Loading...
HomeMy WebLinkAbout06-22-12._I REV-1500 EX (ot_to~ 150.561,0140 PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 INHERITANCE T ENTE Harrisbur , PA 17128-Og01 qX RETURN Coun R DECEDENT INFO RESIDENT DEC ry Code Year Social Securit RMgT10N File Number y Number BELOW EDENT 2 I, 1 2 2 O 4 Date of Death MMDDyyyy 0 1 7 0 2 6 9 6 9 2 Date of Birth Decedent's Last Name ~ ~' 2 3 2 p 1 2 MMDDYYYY 0 1 0 3 B E A M E R suffix 1 9 2 6 Decedent's First Name (If Applicable) Enter Surviving Spouse's Information Below B E T MI Spouse's Last Name T Y C Suffix Spouse's First Name Spouse's Social Security Number MI THIS RETURN MUST BE FILED IN DUP~ICgTE WITH TH FILL IN AppROPRIATE OVALS BELOW 0 1. Original Return REGISTER OF w~LLS E ^ ^ 2• Supplemental Return 4. Limited Estate ^ ^ 4a. Future Interest Com 3• Remainder Return (date of death 0 6. Decedent Died Testate death after 12.12.82 r°mise (date of ^ Prtor to 12.13.82) (Attach Copy of Will) ^ ~. Decedent Maintained a 5• Federal Estate Tax Return ^ 9. Litigation Proceeds Received Livin Required ^ (Attach Copy of Trust) g Trust 8. Total Nu 10. Spousal Povert tuber of Safe D CORRESPOND between 12.31 y Credit (date of death ^ ePosit Boxes Name 11• Election to tax under Sec. 9113(q) ENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND C (Attach Sch. O) M U R R E L W A L T E R S I ONFIDENTIADa~Amle TeRepho10e NuOULD BE DIRECTED TO: I I E S Q tuber 7 ~ ~ Ate--:. 6 ~~ 4 5.a 5 Or ~. First line of address ~-~- r ~ ~ ' ~ REGISTER ~• ~ ~- L$ USE ~y ' ' - 5 4 E A (-- ~ .. S T M A I N ~t ti - Second line of address S T R E E T c ~- ~ . Vic. :~ T_ City or Post Office ~~ .-ri Q M E C H A N I C S B U R G state ZIP Code 4 DATE FILED Correspondent's e- P A 1 7 0 5 5 mail address: Under penalties of it is true, correct anderjury, I declare that I have examined complete. Declaration of this return, includin ATURE OF PERSON RE Pfeparer other than the g accompanying schedules and statements, and personal representative is based on all information of which `> - ~ ..Fq}~~C. G RETURN to the best of my knowled A A R ~s _' preparer has any knowledge belief, ~BET~ M P O T T I ~ .. ~ „\ SIGNATUREOFP P E ' AIRFIELD .DA 1v , TER AN REPRESENTATIVE S T C A R L I S L E ADDRESS J P A ]J ,7 ~ 13 MURREL ~f DA • W LTERS, III, 54 E. MAIN STMECHANICSBURG ~ ~v ! z PLEASE USE ORIGINAL FORM ONLY - PA 1,7055 L 1505610140 Slde 1 150561,0140 ~,~ J 150561^24^ REV-1500 EX -~..,.~~ ~~ s Name: B E T ~' ~' RECgpITULgTION ~ BEA MER Decedent's So i c al Securit 2 Y Number 1. Real Estate (Schedule A ......... ^ 4 2 6 9 6 9 2 2~ Stocks and Bonds (Schedule B) ~ • ~ ~ ' 1. 3. Closely Held Cor • ....................... poration, Partnership o ~ 2. ^ . ^ ^ r Sole-Pro 4. MO~9ages and Prietorship (Schedule C Notes Rec i ) 3 e vable (Schedule p) ' 5. Cash, Bank D ••••"'~••• e •• posits and Miscellaneous P • • • • 4. ersonal 6• Jointl Property (Schedule E ....... 5. P Y• Inter-VivOos 7• & (Schedule F) ) ~ ra (errs (Schedule [;) Miscellaneous Separate Billing Requested Non-Prob ^ ' ^ ^ . • • ate Property 6. g ^ Separate Bi . • • 8 2 7 8 . lling Requested . • Total Gross Assets (total Lines 1 thro • 7. ~ • 7 • 4 ~ ugh 7 9• Funeral Expenses and ) ~ • ~ • ' ~ • • • • • Administrati ~ 8' • ve C 10 p osts (Schedule F-I) ebts of Dec ~ ' 8 2 7 8 7• 4 7 edent, Mort • • • gage Liabilities, ~ ' • 9. and Liens S 2 8 ( 11. Total De chedule I) ductions (total Li ~ 1 8 . 3 5 nes 9 and 10) ~ ~ ~ 1p• 12. Net Value of •••~~~~•~~"~~~•• E 1 1 8 2. 7 5 state (Line 8 minus Line 11) 11. 13. Charitable and Gov 4 ^ ernmental Be ' ~ ~ ~ • an election to tax has not been quests/Sec 911 • ~ ~ ' ' ' • • ~ ~ ~ • .. 3 Trusts for ~ ~ 12. mad ^ 1' • 1 ^ e (Schedule J) which 14. Net Value Subj • ~ " 7 8 7 8 6. 3 7 ect to T ~ • • • • . ax (Line 12 • . 13. TAX CALCUL minus Line 13) ATION -SEE I 15 ~ • ' ' . NST ' • Amount of Line 14 RUCTIONS FOR App • ~ ~ • ' ' ' • • • • 14. at the s taxable LICAgLE RATE 7 8 7 S transfer~~ nder Sec. te, or 9116 8 6 . 3 7 (a)(1.2) X.0 16. Amount of Line 4 taxabl e ^ . ^ ^ at lineal rate X .045 15 1 ~• Amount of Line 14 t xa able 7 8 7 at sibling rate X 12 8 6 3 7 ^ • ^ ^ • 18. Amount of Line 14 16 at collateral rate Xt15 ble 0 . ^ ^ 3 5 4 5. 3 9 1 ~. 19. TAX DUE ^ ^ ^ ^ ' ^ ^ ............... 18. .... . ..... .. 19. 20. FILL IN THE OVAL IF YOU A 3 5 4 5 • 3 9 RE RE QUESTING q REFUND OF qN OVERPgyMENT L 150561^24p SIde2 150561^24p J Aye ,3 Decedent's Com DECEDENT'S plate Address: NAME F~~e Number BETTY C BEANIER 21 12 0170 STREETADDRESS 1524 W, TRINDLE ROAD CITY CARLISLE Tax Payments srArE 1 Tax Due Pa and Credits: PA 2 ( ge 2, Line 19j Credits/Payments A. Prior Payments B. Discount (1) 3 Interest 4• If Line 2 is greater than Line 1 + Total Credits (q + B ) Fill in oval on pane 3, enter the difference. This is the OVERPAYMENT. ge 2, Line 20 to request a refund. 5• If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. ZIP 17015 3 545.39 (2) 0.00 (3) (4) (5) Make check payable to: REGISTER 0.00 3 545.39 p~EASE ANSWER THE FOLLOWIN OF WILLS' AGENT 1. Did decedent make a transfer and: G QUESTIONS BY PACING AN a. retain the use or income of the property transferred; •• ~,X„ IN THE gppROp b. retain the right to designate who shall use the pro e RIATE BLOCK$ ............................................. Yes c, retain a reversiona P rty transferred or its income; No d• receive the ro ry interest; or ••••••••••••.......,, ^ ^ ................ X .............................................................................. 2 If death occurred afterDece'meber12er ••~••"""'•~••••••••••....... [] Payments, benefits or care? 0 without receivin ~ 1982, did decedent transfer ro • ~ ~ ^ gadequateconsideration? „ ~•••• ^ 3 Did decedent own an "in trust for" or p Party within one ••~•••'•'•"•'• ^ year of death X 4 payable-upon-death bank account or securit Did decedent own an individual retirement account, annuit o ^ contains a beneficiary designation?..,•• Y at his or her death? y rothernon-probatepropert , ~~•'•'•" ^ ^X IF THE ANSWER TO ANY OF THE ggpVE Y which ............. .................. . ................ X QUESTIONS IS YES, YOU ^ MUST COMPLETE SCHEDULE G or dates of death on or after Jul 1 percent [72 P.S. 9116 y ' 1994, and before Jan. 1 AND FILE IT AS pgRT OF § (a) (1.1) (i)], , 1995, the tax rate imposed on the net value of trans THE RETURN. ~r dates of death on or after Jan. 1, 1995, the tax rate im 2 P.S. §9116 a ) ()] The statute does not exempt a trans tars to or for the use of the survivin ng a tax return arelstill a Posed on the nef value of transfers to or for the u 9 spouse is r dates of death on or afteplJulbll even if the survivin far to a surviving spouse from tax, and the statutoe fervivin The tax rate imposed on the net value of tra g sp°use is the only beneficiary. 9 spouse is 0 percent Y 2000: -doptive parent or a ste y quiremenfs for disclosure of assets and nsfers from a deceased child 21 pparent of the child is 0 he tax rate im percent [72 P.S. §9116 a years of age or younger at death to or for the use of a natu 2 P S posed on the net value of transfers to or for the use of the decade ' §9116(1.2) [72 P.S. §9116(a)(1)]. ral parent, an tie tax rate imposed on the net value of transfers to or for the nts lineal beneficiaries is 4.5 action 9102, as an individual who has at least one Percent, except as noted in parent in commontweth the de edebtl whethe~ percent [72 P,S. §9116(a)(1,3)], gsibling is defined, under by blood or adoption. pennsy-~ania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: SCHEDULE F JOINTLY-OWNED PROPERTY If an asset was made joint) o FILE NUMBS-R: - Y caned within one year of the decedent's date of death, it must be retort 170 SURVIVING JOINT TENANT(S) NAME(S) A ed on Schedule G. A. MARGARET M. POTTEIGER B. LORRAINE SHELLER C. 67 FAIRFIELD STREET CARLISLE, PA 17013 2023 W. TRINDLE ROAD CARLISLE, PA 17013 ADDRESS JOINTLY-OWNED PROPERTY: ITEM LETTER DATE FOR JOINT MADE NUMBER TENANT INCLUDE NAME OF FINANCIAL DESTI TUTION AOND BA~ I<AC COUNT NUMBER OR SIMILAR JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. 1' A• 2/12/10 MCHECI( NG T FEDERAL CREDIT UNION 2' A 1/18/11 MEMBERS 1 ST FEDERAL CREDIT UNION CD 3• A & B 1/15/10 1524 W. TRINDLE ROAD CARLISLE, Pq 17015 4, A PER APPRAISAL OF B-I-I APPRAISAL SERVICES 1987 M&T BANK CHECKING RELATIONSHIP TO DECEDENT DAUGHTER DAUGHTER DATE OF DEATH VALUEOFASSET ~~ OF DECEDENT'S INTEREST 61,558.19 50. 25,059.57 50. 112,000.00 33.33 4,297.95 50.I TOTAL (Also enter on If more space is needed, use additional sheets of a Line 6, Recapitulation) $ P per of the same size. DATE OF DE VALUE OF DECEDENT'S INTEREST 30, 779.10 12,529.79 3 7, 329.60 2,148.98 7 •+vl YII;C$ File No 200112 Property Address; 1524 W, Trindle Road Carlisle, Pa 17015 Prepared For; Estate of Betty C, geamer 1524 W, 7rindle Road Carlisle, Pa, 17015 Prepared qs pf: January Z3, 2012 ~~!'~- •- ~ `~ ~ ' ~' Services ~- INVOICE B-H Agency Appraisal Services ~• Arthur Calaman 163 N. Hanover Street Carlisle, Pa. 17013 Estate of Betty C, B Margaret Potteinger 1524 W. Trindle Road Carlisle, Pa. 17015 File No 200112 0200112 02/17/2012 ~' ~' January 23 2012 ' N/A ~ , ; Purchaser/Borrower N/q N/A ~ ~ ~ • 20-6320981 (717) 243-1000 ext 216 Property gddress 1524 W, Trindle ~__ Road City Carlisle ~----- Unit No. N/~-_ County Cumbe- Subdivision N/q Legal Description see A State Pa ttached Deed Copy from Instrument # P0~e1= 201001501 ** Zip Code 17015 _ --_ Owners per Deed: Be -~___ nY C• Bedmer / Lorraine C. Sheller / n~a.,,__. Appraisal Fee Amount Mail or Handling Fee ....... ~ .. ........... ....... .......... .......... .... . - . ~ ~ ~ ~ ~ " " ' ~ $ $375.00 (PAID) Additional Charge No. 1 ..... .. $ ~ Additional Charge No. 2 -- ... $ i Additional Charge No. 3 --- ~ -~__ .... ... $ Sales Tax ( ~ -~--~ Comments: Paid In Full Total ( by Executrix, Amount of Invoice g Margaret Potteiger) at Time of Inspection.... 375.00 (PAID) ~~ Thank You! 'l7 i, ---_____ ~" ~ ----- ~, - ---__ R-H NOT TO BE USED FOR MORTGAGE FINANCING PURPOSES The purpose of thfs summa RESIDENTIAL SUMMARY App File No. 0200112 Property Address 1524 w, ry aPpralsal report is to provide the client with an accurate, and adRegl$gL REPORT ~9e #4 Borrower i(a 7rindle Road ( pplicable) N/q quately supported, oplnion of the Frle # 0200112 Legal Description See Attached D City Carlisle market value of the sub' Assessor's eel COPY from Instrument #201001501 f P* blic Record Estate of B IeCt property, Parcel # 21-23-0585-005 etty C. Reamer ** State Pa Zip Code 17015 Neighborhood Name N/A Owners per peed: Be Count ttY C. Beamer Y Cumberland . Occupant Owner lax Year 2011/2012 / Lorraine C. Sheller /Margaret M. Properf Tenant ®Vacanf Potteinger y Rights Appraised MaP Reference (21) 23-0585- RE. Taxes $ 1,726.00 Assignment Type Fez Simple Leasehold Special Assessments $ None Known 005 Tax Map Census Tract 0118.03 (m/L) Purchase Transaction Refinance TranOsacfio describe) PUD Is the subject property currently offered for sale or has if been offered for sale in the twelve HOA $ N/q Report data source s Other (describe) To Establish Value for Estate p ~ pet year per month Ousel, offering price(s), and dates . O CPML shows nor months prior fo the effective date of th Srposes Fhe purpose of this a ecord of for sale, listin Ppraisal? This report reflects the Pollowins to deve(lo 9 or otherwise in the past 12 ~ Yes ®No p an opinion of Market Value (as defined), or months for the sub' g value i(not Current, see comments lect address Approaches developed for this a Other (describe) Intended Use To establish mospPraisal ®Sales Com ) Current (the Inspection Dafe is the probable " Parison Approach Cost A Effective Date) Beamer, which was Janus Market Value" as defined b PProach Income A Retrospective Intended Users ry 23~ 2012. Y USPgp (contained within PProach (See Reconciliation Comment sand Sctope of Work) _ O Iby name or type) Estate of Be this report) as of the Date of Client Name Estate of Be m' C• Beamer and DeaUr of the d Client Contact Ma tty C• Reamer °~er Potential Intended ecedent Betty C. rgaret Pottein er, Client Address Users as to be determined b A raiser Name G. Arthur Calaman, Pae Cert # 17 243-1196 1524 W y the Client Client Email Trindle Road, Carlisle, Pa. 17015 Note: Race and the racial com osition of the nei hborhood are not a N/A Nei hborhood Characteristics A raiser Address B-H Agen Location raial factors. ~ Appraisal Services 163 N. Hanover St. Carlisle, P , ^Urban ®Suburban a 17013 Built-up Over 75% ^Rural One-Unit Hous® Trends 25.75% Property Values Q Increasing Stable _ Growth Rapid Under 25% Demand/Su One-Unit Housin Neighborhood Boundaries Stable Slow PPIy Shortage ^ Declining PRICE Present land Use % Subject is situated east of theting Time In Balance Over Su AGE One-Unit 7S % Pike; to the east b Under 3 mfhs 3-6 mfhs PPIy $ (000) Y Old Stonehouse Carlisle Boro, and is 63k (yrs) 2-4 Unit 3 % Neighborhood Description Sub'e Rd; to bound Over 6 mfhs * the south by S.R. 74; ed to the north b 0 to the west b Y the Pa T- Low * Multi-Family 1 properties nearb . I I ~ rs situated in a mainly residential nei h y 181. 445k* High 100+* % Y Ma'or roadways, employment, sho g borh 140-170* Commercial 10 % are present and ale Ppin , °Od of mixed Pred. 40+* Market Conditions (incQ dine fopphe area. g and schools are within reasonab eldrivigle family Pro Other 11 % perties, but with a couple of commercial interest rates are flu g su ort for the above conclusions 9 distance. Utilities as ctuatin ) Em b well as fire and police protection much of a d 9 and activity is slow, P Yment, mtg rates,& inventories have remained fairly stable in the area ecline in values as in other the market is sbw, Dimensions 140.0 F x parts of the nation. but stable, gppr~iation has had no increase over the 602.0 L x 167.5 Marketing time for similar ro .and although Specific Zoning Classification B x 620.0 R P Perties would Past 2 years, but I haven' Zonin VC Area 2,16 gQeS be 90 days or less, but could be u t s~0 as g Compliance ®Legal ~ Legal Nonconformin Zoning Description Villa e Shape Irr p to 180 days. Is the highest and best use of the sub ecf ro egular g (Grandfafhered Use) g /Residential Permitted View Residential I P perty as improved ^ No Zoning ~ pie al Utilities (or as proposed per plans ands g (describe) Public Other (descrihe) Pecificafions) the present use? Electricity ® ~ Yes No If No, describe Gas Public Other (describe) Propane Wafer ~ Off-site Improvements -Type FEMA Special Flood Hazard Area? Possible Sanifar ®On Site Well Are the utilities and off-site improvemenfset N0 y Sewer On Site Septic Street Paved Public Private FEMA Flood Zone X FEMA Ma Alle Are there any adverse site conditions or exterpalatacfors (easekmentsaencroachments, P # 42041C 0234Ey None Observed None Known, but Also ®Yes ~ No If No, describe FEMA Map Date 03/16/2009 appeal or ro see Text Addendum Pa environmental conditions, P perry values. ge•••••On site well water ands land uses ~ eptic sewage systems are com etc. . mon to the areaeS No If Yes, describe General Descri lion and have no adverse aft Units One One with Accessor Foundation ecf on # of Stories one y U01t Concrete Slab Exterior Descri Lion ^Full Basement Crawl Space Foundation B~terials/condition Interior rYPe ®Def. Q Att. ^ S_Def./End Unit Basement Area Walls Piers BI material co Existin ^ Partial Basement Exterior Walls Aluminum ock. Average s/ edition 9 Proposed Under Const. Vinyl Sidin Floors Cpt/Vin: Fair to gve2ge Design (Sf le Basement Finished N/A sq, 0. Roof Surface g~ Average Walls Panel: Fair to Average Y) Manufactured w/Addition Shingle: Average Year Built 1969 Outside Enfr 0 % Gutters $ Downs outs Tri (m/L) Y/Exit Sum Pum p Aluminum: Finish Comp°sition Wood: Ave A, Effective ga (yrs) Z0+ Evidence of Infestation P P Window Type Dbl Hun Average Bath Floor Vin I 9e Attic yrs (m/L) Storm Sas 9 Average Y: Fair to Avers None Dampness Settlement tVlnsulafetl Some Bafh Wainscot N/A Drop Stair Heating FWq HWBB Screens Some Car Stora e ^Floor Stairs Other Radiant Amenities None ®Scuffle Fuel Kerosene WoodSfove(s) # 0 ®Driveway # of Cars Finished Cooling QCentral Air Conditioning Fireplace(s) # 0 Drivewa 4+ Heated Fence None Obsvd. y Surface Macadam appliances Refrigerator Individual Other ~ Paflo/Deck N/q Garage # of Cars finished area Range/Oven Dishwasher Pool N/q ®Porch FI't/Rear 4+ above grade contains: Disposal Other Enc. ®Carport # of Cars dditional features s 7 Rooms Microwave Washer/Dr er Porch Att. 2 ( pecial energy efficient items, etc. 2 Bedrooms y Other (describe Def. Built-in None Observed 1.00 Bath(s) 1299 Square Fxeef o ~ oast Fan 'scribe the condition of the proper) Livin utional or Y (including needed re g Area Above Grade external obsolescence. Pairs, deterioration, renovations, remodelin ual today's avers No needed major repair was noted ge to good condRion.., at the time of ins g' etc.) Home is in fair to Istruction is aver detached garage w/carpprt a Pection, but interior is dated and~~e condition with no there an y age to the area and PPears sound and in avers Physical, e obs 9e condition, No re Plates to Y ph sical deficiencies or adverse co~ifions that affect the livability, soundness or structural inte rit n~ of cosmetic u erved..also see text addendum pa9e Pairs were in progress. Quality of 9 Y of the property? ~ Yes ® No If Yes, describe the property generally conform fo the nelnnn,,.h,... „ ~~~~uwon, use, construction, etc.)? Yes No If No, describe Farm produced by United Systems Sofhvare Company (8pp) ggg_8727 www, uni ledsys )ems. com (Rev 06/08) FEATURE -iESIDENTIAL SUMMARY SUBJECT Address 152q W T APPR FiieNo ozoo„Z P,9e#5 . rindle Road COMPARABLE Carlisle, Pa 17015 357 Sherwood Drive P SALE # ~ AISAL REPORT COMPARABLE S File # roximity to Subject Carlisle, Pa 17015 Sale Price ALE # 2 200112 Middleton Road 830 N. COMPARABLE SALE 5.30 MI Sale Price/Gross L Carlisle, Pa 17013 5 # 3 201 Union Hall Road iv. Area $ N/q Data Source(s) sq. ff. $54.35 .40 MI 5105,000 Carlisle, Pa 17013 5.29 MI Verification Source(s) sq. ft' Cumb.Co.Court H $117.35 5115,000 ouse VALUE ADJUSTMENTS Central Penn Multi-List DESCRIPTION Sale or Finan i sq, ff. Cumb.Co.CourtHouse 567.47 595,000 sp. ft. c ng DESCRIPTION Concessions Cash D + _ I Central Penn Mufti-List Cumb•CO•Court House O S Ad uslment DESCRIPTION Central Penn M ate of Sale/Time N/A Location FHA + _ ulti-List O s Adjustment DESCRIPTION 02/08/2012 Leasehold/Fee Sim le Average Average P F N/A 11/Z2/2011 Cash +(-)3Adiustment N/A ee Simple Site Fee Simple View 2.16 acres (m/L) Average 08/25/2011 1.18 acres Residential (m/L) Design (Style) Residential Man f Fee Simple 14700 2.qg acres Average Fee Sim k u actured w/Addition Qualify of Construction Avera Manufactured 9e to Period Built Actual A (m/L) Residential p -4800 2.40 acres (m/L) ge Average to Period Built 42 yrs. (m/L) Condition Manufa lured -3600 Residential 16 yrs. (rn/L) Above Grade Fair to Average Fair to Average Total Bd Average to Pedod 8 uilt 27 Yrs. (m/L) Manufaa~red w/Addition Average to Peri d Room Count rms. Baths Total Bdrms. 7 2 Baths Gross Living Ar 1.00 g Average/Good o 8uil 25 yrs. (m/L) ea 4 Basement & Finished 1299 S . 2'00 q f f Total Bdrms. -2500 Baths 5 -S000gverage -30 1932 s. None Rooms Below None q f L Grade 2 2 00 -9495 00 Total Bdrms. Baths -2500 7 None Functional Ufilily Average None Heating/Coolin Aver 980 sq, ft. None N 4 1.00 4785 1408 sq ft age g FHA No C Energy Efficient Items / ent21 Air FHA/Cent21 Air None obse G one Average None -1635 None ara e 9 /Carport rved None Known q+Car ~t•/Carport 2 Porch/Patio/D -2500 FH A/Centrdl Air Average -25 eck Car Det. Cvrd.Prch/Encprch/prCh Cvrd. porch Exterior Finish Al None Known 68003+ Car pet 00 FHA/No Central qtr None Kn ummum/Vinyl Vinyl =ireplaces,etc. None e 3000 Prch /Cvrd,Deck/patio own 4800 2 CarAtt, nce/Pool/etc. (1) Fireplace None 'ef Adjust Vinyl -280 25000vrd.Porch/Deck/patio 8300 Fence ment (Total) djusfed Sale Price ®+ ~ _ 0 None Known N/A Fence 2000 Vinyl None Known $ Comparables Nef Adj. 6 86% 7205 ~ + ®_ $ N/A None Known Net qdl 2'36% did did not research the sale or transfer h story o ~he sub 112205 Gross Adj. 2 8 2715 ®+ ^ _ $ 2065 Net Adj jec f prop rfy and co 3.38% $ mparable sales. If not . 2 17% 112285 Gross Adj. 19 _ roiy research did explain .51 % $ Data Sources did not reveal any prior sales or transfers of fh2 subject proper ()CCCH Assessment Records My research ®did did not reveal an ry for the three years prior to the effective date of this a Data Source(s) CCCH Y Prior sales or transfers of the com Report the results of fheesearch and analy ~s of the prior sale or transfer histo parables sales far the PPraisal. year prior to the date of sale of the com ITEM parable sale, Dale of Prior Sale/Uansfer SUBJECT ry of the subject property and comparable sales (report additional prior sales on a Price of Prior Sale/Transfer 01/19/2010 COMPARABLE SALE # 1 Data Source(s) $1.00 11/29/2011 COMPARABLE SALE # 2 P 9e 3). Effective Dafe of Data Source(s) 02/24/2012 $1.00 11/14/1986 COMPARABLE SALE # 3 Assessment Records CCCH 08/04/1976 Analysis of prior sale or transfer hisfo Assessment R $14,000.00 02/24/2012 ecords CCCH Assessment R $5500.00 best of the a N o(the subject property and comparable sales Sub' 02 24 ecords CCCH Assessment Records PPraiser's knowledge, Subject was a family transfer on date shown a / /2012 comparables last transferred ownershi lest is not, and has 02/24/2012 P on the dates a bpve not been listed for sale within the last 12 months to the hove, and have not b #1 above was a HUD Repo on the transfer shown above. een resold since then to the best of the appraiser's knowledge, Subject an Summary of Sales Comparison A of mobile PProach Appraiser searched /manufactured housing in the area over the CCCH sales r use in this analysis. No sales of similar a ecorcls as well as multi-list for the past 12 months have been few and far betty best comparables to the sub ed of the anal sis, comparisons. The com 9e of the subject dwellin I months. gable properties used in this ana g were found. A een, thereby limitin the amount of com Y Sales All are relative in PPraiser therefore chose the most-like within cbsest roximi made to com Proximi lysis are in my opinion the hest available at the Parable sales for pensate for differences inrthe com same market area, cakulate above ground finish and as similar as Present, and havin P b for the parables where necessa Possible in nature, g been sold within the Nas given as to number of r ~ living area in excess of 100 s ry' Because of deli style, size and condition, most recent ooms or 4• ft• $15,000 9n and condition, a Adjustments have been nterior photos. No adjustment was maderf~f date of p/acre or fractbn ther west figure of $15 rather overall sq, foots eof was used P/s4• ff• was used to djustments are h' 9e was consider to calculate difference in situs. No adjustment igher than normal) sale since there has ~• Condition was verified b action are from Coun Y eXPected due to necessa been no up or down value Y Realtor com tY Records not MLS, ~' adjustments overall; net change for the area in the menu and multi-list percentages are well within reason. Dates of r Gross percentage sale in the orirf Value by Sales Com - ~~~ parisen Approach $ 112,000.00 Form produced by United S ystems SolRVare Company (800) 969-8727 w,vw uniledsyslems.com (Rav 06/08) ated Value by: Sales Comparison A ~f t`S~~ENT~ Reconciliation PProach $112,000.0 AL SUMMARY gppRAISgL R Cost Approach (if developed) $ N/q See "Final Reconciliation" on Text Addendum ~_ File No. 0200712 Page #6 nrome A Frle # 0200112 pproach (i(developed g N/A This appraisal is made subject fo the lollc®g~epair~alterlations on the basis of a h subject to the followin Plefion per plans and specifications on the basis of a h g required inspection based on the extraordpoafheticalcondTtion that there YPothetical condition that the i See Text Addendum ry assumption that the condif on or dle(~ teocs mprovemenfs have been com Page... have been completed, or Pleted, y does not require alteration or renarr IU This report is also subject fo other H Based on the degree of inspection of the subject Ypofhefical Conditions and/or Extraordinary gssumpfions as specified in the attached addenda. (our) Opinion of the Market Value f property, defined Sco January 23, 2012 (or other specified value Pe of Work, Statement of Assumptions and Limiting Conditions, and A 'indicated above, this 0 ~ • 'which is the effective date of thrssa efined herein, of the real properly that is the subject of this re _ pinion of Value is subject to H PPraisal. PPraiser's Certifications, m true and complete copy of this re YPothetical Conditions and Port is $ 112,opp,00 Y rpraisal re orf Port contains 18 total /or Extraordinary assumptions included in this re , as of Scope of Work 9 the attached exhibits (indicated below Port. See attached addenda. P may not be properly understood without referen9e folfheuntlformafion contained in the com a HYPofhefical Conditions )which are considered an inte rat ^ Additional Sales Addenda PI_te re 9 part of the report. This Extraortlinar Porf. Y Assumptions ®Narrafive Addenda 0 deed/Eegal Description Limiting Conditions/Certifications ®Phofograph Addenda Cost Addenda ®Map Addenda ^ Income Addenda ©Sketch Atltlenda ^ Not Developed) ^ Flood Addenda ^ 9e adequate inf°rmation for the client fo replicate the below ^ ~rt for the o COS7APPROgCH TO VAWE pinion of site value (summary of comparable landosale 9oreofherd calculations. methods for estimating site va~no~ ~_ ~,. `v"'"'"'tu U REPRODUC11ON OR • Source of cost data N ^ REPLACEMENT C /A OST NEW Qualify rating from cost service OPINION OF SITE VALUE Comments on Cost A Effective date of cost data Dwelling S. Due to the a PProach (gross living area calculati Sq. R. ~ $ ge " "' . - $ ons, and desi n depreciation, etc.) to value 9 of the subject improvements, Q Ft. ~° $ was not used. The Cost A the Cost A of " PPro P Nr _ $ Proach is on New Construction" ach Garage/Carport or for an a ry considered for dwellings Total Estimate of C Sq' Ft. C~ $ s the opinion of this a ~'al Physical age of less th p i - $ _ $ pra ost-New ser that the ' an five years. It nadequate and not a Cost Approach" to value is Less Physical f the actual PPropriate in an ana Functional sis of a d Depreciati ph si = $ = $ N "' y on cal a e welling & improvements 9 of this subject, and would not ie Depreciated Cost of Impro epresen[ation of Market Value y Man acc It /q External . vements ;timatin was therefore not considered. urate As-is" Value or Site Im rove g Remaining Economic Life "" P menfs Not Develo d _ I $ ( "" $ pe ) imafetl Monfhl WA Years Indicated Value b Y Market Renf $ N/q INCOME Y Cost Approach nmary of Inco APPROACH T - $ ................ = $ O VALUE me Approach (includin X Gross Renf Multiplier g support for N/A market rent = $ N/A and GRM) See "Final Reconciliation" - $ WA on Text Indicated Val Addendum i ao~ ue by Income Annma~h Is the developer/builder in control of the Homeowners'Associafion Provide the following information for PUDs ONLY if the developer/boil PROJnC onNoOoMhe ON FOR PUD's Legal name of (HOA)? Yes No project Unit type/s) Detached Total number of phases HOA and the subject ro Attached rotal number of units rented Total number of units This entire section is N/A to the sub' p Perfy is an attached tlwellin Vas the project created b Total number of units for sale Total number of units sold °Perty, 9 unit. oes the Y the conversion of existing buildin /s Dafa source(s) project contain any multi-dwelling units? g) info a PUD? 'e the units, common elements. and recreational facilities cnm„N~, ,~ Yes No If Yes, Dafa source(s) date of conversion. °•~ res Lj No If No, describe the status of complefic the common elements leased to or b y the Homeowners' Association? es No If Yes, describe the rental terms and ribe common elements and recreational facilities. ~~~~ Form produced by United S, S1ems 1 SoRware Company (800) 9gg_8727 whw, unifetlsysfems. com (Rev 06/08) 4 5. 6. 7. B. 2. 3. ~~~ Pennsylvania DEPgRTMENTOFREVENUE SCHEDULE H INHERITANCE TAX RETURN RESIDENT DECEDENT FUNERq~ EXPENSES qNp ESTgrE OF ApMINIST RATIVE COSTS BETTY C BEgMER FILE NUMBER ITEM decedent's debts must be re 21 NUMBER Ported on Schedule -. 12 0170 A. ~ FUNERAL EXPENSES: DESCRIPTION EWING BROTHERS FUNERAL HOME AMOUNT 432.85 ADMINISTRATIVE COSTS: ~ Personal Representative Commissions: Name(s) of Personal Representative s StreetAddress g7 F () MARGgRET M, pOTTEIGER AIRFIELD STREET City CgRLISLE Year(s) Commission Paid; State PA RENOUNCED) ~ ZIP 17013 Attorney Fees: M(~RREL R. WALTERS, III Family Exemption: (If decedent's address is not the same Claimant as claimant's, attach explanation.) Street Address 2, 000.00 City Relationship of Claimant to Decedent State -~ ZIP Probate Fees: CUMBERLAND COUNTY RECORDER OF Accountant Fees: DEEDS Tax Return Preparer Fees: 385.50 If more space is needed, use additional sheets OrgL (Also enter on Line 9, Recapitulation) $ Paper of the same size. 1 Pennsylvania DEPARTMENT OF REVENUE S C H E D INHERITANCE TAX RETURN UL E RESIDENT DECEDENT DEBTS OF pECEpENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF ITEM NUMBE 1. 2 3 4. Report debts incurred b FILE NUMBER y the decedent rior to death that remained un p 21 12 0170 R paid at the date of death, includin g unreimbursed medical expenses. PpL DESCRIPTION ELECTRIC VALUE AT DATE OF DEATu B-H AGENCY APPRAISAL SERVICE APPRAISAL ROBERT HOFFMAN LAWN MOWING FRANK ROBERTO, SOUTH 2012 COUNTY/TOW MI~DLETON T NSHIP TAXES AX COLLECTOR If more space is needed, insert additional sheetsOOTAe sameose eter on Line 10, Recapitulation) $ 1 281.97 3 75.00 50.00 4 75.78 Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN SCHEDULE ,1 RESIDENT DECEDENT BENEFICIARIES ESTATE OF: BETTY C BEAMER NUMBER NAME AND ADDRESS OF PERSONS RE FILE NUMBER: I• TAXABLE DISTRIBUTIONS ~ CEIVING P RELATIO 21 12 0170 [Include outright spousal distributions aROransfe s under NSHIP TO DECEDENT 1 Sec. 9116 (a) (1.2).] Do Not List Trustee(s) MARGARET M. POTTEIGER 67 FAIRFIELD STREET CARLISLE, Pq 17013 Lineal 2• LORRAINE C. 2023 -^/ SHELLER TRINDLE ROAD CARLISLE, PA 17013 Lineal AMOUNT pR H R _ OF ESTATE 50.00 50.00 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN Ag I II• NON-TA)(,ggLE DISTRIBUTIONS: 1. OVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHIC H AN ELECTION TO TAX IS NOT TAKEN: ' AS APPROPRIATE. B• CHARITABLEgND GOVERNMENTAL DISTRIBUTIONS: TOTAL OF PgRr II _ ENTER TOTAL NON-TAXABLE DISTRIBUT If mores IONS ONLINE 13 OF pace is needed, use additional sheets of REV-1500 COVER SHEET. paper of the same size.