HomeMy WebLinkAbout03-0382PETITION FOR PROBATE and GRANT OF LETTERS
Estate of p/tgl~dN~ /27. ~7-~l]i,t~,~lJ~N No.
also known as To:
Deceased.
Social Security No. _.,2Ol - IlY] - ::~M
Register of Wills for the
County of Ct~mbo-land
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execnt,';x
in the last will of lhe above decedent, dated
and codicil(s) dated
in the
named
,19a'q
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Career~avia/
her_ . last family or princip.al residence at ~ ~/~/atere~g-
(.~,7v'er ,.7~,~.,,v.~ ~.) ,,a~
· (--'/ (list street, number and muncipality)
County, Pennsylvania, with
Decendent, then '7 7 __ years of ag% died
Except as follows, deced~ent did riot marry, was not divorced and did not have a child born or adopted
after execution of the will otTcred for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned.property with estimated values as follows:
(If domiciled in Pa.) All personal property $ .~ oe>oo ~°
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in l~ennsvlvania $
situated as follows: (~',,~fo ~to~' /~a/ ~t~ ~.ta~ ½m'~J/s; ~w~ra~t~)~ff ~"/~fig ~
WHEREFORE, petitioner(s) respectfully.request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF C ~ m I~'RI. IiND f ss
The petitioner(s) 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) of the above decedent petitioner(s) will well a~nd truly administer the estate according to law.
Sworn to or affirmed and subscribed ~ ~. ~&
before me this .k,~~''q day of [ JOa,,la ~ ~lZma~ ~'
. ......
,~Zd_~_~ ~._Z~; Register [
No.
Estflte O'f~~/~ ~
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ['~.~ ~_~"' ,~:~, 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 ~ L~ ~ ~ &. I O~
- I [
described therein be ad~ to probate and filed of record as the last will of
~d Letters ~~ ~ ~ ~t ~
~e hereby granted to ~')[~ 3 ~~
FEES
Probate, Letters, Etc ..........
Short Certificates( ) ' $
nuncmuon ................
do.,p $
TOTAL ~ S~
Filed . DQ, g L{ .~,..,=¢(_C~..~. .............
ATTORNEY '(Sup. Ct. I.D. No.)
ADDRESS
PHONE
£~: 0[~ q- .k~/14 [0.
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
No.
Local Registrar
Date
, ~¢3Rev z, a7 COMMONWEALTH OF PENNSYLVANIA ,, DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
NAME Of: C STATE F~LE NUMOER
~ 77 ~ . J , J 11/24/1925 Enola, Pa J;~&'-~t~,,..,~ ~
~N~ O~ ~" I ~ I - I~- J
~ast .Pennsboro ~p~. ~/ ~'~ ~"' ite
.... ~u~euut ~es I"~- I,z I"- '~ I o ,~s., ,. Widowed
~,u~ ,,.m.,. Pa. ~ ,~,.~ ~.~ Silver Spring
30 Fieldcrest Dr. ,~m~
,t Mechaniesburg, Pa. 17050 ~ ,m.~ Cumberland ~ ,,~.~ ~.~
,,.·:tmon Shultz
~..Paula Eckman
[]l,,b. April 30, 2003
IL.:N;%'-%% 774_L
Edith Darr
100 Hemlock Lane~ Etters Pa. 17319
Rolling Green Cemetery ~,d Lower Allen Twp. Pa. 17011
}:~i%% a~X~%% O%7.%. 29 S. Eno l aDr . Enol aPa. 17025
DATE PRONOUNCED D '. Year)
~u~ m ~.~s KCO~[OUE~;;~ c~ / . / ,
DUE TO (Off ~ a CO~S~OUE NCE OF):
LICENSE NUMBER DATE
1
I
'MEDICAL EXAMINER/CORONER
· Off the balil of examination artdisk' invesligalion, in my opinion death occurred at Ihe t me date and place and due to Ihe cause · and
manner al stated... ' * · []
JO ~n~ Cl. Og_OJOOE~I::J
C
LAST WILL AND TESTAMENT
OF
PAULINE M. STAMBAUGH
I, PAULINE M. STAMBAUGH, widow woman, of Mechanicsburg,
umberland County, Pennsylvania, being of sound and disposing
mind, memory and understanding, do hereby make, publish and
declare this to be my, Last Will and Testament, hereby revoking
any and all Wills and Codicils previously made by me, specifically
my Will dated 18 December 1981.
FIRST: I hereby direct that my personal representative,
hereinafter named, to pay all my just debts, funeral and testamentary
expenses as soon after my demise as may be practicable.
SECOND: I hereby specifically bequeath my Lowery Organ
to my granddaughter, KATHI ECKMAN.
THIRD: Ail the rest, residue and remainder of my estate
I hereby give, devise and bequeath as follows, equally and per
capita:
A. ONE-THIRD 1/3d) to my daughter, PAULA J. ECKMA~;
B. ONE-THIRD 1/3d) to my grandson, SEAN ECKMAN;
and
C. ONE-THIRD 1/3d) to my granddaughter, KATHI ECK~iAN.
FOURTH: In the event my grandchildren have not attained
the age of twenty-three (23), I hereby nominate and appoint my
daughter, PAULA J. ECKMAN, as Trustee over such assets that pass
to her two (2) children, pursuant to Paragraph THIRD above. PAULA
shall have complete discretion to utilize the corpus of the trust
funds and/or sell real estate for their proper maintenance, support
health, education and comfort, not to exceed the style to which the~
have been accustomed. Any unexpended balance, or any itnerest
in real estate shall be transferred/deeded to each child as
he/she attains the age of twenty-three (23); and the TRUST(S)
shall be dissolved.
FIFTH: I hereby nominate, constitute and appoint
my daughter, PAULA J. ECKMAN, as Executrix of this my, Last
Will and Testament.
SIXTH: The abovenamed person shall not be required
to post bond or surety in this or any other jurisdiction for
faithful compliance of the office of Executrix and/or Trustee.
IN WITNESS WHEREOF, I hereunto set my hand and seal to
this and one (1) other typewritten page, identified by my
signature, to this my, Last Will and Testament, dated on this
the ~ day of ~_ , 19 ~
~/~{l~,J[~,~ '~77. ~ ~,~-~_~_~,~ ( SEAL )
PAULINE M. STAMBAUGH j"
The preceding instrument, consisting of this and one (1) other
typewritten page, identified by the signature of the Testatrix,
PAULINE M. STAMBAUGH, as and for her Last Will; who at her
request, in her presence, and in the presence of each other
have subscribed our names as Witnesses hereto.
COMMONWEALTH OF PENNSYLVANIA )
) SS.:
COUNTY OF CUMBERLAND )
i ~ ~~ , The Testatrix, and the Witnesses, re-
spectively, whose names are signed to the attached and foregoing
instrument, being first duly sworn, do hereby declare to the under-
'signed authority that the Testatrix, PAULINE M. STAMBAUGH, signed
!land executed the instrument as her Last Will; and that she signed
it willingly and that she executed it as her free and voluntary
act for the purposes therein expressed; and that each of the
Witnesses, in the presence and hearing of the Testatrix, PAULINE M
STAMBAUGH,signed the Will as Witnesses, and to the best of
their knowledge and sight, the Testatrix, PAULINE M. STAMBAUGH,
was at least eighteen (18) years or older and under no constraint
or undue influence.
WITNESS~ ~
~/~~ '~ ./f~.,~,~ (SEAL
WITNESS
Subscribed to and sworn to before me by the Testatrix, PAULINE M.
STAMB_~UGH,~and ,subscribed to and sw.~rn ko before me by
, and a~~ ~_~ the Witnesses,
dated on this the ~_ day of ~l~-~._~, 19 ~ ...
Notary Public
My Commission Expires:
x)
LAST
WILL AND TESTAMENT
OF
PAULINE M. STAMBAUGH
~o~.~o.-^,-~^v,
105 MT V~W D~
ENOLA. PA 17025
PHON~ 17171 732-3552
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Date of Death:
Will No.
TO THE REGISTER:
Pauline M. Stambaugh
April 27, 2003
Admm. No. 21-03-0382
I certify that notice of beneficial interest 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 April
25, 2003:
marfle
Paula J. Eckman
Sean Eckman
Kathi Klinger
Address
100 Hemlock Lane, Etters, PA 17319
c/o Paula J. Eckman, 100 Hemlock Lane, Etters, PA 17319
209 W. Coover Street, Mechanicsburg, PA 17055
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date: May 8, 2003
6 Clouser Road
Mechanicsburg, PA 17055
Telephone: (717) 766-0209
Counsel for Personal Representative
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
Z
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
.2./_ &.~ o ~ 32'2-
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
ST/~I~/Ia~H, ~u~/~' /H. ,~,~1- !£ -33/I
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
ox/-..?7- .?~o$ I/. 2. '/. I f,,7.5'
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
~---]1. Odginal Return
E~4. Limited Estate
[~6. Decedent Died Testate (Attach copy of Will)
~'r9. Litigation Proceeds Received
E~2. Supplemental Return
l---I 4a. Future Interest Compromise (date of death after 12-12-82)
E~]7. Decedent Maintained a Living Trust (Altach copy of Trust)
~--~ 10. Spousal Poverty Credit (date ofdeath between 12.31.91 and 14-95)
E~]3. Remainder Return (date of death prior to 12-13-82)
E~5. Federal Estate Tax Return Required
~ 8. Total Number of Safe Deposit Boxes
[~11. Election to tax under Sec. 9113(A) (Attach Sch O)
FIRM NAME (If Applicable)
TELEPHONENUMBER 7/7-
JP~_C_.p~EIO~E~J..TJ~ TAX:INFORMATION SHOULD BE DIRECTED TO:
COMPLETE MAILING ADDRESS
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous .Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6i
r~ Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) ~9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ,'~0)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13.
14.
F /:,, ~ 7 ,F. ?7
Charitable and Governmental Bequests/Sec 9113 Trusts for which ar' election to tax has not been
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13)
(11). /De 9'7/. 7~,
(12) '~ g'T q~"/. 73
OFFICIAL USE ONLY
(13) 0
(14) ~ 4'/4t. 73
15.
16.
17.
18.
19.
20.
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec, 9116 (a)(1.2)
Amount of Line 14 taxable at lineal rate
Amount of Line 14 taxable at sibling rate
Amount of Line 14 taxable at collateral rate
~ x .o ~ (15)
~ ? 7, q~'¢,, 75. x .0 ¢5' (16)
~ x .12 (17)
~ x .15 (18)
Tax Due (19)
Y$~ 9 $7.,2b
> · BE SURE TO ANSWER ALL QUESTIONS ON REVerSE SIDE AND RECHECK MATH < <.
Decedent's Complete Address:
CITY M~z:~//~.~RG STATE ~:::)pl~ ZIP / 70....~
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Pdor Payments
C. Discount
Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits ( A + B + C ) (2)
Total Interest/Penalty ( D + E )
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
(3)
(4)
(5)
(5A)
(5B)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
Pr,_3, G'3 7. 2 ~
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; .......................................................................................... [] []
b. retain the right to designate who shall use the property transferred or its income; ............................................ [] []
c. retain a reversionary interest; or .......................................................................................................................... [] []
d. receive the promise for life of either payments, benefits or care? ...................................................................... [] []
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ..................................................................................... ; ........................ [] []
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ [] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE IDE PERSON RESPONSIBLE FOR FILING RETURN
ADDRESS ~P,4¢~//_.~ ~,, ~C~
DATE
/ ' Iz..oq
DATE
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. {}9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. {}9116 (a) (1.1) (ii)].
The statute does not exemDt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. {}9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. {}9116(1.2) [72 P.S. {}9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1508 ER * (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
FILE NUMBER
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
HOUSEHOLD INVENTORY OF PAULINE M. STAMBAUGH
LIVING ROOM
farm holder bin for butchered items $8.00
comer vase $1.50:
small end table $2.75
table lamp $1.50
coffee table with glass top 14.00
small chair 12.00
small child's doll 2.75
small table 3.00
table lamp 1.50
couch 32.50
upholstered chair 14.50
2 upholstered stools 5.00
wall clock 5.00
2 painting reproductions 4.00
small end table 4.25
table lamp 1.75
KITCHEN
miscellaneous kitchen utensils, pots and pans 12.00
small toaster oven (old) 6.00
glass top table (small) and 2 small chairs 35.00
microwave stand and microwave (old) 12.50
small radio 2.50
high chair/stool combo 4.00
TV ROOM
magazine rack 1.00
small couch 12.00
small upholstered chair 12.00
knick-knack holder and knick knacks 3.50
small clock 1.00
~ small round table 3.00
table lamp 1.50
small upholstered foot stoop 3.00
old colored TV with VCR 20.00
pressed fiber board TV stand 5.00
SPARE BEDROOM
small wooden bureau 30.00
sewing machine with table and chair 45.00
small color TV 28.00
small filing cabinet 4.00
small chair 4.00
small day bed/studio couch 18.00
small table with shelf 5.00
small table lamp 1.50
round thatch basket 1.00
small folding table 2.75
small hand vacuum cleaner 4.75
BATHROOM
scales 1.50
waste basket .50
small space heater (electric) 2.75
WALK IN CLOSET
vacuum cleaner 9.00
fan 3.00
hamper 2.75
several plastic tubs with lids 3.00
BEDROOM
wooden clothes rack 3.75
clothes chest 22.50
color TV 30.00
child's Piggy banks 3.00
small rocking chair 4.75
costume jewelry 5.50
*prime jewelry given away more than 1 year before d.o.d.
GARAGE
2 plastic chaks 5.00
small aluminum folding ladder 6.50
plug in small lawn mower 25.00
miscellaneous hand tools and garden rake 10.00
metal shelf stand 2.75
watering can with spout 2.00
wooden chest 7.00
freezer (old) 12.50
small wooden desk 12.50
TOTAL
8,~736
DEPARTMENT OF.TRANSPORTAT~N
CERTIFICATE OF T[T. LE FOR A VEHICLE
921670016006781-001
2FAPP36U6NB141432
VEHICLE IDENTIFiCATiON NUMBER
DATE PA TITLED DATE OF ISSUE
:MAKE OF VEHICLE
45213209001
TrrLE NUMBER
GCWR I TITLE BRANDS
0001131 0
ODOM. MILES ODOM. STATUS
ST
AC ~UAL MILEAGE
OWNER(S)
ODOMETER STATUS
TITLE BRAI~S
A - ANTIQUE VEHICLE
P A ~ L I N.E:~ :i~!:::~: S T A M B AUG H
~ · ============================================= -*:::':::':':':':': ::' :::::-P' :~: OL~:OE:~C4~UN~RY
3o .ST · ·
~ ~ · ' " · ....
Mc~HAN~:CSBURG :P~A: t~:05::5:
~ 4 J~Y~I U~UA'l ~- k I~h~ mu~ f~ this ~le to the Bur~u ot M~ Vehicl~ ~t~
FORD MOTOR CREDIT C0
Pa ~ax 3a70
SHIREMANSTOWN PA 17011
cen'ffy as of the date of issue, the off. al records of the Pennsylvania Deoartmentet
Tranep(~tation reflect that the para(re(s) or company named herein is the lawful ~wner ·
the smd ~,ehi(~e.
Secr~mry of Trar~p~r~tion
SIGN iN PRESENCE OF A NOTARY
The undemigned hereby m~ee applicato, lot Certili~ of ~ to Ih. vehicle G~ecflbe~
;sbcn~, 6ub~ect to the er~cumbl~nces ami other legal clattne set IO?lh here.
zm
ue~ J IFNOUEN []
DATE: CHECK BOX
SECOND UENHOLDER:
NAME
STREET
crTY
IA ~ ~ mu~ ~ ~ MVETA er MV'~7~ ~ LAST FIRST M.I
ASSIGNMENT OF TITLE -- ,..,,. by ~.. , ..~ ~ ~. ~ ~,
Refills the am~nt of mileage ~ Is NOT the actual milaage
SUBSCRIBED AND SWORN
TO BEFORE ME:
Relicts the amount of mileage ~ Is NOT I~e actual mileage
SUBSCRIBED AND SWORN PURCH~E PRICE
TO BEFORE ME: STATE ~P OR DIN
Refi~ts Ihe ~ount of mileage ~ Is NOT the a~ual milaage C~URCHASER
SUBSCRIBED AND SWORN PURCH~E PRICE
TO BEFORE ME: STA~ ZIP OR DIN
~ ~' C~URCHASER MUST
D
Refl~s the amount of mil~ge ~ Is NOT Ihe actual mileage C~URCHASER
SUBSCRIBED AND SWORN PURCH~E PRICE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
ESTATE OF
ff an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A.,O~UC,~ .7. ~CI<'~4N
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENTS INTERES
~e~"~ ~ooK ~C ;' ~'o~, 3'1, ,v,~ RI~.
~. ~. JTwgos A ecTc ~ w~YFo/~
CJ) ~.~.~ l~fff~qRzq~ (Prz~c,~[~/gf~) ~5~2.~3 ~07,
TOT~(Also enter on line 6, Recapitulation) $ ~, 3 7 ~5 ~
(If more space is needed, insert additional sheets of the same size)
THIS DEED
MADE this //~ day of ~cf~z.~fl, in the year of our Lord, One
Thousand Nine Hundred Eigh%y-Nine (1989).
BETWEEN
MAX D. MARBAIN and GRAYDON F. LOMBARD, Co-partners,
having their partnership office in the Borough of
Mechanicsburg, Cumberland County, Pennsylvania, parties
of the first part, hereinafter called the "Grantors",
AND
and Paula_J Eckman. her daughter.
. as]jo~n~ ~enants ~ith the ~ight
PAULINE M. STAMBAUGH, a single woman,/parr~,~or ~ne..
.- - . of survlvorshlD an
second part, hereinafter called the gran:ee%: no: as tenants ~n
common
WITNESSETH, that in consideration of the sum of Seventy-six
Thousand Nine Hundred and No/100 ($76,900.00) Dollars, in hand
paid, the receipt whereof is hereby acknowledged, the said
Grantors do hereby grant and convey to the said Grantee~he~r heirs
and assigns.
ALL that certain piece or parcel of real estate, together with the
improvements thereon erected, situated in the Township of Silver
Spring, County of Cumberland and Commonwealth of Pennsylvania,
more particularly bounded and described as follows:
BEGINNING at a point on the western side of Fieldcrest Drive at
the dividing line between Lots Nos. D-11 and D-12 as shown on the
hereinafter mentioned plan of lots; thence along said dividing
line between Lots Nos. D-11 and D-12, South 71 degrees West, a
distance of 125 feet to a point at lands now or formerly of Oscar
F. and Pauline M. Shafer; thence along said latter lands North 19
degrees West, a distance of 36 feet to a point at the dividing
line between Lots Nos. D-11 and D-10 as shown on the hereinafter
mentioned plan of lots; thence along said dividing line between
Lots Nos. D-11 and D-10, North 71 degrees East, a distance of 125
feet to a point on the western side of Fieldcrest Drive; thence
along said western side of Fieldcrest Drive, South 19 degrees
East, a distance of 36 feet to a point on the same at the dividing
line between Lots Nos. D-11 and D-12 as shown on the plan of lots
hereinafter mentioned, the place of BEGINNING.
BEING Lot No. D-ii as shown on Page ll0A of a certain subdivision
plan of lots entitled "Final Subdivision Plan for Westfields" as
recorded in the Office of the Recorder of Deeds in and for
Cumberland County, Pennsylvania, in Plan Book 54, Page 110 et
seq., said plan having been re-recorded from Plan Book 52, Page
139.
HAVING erected thereon a townhouse style dwelling unit known and
numbered as 30 Fieldcrest Drive.
School Dist. Cumb. Co., Pa.
1% Real E~tate Transfer Tax
Date% -1'7 ~ ~ ~ Amt,
Cumb. Co. Di~. Col.
Cumk ~., Pa.
.~ Reel E~ ~ ~
Date~ ~ 7 -~A~3y, y. 49
a. ....
Curet. Co. Dist. Col. A¢.~
BEING a portion of that certain larger premises which Oscar F.
Shafer and Pauline M. Shafer, husband and wife, by their deed
dated April 3, 1987, and recorded in the Recorder's Office
aforesaid in Deed Book "Q", Volume 32, Page 375, granted and
conveyed unto Max D. Marbain and Graydon F. Lombard, Co-partners,
the Grantors herein.
SAID premises are conveyed under and subject, nevertheless, to all
those certain covenants, conditions and restrictions as more fully
contained in a document entitled "Declarations of Covenants,
Conditions and Restrictions Applicable to 'Westfields. in Silver
Spring Township, Cumberland County, Pennsylvania", as recorded in
the Recorder's Office aforesaid in Miscellaneous Record Book
Volume 344, Page 1007, and incorporated herein by reference
thereto.
AND the said Grantors hereby covenant and agree that they
will warrant specially the premises hereby conveyed.
IN WITNESS WHEREOF, the said Grantors have hereunto set their
hands and seals the day and year first above written.
WITNESSED BY:
(S ,AL)
Max D. Marbain (Co-partner)
Grayd'on F'. " (O'o-partner)
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
On this, the //~day of ~!~'~'~'~, , 1989, before me, a
Notary Public in and for the Commonwealth and County aforesaid,
personally appeared MAX D. MARBAIN and GRAYDON F. LOMBARD,
Co-partners, known to me (or satisfactorily proven) to be the
persons whose names are subscribed to the within Deed, and
acknowledged that they executed the same for the purposes therein
contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
Notary Public '
My commi~ion ~ires:
',,,. ~
CERTIFICATE OF RESIDENCE ~'~
, IIIiittlll
Z he~eb~ ce~k~ khak khe E~ec~se ~ea~aence an~omp~eke ~osk .
office address of the within named Grantee is:
, 1989 ~~ ~.~~
/ 7 o.5-,.5
Mark E. Hilbert & Associates
File No. 03-476M1S
********* INVOICE *********
File Number: 03-476M1S
Charles Shields, III
6 Clouser Road
Mechanicsburg, PA 17055
Borrower ·
Estate of Paline Stambaugh
Invoice #:
Order Date:
Reference/C ase #:
PO Number:
30 Fieldcrest Drive
Mechanicsburg, PA 17055
Invoice Total
State Sales Tax @
Deposit
Deposit
Amount Due
275.00
$ 275.00
$ o.oo
($
($
$ 275.00
Terms; Balance due upon receipt of invoice : 15% fee if paid 30 days past receipt
Please Make Check Payable To:
MARK E. HILBERT & ASSOCIATES
14 North Walnut Street
Mechanicsburg, PA 17055
Fed. I.D. #: 23-2391423
TO INSURE PROPER CREDIT
PLEASE RETURN A CQPY OF THIS INVOICE WITH YOUR PAYMENT.
14 North Walnut Street, Mechanicsburg, PA 17055 717-7664988 / 717-795-9301 Fax
UNIFORM RESIDENTIAL APPRAISAL REPORT
File No. 03-476MIS
Address 30 Fieldcrest Drive
Book C34 e 810
Assessor's Parcel No.
Borrower Estate of Paline Stambauc
hborhood or .=ct Name Westfields
Sale Price $ Estate Date of Sale N/A
Lender/Client Charles Shields, III
Mark E. Hilbert
Current Owner
Location E] Urban [~ Suburban ~ Rural
Built up ~] Over 75% [] 25-75% [] Under 25%
Growth rate [] Rapid ~) Stable [] Slow
Property values b--] Increasing [] Stable [] Declining
Und~3~s. ~ 3-6 mos. ~ Over6mos.
City Mechanicsbur§ State PA ZipCode 17055 County Cumberland
Special Assessments $ N/A
Tax Year RE. Taxes $Occupant: [~ Owner [] Tenant [~ Vacant
PUD ~J Condominium (HUDNA only) HOA$ N/A IMo.
Map Reference Census Tract 118
Description and $ amount of loan charges/concessions to be paid by seller N/A
Address 6 Clouser Road, Mechanicsburg, PA 17055
Address 14 Nodh Walnut Street, Mechanicsburq, PA 17055
Predominant
occupancy
[~ Owner
[] Tenant
[] vast(0-5%)
(~ Vacanl (over 5%I
Note: Race and the racial composition of the neighborhood are not appraisal factors.
Neighborhood boundaries and characteristics: Subject is located within the development of Westfields in Silver Springs Township. This is just
outside of the Borouqh of Mechancisburq.
Factors that affect the marketability of the properties in the neighborhood (proximity to employment and amenities, employment stability, appeal to market, etc.):
ood access to area employment and amenities.
Single family housing I Present land use % I Land use change
~P(R&C)E A(~)E I One family 98°~]o [] Not likely [] Likely
80 Low 10 ~ 2-4 family ~ [] In process
~ High ~lMuiti-family t To:
Predominant Commerca
' 'ir10 J 15 ...... tVacant ) 2O/ol
Market 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.):
available from a variety of sources and with improving markets, sellers are not required to offer sales or financing
related concessions.
Project Information for PUDs (If applicable)- - Is the developer/builder in control of the Home Owners' Association (HOA)? ~ YES [] NO
Approximate total number of units in the subject project N/A Approximate total number of units for sale in the subject project N/A
Describe common elements and recreational facilities: N/A
Dimensions 125 x 36 x 125 x 36
Site area 4500 Sq. Ft. +/-
Specific zoning classification and description Residential
Zoning compliance [] Legal [] Legal nonconforming (G'andfathered use) [] Illegal
hest& best use as improved: (-~ Present use LF-J Other use (explain)
Utilities Public Other Off-site Improvements Type
Electricity [] 200 AMP Street Macadam
Gas [] None Curb/gutter Concrete
Water [] Sidewalk Concrete
Sanilary sewer [] __ Streetlights Yes
Corner Lot [] Yes [] No
[] No zoning
Public Private
Topography Level
Size O. 1 Acre/Average
Shape Rectangular
Drainage Appears adequate
View Residential
Landscaping Adequate
Ddveway Surface Macadam
Apparent easements TypicaI-Utili~,
FEMA Special Flood Hazard Area b_J Yes [] No
FEMA Zone "C" Map Date 3-3-92
Storm sewer ~ Alley None [--] ~ FEMA Map No. 420370
Comments (apparent adverse easements, encroachments, special assessments, slide areas, illegal or legal nonconforming zoning, use, etc.): There are no
9arent adverse easements, encroachments, special assessments or zoning that would have a neqative impact on the value of the
ecl however to reservations, easements, conditions and right of wa1' of record.
GENERAL DESCRIPTION
No. of Units
EXTERIOR DESCRIPTION
Foundation Slab
FOUNDATION
Slab Yes
BASEMENT
Area Sq. Ft. N/A
No. of Stories One
Type (Del IAtt.) Attached
Design (Style) Ranch
Existing/Proposed Existing
Ag e (Yrs.) 14
(Yrs.) 5-.7
Basement
Level 1
Level 2
Finished area above ~]rade contains:
Exterior Walls Brick / Vinyl CrawtSpace None % Finished
Roof Surface Composition Basement None Ceiling
Gutters & Dwnspts. Aluminum Sump Pump None Walls
Window Type Dbl. Hun§ Dampness None noted Floor
Storm/Screens Thermal/Yes Settlement None noted Outside Enby
Manufactured House No J Infestation Non'---~' note---'~
Dining KitchenI Den I Family Rm.I Rec. Rm. I Bedrooms ,Baths
Bath(s);
5 Rooms
2 Bedroom
INSULATION
Roof __
Ceiling
Walls
Floor
None
1,008 Square Feet of Gross Livin~ Area
INTERIOR Materials/Condition
Floors W toW/Vinyl/Avg
Walls Drywall / Avg
Trim/Finish Wood / Avq
Bath Floor .C. arpel / Avg
Bath Wainscot Fiberglass /
Doors 6 Panel / Avg
HEATING
Type H .Pump
Fuel Electric
ConditJonAv§.
COOLING
Central Yes
Other None
ConditionAvg.
KITCHEN EQUIP.
Refrigerator []
Range/Oven []
Disposal []
Dishwasher
Fan/Hood []
Microwave []
Washer/Dryer
Additional features (special energy efficient items, etc.): None noted.
ATTIC
None
Stairs
Drop Stair
Scuttle
Floor
Heated
Finished
AMENITIES
Fireplace(s) #
Patio
Deck Wood
Porch Front
Fence
Pool
CAR STORAGE:
[]None[]
[] Garage
~ Attached 1
[~ Detached
Built-In
[] Carport
R Driveway
# of cars
Condition of the improvements, depreciation (physical, functional, and external), repairs needed, quality of construction remodeling/additions, etc.: No major
3airs noted. No evidence of functional or external obsolescence.
Adverse environmental conditions (such as, but not limited to, hazardous wastes, toxic substances, etc.) present in the improvements, on the site, or in the
immediate vicinity of the subject property: There are no visible or apparent adverse environmental conditions that would negatively impact
the value of the subject property.
Freddie Mac Fa'm 70 6-93 PAGE 1 OF 2
Produced using polarmd Dictel Solulions saltware. 800.234 8?21.www.pelaroidferms corn Fannie Mae F~m 1004,._ 6-93
Va~.atio. Secr, o. UNIFORM RESIDENTIAL APPRAISAL REPORT
File No. 03-476M1S
ESTIMATED SITE VALUE ........................... : $ 30,000
ESTIMATED REPRODUCTION COST-NEW OF IMPROVEMENTS:
Dwelling 1,008 Sq. Ft. @ $ 65.00 = $ 65,520
Bsmt. 0 Sq. Ft. @ $__ = 0
Garage/Carpod 336 Sq. Ft. @$ 14.00 = 4,704
Total Estimated Cost New ................ = $ 70,224
Less Physical Functional External Est. Remaining Econ. Life: -5
DeFedation 2,000 J $0 .... J $0 = $ 2,000
Depreciated Value of Improvements ................... = $ 68,224
"As-is" Value of Site Improvements ................... = $ 1,500
INDICATED VALUE BY COST APPROACH ............ $ 99~
ITEM J SUBJECT
30 Fieldcrest Drive
Address Mechanicsburg
Sales Price Estate
Price/Gross Liv. Area 0.00
Data and/or :Inspection
Verification Sources County Records
DESCRIPTION
Sales or Financing
Concessions
Date of Sale/Time
Location Suburban
LeasaddEee Sirr¢ Fee Simple
Site O. 1Acre +/-
View Residential
Ranch/Good
'o~'Cons~clion Brick / Vinyl
14 Yrs.
Condition Average
Above Grade Tolai I Rdrms I Baths
Room Coun~ 5! 2', 1.00
1,008 Sq. Ft.
Basement & Rnished Slab
Rooms Below Grade
Funclional Utility Average
H .Pump/CA
,Effident Items Average
I Att. Garage
Porch, Patio, Deck, Porch,Deck None
race, Pool, etc. None
None
COMPARABLE NO. 1
5 Pheasant Street
Mechanicsburq, PA
Same Development
.: :-:i!; $ 119,000
C.P.M.L.
Agent
DESCRIPTION
50 DOM
Conventional
8/15/02
Suburban
Fee Simple
0.1 Acre +/-
+ (-) $ Adjuslmenl
Comments on Cost Approach (such as, source of cost estimate,
site value, square foot calculation and for HUD, VA and FmHA, the
estimated remaining economic life of the property):
!n ~he reproduction cost of improvements, the Marshall &
Swift Residential Cost Handbook~ as well as local
contractors, are referenced.
00 Estimated Remaininq Economic Life is 30-35 years·
COMPARABLE NO. 2 J COMPARABLE NO. 3
32 Fieldcrest Drive ' J 4721-A Charles Road
Mechanicsburg. PA I Mechanicsburg, PA
Next Door ' 14 Miles
$ 125,900 J i: : $ 94,000
$ 102.52 ~ $ 87.04
C.P.M.L.
Agent
DESCRIPTION
11 DOM
Conventional
2/11/00
Suburban
+ (-) $ Adjustment
Fee Simple
0.1 Acre +/-
C.P.M.L.
Agent
DESCRIPTION
J + (-) $ Adiustment
75 DOM :
Conventional ,'
1/17/03 :
Suburban ,
Fee Simple ,,
0.1 Acre +/- ',
Residental Residental Residental ',
Ranch / Good , Ranch / Good Ranch / Good ,I
Vinyl
14 Years +/-
Good
Total I Sdrms ~ Baths
6: 2= 2.00
1,150 Sq. Ft. ,
Slab ,
Average '
H.Pump / CA
Average ,
1 Car Garage ,
Porch/Cov. Deck'
None
None
Brick / Vinyl
11
Good
Total I Bd~ms ~ Baths
61 2', 2.00
1,228 Sq. Ft.
Slab
None
-2,000
-1,500
-3,300
-2,000
-2,000
-1,500
-2,100
-500
Average ,
H.Pump/CA
Average
2 Car Garage
Porch/Deck
None
None ,
None '
of Comparable ; ;;; :; ¢;,: $ 112,900 N~f;; ¢.:~i~0~;~¢~i~ $ 117,100
Comments on Sales Comparison (including the subject property's compatibility to the neighborhood, etc. ): See Attached.
Brick / Vinyl ',
10 Years +/-
Ave, rage,
TotalI Bdrms ~l Baths
5: 2: 2.OO
1,080 ~q. Ft.
,Slab
Average ,,
H.Pump/CA
Average
1 Car Garage ,,
Porch/Patio
None ,,
None
None
1,500
92,500
ITEM SUBJECT COMPARABLE NO. 1 COMPARABLE NO. 2 COMPARABLE NO. 3
Date, Price and Data ] None None I None None
Source for Flot sales J N/A N/A J N/A N/A
J Owner's Deed C.P.M.L./Court House J C.P.M.L/Court House C.P.M.b/Court House
Analysis of any current agreement of sale, option, or listing of the subject property and analysis of any pdoi' sales of subject and compa.,ables ,~Athin one year of the date of appraisal:
N/A
INDICATED VALUE BY SALES COMPARISON APPROACH ..................................................... $ 113,000
INDICATED VALUE BY INCOME APPROACH (ti Applicable} Estimated Market Rent $ N/A /bio. x Gcoss Rent Multiplier N/A = $ N/A
This appraisal is made [] "as is" [] subjecl to the repairs, alterations, inspections of conditbns listed below E~ subject to completion per plans and spedfications.
Conditions of Ap~'aisat: The appraiser assumes a marketable title and that equipment associated with the improvement is in working order.
Final Reconciliation: The market approach, reinforced by the cost approach, is a good indicator of fair market value. The fact that the seller
~s or is not paying any portion of the closing costs has no effect on this appraisal.
The purpose of this appraisal is to estimate the market value of the real property lhat is the subject of this report, based on the above conditions and the certification, contingent
and limiting conditions, and market value detinition that are stated in the attached Freddie Mac Focm 439/Fannie Mae Form 1004B (Revised 6/93 ).
('WE) ESTIMATE THE MARKET VALUE, AS DEFINED, OF THE REAL PROPERTY THAT IS THE SUBJECT OF THIS REPORT, AS OF D.O.D. April 27, 2003
(WHICH IS THE DATE O.F INSPECTJCiI~O~HE EFF.~TIVE DATE OF THIS
Si_qnature
Name Mark E~. F(l~e~rt - ? / -
REPORT) TO BE $ 113,000
SUPERVISORY APPRAISER (ONLY IF REQUIRED):
Signature
Name
Date Report Si~lned
State Certification #
Or State License #
Date Repod Signed
State Certification # RL-000388-L State PA
Or State License# RB-029755-A State PA
Freddie Mac Fa'm 70 6-93
PAGE 2 OF 2
~]Did ~Did Not
Inspect Property
State
State
Fannie Mae Form 1004 6-93
Mark E. Hilbert and Assoc.
ADDENDUM
B,o~rower: Estate of Paline Stambaugh
Properly Address: 30 F;eld.;,'3st Drive
File No.: 03-476MIS
Case No.:
City: Mechanicsburg
Lender: Charles Shields, II1
State: PA Zip: 17055
Comments on Sales Comparison
The property's heating, plumbing and electrical systems appear to be functioning properly to the best
of the appraiser's knowledge and expertise.
I am unable to verify the insulation "R" factor. The presence of UREA-FORMALDEHYDE FOAM
INSULATION could not be determined. If UFFI is present, the appraised market value may be
adversely affected or voided. Any information about insulation stated on the appraisal was provided
by inspection, owner or agent and is assumed to be accurate.
The appraiser in not aware of the existence of Radon Gas and/or Radon Daughters and does not
have the necessary equipment to test for presence of same. If a future test shows unacceptable
levels of Radon present, the appraised market value may be adversely effected or voided.
Please be advised that in the market data analysis grid, bathrooms are adjusted for on the first line
and gross living area/room count are adjusted together as a single adjustment on the second line.
It is noted that comprqrable No(s) 3 is located more than: ( ) on3 mile for urban location.
(X) three miles for suburban location.
( ) five miles for rural location from the subject. These comparables were selected after a
through search of the area. They are located in a neighborhood similar to
the subject, and are considered to be the best comparable sales available.
It is noted that the price per sq. ft. of gross living area for comparable sale No(s) 3 varies by more
that $10.00 per sq. ft. compared to the subject. The comparables chosen are the best available.
It is noted that comparable 2 is older than preferred. It was used to due being in the same
development and a lack of more recent sales in the development. Comparable 1 is considered most
influential.
Addendum Page I of I
MULTI-PURPOSE SUPPLEMENTAL ADDENDUM
FOR FEDERALLY RELATED TRANSACTIONS (FIRREA)
03-476MIS
Borrower/Client Estate of Paline Stambaugh
Property Address 30 Fieldcrest Drive
City Mechanicsburq County Cumberland State PA
Lender Charles Shields III
Zip Code 17055
This Multi-Purpose Supplemental Addendum for Federally Related Transactions was designed to provide the appraiser with a con-
venient way to comply with the current appraisal standards and requirements of the Federal Deposit Insurance Corporation (FBIC),
the Office of the Comptroller of Currency (OCC), The Office of Thrift Supervision (eTS), the Resolution Trust Corporation (RTC)
and the Federal Reserve.
This Multi-Purpose Supplemental Addendum is for use with any appraisal. Only those
statements which have been checked by the appraiser apply to the property being appraised.
The purpose of the appraisal is to estimate the market value of the subject property as defined herein. The function of the appraisal is
to assist the above-named Lender in evaluating the subject property for lending purposes. This is a federally related transaction.
~-~ 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 within the subject market area. The original source of the corn-
parables 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 mos
reliable has b~ten used. Data believed to be unreliable was not included in the report nor used as a basis for the value conclusion.
~ The Reproduction Cost is based on Marsha & Swift Residential Cost Handbook/Local Contractors.
supplemented by the appraiser's knowledge of the local market.
J-~ Physical depreciation is based on the estimated effective age of the subject property. Functional and/or external depreciation, if
present, is specifically addressed in the appraisal report or other addenda. In estimating the site value, the appraiser has relied on
personal knowledge of the local market. This knowledge is based on prior and/or current analysis of site sales and/or abstraction of site
values from sales of improved properties.
~The subject property is located in an area of primarily owner-occupied single family residences and the Income Approach is not consi-
dered to be meaningful. For this reason, the Income Approach was not used,
~-~ The Estimated Market Rent and Gross Rent Multiplier utilized in the Income Approach are based on the appraiser's knowledge of the
subject market area. The rental knowledge is based on prior and/or current rental rate surveys of residential properties. The Gross Rent
Multiplier is based on prior and/or current analysis of prices and market rates for residential properties.
~'~ For income producing properties, actual rents, vacancies and expenses have been reported and analyzed, They have been used to pro-
ject future rents, vacancies and expenses.
According to OwpRr
the subject property;
~has not been offered for sale in the past __ months or 3 years.
---~ is currently offered for sale for $
E~] was offered for sale within the past __ months or years.
-~ Offering information was considered in the final reconciliation of value.
L_J Offering information was not considered in Ihe final reconciliation of value.
J J Offering information was not available. The reasons for unavailability and the steps taken by the appraiser are explained later in
this addendum.
According to _Deed the subject properly;
I X I has not transferred in the past __ months or 3 years.
_~has transferred in the past months or __ years.
J All prior sales which have occurred in the past __ months or ~ years are listed below and reconciled to the
appraised value, either in the body of the report or in the addenda.
I Date Sales Price Document # Seller Buyer
~ Subject property is not located in a FEMA Special Flood Hazard Area.
I Subject property is located in a FEMA Special Flood Hazard Area.
Zone FEMA Map/Panel# Map Date Name of Community
"C" 420370 3-3-92 Silver Springs Township
~ The community does not participate in the National Flood Insurance Program.
X~J The community does participate in the National Flood Insurance Program.
I It is covered by a regular program.
I I It is covered by an emergency program.
December 1992
,315 Whitney Ave. New Haven CT 06511 All Rights Reserved
This ecru reproduced with permission on the ACl Devetoprnenl RapidForms system (800) 234-9721
03-476M 1S
[The subject property is currently not under contract.
The contract and/or escrow instructions were not available for review. The unavailability of the contract is explained later in the
addenda section.
~"'~The contract and/or escrow instructions were reviewed. The following summarizes the contract:
i
Contract Date Amendment Date Contract Price Seller
{~Th~' cont-~-~i'i~-dicated that personal property was not included in the sale,
r-~The contract indicated that personal property was Included. It consisted of
Estimated contributory value is $
~Personal property was not included in the final value estimate.
~---~Personal property was included in the final value estimate.
~'-~The contract indicated no financing concessions or other incentives.
---']The contract indicated the following concessions or incentives:
L lf concessions or incentives exist, the comparables were checked for similar concessions and appropriate adjustments were made, if
applicable, so that the final value conclusion is in compliance with the Market Value defined herein.
Six
months is considered a reasonable marketing period for the subject property based on multi-listing service data.
The Appraiser certifies and agrees that:
(1) Their analyses, opinions and conclusions were developed, and this report was prepared, in conformity with the Uniform Standards of
Professional Appraisal Practice ("USPAP"), and in accordance with the regulations developed by the Lender's Federal Regulatory
Agency as required by FIRREA, except that the Departure Provisions of the USPAP do not apply.
(2) Their compensation is not contingent upon the reporting of predetermined value or direction in value that favors the cause of the
client, the amount of the value estimate, the attainment of a stipulated result, or the occurrence of a subsequent event.
(3) This ap[.;ait~ assignment was not based on the requested minimum valuation, a specific valuation, or the approval of a loan.
The value estimated is based on the assumption that the property is nol negatively affected by the existence of hazardous substances or
detrimental environmental conditions unless otherwise stated in this report. The appraiser is not an expert in the identification of
hazardous substances or detrimental environmental conditions, The appraiser's routine inspection of and inquiries about the subject
property did not develop any information that indicated any apparent significant hazardous substances or detrimental environmental
conditions which would affect the property negatively unless otherwise stated in this report, It is possible that tests and inspections made
by a qualified hazardous substance and environmental expert would reveal the existence of hazardous substances or detrimental
environmental conditions on or around the property that would negatively affect its value.
Appraiser's Signature
Appraiser's Name (print)
State PA I ILicense J
__ Effective Date DOD April 27, 2003 Date Prepared ~'j/'~.~//'~:~_.~
Phone # ( 717 ) 766-4988
Residential Certification xL~ Certification # RL-000388-L Tax ID # 23-2391423
[~The co-signing appraiser has personally Inspected the subject property, both inside and out, and has made an exterior inspection of all
comparable sales listed in the report. The report was prepared by the appraiser under direct supervision of the co-signing appraiser.
The co-signing appraiser accepts responsibility for the contents of the report including the value conclusions and the limiting condi-
tions, and confirms that the certifications apply fully to the co-signing appraiser
J-~l-he co-signing appraiser has not personally inspected the interior of the subject property and:
~-~has not inspected the exterior of the subject property and all comparable sales listed in the report,
has inspected the exterior of the subject property and all comparable sales listed in lhe report.
The report was prepared by the appraiser under direct supervision of the co-signing appraiser. The co-signing appraiser accepts
responsibility for the contents of the report, including the value conclusions and the limiting conditions, and confirms that the
certifications apply fully to the co-signing appraiser with the exception of the certification regarding physical inspections. The above
describes a level of inspection performed by the co-signing appraiser.
[~The co-signing appraiser's level of inspection, involvement in the appraisal process and certification are covered elsewhere in the
addenda section of this appraisal.
Appraiser's Signature
Appraiser's Name (print)
State__ I~--JLicense
r-]Trainee ~ Review ["--] Other
SS#
Certified Residential I I Certification #
FW 70M
December 1992
Forms & Worms Inc., 315 Whitney Ave. New Haven, CT 06511 All Rights Reserved
This Iorm reproduced ~ permission on Ihe ACI Developmenl RapidFo~ms syslem (800) 234-8727
Jorrower Estaie of Paime Stamba_m__~U_,g~_
Dri,,e
J~ib/ Mechanicsburg
|Lender Charles Shields, III
File No. 03-476M1S
County Cumberland State PA Zip Code 17055
APPRAISAL AND REPORT IDENTIFICATION
This appraisal conforms to on.__~e of the following definitions:
X~ Complete Appraisal (The act or process of estimating value, or an opinion of value, performed without invoking the Departure Rule.)
~ Limited Appraisal (The act or process of estimating value, or an opinion of value, performed under and resulting from invoking the
Departure Rule.)
This report is on_.Ae of the following types:
[~ Self Contained (A written report prepared under Standards Rule 2-2(a) of a Complete or Limited Appraisal performed under STANDARD 1.)
{~ Summary (A written report prepared under Standards Rule 2-2(b) of a Complete or Limited Appraisal performed under STANDARD 1.)
[~] Restricted (A written report prepared under Standards Rule 2-2(c) of a Complete or Limited Appraisal performed under STANDARD 1
for client use only.)
Comments on Standards Rule 2-3
I certify that, to the best of my knowledge and belief:
· The statements of fact contained in this report are true and correct.
· The reported analyses, opinions, and conclusions are limited only by lhe reported assumptions and limiting conditions, and are my personal, impartial, and unbiased
professional analyses, opinions and conclusions.
· I have no present or prospective interest in the property that is the subject of this report, and no personal interest with respect t'~ lhe parties involved.
,1 have no bias with respect to the property that is the subject of this report or the parties involved wi';h this assignment.
· My engagement in Ihis assignment was not contingent upon developing or reporting predetermined results.
, My compensation for completing this assignment is not contingent upon the development or reporting of a predetermined value or direction in value that favors the
cause of the client, the amount of the value opinion, the attainment of a stipulated result, or the occurrence of a subsequent event directly related to the intended
use of this appraisal.
· My analyses, opinions and conclusions were developed and this report has been prepared, in conformity with the Uniform Standards of Professional Appraisal
Practice.
· I [] have [~ have not made a personal inspection of the property that is the subject of this report.
Comments on Appraisal and Report Identification
Note any departures from Standards Rules 1-2, 1-3, 1-4, plus any USPAP-related issues requiring disclosure:
Signature:
Name: Mark E. ~lilbert -
Date Signed: ~ ',/7./'~ ~
State Certilication #: RL-00039¢-L
or State License #: RB-029755-A
State: PA
Expiration Date of Certification or License: 6-30-2005
SUPERVISORY APPRAISER (only if required):
Signature:
Name:
Date Signed:
State Certification #:
~ State License #:
State: PA
Expiration Date of Certification or License:
[] Did ~ Did Not Inspect Property
JSPAP Identification (Rev 9./99)
1 of 1
File No. 03-476MIS
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 fair sale, the buyer and seller, each acting prudently, knowledgeably and assuming the price is not
aftected by undue stimulus. Implicit in this definition is the consummation of a sale as of a specified date and the passing of title from
seller to buyer under conditions whereby: (1) buyer and seller are typically motivated; (2) both parties are well informed or well advised,
and each acting in what he considers his own best interest; (3) a reasonable time is allowed for exposure in the open market; (4) payment
is made in terms of cash in U.S. dollars or in terms of financial arrangements comparable thereto; and (5) the price represents the normal
consideration for the property sold unaffected by special or creative financing or sales concessions* granted by anyone associated with the
sale.
*Adjustments to the comparables must be made for special or creative financing or sales concessions. No adjustments are necessary for
those costs which are normally paid by sellers as a result of tradition or law in a market area; these costs are readily identifiable since the
seller pays these costs in virtually all sales transactions. Special or creative financing adjustments can be made to the comparable property
by comparisons to financing terms offered by a third party institutional lender that is not already involved in the property or transaction. Any
adjustment should not be calculated on a mechanical dollar for dollar cost of the financing or concession but the dollar amount of any
adjustment should approximate the market's reaction to the financing or concessions based on the Appraiser's judgment.
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 matters 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 the title. The property is appraised
on the basis of it being under responsible ownership.
2. The appraiser has provided a sketch in the appraisal report to show approximate dimensions of the improvements and the sketch is
included only to assist the reader of the report in visualizing the property and understanding the appraiser's determination of its size.
3. The appraiser has examined the available flood maps that are provided by the Federal Emergency Management Agency (or other data
sources) and has noted in the appraisal report whether the subject site is located in an identified Special Flood Hazard Area. Because the
appraiser is not a surveyor, he or she makes no guarantees, express or implied, regarding this determination.
4. The appraiser will not give testimony or appear in 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 the value of the land in the cost approach at its highest and best use and the improvements at their
contributory value. These separate valuations of the land and improvements must not be used in conjunction with any other appraisal and
are invalid it they are so used.
6. The appraiser has noted in the appraisal report any adverse conditions (such as, needed repairs, depreciation, the presence of hazardous
wastes, toxic substances, etc. ) observed during the inspection of the subject property or that he or she became aware of during the normal
research involved in performing the appraisal. Unless otherwise stated in the appraisal report, the appraiser has no knowledge of any hidden
or unapparent conditions of the property or adverse environmental conditions (including the presence of hazardous wastes, toxic
substances, etc. ) that would make the property more or less valuable, and has assumed that there are no such conditions and makes no
guarantees or warranties, express or implied, regarding the condition of the 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 written consent before the lender/client specified in the appraisal report can distribute the
appraisal report (including conclusions about the property value, the appraiser's identity and professional designations, and references to
any professional appraisal organizations or the firm with which the appraiser is associated ) to anyone other than the borrower; the
mortgagee or its successors and assigns; the mortgage insurer; consultants; professional appraisal organizations; any state or federally
approved financial institution; or any department, agency, or instrumentality of the United States or any state or the District of Columbia;
except that the lender/client may distribute the property description section of the report only to data collection or reporting service(s)
without having to obtain the appraiser's prior written consent. The appraiser's written consent and approval must also be obtained before
the appraisal can be conveyed by anyone to the public through advertising, public relations, news, sales, or other media.
Freddie Mac Form 439 6-93
Page I of 2 Fannie Mae Form 1004B 6-93
File No. 03-476MIS
APPRAISERS CERTIFICATION: The Appraiser certifies 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 items of significant variation. If a significant item in a comparable property is superior to, or more favorable than,
the subject property, I have made a negative-adjustment to reduce the adjusted sales price of the comparable and, if a significant item in a
comparable property is inferior to, or less favorable than the subject property, I have made a positive adjustment to increase the adjusted
sales price of the comparable.
2. I have taken into consideration the factors that have an impact on value in my development of the estimate of market value in the
appraisal report. I have not knowing!y withheld any significant information from the appraisal report and I believe, to the best of my
knowledge, that all statements and information in the appraisal report are true and correct.
3. I stated in the appraisal report only my own personal, unbiased, and professional analysis, opinions, and conclusions, which are subject
only to 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 the 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 of either the
prospective owners or occupants of the subject property or of the present owners or occupants of the properties in the vicinity of the
subject property.
5. I have no present or contemplated future interest in the subject property, and neither my current or future employment nor my
compensation for performing this appraisal is contingent on the appraised value of the property.
6. I was not required to report a predetermined value or direction in value that favors the cause of the client or any related party,
the amount of the value estimate, the attainment of a specific result, or the occurrence of a subsequent event in order to receive my
compensation and/or employment for performing the appraisal. I did not base the appraisal report on a requested minimum valuation, a
specific valuation, or the need to approve a specific mortgage loan.
7. I performed this appraisal in conformity with the Uniform Standards of Professional Appraisal Practice that were adopted and
promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were in place as of the effective date of this appraisal,
with the exceptiol~ ,A the departure provision of those Standards, which does not apply. I acknowledge that an estimate of a reasonable
time for exposure in the open market is a condition in the definition of market value and the estimate I developed is consistent with the
marketing time noted in the neighborhood section of this report, unless I have otherwise stated in the reconciliation section.
8. I have personally inspected the interior and exterior areas of the subject property and the exterior of all properties listed as comparables
in the appraisal report. I further certify that I have noted any apparent or known adverse conditions in the subject improvements, on the
subject site, or on any site within the immediate vicinity of the subject property of which I am aware and have made adjustments for these
adverse conditions in my analysis of the property value to the extent that I had market evidence to support them. I have also commented
about the effect of the adverse conditions on the marketability of the subject property.
9. I personally prepared all conclusions and opinions about the real estate that were set forth in the appraisal report. If I relied on
significant professional assistance from any individual or individuals in the performance of the appraisal or the preparation of the appraisal
report, I have named such individual(s) and disclosed the specific tasks performed by them in the reconciliation section of this appraisal
report. I certify that any individual so named is qua;ified to perform the tasks. I have not authorized anyone to make a change to any item in
the report; therefore, if an unauthorized change is made to the appraisal report, I will take no responsibility for it.
SUPERVISORY APPRAISER'S CERTIFICATION: If a supervisory appraiser signed the appraisal 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 to be bound by the appraiser's certifications numbered 4 through 7 above, and am taking
full responsibility for the appraisal and the appraisal report.
ADDRESS OF PROPERTY APPRAISED: 30 Fieldcrest Drive, Mechanicsbur,q, PA 17055
APPRAISER:
Name Ma~r~, I
Date Signed:
State Certification #: RL-OI~O388-L
or State License ~: RB-O29755-A
S~ate: PA
Expiration Date of Certification or License: 6-30-2005
MARK E. HILBERT & ASSOCIATES
SUPERVISORY APPRAISER (only if required)
Signature:
Name:
Date Signed:
State Certification #:
or State License #:
State:
Expiration Date of Certification or License:
[] Did [~ Did Not Inspect Property
Freddie Mac Form 439 6-93 Page 2 of 2 Fannie Mae Form 1004B 6-93
PRODUCER
US][ Colbum Insurance S~rvice
One International Plaza
Suito 400
Philadelphia, PA 19113
INSUREO
Mark 15.. Hilbert & Associates
14 North Wahmt St
Mcchanicsburg, PA 17055
This Certificate is issued as a matter of information only
and confers no rights upon the certificate holder. This
Certificate does not amend, extend or alter the coverage
afforded by the policy below.
COMI,/m¥ AH*ORDII'tG COV~RtGE
CNA
This is ta certify thai the policy of insurance listed below has been issued to the insured named above for tho policy permd indicated,
notwithstanding any requirement, tem~ or condition or,ny contract or oth~ do~um~t with respect to which this cenifieme may b~
issued or may pertain, ~h* in~uranoe afforded by th~ poli~y d~scribcd h~rein is ~ubject to all ~ho temps, exclu.qons o.nd c~ndition.~ of~uch
policy. Limi~ ,~hoam may haw b~n ~educed by patd claim,.
TYI, g OF IN$1Jl~u~Cg
REAL ESTATE ERRORS & OMISSIONS
POLICY NUMBER
14312428-6-03
May 1, 2003 May 1, 2004
$500,000 Per Claim / $500,000 Per Aggregate
RETROACTIVE
May 1, 1994
CERTIFICATE HOLDER
CANCgLLATION
Should the above described poltcy bo canceled b~forc the ~xpiration date
thereof, the Issuin8 Company will cndcavor ta mail 1._.~0 days written no~/c~ to
thc Cottificatc Holder named to the left, but failure to mail such notice shall
impose no obligation or liability of any kind upan the company, its agents or
Apt~ 30, 2003
PN CBA
July 16, 2003
Charles E. Shields, [Il
6 Ctouser Road
Meci~anicsburg, PA 17055
Estate of Pauime M. Stambaugl'i, deceased
SSN: 201-18-3311
DOD: 4,.'27/2003
Dear Mr. Shields:
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
Checking Account
Account #5140481929
PAULINE M STAMBAUGH
PAULA J ECKMAN
DOD balance: $3,921,94 (non-interest bearing)
Established 04/21 / 1989
Savings Account
Accounl #5130421332 '
PAULINE M STAMBAUGH
PAULA J ECKMAN
DOD balance: $10,130,49 + $3.80 accrued inlerest
Established 04/21 / 1989
Please note that this office only prox4des date of death balances for deposit accounts
(IlL&s, CDs. Checking and Savings accounts). We do not prucess any finnncial
trnn~netions or provide statement~. If' you need assistance with rely of these items,
please call 1-888-PNC-BAN'K (1-888-762.2265) or stop by your local PNC Bank branch
or'ce.
Sincerely,
Rachelle Wells
1-800-762-1775
PT-PFSC-04-F
500 first Ave.
Pittsburgh PA 15210
M ernb~ FDIC
TOTAL F'.OI
LOOK FOR US. WE'LL GET YOU THERE.
05/19/2003
CHARLES E SHIELDS III
6 CLOUSER RD
MECHANCISBURG PA 17055
The information which you requested on the account(s) of PAULINE STAMBAUGH
(Social Security Number 201-18-3311 ) is/are as follows:
Account Number 1853259956 1855298246
Class of Account CERTIFICATE CERTIFICATE
Date Opened 03/01/95 10/07/96
Principal Balance 10379.29 55222.05
Accrued Interest 27.65 60.58
Balance at Date of 10406.94 55282.63
Death
Account Ownership JTO
Name of Joint PAULA
Owner, if any ECKMAN
Date Ownership 03/01/95
Was Established
JTO
PAULA
ECKMAN
10/07/96
Account Number
Class of Account
Date Opened
Principal Balance
Accrued Interest
Balance at Date of
Death
Account Ownership
Name of Joint
Owner, if any
Date Ownership
Was Established
Additional
Information
Requested
Sinjzerely,//
SENIOR SERVICES REP.
P.O. Box 171 I. HARRISBURG, PENNSYLVANIA 17105-1711
Toll Free 1-866-WAYPOINT (I-866-92.~)_7646). IN YORK AREA 717/815-4500 · w~vw. wagpointbank, com
CHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
REV-15.11 ~X+ (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF ~'~-/~'/~"~"~//('G//// /~/~/4'L//I/,~-' /~. FILE NUMBER ~,/- O,.~- .~o°.Z
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION
5.
6.
7.
?.
FUNERAL EXPENSES:
~N~ ~1~, ~. ~ ~/~N ~~/~
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address /~ ~E~C~ ~N~
City ~
Year(s) Commission Paid:
AUorneyFees ~[~ ~ ~/~
Family Exemption: 0f decedent's address is not the same as claimant's, a~ach explanation)
Claimant
State /~,,fi Zip / 7.~' / ?
Street Address
City
Relationship of Claimant to Decedent
State__Zip
Probate Fees
Tax Return Preparer's
TOTAL (Also enter on line 9, Recapitulation
(If more space is needed, insert additional sheets of the same size)
AMOUNT
'~'/&,/. oo
1.15; oo
$ /o, 475. ~/7
COMMONWEALTH OF PENNSYLVANIA
iNHERiTANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE !
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
,2../-
Include unreimbursed medical expenses.
iTEM
NUMBER
DESCRIPTION
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
AMOUNT
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
/~,¢ fl' z. /,,VE-
SCHEDULE J
BENEFICIARIES
FILE NUMBER
NUMBER
].
II.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
c~ ~6~;4c4 d~. ~KItl/1N
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
/<;"ti 7'HI HZ /,,i/ G ~",~
ENTER DOLOR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINE~
NON-TA~BLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
15 THROUGH 17, AS APPROPRIATE
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET
AMOUNT OR SHARE
OF ESTATE
ON REV 1500 COVER SHEET
(If more space is needed, insert additional sheets of the same size)
LAST WILL AND TESTAMENT
OF
PAULZNE M. STAMBAUGH
Z, PAULINE M. STAMBAUGH, widow woman, of Mechanicsburg,
~umberland County, Pennsylvania, being of sound and disposing
mind, memory and understanding, do hereby make, publish and
!declare this to be my, Last Will and Testament, hereby revoking
any and all Wills and Codicils previously made by me, specifically
my Will dated 18 December 1981.
till c aP it a:
iland
!the age of
FIRST: Z hereby direct that my personal representative,
lhereinafter named, to pay all my just debts, funeral and testamentaly
as soon after my demise as may be practicable.
SECOND: I hereby specifically bequeath my Lowery Organ
my granddaughter, KATHI ECKMAN.
THZRD: Ail the rest, residue and remainder of my estate
give, devise and bequeath as follows, equally and per
A. ONE-THIRD (1/3d) to my daughter, PAULA J. ECKMAN;
B. ONE-THIRD (1/3d) to my grandson, SEAN ECKMAN;
C. ONE-THIRD (1/3d) to my granddaughter, KATHI ECK1AN.
FOURTH: In the event my grandchildren have not attained
twenty-three (23), I hereby nominate and appoint my
daughter, PAULA J. ECKMAN, as Trustee over such assets that pass
to her two (2) children, pursuant to Paragraph THIRD above PAULA
shall have complete discretion to utilize the corpus of the trust
!funds and/or sell real estate for their proper maintenance, support
ihealth, education and comfort, not to exceed the style to which the~
lha~e been accustomed. Any unexpended balance, or any itnerest
in real estate shall be transferred/deeded to each child as
he/she attains the age of twenty-three (23); and the TRUST(S)
Shall be dissolved.
FIFTH: I hereby nominate, constitute and appoint
my daughter, PAULA J. ECKMAN, as Executrix of this my, Last
Will and Testament.
SIXTH: The abo~enamed person shall not be required
to post bond or surety in this or any other jurisdiction for
llfaithful compliance of the office of Executrix and/or Trustee.
ZN WZTNESS WHEREOF, Z hereunto set my hand and seal to
itthis and one (1) other typewritten page, identified by my
!isignature, to this my, Last Will and Testament, dated on this
i~The preceding instrument, consisting of this and one (1) other
!typewritten page, identified by the signature of the Testatrix,
iPAULINE M. STAMBAUGH, as and for her Last Will; who at her
request, in her presence, and in the presence of each other
i have subscribed our names as Witnesses hereto.
,.~' ,
RESZDING AT ~.~~..
COMMONWEALTH OF PENNSYLVANIA )
) ss. :
COUNTY OF CUMBERLAND )
, The Testatrix, and the Witnesses, re-
spectively, whose names are signed to the attached and foregoing
'instrument, being first duly sworn, do hereby declare
to
the
und.er-
~Sgne~ au~horSg7 ~Sa~ ghe ~es~rSx, PA~LS~E ~. S~A~B~UGH, sSgned
!iand executed the instrument as her Last Will; and that she signed
it willingly and that she executed it as her free and voluntary
ii act f°r the purp°ses therein expressed; and that each of the
Witnesses, in the presence and hearing of the Testatrix, PAULINE
STAMBAUGH,signed the Will as Witnesses, and to the best of
their knowledge and sight, the Testatrix, PAULINE M. STAMBAUGH,
was at least eighteen (18) years or older and under no constraint
or undue influence.
! /~ / AULINE _M. ~,STAMBAUGH~(Testatr~
WITNESS
Subscribed to and sworn to before me by the Testatrix, PAULINE M.
STAMBAUGH,ma,and s,ubscribed to and s~rn 2o before me by
~/~ (-'~ , and O~,~L~ ~ 5~
, the Witnesses,
dated on this the ¢-~j' ~ day of ~J,~c~e--~-/, 19~;7~ '
Notary Public
My Commission Expires:
x)
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX D/VIS/ON
DEPT. 280601
HARRISBURG, PA 17128-0601
CHARLES E SHZELDS ZZ!
6 CLOUSER RD
HECHANZCSSURG PA 17055
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOT/CE OF INHERITANCE TAX
APPRAISEMENT, ALLO#ANCE OR DISALLO#ANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
:,'.,~ffrE 05-01-200q
~; ~: i ~i{~U~iTATE OF STAMBAUGH
DATE OF DEATH 0q-27-2005
FILE NUHBER 21 05-0582
'04 FEB 27 P CUHBERLAND
ACN 101
Cum eI; n Co., PA
Amount RemAt~:ad
REV-15~7 E~ ~FP (01-05)
PAULZNE N
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGZSTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLZSLE, PA 17015
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
~-: ~ ~ - ~- ~ ~'-[ ~i=~ ~¥ -~ ~-~ ~' -~P - ~ ~-f ~k~[ - ¥~ - ~P ~-~ ~k~ ~¥ ~ E~N~[- ~ ................. DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF STAHBAUGH PAULINE HFZLE NO. 21 05-0582 ACN 101 DATE 05-01-200~
TAX RETURN HAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
$. CloseZy Held Stock/Partnership Interest (Schedule C) ($)
~. Hortgagas/No*as Receivable (Schedule D) (~)
$. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assa~s
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10)
11. Total Deductions
12. Net Value of Tax Return
2~095.60
96~72.89
.00
.00 NOTE: To insure proper
.00 credit to your account,
.00 submit the upper portion
.00 of this form wi~h your
~ax paymant.
(8)
10,678.97
191.79
98,q66.q9
(11) 10.97]
{12) 87,q9q.75
15.
lq.
NOTE:
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15)
Nat Value of Estate Sub,~act to Tax (1~)
Zf an assessment ~as lssued previously, lines 1~, 15 and/or 16, 17,
reflect figures that include the total of ALL returns assessed to date.
.00
87,q9q.75
18 and 19 ~ill
(15) .00 x 00 = .00
(16) 87,q9q.75 x 0q5= $,957.26
(17) .00 x 12 = .00
(lB) .00 X 15 = .00
(19)= $,957.26
AMOUNT PAID
ASSESSHENT OF TAX:
15. Amoun'l: of Line lr* at Spousal rata
16. Amoun~ of Line 1¢ taxabZa a~ L/naaZ/Class A rata
17. Amount: of Line lq a~ Sibling rata
18. Amoun~ of Line lq taxable at Collateral/Class B rata
19. Principal Tax Due
TAX CREDTTS:
PAYMENT RECEZP1 DISCOUNT I+J
DATE NUMBER INTEREST/PEN PAID (-)
01-15-200q CDOOSq~$ .00
$,957.26
TOTAL TAX CREDIT
BALANCE OF TAX DUEI
INTEREST AND PEN.
TOTAL DUE
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
:5,957.26
.00
.00
.00
{ ZF TOTAL DUE ZS LESS THAN $1, NO PAYNENT ZS REQUIRED.
ZF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DU~_.~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~
RESERVATION:
PURPOSE OF
NOTXCE:
PAYHENT:
REFUND
OBJECTIONS:
ADHIN-
ISTRATXVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December 12, 1962 -- if any future interest in the estate is transferred
in possession or enjoyment to Class D (collataral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the laaful Class D (collateral) rate on any such future interest.
To fulfill the requirements of Section Z16`0 of the Inheritance and Estate Tax Act, Act Z3 of ZOO0. (TZ P.S.
Section 916`0).
Detach the top portion of this Notice and submit aith your payment to the Register of Hills printed on the reverse side.
--Make check or money order payable to: REG/STER OF NXLLS, AGENT
A refund of a tax credit, which was not requested on the Tax Return, may be requested by coapIating an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-l:515). Applications are available at the Office
of the Register of NilIs, any of the Z:5 Revenue District Offices, or by calling the specie! Z6`-hour
ansaering service for forms ordering: 1-800-:56Z-Z050; services for taxpayers mith specie! hearing and / or
speaking needs: [-800-6`q7-50ZO (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. ZSiOZ1, Harrisburg, PA 171ZS-10Z1, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (7173 787-6505. See page 5 of the booklet "instructions for Inheritance Tax Return for a Resident
Decedent" (REV-IS01) for an explanation of administratively correctable errors.
If any tax due is paid within three (5) calendar months after the decedent's death, a five percent (BI) discount of
the tax paid is allowed.
The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the saea tiaa period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
lnterest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of
six (6Z) percent per annum calculated at a daily rate of .000166`. All taxes ahich became delinquent on and after
January 1, 1982 mill bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOO5 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 207. .00056`8 1987 9Z .00026`7 1999 77. . O00192
198:5 16Z .0006`?,8 1988-1991 llZ .000301 ZOO0 8Z .000Z19
1986, 11Z .000:501 199Z 9Z .000Z6`7 ZOOI 9Z .00026`7
1985 1:57. .000:556 199:5-199~, 7Z .00019Z ZOOZ 6Z .000166`
1986 107. .000Z76` 1995-1998 97. . O00Z~,7 ZOO3 5Z .0001:57
--Interest is calculated as follows:
XNTEREST = BALANCE OF TAX UNPA/D X NUI~BER OF DAYS DELTN~UENT X DATLy TNTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of tha assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/15/2005
SHIELDS CHARLES E III
6 CLOUSER ROAD
MECHANICSBURG, PA 17055
RE: Estate of STAMBAUGH PAULINE M
File Number: 2003-00382
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) 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 two
(2) years of the decedent IS death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
4/27/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~.~fiJ~~
GLENDA FARNE~~T~S~;H
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
cP