HomeMy WebLinkAbout03-0788PETITION FOR PROBATE and GRANT OF LETTERS
s,a,e of'
also known as J To:
Deceased.
Social Security No. ~-/ 7 - ~ ~ - 6, ~-~--1
Register of Wills for the
County of
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 execut ri ~c
in the last will of the above decedent, dated ~ Dr'tx~ ~',~ 2. fi, 2 O0 5
and codicil(s) dated
in the
named
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
was domiciled at death in C6/r~7 ~y&t-/~'r~ , t_ County, Pennsylvania, with
Decendent
h ~ r' last family or principal residence at ~ O r~ ~ ~ & i ~/ /~tO n,~ ¢.
Car l,'6!e , ;P ,q ' d, Ualr,,.,+ :~c)-tF~,.,~
(list street, number and muncipality)
Decendent, then 77 ye~arsofage, died. S~p~'~l~Wt; lq ~ 7oo. Y,~t ,
at C~r /t'~]~ y~. ; o~,al /-[O~'~l~/Jre~i .
Except as follows, decedent did not marry, was not ttivorced and did not have a child born or adopted
after execution of the will offered 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 $
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
C--mr'/~'.5 .~;
?00/0 0 0
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters
(testamentary; adminig[ration c.t.a.; administration d.b.n.c.t.a.)
theron.
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 3
COUNTY OF Q--~w&~.-x~.c,~_ 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 wel_l_~nd truly administer the estate according to la~w.
be.f~re me this ~ ~' day of /
,~~c~~ ~,,~,. I ~
~ ~' ~ ~egister L ~ - ~ ~- ~ ~ ~
0
No.
Estate Of CAROLYN CRAWFORD , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW .qFPTFMRFR ~n~ ?onq ~5~x ., in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated2-21-2003
described therein be admitted to probate and filed of record as the last will of
CAROLYN CRAWFORD ;
and Letters TESTAMENTARY
are hereby granted to CHRISTINE CUSPARD WHITE
Register of Wflls -0 ~
FEES
Probate, Letters, Etc .......... St/~0. DO
Short Certificates(to) .......... $ ~ -CC)
~.~m~va~nV,.X~ (~. .... $ q ,C30
$
TOTAL .
Filed ..~ :.~.9.~ .o..3 .....................
EXEC CAME BACK AND PICKED UP 10-1-2003
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
LAST WILL AND TESTAMENT
OF
CAROLYN CRAWFORD
I, Carolyn Crawford, a resident of and domiciled in the State of New York, make,
publish and declare this to be my Last Will and Testament, revoking all wills and codicils at any time
heretofore made by me.
FIRST: I direct that the expenses of my last illness and funeral, the expenses of the
administration of my estate, and all estate, inheritance and similar taxes payable with respect to property
included in my estate, whether or not passing under this will, and any interest or penalties thereon, shall
be paid out of my residuary estate, without apportionment and with no right of reimbursement from any
recipient of any such property.
SECOND: I give, devise and bequeath all the rest, residue and remainder of my property
and estate, both real and personal, of whatever kind and wherever located, that I own or to which I shall
be in any manner entitled at the time of my death (collectively referred to as my "residuary estate"), as
follows:
(a) If my sister Marion Cuspard, my niece Christine Cuspard White, my niece Kathleen
C. White and my nephew Steven Cuspard or any of them shall survive me, to those of my
sister Marion Cuspard, my niece Christine Cuspard White, my niece Kathleen C. White
and my nephew Steven Cuspard who survive me, in equal shares.
(b) If none of the beneficiaries under clause (a) above shall survive me, I give, devise
and bequeath my residuary estate to those who would take from me as if I were then to
die without a will, unmarried and the absolute owner of my residuary estate, and a
resident of the State of New York.
THIRD: If any property of my estate vests in absolute ownership in a minor or
incompetent, my Executor, at any time and without court authorization, may: distribute the whole or any
part of such property to the beneficiary; or use the whole or any part for the health, education,
maintenance and support of the beneficiary; or distribute the whole or any part to a guardian, committee
or other legal representative of the beneficiary, or to a custodian for the beneficiary under any gifts to
minors or transfers to minors act, or to the person or persons with whom the beneficiary resides.
Evidence of any such distribution or the receipt therefor executed by the person to whom the distribution
is made shall be a full discharge of my Executor from any liability with respect thereto, even though my
Executor may be such person. If such beneficiary is a minor, my Executor may defer the distribution of
the whole or any part of such property until the beneficiary attains the age of eighteen (18) years, and may
hold the same as a separate fund for the beneficiary with all of the powers described in Article FIFTH
hereof. If the beneficiary dies before attaining said age, any balance shall be paid and distributed to the
estate of the beneficiary.
FOURTH: I appoint my niece Christine Cuspard White to be my Executor. If my niece
Christine Cuspard White shall fail to qualify for any reason as my Executor, or having qualified shall die,
resign or cease to act for any reason as my Executor, I appoint my niece Kathleen C. White as my
Executor. I direct that no Executor shall be required to file or furnish any bond, surety or other security in
any jurisdiction.
FIFTH: I grant to my Executor all powers conferred on executors under the New York
Estates, Powers and Trusts Law, as amended, or any successor thereto, and all powers conferred upon
executors wherever my Executor may act. I also grant to my Executor power to retain, sell at public or
private sale, exchange, grant options on, invest and reinvest, and otherwise deal with any kind of
property, real or personal, for cash or on credit; to borrow money and encumber or pledge any property to
secure loans; to divide and distribute property in cash or in kind; to exercise all powers of an absolute
owner of property; to compromise and release claims with or without consideration; and to employ at-
torneys, accountants and other persons for services or advice. The term "Executor" wherever used herein
shall mean the executors, executor, executrix or administrator in office fi'om time to time.
SIXTH: If any beneficiary under this will and I die in a common accident or under
circumstances in which it is difficult or impractical to determine who survived the other, such beneficiary
shall be deemed to have predeceased me.
IN WITNESS WHEREOF, I, Carolyn Crawford, sign, seal, publish and declare this
instrument as my last will and testament this ~ I day of February, 2003.
The foregoing instrument was signed, sealed, published and declared by Carolyn
Crawford, the above-named Testatrix, to be her last will and testament in our presence, all being present
at the same time, and we, at her request and in her presence and in the presence of each other, have
subscribed our names as witnesses on the date above written.
residing at
residing at
AFFIDAVIT OF WITNESSES
STATE OF NEW YORK, COUNTY OF QUEENS, ss.
Each of the undersigned,
residingat ;L~.- ;~-~ ~-a,.~
,and
, respectively, being indi~dually and severally duly swom, did depose
and say that: The foregoing last will and testament was subscribed in our presence and sight by Carol~
Crawford, the Testa~ix named therein. The ~dersi~ed wimessed the execution of said will of C~ol~
Crawford on the 21st day of Febma~ 2003, at the home of Carol~ Crawford, located at 23-17 96~
S~eet, E. El~urst, New York 11369. At the time the ins~ment was so subscribed, the Testa~x de-
clared said ins~ment to be her last ~11 and testament. The undersized thereupon si~ed their names as
wimesses at the end of said will at the request of the Testa~x, in the presence of the Testa~ix and each
other. At the time of so executing said will, in o~ respective opinions, the Testa~x was at least eighteen
years of age, and was of sound mind, memo~ and understanding, under no cons~aint, duress, ~aud or
undue influence, and in no respect incompetent to make a valid ~11. ~ o~ respective opinions, the
Testa~x was able to read, ~ite and converse in the English lan~age, and was not suffering &om any de-
fect of sight, hearing or speech, or ~om any other physical or mental impai~ent which would affect her
capaciW to make a valid will. Each of us was acquainted with the Testa~x, and we make this affida~t at
her request. Said will was sho~ to us at the time this affidavit was made, and we examined it as to the
si~ature of the Testa~x and o~ silages. Said will was executed as a single, original ins~ment, and
not in counte~a~s. Said ~11 was executed by the Testa~ix and wimessed by us ~der the supe~ision of
Ga~ Wollan, Esq., an aRomey-at-law admi~ed to practice in the State of New York, who stated that the
focal requirements of the New York Estates, Powers and Trusts Law regarding the ceremony of
execution and a~estation of a will had been duly fulfilled and satisfied.-
Wimess
Severally subscribed and swom to before me this c~ I day of February, 2003.
Notary Public
My commission expires on
OARY P. ~OLLAN
NOTARY PUEIUC, STATE OF NEWYORK
NO. 02WO606~t77
C~UALIF1ED IN QUEENS COUNTY
CO~IMISStON EXPIRES
LAST WILL AND TESTAMENT
OF
CAROLYN CRAWFORD
Dated: February 23, 2003
Prepared by:
Fine, Olin & Anderman, LLP
222 Broadway, 18th Floor
New York, NY 10038-2591
212-267-1650
Carolyn Crawford
Dated: February 21, 2003
FINE, OLIN & ANDERMAN, P.C.
ATTORNEYS AT LAW
222 Broadway
New York, NY 10038-2591
OFFICES THROUGHOUT NEW YORK STATE
Name of Decedent:
Date of Death:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
C rolw. A-
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on '
Name Address
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
Signature
Name Chri
Address
Capacity: / Personal Representative
Counsel for personal representative
RONALD FATOULLAH 8 ASSOCIATES
RONALD A. FATOULLAH*
ATTORNEYS AT LAW
425 NORTHERN BLVD. - SUITE 20
GREAT NECK, NEW YORK 11021
TELEPHONE (516) 466-4422
FAX (516) 466-2219
QUEENS OFFICE
100-15 QUEENS BLVD.
FOREST HILLS, N.Y. 11375
(718) 261-1700
STACEY MESH NICK
REMO A. HAM MID""
01" COUNSE:L
BROOKLYN OFFICE
I ae t B6TH STREET
BROOKLYN, N.Y. 11214
(718) 621-5300
CAROL M. ADAMS
DEBRA V. ISLER
....OMITTED IN NY & MA
"ADMITTED IN Ny & CT
Kirk Sohonage, Esq.
Cumberland County Register of Wills
Cumberland County Courthouse
Courthouse Square
Carlisle, P A 17013
June 23, 2005
Re: Estate of Carolyn Crawford
Dear Mr. Sohonage:
This law fIrm represents Christine White as nominated Executrix of Carolyn Crawford's
estate. As we discussed, Ms. White fIled a pro se Petition for Probate in Cumberland
County, Pa. and submitted her aunt's original Will, not understanding the concept of
domicile. It turns out that Carolyn Crawford was in fact domiciled in Queens, New York,
and that she owned a home in Queens. An Order has been issued to revoke Ms. White's
appointment and terminate the proceeding in Cumberland County. In order to proceed
with the Probate in New York, it is necessaty to have the original Will of CarolYn
Crawford transferred to the Surrogate's Court of Queens County as follows:
Surrogate's Court of Queens County
Attention: Probate Department
88-11 Sutphin Boulevard
Jamaica, NY 11435
\.-.
I greatly appreciate your help in this matter. Please feel free to call me if you have any
questions or require any further information.
voryC1il M . iliQ;~
Carol M. Adams
Attorney at Law
Cc: Christine White
JOHN E. SLIKE
ROBERT C. SAlDIS
GEOFFREY S. SHUFF
JAMES D. FWWER, jR
CAROLj.LINDSAY
BRIAN C. CAFFREY
GEORGE F. DOUGLAS, III
MATTHEW J. ESHELMANt
THOMAS E. FWWER
jACLYNSMITH
LAW OFFICES
SAIDIS, SHUFF, FLOWER & LINDSAY
A PROFESSIONAL CORPORATION
26 WEST IDGH STREET
CARLISLE, PENNSYLVANIA 17013
TELEPHONE: (717) 243-6= - FACSIMILE: (717) 243-6486
EMAIL: attorney@ssfI-law.com
www.ssfl-Iaw.com
CAMP HILL OFFICE:
2109 MARKET SlREET
CAMP HILL, P A 17011
TELEPHONE: (717)737-3405
FACSIMILE: (717)737-3407
tBoard Certified Creditors'
Rights Representation
REPlY TO CARLISLE
March 4, 2005
Kirk S. Sohonage, Esquire
Solicitor for Register of Wills
SOHONAGE & CHRISTOPHER
PO Box 480
Camp Hill, Pennsylvania 17001
RE: ESTATE OF CAROLYN CRAWFORD
DATE OF DEATH: SEPTEMBER 19, 2003
SSN: 217.22.6557
FILE No.: 21-03-788
Dear Kirk:
I am contacting you as the Solicitor for the Register of Wills, Cumberland County,
Pennsylvania.
I am handling the above-referenced estate and I would like to amend the Probate Petition
or withdraw it since I believe the Executrix, Christine Cuspard White, without the advise of
counsel, mistakenly filed the estate in Cumberland County, Pennsylvania when it should have
been filed in New York.
Carolyn Crawford died on September 19,2003 with a will which stated her place of
domicile as New York. Her death certificate, a copy of which is enclosed, also states that her
place of actual residence was New York. The decedent moved to Carlisle two months before her
death in order to be in a nursing home close to her sister, Marion Cuspard. All of her accounts
were in New York. She voted there and she had a home there. She did have property in
Cumberland County since she co-owned a rental property with her sister here. An estimated
value on the Carlisle property is approximately $30,000 so $15,000 would be the decedent's one-
half share.
It is my position that the estate administration should have been filed in New York and I
would then do an ancillary probate here in Cumberland County to pay the inheritance tax on on
the Carlisle property only.
Kirk S. Sohonage, Esquire
March 4, 2005
Page 2
I did not know if this was something you may have encountered in the past or not, but I
wanted to look to you for some guidance on how to proceed.
Please give me a call or a return letter at your convenience. If you would prefer, I will be
glad to meet with you if necessary.
Sincerely,
Saidis, Shuff, Flower & Lindsay
~r::..~'
George F. Douglas, ill
GFD: ahg
Enclosure
Cc: Kathleen C. White
Christine C. White
Glenda Farner Strasbaugh, Register of Wills
SOHONAGE & CHRISTOPHER
ArrORNEYS AND COUNSELORS AT LAw
DIRECT LINE: 717.612.9721
April 4, 2005
George F. Douglas III, Esquire
SAlOIS, SHUFF, FLOWER & LINDSAY
26 West High Street
Carlisle, PAl 70 I 3
Vernon A. McInnis, Esquire
139 W. Tulpehocken Street
Suite B-1
Philadelphia, PA 19144
Re: Estate of Carolyn Crawford
No. 21-03-788
Gentlemcn:
With rcgard to thc above-noted case please be advised the Register has agreed to revoke
the letters issucd in Cumberland County on the stipulation that one of you files an Affidavit
outlining what had occurred, including the reason(s) why it was erroneously filed in Cumberland
County and providing information as to the county and state in which you will actually be
probating the estate after the letters are revoked. Once we are in receipt of the signed affidavit
we will revoke the previously granted letters and provide you notice of the same.
Should you have any questions please feel free to call. Thank you.
Very truly yours,
Kirk S. Sohonage
Solicitor for Register of Wills
Cumberland County, Pennsylvania
KSS/cs
POST OFFICE BOX 480
CAMP HILL
PENNSYLVANIA
17001
FAX: 717.612.9722
VERNON A. McINNIS
A TTORNEY A T LA W
PENNSYL VANIA AND DISTRICT OF COLUMBIA BARS
139 W. Tulpehocken Street, Suite B-1
Philadelphia, PA 19144
(215) 844-7535
Fax (215) 844-3315
Montgomery County
(610)667-8551
April 22, 2005
Kirk S. Sohonage, Esquire
Solicitor for Register of Wills
Cumberland County, Pennsylvania
Sohonage & Christopher
P.O. Box 480
Camp Hill, PA 17001
Re: Estate of Carolyn Crawford, Deceased, Testamentary No. 21-03-788
Dear Mr. Sohonage
Find enclosed Petition To Revoke Letters Testamentary submitted pursuant to your letter dated
April 4, 2005.
Very truly yours
(/ ~ ;1. w-r-~
Vernon A. Mcinnis
V AM/mv
Enc.
cc: Christine Cuspard White
VERNON A. McINNIS
ATTORNEYATLAW
PENNSYLVANIA AND DISTRICT OF COLUMBIA BARS
139 W. Tulpehocken Street, Suite B-1
Philadelphia, PA 19144
(215) 844-7535
Fax (215) 844-3315
Montgomery County
(610) 667-8551
May 13, 2005
Register Of Wills
Cumberland County
1 Courthouse Square
Carlisle, P A 17013
Re: Estate of Carolyn Crawford, Deceased, Testamentary No. 21-03-788
Petition To Revoke Letters Testamentary
Dear Sir/Madam
Please find enclosed filing fee in the amount of fifteen dollars ($15.00) in regards to the above
captioned Petition previously submitted. I have also enclosed a self addressed stamped envelope.
Please also forward original will.
Very truly yours
J!:::-:,[i y}/~
V AM/mv
cc: White
05/17/2005 16:56
2158443315
VAM ESQ
PAGE 02
VERNON A. McINNIS
AtTORNEY AT LAW
1'F./VrvsnVA/V1A A/VD DlsrRlcrOl'COLUM81A 8ARS
139 W. Tulpehocken Street, Suite B-1
Philadelphia, PA 19144
(215) 844-7535
Fax (215) 844-3315
M(ln~ry County
(610) 667~SSt
May 17, 2005
Marjorie Wevodau, First Deputy
Register Of Wills
Cwnberland County
1 Courthouse Square
Carlisle,PA 17013
Re: Estate of Carolyn Crawford., Decea~ed, Testamentary No. 21.03.788
Dear Ms. Wevodau
In regards to your telephone message find names of parties associated with the above captioued.
Christine White
2097 Stonebridge Drive North
Ann Arbor, MI 48108
(734) 761-2998
Kathleen White
4531 Caraway Drive
Jacksonville, FL 32257
(904) 739-8011
Steven Cuspard
17515110" Lane S.E.
Renton, WA 98055
(425) 271 -3804
Marion Cuspard
2097 Stonebridge Drive North
Ann Arbor, Ml48108
(734) 761-2998
Verr truly yours
U~/i.
Vernon A. McInnis
VAM/mv
Additionally transmitted by fax to (717) 240-7797
cc: White
BEFORE THE REGISTER OF WILLS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF CAROLYN CRAWFORD
DECEASED
NO 21-03-0788
ORDER OF THE REGISTER OF WILLS
AND NOW, this 18'h day of May, 2005, upon consideration of the Petition to Revoke Letters
Testamentary filed by Vernon A. McInnis, Esquire for Christine Cuspard White, Executor in the Estate
of the above-named Decedent, it is hereby ordered that Letters Testamentary which were granted on
September 30, 2003 are hereby revoked.
.~~
Vcrnon A. Mcinnis, Esquire
139 W. Tulpehocken St. B-1
Philadelphia PA 19144
Christine White
2097 Stonebridge North
Ann Arbor, MI 48108
-,
Marion D. Cuspard
2097 Stonebridge Drive North
Ann Arbor, MI 48108
Carlisle, PA 17013
, ,'j
Kathleen C. White
4531 Caraway Drive
Jacksonville FL 32257
".J)
Steven F. Cuspard
17515110'hLaneS.E.
Renton W A 98055
George F. Douglas, III, Esquire
26 West High Street
Carlisle, PA 1713
SAlOIS
SHUFF. FLOWER
& UNDSAY
ATJ'ORNEYSoIAT.UW
26 W. High Street
Carli.le, PA
.-. _......_--~-"."--_.~-,.....__.,,~,--, ,_. ._.__.~.-
REGISTER OF WILLS FOR THE COUNTY OF CUMBERLAND
IN THE COMMONWEALTH OF PENNSYLVANIA
INRE:
ESTATE OF CAROLYN CRAWFORD, DECEASED
DATE OF DEATH: FEBRUARY 23, 2003
SOCIAL SECURITY NO.: 217.22.6557
TESTAMENTARY NO.: 21.03.788
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To the Register of Wills:
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Please enter a claim against the Estate of Carolyn Crawford for legal services provided in
the amount of$952.00. A true and correct copy of the invoice is attached hereto, and made a
part hereof, and marked as Exhibit "A".
Respectfully submitted,
Saidis, Shuff, Flower & Lindsay
-
By: C. ~
George . Douglas, I
Attorney ill #61886
26 West High Street
Carlisle, Pennsylvania 17013
Phone: 717.243.6222
Fax: 717.243.6510
Date: ~ t'1 I -UO\
"-
Q.
JOHN E. SUKE
ROBERT C. SAIDIS
GEOFFREY S. SHUFF
JAMES D. FLOWER, JR.
CAROL J. LINDSAY
BRlA.'l C. CAFFREY
GEORGE F. DOUGLAS IJI
MATTHEW J. ESHELMAN'
THOMAS E. FLOWER
JACLYN M. SMITH
SAIDIS, SHUFF, FLOWER & LINDSAY
A PROFESSIONAL CORPORATION
26 WEST HIGH STREET
CARLISLE, PENNSYLVANIA 17013
TELEPHONE: (717) 243-6222 FACSIMILE: (717) 243-6486
EMAIL: attomey@ssfl-law.com
www.ssfl-law.com
CAMP HILL OFFICE:
2109 MARKET STREET
CAMP HILL- PA 17011
TELEPHONE. (717) 737.3405
FACSIMILE: (717) 737.3407
tBoard C:ertified Creditors'
Right~ Repl't'Sentatilm
REPLY TO CARLISLE
April 30, 2005
Estate of Carolyn Crawford
c/o Christine C. White
2097 Stonebridge Drive North
Ann Arbor, MI 48108
Our file# 6941
Invoice# 22855
041693
EIN: 25-1694606
RE: Estate Administration
Balance forward as of invoice dated February 2, 2005
Payments received since last invoice
Accounts receivable balance carried forward
$1,459.00
$855.50
$603.50
PROFESSIONAL SERVICES
02/02/2005
02/17/2005
02/22/2005
02/23/2005
02/24/2005
02/28/2005
03/04/2005
03/28/2005
04/03/2005
04/07/2005
Memo to file.
Phone call from Kathy Cuspard White, Beneficiary; return phone call.
Phone call from Kathy White, beneficiary, concerning probating the estate in NY.
Conference with GD,
Professional courtesy discount ($300.00)
Phone call from Kathy Cuspard White.
Letter to Kirk Sohonage, Esquire, Solicitor of Register of Wills concerning an
amendment to the Probate Petition.
Phone call from Kirk Sohonage, Esquire, Solicitor for Register of Wills; phone call
to client; phone call from Vernon McGinnis, Esquire on revoking the estate.
Phone call from Kathy White; return call on status.
Reviewed letter from Kirk Sohonage, Esquire from Register of Wills; prepared fax to
Kathy White and called her to leave a message.
TOTAL FEES
$348.50
041693
Estate Administration
Invoice# 22855
Page 2
TIMEKEEPER FEE RECAP
Lawver
Hours
Amount
Oouglas III, George F.
Paralegal, SLY
3.50
0.40
$312.50
$36.00
Billing Summarv
Total professional services
Total of new charges for this invoice
Plus net balance forward
Total balance now due
$348.50
$348.50
$603.50
$952.00
PRIVACY POLICY: During this fIrms representation of you, we may receive nonpublic, personal information from you or
from sources about you. It is our policy and practice that our attorneys and staff do not at any time reveal information relating
to our representation of you unless you consent after consultation, except for disclosures that are impliedly authorized to carry
out the representation, and except for disclosures required or authorized by the Pennsylvania Rules of Professional Conduct.
Interest at I 112% per month on unpaid balance after 30 days.
SAlOIS
SHUFF, FLOWER
& UNDSAY
ATrORNEYS-AT-lAW
26 W. High Street
Carlisle, PA
REGISTER OF WILLS FOR THE COUNTY OF CUMBERLAND
IN THE COMMONWEALTH OF PENNSYLVANIA
INRE:
ESTATE OF CAROLYN CRAWFORD, DECEASED
DATE OF DEATH: FEBRUARY 23, 2003
SOCIAL SECURITY NO.: 217.22.6557
TESTAMENTARY NO.: 21.03.788
CERTIFICATE OF SERVICE
On this j1f11-day of Mav. 2005, I, Adele GrouP. hereby certify that I served a true and
correct copy of the foregoing PRAECIPE via United States Mail, fIrst-class, postage prepaid
addressed as follows:
Vemon A. Mcinnis, Esquire
139 W. Tulpehocken St. B-1
Philadelphia, PA 19144
Christine Cuspard White
2097 Stonebridge Drive N.
Ann Arbor, MI 48108
Respectfully submitted,
auw
Marjorie A. Wevodau
First Deputy
One Courthouse Square
Carlisie, Pa. 17013
Glenda Farner Strasbaugh
Register of Wills &
Clerk of the Orphans' Court
(717) 240-6345
FAX (717) 240-7797
Kirk S. Sohonage, Esquire
Solicitor
OFFICES OF
l\egtster of Wtlls anb ([lerk of toe <1f)rpoans' ([ourt
l!Count!' of l!Cumberlanb
July 7, 2005
Mrs. Alice Rice
Chief Clerk
Surrogate's Court of Queens County
Attn: Probate Department
88-11 Supthin Boulevard
Jamaica, NY 11435
IN RE: Estate of Carolyn Crawford
File No. 21-03-0788
Dear Mrs. Rice:
Enclosed please find the Last Will of Carolyn Crawford. This will was offered
for probate in Cumberland County on September 30, 2003, at which time Letters of
Testamentary were granted to Petitioner Christine White. Subsequently, it was
determined the decedent was not domiciled in the Commonwealth of Pennsylvania at the
time of her death and accordingly, upon Petition of Christine White, Letters Testamentary
were revoked by me on May 18,2005.
At the request of Carol M. Adams, Esquire, Christine White's counsel, the
original will is being forwarded directly to you to be probated in your court.
Enclosed you will find a copy of Ms. Adam's request, which provides some background
on the estate.
If you have any questions or concerns, please feel free to calL
Respectfully,
~~~~
Register of Wills and Clerk of the Orphans' Court
GFS:maw
Encs. (2)
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 8/30/2005
WHITE CHRISTINE CUSPARD
2097 STONEBRIDGE DR N
ANN ARBOR, MI 48108
RE: Estate of CRAWFORD CAROLYN
File Number: 2003-00788
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. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
9/19/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
GLENDA FAP~JER STRASBAbGH
REGISTER OF WILLS
cc: File
Counsel
Judge
(JO
,,,,I
SAlOIS,
FLOWER &
LINDSAY
ATIORNEYS.'u.IAW
26 West High Stteet
Carlisle. P A
'"
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REGISTER OF WILLS FOR THE COUNTY OF CUMBERLAND
IN THE COMMONWEALTH OF PENNSYLVANIA
INRE:
ESTATE OF CAROLYN CRAWFORD, DECEASED
DATE OF DEATH: FEBRUARY 23, 2003
SOCIAL SECURITY NO.: 217.22.6557
TESTAMENTARY NO.: 21.03.788
PRAECIPE
To the Register of Wills:
'....; .;
'--)
0'1
Please mark the claim against the above referenced Estate filed on May 17, 2005 in the
amount of$952.00 as paid in full and satisfied.
tL..J...a. ~ ,/. ')J) 'l ,
Date: ,- -- J'- - "T"',
By:
Respectfully submitted,
Saidis, Flower & Lindsay
^c-~'r;
George F. Douglas, III, Esquire
Attorney ill #61886
26 West High Street
Carlisle, Pennsylvania 17013
Phone: 717.243.6222
Fax: 717.243.6510
BUREAU OF INDIVIDUAL TAXES
P.O. BOX 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
Janury 31,2011
GLENDA FARMER STRASBAUGH
REGISTER OF WILLS
CUMBERLAND CO COURTHOUSE
1 COURTHOUSE SQUARE
CARLISLE PA 17013
Dear Ms. Strasbaugh
Re: Estate of Carolyn Crawford
File No.: 21-03-0788
County: Cumberland
Date of Death: September 19, 2003
IN 1tOUR REPLY PLEASE
REFER. TO:
(717) 783-3836
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The subject decedent at death legally resided outside the state of
Pennsylvania; accordingly, you are authorized to close your records for
inheritance tax purposes.
All other inheritance tax documents filed under your resident
inheritance tax number for the subject decedent (if any) should be forwarded
to this office at the address shown above. Included should be photocopies of
all receipts for collection of inheritance tax in the subject estate which
have been issued by your office.
It is not necessary to return Departmental documents forwarded to your
office under the nonresident file number as we maintain a file of al7_
documents forwarded for the estates.
All matters concerning this estate will be maintained under thE~
Pennsylvania Nonresident File Number 99-10-1027.
Thank you for your cooperation in this matter.
Sincerely,
John Riedman
Inheritance Tax Division
S-IT:INH13
Ol:KP:005
~OMMON~IEALTH OF PENNSYLVANIA
r~ ~~ _ n~ DEPARTMENT OF REVENUE penn$y~Van~a ~,
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l~r
BUREAU OF IND~VLDUEIL TAJC~S t~ NOTICE OF NONRESIDENT INHERITANCE DEPARTMENT OF REVENUE
INHERITANCE TAX LV.h3IDN _!_'.i TAX APPRAISEMENT, ALLOWANCE OR REV-537 EX AFP (12-10)
Pa eox 280601 DISALLOWANCE OF DEDUCTIONS,
HARRISBURG PA l~lzB-ocol
.. AND ASSESSMENT OF TAX
7
.
1
" `~' DATE 03-28-2011
ESTATE OF CRAWFORD CAROLYN A
C~~ it ~`- DATE OF DEATH 09-19-2003
~~~!~~ ~ ~ ~~ FILE NUMBER 99 10-1027 ~'l2 ~'.l~a~_`~~~
CUt ~i: _ '~.' ~,._ [.~r,. COUNTY NON-RESIDENT ,,
CHRISTINE C WHITE ACN 101
2097 STONEBRIDGE DR N APPEAL DATE: 05-27-2011
ANN ARBOR M I 48108 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
PA DEPARTMENT OF REVENUE
P.O. BOX 280601
HARRISBURG, PA 17128-0601
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
------------------------------------------------------------------------------------------
REV-537 EX AFP (12-10~ NOTICE OF NONRESIDENT INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CRAWFORD CAROLYN A FILE N0. 99 10-1027 ACN 101 DATE 03-28-2011
TAX COMPUTATION METHOD ELECTED: (X) FLAT RATE ( ) PROPORTIONATE
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
L0. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests (Schedule J)
14. Net Value of Estate Subject to Tax
C1) 17,500.00
c2) .00
c3) .00
c4) .00
c5) .00
c6) .00
c7) .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
~$) 17,500.00
c9) .00
clo) .00
cll) .00
c12) 17,500.00
c13) .00
X14) 17,500.00
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate X15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 x 045 = .00
17. Amount of Line 14 at Sibling rate C17) 17,500.00 X 12 = 2,100.00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due
rex rornrre. C19) 2, 100.00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
12-15-2010 AMNP PEN 144.91 .00
01-03-2011 NR013899 159.00- 2,259.00
NOTE: AMNESTY NP
PENALTY ASSESSED
BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-04-2011 TOTAL TAX CREDIT 2,100.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. 7gg.41
TOTAL DUE 7gg,41
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
~~
e +
COMMONWEALTH OF PENNSYLVANIA PENNSYLVANIA ~"'
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES INHERITANCE AND ESTATE TAX '
DEPT. 280601 , - _-,i
HARRISBURG. PA 17128-0601 OFFICIAL RECEIPT /-~"
. Q~ ~, -
RECEIVED FROM: ACN
ASSESSMENT
Christine Cuspard White CONTROL AMOUNT
5706 Wellesley Land NUMBER
Ypsilanti, MI 48197
ESTATE INFORMATION
FILE NUMBER
99 10-1027
NAME OF DECEDENT (LAST) (FIRST) (MI)
Crawford Carolyn A
DATE OF PAYMENT
1 /13/2011
POSTMARK DATE
1/3/2011
COUNTY
Non-Resident
DATE OF DEATH
9/19/2003
REMARKS
SEAL
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
101 2,259.00
TOTAL AMOUNT PAID $2,259.00
RECEIVED BY
John M. Riedman
Register
WOLFEBSHEARER APPRAISAL SERVICES
Fle No. 07-059
APPRAISAL OF
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Limited Appraisal Report
LOCATED AT:
122 West Penn Street
Carlisle, PA 17013
FOR:
Christine White
2097 Stonebridge Drive North
Ann Arbor, MI 48108
BORROWER:
wA WA
AS OF:
June 22, 2007
BY:
William A. Bassett
PA General Certified Appraiser
WOLFE&SHEARER APPRAISAL SERVICES
'~w'
ra.
June 27, 3007
Christine White
2097 Stonebridge Drive North
Ann Arbor, MI 48108
File Number: 07-059
Dear Sir or Madam:
In accordance with your request, I have appraised the real property at:
122 West Penn Street
Carlisle, PA 17013
The purpose of this appraisal is to develop an opinion of the market 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 market value of the property as of June 22, 2007 is:
35,000
Thirty-Five Thousand Dollars
The attached report contains the description, analysis and supportive data for the conclusions,
final opinion of value, descriptive photographs, limiting conditions and appropriate certifications.
Sincerely yours
i~'~t~. G ~o.~C~
William A. Bassett
PA General Certified Appraiser
~;
FarlrileMae WOLFE & SHEARER APPRAISAL SERVICES
Desktop tlnderwrltor Ouantitativo Analysis Appraisal Report Fie No.: o7-ors
THIS SUMMARY APPRAISILL REPORT IS INTENDED FOR USE BY THE LENDERICLIENT FOR A MORTGAGE FaIANCE TRANSACTION ONLY.
P Address 122 West Penn Street C Carlisle State PA Code 17013
Le l De ~ Deed Book 29R/Pa a 229 Cumberland
Assessors Parcel No. Tax 05-20-1798-139 lax Year 2006!200 RE.7axes S 818.00 ' IAssesnrertsS WA
Borrower WA NIA Current owner Marion D. Cus rd Oyu m: Owner Tenant X Vacem
Ne~ boyhood «Pro'eU Name eorou h of Carlisle Pro'eU T PUD Condominium HORS WA IMo.
Sales Price S WA Date of Sale WA ' tbrJS amotax of ban cha es/concessions to be id refer WA
Pro ri a iced X Fee S- le Leasehold Ma Retererrce Ma 20-1798 Ceraus Tract 0123.00
Nora: Rau and tlra raeial tom idon of the nai borhaad ao not a Tsai factors.
~ Loatbn X Urban Suburban Rural Proprytyvakres Increasing X Stable Decrming
Buikup X Over75% 25-75% Under25% Demandlwpply Shortage X In balance Oversupply
Growth rate Ra ' X SUble Sbw Narita ' time Under 3 mos. X 3-6 mos. Ova 6 rros.
Slrr~famly '
S~~ ~~
30 Low 30
s(ue) (Ayres)
WA Low WA
Neghborhood boundaries West North Street to the south North Pitt to the east, Lincoln Street to the 80 H" h 80 H' h
north North West SVeet to the west. Pnedominam Pnedominam
50 50 WA WA
Dimensbns See Legal Description Site area.05 aces Shape Irregular
Specific zonkrg class'dication and desaiptbn Residential-Hi h Dens Residential -
Zonbg compiance XQ Legal ~ Legal norrcordortning (Cxandfathered use): Itlegal, attach desaiptbn No zoning
Hi hest and best use of wb'ect ro as im roved or as osed lans and ecifications : X Presem use Other use, attach desai lion.
Utilities Public Other Pubic ONer
Electricity X water X
Gas X Sanity sewer X OlFsirekirproverrrrYrts Type Public Private
sheet Macadam X
Age
Are (hge a adygse rte corrdxior6 easenrerm, enrsoadxrerrts. ~ I assessrtrents, side areas, etc Yes No It Yes, attach desai don.
Source(s) used far physical chareaer'rstics of prop X Imedor and exterior bspectbn Ex[edor inspection from street Previous appraisal ties
MLS Assessment and tax records Prior Ins don Pro owner Other ascribe :
No. of Stories 2 T Det.lAtt Attached Exlerbr Wall Aluminum Roof Surface Metal Manufactured Housb Yes X Na
Does the mere conform to the ne' hborhood b lama of , cendilbn, and conswaion rtreteriak7 X Ves No M No, attach de ' tbn.
Are there any a rem physkal defxiendes or condil'ans that would affect the soundness ar sWCttxal btegrly of the improvements ar Ne ivabiity of the proper[y7
Yes X No If Yes, attach descri lion.
Are there any apparem adverse envkonmental cerdhbra (hazardous wastes, toxic wbstanses, etc.) presem n the inprovemrms, on the site, or in the immediate vicinity of
the wb'eU Yes X No If Yes, attach 'ton.
I researched the wbjeu market area for comparable I'stkrgs and sales that are the most simiar and proximate to the wbjeu property.
My researdt re~ a tetal of 2 sales ranging in sales price tram S 45,000 to S 60.000 .
My researdr revealed a total of 6 istkrgs ranging b rnt price from f 32,900 to S 59.900 .
The any is of the tom arebb sales bebw reflects market reaction to ' iflcant vadatbns between the sales and the wb act ro
FEATURE SUBJECT SALE? SALE2 SALES
122 West Penn SVeet
Address Carlisle 155 Lincoln SVeet
Carlisle PA 150 West Penn Street
Carlisle PA 140 West Church Street
Carlisle PA
Proxi to Su 'ea 0.12 MI NW 0.03 MI W 0.33 MI SSW
Sores Price S WA S 32 900 S 42 230 . S 41 500
PrcelGross Liv. Area
Data a veri. Sources S 0.00 dJ S 35.76 ~
Court House Records/MuIG-List S 24.13 ~
Court House Records/Mufti-List f 45.50 0
Court House RetxxdslMufti-List
VALUEADJUSTMEMS DESCRIPTION DESCRIPTION +HSwf)t°ner DESCRIPTION .()S DESCRIPTION .HS
Sales or Finandng
Concessions Cash
DOM 8 COnv
DOM 137 COnV
DOM 23
Date of Sale/T'are WA 3/30/2007 3/21/2007 12/13/2006
Locetbn Urban Urban Urban Urban
Ste .05 acres .02acres .03 acres .04 acres
view Residential Residential Residential Residential
De n S
Actual A e rs.
- Condition
Above Grade 2S /Attached
100 t ears
Fair to Averse
rm ' emns ' Bath 2 sto !Attached
100 t ears
Fair to Avery a
rm ' exnin ' e,un 2 sto /Attached ~
100 t ears
Fair to Avery a
tact ~ mms ~ awn 2 sto !Attached '
100 f ears
Avery e
rya ' B8rm ~ exns
Room Cam 6~ 3~ 1.00 6~ 3 1.00 8 3 1.00 i 5 2 1.00
Gross ' ' Nea 1 060 S . Ft. 920 S . Ft; 1 400 1 750 S . Ft; -6 900 912 S . Ft; 1 480
BasarexardFrr~xd
Rooms BebwGrade Partial Bsmt
Unfinished Partial Bsmt
Unfinished Partial Bsmt
Unfinished Full Bsmt
Unfinished -2 000
Gary elCa ort None None None None
Heatin OHW/NoCA GFHA/NoCA GFHA/NoCA GFHA/NoCA
Net Ad-. Iota X + - ' f 1 400 + X - ' S 6 900 + X - ' S 520
Adjrmed Sales Price
of abler Gmss: 4.3%
Nee 4.3% S 34 300 Gross: 16.3°/6
Nee -18.3% S 35 330 Gross: 8.4%
Net: -1.3% S 40 980
Date of Prior Sales
Price of Prior Sales f S S S
Analysis of any cumem agreement of sate, option, or ILning of the wbjeu property and analysis of the prior sales of wbjeG and cemparables: The SUb~eCt r0
has not been listed or sold within the st three ears.
summary of sales comparison and value conclusion: The sub'ect ro and tom ambles are !opted in within the Carlisle Market Area. Coun
The tom rabies are similar in a e s le atilt and condition with ad'ustments made for differences. All the tom tables are
verified sales and are the best available.
This appraisal is made X 'as-is',or whjeUtocampletionperpmraandspecitatiorsnnthebasisdatryp°Ux~d2lmnditiontha[theimpmvemerrtshavebeencompleted.or
sub'ect to the tollowin re airs, akerations or cenddions:
BASED ON AN EXTERgRtNSPECTIONFROMTFtESTREET0RAN X MEfaDRMDE%rE7i10R1~6PECn01~rESrINATE7IEMAF~TVALl1E,A5DEF~ED,
OFlifREALPR0PERTYTFUITISTHESUBUECT0FTipSREPORTT0BES35,000 ,AS OF June 222007
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WOLFE & SHEARER APPRAISAL SERVICES
Ie.srteN~ u..daNrrrrlter ~uantltaUve Analysis Aooralsal Relloort ~ ~ ~ 07-059
Project trrfonnatlon far PUDs (if applkabk!)-Is the devebperlbuikler in cortttol of the Nome Owners' Association (HOA)1 Yes No
Pmvide the fofavrkg infomtatbn for PUDs only i the devebperlbuider is in contrd of the HOA and the subject property s an attached dweWng una
Total nwnba of phases WA Total number of unNs - Total number of unts sold
Total naribrxaf un7s noted Total number of unNs far sak Data Sotsce(s)
state date of conversion:
es
Mo a PUD1 ^ Yes No It
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e mnrvers
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u
Was the pmjecr create
by t
Ooes the projecr comain arty mukf-dwell'rg unhs7 Yes ^ No Data Sarce:
Are the common elements completed? ^ Yes No It No, desrnbe staves of completion:
Are arty common elements leased to a by the Home Owners' Association? Yes No It yes, attach addendum desrnbng rental terra and options.
Descr~e common elements and recreational tatdltles:
Project Information for Condominiums (if applicable---Is the devebper/builder in control of the Home Owners' Association (HOA)7 Yes No
Provide the foNowig infamnadon for aN Condominium Pmjecrs:
Tefal nxriba of phases WA Total number of units Total comber of units sold
Tefal rwrtx~raf unLt rerled Total number of units far sale Data Sauce(s)
? Yes No N date of carrvasion:
d
i
i
di
i
nto a con
om
n
um
ngs
Was the project seated Dy the conversion of existing hol
Projecr Type: ^ Pdmary Residence ^ Second Home or Recreational ^ Row or Townhouse Garden ^ Midrse Highrise
Condition of the project. quality of construction, unt mot, etc.:
Are the common elemems completed? Yes No If No, describe status of crxnpletion:
Are any common elemems leased to ar by the Home Owners' Assodationl Yes No If yes, attach addendum desmbing rental terms and options.
Descdbe common elements and recreational facilities:
PURPOSE OF APPRAISAL: The purpose of this appraisal is to estimate the market value of the real property that is the subject of
this report based on a quantitative sales comparison analysis for use in the mortgage finance transaction.
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 affected
by undue stimulus. Implicit in this definition is the consummation of a sale as of a specified date and the passing of title from seller
to buyer under conditions whereby: (1) buyer and seller are typically motivated; (2) both parties are well informed or well advised, and
each acting in what he considers his own best interest; (3) a reasonable time is allowed for exposure in the open market; (4) payment
is made in terms of cash in U.S. dollars or In terms of Financial arrangements comparable thereto; and (5) the price represents the
normal consideration for the property sold unaffected by special or creative financing or sales concessions' granted by anyone
associated with the sale.
' Adjustments to the comparables must be made for special or creative financing or sales concessions. No adjustments are necessary
for those costs which are normally paid by sellers as a result of tradition or law in a market area; these costs are readily identifiable
since the seller pays these costs in virtually all sales transactions. Special or creative financing adjustments can be made to the
comparable property by comparisons to financing terms offered by a third party institutional lender that is not already involved in the
property or transaction. Any adjustment should not be calculated on a mechanical dollar For dollar cost of the financing or concession
but the dollar amount of any adjustment should approximate the market's reaction to the financing or concessions based on the
appraiser's 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 any required 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 understaQding the appraiser's determination
of its size.
3. 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.
4. The appraiser has noted in the appraisal report any adverse conditions (such as, but not limited to, needed repairs, 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, expressed 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.
5. 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.
6. The appraiser will not disclose the contents of the appraisal report except as provided for in the Uniform Standards of Professional
Appraisal Practice.
7. The appraiser must provide his or her prior written consent before [he lenderlclient specified in [he appraisal report can disvibute
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; ar any department, agency, or instrumentality of the United States or any state ar the
District of Columbia; except that the lender/client may distribute the report 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 lie obtained before the appraisal
can be conveyed by anyone to the public through advertising, public relations, news, sales, or other media.
8. The appraiser has based his or her appraisal report and valuation conclusion for an appraisal that is subject to completion per plans
and specifications on the basis of a hypothetical condition that the improvements have been completed.
9. The appraiser has based his or her appraisal report and valuation conclusion for an appraisal that is subject to completion, repairs,
or alterations on the assumption that completion of the improvements will be performed in a workmanlike manner.
10CH. PAGE 2 QY 3 ranee xae rare cwa a-ao
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WOLFE 8 SHEARER APPRAISAL SERVICES
Underwriter QluanUtative Analysts App~alsal Report F~ Imo.: m-o5s
:ERTIFICATION: The Appraiser certifies and agrees that:
1. I performed this appraisal by (1) personally inspecting from the street the subject property and neighborhood and each of the
comparable sales (unless I have otherwise indicated in this report that I also inspected the interior of the subject property); (2) collecting,
confirming, and analyzing data from reliable public and/or private sources; and (3) reporting the results of my inspection and analysis
in this summary appraisal report. I further certify that I have adequate information about the physical characteristics of the subject
property and the comparable sales to develop this appraisal.
2. I have researched and analyzed the comparable sales and offerings/listings in the subject market area and have reported the
comparable sales in this report that are the best available for the subject property. I further certify that adequate comparable market
data exists in the general market area to develop a reliable sales comparison analysis for the subject property.
3. 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 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, have considered these adverse conditions
in my analysis of the property value to the extent that I had market evidence to support them, and have commented about the effect
of the adverse conditions on the marketability of the subject property. I have not knowingly withheld any significant information from
the appraisal report and I believe, to the best of my knowledge, that all statements and information in the appraisal report are true and
correct.
4. 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.
5. I have no present or prospective interest in the property that is the subject of 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, age, marital status, 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 or on any other Dasis prohibited by law.
6. I have no present or contemplated future interest in the subject property, and neither my current or future employment nor my
compensation far performing this appraisal is contingent on the appraised value of the property.
7. 1 was not required to report a predetermined value or direction in value that favors the cause of the client or any related party, [he
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.
8. I estimated the market value of the real property that is the subject of this report based on the sales comparison approach to value.
I further certify that I considered the cost and income approaches to value, but, through mutual agreement with the client, did not
develop them, unless I have noted otherwise in this report.
9. I performed this appraisal as a limited appraisal, subject to the Departure Provision of 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 the place as of the effective date aF the appraisal (unless I have otherwise indicated in this report that the appraisal is a complete
appraisal, in which case, the Departure Provision does not apply).
10. 1 acknowledge that an estimate of a reasonable time far exposure in the open market is a condition in the definition of market value.
The exposure time associated with the estimate of market value for the subject property is consistent with the marketing time noted
in the Neighborhood section of this report. The marketing period concluded for the subject property at the estimated market value is
also consistent with the marketing time noted in the Neighborhood section.
11. I personally prepared all conclusions and opinions about the real estate that were set forth in the appraisal report. I further certify
that no one provided significant professional assistance to me in the development of this appraisal.
SUPERVISORY APPRAISER'S CERTIFICATION: If a supervisory appraiser signed the appraisal report, he or she certified and agrees
that; I directly supervise the appraiser who prepared the appraisal report, have examined the appraisal report for compliance with the
Uniform Standards of Professional Appraisal Practice, agree with the statements and conclusions of the appraiser, agree to be bound
by the appraiser's certifications numbered 5 through 7 above, and am taking full responsibility for the appraisal and the appraisal report.
APPRAISER:
Signature: ~~ ~ s» ~]]-~~~~~ • ?~ ,f~~
Name: William A. Bassett
Company Name: Wolfe & Shearer Appraisal Services
Company Address: 33 South Pitt Street
Carlisle, PA 17013
Date of Report/Signature:08/27l2007
State Certification /: GA-001618-L
or State License 1":
State: PA
Expiation Date of Certification or License: dune 30, 2007
ADDRESS OF PROPERTY APPRAISED:
122 West Penn Street
Carlisle. PA 17013
APPRAISED VALUE OFTHE Sl1BJECT PROPERTY S 35, 000
EFFECTIVE DATE OF APPRAISALIINSPECTION 6/22/2007
LENDER/CLIENT:
Name: Christine White
Company Name: Christine White
Company Address: 2097 Stonebrtd9e Drive North, Ann Arbor, MI 48'
SUPERVISORY APPRAISER (ONLY IF REQUIRED):
Signature:
Name:
Company Name:
Company Address:
Date of Report/5ignawre:
State Certificatpn /:
or State Ucense is
State:
Expiation Date of Certification or lJcense:
SUPERVISORY APPRAISER:
SUBJECT PROPERTY
^ Did not inspect wbjed property
rUn-j Did 'mspect exterior of wbject property from street
Did inspect nterior and exterior of subject property
COMPARABLE SALES
^ Did not inspect exterior of comparable sales from street
O Did inspect exterior of comparable sales from street
10CH.
PAGE 3 OF 3
Rmoa urgAq falYnR1002]1.SR] ww.oWa~
Wolfe 8 Shearer R~Itors
Farina Mae Form 2[155 9-96
r
SUBJECT PROPERTY PHOTO ADDENDUM
Borrower: N!A N!A File No.: 07-059
Property Address• 122 West Penn Street Case No.:
City Carlisle State: PA Zip: 17013
Lendef: Christine White
FRONT VIEW OF
SUBJECT PROPERTY
Appraised Date: June 22, 2007
Appraised Value: E 35,000
REAR VIEW OF
SUBJECT PROPERTY
STREET SCENE
REV-1737-5 EX + (5-08)
pennsylvania SCNEDt1LE F, PART 1
~ DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
NONRESIDENT DECEDENT
ESTATE OF FILE NUMBER
Carolyn A. Crawford
Part 1 must include jointly-owned real estate and tangible personal property located in Pennsylvania. Complete Part 2, on reverse side to
include all other jointly held property whenever located ONLY when the proportionate method of tax computation is elected.
If 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• 122 West Penn St. Carlisle, PA 17013 (Note: address at time of
Marion Cuspard at Decedent death decedent's death. Surviving tenant died in 2006) Sister
B.
C.
DATE OF DEATH
ITEM FO~O NT MADE DESCRIPTION OF PROPERTY DATE OF DEATH D ECD'S VALUE OF
NUMBER TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET IN TEREST DECEDENT'S INTEREST
1. A. 06/15/1982 A single rental property 35,000.00 .50 17,500.0(
PART 1 TOTAL
$17,500.0(
PART 2 TOTAL
$0'0(
Proportionate Met hod Onty (From reve rse side.)
TOTAL (Also enter on Line 6, Recapitulation.) $17,500.00
(If more space is needed, use additional sheets of paper of the same size)
. t.~~
BUREAU OF IND~YIBU%1L TAJC€S ~ , ! (~
INHERITANCE TAX DI~\LISION'.. - ., . ~ - :_~j
PU BOX 280601
HARRISBURG PA 17126-0601
~.._ , ~ ,
C~E~~C 0'~
}'"Std' i ~ - ,
~~ ! i
Cl~' ~ .- , , - ^f
.._. ._ ,.J t. _ ~(~.
CHRISTINE C WHITE
2097 STONEBRIDGE DR
ANN ARBOR MI
GOMMON~IEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE pe11~1S~/~V8111a
NOTICE OF NONRESIDENT INHERITANCE DEPARTMENT OF REVENUE ~'
TAX APPRAISEMENT, ALLOWANCE OR REV-537 Ex AFP nz-la)
DISALLOWANCE OF DEDUCTIONS,
AND ASSESSMENT OF TAX
DATE 03-28-2011
ESTATE OF CRAWFORD CAROLYN A
DATE OF DEATH 09-19-2003
FILE NUMBER 99 10-1027
COUNTY NON-RESIDENT ~1~t ~` ~~~ ~~~
ACN 101
N APPEAL DATE: 05-27-2011
4 810 8 ( See reverse side under Objections
Amount Remitted ~~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
PA DEPARTMENT OF REVENUE
P.O. BOX 280601
HARRISBURG, PA 17128-0601
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS <~
REV-537 EX AFP C12-10) NOTICE OF NONRESIDENT INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CRAWFORD CAROLYN A FILE N0. 99 10-1027 ACN 101 DATE 03-28-2011
TAX COMPUTATION METHOD ELECTED: CX) FLAT RATE C ) PROPORTIONATE
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests (Schedule J)
14. Net Value of Estate Subject to Tax
~1) 17,500.00 NOTE: To insure proper
(2) .00 credit to your account,
C3) .00 submit the upper portion
(4) .00 of this form with your
fig) .00 tax payment.
c6) .00
c7) .00
~$) - 17,500.00
c9) .00
clo) .00
cil) _ .00
c12) _ 17,500.00
c13) _ .00
c14) _ 17,500.00
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17', 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate X15) .00 X 00 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .0 0 x 045 = .0 0
17. Amount of Line 14 at Sibling rate C17) 17,500.00 X 12 = 2,100.00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 = .00
19. Principal Tax Due ~ly)_ 2, 100.00
TAY f QCTITTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
12-15-2010 AMNP PEN 144.91 .00
01-03-2011 NR013899 159.00- 2,259.00
BALANCE OF UNPAID INTEREST/PENALTY AS OF
NOTE: AMNESTY NP
PENALTY ASSESSED
01-04-2011 TOTAL TAX CREDIT 2,100.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. 7gg.41
TOTAL DUE 7gg,41
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA PENNSYLVANIA ~''
DEPARTMENT OF REVENUE
BUREAU of woiviouAL TAxES INHERITANCE AND ESTATE TAX
DEPT. 280601 ~ . ~ ~ ~ ,
HARRISBURG. PA 17128-0601 OFFICIAL RECEIPT
No. NR013899 Pr`' ,£, ~ ~ '
RECEIVED FROM:
Christine Cuspard White
5706 Wellesley Land
Ypsilanti, MI 48197
ESTATE INFORMATION
FILE NUMBER
99 10-1027
NAME OF DECEDENT (LAST) (FIRST) (MI)
Crawford Carolyn A
DATE OF PAYMENT
1(13/2011
POSTMARK DATE
1/3/2011
COUNTY
Non-Resident
DATE OF DEATH
9/19/2003
REMARKS
ACN
ASSESSMENT
CONTROL AMOUNT
NUMBER
101 2,259.00
TOTAL AMOUNT PAID $2,259.00
RECEIVED BY
John M. Riedman
SEAL
COMMOMNEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
Register
r
WOLFE&SHEARER APPRAISAL SERVICES
F-
a
'~'sr~./
Fie No. 07-059
APPRAISAL OF
... .,
.: _ .:
i
. I_
~`
Limited Appraisal Report
LOCATED AT:
122 West Penn SVeet
Carlisle, PA 17013
FOR:
Christine White
2097 Stonebridge Drive North
Ann Arbor, MI 48108
BORROWER:
wA wA
AS OF:
June 22, 2007
BY:
William A. Bassett
PA General Certified Appraiser
~'
WOLFEBSHEARER APPRAISAL SERVICES
June 27, 3007
Christine White
2097 Stonebridge Drive North
Ann Arbor, MI 48108
File Number: 07-059
~.
Dear Sir or Madam:
In accordance with your request, I have appraised the real property at:
122 West Penn Street
Carlisle, PA 17013
The purpose of this appraisal is to develop an opinion of the market 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 market value of the property as of June 22, 2007 is:
35,000
Thirty-Five Thousand Dollars
The attached report contains the description, analysis and supportive data for the conclusions,
final opinion of value, descriptive photographs, limiting conditions and appropriate certifications.
Sincerely yours ~
William A. Bassett
PA General Certified Appraiser
FaIIrileMae WOLFE 8 SHEARER APPRAISAL SERVICES
Desktop ulnlderwrlter Ouantitatlve Analysis Appraisal Report Fde No.: o7-ors
THIS SUMMARY APPRAISAL REPORT 6 INTENDED FOR USE BY THE LENDERlCL1ENT FOR A MORTGAGE FaIANCE TRANSACTION ONLY.
P Address 122 West Penn Street C Carlisle State PA Code 17013
Le I Deed Book 29R/Pa a 229 Cumberland
Assessmrs Parcel No. Tax 05-20-1798-139 Tax Year 2006/200 RE.Taxes S 818.00 Assesmats S WA
Bonower WA WA Current Owner Marion D. Cus rd Occu m: Owner Tenam X Vawm
Ne' hbahood a P 'ea Name BoroU h of Carlisle Pro' T PUD Condominium HOAS WA IMo.
Sales Price S WA Date of Sale WA ' tionlf amoum of ban cha eslconcessions to be aid sewer NIA
Pro d tits a iced X Fee S le Leasehold Ma Reference M1Aa 20-1798 Cenws Tray 0123.00
Nota: Race and the racial coin ition of tha nai bofiood an not a Isal raaors.
Loption X Urban Suburban Rural Propertyvahres Itrtreasirg X Stable Decwnirg SrngieramwY ~
PRI E AGE '
A
RICE
e
Buikup X Over75% 25-75% Under 25% Demandrw Shata e X In balance OversupplJ
PPh 9
f(~> ~) P
(
yr
s
f
~
Growth rate Ra ' X Stable Sbw Macke tone Under 3 mos. X 3~ mos. Ova6 mos. 30 Low 30 W~ N!
Low
Neighborhood boundaries West North Street to the south North Pitt to the east Lincoln Street t0 the 80 H h 80 H' h
north North West Street to the west. Predominam Predommam
50 50 NIA WA
Dimensbns See Legal Description Site area .05 aCfeS Shape Irregular
Specific inning classification and desoiptbn Residential-Hi h Densi Residential
Zoning compliance XO Legal ~ Legal noncomomurg (Grendfathered use): Illegal, attach description No inning
H' hest and best use of wb'ect ro as' roved a as osed er acct and edficatbns : X Present use Other use, attach desai tbn.
lJtiliUes Public Other Pubwc Other OII-siEeYnprovarwiRS Type Public Private
Elecbicity X Water X Soeet Macadam (X
Gas X Sanity sewer X Alle
Are drae a a adverse rte mrdkbra easerrerra, erxsaadarena, ' I assessrrents side areas. erc. Yes No If Yes, attach desai tbn.
Source(s) used la physical characteristics d X Imedor and exterior bspection Exterior bspeaion from street Previous appnsisal f7es
MLS Assessment and tax retails Pdor Ins ' n Pro owner Other esaibe
No. of Stories 2 T e etJAte Attached Fxterbr wawa Aluminum Rod Surface Metal Manufactured Housin Yes X No
Does the mere conform to the hborhood in terra d , mrxtition, and mnstrudion materials? X Yes No It No, attach de ' ibn.
Are there any a rem physicel defxiencies a conditions that would affect the soundness a structural kxegdty d the improvements a the wvabiwry d the pope'
Ves X No If Yes, attach descri don.
Are there any apparem adverse envionmental mndkbns (hazardous wastes, toxic wbstances, etc.) pesem n the improvemerrts, on the rile, a b the immediate vicbity of
the wb'eU Yes X No K Yes, attach d
I researched the wbjed market area fa comparable wstings and sales that are the most sknwar and proxknate to the wbjea property.
My researdt revealed a total d 2 sales mngirg in sales price from S 45,000 to f 60.000 .
by research revealed a mtal d 6 istings ranging b Ifst price from S 32, 900 to S 59,900 .
The ana is of the arable sales bebw refkrUS market reaction to nwicam variations between the sales and the wb ro
FEATURE SUBJECT SALE1 $ALE2 SALE3
122 West Penn Street 155 Lincoln Street 150 West Penn Street 140 West Church Street
Address Carlisle Carlisle PA Carlisle PA Carlisle PA
Proxi ~ to Sub' 0.12 MI NW 0.03 MI W 0.33 MI SSW
Sales Price S WA f 32 900 S 42 230 . S 41 500
PdcPJCross Liv. Area S 0.00 0 f 35.76 ~ f 24.13(0 S 45.50 ~
Data a verve. Souces Court House Retbrds/Multi-List Court House Records/Multi-List Court House Records/Mutti-list
VALUEADIUSTMEMS DESCRIPTION DESCRIPTION +HfA¢rmn DESCRIPTION .(~s DESCRIPTION .HS
Sales or Financing Cash COnV COflV
Concessions DOM 8 DOM 137 DOM 23
DatedSaleJThre WA 3/30/2007 3/21/2007 12/13/2006
London Urban Urban Urban Urban
Ste .05 acres .02atxes .03 acres .04 acres
view Residential Residential Residential Residential
Des n S 2 /Attached 2 Sto !Attached 2 sto /Attached 2 sto /Attached '
Actual A e rs. 100 f ears 100 t ears 100 t eats 100 t ears
- Condition Fair to Avers a Fair to Avers a Fair to Avers a Avers e
Above Grade car ' actor ' errs car ' etr°a ' coact car ' am~a ' coca car ' eunm ' aqua
. Room Coum 6 ~ 3 ~ 1.00 6 ~ 3 ~ 1.00 ~ 8 ~ 3 ~ 1.00 s 5 ~ 2 ~ 1.00
Goss ' ' Area 1 060 S . Ft. 920 5 . Ft: 1 400 1 750 . Ft; -6 900 912 S . Ft: 1 480
- BaseraxardFrrMted Partial Bsmt Partial Bsmt Partial Bsmt Full Bsmt
Rooms Bebw Grade Unfinished Unfinished Unfinished Unfinished -2 000
Gera elCa None None None None
Heatin OHW/NOCA GFHA/NoCA GFHA/NoCA GFHA/NoCA _
Net Ad'. tote X + - ' S 1 400 X - ' S 6 900 X - ' S 520
Adjrated Sales price Gross: 4.3% Gross: 18.3% Gross: 8.4%
d Co abler Nee 4.3% S 34 300 Nee -16.3% S 35 330 Nee -1.3°k S 40 980
Date d Prior Sales
Price of Prior Sales S S f f
Analysis of any cuneM agreement of sale, option, a Ilsting of the wbjea property and analysis of dre prior sales d wbjeu and mmparebles: The Subject ro
has not been listed or sold within the st three ears.
Summary or sales comparison and value mndusbn: The sub'ect ro and coin rabies are !opted in within the Carlisle Market Area. Coup
The coin ambles are similar in a e le utili and condition with ro r ad~ustments made for differences. All the coin rabies are
verified sales and are the best available.
This appraisal is made X 'as-is',or wbjerxtommpletionpaplaraanddoraonthebasadahypodreUplmndi[ion[hattheimprovememshavebeencompieted.a
sub'ect to the tollowin re airs, akeratbns a condiions:
BASED ON AN EXTERgRItNSPECTIONFROMTfiESTREETORAN X METaORAADEXfII7OR~Ef.'r10N,lESTMATETFEMIIR~TVALUE,ASDFF~~ED,
OFTIfREALPROPERTYTHATrSTHESUBIECTOFTFpSREPORTTOBEi 35,000 ,AS OF JUne22, 2007
tl~H PAGE 7 Uh 3
nva,m ab,g ao ~arwe. aox>t.ern w..n.enra„
WOLFE & SHEARER APPRAISAL SERVICES
Desktop Underwrltor Quantitative Analysts Appralsai Report ~,~.: o~-oss
Project tnformeUon far PUDs f f applkable)-Is the devebper/builder in control of the Home Owners' Association (HOA)1 Yes No
Provide the foiowirg ttformatbn for PUDS only i the devebperlbuilder a in control of the HOA and the subjeu property is an attached dwelling und:
Total nmrha of phases WA Total number of units Total nurr~er of units sold
Total number of uric rerxed Total number of uniLS for sale Data Source(s)
Was the project created by the conversion of exatirg buadings ino a PUD7 ^ Yes No If yes, state date of cornersbn:
Does the project cemab arty muki-dxieling units? Yes ^ No Data Sauce:
Are the common elemerxs complMed? ^ Yes No If No, describe slams of completion:
Are arty common elemems leased to or by the Home Owners' Association? Yes No If yes, attach adderWum desrnbkg rental terms and options..
Descrbe conrrron elements and recreational fadldes
Project Infonnatlon for Condominiums (if applicable)--Is the devebperlbuilder bcontrol of the Home Owners' Association (HOA)? Yes No
Provide the blowing infarmatbn for al Condomorium Projects:
Total nmbri of phases WA Total number of units Total number of units sold
Total amber of ants rented Total number of units for sale Data Source(s)
? Yes No 1 date of wrrvetsbn:
i
i
i
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i
t
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i
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o
o a con
om
n
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u
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Was the projeu seated by the convers
on o
e:
st
Projecr Type: ^ Primary Residence ^ Second Home or Recreational ^ Row ar Townhouse Garden ^ Miiise Highrise
Conditbn of the projecr, quality of constroction, uni mot, etc:
Are the common elemems completed? Yes No If Na, desrnbe status of txmpletbn: _
Are arty common eemems leased to a by the Home Owners' Association? Yes No if yes, attach addendum descnbbg rental tents and options.
Describe common elements and recreational fadrales:
PURPOSE OF APPRAISAL: The purpose of this appraisal is to estimate the market value of the real property that is they subject of
this report based on a quantitative sales comparison analysis for use in the mortgage finance transaction.
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 mat affected
by undue stimulus. Implicit in this definition is the consummation of a sale as of a specified date and the passing of title from seller
to buyer under conditions whereby: (1) buyer and seller are typically motivated; (2) both parties are well informed or well advised, and
each acting in what he considers his own best interest; (3) a reasonable time is allowed for exposure in the open market; (4) payment
is made in terms of cash in U.S. dollars or in terms of financial arrangements comparable thereto; and (5) the price represents the
normal consideration for the property sold unaffected by special or creative financing or sales concessions' granted by anyone
associated with the sale.
' Adjustments to the comparables must be made For special or creative financing or sales concessions. No adjustments are necessary
for those costs which are normally paid by sellers as a result of tradition or law in a market area; these costs are readily identifiable
since the seller pays these costs in virtually all sales transactions. Special or creative financing adjustments can be made to the
comparable property by comparisons to financing terms offered by a third party institutional lender that is not already involved in the
property or transaction. Any adjustment should not be calculated on a mechanical dollar for dollar cost of the financing or concession
but the dollar amount of any adjustment should approximate the market's reaction to the financing or concessions based on the
appraiser's 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 any required sketch in the appraisal report to show approximate dimensions of the improveiments and
the sketch is included only to assist the reader of the report in visualizing the property and understapding the appraiser's determination
of its size.
3. 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.
4. The appraiser has noted in the appraisal report any adverse conditions (such as, but not limited to, needed repairs, 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, expressed 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 discovrtr 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.
5. 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 they accuracy
of such items that were furnished by other parties.
6. The appraiser will not disclose the contents of the appraisal report except as provided for in the Uniform Standards of Pnofessional
Appraisal Practice.
7. 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 lenderlclient may distribute the report 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.
8. The appraiser has based his or her appraisal report and valuation conclusion for an appraisal that is subject to completion per plans
and specifications on the basis of a hypothetical condition that the improvements have been completed.
9. The appraiser has based his or her appraisal report and valuation conclusion for an appraisal that is subject to completion, repairs,
or alterations on the assumption that completion of the improvements will be performed in a workmanlike manner.
111CH. PAGE 2 OF 3 Fannie hkae Form 2055 9-%
vmad,®,y ra:er.e ema~.rm..ao..nm~,
WOLFE & SHEARER APPRAISAL SERVICES
YIIA6rMRli9~ QYSfllILSi1Y0 Aflslyili App~>alsal R6pOn Foe No.: 07-059
:ERTIFICATION: The Appraiser certifies and agrees that:
1. I performed this appraisal by (1) personally inspecting from the street the subject property and neighborhood and each of the
comparable sales (unless I have otherwise indicated in this report that I also inspected the interior of the subject property); (2) collecting,
confirming, and analyzing data from reliable public and/or private sources; and (3) reporting the results of my inspection and analysis
in this summary appraisal report. 1 further certify that 1 have adequate information about the physical characteristics of the subject
property and the comparable sales to develop this appraisal.
2. I have researched and analyzed the comparable sales and offerings/listings is the subject market area and have reported the
comparable sales in this report that are the best available far the subject property. I further certify that adequate comparable market
data exists in the general market area to develop a reliable sales comparison analysis for the subject property.
3. 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 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, have considered these adverse conditions
in my analysis of the property value to the extent that I had market evidence to support them, and have commented about the effect
of the adverse conditions on the marketability of the subject property. I have not knowingly withheld any significant information from
the appraisal report and I believe, to the best of my knowledge, that all statements and information in the appraisal report are true and
correct.
4. 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.
5. I have no present or prospective interest in the property that is the subject of this report, and I have no present or prospecl:ive 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, age, marital status, handicap, familial status., or national
origin of either the prospective owners ar occupants of the subject property or of the present owners or occupants of the properties
in the vicinity of the subject property or on any other basis prohibited by law.
6. 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.
7. 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.
8. I estimated the market value of the real property that is the subject of this report based on the sales comparison approach to value.
I further certify that I considered the cost and income approaches [o value, but, through mutual agreement with the client, did not
develop them, unless I have noted otherwise in this report.
9. I performed this appraisal as a limited appraisal, subject to the peparture Provision of 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 the place as of the effective date of the appraisal (unless I have otherwise indicated in this report that the appraisal is a complete
appraisal, in which case, the Departure Provision does not apply).
10. I acknowledge that an estimate of a reasonable time for exposure in the open market is a condition in the definition of miarket value.
The exposure time associated with the estimate of market value for the subject property is consistent with the marketing time noted
in the Neighborhood section of this report. The marketing period concluded for the subject property at the estimated market value is
also consistent with [he marketing time noted in the Neighborhood section.
17. I personally prepared all conclusions and opinions about the real estate that were set forth in the appraisal report. I further certify
that no one provided significant professional assistance to me in the development of this appraisal.
SUPERVISORY APPRAISER'S CERTIFICATION: If a supervisory appraiser signed the appraisal report, he or she certified and agrees
that; I directly supervise the appraiser who prepared the appraisal report, have examined the appraisal report for compliance with the
Uniform Standards of Professional Appraisal Practice, agree with the statements and conclusions of the appraiser, agree to be bound
by the appraiser's certifications numbered 5 through 7 above, and am taking full responsibility for the appraisal and the appraisal report.
APPRAISER:
Signature: `~- ~L11 ~]]~ ~.T~.~i
Name: William A. Bassett
Company Name: Wolfe & Shearer Appraisal Services
Company Address: 33 South Pitt Street
Carlisle, PA 17013
Date of RepaNSignature:08/27/2007
State Certification /: GA-00161 B-L
or State License f:
State: PA
Expiation Date of Certficedon or License: June 30, 2007
SUPERVISORY APPRAISER (ONLY IF REQUIRED):
Signature:
Name:
Company Name:
Company Address:
Date of Report/Sgnature:
State Certification t:
or State License if:
State:
Expkation Date of Certification ar License:
ADDRESS OF PROPERTY APPRAISED:
122 West Penn Street
Carlisle, PA 17013
APPRASED VALUE OF TF E SUBJECT PROPERTY S 35, 000
EFFECTIVE DATE OF APPRAISAUINSPECTION 6/22/2007
LENDER/CLIENT:
Name: Christine White
Company Name: Christine White
Company Address: 2097 Stonebridge Drive North, Ann Arbor, MI 48'
SUPERVISORY APPRAISER:
SUBJECT PROPERTY
Did not inspect wbjea property
Did inspect exterior of subject property from street
Did inspect interior and exterior of subject property
COMPARABLE SALES
^ Did not inspect exterior of comparable sales from street
Q Did inspect exterior of comparable sales from street
10CH. PAGE 3 OF 3 Fannie Mae Form 2055 9.96
emm u:gaa xir~e.~mvr.mr wuo.mm.
Wolfe 8 Shearer R~Itors
' r
SUBJECT PROPERTY PHOTO ADDENDUM
~..
!~ ~
~ih
Borrower: N!A N/A File No.: 07-059
Property Address 122 West Penn Street Case NO.:
City Carlisle Stale: PA Zip: 17013
Lender: Christine White
FRONT VIEW OF
SUBJECT PROPERTY
Appraised Date: June 22, 2007
Appraised Value: S 35,000
REAR VIEW OF
SUBJECT PROPERTY
STREET SCENE
RE~V~1.737-5 EX + (5-OS)
,~ ~~ pennSylvania SCHEDVLE F, PART 1
~ DEPARTMENT OF REVENUE ,101NTLY-OWNED PROPERTY
INHERirANCE TAX RETURN
NONRESIDENT DECEDENT
ESTATE OF
Carolyn A. Crawford
FILE NUMBER
Part 1 must include jointly-owned real estate and tangible personal property located in Pennsylvania. Complete Part 2. on reverse side to
include all other jointly held property whenever located ONLY when the proportionate method of tax computation is elected.
If 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• 122 West Penn St. Carlisle, PA 17013 (Note: address at time of
Marion Cuspard at Decedent death decedent's death. Surviving tenant died in 2006) Sister
B.
C.
L DATE OF DEATH
0 NT MADE DESCRIPTION OF PROPERTY DATE OF DEATH D
ITEM FO ECD'S VALUE OF
NUMBER TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET IN TEREST DECEDENT'S INTEREST
1. A. 06!1511982 A single rental property 35,000.00 .50 17,500.0(
PART 1 TOTAL
$17,500.0(
PART S TOTAL
$0.0(
Proportionate Met hod Only (From reverse side.)
TOTAL (Also enter on Line 6,
$17,500.00
(If more space is needed, use additional sheets of paper of the same size)
~~ -a
,
BUREAU OF INDIVIDUAL TAXES ~'IV~I~RITANCE TAX
INHERITANCE TAX DIVISION
Po Box zaosol STATEMENT OF ACCOUNT
HARRISBURG PA 1 7128-0601 ~ ~ ~ ~ ~" rro' n~
~ta t/ ~i„y "+.
1v- ~
Pennsylvania
DEPARTMENT OF REVENUE
REV-1607 EX AFP (12-10)
""' ~ e 05-02-2011
CLERKr~F ESTATE OF CRAWFORD CAROLYN A
~FfP~-~~„~'~ ~~f1R~- DATE OF DEATH 09-19-2003
~~~~rF,.=-'! ;?t+,r~ ~Yti.i ~~ FILE NUMBER 99 10-1027 ~ ~ -- ~3 _ /"~L~(~
CHRISTINE C WHITE COUNTY NON-RESIDENT CJ~V
2097 STONEBRIDGE DR N ACN 101
ANN ARBOR MI 48108 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TOs
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG PA 17128-0601
NOTE: To ensure proper cradlt to your account, submit the uppor portion of this form with your tax payment.
CU ~ ~LON6~~RIS ~ ~NE~~~~~-~~~.^.^R.::I : LOWS R~ SORT SON FOR YOUR RECORDS
REV-103 EX AF~~ C12-10) *~* IN~IERI~111~CE ~~;C g~~TT'EMENT~OF~A~COUfiT ~~~~ ~~""""'•'-^~~-^~•
ESTATE OFsCRAWFORD CAROLYN A FILE NO.: 99 10-1027 _
THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE C BELOWOIS A SUMM DATDE= THE PRINC IPAL
TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, LF APPLICABLE, A PRDJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT; 03-21-2011
PRINCIPAL TAX DUE:
2,100.00
PAYMENTS crAx CREDITS):
PAYMENT
DATE RECEIPT DISCOUNT (+)
NUMBER INTEREST/PEN PAID C-)
AMOUNT PAID
12-15-2010 AMNP PEN
01-03-2011 NR013899 144.91 .00
04-09-2011 NR014201 159.00- 2,259.00
788.41- 788.41
TOTAL TAX PAYMENT
2,100.00
AMNESTY NON-PARTICIPATION PENALTY HAS BEEN ASSESSED BALANCE OF TAX DUE .00
INTEREST AHD PEN. .00
TOTAL DUE
# IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. •O 0
IF T07AL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM
FOR INSTRUCTIONS.
3
~ a
PAYMENT: Detach th• top portion of this notice and subsit with your paysent Bede payable to the nas• and address
printed on the reverse side,
If pavaent is for a resident decedent, sake check or coney order payable to: Register of Wills, Agent
If paysent is for a non-resident decedent, sake check or ^oney order payable too Cossonwealth of Pennsylvania
Failure to pay the tax, intorest, and penalty due say result 1n the filin of s
appropriate county, or the issuance of an Orphan's Court citation.
g lien of record in the
REFUND (CR): A refund of a tax credit, which was not requested on the tax return, say be raquastad by cospletin9 an
"Application for Refund of Pennsylvania Inheritance end Estate lax"
departsent's web site at (REy-1313). Applications era available frog
vww.revenue.state.pa.us, any Register of Wills or Revenue District Office or frog the
departsent's 24-hour answering service: 1-600-362-2050; services for taxpayers with special hearing and/or
speaking needs: 1-600-447-3020 CTT only),
REPLY T0: puestiens regarding errors should be addressed toe PA Departaent of Revanua, Bureau of Individual Texas,
ATTN: Post Assesssent Review Unit, PO Box 280601, Harrisburg, pA 17128-0601, or call (717) 787-6505.
DISCOUNT: If any tax due is paid within three calendar sonths after the decedent's death, a five percent discount
of the tax paid is allowed.
PENALTY: The 15 parcant tax asnesty non-participation penalty is cosputed on the total of the tax and interest assessed,
and not paid before Jan. 18, 1996, (the first day attar the end of the tax aanesty period.)
INTEREST: Interest is charged b•
ginning with first day of delinquency, or nine sonths and one day fros the date of
death, to the date of passant. Taxes which baeas• delinquent before Jan. 1, 1962, bear
six percent per annus caleulsted et a daily rate of D.
intorest et the rate of
Jan. 1, 1982, w' 000164, All taxes which becsse delinquent on
ill beer interest at a rate which varies fros end after
Departsent of veer to year with the rate announced by the PA
Revenue, Rotas for 1982 through 1999 can b• found in the Pennsylvania Resident Instruction
Booklet CREV-1501), the Penn
sYlvania Non-resident Instruction Booklet CREY-1736) or on the Departsent of
Revenue Web site www,reyenu•.stete.pe.us. Tha applicable intarast rates for 2000 through 2011 areo
Interest Daily
Year Rst• Factor Interest Daily
-- Year Rate Factor Interest Deily
2000 8X ~ Year Rate Factor
.000219 2001 ~~
2003 5Y 9X .000247 ~~
.000137 2004 2002 6X .000164
2006 7y 4X .000110 2005
2009 5Y •000192 2007 BY, .000219 5X •000137
.000137 2008
2010 4X .000110 7X •000192
2011 SY, .000082
Intarast is calculated as follows,
INTEREST BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
Any notice issued after the tax beeoses delinquent will reflect an interest calculation to 15
days
beyond the date of the assesssent. If passant is soda after the interest computation date shown on the
notice, additional interest gust b• caleulsted.
COMMONWEALTH OF PENNSYLVANIA PENNSYLVANIA
DEPARTMENT OF REVENUE INHERITANCE AND ESTATE TAX
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601 QFF'ICIAL RECEIPT
HARRISBURG, PA 17128-0601
No. NR014201
RECEIVED FROM:
Christine Cuspard White
5706 Wellesley LN
Ypsilanti, MI 48197-5717
9910-1027
JT (LAST) (FIRST)
Crawford Carolyn
412012011
4/912011
Jvv~~~ ~ Non-Resident
DATE OF DEATH 9119/2003
REMARKS
N,~. rv
ASSESSMENT
CONTROL AMOUNT
NUMBER
101 788.41
(MI)
TOTAL AMOUNT PAID $788.41
RECEIVED BY
John M. Riedman
SEAL
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
Register