL DESCRIPTION Unas X one OnewlAce unt FOUNDATION EXTERIOR DESCRIPTION materials INTERIOR materiah . #otsrories Two Concrete Slab Crawls ce X FuIlBasement P l Foundatbnwalls BIOCk/Av Floors Wd/C 1VINFaIr T X Cet Ad artia Basement Exterior walls Frame/She 1/Fair watts Plster/Pnl/Fair . S-DetlEndUna X ExisDn Pro osed Basement Area 780 .ry. RoofSudace MetallFair TrirrJFinish WOOdlFair Untler COnst De n 5 2 Sto Basement Finish 0% Guders&DOwn uts None Bath Fbor Vin /Fair Year Buia 1870 X Outside En IExa X Sum Pum BileO Wintlow T DbIHn /Fair Bath Wainscot Plster/Pnl/Fair EMective A Yrs 25-30 Stone Sashllnsulated None Car Stara a None screens None X Drivev2 # of Cars 3 Amc X None Hearin FWA HW Radiant Amenities X WoodSlov #1 e s Drivexa Surface AS halUStOne Dro Stair Stairs X Other S Ce Fuel COBI Fire laces # Fence X Gara e # of Cars 2 Fbor Scudle Conlin Central Air Contlitionin PaDoiDeck X Porch Finishetl Car # 01 Cars Heated Individual Other Pool X other Enclosed ALL X D t A fi e BuiD-in ances Retri erator Ran e/Oven Dishwasher Di sal Microwave WasheriD r Other describe • None ~ Finished area abaNe ratle c nt i o a ns: 6 Rooms 3 Bedrooms 1 Bath s 1 560 ware Feel of Gross Led Area Above Gratle Additional Features Im rovementS are in fair condition with n o recent u -datin 2nd floor not recent) occu ied two rooms with additional slots a areas • coal h s ce eater on first floor no central heatin • sin Ie bath in enclosed orch area• detached block are i a n avers a condition several frame sheds in nor condition. Comments on the Improvements Im rovements are in fair condition with no recent u -datin 2nd floor not recent/ oecu ied• s l h coa ace eater on first floor no central heatin • sin le bath in enclosed orch area• 'kitchen ran a not functio i h n n ad teen removed er Tamil member frame sheds in nor condition iven minimal value in this re ort. h^ti7.M P,wucea uwy nci annwre, eoo.na.e>nwm..mmm,,, .ry....•, .,... _. ~, .oF.ur - (goNt°)Gererdl PUrpase Appr2i~RepOrl~iNyWS GPM:W6 OS p5U1p10 Racirfanri~l e., ..l o,. FEATURE SUBJECT 143 Encks Mill Road Address Carlisle 17015 Proxim to sub' ct sale Price $ sale Prioe/Gross LN. Area $ 0.00 . fL Data sources Ins action verficationsources Deed/Crths.Rec. VALUE ADJUSTMENTS DESCRIPTION sale orFinancinA Concessions Date of Salertime _ COMPARABLE SALE N0.1 603 Pine Road Carlisle 17015 3.54 miles ENE $ 80 000 $ 51.61 . n. Multi-list Courthouse Records DESCRIPTION K-ISap~emen None, Cash DOM 99 10/10 --------- --- COMPARABLE SALE ND.2 22 W. Springville Road Boilin S rin s 17007 8.72 miles ENE $ 89 000 $ 71.54 . n. Multi-list Courthouse Records DESCRIPTION •(~lawtamen None, Cash DOM 9 5/10 ore rvu. rr-VUOu COMPARABLE SALE N0.3 365 Criswell Drive Boilin S tin s 17007 10.33 miles ENE $ 83 000 $ 66.61 , tc Multi-list Courthouse Records DESCRIPTION •I~)EAq amen None, Conv DOM 95 11110 -- Location _ Suburban Suburban Suburban Suburban LeasenoMlFee sim le sae _ view Des n 5 Fee Sim le 1.44 Acres+/_ Resid/Stream 2 St0 Fee Sim le LoUAv .68 Resid/Stream 2 St0 4 500 Fee Sim le 1.02 Acres+/. Resid/Crrt d 2 Sto 0 Fee Sim le 1.70 Acres+/_ Resid/Stream 1 Sto 0 uar of consbuctbn ~ AcWal A e condition Above Gratle • Room Count Fair 100 Yrs+/_ Fair roan a earls 6 3 1 Su erior/Av IG< 100 Yrs+/_ Fair total etrns earrs 6 3 1 -15 000 Su riot/Av 100 Yrs+/_ Fair roof toms ears 5 3 1 -10 000 Su riorlAv 60 Yrs Averse 15% roar carts 5 2 1 -10 000 -5 000 -12 450 : Grass L Area 20.00 Basement&Finished • RoomsBebwGrade 1 560 . R Full BsmU Unfinished 1 550 . n Full BsmU Unfinished 0 1 244 . h. Full BSmU Unfinished 6 320 1 246 . It Crawl Space _ 6 280 7,500 Functional uGli - Headn Coolin Ener Elficientltems tiara e/car on Porch/PatiolDeck Fair Coal Stove/None Minimal 2 Car Gars a Porch/Sheds Fair OFHA/None Minimal tiara a/Bam Porches -3 500 -5 000 0 Fair OHW/None Minimal 2 Car tiara e Porches -3 500 0 0 Avere a OFHA/CA T Teal 2 Car tiara e Porch -3000 -5 000 -2000 p p - Flood Plain Su riot 5% ~ 000 Su erior 5% -4 450 Flood Plain 0 Net gdustment Total + X - $ 23 000 + X - $ 71 630 + X - $ 23 670 Adjustetl Sale Price Net Adj. -28.7% Net Adj. -13.1% Nat Adj. -28.5% pt Com rabies Gross Ad'. 40.0% $ 57 000 Gross '. 2T.3% $ 77 370 Cross ~. 61.7% $ 59 330 sum otsalesCo arisonA roach All com ambles are similar in a e and location to the sub'ect ro are verified closed sales and are the best currenU available. Limited sales of homes in similar condition or in flood lain have recenU occurred re uirin an ex anded search. Sales #1 8: 2 were sold "as is" in fair condition but were su erior in s le/a al! uali of construction• sale # 3 althou h a sin le sto home and su riot in a e/conditioNa al was also in flood lain. Sale # 4 althou h also su erior in a elconditioNa al was added as additional data from the direct nei hborhood. Site ad-ustment was taken on sales #1 8: 4 ~ 56,000/acre for variance of more than 5 acre Ad'usted ran a of vavalue Is 551,000 to 572 000 say E60 000 COST gPPROACHTOVALUE sae value comments Site value from current assessment data and recent local land sales. ESTIMATED REPRODUCTION OR REPLACEMENT COST NEW Source of cos[ tlata of ratio hom cos[ service Enemiva date of cost data OPINION OF SITE VALUE .................................... ... _ $ 45 O00 Dwelli FL ~ $ F : Comments on Cost roach toss Irvi area cakulatlons, tle reciadon, etc. L $ _ $ Cost A roach from Marshall/Swift Valuation Service • handbook and local coat anal is was considered but deemed not credible due to the a e of the im rovements. Site value from Market Data. De reciation based on a e/life observed condition and Market Dafa Anal is. Estimated remainin Economic Life is 20-25 ears. Gera e/Car on s . Ft. ~ $ Total Estimate pf Cost-New - $ Less P sisal Functional fxlernal - $ De reciation = $ De eciated Cosl of Im rovements ................................ _ $ •AS-is•valueofsaelm rovements ................................ _ $ INCOMEAPPROACHTOVALUE INDICATED VALUE BY COST APPROACH ...................... _ $ N/A Esomatetl Month Market Rent$ N/A X Gross Rent Multiplier N/A -g _ NIA Indialed Value by Income Approach • Summary pt Income Approach (including support for market rem and GRM) N/A IntlipteO Valueb : Sales COm arisonA roach 560 OOO COSTA roach iftlevelo s N/A IncomeA roach ittlevelo s NlA Market Anal is consistenU su orts m o inion of market value. Cost A roach and GRM were found ina ro riate for this anal is. Greatest wei ht is a lied to the Market Data Anal is. Su ortin file information substantiates these estimates- This appraisal is matle L 'as is," subjeu to completion per plans and specifications on the basis of a hypothetical conditon Mat the improvements have been completed. ^ subject M Me tGllwring repairs or alterations on Me basis of a hypothetical condition Mat the repairs or alterations have been wm letetl • A reisal is for client only, nontransferable p ^subjecttoMetollowing Basal on the scope of work, assumptions, limiting conditions and nppreiser's certification, m our y ( ) opinion of the defined value of the real property thazis the subject of this report isS 60,000 as of 1/31/2011 fDDD] ,which is the effective date oftlris appraisal. _.r1~1a~1'u RoGnEUanr 4p minwre.IOO YN.6)f>"...,...n.~m ...-.______ ______________ ~, •"s - u. (pPN2^~) Gererar P"pra /•pprisal R~~1112a5 S.W. Barrett Real Estate 8: Appraisal Services GPnR10at ~~"'0~ R@Sldential Annraical t~oa..,.r FEATURE SUBJECT 743 Encks Mill Road Address Carlisle 17015 COMPARABLE SALE N0.4 7 Cold Springs Road Carlisle 17015 • COMPARABLE SALE N0.5 „o~ COMPARABLE SALE N0.6 Proximi to sub' cl 2.84 miles E Sale Price sale Prce/Gross LH. Area Data sources 8 S 0.00 . n. Ins etion 8 78.58 . h Multi-list 8 95 000 $ n. y $ n. $ verificatlon sources DeedlCrths.Rec. Courthouse Records VALUE ADJUSTMENTS Sale or Fnancing Concessions DESCRIPTION DESCRIPTION CIsg.Csts/FHA DOM 97 q-)Ea -smen -4,459 DESCRIPTION ~1.ISn4uamm DESCRIPTION ,plsa4iem',n Dare of SalelTime 10/09 Location Suburban Suburban LeaseholdrFee Sim ta Fee Sim le Fee Sim le '- see 1.44 Acres+/_ 1.96 Acres+/_ -3 000 view Resid/Stream ResidlCn d oe n S 2 Sto 1.5 Sto of of Consbuction Fair Su riot/Av -10 000 Actual a 100 Yrs+/_ 59 Yrs -5 000 condition Fair Avers a 15% -14 250 Above Grade Room Count raw as 6 3 earls 1 row am,s 7 3 Btl16 1.5 -1 000 Tow eo,RZ sects raa BaRS Bran Gross LMn Nea20.00 Basement & Finishetl Rooms Bebw Grade 1 560 . tt. FUII BSmU Unfinished 7 209 . tL Full BsmN Unfinished 7 0y0 h ' n' Functional LAili Fair Avers a -3 000 HeaUn Coolin Coal Stove/None OHW/None -3 500 Ener Efficient hems Minimal T ical -2 000 Gars elCar n _ 2 Car Gare e 1 Car Gara e 5 000 PorchlPatblDeck Porch/Sheds PorchlDeck 0 Flood Plain Su riot 5%s -4 750 Net Ad~ustment otalL : Adjusted Sale price of COm rabies - summa of sales com aris n A roach Fourth + X - Net Ad~. -41.0% l ~ .66.3% sale added 8 38 939 56 061 ddi i + Ne[Adj. % GrossAdi. % $ E _ + Net Adj. % Gross Ad. % g S as a t onal data f rom the direct nei hbortlood. nat... ~+~~avaa sortwr~acorxmnw,w,°~.mm,,, r~ro~n...,,~,.,~>n,,.,,.. .~--.. ~~~~ ~ IBPaR-t Gereral Pupil AppaSy Repdi 1N2I105 GPPRIWC fb 0513A10 Feb. ~8 2~t, t ~ ~?BAM PNC BANK 412-7~5-27K.7 - ";. 0 2 P. ,, ~ /~ ~PNC February 18, 2011 Frey & Tiley Attorneys at Law 6 S Hanover St Carlisle, PA 17013 RE: Preston L Dick SSN: 183-12-2161 DO.D: O 1-31-2011 Dear Sir/Madam: In response to your request for Date of Death (DOD) balances for the customer noted above, our records show the following: Certificate of Deposit Account # 3 1 1 00275450 Established: 09-30-2005 PRESTON L DICK DOD balance: $ 6,624.95 + 0.04 accrued interest Checking Account Account# 5140183]47 Established: OS-O1-1967 PRESTON L DICK DOD balance: $ 39,040.10 + 0.26 accrued interest Savings Account Account # 5003177381 Established: 11-17-2000 PRESTON L DICK DOD balance: $ 36.69 + 0.00 accrued interest Investment Account The decedent maintained Investment Account # 66628955. For further information, you may call the Brokerage Department at 1-800-762-6111. Page 1 of 2 i I C~~ 1R 21191 1,:a~nM P~1"' aq^iK n ~ ~ _ ~ - L~L - y v ~ _~ ~ .. X12-7~F-~~~, _ ~~ ~w4^ P Please note that this office provides date of death balances for deposit accounts (IRAs, CDs, Checking and SaviAgs). We do not process any financial transactions or provide statements. If you need assistance with any of these items, please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Ba~zlc branch office. Sincerely, National Financial Services Center PNC Sank, N.A. Membex FDIC This message is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, confidential and exempt from disclosure under applicable law. If the reader of this message is not the intended recipient or the employee or agent responsible for delivering this message tv the intended recipient, you are hereby noted that arty dissemination, distribution or copying of this communications is strictly prohibited Ifyou have received this communication in error, please notify me immediately by reply or by telephone at 500-762-.1775 and immediately destroy this faxed document. Page 2 of 2 Hollinger Funeral Home & Crematory, Inc. Eric L. Hollinger, Supervisor February 7, 2011 Dennis L. Dick 50 Fairview Street Carlisle, PA 17015 The Funeral Service for Preston L. Dick: We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please feel free to contact us if you have any questions in regard to this statement. THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT, AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS. Professional Service Traditional Package $4680.00 Merchandise Casket -Libra 1895.00 Vault -Guardian Concrete -Reinforced 1095.00 Memorial Package -Fish Register Book, Memorial Folders, Acknowledgement Cards, Bookmarks 175.00 AT THE TIME FUNERAL ARRANGEMENTS WERE MADE, WE ADVANCED CERTAIN PAYMENTS TO OTHERS AS AN ACCOMMODATION. THE FOLLOWING IS AN ACCOUNTING FOR THOSE CHARGES. Cash Advances Newspaper Notices -Sentinel Grave Opening Cemetery Equipment Certified Copies of Death Certificate (22 @ $6) Certified Copies of Death Certificate (6 @ $9) Clergy -Rev. Glenn L. Young Clergy -Rev. David S. Herr Flowers -Casket Spray Flowers -Hinge Spray Etching Stone $142.87 600.00 375.00 132.00 54.00 100.00 100.00 159.00 65.00 \~ 135.00 ~i ~ i '`\ /L'~/` \~ Current Balance: rI \ l ~ ,~ l ~ ~ "f ~ 9707.87 i,n. ~- luc- , ~ - 501 NORTH BALTIMORE AGENUE • MOUNT HOLLY SPRINGS, PENNSYLGANIA ]7065 • (717) 486-3433 • FAX ('717) 486-3215 www.hollingerfuneralhome.com