HomeMy WebLinkAbout03-14-12_J 1505611,188
REV-1500 Ex(oz-tt)(Ep `~ OFFICIAL USE ONLY
pennsylvania
PA Department of Revenue " "'""'" "'`"- County Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN
PO BOX 280801
Harrisburg, PA 17128-0801 RESIDENT DECEDENT 21 11 D 7
ENTER DECEDENT -NFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Binh MMDDYYYY
019 28 9308 D6 14 2011 D6 24 1935
Decedent's Last Name Suffix Decedent's First Name MI
Slusser Elaine p
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
FILL IN APPROPRIATE OVALS BELOW
Q 1. Original Return
Q 4. Limited Estate
~ 6. Decedent Died Testate
(Attach Copy of Will)
O 9. Litigation Proceeds Received
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
Q 2. Supplemental Return
D 4a. Future Interest Compromise (date of
death after 12-12-82)
D 7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
D 10. Spousal Poverty Credit (Date of Death
Between 12-31-91 and 1-1-95)
O 3. Remainder Return (Date of Death
Prior to 12-13-82)
O 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
D 11. Election to Tax under Sec. 9113(A)
(Attach Schedule O)
CORRESPONDENT -This section must be completed. All Correspondence and Confidential Tax Information Should be Directed to:
Name Daytime Telephone Number
Robert C• Saidis, Esquire 717 243 6222
.-
First Line of Address
Saidis, Sullivan & Rogers
Second Line of Address
26 West High Street
City or Post Office State ZIP Code
Carlisle PA 17013
REGISTER O _ -I~L~S USE ON~Y;y
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DAT;''FILED
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Correspondent's a-mail address: rSaIdIS SSr-attOrfleyS.COnI _
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Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of the preparer other than personal representative is based on all information of which preparer has any knowledge.
Carlisle, PA 17013
PLEASE USE ORIGINAL FORM ONLY
Side 1
15D5611188 15D5611188
J 1505611288
Rev-1500 EX (FI)
Decedent's Social Security Number
Decedent's Name: E l a i n e D S l u s s e r 019 2 8 9 3 0 8
RECAPITULATION
1. Real Estate (Schedule A) ......................................... 1
2. Stocks and Bonds (Schedule B) .................................... 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ...... 3.
4. Mortgages and Notes Receivable (Schedule D) ......................... 4,
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) ....... 5.
6. Jointly Owned Property (Schedule F) O Separate Billing Requested ...... 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) O Separate Billing Requested ...... 7.
8. Total Gross Assets (total Lines 1 through 7) ............................ g.
190,000.00
4,913.54
0.00
0.00
12,403.11
1,527.50
46,459.41
255,303.56
9. Funeral Expenses and Administrative Costs (Schedule H) .................. g.
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............. 1p.
11. Total Deductions (total Lines 9 and 10) .............................. 11.
12. Net Value of Estate (Line 8 minus Line 11) ............................. 12.
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ....................... 13,
14. Net Value Subject to Tax (Line 12 minus Line 13) ....................... 14.
16,752.07
348.96
17,101.03
238,202.53
0.00
238,202.53
~ wt ~A~uuLA I wN -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .00 0 0 D 15.
16. Amount of Line 14 taxable
at lineal rate X .045 0 . 0 0 16
17. Amount of Line 14 taxable
at sibling rate X .12 D . 0 0
17
18. Amount of Line 14 taxable
at collateral rate X .15 2 3 8, 2 0 2. 5 3
18
19. TAX DUE ...........
........... ............................. . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
1505611288
1505611288
0•DO
0.00
0.00
35,730.38
35,730.38
D
Rev-1500 DC (FI) Page 3 File Number
Decedent's Complete Address: ~~ ~ ~ nT~n
Total Credits (A + B) (2) _ 229.13
3. Interest
(3> 0 00
4. 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. (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5) _ _ 35,501.25
Make check payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "
"
X
IN THE APP ROPRI ATE BLOCKS
1, Did decedent make a transfer and:
a. retain the use or income of the property transferred .......... Yes No
b. retain the right to designate who shall use the property transferred or its income ...............
i .
c. reta
n a reversionary interest ...................... .
d
. receive the promise for life of either payments, benefits or care? .........
.................
.
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year
of death without receiving adequate consideration?
.....................
3. Did decedent own an "in trust for' orpayable-upon-death bank account or security at his or her death? .
4
Did r]
.
.
decedent own an individual retirement account, annuity or other non-probate property,
which contains a beneficiary designation? ...
......................................... . I~ f~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is 3 percent [72 P.S. Sect. 9116(a)(1.1)(i)].
For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S. Sect. 9116(a)(1.1)(ii)]. The statue does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,
an adoptive parent or a stepparent of the child is 0 percent [72 P.S. Sect. 9116(a)(1.2)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in
[72 P.S. Sect. 9116(a)(1)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. Sect. 9116(a)(1.3)]. A sibling
is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19) (1)
2. Credits/Payments __ 35 730 38
A. Prior Payments 229.13
B. Discount 0 00
REV-1502 EX+~O~-10)
~i,~ Pennsylvania SCHEDULE A
INH ERITANCE TAX RETURN REAL ESTATE
RESIDENTDECEDENT
ESTATE OF:
Elaine D. Slusser
FILE NUMBER:
21 11 n75n
~~ r~ w=~ ~r ~..~~d~ ooieiy or as a tenant m 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 havlnn Boa ~,,,,~~~.. ~.. _... ~... __ _. _,
~~ iii~re space Is needed, Insert additional sheets of the same size.
REV-1503 EX+(6-98)
SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA
INH ERITANCE TAX RETURN STOCKS & BONDS
RESIDENTDECEDENT
ESTATE OF
FILE NUMBER
Elaine D. Slusser 21 11 0750
(It more space is needed, insert additional sheets of the same size)
REV-1508 EX+(1 ~-10)
j~r pennsylvania SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENTDECEDENT
ESTATE OF: FILE NUMBER:
Elaine D. Slusser 21 11 0750
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly owned with right of survivorship must be disclosed on Schxli~~P F
If more space is needed, insert additional sheets of the same size
REV-isos Ex+loi-io>
Pennsylvania
OF VAHI .F.N.._~~~ H; V'~NUF
INHERITANCE TAX RETURN
RESIDENTDECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
t' I a F t Uf: FILE NUMBER:
Elaine D. Slusser 21 11 0750
If an asset became jointly owned within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT
A. Patricia Fellenbaum 44 Whipporwill Drive Niece
Lancaster, PA 17603
B
C.
JOINTLY-OWNED PROPERTY:
ITEM
NUM. LETTER
FOR JOINT
TENANT DATE
MADE
JOINT DESCRIPTION OFPROPERTY. INCLUDE NAME OF FINANCIAL
INSTITUTION AND BANKACCTNUMBERORSIMILARIDENTIFYING
NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE.
DATE OF DEATH
VALUE OF ASS ET %OF
DECD'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENTSINTEREST
1 A 08/18/05 Sovereign Bank Checking Account 3,055.00 50.000 1,527.50
2891025385 owned jointly with Decedent's
niece, Patricia Fellenbaum (made joint
8/18/2005)
Total account value $3,055
TOTAL (Also enter on Line 6 Recapitulation) I 1 , 527.50
If more space is needed, use additional sheets of paper of the same size.
REV-1510 EX+(08-09)
`i1 pennsylvania
n4V+AN fir,. ~-ry. (1•. y:. Fl ~::.
INHERITANCE TAX RETURN
RESIDENTDECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS AND
MISC. NON-PROBATE PROPERTY
t~ I H I t yr FILE NUMBER
Elaine D. Slusser 21 11 0750
This schedule must be completed and filed if the answer to anv of aue.ctio~_s t thrnunh n .,.. ..~,.,, ~~....,. ,..
ITEM
NUM DESCRIPTION OF PROPERTY
INCLUDE NAMEOFTRANSFEREE, RELATIONSHIPTO DECEDENT&
DATE OF TRANSFE R. ATTACH COPYOF DEED FOR REAL ESTATE
DATE OF DEATH
VALUE OF ASSET
% OF DECD'S
INTEREST
EXCLUSION
(IF APPLICABL E}
TAXABLE
VALUE
1 Wells Fargo IRA 5807-4872 44,033.41 100 44
033.41
Beneficiary: Decedent's niece, Patricia ,
Fellenbaum
2 TIAA CREF Annuity Contract IH34792-5 2,426.00 100 2,426.00
Beneficiary: Estate
Per 8/30/11 letter
TOTAL (Also enter on Line 7, Recapitulation) l 46,459.41
If more space is needed, use additional sheets of paper of the same s((((ize.
REV-1511 EX+(10-09)
Pennsylvania
ISF PAHLMe N' (~~ Nf'4.'NJf
INH ERITANCE TAX RETURN
RESIDENTDECEDENT
ESTATE OF FILE NUMBER
Elaine D. Slusser 21 11 0750
Decedent's debts must be reported on Schedule I.
ITEM -
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1 Elkhorn Inn, funeral luncheon 180.00
B. ADMINISTRATIVE COSTS:
~. Personal Representative Commissions:
Name(s) of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees:
5. Accountant Fees:
6. Tax Return Preparer Fees:
See schedule attached
TOTAL (Also enter on Line 9, Recapitulation)
If more space is needed, use additional sheets of paper of the same size.
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
10, 380.00
369.50
5, 822.57
16, 752.07
Page 2
Estate of Elaine D. Slusser 21 11 0750
Schedule H, Part B -Administrative Costs
Miscellaneous Expenses
Item
Number
Description
Amount
7 Walter Showers, mowing __
163.54
8 Walt Showers, mowing 74.00
9 S. W. Barrett Real Estate & Appraisal Services, appraisal 350.00
10 Walter Showers, mowing 195.00
11 Met Ed 23.73
12 Saidis, Sullivan & Rogers, out of pocket expenses 83.00
13 Met Ed 34.25
14 Rodney Weidner, rain damage 228 96
15 Walter Showers, mowing grass 148.00
16 R&K Heller, plumbing & heating 1,661.55
17 R&K Heller, plumbing & heating 1,418.83
18 Met-Ed 38.03
19 R&K Heller, plumbing & heating 794.44
20 Jacob R. Irvin, builder 190.00
21 Met Ed 26.59
22 Wells Fargo, fee 125.00
23 Cumberland County Register of Wills, filing fee 30.00
24 Saidis, Sullivan & Rogers, out of pocket expenses 87.65
25 Saidis, Sullivan & Rogers, reserve for additional out of pocket expenses 150.00
TOTAL. (Carry forward to main schedule) ...... 5 822 57
REV -152 EX+(12-08)
~`~''i j pennsylvania
~~ ufNnkieepN, na Niv: mt;
INHERITANCE TAX RETURN
RESID ENTDECED ENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
is I A I t ur FILE NUMBER
Elaine D. Slusser 21 11 0750
Report debts incurred by decedent prior to death that remained unpaid at the date of death. includinn ~~nraimti~~rco.~ .,.e.a:...,i ...,.....,.._,.
It more space is needed, insert additional sheets of the same size.
REV-1513 EX+ioi-io}
.~ Pennsylvania SCHEDULE J
uv NnKirer N~ o, Nr vl: ri;;~
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENTDECEDENT
ESTATE OF: FILE NUMBER:
Elaine D. Slusser 21 11 0750
NUMBE
R NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT
Do Not List Trustee(s) AMOUNT OR SHARE
OF ESTATE
T TAXABLE DISTRIBUTIONS [Include outright spousal distributions
and
,
transfers under Sec. 91~6(a){1.2).]
Patricia Fellenbaum Niece 238,202.53
44 Whipporwill Drive
Lancaster, PA 17603
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 TH ROUGH ~8 OF R EV-1500 COVER SH E ET, AS APPROPRIATE.
Tz NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
TOTAL OF PART Il -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET.
If more space is needed, use additional sheets of paper of the same size.
I~ST ThILL 3-sND TESTAMEI~'T
C~
~~ Cr
~~ ~_
` ~_;
BBER '', ~;
y
T ~ - MT
- ~
ELFINE ~~. BLU T
r -
:~O-Ur, ~~ -.
--r
r- .....~
~..~ - -
-~ _--1 r_
-~ Elaine
_, D . Slusse~ , o_ ~ ~ ~~cine, ~ , ;;umbe,~ i a no~.~_~u .ty,~
~ ~~> r-
,
Pen, ~ _ ~~ar-i~°~, r~eir~G of sound an d c,ir;~>c~~~~'-nc m_nci, n~emc~_~~% ar,c_
nnd_,-r ~a~nd-ng, do 1~e ~e1_~y n~«}_~-, ~,~;ui,--s]-. anc ae~ ~a ~~e ~r~« as ar~o.
: v~~~
~
~ l and 'I'estamer,t,
~~ _e:=~~' -ev.~k_~ i(~a ,~ ~~
G, _ _ ~,e_ _ ~ s
--
_ s
I i~ _~ ~ C:
-c~
and ~~o~iicils heretof=ore made by me.
FIRST'
i direct -she payment of my just deb: s and. e!_:_~enses of my
G ~ G T r,
~ ~ ~ __~ 1?"1eS~ arid. _urle-ai ~'_~OITt mV .,.~~aL G SOOri c:i ~ =.r ICIy C1c ~~i
as contTel_~ ent ~ y may be done .
~'~_ ~11e=, QZ? eCt ''.. 11GL my ~]o~y 1-iN crerrLateV anc '..lI C.T r[,y
~' i ~ e
?°°n1a11"S° he ~~U11ed _rl tr,e '.~OOC~}~e'a,- ~.°nle+,~ ~~, a1C~r! 1"~-,
F~eri;,sv--van_a, r,er't ~o m5~ de~easecl r,usband.
SECOND
1 ~~ve ar,d Devise to my siste-, Sylvia C. ~~e1~y, tt,e sum o~
SAIDIS
>HUFF, FLOWER
& LINDSAY
~,T-roaH~:vs~n7~•;,au~
Zb N'. High Street
Carlisle, Ph
firty thousand (;>SO,CJOC~. JO) dollars,, y~-ovided sr~F_ Ias sL~r~ived
7TI~ _C~r a >er10Q. Of dt 1'rQSL 111'_ tA/ ~-'~~ Cad-_ P_1,~- `-/
°~ ~ .;,~. ~- ano , emalnd.~r _ my e:>t~ ~e . c, D~t.'ici a Fe11.en;~aum, pe,
THIRD
,., ., ~..
~° ,~ `,
i~
...='"e,.~ ~i"]a t a7"l~' anC cl~ -3~r~~_ ~d7"~: ,_ ~-.~~c~~ ~]iC~ -~?"~i1~ ~_
_nLiJOveG ur~Ori my e.--CL~ ~G~~-rl~~ ilrl~_.~ ._~1-~. Vl_ 1- _'-
{G ~:~ ~ /
Jig }mac.-c ;J~~~ ]E _ _nC.-~Jc_ ~~= II' _ ~ .-G.lic, "~,
~~~r.-_-u._ _ ~t.a__ .~. _ _ ~ _
FOURTH
~tiC~ ,,_„ae~ ~ 'or~ e,~_ Ga '~v ? ~~J, _ ~_UZnol- ~ ~e any
i
I
~er>> ~sel1 _ a~ ~~~e actinc ur;da~, •~1`1-~ rl~ ~_ um _.~ _ , _n t'r]e-?~ j
~,~_ sGnG- - ~ - ~
~~)~. __~ ~.~,.e a-.~~. i^r'T. ~.GI~.
Z `?'C) ~"°Ld11"i 11"1 r„rle ~C1"ITS ,.e~:e'1V'-~C', GI" t.G ;'_ ~ ~ e~.t~iE~1 ctl'
~ - ~~~` 1`1VaLe Sa,i e ari~% _~G1 C,i~ FJ;~,_.Uri~ 1 ~' J~>`=r ~~'.
f.Ju'~ _ _ .l l~
F. T~~ e ar_y G~~~~~Gr1~ ~~ sUr~~: 1"~L~e =~._ ~~OC} S,
~i>e.r C15
bonds, or othe~~ roves moments;
C. TG jGin in any plan of lease, mortgage,
:GnS01iC~a ~-0n, c?IC~larlgc. ~ ~ r~ ~,~^garl_ Za' ~ 01"1 01" ~ ~ _ ='.C! U:~U1"e G~
aI-!~~ CG1"pGra~lOn 1n W1-t1Cr1 mV% eS~dfie Jr drly t'_~US~. may r10-C~-
,_ ~OC]CS , ]JOI7Ci~ Or Otrler SeCU11 ~lE's ~
i ;~, ~ eaU~
'~CJe l
D. To sell, transfer, convey, moitgd.ge, ~ ~ -
G~ e~>ci;ange any property, real or ~~e~~sonal, w~-,__crI at any
_~_ITIe niaV =G'~m pa1t. Of Iil~% e~,t_a+e, fO-^ trle ;~~dj,ri21~'I1~ C1 ~e:J~s
,- - P< <~r for an~r ,~r~ose of actlr.~-n_~ ~;trat~Grl or
v- ~aL~ ;, P' 1
"_~-~ ~_~iJU`~iOn, Oi` SL]CI"] prs C~:s ail"I Ca L~~:JII E',!l~:ri .e ~"ITtsc.`_; ITiy
SAIDIS
SHUFF, FLOWER
& LINDSAY
ATTORNCYS•A1 •L~iN'
~b t~'. Fligh Slreel
Carlisle, PF,
'~? ~r-,
,,
i ,_~
:~
~,~P i ~e ~n their sole d.is~_etion, may deem
)F~i"SC~nal -ei~Y'~~, ._ntat-t ,
e a1~c) d ~ ~~; dew G f ~ J77~~vdl~^e or
v-_s~, arid. fo e~:e~,u; _ ~.~
F'. T';, nlo).e ~-ft_-UJYIen~~ aI"i~ COIP'~1"CiITI ~". `-..-
G-~ e r_- - -~_or, ITiby
rn,% r,~rsonal =~°r.J~~eseri ~at_ ve -n 1 ~~-= _ _ ~ _
C1=~IT, v. ~. _. N_.'"]O',?~ --rl~ =1._.~~~~__ _~~ ~_ J?_. ~._i:_:1C .i _ CCU. '_ .-
h '~'o ma}~~ c'_-s__-l~u~_~,I-n~_~unci~_ ~ ~._~_ _1.~ ~asl __
).:~_I"tC, u~ Il1V Uc?°°~Urla I _~?-~~..rl~_b'_~V~ _i. _!lEE1I _-_ _~G't10r! Ilia\'
- - I
:_l~~Ill U: iS~ .
_ rj~~ h~?"G;,~y r]OIlllricl-t ~ , COrISL ~ fi Ll ~~' ctrl~~- dp~~G-I1L pat.rlCla
Fellenbaum ~_, a~ ~ as E.>~~,u ~-~; ~ ~ th~.~ rr~.y L ° ~ U'.__-- drtc
mts~arn~nt.
SIXTH
direct that no n~-sonal ?~~presentat_ve, gual:u_an, t~L:stee
J,- C;-1,~?^ _;~L1C1~'"V app_,_pteC Llilde?" i=~i1s ~ris~_:aITi~r:_ sha--i ~)~
r
ra~l~~_:eJ. ~O C~1V~' rJC)r1Cl ~O?" th° ~ a~~h~Ul iJ°I"IO?'711ar1C~' vS Lr~~1_
duty e.. irI anv Puri sdi ~~ti on.
IN WLTNESS WHEREOF', I, Elaine D. Slusser, ha~~E hF°reupto set
SAIDIS
CHUFF, FLOVVhR
& LINDSAY I
2(i lA'. Htgh Street
Carlisle, P~•.
ITl\ .`~d'"!Q dr]C7 sEd~ to this Ifl~? Last i/~1 i 1 1 ~;p J T'~ ~; t~rfl2~1'-,, ~onSi~',L;ir!g
i is _- _ - - ~'r> ~ ~' ~ - t Lc I"! r~ c1 C7 'C. ~' , ~ I1 ~ T _ 1- ~ .- L Ins J G S vJ ~`i ~ C h ,. :, ~= Y 7C! ~~
_I'.:-~~:~_~ 1rl LI)~ ITIaYCJ1..r! I JY.J.°1".,i -i I` i Ccii=~Ori, ~-r;iS ~1~t. ~~.~'.~~ Uf
Naar cn ' U 0 .~ .
--
;. - _ `~ ,
Elaine D . Slusse~
r
._QI1~ ~, ~~._._E'C'l, 1~U s~r - - e -,~- ;,C~. yarn
_ :lcd c.nC- .J _.-~._ d _ ~t!c ~ -~e-r c=~
E'1a~. ne D . S lusser, _ e_° ~~ _ ,.__-, ~._ ~~-,c _,_~ ri ~ _ ~;... _ Vt_ _ = and
_~_ - Gm-r~~ _ r, one ~;reser!_.~ e ~ar~, whc~ ha~%~ r!~_ ~~ur~_' c .,~~i,sc,~~~~..
OC._" riclItie~ ~, ~ I1~_ -eCUO' ~'t d. 1n"-~_I.'/ _ ~,E'_. ~h__ _ ~ - _~_ ~I7F _e:>etiC _
/~ % ''~'
~~~' r,!~~-~~ ~~- ~il~~~=c~.[~/ ?~JDF_,.~:: 26 Wect Ilign ~ t~eS
+_
~
! -
_-
Carlisle , P?~ i701
`~-..~ -
! ~! /.% _/ ')~~ ( i4.-,J. ~U)_1C ~~;~, "fib WESt H, qh ~L~"eet
f; / ~_J_ / _ __ --_
- f-=-~ i
~~ Carlisle , PA 17013
COMMON`vTEhLTH OF PENNSYI~VANYF
COUNTY OF CLJMSERL~ND
We, Elaine D. Slusser, Tanya Ware and
phy ~ lis BicCoy , th ..atria any ~ - to e , , esu. t vely
wrios~ names are signed to the ~oregoinq or attached instrument,
rJei ng =~rst duly sworn, do here~l~y declare to tl-!e undersigned
autnori~y that the Testate--_v signed and. eye^uted the instrument
as her mast V~'ill and Testament and that srie signed- willingly and.
~hc~ ~Y_°CU~eO as her _~ee anC. VCIUn~d? }~ ctCt SOS `h~ ',J '.:rZJOSe:~
the~~e:in ~<>pressed, and that each oT the witnesses, in the
p,-esence and. hearing o= she Tes~u~~i<_ signed. she Vdi11 as
W1tneSSe: an0. that tG the l~es~ Cis trlell YnOW1E'dQe Zile T~'stat'`~!1
was a~ the time eighteen !1~) or more years oz age; of sound
mired and. under no constraint ar undue influence .
E_arl~~ ~_ SiLI~rF;t~
any ~%W fire , V~? _ t. n e ~ S
SAIDIS
iHUFF, FL0IA~ER
R, T.TNT~~A~'
2G Vv. High Street
Carlisle, PA
Phi%1~1is NcCoy W~~ to e s s
,iUbSC_"1f~~.d, sword tG aIid aC}.nowledg.~d ._Je~=,_ ~ IT1C- Y`, E ~ air_~e
ri" ~._,I.~.S1:r ~h= Te.~~~~._.Y_, r!O ._:1:~.`_4~'1-:~~E'J. i_O a'_"!C'. S:W~~~'ri _~
a_ __~rn~~_ ~.o r~~.`oee~rr~e by Z'anya Ware _ -- ar~d
r'i,.~ 1 _ NCrOV r ~'-Tp'= = ~~~'~ , ~..r11 ~ .~ISt ~a~% r - _ 1~~=~!
U 'mil
140TARIAL SEAL
I;kND! L. ! cI~Y.~R, NOTARY PULL}C
CRRLISL~ BORO, CUMB:RLAPID COl1tJTY
wily COM~IISSIOh EXPIRES MARCH 70, 20Do
/~
~ -
~~(.
1a ~~ ~ a 1 y =' lJr i _ _
G
62;~ 69;'2612 06:59 1,178?276,1 JOHN FELLEN PAGE 65
BUREAU OF INDIVIpUAL 74XES
INHERITANCE TAk DIVISION
Pu eox 280601
NARRI6BUR6 PA 17128-0601
NOTICE OF INN6RITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST 45SET5
PATRICIA K FELLENBAUM
44 WHIPPORWILL DR
LANCASTER PA 17603-9687
Pennsylvania
DEPARTMENT OF REVENUE
REV-2648 EX 4FP (12-11)
DATE 02-06-2012
ESTATE OF SLUSSER ELAINE D
DATE OF DEATH 06-14-2011
FILE NUMBER 21 11-0750
COUNTY CUMBERLAND
ssNiDC a19-2e-93oe
ACN 11183444
APPEAL BY DATEi04-06-2012
(See reverse side under Obfectinns)
A~ount Rs~itted
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
REGISTER OF WILLS
1 COURTHOUSE SpUARE
CARLISLE PA 17013
CUT ALONG THIS LINE '~'~ RETAIN LDWER PORTION FOR YOUR RECORDS •~
., --
REV -------------- •-- ------------- _
--
- - - - - - - - ~....,~ -...~, ~.y....,r, . .
1548 EX AFP C12- ---------------- -: .~~~TM.~_,_ _
- 11]
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DF
DEDUCTIONS, AND ASSESSMENT OF TAX DN JDINTLY HELD OR TRUST ASSETS
DATE: 02-06-
ESTATE OF;SLUSSER ELAINE D DATE OF DEATH:06-14-2011 COUNTY:CUMBERLAND
FILE NO.: 21 11-0750 S.S/D.C. NO.: 019-28-9308 ACNE 11183444
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SOVEREIGN BANK ACCOUNT NO.: 2691025385
TYPE OF ACCOUNT: C ]SAVINGS CX) CHECKING C ]TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 09-04-1981
Account Balanc®
Percent Taxable
Amount Subject to Tax
^ebts and Deductions
Taxable Amount
Tax Rat®
Tax Duo
_CBED..I.ZS
3,055.00
X 0 500
1,527.50
- .00
1,527.50
Y .15
229.13
NOTE: TO ENSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABDVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT Ci7
INTEREST/PEN PAID (-)
AMOUNT PAID
01-04-2012 CD015424 .00 229.13
TOTAL TAX PAYMENT 229.13
$ALANCE OF TAX DUE .00
INTEREST AND PEN. ,00
TOTAL DUE .00
+ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE Is REFLECTED AS A ''CREDIT'' (CR1, YOU MAV HE DUE A REFUND.
S. W. Barrett Real Estate & Appraisal Services
rile nc ~ ~ -u i au
APPRAISAL OF
- -
~,
r _ ~~ _ r~,
_ e.
LOCATED AT:
171 Peach Glen Road
Gardners, PA 17324
CLIENT:
Saidis, Sullivan & Rogers
26 West High Street
Carlisle, PA 17013
AS OF:
June 14, 2011
BY:
Cassandra J. Crockett
PA Certified Residential Real Estate Appraiser
S. W. Barrett Real Estate 8 Appraisal Services
File Nn 11_01 FO
07/15/2D11
Saidis, Sullivan & Rogers
26 West High Street
Carlisle, PA 17013
Flle Nllmbef: 11-0150
In accordance with your request, I have appraised the real property at
171 Peach Glen Road
Gardners, PA 17324
The purpose of this appraisal is to develop an opinion of the defined value of the subject property, as improved.
The property rights appraised are the fee simple interest in the site and improvements.
In my opinion, the defined value of the property as of June 14, 2011 is
$190, 000
One Hundred Ninety Thousand Dollars
The attached report contains [he description, analysis and supportive data for the conclusions,
final opinion of value, descnptive photographs, assignment conditions and appropriate certifications-
Respectfully submitted,
Cassandra J. Crockett "
PA Certified Residential Real Estate Appraiser
Summary
Residential Appraisal Report Fha Nd 11-0150
The purpose of mis apprarsal iepon rs to prumde bie cliem wish a credible upuuun of the defined vaice of the subject progeny, given rite intentled use of the appraisal
Chem Namennrended user Sardis. Sullivan & Rogers _ _ _ _ __ E-mad
client Address 26 West High Street __ _ _-_ _ _ _______ Coy Carlisle stale PA _ zip 17013 _ _
Addnionalmtendetluser(si The intended user_of this report is the Client. No additional Intended.Users are~ermitted without the__ _ _
ermission of the appraiser[s]. __ _ ____ __ _
•
_ _ __
hnended use The Intended Use is to _evaluate the property that is the subject of this appraisal to rp ovide the Client with an __
accurate and ade uatel su orted o inion of value.
Property Adtlress 171 Peach Glen Road. ______ ____ _______ c,ly Gardners _ State PA _zip 17324 __
Owner of Public Record Slusser, Guenthel H. & Elaine D. Cuunp Cumberland
_ ___ _
LecalDescn uan Deed Book 30-P; Page 429
___________
" Assessors Parcel za 08-43-3408-004 Tax Yeai 10111 __ _ RE Taxes 5
_ ___ _ __
Nei hborhood Name Dickinson Townshi Map Reference 43-3408 _ Census Tract 0_127.00____
___
Pm en R¢ fits A raised X Fee Sun re Leaseholtl Other (describe
M research t did X tlitl not reveal any n_u_i s_ales_oi uansfers of the subject property for the three Years poor to Ina eflective date of this apprarsal-
Prior Sale/iransler Dale 3/26/1984 _ __ Price $6,760 Source(s) Courthouse records __ _
___
Anaiysrs of prim sale m uansler mslury of the subsea property (and comparable sales. n applicable) No further recent recorded transfers were found.
Ofienngs. options and conuaces as of me etlecuve tlate of the apprarsal None known
Neighborhood Characteristics One-llnitHOUSing Trends :One-Unit Housing Present Land USe%
One-Unn
Location i Urban X Suhurban
'. Rural Pro en Values Increasine X Stable Dechnin PRICE AGE
68
_
_
Built-U I Over 75°rL X 25-75vic Untler z5 / DemantllSu f I Shona e X In Balance Over Su 1 I ~ ~00_~___~y¢
Growth Rand X Stable I Slov~ Idarketin Time Untler 3 mths X 3-6 rams Over 6 rams _~~ 115 uow New _
2-d Umt 0
Mule-Famil; 0 ro
Nerghhornood Boundaries Subject is bounded on the north by Pine Road; on the east by ~ 375 Hiyn 100 Cummercia 0 ~,o
Rt.34; on the south by Pine Grove Road; and on the west by Rt.233/State Game Lands. y_ 1_75 Pred 70 Omer Vacant _ 32
• NerghbomoodDescuptmn Subject property is located in an expanding area of single family homes and farms between Mount Holly
" S rin sand Bendersville. Shopping and other amenities are within a short driving distance. School system is Carlisie District
and students are bused. SMSA 42-3240.
Markel condinons pncwdmg support for me above concwsionsj Property values are currently stable in the subject property's market area. Local I
_multi-list data indicates an average marketing time of 90-180 days. Lending rates have remained favorable, although sales ___~
concessions are occuring more frequently- There are new homes under construction in surrounding developments, as well as
re-sales available in the nei hborhood. '
Dimensions See legal descriptionltax maw _ Area 9 Acres MIL Shape Irregular yrew ResidentiallCountrysic~~
Zonrn oescri lion Residential and a ricultural usa a
Slecdiczomn Gassdicauon A riculture
__
Zonm9 Gom Hance X Lec al Le al Nunconlunning (Grandla[hered Use) I No Zonmq Illegal (describe _
~- -7
Is the highest arid best use of ilia subject property as improved (or as proposed per plans and specifications) the present use? Yes _J No II No, tles'cnbe. i
Utilities Public Orher (describe) Public Other (describe) _ _ _ Off-site Improvements-Type Publre Private
Electiicnv iX 200 am water X Well Street Asphalt IX
Gas_ X, Pro aria _ _sannaiy5ewer_ __ XI Se tic _ Au~_Gravel lane to site ! _~X:
sire comments WeII1Se tp is common for area and have no adverse affect on marketability. There are no adverse easements,
encroachments or other adverse conditions. Appraisers presume legal access to homesite from_;?aved public street. Site
- -- ---
--
-- -
abuts lands of G & H Railroad aver deed
GENERAL DESCRIPTION FOUNDATION EXTERIOR DESCRIPTION materials INTERIOR materials
Units X One OnewlAcc unn Concrete Slab X Crawls ace Foundation walls StonelBlocklAv Floors ___ HWICarPIVi/
__
xoIS
.Tw~___.
__
__ ~FUIIBasemem X Parual8asemenl EnenorWaus _
VinyllFramelAv Ayg
walls _ PlstrlDWl
~.
~
~
c
T-fe X_ Det. An S-Detl_nuumt Basement Are 2 Partial s ti RuoiSurlace Metal/RubberlAve ~
-
TnmlRnrsh WoodlAv
_
X Existrn Pro osed ~ underConst_ BasentemFmish _ 0°~o -
Guners3DownsoutsAlUminumlAv BatYiFloor__ VlnyllAvg _
---
Design (Style) 2 Stor)~ X Gutsrde Entr ly Exit X Sum~Pum window T e DblHnglAvg Bath Wainscot DW1Fbr IslAv '~
Year Butlt 1870 StonnSashllnsulateU InsullStrmslAv~ Car Storate c Nona
Efleclwe A e (Yrs) 20-25 Screens YeslAv X Dnvewav c of Cars 3
Attic _ Nune _ Heaun X FvJA ~Hw Radiant Amenihes ___ I wcodstoves ~ Dnvewav Sunace GraveUStone_
Dro Starr 'X Staus Other Fuel Oil X Fue lace(5 v 1 Fence __ X Garaqe Yof Cars 2 _ '
X Floor SCUtIl6_ Coohnr 'X Cenral An CondNOm~_ _
X PaUOlDeck Patio X Porch 3 Car on_ a0l Cars
_
Rnished ,_
Hea[ed mdimdual Other Pool Orher Att. .X Det ~Butlbm'~
Ap lianas I Reln erator X Rant elOven X Dishv+asher /Disposal X Mmrowave wasnerlDrver ~ ~Olher ~descube)
Finished area above grade eonta_ms 7 Roorns __ 3 Bedrooms _ 1.5 Bath sr 1 900 Square Feet of Gross LWm Area Above Grade
• Admuonal Features Original period homelearth basement 'kitchen addition concreted basement] and half bathllaundry added in_ -
late 1980's• first floor also renovated at that time 2nd floor not recently up-dated; wrap Porch, side porch, balco~~atio, _ _
brick walls; detached frame garage [24 x 24] added in late 1980's.
cmnmentson the hnprovemenu Improvements are in average condition with no functional inadequacies ~~arent. Newer concreted
basement has had an on-going-problem with moisture since constructioy, wasp damp at time of Inspection with standing
water and condensation on walls and cellin home has not been recent) occu led.
- - _ _ _ ---- - - ----- -- ------- - ---- --- -I
~~m~e ~ s~r~A~ aw a+e•a ~e.~ ~ ~~R s~~,R..,o r o r-aow our. o ., - _,
~r/"~~~,~`.. vage I or a ,.~e i ppP , ~e~~ F~ uo~e.+cma w z ou:.
N ~P ~ ~ ~ _.r3z~rr
Summary
Residential Appraisal Report c,IAn,„ „_n,~n
__ FEATURe SU87ECi ~ COMPARABLE SHLE NO.: __
-~ ------t- --- _ COIv1PHRABLE SALE NO %_ _ __ '
~ coMPARAeLE SALE Ne 3
171 Peach Glen Road
886 Goodyear Road
1587 Town Hill Road _
1420 S.Mountain Road ,I
addles Gardners 17603 _____ _ I Gardners 17603
_
- York Springs 17372 i Dillsburg 17019
~
Pioxinu to Suoecl 1 ~
2.34 miles ENE .
i 5.40 miles ENE _ _ - --- - -
6.91 miles ENE
SalePnce
~_____. ____
8 250,000
-
£ _
-----
250,000 _
--
£ 215,000
Sale PncelGioss Lro. Area ~ 5 _ 0.00 so_`h £ 121.83 s h. a 132.84 s tt 116.72 s h,
Dalasource(st ___ Ins ection Multi-list _ ~ Multi-list i Multi-list
veriiicauon Source's'
Crt.HsRecords
Courthouse Records _
Courthouse Rec
rds _ ___ _
Courthouse Records "
VALUE ADJUSTMEIVTS_ DESCRIPIIOP._ DESCRIPTION ~_ _
.plswdl,~mem~ _~ _
DESCRIPTIO_h rl
~- sAU
,:
I ~pTION
^ 'I 15Ad1 so re~,~.
SalemFlnancmy None, Conv ~
~ None, Conv
~ None, Conv
Cancessons DOM 48 ~ DOM 242 ~
I DOM 122 '
" --- --
Date of SalelTinie 6111 -- --
I
- r----~---
4110 ~
- -- --
--
7110
Location Suburban I Suburban_
LeasenumlFee Supple Fee Si ale. _ Fee Simple T j
__ Suburban
Fee Simile Suburban _ ___
---
I Fee Simple ~
sne 9 rc eA s+l 6
19 Acres+!-
21
000 _
17 Acres+/-
5 _
~
+/
29
0 0 8 A
.
- --
view _ __ Resid/Cn~sd Resid/Cntr sd
~~ , ~
.
-
ResidlCntrysd _
__
,
cres
_7 500
-r-- '--
Resld/Cntrysd
Dell n SlVlel
__ 2 Stor _ '~. 2 Stor _-
1 2 Sto~
t __
2.5 Stor
~'
"uaht of consuucuon AveragelFrame Avera elFrame _
~ _
__
t
oodlBrick _
_ ________
10
000
A
lF
~
I ~
_ -
,
verage
rame
I
Actual A e _ 100 Yrs+/- 100 Yrs+!-
- -
Condwon Avera a Av IGood
above Gratle , i Bar,n r- _
r ,rai Iaarm., soli„
_
• RoomCaum
7~ 3 1 5 7 ~l 2
5
I
r----
15,000
~
-3 000 100 Yrs+!- _ _
-r
Av
,°, /Good i _
i B() Bailr_
8 4
1 ~
~-
-15,000 ~ Av /Good -15,000
__ coal BUln15 e ~s ~ "~-
1
500 7 4
2
- l
t
.
_
_ 61ossLrvlnyArea40.00 ~ 1,900_s~ h I____ 2,052 sy.h
Basemem& Flnisned , 2 Partial Bsmtsl i Partial Bsmtl
•
-6080
1,000 _
_
1,882 sq n.'
Full Bsmtl _
_,
_
-1,500
_ 0 1,842~sc.h'_ 2,320
2,500 Full Bsmtl -2,500
Romps Below Glans Earth/Concrete (Concrete
__~_
10,000
_ -
Concrete
____ _ _
10,000', _
._- _rConcrete _ -10,000
Funcuonaiulna _ _ Avera a Avera e
g
- HeatingiCooliny _ OFHA/CA HP/CA
------ _ Avera e _
OHW/None I Average T_
2,000 OF
HA/None_
_
2,00
0
Energy Ehlcient Hems T ical ! apical
-- --
~
----- T iyP cal _ _
- - ~
_
__
.
T (cal _ ___
-
-----
cola elcariorL ~
2 Car Garac~e
2 Car Garage . Car ort I ~
8,000 OSP
'i
12
000
_
_
_
PorchlPauo Deck PorchlBalcon /_ Porches/Hearth
- -- - - --I
Patio/FP ~ ____
1,000
-- ____
PorchlGazebo/ %_
HearthlPond _
_
,
-2,000 Enclsd.Porch/ __
- --_--~-_
PorchlHearth I
Amenities None _ Barn/Fencin
-15,000
Bank BarnlShed ______
-25,000 N
ne
~ 0
Access Private Lane Public Street
- --
25,000
Public Street _ _ o
-______ _
~-----"
_25,000 Public Street -21,500
~
Nel Adlusunent (TOtali 1- X - £ 51,080 It X;- $
~ 11' lX':
49000 L$
__ 26,680
Adjusted Sale Pnce Net Adl. -20.49'° Net Ad. -19.6°o Nei Adj. -12.4%
al Com ambles Grossed. 38.Sis 198920 Gross Ad. 52.Dio $ 201 000 Gras; AO. 34.6% ~£ 188,320
Summar otSalesCornpansonApproach All comparables are similar in style and utility to the subject pro ert ,are verified closed sales,
and are the best currently available. Limited sales of older homes on acreage have recent) occurred, re uirin and ex anded
search. Sales #1, 2. 8 3 had been
restored/up-dated. Surplus land was_adjusted Co? $7,5001acre for smaller tracts $6 5001acre
_
f_or the larger tract. An additional adjustment of 10 % was taken for the subject:s~arivate l ane access vs~aublic streets for t
he
comparable sales. AJusted range of value is $170,000 to $201,000, say $190,000. _
COST.APPROACHTO VALUE
Sue vawe Comments Site value from current assessment data and recent local land sales.
~-- - r-j - -- -
ESTIMATED i REPRODUCTIO'V OP-, R~PLNCEMEIVT COST NEW OPINION OF SITE VALUE - -
£ 800
Sowceofcosdata ~D.velling ~ R ~ £ $
~ uahry rating from cost service Etfeuve dale of cost dale S R
_ ---
~ m 5 - £
L"
- - - - -
Comnienls on Cosl ApptOach " mss hvui area calcuiallons, depieclauon. elc.) -- --- --
__
___
Cost Approach [from MarshalUSwift Valuation Service Gara9elCarporl
sq R
~ < s
_ _
• an ook and local cost anal sis was considered, but TotalEsumaleotCost-New
---
- -
deemed not credible due to the a ec,~of the_improvements. __ _ r-- -
Less
Phsslca~cilo - -- - - - --
nal~ txtemal
Site value from Market Data_ Depredation based on agellife, I
~ _
D
f
e ieclahon i
~
observed condition,_and Market Data Analysis. Estimated _
De neclaled Costonmprovements _
_ _ _
_
remaining Economic Life is 30-35_years__ __ _ As-IS"vawe orSnetrnplovemenis = £
INDICATEDVALUE BY COST APPROACH _ £ NIA
INCOMEAP.PROACHTO VALUE
Esllmated Monlhl Markel Rent £ NIA X Gress Rent MulllPher _ N/A =£ _ NIA Indlcaled Vehre 6y, Income A ~loach
Summary of Income Approach pncludulg support for market rent and GRMj NlA
Indicatetl Value hY: Sales Com parison dpi oach519~,000_COSt Approach (it developeU)S NIA Income Approach (Itdeveloped 5 NIA
Market Analysis consistence supports my opinion of market value. Cost Approach and GRM were found inappropriate for this
analysis. Greatest weight is applied to the Market Data Analysis. Supporting file information substantiates these estimates.
_
- -- --f--- _ _ - - ----- -- _----- ------- -
Thlsappraisal Is made U "as is" ~ sudlea to complenou per plans and spechlcauons on the bass of a Irypotheucal condmon that the IluprovemeNS have heel completed.
~j su0lect to the IollowmG repass or alterations on Ise balls of a hypolhehcal condmon Thal the repairs or allerBhons have been colnplel ed , J 5ubleC! to the. Inllowmy
Appraisal is for client only, nontransferable. _ _ _
F3ased on the scope of work, assumptions, lirniliny conditions and appraiser's certification, my (our) opinion of th e defined value of [he real property
that is [he subject of this report is 5 190,000_ _ _ as of 6 /1 412 0 11 _ jDOD1 _ _ _" _ _ , which is the effective date of [his appraisal.
_...._ _ ......_,. ......._..,.. . ,...,...,.. ,,,:.,, ,,, r,.,,..,.,,,, ,. ..
Page 2 0l + (FraP."'J Ge eia F P I° all I R I l 20
'r ,SI::JI_
S. W. Barrett Real Estate 8 Appraisal Services
Summary
Residential Anuraisal Rennrt ~,,,.., „ ~,~„
_ _ FEATURE _ ~ _ SUBJECT_ _ COt,9PHRABLE SALE N0. w _
X
- ~ ___COMPARABLE SALE ND. 5_
~ COIv1PFRABLE SNLE N0. o _ _ _
171 Peach Glen Road
338 Georgetown Road
Atlb,ess Gardners 17603 _ ~, Gardners 176D3 _
Proxuni~toSub~ec,
0.23 miles SSE __
_
Sale Pnce _ I g 5 272,000 g _ ~s
Saie PncelG,oss r-ro A,ea
--- j , 0.00 sq h
""
~ 163.46 s h g s h. _
g _
-- . ~ fl. --
Darasource(sl
- -- Inspection Multi-list
-
~
yeriBcauon sowcejs)
Crt.Hs.ReCOrds
Courthouse Records -- -.. _ _.. T ---- -
VALUE ADJUSTMENTS
, DESCRIPTION
DESCRIP710N .r-I
s~nirmme
_ DESCRIP _
TION I ~r? s aWwune,,i ~_ DESCRtPT10N __ i-;~pd~~„i,ne~~:
Sale o, Rnancmg None, Conv
Concessions
DOM 231
- - t
~----
DaieutSalefTime 6110 ~. i
Locauon
- --
Suburban _
-
Suburban rt -- -
. - -
~
--
~-
LeasehmtllEeeS,m ie
Fee Sim le
--
Fee Simple __
~
-- ___
_
-
-
__
- -
-
-
~ - -
--
~ -
sne
-- - -
9 Acres+/ ~
_ __
~
21 06 Acres+/-
-78,500 ~ -
, -
~ -
~
view ResidlCntrysd i
-- -
Des,nfsrle! 2Story
~ _
Resid/Cntrysd ~
StorL
~ _ _
~ _
r _
- --
_
uaii of Consuucuon
i Average/Frame_
' ___
Average
_
-
~
r -- ,_
-
-
--
-
Actual A e 100 Yrs+/
77 Yrs _
~-
_
~
- _
,
Contlnion Avera a
--- --
Above Graae t emnu a
~
.. ~ Avera e
~
i i e„~o nan~=
~
~_~
-~
~
_
loiai emms r
I
-t-
enou f _
- ~
_
~ ~a, _~
-- ~ ---
n ,;
~--
Room Cuum 7
, 3 1 5
-
G
40
00 ~ 1
00 71 3
1.5
~ _
__ .
~~-
t --
*-- -
sq ti
rossLrvin Area
.
9
-- --
~ 1,664
h
-- _ 9 4401
------ soh-
r _ sq h_;_
__
easement ~ F,mshetl
2 Partial Bsmtsl Partial Bsmtl 1,000 ! ~
Roons6e;ew G,atle ;Earth/Concrete Concrete
~ -10
000 ~ '.
_
wncbona; uti;i ~ 'Average _
Average , _ _ -.
_
_
_ _
Heaunc lCOOhn OFHA/CA
OHW/None
L~
_ - -r _
-
2,D00
-
--
--
- -rt
---
-
---
~
-
-
--
--
~
--
Energ; Efticienurens Typical ;Typical
'
~ _ _ ~ T
-~
Gara elCa, on ___ _
2 Car Garage _ ! 1 Car Garage
PorctdPauolDeck Porch/Balconyl
~ Brzwy/Deck/FPP
~ 6,000
0 _ _
~
_ _ _-_ _ _ _~ _ _ _
_. PatiolFP i _ ~
Amenities
None 'Storage Bldg ; _
-5,000
~
~
Access Private Lane
I Public Street -27,200 __
~ i
Nei Htliusm,eni (TOtaU _ _ _ _
~+ X i g
_~
102,260
- --~
i
g _ -
~~~ r-`-------
g
-
Ad(ustetl Sale Pnce
Net Add -37.6 ro
Ne, Adj.
Nei Ftl~ ---
01 Com aiabies i;ross Atl 51.21 ' g 169 740 Gmssnd /~ g GrnSSAtl ~0 5
Summa, olsaiescom ansonF roach _Fourth sale added as additional data from the di rect neighborhood.
Paye3 nl4 q,'R'")Genera ~ ,I aisalR n
~~al ~
Fderur, 9.0150
Scope of Work, Assumptions and L.imitfnc~ Conditions
Scope of work is tlehned br the Uniform Standards of Professional Appraisal Practice as " dte type and extent of research and analyses m an
assignment" In short, scope of work is simply what the appraiser did and did not do during the course of the assignment It mcludes, but is not
limited to: the extent [o which [he property is Identified and inspected, U[e type and extent of data researched, the type and extent of analyses applied
to arrive at opinions or conclusions.
The scope of this appraisal and ensuing discussion in this report are specific to the needs of the ckent, other identified intended users and to the
intended use of the report. This report was prepared for the sole and exclusive use of the client and other identified intended users for [he identified
intended use and its use by any other parries is prohibited. The appraiser is not responsible for unauthorized use of the report.
The appraiser's certification appearing h[ this appraisal report is subject to the following conditions and to such other specific conditions as are
setforth by the appraiser in the report All extraordinary assumptions and hypothetical conditions are stated in the report and might have affected the
assrynmcnt results.
The appraiser assumes no responsumry for nianers of a legal natwe affecting the property appraised or title mereto, rim does the appraisal render any opnuon as to the idle, which is
esswiied m be good anti marketaole. The property is appraised as though antler responsible ownership.
`L Any saetcn in Ihis report may show appmxinmle d;mensions and is included only to assist Ina reader m msual¢iny me piopeny. The appraiser has made tie survey of the pibperry
3 The appraiser is not regmred m gwe tesurnom_; ur appear in coon necause of Oawng made the appraisal vn[n relerenue Io the property ui question unless arrangements have been
previously made thereto
a. Neuner all, nor any pan of the cnnent at Ihis iepon. copy oI other media thereof pndudmg conclusions as lu the Groperry vakie, the itlenhry of the appraiser, piolessional designations.
oI me firm wile which the applaisei is connectetlj. shell tie used far any purposes by anyone hm the client and other unendetl users as itlemihed in Iles report, nor shall a be conveyed by
anyone to [he public through edvenising, public ielanons. news', sales, or other media, wilhom the written consent of me appraiser.
5 The appraisal will not disclose Ilia contents of this appraisal report unless requuetl by applicaUle law nr as speatietl in the Undone Standards of Protessional Appraisal Practice.
6 Inlormauon. estimates, and opmidns Iurnished to the appraiser. and contained tit the report, were obieinetl Irons sources consitleled ieliadle and Uetievetl to he uue and correct
However. no responsibility Ibr accuracy of such Hems Iurnished to the appraiser is assumed by Ih6 appraiser
7 Tne appraiser assumes Inat (here are no hidden oI unepparent contlwons of the uroperry, subsoil, or stiucwres. which would render a more or less valuable. Tne appraiser assumes
no iesponsihiluy tar such conditions, of for engineering oI testing, which might he required to discover such factors This appraisal is not an environmental assessment of the property and
should not be consitleled as such.
8. The appraiser specializes In me valuation dt teal property and is not a home inspector, building cdnlractol, suucmml engineer, or snnilal expert, unless otherwise noted- Tne appraiser
did not conduct the mtensme type of held obsaroauons of ine kind intended to seek and discover property detects- The viewing of the property and any improvements is for purposes of
developing an opinion bl the defined value df me property, given the inlentled use of Ihis assignment Statements regarding condition are based nn surlace dhservauons only. The
appraisal ciaiins no special expertise regarding issues mclutlmy. bw riot hnmetl to. fuuntlauon seltlemenl, basement molstiire problems, wood tlesiroyiny (or ohter) insects, pest mtestatioq
fad00 gas, lead based paldl. mold or edVlrbhmadta issues UIIe55 otherwise IhdlCaled. mechanical Syslelhs wale not acllValed or lasted.
This appraisal report snoulU not be used Iu disaose the contlnion of the property as n relates to the presencelahsence of detects. Tne client is invited and encowagea to emp~oy yualdied
experts to inspect and address areas of concern It negative conduions are discovered, hie opinion bl value may be ahected-
Unless otherwrsenoted, tl[e appraiser assumes the components that constitute the subject property improvement(s) are fundamentally sound and in
working order.
Any viewing of the property by ilia appraisal was tanned «I readily observaUle areas- Unless otherwise holed, attics and crawl space areas were not accessed- The appraiser did not move
lurmmie. Ilodr coverings or other items litat nmp resuict the viewing of the propert)~.
9- Appraisals involving hypothetical conditions related to completion of new consuuchon. repairs or alteration are based on Ina assumption Thal such completion, alteration or Iepaus wtll
be conipetemly peddimed_
10. Unless the inlentled use of Ihis appraisal speafieally mcludes issues of property mswance coverage, this appraisal should ndt De used for such pwposes. Reproduction of
Replacemem cost figures used ul [he cost approach are lo; valuation purposes only, given the imendetl use of the asvgnmenl. The Definition of Value used In this assignmem is unlikely
w be consistent with the dehnnion of mswable'dawe for property Insurance coverayewse-
11. The ACI General Purpose Appraisal Report (GPAR'"') is not intended for use in transactions that require a Fannie Mae 1o041Freddie Mac 70 form,
also known as the Uniform Residential Appraisal Report (URAR).
Additional Comments Related To Scope Of Work, Assumptions and Limiting Conditions
_..-,.NAN,u, ..E__~ ga. ve ux 23aar~,vnu ~rn,a~sE .r, . ,, ~.'ar._w.: nru a.,. o-~sor, ~.. isca
:~~' .ayu. u. ~ Ig~AP. "'i Generei Furiwse App~disal RErwil 121100
s~ ~s osuu:
RIc Nc 11-0150
Appraiser's Certification
The appraiser(s) certifies that, to the best of the appraiser's knowledye antl bebef:
1. The statemenu of lac! contauied m this repon ale uue ano coney
2 The reponetl analyses, opinions. and conclusions are unwed onl9 by the reported assumptions antl Innlling cdntlitions antl are the appraoer's personal, unpanial. and unbiased
prolessionai analyses, opuuons, ano aunclusions
3 Unless otherwise scaled, the appraiser i1aS fIU pieSenl 01 pro$pe C11Ve InteIBSl 10 the ploperp' (nal IS the Subject of Ihis repon antl Ilan ^0 per50na Illtelesl Wibl IESpeCI to llle paibes
uwdlved
J The appraiser has no bras wan respect tome prope«y ma[ rs tim slbiecl of tlus repon or to the parties Involvetl wun this assignment
5. The appraiser s engagement In mis assignmiau .vas not eonungent upon developing cl repornng predeteunineo Iesuhs.
6. Thy applmser's conipensanon tot compieiuiy this assignment is not conunyem upon the developmem of reporting of a predelermmed value or drtection In value roar favors Ne caus'e of
the Ghent, the amoum of Ine value upuuon the auammem of a shpulaletl result, or the occurrence of e subsequent event oueclly relared to the mlentled use or Ihis appraisal
7. Tice appraiser's analyses. opinions and concwsions were developed, and Ihis repdrl has beer, prepared, m con(onnuy wNt Ine Uniform Standards of Ptotesvonal Appraisal Practice.
6. Unless otherwise noted. the appmisel nas made a persona: Inspection of the property that Is the subject of this repon.
9 Unless noted below. nu one prov~dee slyniicam real pioperry appraisal assstance to the appraiser signing Ihis cenihcauon- Slgnihcaru real property appraisal assistance pruvitled b~
Additional Certifications:
Definition of Value: UMarket Value ~jOther Value:
Source oI Dehniuon USPAP - __- ----- -- ---------------
The most probable price in terms of money which a property should bring in 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.
AUURESS OF THE PROPERTY APPRAISED
171 Peach Glen Road
Gardners, PA 17324
EFFECTIVE DATE OF 1HE APPRAISAL June 14, 2011__
APPRAISED VALUE OF THE SUBJECT PROPERTY $ 190,000
APPRAISER
r ,_
~ )
Signature __ j ~} ,,/a---L~!i ~~ ,~-,(__ /~ ^ J.¢. . -- -
raame Cassandra J. Crockett ' _ _ -
--- -~~
- __ -__-
State Cenhicauon r~ RL001346L _ __ _____
of License r.
of Other (descnde) Sla e ;.
State PA - ------
Expnauon Dale of Certillcation of License 0 6130120 1 3
Dare of Signahue and Repom 07/151201.1
Dace otProperri'viev,my 06/1412011 __LO D~_ __ _-_ _ _
Deytee of pmpeny wecmng
U Interior and Extenol ~_~ Ealenol Only ~__f DId not personally view
,:r~~n,,
SUPERVISORY APPRAISER
Slynature ~"~--- `" ~~ / /
Name Steven W. Barrett, SRPA, SRA, ASA
Stare Cenihcauon r! GA000298L
or License ~ RB026921 A _ _
Stare PA _ ____
Expnation Date of Cendicahon or License. 06/3012013
Date of Slgnawre 07!15/2011
Dale of Property Viewing
- - -
Degree of pmpeny viewing
in(enor and Exienol ~ i Eweur,l GnlS U DIU not Uersonally view
~.ii__~. ~ e W 23 2, :,~.v:- rxeo ...m lor:n.~ov, 0 ~ ~:~-201C F ~sN s I
5^Peoe2ol2 rnPa[t ii,ri~r,,.~c~~,,,.,.......n,..~. iunmri ~iiiri~i
Ntu~
S. W. Barrett Real Estate & Appraisal Services
FLOORPLAN
Clienl:_Saidis, Sullivan 8 Rogers ___ _ _ Flle No. 11-0150
PrOpertyAddress:171 Peach Glen Road____ ______ Case No.
- - - ---
City: Gardners Sate PA 7Ip 17324
a
r
Bedroom -
Betlroorn
.':._I
n
earn
Gs[.
Betl:ocm
c. i N
2nd Floor
' semrnor ~ce•m~.e~~w~.
_ ___ - __ _
Comments.
31'
~ 4• Wrdp,
E
E -
ti i
°o
~ ~
m '
~._i _c
~~ c 7 1, _ ____ 1S_
~~ p ______ __ _______~
'I. _~-I~
m
i ~
_ .. _ m
4'
0
Family Room Pa Cio
6%
~~ Kitchen
pantry
~~
14'
AREA CALCULATIONS SUMMARY LIVING AREA BREAKDOWN
Code Description Net Size Net Totals Breakdown Subtotals
GLAl Firer Floor 1144.0 '~ 1149.0 Firer Floor
GLA2 Second Floor 756.0 756.0 24.0 x 13.0 312.0
P/P Wrap Porch 296.0 ', 38.0 x 6.0 ' 228.0
Porch 72.0 I 0.5 x 2.0 x 2.0 2.0
Patio 468.0 '. 4.0 14.0 56.0
Balcony 96.0 932.0 4.0 x 38.0 152.0
!, 12.0 x 32.0 389.0
4.0 x 2.0 I 8.0
!i 0.5 x 2.0 x 2.0 !, 2.0
', Second Floor
~
18,0 16.0
'! 288.0
29.0 19.0 ', 456,0
0.5 x 2.0 x 2.0 ' 2.0
I 9.0 x 2.0 8.0
a.s x z.o x z.a
', z.o
Net LIVABLE Area (rounded) ' 1900 13 Items (rounded) '' 1900
SUBJECT PROPERTY PHOTO ADDENDUM
- -
aien[ 5aidis, Sullivan 8 Rogers _ _ _ __ _ _ _ _ _ _ __rile No. 11-0150 _____
- _ _
~ropertl, Address: 17.1 Peach Glen _Road__ _ ___ Case No.:__ _
itv Gardners _ State PA Zi :17324
FRONT VIEW OF
SUBJECT PROPERTY
Appraised Date: July 7, 2011
Appraised Value. $
REAR VIEW OF
SUBJECT PROPERTY
STREET SCENE
Client: Saidis, Sullivan 8 Rogers Flle No.: 11-0150 _ _ _ _
-- --
Pi0 ert Address:171 Peach Glen Road -
-~~-- -----. - _ -- ---- ----- Case Na _ _
- _ __-- _-
-- - -
Cit Gardners State: PA ZI :17324
right
- -~ i
it
I
~ -
rear
,~
yarage,rear
CIiEnC Saidis,_Sullivan 8 Rogers File NO 11-0150
-- --- _--
Pro~erty Address: 171 Peach Glen Road ____ Case N0
--- -- -- --- - . -- - _ -- p - --
C~C .Gardners State: PA ZI 17324
private stone/gravel lane
from Peach Glen Road
RR tracks to rear of site
stonelgravel lane
., _ ,i so~v. r,e. BpJ 2li 9i2~w~n:~.acrc.ec ~om
CIIenT. Saidis, Sullivan & Roc~ers_ _ _ _ _ ____, File No. 11-0150_
- _ _
Property Adtlre55 171 Peach Glen Road _. ___ Case No
City Gardners -- - ~- -- - SIaIe PA Zlp 17324 - - -
acreage
~~oa,cee usngro solrz,em 6fA 2la eiz'vr:u aowet m-.
Client Saidis. Sullivan & Rogers Flle NQ 11-D150
Property Address.171 Peach Glen Road ___ _ Case No.
('in~ r ~.~„a.~ S[a[e. PA Zin~ 17324
acreage along private land to homesite
ClienT. Saidis, Sullivan 8 Rogers__ ____ _ __ __ _ _ File N0. 11-0150
Property Address 171 Peach Glen Road _ _______ __._ _ _ Case No
City: Gardners _ Stale. PA Zip 17324
COMPARABLE PROPERTY PHOTO ADDENDUM
Ciient Saidis, Sullivan 8 Rogers _ _ _ _ _ File No.: 11-0150
- -
Pro ert' Address 171 Peach Glen Road - --- --
---_- __ ____ Case No.:__ _
Cit :Gardners State. PA 71p 17324
COMPARABLE SALE #1
886 Goodyear Road
Gardners 17603
Sale Date. 6111
Stile Price: $ 250,000
COMPARABLE SALE #2
1587 Town Hill Road
York Springs 17372
Sale Daie: 4110
Sale Price: $ 250,000
COMPARABLE SALE #3
1420 S.Mountain Road
Dillsburg 17019
Sale Dale: 7110
Sale Price: $ 215,000
l.U1VIYHKHtSLt YKUF'tK I Y NHI 11 U 1.1 nl ~F-ninl lnn
Client 5aidis, Sullivan 8 Rogers _ _ _ Fiie No. 11-0150
P~erl~Address 171 Peach Glen Road -------
- - - ---- --------- -----Case No.: _
Cit Gardners _-- State: PA - -7i :17324 _-----
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COMPARABLE SALE #4
338 Georgetown Road
Gardners 17603
Sale Date: 6110
Sale Price. $ 272,D00
COMPARABLE SALE #5
Sale Date:
Sale Price: ~
COMPARABLE SALE #6
Sale Date:
Sale Price: $
LOCATION MAP
Client: Saidis, Sullivan & Rogers__ __ _ File No., _11-0150 ___
Property Address: 171 Peach Glen Road ___ _ ___ CdSE No.: _ _
Cit :Gardners Stale: PA Zi :17324
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Comparable Sale 3 !
it s....,,~
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142D S Mountain R.d ~
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~ Dillsburg, PA 17D19-y?18
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Comparable sale 1
88o Goodyear Rd ' ss.s
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1
11
11
Gardners, Pu. 17324-yD32 I.
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1
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171 Peach Glen P.d G d 1~~,
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Gar
_rs, PA 17324-8y52 - Comparable Sale
2 '
'
- - ___ ~, 3 i 1587 Town Hill Rd f
`'---5[erncrs 'cork Springs, PA 17372-89D3 ~.
j
l~,4D miles EIdE~
Curn
parable Sale 4 '"
ie. £i~t:r u:
338 Georgetown Rd c~,y;.,l -9~'
Gardners, PA 1'0:'4-90b5 I Jmrlle i
(D.23 rnilE :SSE) '
~
Gardners
Yak
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h:Icna110Tovan5l~iN s°
i.~~,
3endcrst'ilic
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i
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'(-
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. ~ 5.5 tr,ih.
******""* QUALIFICATIONS **'k*'~****
~ The following checked items are SPECIFIC SPECIAL CONDITIONS that were identified by this appraiser during the
inspection of the subject property, the comparables sales, and their neighborhoods and locations. Unless otherwise
noted, the conditions that apply to the subject property or the comparable sales used DO NOT AFFECT THE MARKET
VALUE OR THE FUTURE MARKETABILITY OF THE SUBJECT PROPERTY BEING APPRAISED. This is not a home
inspection service. This is an appraisal to estimate market value.
!I _1. The subject is located in a rural area and is less than 25 % built-up.
2. Commercialllndustrial uses are located within the subject's neighborhood. These uses are typical of similar
neighborhoods.
_x_3. Vacant and undeveloped land uses are located within the subject's neighborhood. These uses are typical for
the area.
_4. The predominant value in the neighborhood is less than that of the market value of the subject property. This
is due to the very wide range of value of properties in the area and superior quality of the subject property.
_5. The subject property is located in a F.E.M.A. Identified Flood Zone. Flood insurance coverage is required and
suggested.
_6. Dampness is noted in the basement of the subject. Standing or running water was not present on basement
floor. This condition is considered typical in dwellings of this style.
_x_7. The subject property is serviced by private well andlor septic systems which is common for the area.
_x_8. The subject is older than five(5) years. All mechanical systems including the heating, electrical and plumbing
systems appear upon a visual exterior inspection to be in working order. No warranties are implied in this statement.
9. Repair items were noted in the comments section of the report. These comments on repair items are for
descriptive purposes only and are not required repairs. The items listed are cosmetic in nature.
_x_10. The basement floor is a dirt floor. This condition is common and typical for the area. and does not pose a
health or safety hazard.
_11. The subject property does contain functional obsolescence as noted in the report. This condition is
considered typical and common for the area and this style dwelling.
I', _12. The land value exceeds 30% of total value due to the high demand for vacant land in this neighborhood. This
condition is considered common and typical for the neighborhood.
_x_13. The land value exceeds 30 % of total value. This is due to the large size of the site. This condition is
considered to be typical and common.
_x_14. Individual adjustments were required that exceed 15%. These adjustments were required due to lack of more
similar comparables on that individual rating. All comparables used are the best available.
_x_15. Total adjustments exceed 25%. This is due to the lack of comparable sales that were more similar in the
subject's market area. All comparables used are the best available.
_x_16. One or more comparable sales are older than six(6) months. Although there are comparable properties in the
subject's area, none have sold recently; therefore, sales in excess of six(6) months have to be used. All comparables
used are the best available.
_x_17. One or more comparables used were in excess of one (1) mile from the subject property. Although there are
comparable properties in the immediate area, none have sold recently. Therefore, it was necessary to use comparable
sales outside of the immediate area. All comparables used are located in similar neighborhoods and within the same
marketing area. All comparables used are the best available.
_18. The electrical system was not connected during inspection.
19. The water service was not connected during inspection.
20. The heating system was shut down during inspection.
i _21. Roofing_Plumbing__Electrical_Heating_certification(s) is/are suggested.
_22. Inground swimming pool-, out buildings are included ,not included according to lender's
guidelines. -
_23. According to lender's guidelines a maximum of_acres were considered for this valuation. Remaining
acreage was given no value.
F~~zNO 11-olso
**~""***** QUALIFICATIONS *~t'~******
24. The subject property is located on a private road.
_25. Wood infestation inspection is suggested,
~ _x_26. Last recorded deed transfer: Date_3/15/1984_, Consideration: $1.00 I
_27. Proposed constructionlrenovation in accordance to plans and specifications to be completed in a workman-like
manner.
_28. Seller is paying part or all of closing costs.
_x_29. All comparable sales are verified closed sales.
_x_30. There are no special conditions or other requirements that would affect market value or future marketability in
the Appraisal Report.
_31. AMC fee was required in order to accept this appraisal request.
i ~
i
i
i
I
IJV
*'~"****** QUALIFICATIONS *********
Confidentiality and Security Policy
We consider privacy to be fundamental to our relationship with clients. We are committed to maintaining the
confidentiality, integrity and security of clients' personal information. Internal policies have been developed to protect
this confidentiality, while allowing client needs to be served.
We restrict access to personal information to authorized individuals who need to know this information to comply with
federal standards to protect your nonpublic personal information. We do not disclose this information about you or
any former consumers or customers to anyone, except as permitted by law. The law permits us to share this
information with our affiliates. The law also permits us to share this information with companies that perform
marketing.
When we share nonpublic information referred to above, the information is made available far limited purposes and
under controlled circumstances. We require third parties to comply with our standards for security and confientiality.
We do not permit use of consumerlcustomer information for any other purpose nor do we permit third parties to rent,
sell, trade or otherwise release or disclose information to any other party.
Education
As of the date of this report, l and/or Steven W. Barrett, SRPA, SRA, ASA have completed the requirements under the
continuing education program of the Appraisal Institute and the American Society of Appraisers.
Estate Valuation
Date of Death: 06;14/2011
Valuation Date: 06/14/2011
Processing Date: 09/01/2011
Shares Security
or Par Description High/Ask Low/Bid
1) 37.857 CAPITAL INCOME BLDR FD (140193103)
SH BEN INT
Mutual Fund (as quoted by NASDAQ)
06/14/2011
2) 11.723 CAPITAL WORLD GROWTH & INCOME (140543109)
COM
Mutual Fund (as quoted by NASDAQ)
06f14/2011
3) 88.721 INVESTMENT CO AMER (461308108)
CL A
Mutual Fund (as quoted by NASDAQ)
06/14/2011
Total Value:
Total Accrual:
Total: $4,913.54
Estate of: Estate of Elaine Slusser
Report Type: Date of Death
Number of Securities: 3
File ID: Slusser, Elaine Estate
Mean and/or Div and Int Security
Adjustments Accruals Value
51.90000 Mkt
51.900000 1,964.78
36.98000 Mkt
36.980000 433.52
28.35000 Mkt
28.350000 2,~i15.24
$0.00
$4,913,54
Page 1
This report was produced with Estateval, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.1.0)
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ELAINE D BLUBBER
PATR/C/A K FELLENBAUM
Balances
Account # 1161112944
tarnea trns Panda $ 0.02 Patd Last Year $0 ~
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Service Fees -Itemized Date # Transactions Fee Total
.„r t i ; i ~
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DIRECT pEP SIT DISCOUNT 0713/11 1 15 00 $15 Op
Total
- 50.00
Account Activity
Date Descrlptlon
014 Baylnnlnp Balance
Addltlonts 8u6tractlons Balanco
..._ 51,136.07
112.
IN CASE OF ERRORS OR QUESTIONS ABOUT YOUR ELECTRONIC TRANSFERS
CAI.,L YOUR CUSTOMER SGRVlC6 CF;N'fER Al"'1'I-IE NUMBER St-IOWN ON TF{E TOP OF YOUR STATEMENT QR WRITE TO THE. BANK
FOR DEBIT CARD ISSUES:
Sovereign Bank
Attn: Card Disputes Team
MAl MB3 02 US
P.O. Box 831002
Roston MA 02283-1002
FOR ALI, OTHER ISSUES:
Sovereign krtank
Attu Client Relations
f 0-42 i -CR
P"O. BOX 12646
READ1Nt3, PA 19612.2646
Please contact us if you think your statement or receipt is wrong or if you need additional information about a transfer on the statement or receipt.
We must hear from you no later than 60 days after we earn you the F1EtST statement on which the error appeared.
• Tall us your name and account number. • Describe the error or the transfer that you arc un9ure about and explain as elcarly es you
• Toll us the dollar amount of the suspoaed error. can why you believe there is en error or why you need further information.
If you tell us droll}', we may require you W sand your complaint or question in writing within 10 business days.
Wt wilt promptly ;nveetigatc the matter and call Or write to you with an answer within I U business days (10 calendar days in Massachusetts). if we
need more time, we may take up l0 45 days to investigate your eompteint or question. tf wo do we wtl] credit your account within t}tis 10-day period
for the amount you think is in error, so you will have a use of the money during the lime it fskey us tp complete our investigation. If we ask you to
put your complain[ or question in writing and we do not receive it within 10 lxtstness days, we may choose not to eredil your account.
For errors involving new accounts, polar aF salt purchases or forcigrt trensactions; we may rake up to 90 days to investigate your complaint or
question, For new accounts, we may take up to 20 business days to credit your account Par the amount you chink is in error.
We will tell you the results of our investigation within 3 business days after eompltting our invcsri&arion tf"wc decide them was no attar, we will
Bond you a warren explanation. You may ask for copies of the documents we used in our investigation.
tmf-orunt laforntrtlon about your Sovereigu Uebit Gtd
The networks through which some ofyour Sovereign Debit Card purchases ere processed have tx:gun allowing merchants to roceSS your purchases
without either a signature or a PIN. tf you ere not required to enter your P1N wh®n you make a purchase, your purcha9c ma be~ pprocessed ctthe,
through the Visa network or through the STAR or NYCE networks. Ifyour ~~urchaac is processed through STAR or NYCl~ditferent terms apply
and you wilt not be eligible for the righ[s and protections available through Vtso. Please sec your Personal Deposit Account Agreement for more
information
page 3 of 3
Chi 7Cl!-~J
289102S3B5
::ountry Meadows Associates 10D5, _~
Pay to: ESTATc Or cLAWE SWSS~R Date: D7121/201 i Amt: ~24i.35""
MEMO INV. DATE iNb'. NUMBER INV. AMOUNT .DISCOUNT NET AMOUNT
RESSDENT REFUND 06/01/2011 BLUBBER, E 241.35 241.35
ELAINE BLUBBER _
9044/86297
ESTATE OF .ELAINE SLUSS£I'
C/G PATRI CIA FELLENBAUM
45 WHIPPORWILL DR
LANCASTER, PF. 17603
Cjoue~c~n ~'~K
ELAINE D SLU55ER
PATR/C!A K FELLENBAUM
Deposit ACCOUnte Account Number Average Dally Balance Current Balance
SOVEREIC~hi tNTEfdEST CHECKING _ ~88'itf25395 $~ dBA 74 ,., $1..273.02
SOVEREIGN PREFERRED CHECKING 1181112844 ~ $1 558.97 $2,172.02
Total Deposit 53,385.04
Balances
~,,,. .
I~ irtn ';B1i~SrkCoe 53,055.D0 _ `1GurdwtT~Balance •' _
D® oaHn/Credltb + 81,273.02 Average Oeily Balance ~ ~ I ., $1.2'1°3:02
'IKVlthdtlaw ~ ~ !3 055 00 $2 864 70
_, .. ,. ,
interest
Paid hie P®rlwd • ;, ~ ; _
S D,02 ` Wrtntt>!It Percent ri+Y'letd ~altati~el
Earned this Period $ 0.02 _ Paid Last Year 4..01°!0
"The Interest earned and the fniereat paid may drffer depending an when Inter~esl i®
to your account.
Service Fees ~ Remiz®d
Date ~ Transactions pay
,.~Qh6TFit_Y~~IA/41NTEJyAIVCE FEE
07/~jtrq~ - ' Total
,
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S WAI D 07/13/11
. _
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Account Activity
Date Doscriptlon
AddQtfons 8ubgactiona
Balance
OB-1a Beg}nning Balance
08-22 Lis TREA6URY 303 XXSOC'SEC O~S2211 ~ rr 83,055.00
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PATRIClA K FELLENBAUM Account # 2891025385
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TIAA
CREF
FiNANCtAI SERVICES
FOR THE GREATER GOOD'
August 30, 2011
~nt~~~~n~~~ini~n~n~~u~i~~~
Estate of Elaine D. Slusser
C/O Cayle D. Swindler
635 North 12th Street #400
Lemoyne PA 17043
PST6609'_i54
Re: Valuation of Annuity Contract(s)/Certificate(s) at Decedents Date of Death
Dear Cayle D. Swindler,
You have requested the value of the annuity contract(s)/certificate(s), held by TIAA-CREF, on the date of
death of Sandis, Sullivan & Rogers. This statement has been prepared for you based on the following
information:
Name of Decedent: Sandis, Sullivan & Rogers
Decedent's Date of Birth: 06/24/1935
Decedent's Date of Death: 06/14/20] 1
VALUE OF ANNUITY CONTRACT(S)/CERTIFICATE(S) AT
DECEDENT'S DATE OF DEATH
Contract/Certificate Date of Death
Number Value of the
Contract/Certificate
1H34792- 52,426.00
Total Date of Death
Value X2,426.00
Investment in
Contract Total Value $275.89
If you have any questions or need additional information, please call us at 888 380-6428, Monday to
Friday from 8 a.in. to 7 p.m., (ET). One of our consultants will be happy to help you. If you're hearing
impaired and are a TTY phone user, please call us at 800 842-2755.
Sincerely,
~~ SPl1G~000.d / 2x112
Beneficiary Services Team
TIAA-CREF Individual & Institutional Services, LLC Member FINRA, SIPC. BENEBLTND - VD
Headquarters: 730 Third Avenue, New York 10017-3206 Tel: 212-490-9000