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03-13-12 (2)
w 1505610101 REV-1500 °` t°'~'°' ~ PA Department of Revenue Pennsylrartia Bureau ofi Individual Taxes ~`"`~` PO BOx z8D6oi INHERITANCE TAX RETURN Harrisburg, PA i~us-o6oi ___ RESIDENT DECEDENT ENTER DECEDENT INFORAAATION BELOW Social Security Number Date of Death MMDDYYYY - t ,. ~ ~ . - ~~<.~.~~, <,,. _ .~ 1; 6 8 `3 6 6;5 9 1 ~~ 0 5 1 6 2z0 fit 1 Decedent's Last Name Suffix ~F ~; o, r t n =e ~ y (H Applicable) Enter Surviving Spouse's information Below OFFICIAL USE ONLY ~ Code Year File Number _ ~ ...~,~ ..~ ~,.. ~,- a 1 1 1 0 6 4: 5 Date of Birth MMDDYYYY ~ ~ ~- p~gp9g 1 y~9z1,, 1 Decedent's First Name MI M a 'r ~ i ~a n~ J Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number , r- ,.~•~- ~ - THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Return O 2. Supplemental Return O 3. Remainder Return (date of death prior to 12-13-82) O 4. Limited Estat® O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) ~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number ;. a :,. ..,,, . ~. ~ _:... ,~:. -• >,,_ .. _ ,,., ,.,~,. ~M a r 1° i n R 'M c C a l e b E- s to 7 1 7 6 9 1 t~:.7. 7 7 0 ~. REGIS~K'9F WILLS 118E ONE ~` -y n i T n ;;:,1 ~ r: r ~-m _... ;- ~ ; 4'~ n ...:.) l j ~ - 7 C7 r -~ ~ -, t ~ (_:~ -- i - -s ~: :" s y , - `, } t~ DATE FILE - ~' l First line of address ~2 1~9~ ~E:a ~ s,t ~M a i n :~S~t "r~'e.re~t= _ ;. , w, , . Second line of address P O. x.." ,B o x 2 3 0 City or Past Office State ZIP Code M:ec'h an i_c bpi r:,9 P A '1_Z0 55 Correspondents e-mail address: Under penaltiaes of pery~ay, I declare that 1 have examined this return, indt~ing accompanying schedules arxi statements, and to the best of my knowledge and belief, it is true, a complete. of parer other than the personal representative is based on ail information of which preparer has any knowledge. SIG RSON R NG RETURN ¢ DATE ~i / .o Fxectr ~'" V ~ f'n_Fxprtr _ `o '( 2 am B. Fortney 1505610101 Side 1 Brandt C. Cook 1505610101 J 219 E PLEASE E OR161NAL FORM ONLY ` ~ 1505610101 REV-1500 °` tO1-10' ~1 _ OFFICIAL USE ONLY PA Department of Revenue ~Y ~ County Code Year Fie Number Bureau of Individual Taxes ~ -~ ~ . . PO BOx ~806oi INHERITANCE TAX RETURN 2 1 ~ 1 1'': 0~; 6 t4 5 Harrisburg, PA i~128-o6oi RESIDENT DECEDENT ~,~ ~ _ ,~~, ~,„~ ~ ' ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 1 _6~8~~3 6~~6~5~- 9 1 0~5 1~6 2 0~1 1~ 0 9!) 8k~9~1 1_~ .~,. , , . . .,~r. ,. .~, . k , . Decedent's Last Name Suffix Decedents First Name MI F+o.r,tne y Mar i~a n, 0 (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI ,,. ,.µ , Spouse's Social Security Number - ~- .M 1~ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE a~,.,.. -' I ., ...: REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW rl• 1. Original Return O 2. Supplemental Return O 4. limited Estate t• 6. Decedent Died Testate (Attach Copy of WTI) O 9. Litigation Proceeds Received O 4a. Future Interest Compromise (date of death after 12-12-82) O 7. Decedent Mairrtained a Living Trust (Attach Copy of Trust) O 10. Spousal Poverty Credk (date of death between 12-31-91 and 1-1~5) O 3. Remainder Return (date of death prior to 12-13-82) O 5. Federal Estate Tax Return Required 0 8. Total Number of Safe Deposit Boxes O 11. Elecfion to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT - THIS SECTION MU8T BE COMPLETED. ALL CORRE8PONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytlme Telephone Number M a r t i n R M c C a~1~.e ';b E;s q 7 1 7 6'9 1. 7, 7 7 0 REGISTER OF WILLS USE ONLY First line of address 2 ~ 1~9 E a ~ s:t Second line of address P 0 B o : x_ City or Post Office M e ch a n ~ c Comaspondent's e-mail address: M a i n S t r}e .; es t 2 3 0 State ZIP Code bu r9 P A 1 7'0 5!5 a Under penalties of perjury, I declare that I have examined thLa return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Dedaralion of preparer other than the personal repress is based on all in Lion of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN / DATE Co-Exectr. t~/ w.n_Fxectr _ ~?..~/y~/ ADDRESS William B. Fortney Brandt C. Cook 23nolln Rd_ Tx_ ~~naa ~Za 16th StrpP+,. Ptew Cumberland, PA 17070 SIGNAT OF PREPAI~R pIYN~R ~N RESRE~NTATJVE DATE ADDRESS Law ffices-Marlin R. McCaleb 219_ E,3st_ Main Street, Merhanirshura_ PA 17n55 PLEASE E ORI~i1NAL FORM ONLY Side 1 L 15056101D1 1505610101 DATE FILED ~- ~ 1505610105 REV 1500 EX Decedent's Social Security Number Decedent's Name: 1, 6 ~$ v:r' 3 '' 6 6 5= 9? 1 RECAPITULATION 1. Real Estate (Schedule A) ............................................. 1. ' 0 . Q 2. Stocks and Bonds (Schedule B) ....................................... 2. N ,0 n-~ e ~ •.,~ ,. 5.: ~, ;;•~~ ~ , ...~~•~ 3. Closely Held Corporation, Partnership or Sole-Proprietorship {Schedule C) ..... 3. ~l ,Q n ~ e • 4. Mortgages and Notes Receivable {Schedule D) ........................... 4. ~r +U n e 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 3 1 N ~o n ~e 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6. 7. Inter-Yvos Transfers 8 Miscellaneous Non-Probate Property ' ' ~"~ '` ~ ' ' ~ ~'t (Schedule G) O Separate Billing Requested........ 7. ~ o n ° e ; 8. Total Gross Assets (total Lines 1 through 7) ............................. 8. 4 :9 ~, 4:,7 Q 7._ 9. Funeral Expenses and Administrable Costs (Schedule H) ................... 9. 3 5 5 8 6 ;~ 7 ' 7 .~, - ~~ ~ - s~k:,n. 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) .............. 10. • ` ~4 11. Total Deductions (total Lines 9 and 10) ................................. 1 L 3 5 9 i 9 S 0 1 ~. ~~, ~ ~ ~aw ';.q: 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. 4 :' S ~ 9 4 c:$ 4 0 , 6 13. Chantabie and Governmental Bequests/Sec 9113 Trusts for which " `'' ` ~ '''"'" '" ~ """ ~~~ `' an election to tax has not been made (Schedule J) ........................ 13. ~ 1 ~ 0 0 ' 0 ~ 14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. 4 , ~ ~ ~ ~ ~} ~~. 4 ~_ 0 ~ 6 ~.e~ .L TAX CALCULATION - SEA INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 • ., ...:, ~, ...> .. , ,.; ;. .. ., ... s ., (a)(1.2) X .0~ ' ~ ~ a 15. 16. Amount of Line 14 taxable _ '' } " '`` r ";~ ~" ~ `".Yz •~ ~' ~' •~`"'~~ :•~`'' at lineal rate x .o ~ 4 5 : 6 ° 4 8 4 0 ~ 6 ~ 16• ~ ~ 2 0 ` 7 ~ 17. Amount of Line 14 taxable ~` ~ •~:'~~''""•`"~ '°` ~°~ ~.~-',.,. r ~~ .~ .o~ . at sibling rate X .12 a 17. " ` 18. Amount of Line 14 taxable "' ~ 'pP` '~'~r~~`~'~'b~~ '' ``~~~~~~`~~~ ~' `~~ at conateral rate x .15 ~ - ~ 2 0 ~~ 0 ~0 0 0 ~ 18• • ~ 3 0 19. TAX DUE ......................................................... 19.' ~ )z 0'`$ 4 1 ~ 8 w, 20. FILL IN THE OVAL IF YOU ARE RECUESTING A REFUND OF AN OVERPAYMENT Side 2 L 1505610105 O 1505610105 J EV-1500 EX Pale 3 )ecedent's Complete Address: File Number DECEDENTS NAME .;~:~ ~.-.s~ !'':~.+ ~~~' '~ Marian J Fortney STREETADDRESS 306 Cast Main Street cmr Mechanicsburg sTATE PA zlP 17055 ax Payments and Credits: Tax Due (Page 2, Line 19} CredrtslPaymentS 0~o r ®0 A Prior Payments 12 s e B. Discount - _ ,. 6 31:58 Interest If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. H Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (1) 20 841.78 Total Credits (A+ t;) (2) 12 ~ 631.58 (3) 0.00 (4) 0.00 (5) 8 , 210 r PO Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE.APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property trar>sfarred :.......................................................................................... ^ b. retain the right to designate who shah use the property trar~ferred or its income : ............................................ ^ c. retain a reversionary interest; or .......................................................................................................................... ^ d. receive the pnmrise for life of either payments, benefits or care? ...................................................................... ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. ^ 3. Did decedent own an "in trust for" or payable-upon-death bank acxount or security at his or her death? .............. ^ 4. Did decedent own an individual retin;ment acx;ouni, annuity orothernon-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. br dates of death on or after July 1,1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is percent [72 P.S. §9116 (a) (1.1) (i)]. 'or dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent i'2 P.S. §9116 (a) (1.1) {ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and fing a tax return are still applicable even if the surviving spouse is the only beneficiary. 'or dates of death on or after July 1, 2000: ~~ The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at .death to or for the .use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent p2 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 benefiaaries is 4.5 percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(aK1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who hats at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX + {7 -97) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDE T ESTATE OF FILE NUMBER Marian J. Fortney SS~~ 168-36-6591 05/16/2011 21-11-0645 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1 House and lot, - known and numbered as 306 East Main Street, 185,000.00 Borough of Mechanicsburg, Cumberland County, PA, acquired by :Decedent and her husband, Boyd M. Fortney, by deed dated 06/08/1956, recorded in Deed Book "F", Volume 17, Page: 113 (Boyd M. Fortney died 11/29/1995). Value based on appraisal. by Brett :Lechthaler, PA St. Cert. Gen. Appr., dated 06/21/2011. TOTAL (Also enter on line 1, f (If more space is needed, insert additional sheets of the same size) Copyright (c)1996 farm software only CPSystems, Inc. S 185,000.00 Form REV-1502 EX {Rev. ~-s7) 1 REV-1508 EX t (1-97} SCHEDULE E MONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, sc MSC. 1N RESIDENT DECEDENT N PERSONAL PROPERTY ESTATE OF FILE NUMBER Marian J. Fortney SS~~ 168-36-6591 05/16/2011 21-11-0645 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 1 PNC Bank, checking acct. ~~5070079095, - opened 01/01/1960 in 7,703.87 names of Boyd M. Fortney and Decedent (Boyd M. Fortney died 11/29/1995); principal balance as of D.O.D.: $7,703.7~F; interest accrued to D.O.D.: $ 0.13. 2 PNC Bank, - savings account ~~503001293, opened 01/01/]_979 in 14,746.72 Decedent's name; principal balance as of D.O.D.: $14,ir44.80; interest accrued to D.O.D.: $ 1.92. 3 1990 Buick Century automobile, - 59,000 miles; value based on 1,000.00 appraisal by Freysinger Pontiac, Buick. 4 CNI Millington Detachment, - refund of Officers' Club membership. 20.00 5 Coin collection, - value based on sale to A-Murry Coirt & Currenc 3,366.95 (08/15/2011). 6 Harper's Bazaar, - subscription refund. 7.50 7 Household goods, - contents, furniture and furnishing~o: value 12,946.50 based on public sale by Rowe's Auction Service and private sales to James Clay, Brenda Speese, Barbara Straub and Brandt L. Cook. 8 .Jewelry collection, - assorted pieces of gold and silver jewelry; 2,931.49 value based on sale to A-Murry Coin & Currency (08/15/'2011). 9 NEA Members Insurance Trust, - refund of life insurance premium. 8.20 10 :PNC Investments Account ~~3367-3024, - principal balance as of 141,795.20 ]).O.D. per letter dated 06/14/2011. 11 Silver flatware, - value based on sale to A-Murry Coirl & Currenc 1,967.40 (08/15/2011). 12 'Cravelers Insurance Co., - refund of auto insurance pY~emium. 860.00 13 Union Central Life Ins. Co., - lump-sum proceeds of Deferred 4,627.63 Annuity Policy ~~A14731981C. 14 Union Central Life Ins. Co., - lump-sum proceeds of Deferred 45,669.05 Annuity Policy ~~A6103970C. 15 Union Central Life Ins. Co., - lump-sum proceeds of Deferred 37,339.11 Annuity Policy ~~A61015162C. Total of Continuation Schedule(s) 35,489.45 TOTAL (Also enter on line Ei, Recapitulation) $ 310 , 479.07 (If more space is needed, insert additional sheets of the same si:ee) Copyright {c) 1996 farm software only CPSystems, Inc. Form REV-1506 EX (Rev. 1-97} 1 ~ Estate of: Marian J. Fortney Soc Sec ~~: 168-36-6591 Date of Death: 05/16/2011 Continuation of Schedule E (Cash, Bank Deposits & Miscellaneous Personal Property) Item Description ~~ Value at Date of Death 16 Union Central Life Ins. Co., - lump-sum proceeds of Deferred Annui~.ty Policy ~~61120625C. 17 Vanity Fair, - subscription refund. 18 W Magazine, - subscription refund. 35,467.87 18.33 3.25 -------------- 35,489.45 REV-1511 EX+(1-97} COMMONWEALTH OF P. INHERITANCE TAX SCHEDULE H FUNERAL EXPENSES 8~ ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Marian J. Fortney SS~~ 168-36-6591 05/16/2011 21-11-0645 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 Malpezzi Funeral Home, - funeral expense. 7,724.52 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney's Fees Law Offices-Marlin R. McCaleb 3. .Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant 4. 5. 6. 7. 1 2 3 4 5 6 Street Address City State Zip _ Relationship of Claimant to Decedent Probate Fees Register of Wills Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs Brett Lechthaler, - appraisal of real estate. Brenda Spease, - cleaning house (reimbursed to WBF). Brenda Speese, - cleaning house (reimbursed to WBF). Chuck Bricker, Auctioneer, - appraisal of household contents. Cumberland Law Journal, - advertising Letters. Enders Insurance Associates, - homeowner's insurance premiums. Total of Continuation Schedules TOTAL (Also enter on line f! ~n inv~c ~Na~.c is nccucu, uunn auwu~nai sneers of me same sire/ Copyright (c) 1996 form software only CPSystems, Inc. 20,000.00 432.50 300.00 195.00 65.00 200.00 75.00 736.90 5,957.85 t 35,686.77 Form REV-1511 EX (Rev. 1-97} r t Estate of: Marian J. Fortney Soc Sec ~~: 168-36-6591 Date of Death: 05/16/2011 Continuation of Schedule H-B7 (Other Administrative Costs) Item Description Amount ~~ 7 Gary L. Kitzmiller, - lawn mowing. 30.00 8 Gary L. Kitzmiller, - lawn mowing. 60.00 9 Gary L. Kitzmiller, - lawn mowing. 135.00 10 Matt Uibel, - repair bathroom floor in preparation for sale. 123.40 11 MetLife Auto & Home, - automobile insurance premiums. 351.00 12 PNC Bank, - check printing fee. 17.99 13 PNC .Bank, - check printing fee. 10.00 14 PPL :Electric Utilities, - Utility service, electric. 27,70 15 PPL :Electric Utilities, - utility service, electric. 49.14 16 Register of Wi11s, - Short Certificate. 4.00 17 Register of Wills, - filing Inventory and Appraisement. 30.00 18 Register of Wills, - reserve for filing Account, Releases, etc. 500.00 19 Rowe's Auction Service, - auctioneer's commission on public sale 4,352.77 of household contents. 20 The :Patriot-News, - advertising Letters. 164.96 21 United Water, - utility service (water). 22,42 22 United Water, - utility service, water. 14.17 23 UnitESd Water, PA, - utility service, water. 10.51 24 United Water of PA, - utility service, water. 11.00 25 Veriron, - utility service, telephone. 43.79 -------------- 5,957.85 REV-1512 EX t (1-97) SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS ESTATE OF FILE NUMBER Marian J. Fortney SS~~ 168-36-6591 05/16/2011 21-11-0645 Include unreimbursed medical expenses. fir more space Is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97) ~ 1 t REV-1513 EX +(9-VO) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE) BENEFICIARIES Marian J. Fnrtnev SSdE 1hR-4h-h591 nS/1h/~n1~ FILE NUMBER NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE I. T?)CABLE DISTRIBUTIONS [include outright spousaldistributlons,and transfers under Sec. 9116(a)(1.2)J 1 ]3rad Fortney Grandchild 28,530.25 909 Brook Forest Drive Euless, TX 76039 2 Iirent Fortney Grandchild 28,530.26 ]L528 Outerbridge Drive Allen, TX 75002 3 I3rian Fortney Grandchild 28,530.26 7.105 E. Eistetter St., Apt.3 Laredo, TX 78041 4 Robin B. Fortney Daughter-ilz-Law 114,121.02 Ei88 Polk Blvd. L)es Moines, IA 50312 5 William B. Fortney Son 228,242.03 2381 W. Apollo Rd., Apt. 102 ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON R EV 1500 COVER SHEET II. NON-TAXABLE DIS RIBUTIONS: A.:SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS McPherson Memorial Scholarship Fund (TIN: 23-1489818) 1,000.00 c,/o Mechanicsburg Presbyterian Church 300 East Simpson Street Mechanicsbu>g, PA 17055 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 (:OVER SHEET $ 1 , 000.00 v• rrrure Mace r~ neeaea, rnser[ aaa¢lonal sneers of the same size) Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. s-oo) ,~ Estate of: Marian J. Fortney Soc Sec ~~: 168-36-6591 Date of Death: 05/16/2011 Continuation of Schedule J, Part I (Taxable Bequests) Item Name and Address of Beneficiary Relationship ~~ Garland, TX 75004 6 Brenda Mahoney Grandchild 1714 Broadmoor Al1e;n, TX 75002 7 Rebecca Woods Friend 750 i~ld Lancaster Road Berwyn, PA 19312 Amount or Share of Estate 28,530.25 2,000.00 William R. Jacoby predeceased the decedent on September 09, 2010 ,~ LAST WILL AND TESTAMENT I, MARIAN J. FORTNEY, of the Borough of Mechanicsburg, County of Cumberland and Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former wills and codicils by me at any time heretofore made. FIRST. I order and direct that all my just debts and funeral expenses be ~. paid by my Co-Executors, hereinafter named, as soon as conveniently may be done after my decease. SECOND. I give and bequeath the sum of Two Thousand and No/100 ($2,000.00) Dollars unto my brother, WILLIAM R. JAGOBY, of San Antonio, Texas, absolutely, if he survives me, in gratitude for the special care and assistance that he provided to me when I needed it. THIRD. I give and bequeath the sum of Two Thousand and No/100 ($2,000.00) Dollars unto my good friend, REBECCA WOODS, of Boynton Beach., Florida, absolutely, if she survives me. FOURTH. I give and bequeath the sum of One Thousand and No/100 ($1,000.00) Dollars unto the McPHERSON MEMORIAL SCHOLARSHIP FUND of the Mechanicsburg Presbyterian Church, absolutely, far use in the general fund. ',FIFTH. I give, devise and bequeath all the rest, residue and remainder of my esiaate, real, personal and mixed, whatsoever and wheresoever situate, as LAW OFFICES II MARLIN R. McCALIB follOWS. .~ A. I give and bequeath an amount equal to one-half (1/2) of my said estate unto my son, WILLIAM B. FORTNEY, of Garland, Texas, absolutely and in fee simple, if he survives me. Provided, however, that if my son shall predecease me leaving lawful issue to _survive me, then the share provided herein for him shall be paid over and distributed unto his said lawful issue per stirpes, said issue to take the ancestor's share by representation and not per capita; B. I give and bequeath an amount equal to one-fourth (1/4) of my said estate unto ROBIN B. FORTNEY, of Des Moines, Iowa, widow of my late son, JAMES A. FORTNEY, absolutely and in fee simple, if she survives me. If she does not survive me, then this bequest shall lapse and an amount equal to two-thirds (2/3) of said bequest shall be distributed under the terms and conditions of Sub-paragraph A., above; and an amount equal to one-third (1/3) of said bequest shall be distributed under the terms and conditions of Sub-paragraph C., below. C. I give and bequeath an amount equal to one-fourth (114) of my said estate in equal shares unto my grandchildren, namely: BRIAN FORTNEY, BRENT FORTNEY, BRAD FORTNEY and BRENDA MAHONEY, share and share alike, absolutely and in fee simple. Provided, however, that if any of my grandchildren shall predecease me leaving lawful issue to survive me, then the share provided herein for' such grandchild shall be paid LAW OFFICES II MARLIN R. McCALEB -2- ~ 1 l over and distributed unto his or her said lawful issue per stirpes, said issue to take the ancestor's share by representation and not per capita. LASTLY. I nominate, constitute and appoint my son, WILLIAM B. lAW OFFICES MARLIN R. McCALE6 FORTNEY, my former daughter-in-law, ROBIN B. FORTNEY, and my great- nephew, BRANDY C. COOK, Co-Executors under this, my Last Will and Testament, all to serve without bond in this or any other jurisdiction. If any of them shall fail to qualify as such Co-Executor or cease so to serve, it shall not be necessary to appoint a substitute Co-Executor to serve in his or her place, but in such event my remaining Co-Executors (or Executor, as the case may be) shall serve with full power and authority under this, my Last Will and Testament. IN WITNESS WHEREOF, I, MARIAN J. FORTNEY, have hereunto set my hand and seal to this, my Last Will and Testament whirh consists of three (3) typewritten pages to each of which I have affixed my signature this 3 j day of _ ~~~~~~, , A.D., Two Thousand Seven (2007). (SEAL) The preceding instrument, consisting of this and two (2) other typewritten pages, each identified by the signature of the Testatrix, was on the date thereof signed, sealed, published and declared by MARIAN J. F=ORTNEY, the Testatrix therein ..named, as and for her Last Will and Testament, in the presence of us, who, at'this request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto. ~~ i ~ -3- .. i ~ ~ APPRAISAL OF REAL PROPERTY LOCATED AT: 306 E Main St Deed Book 17F Page 113 Medrarricsburg, PA 17055.6$17 FOR: Estate of Marian J FoMey do Meru McCaleb, 219 E. Main Sl, Medrenicsbrwg, PA AS OF: os/1s~2o11 BY: Appraisal SoN#iorrs Brett L.ediheier, PA Certlfled General gppraisar 16 San Juan Drive Mecherrksburg, PA 17055 Form GAB - "WkiTOTAL' appraisal software by a la mode, hic. -1-80~ALNYpDE "Schedule A.1" June 21 2011 Appraisal Solutions 16 San Juan Drive Mechanicsburg, PA 17055 Phone: 717-697-1828 Fax :717-697-0220 Dear Sirs: The accompanying summary appraisal report is based on a site inspection of improvements, investigation of the subject neighborhood area of influence, and review of sales, cost, and income data for similar properties. This appraisal has been made with particular attention paid to applicable value-influencing economic conditions and has been processed in accordance with nati~bnally recognized appraisal guidelines. The value conclusions stated herein are as of the effective date as stated in the body of the appraisal, and contingent upon the certification and limiting conditions attached. Please do not hesitate to contact me if I can be of additional service to you. Respectfully, Brett Lechthaler, PA State Certified General Appraiser Form DCVR -'1MmT0TAL• appraisal softwware by a la mode, inc. -1-800-ALAMODE .~ SUMMARY OF SALIENT FEATURES Subjxt Adtkess 306 E Mein St Ltpal Description Deed Book 17F Page 113 City' MechanM;sburg CduMy Cwnberland Sbte PA Dp Cede 17055517 Census Tract 0114.00 MSP fidarence Metro: 2846/11-7 She Price = NA Dad of Sale NA Borrower/Ciwd NA Lelldar Estate of Marian J Fortr~ey 5t4e (Square Feet) 2,952 PACs Per Square Foot S LOeation Average Ape 155 Years ColdBion Average ToplBoems 12 BeAioona 5 Bans 2 Appraleer Bnett LecMhaler, PA State Geri Gen Appr Date ~ Appraised Value 05/16!2011 Find Estimate of Value S 165,000 Farm SSD - WmTOfAL• appraisal software by a la mode, inc. -1-800-AUIMODE ~ k Appraisal Sdudons p17)G97-1828 F Uniform Residential Appraisal Report tees 1~-Fom,ev iM ~ Yis is to Yw laderltiad with an and of Yre market value of the ' Address E AAah St Mocha Slate PA Code 17055517 Beneala NA Owner of Pudic Barad F Bo M 8 Marian J Cumberland Book 17F P 113 Aesassors Parcel f 723-0565-239 Taa Year 2011 R.E. Tams; 3 814.76 Name Born Refaarce Metro: 2646M-7 Ceres Tract 0114.00 Owner Tamd Vacat S Asseasrraes S None PUD HOA; NA montlr Fee leasefnld OYra desaibe T Purtdrase Trarsadan ReBnaax TrarsacBon OBwr descMe Market Value Leader h the data s of Mariam J F Adders Mo MarBn hlcCaleb 219 E. Main St MedraNcsb PA affdad fa sab a has t been oYaed fa sale h Yw twelve rrrorels to the eYecYve dah of Yes sal? Yes No ~ sand Per the brat MLS the 'ect has not bean Bated wrYtrirr the st 12 motdts. I ^ did ^ did not areym the retract fa sale fa the suWxt purdase barsacBOn. Explah the resrlts d the arraysis of the airihact for sak a why the apaysis was not NIA Contract Price; NA Dace of Gordract NA B Yw seller tlw owner of bic recad7 Ya No Data s NA N Yore any ttreradal B Yes Yee total poan charges, sale concessions, pit or dowr~ayrrwrd assistance, etc.) to be paid by arty party on hehaB of the baroweft ^ Yes ^ No angra6 and descrhe the tats b be NA NoY: Rape ertd We wr _., M,~a.. ..' . ~. LOCalbrr lYbm a4 the re not feetors. ~IIfACMlbfks ` ~ .. ~ OIII;~IIIN' .. ~1Mida , ~ -;:; ikM-IMIIFHOntI -i:P.l'laenti7ilq.Uee'ji*,';: Subaben Baal Pro Vakws Stable PRICE AGE Orredkrit 84 % Over 75%' 2~r79% l1Mer 25% SMda h Balance Over S ; ns 2.4 Udt 7 % firoerYr Stable Slow Tuna Urda 3 mtls 3.6 mYs Ova 6 mites 55 Low 15 ttkiG 2 % The hlxxfaod bourderies are the h of Medrerrics Cumberland 4001 100+ Conarradel 6 % 130-70 Prat. 705 OBrer 1 % S 'act has arxess to ell rrecesse far~iBes krcl schools rks bra and houses of ' . Em ant is and is vviUrkr a 15-30 mkwte drive. Uadwt CadYias 4.50% 60 6.50% fa the above cendusias frrWs are read available from a va ' of sources w8h corrveMbnal bans be' fond 30 a to 3 Otrtlawhrs 3B z 160 36 x 160 Ara 0.13 acre S Rena ular thew Avere e O-T Old Towne District tb desahe h Yw acct best Use of as a as ands Yre use? Yes No Y Ne desaYie ILYMe Petrae Ideeerbel Pabte ltha(deea6e) lYF-ate Prartc Pdwte Wala Street Macadam Gas FaIA Hood Sewer R~r Area Yes No R3AA Rood 2oce X FEIeA S 42041 C0259E FE61A Dave 3/16/2009 Are Yw ulYixs and elf Are there adverse Standard for tlw marled area? Ya No B No desrnbe cardWors a edema) faAas . encreardarrads, errvtrararradal cenduors, lard uses, eh. ? Yes No B Yes descdbe for hone etc. Ttrere are ra ether krrown a reM adverse easemerds enaoachmeMS a cordilions noted. A tale search has been corm and h catsldered outside the of Dris . ' ~ ' ' tiaeMdl ; UrrMs One One INrt FownYatlo®; "- - Console Slab (xarrl S ce Etdari0r: mtleFia~/oondWOh' fardaYon Wals SWrraJA tetlrlor . m+let7ek/optbltlbn :. Boas Wd C A # of Stories 2 T Dot AtL S-DetJ6rd IhYt Ful Basenrat Partlal Basenrad Basentwrt Aroa 748 s .1L Ededa Wags Brick TBelA Roof Surface RubberMewr Wets Plaster PaneUA TrhVF7nisir W aod1A Under 2 ao Basatat Faislr 0 % Outside /Fait Gdbrs fi: Caaly trrumlA Wtrtdow T Wd Hu A Batlt Roe Ca A Bath WatrsCOl Ceram PaneVA Year Bri 1 B Evidence d trdesladon Stomr SashNsr~aled YeslA Ca None E1IeCYe'E rs 25'Years SeWarwre Stxeens Yes/A # of Cars 1+ Atic None RNA MNBB RadFad AnwNYes s #r Surface Concrete Stair Stairs Otlra Steen Fuel q s ~ 1 Farce # of Cars 2 floor Sgdtle Central Afr CordNod PatlgrDeclr Rear Poch ~ of Cars Rristwd Heated kdhridual OBra Pool Otlra AIL Oel. BuRan Fiislwd area above Distrwasher Mkxoweive Washy Otlra desahe conlahs: 12 Roars 5 Be~ooms 2 Baths 2 952 rare fe Fan et of Gress Livkg Area Above Grade AddBoral teatrees d8rdent twts. aDC.. T for bortaod. Desabe Yw Carddon Yte needed deteriaaYm rarovalbrts remodein etc.. The eel is M eve condlBorr. The tnrcoion ie for in Carr orison to oom .Based on maintenenoe condlBon and corm to oom s the~estimated is bebw the arArral a trot der reaalion is due to No ecoramb car furdiarel obsolescence noted. Are there there were no a adverse cmdidas Ywt altos Yw soadcess a strraAwal of Yre ? Yes Na B Yes desaibe rued car rated deficierxties or adverse cond8lons that would affect the soundness or structural ' of the ro Does the The conform to Yw orhood a corrdBOn use conshuc8an etc. ? Yes No B No, desaibe s eo the sumoundi trbortrood. Fredde Mac Form 701'Aarch 2005 Page 1 of 6 Fannie Mae Fam 1004 March 2005 tam 1004 -'NfaTOTAI' appreisai software by a h mode. inc. -1-800-ALAMODE i R ~ Uniform Residential Appraisal Report FieY „-Forh,e„ There are NA There are NA ofterod to sale b ure sales b are hbodasd wihb the twelve mon b from ; NA ro S NA nre b sale from NA to MAA FEAl1JRE SUBJECT COMPARABLE SALE # 1 COMPARABLE SALE # 2 COMPARABLE SALE # 3 Address 30B E M~ia St PA 17055.6517 214 W Maih St Mocha PA 50 W Aierh St Mechan PA 419 S Frederick St MAekiaerhkabu PA to 0.56 mess W 0.41 miles W 0.52 mess SW Slb Price ; ; 150 000 ; 155 00f)~ ; 205 000 Sob PdcgtGross Liv. qr~ S .ft ; 70.89 ; 66.30 R ; 8727 s .ft flab Saece s Service MtNi- Serv ice Service Vafileyial s " Courthouse Records CouAhouse Rec ords Records VAUIE DESCRIPTI~t DESCRIPTION + - ; Ad' DESCRIPTION + - S Ad' DESCRlP110N + - ; Ad Saks a Fsrencing Canassions ' Corhventional Costs -5 000 Cash None R Corrverh8onal None Date of 5/11 25 DOM 8/10 19 DOM 1/10 8 DOM LOCafiOn A Ave Ave riot -10000 S Fee Sin Fee Sin Fee Sin Fee Sim Sfie 0.13 acre 024 acre 0.13 acre 0.32 acre View A A Ave A 2 2 2 2 Of Canstrarctrorr Bridle AsbTie ANmihum +5 000 Ahminum +5 000 Asbestos Tie +5 000 Achry 155 Years 111 Years 111 Years 111 Years Corldibrr A Above Avers -5 000 Above Avers -5 000 Goad -10000 ADove Grade Tnhl Bans. 8dlus LtG Bufrrrus. Baeus Tebl Barns. Balls Trial Brims. Baths Rowe Croat 12 5 2 8 3 1.5 +1 000 9 4 2.5 -2 000 8 4 1.5 +1 000 Gloss Area 2 952 s .ft 116 s JL +12 540 2338 ft +9 210 2 349 s .ft +9 045 Basemey d Firislred ROOn6 BBbw Glade 748 Sq.Ft Unfinished Equivalent Urdstished Equivalent Urtfauisthed Equivabrd UrhFirhistued FlelrJiorry A Ave A e A SteamMone HtVUtrMone HtWtrMone SteamlNone tJlirtert gars A ual E ual I 2 Car 2 Car On Street +8 000 2CG~ 2Ca ~ 000 - PordVPatigrDeck Pordres Porches Porches OBrer Fire None +1 500 Norse +1 500 Fire Net + - S 10040 + - ; 16 710 + - S -8 955 AdJrrsbd Sub Price of _ _ ~ Net Adj. 6.7 % Gross Ad . 20.0 % S 180 040 Net Adj. 10.8 % Gross '. 19.8 % ; 171 710 Net Adj. 4.4 % GLASS Ad . 19A % S 196 045 1 rid rid research t-re sale a transfer of Bee aM sobs. fi rpt, nsearch did Data Sraece s researrJl did ' Dria s the resrrts of REM rib trot reseal scabs w transfers of th orb fa the three ' r to the efieceve dab o(Bts sisal. Records rid not renal sale w transfers o(the a sales for the to the date of sub of th ce e sale. Records . resarch and B of are sub or trarsler of the acrd ce b subs additiony sales on 3 . SUBJECT COMPARABLE SALE #1 COMPARABLE SALE #2 COMPARABLE SALE d`3 Dab of Pda S Norse Norse Norse 05/122009 Price of Prbr SakdT NA NA NA 1.00 Dab s CH Recods Courthouse Records Coua9nouse Records Cartlrwrse Records 9ecWe Dye d Dye d sale the k:orrh ble s 06/20/2011 08/20/2011 06/20/2011 06!20/2011 transfer Of rle and subs The s 'ec has rat transferred vaWhirh three ors. 08her sales of ocaared more than one eakoe Sales 3 and 4 as ruMed. d Sales C ' on Ch See oommeMs vender additional com cables a 4-5. YrdiCated Value irdleebd Yelue Due to She ladle of on tda = 185 000 ; 1 SS 000 Cost (N i Irrtpme (N S data the Income roach is not a .Greatest M is iven to the Sales Com rison roach as h reflects Sae scans b and solvers b are marks TNs a~pprafsal is m~e ®'as is', ^ srtr~ct to conpletion fret plans and spertficyons on the basis of a Irypatlrefiral t~rrdrBwr ihy the improrarrenis have bean complebd, ^ s fA the !plowing repyrs a altera8ahs wa dre basis of a hypoire9cal condyon that Bee repass w alteretiorre lahre taeai completed, a ^ subject to ere leas based on the BhNaadi 'on 11M the cerrdition or does rrM r rtre allere8on w .See Statement ~ Limltin Condiions and DeNd on a can catdlfiona, and ; 185 000 seat's CertiTika3hfion. as of Date of Death. vbael d Ore Mbdor and eabrbr tea of the subjed properly, defined rope of wprk, >~taternent of essrrrap8ars end BmiBng s , my (our) opidotr d the merlaei wdrre, et deBraed~ ~ of are rwi properly fleet Is the subJeW of lhk repel Is of 05/16!2011 edddr b the dote of and the etlectlve dye of lhk Freddie Mac Form 701 March 2005 Page 2 of 6 Fannie M~ Form 1004 March 2005 Fonrr 1004 -'NAnTOTAL• appraisal software by a b moub, inc. -1-BO(FALAMDDE ~ A • ~ Uniform Residential Aaaraisal Resort FeaX,,.Fnra,ev of fhe of W ork The k irderrded ro'desabe the erderd of the of cordrm and data.' m order ro oreoare an a the sub'ed the s were knnolued: The siN were the a leer. The ma ~kiered the varlets bcel economic indicators wbh ro I hrr don the s she. The stre and weaknesses of the rreral ecorgm ware as the affect the value of the Atl relevard fads ro the ed were coleded and verged induct but not limbed ro rAlibes lend and buklina area, restrictions errcrentxanoes erwionmerdal factors and other hems of a shnier rrahwe deemed a icable~ Nlo brad available. The bu8di re was derived from actual measurement in order ro determine trere A and use a was oom The Sales the 'ed and krcome dues ro value were oorrsidered and ttre Sales Com rison oh was used m the va4ration ct Data was tiffs from various sorrces. Phis information fs trelieved ro be reliable and verifica' n d sales data irrdrrded reierne on deed records andlor cmrfirmations. Thee raiser has no reason ro s inaccuredes m a irdortnation rovkled and the nd condusiorrs are based on the reCab d lids irtonnation. The a fear is'not an ti mbdew lead bane trrt nor aabeatoa, a the clierd has a corrce than 1 rewrnrrrerrd the rd trontad an a h the aMroronerdal andfor home s . ban estimated a sales was inducted ether an the a form or from a keroNed in the transaction the value no kdkrence on m tip est4nate of value. v - ,. <•, _" '` y raC~fAP,PN0AENO1~~lALUE,aot" "~F~iNltelYe P-oride to lire bMa/dad to the bebw tint and caladabms. for the d site vain of hnd sales a o8ra methods to she value NA ESf W1T® ON R~LACIl~fflli COST NEW ANON ~ SfIE VALUE =S Source d cost dais DINELLMG 952 .R i =i from serrate tllecYve date of cost data 748 .R - Canararrts on Cost area calcrlatiora, , eN. - =i The vri resat in an erxelent estimate of value Y 452 .R i =5 the is or new and bra M reflect the and beat ' of the of the lard. However when hems of I and mret be estimated an area d erd k irrvolred wtrich ro error. The Coin ch waa not util~sd due to ieal and at'fsetlve Total Eshrrate of Cost-New - =i Less Fvrc8oral Erdaral - Cost d - =i •As-is' vabe of SNe l ----- =s Estrrrmed Lbe and VA 35 Yeas ~ICATfD YALIIE 8Y COBT APPROACH .__ _ __ __ ---- °~..- 1iC0116/tPP.xoACN7o~VALU El~re9~kedbi'~M) Esimaled Red i NA X 9oss Had PIA = S hdkeled Value b hrcarre aoach d krcorrre for maket red and GRYI .: - 1rltOyBCTtNf,OR11A't1ON t~R•PflD~ (If Is bra m ronOrol of the Fbnteorwers' Assariatlar ? Yes No Unit s Detarired Attadred Ronde trB for PUDs ONLY b the lbrrYder Is fn codrd d the HOA and tle b an attxtted dwetin mb. Name of Toll nnd>er of Total nnrba d ails Total reinter d alts sad Trial hurter d uis Total amber d arils for sat Gala so s Was the the carwasion d s Yrb a PUD? Yes No b Yes date of rbmasiar. Dom the urds? Yas No Data Souce Are the arts, canarron ekrrrais aM tecrmtiar faciitim ? Ym No H No, describe the stews d Are the corrurrur leased to a the Haneowners' Assar~on? Ym No b Ym dmcdbe 8re rectal tams arhl rk;. Demme common and raxeatonal farii6m. Freddie Mac Forth 7d Man;h 2005 Page 3 of 6 Farmie Mae Forth 1004 March 2005 Fain 1004 - WnTOTAI' appraisal soRware by a b mode, ire. -1-800-ALAMODE ~ * a ~ Uniform Residential This report form is designed to report an appraisal of a one-unft property ar a one-unit property with an accessory unit including a unit) in a planned untt development (PUD). This report form is not designed to report an appraisal of a manufactured home or a untt in a condominium or cooperative project This appraisal rBport is subject to the following scope of work, intended use, intended user, definition of market value, statement of as~umptlons and Iimitlng condttlons, and certifications. Modttications, addttians, or deletions to the intended use, intended user, definition of market value, or assumptions and limiting condtions are not permitted. The appraiser may expand the scope of work to include any additiona- research or analysis necessary based on the complexity of this appraisal assignmert. Mo~iflcations or deletions to the certificatlons are also not permitted. However, addttional cerflflcatlons that do not constitute ~atertal atteretlons to this appraisal report, such as those required by law or those related to the appraiser's cominuing educ on or .membership in an appraisal organization, are permitted. SCOPE OF WOFRK: The scope of work for this appraisal is defined by the complexity of this appraisal assignment and the reporting requi~merts or this appraisal report form, including the following definition of market value, statement of assumptlons an limtting condttions, and certlflcatlons. The appraiser must, at a minimum: (1) pertorm a complete visual inspection of th interior and exterior areas of the subject property, (2) inspect the neighborhood, (3) inspect each of the comparable saps from at least the street, (4) research, verify, and analyze data from reliable public and/or private sources, and (5) report his or her anatysis, opinions, and conclusions in this appraisal repoR INTENDED USEt The intended use of this appraisal report is for the lender/client to evaluate the property that is the subject of this appraisal for a mortgage finance transaction. INTENDED USER: The intended user of this appraisal report is the lender/client DEFINITION OF NIAARKET VALUE: The most probable price which a property should bring in a competitlve 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 acted by undue stimulus. Implicit in this definition is the consummatlon of a sale as of a specified date and the passing of from seller to buyer under conditions whereby: (i) buyer and seller are typically motivated; (2) both parties are well Infomred or well advised, and each actlng in what he or she considers his or her own best interest: (3) a reasonable Tlme pis allowed for exposure in the open market; (4) payment is made in terms of cash in U. S. dollars or in terms of financial arra~rgemerts comparable thereto; and (5) the price represerrts the normal consideration for the property sold unaffected by special or creative financing or sales concessions* granted by arryone associated with the sale. *Adjustmerts to the comparables must be made for special or creative finandng or sales concessions. No adjusbnerrts are necessary for thbse costs which are normally paid by sellers as a result of tradttlon ar law in a market area; these costs are readily identifiable since the seller pays these costs in virtualty all sales transactions. Special or creative financing adjustmerts can' be made to the comparable property by comparisons to financing terms offered by a third party instttutional lender that is nqk already involved in the property or transaction. Arty adjustment should not be calculated on a mechanical dolar for dollar ost of the financing or concession but the dollar amount of any adjustment should approximate the markets reactlon to the ~nancing or concessions based on the appraiser's judgment STATEMENT OF ASSUMPTIONS AND LIMfTIN~ CONDITIONS: The appraiser's certification in this report is subject to the following assumptions and limiting condttions: 1. The appraisert wpl not be responsible for matters of a legal nature that affect either the property being appraised or the tltle to iC except for ~;infortnation that he or she became aware of during the research involved in perforning this appraisal. The appraiser assumbs that the title is good and marketable and will not render any opinions about the title. 2. The appraiser has provided a sketch in this appraisal report to show the appro~dmate dimensions of the Improvements. The sketch is inlcluded onty to assist the reader in visualizing the property and understanding the appraiser's determination or its size. 3. The appraiset has examined the available flood maps that are provided by the Federal Emergency Management Agency (or other data souroes) and has noted in this appraisal report whether any portion of the subject site is located in an idettffied Special, Rood 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 arangemerts to do so have been made beforehand, or as otherwise required by law. 5. The appraiser) has noted in this appraisal report any adverse condttions (such as needed repairs, deterioration, the presence of ous wastes, toxic substances, etc.) observed during the inspection of the subject property or that he or she became aw re of during the research irnohred in pertortning the appraisal. Unless otherwise stated in this appraisal report, the ser has no Imowiedge of any hidden ar unapparent physical deficiencies or adverse conditions of the property (such but not limited to, needed repairs, deterioration, the presence of hazardous wastes, toxic substances, adverse environ ntal conditions, etc.) that would make the property less valuable, and has assumed that there are no such conditions and rtlakes no guarantees or waranties, express or implied. The appraiser will not be responsible for any such conditions that drparexist or for any engineering or testing that might be required to discover whether such conditions exist. Because the app ser is not an expert in the field of env(ronr~rrtal hazards, this appraisal report must not be considered as an environmental! assessmerrt of the property. 6. The appraisers has based his or her appraisal report and valuatlon conclusion for an appraisal that is subject to satisfactory completion, repairs, or alterations on the assumption that the completion, repairs, or alterations of the subject property w10 be pertorned in a professional manner. Freddie Mac Form 70 IIAAarch 2005 Page 4 OI 6 Fannie Mae Form 11X14 March 2005 Fenn 10114 - WmTOTAL' appraisal software try a la mode, inc. -1-800-ALAMODE A ~ Uniform Residential Appraisal Report ~x 11-Fo APPRAISER'S CERTIRCATION: The Appraiser certifies and agrees that: 1. I have, at a `ninimum, developed and reported this appraisal in accordance with the scope of work requirements stated in this appraisal r$port. 2. I performed a complete visual inspectom of the interior and exterior areas of the subject property. 1 reported the condition of the improvements in factual, specific terms. I identified and reported the physical deficiencies that could affect the livabtitty, soundness, or swcturei integrity of the property. 3. I performed this appraisal in accordance with the requirements of the Uniform Standards of Professional Appraisal Practice that wrlre adopted and promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were in place at the time this appraisal report was prepared. 4. I developed my opinion of the market value of the real property that is the subject of this report based on the sales comparison approach to value. I have adequate comparable market data to develop a reliable sales comparson approach for this appraisal assignment. I further certiry that I considered the cost and income approaches to value but did not develop them, unless otiherwise indicated in this report 5. I researched, verified, analyzed, and reported on any current agreement for sale for the subject. property, arty offering for sale of the subjtlct property in the twelve months prior to the effective date of this appraisal, and the prior sales of the subject property for a minimum of three years prior to the effective date of this appraisal, unless otherwise indicated in this report. 6. I researched, verified, analyzed, and reported on the prior sales of the comparable sales for a minimum of one year prior to the date of sale of the comparable sale, unless otherwise indicated in this report. 7. I selected and used comparable sales that are locationally, physically, and functionally the most similar to the subject property. 8. I have not us$d comparable sales that were the result of combining a land sale with the contract purchase price of a home that has been built orwiil be built on the land. 9. 1 have report$d adjustments to the comparable sales that reflect the market's reaction to the differences between the subject property and thfy comparable sales. 10. I verified, from a disinterested source, all intortnatian in this report that was provided by parties who have a financial interest in the sale or fman~ing of the subject property. 11. I have knowledge and expertence in appraising this type of property in this market area. 12. I am aware of, and have access to, the necessary and appropriate public and private data souroes, such as multiple listing services, tax assCssment records, public land records and other such data sources for the area in which the property is located. 13. I obtained the intomration, estimates, and opinions famished by other parties and expressed in this appraisal report from reliable sources !that I believe to be true and correct 14. I have taken irrto consideration the factors that have an impact on value with respect to the subject neighbofiood, subject prcffrerty, and the proximity of the subject property to adverse influences in the development of my opinion of market value. I have noted in this appraisal report any adverse conditions (such as, but not limited to, needed repairs, deterioration, the presence of hazajrdous wastes, to>ac substances, adverse ernironmental conditions, etc.) observed during the inspection of the subject property pr that I became aware of during the research involved in pertorning this appraisal. I have considered these i adverse condrtior~ in my analysis of the property value, and have reported on the effect of the conditions on the value and marketabgity of the subject property. 15. I have no[ Imowingy withheld any significant intormatlon from this appraisal report and, to the best of my knowledge, all statements and ihfornation in this appraisal report are true and correct 16. I stated in tHis appraisal report my own personal, unbiased, and professional analysis, opinions, and conclusions, which are subject only tb the assumptions and limtting conditions in this appraisal report 17. I have no prrjsent or prospective irrterest in the property that Is the subject of this report, and I have no present or prospective persa~nal interest or bias with respect to the participants in the transaction. I did not base, either parlia0y or comple[ey, my ahalysis and/or opinion of market value in this appraisal report on the race, color, rekgion, sex, age, marital status, handicap, (familial status, or national origin of either the prospectlve owners or occupants of the subject property or of the present owners or occupants of the properties in the vicinity of the sub~ct property or on any other basis prohibited by law. 18. My employmjent and/or compensation for pertomring this appraisal or any future or anticipated appraisals was not conditioned an y agreement or understanding, written or otherwise, that I would report (or present analysis supporfing) a predetermined s iflc value, a predetermined minimum value, a range or direction in value, a value that favors the cause of any parry, or the',attainment of a specific result or occurrence of a specific subsequent event (such as approval of a pending mortgage loan application). 19. I personalty prepared all conclusions and opinions about the real estate that were set forth in this appraisal report. If I relied on significant real property appraisal assistance from any individual or individuals in the performance of this appraisal or the preparafiory of this appraisal report, I have named such individual(s) and disclosed the specific tasks performed in this appraisal report. II certify that any individual so named is qual~ed to perform the tasks. I have not authorized anyone to make a change to any gem in this appraisal report; therefore, any change made to this appraisal is unauthorized and I will take no responsibility for Ih 20. I identfied th~ lender/client in this appraisal report who is the individual, organization, or agent for the organization that ordered and will re eive this appraisal report Freddie Mac Fann 70 A4arch 2005 Page 5 Of 6 FanrNe Mae Form 1004 March 2005 Faro 1004 -'NOrrTOTAL' a~raisal software by a la mwde, inc. -1-800-ALAMODE ~ A • Uniform Residential 21. The lender/client may disclose or distribute this appraisal report to: the borrower, another lender at the request of the borrower, the mortgagee or its successors and assigns; mortgage insurers; government sponsored enterpdses; other secondary madd~c@tt partlcipartts; daTa collection or reporting services; professional appraisal organizations; any department, agency, or instrtimentagty of the Unfted States; and arty state, the District of Columbia, or other judsdicUons; without having to obtain the appraiser's or supervisory appraiser's (ff applicable) consent Such consent must be obtained before this appraisal report may be disclosed or distributed to arty other party (including, but not limited to, the public through advertising, public relations, news, sales, or outer media). 22. i am aware at any disclosure or distribution of this appraisal report by me or the lender/client may be subject to certain laws and regu ns. Further, I am also subject to the provisions of the Uniform Standards of Professional Appraisal Practice that pertain to di closure or distribution by me. 23. The borrowed, another lender at the request of the borrower, The mortgagee or its successors and assigns, mortgage insurers, govemr~rent sponsored enterprises, and other secondary maritet participants may rely on this appraisal report as part of any mortgage finance transaction that involves any one or more of these parties. 24. If this appraisal report was transmitted as an °electronic record" containing my "electronic signature,' as those terms are defined in applicable federal and/or state laws (excluding audio and video recbrdings), or a facsimile transmission of this appraisal report Containing a copy or representation of my signature, the appraisal report shall be as effective, entarceable and valid as ff a paper version of this appraisal report were delivered containing my original hand written signature. 25. Any intentional or negligent misrepresentation(s) contained in this appraisal report may resurt in civil liability and/or criminal penalties including, but not limited to, fine or Imprisonment or both under the provisions of Title 18, United States Code, Section tU01, et seq., or similar state laws. SUPERVISORY APPRAISER'S CERTIFlCATiON: The Supervisory Appraiser certifies and agrees that: 1. I directty supervised the appraiser for this appraisal assignment, have read the appraisal report, and agree with the appraiser's analysis, opinions, statements, conclusions, and the appraiser's certification. 2. I accept full re~ponsib0ity for the corrtents of this appraisal report including, but not limited to, the appraiser's analysis, opinions, statements, conclusions, and the appraiser's certification. 3. The appraiser Identlfied in this appraisal report is effher a sttb-contractor or an employee of the supervisory appraiser (or the appraisal firm), is' qualffied to perform this appraisal, and is acceptable to pertorm this appraisal under the applicable state law. 4. This appraisal report complies with ttte Unfform Standards of Professional Appraisal Practice that were adopted and promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were in place at the time this appraisal report was prepared. 5. tf this appraisal report was transmitted as an "electronic record' containing my `electronic signature,' as those terms are defined in applicable federal and/or state laws (excluding audio and video recordings), or a facsimile transmission of this appraisal report c nrng a copy or representafion of my signature, the appraisal report shall be as effectve, enforceable and valid as ff a pap r version of this appraisal report were delivered containing mY original hand written signature. APPRAISER Signa4r~d71"~~ Name 6rett State Cart Gen Aoor Company Name A~praieal Sokrtiorrs Company Address _1.6 San Juan !hive. Medrarrrsburg. PA 17055 Telephone Number 7n-ss7-tti2e Email Address Wec~htFtalerd?rcomcast.net Date of Signature anp Report 06!2112011 Effective Date of Appreisal 05/18/2011 State Certification #' GA003594 or State License # or Other (describe) State # State PA Expiration Date of Cehtification or License 06/30/2011 ADDRESS OF PROPERTY APPRAISED 306 E Main St Med>an~bum. PA 1y055~8517 APPRAISED VALUE bF SUBJECT PROPERTY $ 185.000 LENDER/CLIENT Name Company Name E of Marian J Fortnev Company Address do Marlin McCaleb. 219 E. Main St. Mechanicsburg. PA Email Address _ ^ Did not inspect subject property ^ Did inspect ex[edor of subject property from street Date of Inspection ^ Did inspect interior and exterior of subject property Date of Inspection COMPARABLE SALES ^ Did not inspect exterior of comparable sales from street ^ Did inspect exterior of comparable sales from street Date of Inspection R!eddie Mac Form 70 Mauch 2005 SUPERVISORY APPRAISER (ONLY NF REQUIRED) Signature Name Company Nante Company Address Telephone Number _ Email Address _ Date of Signature State Certification # _ or State License # _ State Exptration Date of Certffication or License SUBJECT PROPERTY Page 6 of 6 Fannie Mae Form 1004 March 2005 Point !004 -'WmTOTAI' appraisal software by a b mode, irc. -1-800-ALAMOOE ~ A ~ ~ Uniform Residential A sisal Re FEATIIIE SU&t~T COMPARABLE SALE #4 COMPARABLE' 308 E MainI St 423 W Main St 110 E Cooper St G'~..hvi.~5...... ow wore cr.-~ L. ..~_ b -__ __.. ._.~._...~..-- ... 0.75 miss SW .•.o.w w.nwuu rn 0.33 miss S ~b ~ Sib Uv. ~ S NA = JL S 219900 = 86.85 1t Service S 219 900 91.70 JL Mull- Service E s .ft Yerlicalm s Courthouse Retards CorarOrouse Records VALUE ADJUSii1B~(fS Saba «Faqurdrg COII~OnS DESCRIPTION DESCRB'RON CarweMiorml None + - i Ad'ustrnad DESCRP110N VA Costs + - S Ad -4 000 DESCRIPTION + - S Ad ~ ~ 4111 575 DOM 9M 0 197 DOM L~ A Ave -10 000 S - Fee Sim Fee In le F San ~ 0.13 acre 0.16 acre 0,22 acre 4bw A q A 2 2 /S -15 000 2 ~ ConsbwAion A4hal Brtdc Tie 155 Years Freme 108 Years +5 000 Alwninum Bride gg Y~ +5 000 COrdWan A Good -10 0 Ve Good -15000 Above lr'rade Total lltrmt Baas Tad Bdnrs. BAIe Taal Bdtrs. lgtlis 'fad Bdnrs Batla dam Corot 12 5 2 B 3 2 10 5 2.5 -2 000 t~ ~ 2 952 ft 2532 .1t +g 300 2398 .R +8 310 R 81SenI01t 6 FatSllad Roams Bebw bade 748 Sq.Ft UnfntsFoed Equivalent Urirdshed Equivalent Den -1 000 . Ra1CdOrW A A Avere StearnlPbroe FWAMone HIWtdCA •4 000 t311dentlaros A E ual Windows -3 00 2 Car Gera 1 Car Gare +d 0 2 Car Ga Pordres Porches pow Ober None +1 500 2 F -1 500 ~ Adjusted Sab Price of the tams of the nd of tte + - Net Adj. 3.7 % Goss Ad . 19J1 % sale «transter S -8 2 S 211 700 d the su + - Net Adj. 124 % Gross ~. 24.5 % sad S -27 190 S 192 710 sales adddi + Nd Adj. % Gross Ad . % mni sores on S ROt Dab of Pri« SttaRtansia~ SUBJECT None COMPARABLE SALE # 4 4128/2010 CO None MPARABLE SALE # 5 COMPARA BLE SALE # 6 Price of Prior SaltVf NA 1.00 NA Dale s CH ReooMs CH Records CH Records Eibttfae Date of Dale S 08120!2011 06/20/2011 11 of sale « aster ' of the and ce cabs See cornmerts under tom ble sales 1-3 a search of available market data the five dosed sales d ere considered to be the best indicators of value. AI sales are located in s bnmediate market area and m .Sales that exceeded a sbc month transfer 'act's a I were utlimed due b miNma market dra and be considered the best irdicat«s of value. 'ustrnerMs were to refiart adlans d Mr tom to the act Sales 3 and 5 bcation lase traveled resk>entlel roads. Sale 4 n due to er~dti~ural detaL sales usted for arcs extensive s~derior brk:k. Ai sales are considered in HI sales va ' of i8on due to maintenance in corm to the act re dlfererroe girds re8ed ecaamies of scale. b Soe sales usted a of tom vatres is 160 040 to 11 700. Ai tom reblas were considered. Greatest ht the least ustrnerds and the centralised terWerodes of the tom tiles. ~w.r_ ..__ r_- ~...._~ ~ .,...... Fannie Mae Fonn 1004 March 2005 F«m 1004.(AC) -'WmTOTAL• appraisal software by a b mode, inc. -1-800-ALAMOS ~~ . Suonlemental Addendaaan - - - _----- -'~______... rue nu. 7ltORrle BerrDwef p1A Address E Man 3t C nlcab Co Crsnberland State PA Z Code 17055-6517 Lender state of Marian J Forma coci+rnr r ~urr~ur. ~+r..•.~•~-~...... v~ wr~r.. a_nvn i nyV IrVIVLJ! 1 IVIVJ- This appraisal is not a home inspection and the appraiser is not acting as a home inspector when preparing the report. When performing the inspection of this property, the appraiserh visually observed areas that were readily accessible. The appraiser is not required to disturb or move anything that obstructs access or visibility. The inspection is not technically exhaustive. The inspection does not offer warranties or guarantees of any kind. SUPPLEIhAENTAL CERTIFICATIONS: I certify that: - This appraisal was prepared by Brett Lechthaler for the exclusive use of the client to estimate market value in terms of cash or financing similar to cash for estate valuation purposes. The information and opinions contained in this appraisal set forth the appraiser's best judgement in light of the information available at the time.of the preparatign of this report. Any use of this appraisal by any other person or entity, or any reliance or decisions based on this appraisal are the sole responsibility and at the sole risk of the third party. Mr. Lechthaler accepts no responsibility for damages suffered by any third party, as a result of reliance on or decisions made or actions taken based on this report. - In my opinion the reasonable exposure time linked to the value opinion is up to 150 days. - In'my opinion the reasonable market time linked to the value opinion is up to 180 days. I further cQr6fy that, to the best of my knowledge and belief: -The statements of fact contained in this report are true and correct. - The reported analyses, opinion, and conclusions are limited only by the 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, ancj no personal interest with respect to the parties involved. - I h8ve no bias with respect to the property that is the subject of this report or to the parties involved with this assignment. - My~ engagement in this assignment was not contingent upon developing or reporting predetermined results. - My~ compensation for completing this assignment is not contingent upon the developm$nt 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, ih conformity with the Uniform Standards of Professional Appraisal Practice. - No~one provided significant professional assistance to the persons signing this report. - Brett Lechthaler inspected the property and prepared this report. Respectfullly, Brett Lechthaler, PA State C rtified General Appraiser Form TADD -1NinTDTAL• appraisal software by a la mode, nc. -1-im0-ALAN~DE ___ f AI s Location Map tVA Address 306 E Main SY AAectra Cumberland State PA D Code 170556517 Larder Estate of M~ian J F Form MAP.LOC -'WYrT01'AL• appraisal so0ware by a b mode, inc. - i-800-ALAINODE ~ Ri i Tax Assessor's Map AMlross E Main St C Cumberland Stafa PA fAde 17055.6517 lends of Marian J Forte ftam MAP.Tax-'WkiTOTAI' appraisal soliwara by a la mode, ine. -1-80D~ALAMO~ ~~ Building Sketch Borrower WA AddlesS E Main St GmUerland Slate PA COde 77055-6517 Lender state of Marian J F zl.sR 26R 26R .r. 2GrDaraUW a Rec gnom Bedroom [453559 RI p~ KRtlien r ~ Dining 23.SR ~~ Betlr Bath 3M n a ri a ~ ~ ~ ~ ~ ~ BMropn I7 4 Sq R] ' B ~~aig Femlly Bdn)onl Bedroom Foyer Jtlr 34R 34R 34R Rnt Floor Serond Flaar (1476 Sq ft1 [14J6 Sq R] o.ra N • r neec re Ara Glalstlow S~mmtry ~~ _ ~, ~~- - Giwbtb~.Uefaas .. 14)65gft 26x 28 728 22 x 34 = 799 Seoorid floor 1976 Sq ft 26x26 = 728 39x22 = 79B roLr u.rq Ira (anardedY. zgs2 sy n _. _ .. 2 Csr Deoched 45L5 Sq tt .x 21 21.5 = 9 51.5 BasenraM 74B Sq R 22 x 39 = 746 Farm SKT.6dSYd -'WinTOTAI' appraisal software M a la mode, inc. -1-80aNJIMODE ~ R! Y Subject Photo Page MA Address E tvlaer St ~ Cumberland State PA L Code 17055.6517 Lends to of aAerian J F Subject Front 306 E AAain St Sales Price WA Glass Livia Afea 2,952 Tolal Rooms 12 Totai Bedrooms 5 Tolal Bathrooms 2 Location Average tfieal Average Site 0.13 acre Orlatily Bridc.ASbTae Ape 155 Years Subject Rear Subject Street form PIC3x5.SR -'WmTOTAI' appraisal sotlware hY a la mode, irc. -1-BOQALAh1pDE -~~ Subject Photo Page 306 E Maur St Saks Price Brow LNirg Area TaW Rooms Total Be~ooors Total BatlaoonGS LopG0i1 Vkw Sipe Garage NA 2,952 12 5 2 Average Average 0.13 acre 8ridc,AsbTae 155 Years 10tchen Uving Room fmm PIC3K5.SR - "INmTOTAL' ~P~ soflxrdre by a 0 mode, inc. -1-8D0-ALAMODE i '~ ~ 306 E Main St Sales Price fYoss Livirrp.Area ToGlHoonG Total Bedroons Total Batlmooms LOCallOrl lfiew Site ~dY Age Batll tJA 2,952 12 5 2 Average Average 0.13 acre Bridc,AsbTile 155 Years Bath 2nd Kitchen Borrower Address 306 E Main St C Currnber~nd State PA Code 17055517 Calder of Marian J Forme Subject Pboto Page Fann P1C3z5.SR -'4ilmTOTAL' appraisal soriware by a la mode, inc. -1-80lFAWAODE -~ Comparable Photo Page Bartaaer trA Address 306 E Main St C Cumberland Stele PA L Cade 17055.6517 Lariat Estate of Harlan J F Comparable 1 21a w Man st Pf01(.10 Subf eCt 0.56 miss W Sale PIiCD 150,000 Gross LNilp Area 2,116 Total Roams e Tool Bedrooms 3 Trial Batluooms 1.5 Lora8al Average Ylew Average Sib 024 acre Quarry Aluminun Age 111 Years Comparable 2 5o w Aran st Prox. b Subject 0.41 mres W Sob Prb;e 155,000 Gross Living Area 2,338 Total Roorns 9 Total Bedreoms 4 Total Batlrooms 2.5 laceron Average Yrew Average Site 0.13 ape Quarty Aluminum Ape 111 Years Comparable S 419 S Frederick St Prmc to Suaect 0.52 miles SW Sale Price 205,OOD Gross Ltrhg Area 2,349 Total Rooms 8 Total Bedrooms 4 Total Barrraoms 1.5 l.ocatlon Superior IAew Average Site 0.32 acre Oualily Asbestos Tre Age 111 Yeats fonrr PIpvS.CR -'WnTOTAL' appraisal sorware by a b mode, inc. -1-800-AIAMODE rr Comparable Photo Page Borrows triA Address E Mein St ~ Cumberland State PA Code 17055-6517 LeMer to of Marian J F Comparable 4 a23 w Mai St Pro[ tD SubjdM:t 0.75 miss SW Saks Pdce 219,900 Gross t.iving Area 2,532 Total Rooms 8 Total Bedrooms 3 Total Batlaoorrs 2 location Average Yrew Average Site 0.16 acre llrptily Frame Age 108 Years Comparable 5 110 E Coover St Prat t0 Srdtject 0.33 miss S Sales Price 219,900 Gross liNng area 2,398 Total Rooms 10 Trial Bedrooms 5 Total BalMooms 2.5 tocatlon Superior Yrew Average Sfte 0.22 acre Ouaily ANunirnan,Bridc Age 88 Years Comparable 6 Prou< to sub)eGt sales Price Gross t.irirp Ara Told Roars Total Bedraans Total Batlrooes Vlew Stie Ouairy Age form PIC3x5.CR -'NrmTOTAL' appral5al software by a b amde, inc. -1-804•AUIii00E ~~ n 0 a N y O A 10 b ti _H 3 m i N d 0 A A C b w D 3 mi D m ,' W Form SCA-'WInTOTAI• appraisal s~lware by a la mode,inc.-1-800-ALAMODE .~ ~^f.~~~ FREYSINGER PONTIAC, GMC, BUICK, MAZDA, HYUNDAI, INC. 6251 CARLISLE PIKE / MECHANICSBURG, PA 17050 • TEL. 717-766-8422 June 7, 2011 The private parry value of the 1990 Buick Century, VIN #1G4AH54N2L6451430, mileage 59000, is $1000.00. you, James D. M~Veagh GM used cad manager "Schedule E.3" In consideretlon of S value received, l do hereby sell and assign all pnopeNes fisted on this bill of sab to Gold filit~ / fllobib Merd'~aMs, and warr~t that i have lawful autlrortty do dispose of lama 1 further warrent the right tlmt i shall defend my right and title to dispose of said property. X ~~J~~ 1 L e OU DESCRIPTION PRICE AMOUNT us. 9o9c ~ . g U.S. 409E Q ~-- ~~ ~ ~-~ W T. 5c CANADA ~ - "~ , CURRENCY ~ ' COINS i~ F FOREIGN COINS L SCRAP 10K ~ Q 14K 16K (~ 18K ~ ~ DIAMONDS WATCHES STERLING GOLD BUWON .999 Fine ~ r Total r~ ~1 /' ~ n ~ "Schedule E.5, E.7, E.8, E.11" cw ` nescRiss~~oN ':: PR~cE:. atNOUNr ~/ - CURRENCY ~.;._ ' ~ ~~ ~ ~ ~ b ~s u~. ~ti,~ a. ;, ~ FOREIGN COINS _~~~ . ` ,' `ti ~ SCRAP 10K f`r~ ~` ~~; ~ ~.~ t ~' DiAlwON0.S s ~~ - s' ., ~ s WATCHES ~ m," ., STERLING 'w".~'"° GOLD BULLION .999 Fine Total ,. ,. ~ ~ ~ ~ 3`, "Schedule E.5, E.7, E.8, E.11° O r m A ~ D ~ ~ ~ ~ ~ ~ ~ z ~ Z -t to ~, N ~ 7 W ~ = m z ° ~ (/~ z D ° o 0 ~ c ra ~°, ~ n ~ ~ O Z z D C fi fi, ~ ~ -. ° m _ C) ~ a ~ o ~ ~ `. ~- ~ ,C, ~, ~ ~ v , ~ ~_ ~,, ~ ~' ,~ Z ~ ~ I m ~' R~ a, c'" o ~ ~ 4, ~ ~, • o o ~'' o -~ c ~; ' Z s a m cr+ m V rn m 1--~ o ~ ~ p r- G c r O z ~ m r z ~ ~ ~ m °- D ~ o ~ ~ ~ ~ ~ n 70 ~ c o 70 ~ z ~ z ~, o ~ c ~ m n a z G n ~ ~ n c in ° c in o. C m v m vs ~ ~ _ _ O i z ~ ~ / ~ 1 A ~ y V C3 ~ ~ 0 o c Z ~ o i C m = ~ ~ ~ co m o ~ m ~ ~ M d S ~ i , ~ < °' a ~ 7 ~. _ ~' ~ ~ S a ~, ~ ~ m = V _ c ,. , ~ o °~ . " =. m ~c ~ ~ ~ ~ a ° ° m ~ o co 0 c _ ° m ~ a ~- ~ a _ m ~ ~ O y ~ ~ O d ~ ; ~, ~ ~ . ~ - ~ ~ ~ ~ m a ~ ~ a ~ ~ 3 G N fp 01 ~ ~ 3 ~ S . + ,~, Q 3 t S W ~ m - ~. -~. ~~ ° a ~ ~ ° m - °- ~ °' ~ , ~ w ~ ~ ~ '` ~ y I~• ~ ~ ~ N ~. ~ ~~ ~ ~ ~~~ - .:+ 0 ~ -rt n = m ~ ,., 3' ~ ~ '~ r ~ ~• o j ~ _ ~' . a . r -~ ~ ° n. ac ~, ~ ~ ~ v a ~ ~ v ~ -, °' co ~ ~ ~' ~ ~ ~ ~ I .~ y ~ j ~ 0 ~ Q" O (~ ~• ~D ~ ~ W ~ ~ ~ ~ r _ r'' ~ ~ ~ ~ 'T1 W ~ ~ ~ ~ ~ '.~. .J A ~ ~~ ~, ~ ~, ~ ~ ~~ ~ ~1 ~ °a j r ~t ~ ~ n a a O1 `~C -~ t ~l • ~~~ l i i 0[tANTITY DESCRIPTION PRICE AMOUNT U.S. '7V A I ~~~s? i ,~ ~ f ~~'~I~`aF j ~~ ~ r ~ ~ \1.r~i~"~ ` f t~ f.M e ~w't F+ ~' 4.? ~ 4 rT4. ' CANADA ,~~' _ ''~ ~ ~ ~""~= ~ ~ f t '"' :;~ '~ -` CURRENCY ~~ ri~"` ..~ ~ 4~ ':~r`~ .; ~t~ at Fr~.` ;:., -- ,~ ,e, COINS „ ~~ ~"°~ u~ ~ , ~ '-~ ,f -'.mac-,~~~.:^ ti'.. , g~~, AY FOREIGN COINS a ~, r'-~..~ .+~~ r~r ~s ~ ,,, ;~' S C RAP tOK ~ '~ ~ `~. ~~'~ ~ =' ~ .~ ; - ~ ~` w a ~ ~,~ ~ y .~ + @ ~ k « ~.- ~rc..,i... , "' .~ .. t u . 18K l ~ - ~'~ ~ i = F.. ~ 3 ' ` - ..i ~«a DIAMONDS ~ - ~ °_"• ~ WATCHES ~` ~r . E w-x ..~ ~ ~ ~ , s~ a w STERLING _ =2- •~k f "~ f GOU) BULLION _. .. ,~~ ; ,, ~-x =..1 ~- . -- ~k - ;`~-~ , F .995 Fne : _ ,. `~ 'T`otal r'~ .~ ,, , "Schedule E.5, E.7, E.8, E.11" ~ ~ r Rowe's Auction Service 2505 Ritner Highway Carlisle, Pa 17015 717-574-1008 215-1044 249-1978 Sept. 27, 2011 To: Marlin ~. McCaleb, Attorney 219 E. llvvllain St. Mechanicsburg, PA From: Rowje's Auction Service 2505 IRitner Highway Carlisle, PA 17015 Re: Auctiort Proceeds Estate N~Iarian J: Fortney 306 E.1'~Iain St: Mechanhcsburg, PA Total Sales $12,436.50 Less 35% (:ommission -4352.77 Net Proceeds $8083.73 v`~I - W. David Rowe "Schedule E.5,E.7, E.8, E.11" ' ~ . BRANDY L COOK, JR. ie Bc~i~rc~RCK.'~ 5730 NEW CUMBERLAND, PA 17070 80-8258/2313 ~. 7n-n4tsso Pay to thee, ~ Date Order of R u „~ _. ollars ~ Ful~.i S~psqueLanna Valley "" . M ~nP~~iii11, PA~1~~ ntoII 1 For~_i ~~ ~ P~ar~.~ ,..J~ ~:23i3$2568!: OOOClflae~_n,~~. ~~,~. ~~~ ~ ~~~~ s-- ~ o ,~-~-v Jam---- __ . ~' ;1 4 { . _, / O V _ __ __ __ ~ 5 #7' ` l ~ ~'~ - _ _ i • rt 'Y, , - t : u y~ , '.~. r. ,~, ~.. ~ ~ ~ - _ ~~ - _ . ~, i ~ ~ ~,;,', r .dom.. ~ ~' ~ d~ .. - w ~ ~~ a «~r O ~~ ~ ~ _ ~ ~ ~ ~ ~ r., , r• '~Q 1 ~ ~ ~'; - ~ W " ~; "^ ~;~r' ~' ~ ~ t ~ . fl ' '' ty, :COY' 1 ~ ~ .~ a _ NY ~, 1 c d C_i ' ' k Y {f # } F ~ tiC 'rR ~~ "Schedule E.5, E.7, E.8, E.11" . x s°=zss61,~ 8 5 0 4 BARBARA L. STRAUB 01-72 313 43 KESWICK DRNE MECHANICSBURG, PA 17050-7917 /y/y/ ~ ~,°(~ 1 DATE -~~ /' ~ PAY TO THE ~ ~js ~Q /~ T ~'~ 2 .,^ Q~ -"~'~ Qo ~ /^.., ORDER OF CC•• ~-~C. G.. O I ~ `~ ~ ,rl , NV ~ ~P ~ ,_. IJ~ r -'y U-1 ~ A ~ ~~~ ~ U~ ~ ~~~CX~VJ~D~OLLARS ..8 ~~.."' g I~1Msc~'Bank ~~ /~y ~r MET~~~ ~P ~-~h r N ~f - ~, ~~:0 3 130 29 5 5~: 8.240 246911'B 504. ~ ~ ; ~-~ ~ ~ ~ ~~ , ~o- ~ ~~ +~ LC -`. q: ~~ ~_ ~~ _ ~, ~:, m y m m ~r~x a r y ~ o ~ ~„~~m m ~ ~ ~''~~ ~ o ~ Q. - ~ ~ ~ aCi1 A m 0 ~ m Vj u b m m ~ - J 0 r rv D. .. ~iN_ - i0.._ ~ - <V ~ O ~' 7 D` ~. ~ H :. Yi ~ '~. ~ O ~'i ~! ~ i ~~~ A '* ~ z ~+~.d~ ~ (D~ of F~+ ~ ~ m N pf ~ Af.. O m ~~ ti ~l_ ~ . W ,rM"' -J Mh V "Schedule E.5, E.7, E.8, E.11" . -~ . Y ~ »s `PNG sacrr F_~!Et-~ ~.,~.`Q ~ c ~ ~':% ' ~ Z . ^ h ,~, r~~. _ ~ ~ (Q1 __ =-- _.- _ ----------.-.. - -- ------- -__. -- --- ~.. -VF= _ ,~ N ~-r.- ~ . ~O ~ . ~ t. '"' ~1 , 1.+ l~' _ . c- j - _ in W ~-1 ' , _ S = ~ ~ ~ ~ . - J ~ _ ~ ~ ~O - -~ fp. _ o': _ , ~ ~ ~ ~ ,: - _ _._ y~i , : ,:::._ "Schedule E.S, E.7, E.8, E.ll." ~k• 60-6116/2313 2 3 3 1 BRENDA L SPEESE PPL 717-439=5322 S - ~ a - f / MAIN T. 1329 DATE r! OBERLIN, PA 17113. I~ ~ / (1 ~ C../ PAYTO + THE ORDER. N` ~' © . ~ rDOLLARS 8~: o....~ ~ ~ D _u ~Lt„F.~ Jl 1 ~1 - Large enough to meet your needs..: Smallenough ro know your name. Deny StreN 50.50 . ~.;,b~s, rn in n, _ - - - ~ ~ ,,~ ~~ MEM ~ ~ y T ~~ _.~: 2 3 & 38 ~ L6 L~: X0000 ~'~ 79 7u^ 2 3 3 ~ ray 9 nil _ G. it __ ~ .. '' I ~ is ~ L ~ ~. i„l am ` i i ')~ a'c p.c i. ns. ~ ~J ~~ ~~a f~~ ms I' W ~J1~ r , ~ ~ ., ~ r~ iJ rt I ~~I ~ s ~ ~ ~ ~~. 'ti - ~ n ~' fD '~' n I~ n ... ~ __ m c - i _- i ~ ~ ~ ,;r .. ~ _ ~~ rn "Schedule E.5, E.7, E.8, E.11" a ?~. ~ c, - R ~ y P1~lC 1NVFSTMENTS Member FI14flA and SIPC June 14, 2011 Marlin R M~Caleb Law Offices Frankenberger Place 219 East Mann Street P. O. BOX 230 Mechanicsburg, PA 17055 RE: Estate of Marian J Fortney Date pf Death Valuation Date of Death: May 16, 2011 SS# 1168-36-6591 :Dear Sir: 'The date of death value for securities held by Marian J Fortney held in her PNCI Account ]dumber 3367-3024 is as follows: ' 10170.421 shires Blackrock PA Muni Bond Fund A Shares @ $10.61 per share 518.528 sh~res Blackrock Equity Dividend B Shares @ $18.76 per share 2232.166 shires Federated Muni & Stock Advantage Fund B Shares @ $10.74 per share In the Money 'Market section of the account there was $185.98 on May 16, 2011. Please feel free to contact me if I can be of further service. Sincerely, Charles E Littl'~e, CFP®, SVP Financial Advisor CEL/djp The information c ained herein has been obtained from sources we believe to be reliable but do nol guarantee it to be accurate, co ct, complete or timely, and shall not be responsible for the results obtained from it's use. PNC Invest ents LLC Member of he PNC Financial Services Group 91 Cumberland Parkway Mechanicsburg Pennsylvania 17055-5676 www.pnc.col~n Important InvYE!stments Information: Brokerage and insurance products are: Not FDIC 1 I red • Not Bank Guaranteed • May Lose Value ~~ Mnuitiessand dther fnsu ran a products are offered 6y PNnC In urance Services,L LC aNR ens dsnsurence agency. "Schedule E.10