HomeMy WebLinkAbout07-06-12 (3) 1,50561,1,1,88
REV-1500 Exloz-„11 Fn W
pennsytvaniz OFFICIAL USE ONLY
PA Department of Revenue '' "''~'"' "" '" Countv Code Year File Number
Bureau o, lndividualTaxes INHERITANCE TAX RETURN
Po eox zeoso,
Harms burg.. PA ,~,zr-oso, 21, L 2 D 5 L 5
RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
204 1,8 0585 04 11 201,2 05 1,5 1,921,
Decedent's Last Name Suffix Decedent's Frst Name MI
Defter f1arie E
(If Applicable) Enter Surviving Spouse' s Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
~ ~. Original Return O 2. Supplemental Return ~ 3. Remainder Return (Date of Death
Prior to 12-73-82)
O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required
death after 12-12-82)
6. Decedent Died Testate D 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
D 9. Litigation Proceeds Received D 70. Spousal Poverty Credit (Date of Death r~ 11. Election to Tax under Sec. 9173(A)
Between 72-37-97 and 7-1-95) (Attach Schedule O)
CORRESPONDENT -This section must be completed. All Correspondence and Confidential Tax Information Should be Directed to:
Name Daytime Telephone Number
John A- Feichtel, Esquire 71,7 61,2 5803; -
r~ .- ~
RE EES~OFWILLS~ONL~!--'_.' =-
-
- -.c..- r-- c '
- A-
:3D y. E t ~ r
`
` -:
Rrst Line of Address ~ Ci ; -
Saidis, Sullivan & Rogers `-;, ~ -
n
Second Line of Address ~~~~~~ ~ r-"
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635 North 1,2th Stre et, Suite 400 .
Cit
P
t Otfi St
t
ZIP C
d DATE FILED
y or
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ce a
e
o
e
Lemoyne PA 1,7042
Correspondent's a-mail address: jfelChtel@SSr-attOrnEVS.COm
Under ponalLes of per)u ry, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledye and bebef,
it is trus, correctand complete. Declaration of the preparar other than personal representative is based on all information of whit h preparer has any knowledge.
SIGNATURE`-0F PERSON R~S.,P4JN518LEyFOR FILING RETURN DATE
ADDRESS- 2939~Lincodn Stree
Lemoyne. PA 17043
PLEASE USE ORIGINAL FORM ONLY
Side 1
7,50561,1,1,88
1,50561,],1,88
..~
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J
1505611288
Rev-1500 EX (FI)
Decedent's Social Security Number
Decedent's Name: M a r i e E D e i t e r 2 0 4 18 0 5 8 5
RECAPITULATION
1. Real Estate (Schedule A) ........................................ . 1. O D D
2.
...................................
Stocks and Bonds (Schedule B) 2,
. D • D D
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... . 3. D ' O D
4. Mortgages and Notes Receivable (Schedule D) ........................ . 4. O O O
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) ...... . 5. 4 4 , 3 9 4 • 0 3
6. Jointly Owned Property (Schedule F) O Separate Billing Requested ..... . 6. 6 ~ , 4 D 0 • 0 0
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) D Separate Billing Requested ..... . 7, 0 • 0 O
8. Total Gross Assets (total Lines 1 through 7) ........................... . 8. 10 7 , 7 9 4 • 0 3
9. Funeral Expenses and Administrative Costs (Schedule H) ................. . 9, 15 , 5 4 2 • 15
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............ . 10. 6 O 2 • 7 6
11. Total Deductions (total Lines 9 and 10) ............................. . 11. 1 6 ,14 4 • 91
12.
............................
Net Value of Estate (Line 8 minus Line 11)
.
12 91, 6 4 9 • 12
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
( ) ......................
an election to tax has not been made Schedule J
. 13. O • O D
14. Net Value Sub'ect to Tax Line 12 minus Line 13
1 ( ) ......................
.
14. 91, 6 4 9 •12
TAX CALCULATION -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 .o0 0 OD 15, D 00
16. Amount of Line 14 taxable
91 6 4 9 • 12
at lineal rate X .045 ~
16. 4 12 4 • 21
- ~
17. Amount of Line 14 taxable
at sibling rate X .12 0. 0 0 17, 0. 0 0
18. Amount of Line 14 taxable
^ 0 0
0 0 0
at collateral rate X .15 18
19. TAX DUE ................................................... . 19. 4 ,1 2 4 • 2 1
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 0
Side 2
1505611288 1505611288
Rev-1500 EX (FI) Page 3
Decedent's Complete Address:
File Number
21 12 0515
DECEDENTS NAME
Marie E. Deiter
STREET ADDRESS
3428 Bedford Drive
CITY
Camp Hill STATE
PA ZIP
17011
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Prior Payments
B. Discount
(1) 4,124.21
3,918.00
206.21
Total Credits (A + B) (2)
3. Interest
4. It 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.
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(3)
(4)
(5)
0.00
0.00
Make check payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred .................................... .
b. retain the right to designate who shall use the property transferred or its income ............... .
c. retain 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 fog" or payable-upon-death bank account or security at his or her death? . .
4. Did decedent own an individual retirement account, annuity or other non-probate property,
which contains a beneficiary designation? ............................................ .
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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.
4.124.21
REV-1508 EX+(11-10)
~ Pennsylvania SCHEDULE E
Ilk 1'A Ii I' Nr (1r r(L~IY :?-
CASH, BANK DEPOSITS, & MISC.
INHERITANCETAXRETURN PERSONAL PROPERTY
RESIDENTDECEDENT
---
ESTATE OF: FILE NUMBER:
Marie E. Deiter 21 12 0515
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 Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 McKesson class action settlement 73.38
2 I Comcast Refund I 2.07
3 Misc. household items 2,448.00
Per appraisal
4 Belco Community Credit Union Account 766242 35,447.18
5 ~ M&T Bank Checking Account 9844832015 ~ 5,923.38
Accrued interest on above account as of Decedent's date of death ~ 0.02
6 ~ State Treasury of Pennsylvania, PA property tax rebate ~ 500.00
TOTAL (Also enter on line 5, Recapitulation) 44,394.03
If more space is needed, insert additional sheets of the same size
REV-1509 EX+(01-10)
Pennsylvania SCHEDULE F
ur NnNienv N n~ hr-vt-rv~n
INHERITANCE TAX RETURN JOINTLY-OWNED PROPERTY
RESIDENTDECEDENT
ESTATE OF: FILE NUMBER:
Marie E. Deiter 21 12 0515
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. Ruby D. Adams
2939 Linco-n Street
Camp Hill, PA 17011-2831
Daughter
c.
JOINTLY-OWNED PROPERTY:
ITEM
NUM. LETTER
FOR JOINT
TENANT DATE
MADE
JOINT DESCRIPTION OF PROPERTY. INCLUDE NAME OF FINANCIAL
INSTITUTION AND BANKACCTNUMBERORSIMILARIDENTIFYING
NUMBER. Al-rACH DEED FOR JOINTLY-HELD REAL ESTATE.
DATE OF DEATH
VALUEOFASSET %OF
DECD'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENTSINTEREST
1 A 10/21!02 Real estate located at 3428 Bedford Drive, 126,800.00 50.000 63,400.00
Camp Hill, PA
Assessed value
TOTAL (Also enter on Line 6, Recapitulation)
If more space is needed, use additional sheets of paper of the same size.
63,400.00
REV-7571 EX+I~o-as)
Pennsylvania
1]i NAHi~~t Nt (l~ I:r Y'"'N.r'
INHERITANCE TAX RETURN
RESIDENTDECEDENT
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Marie E. Deiter 21 12 0515
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
See schedule attached 12,602.35
B. ADMINISTRATIVE COSTS:
7. Personal Representative Commissions:
Name(s) of Personal Representative(s)
Street Address
2.
3.
City State Zip
Year(s) Commission Paid:
Attorney Fees
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.
2,000.00
269.50
670.30
15,542.15
Page 2
Estate of: Marie E. Deiter 21 12 0515
Schedule H, Part A -Funeral Expenses
Item
Number Description Amount
1 Opening cemetery grave/plot 700.00
2 Funeral luncheon 200.00
3 Myers-Harner Funeral Home 11,275.00
4 Gingrich Memorials, grave/monument engraving 165.00
5 Funeral flower cascade 262.35
TOTAL. (Carry forward to main schedule) ...... 12,602.35
Page 3
Estate of: Marie E. Deiter 21 12 0515
Schedule H, Part B -Administrative Costs
Miscellaneous Expenses
Item
Number Description Amount
7 Saidis, Sullivan & Rogers, out of pocket expenses 100.00
8 Postage 72.00
9 Cumberland Law Journal, legal advertising 75.00
10 The Sentinel, legal advertising 168.30
11 Ibis Appraisal Services, LLC 225.00
12 Register of Wills, filing fees 30.00
TOTAL. (Carry forward to main schedule) ...... 670.30
REV-1512 EX+(12-oB)
`r~' pennsylvania
I]k YAP i 7/F N ` ()i fit Y?. N u~
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
ESTATE OF FILE NUMBER
Marie E. Deiter 21 12 0515
Report debts incurred by decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
If more space is needed, insert additional sheets of the same size.
REV-15'13 EX+101-10)
j ~, pennsylvania SCHEDULE J
13F NAH1~+~~Ni ()1-Nt~Vf~N V~
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Marie E. Deiter 21 12 0515
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
z TAXABLE DISTRIBUTIONS [Include outright spousal distributions, and
transfers under Sec. 9116(a)(1.2).]
Ruby D. Adams Daughter 91,649.12
2939 Lincoln Street
Camp Hill, PA 1 701 1-2831
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUG H 180E REV-1500 COVER SH EET, AS APPROPRIATE.
II 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 II -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.AST WII~I/ AND TESTATVIEN'I'
OF
MARIE E. DEITER
s
I, Marie E. Deicer of the Borough of Camp Hill, Cumberland County, Pennsylvania,
declare this to be my Last Will and Testament, hereby revoking any will previously made by
me.
I. I direct the payment of all my just debts and funeral expenses out of my estate
as soon as may be practical after my death.
II. I devise and bequeath all the rest, residue and remainder of my estate of
whatever nature and wherever situate unto my daughter, RUBY D. ADAMS or if she is
deceased, to her issue per stirpes.
III. I nominate, constitute and appoint my daughter, RU',~,Y D. ADAMS as
Executrix this, my Last Will and Testament. In the event she is unable to serve as such, then I
appoint her daughter, ANN MERMELSTEIN as Executrix. Neither of my Executrices shall
be required to post bond in this or any jurisdiction.
IN WITNESS `'WHEREOF, I have hereunto set my hand and. seal on this, the
SAIDIS
SHUI'F, FLOWER
& LINDSAY
r~~rrouNevs•n~r•i.n~~~
21D9 Markel SUCH
Camp Hill. I'A
,,
~`
;% ~ ~ day of ' '~`a~._;. , ~v'`v''?.
~ ~- ;, ,;,, >~~,~~i-U~ (~?.~ (SEAL)
Marie E. Deicer
Signed, sealed, published and declared by Marie E. Defter herein named, on this and one (1)
other sheet of paper as and for her Last Will anal Testament, in our presence, who, in her
1
presence, at her request, and in the presence of each other, have hereunto subscribed our
names as attesting witnesses.
{: ~. ~~
Name
/'
<<
'` <-
%~ Name
COMMONV~'EALTH OF PENN?S~'LVANIA
COUNTY OF CUMBERLAND
Address
~~
- r; ~'~-~
Address
WE, the undersigned, the Testatrix and the witnesses, respectively, whose names are
signed to the foregoing instrument, being first duly sworn, do hereby declare to the
undersigned authority that the Testatrix signed and executed the instrument as her Last Will
and Testament and that she signed willingly (or willingly directed another to sign for her), and
that she executed it as her free will and voluntary act for the purposes therein expressed, and
that each of the witnesses, in the presence and hearing of the Testatrix signed the will as
witnesses and that to the best of their knowledge the Testatrix was at that time eighteen years
of age or older, of sound mind, and under no constrain or undue influence.
Mar".ie E.~Deiter, Testatrix
,~
Witness
j,
i;
Witness
SAIDIS
SI-TUFF, FLO~~~ER
LINDSAY
210) Markci Street
Camp 11iIL PA
Subscribed, sworn to and acknowledged before me by the Testatrix, and subscribed
and sworn to before me by both witnesses, this ;`~-~'`% .day of _~f~`~,~~~ ,
2 002.
Notarial Seal ~ ~.~`'~
Sallie Allshouse, Notary Public ,,- ,~
Carlisle Boro, Cumberland County ~~ ,,~,,~ ,/~ ~ ~ij' ~ `'
My Commission Expires Mar. 29, 2004 j ~`""~ ``~ " 'J. `"~ j _~'`~-~
~~---'~ '~~~ Notary Public
2
SUMMARY APPRAISAL REPORT
PERSONAL PROPERTY ESTATE
Pea°sonal PropertJ~ of the Estate of
Marie Defter, deceased
3428 Bedford Dr.
Camp Hill, PA 17011
d.o.d. (date of death) April 11, 2012
Client:
Ruby Adams, Executrix
2939 Lincoln St.
Camp Hill, PA 17011
Intended Uses°:
Ruby Adams, Executrix
Effective Date of Apps°aisal:
d.o.d. April 11, 2012
Date o, f Report:
May 20, 2012
By:
Ibis A~~Yaisa~
e p `(~~n ~
Y//j SeYVices
145 N. H~tnaver St.
;= ~__
P.O. Box z¢
i
cgrlisle PA z~oz3
(717) 243-347
infoC~lbasappraisals.com
cr~~~i-,ib~sappraisals, com
-, ~~
~bis a~~raisa~jervices I ~`e i ~{ ~ ~
TABLE OF CONTENTS
Table of Contents 2
Appraisal Scope of Work 3
Appraisal Extraordinary Assumptions 4
Appraisal Hypothetical Conditions 4
Appraisal SLimmary
Digital Photograph & CD-ROM Instructions 6
Personal Property Listing 7
Appraisal Surrnnary (Copy) 16
Glossary 17
Appraisal Certification 18
References 19
Privacy Notice 20
Statement of Qualifications 21
~is A~~raisai ~ervices ~a~e ? o~ L i
APPRAISAL SCOPE OF WORK
I hereby certify that, upon the clients' request for the appraisal of personal property of the Marie
Defter, deceased, 3428 Bedford Dr. Camp Hill, PA 17011 d.o.d. (date of death) April 11, 2012. I
have appraised the estate personal property to determine the Fair Market Value for the purpose
of the administration estate and estate taxes. The effective date is; as of the d.o.d. April 11, 2012
and reported on May 20, 2012. The client in this estate appraisal is Ruby Adams, Executrix,
2939 Lincoh~ St. Camp I-Till, PA 17011. The intended user of this appraisal is Ruby Adams,
Executrix and any other person(s) authorized by the administrator of this estate.
The date of inspection was May 07, 2012. I have personally and physically inspected the listed
personal property. The personal property was fotu~d to be in good to excellent condition, unless
otherwise noted.
The information and values contained in this report are based upon my experience as an
appraiser and other reliable sources using a Sales Comparison Approach to determine Fair
Market Value. [Fair Market Value is used in divorces and estates in the state of Pennsylvania.] A
market data analysis with comparable sales transactions was used to reconcile the quality and
quantity of data. Values are reported piece-by-piece, and/or as a whole. All values reported have
been determined with consideration to the condition of the item, market conditions, and salability
factors. All analyses, notes and paperwork are found in the workfile.
Ibis A~pvaisa~
Ser~xces
/~Zyssa L ~~W '+Lo~ey, ISA ~~
1~hector
his j~~praisa~ Services age 3 0~ 2 i
APPRAISAL EXTRAORDINARY ASSUMPTIONS
c~a There were no eatraordinar}~ assumptions used in this appraisal.
APPRAISAL HYPOTHETICAL CONDITIONS
c~3 There were no hypothetical conditions used in this appraisal.
I;~is A~~raisa~ ,services ~a~e 4 0~ Z i
APPRAISAL SUMMARY
It is in my opinion, that as of the date of death: April 7 1, 2012 and reported on May 20, 2012, the
Fair Market Value of the Marie Deiter Estate, 3428 Bedford Dr. Camp Hill, PA ] 7011:
(Two Thousand Four Hundred Forty Eight Dollars and Zero Cents)
($2,448.00)
1~is Appraisal
The report must be s°ead in its enti~°etV. The Appraisal Sum~na~°Y ONLY is not the
appraisal ~°eport.
Ibis A~~raisa~ ,Services ~a~e j o~ 2 I
DIGITAL PHOTOGRAPH & CD-ROM INSTRUCTIONS
Ibis Appraisal Services has provided you with a CD-ROM that houses all of the digital
photographs of all of the items appraised. The CD-ROM also contains a saved copy of the
appraisal report. This CD-ROM may be kept with the paper copy of the appraisal report or kept
off-site, such as a safety deposit box.
The photographs are saved in the JPEG picture format, meaning that all of the file names end
with a ".JPG".
The file names correspond to the written appraisal report's Corresponding Photograph File that is
included at the end of each item appraised.
Getting started with your CD-ROM
1. Insert the CD-ROM into your computer's CD-ROM Drive. If you do not have a computer or
access to a CD-ROM Drive--a copy store, office supply store.. or public library will be able to
help you view and/or print your pictures.
2. Your computer may contain one or several different software programs that will allow you to
view your pictures. Examples of these programs are Draw; Photo Editor, Picture It? Express,
Photo Suite, My Photo Center, Photo Studio Lite, Photo Shop Pro, Picture CD, or Photo
Deluxe. The program that is included with a digital camera is another way to view your
pictures.
• Select the program for viewing photographs and open the program.
3. Click FILE, and Click OPEN.
4. Use the Pull-Down, "Look in" Menu and select the D Drive (D:) or whichever drive is
designated as your CD-ROM (sometimes this may be the E Drive (E:) on your computer).
~ NOTE
• Your CD-ROM Drive is designated with a small CD-ROM graphic Icon or a cartoon
representing the drive.
• The drives of your computer can be found under My Computer section of the Pull-Down
"Look in" Menu. Common Drives are: A Drive (floppy disc d1-ive), the C Drive (hard disc
drive), the D Drive (CD-ROM Drive), and the E Drive (sometimes CD-ROM Drive;
sometimes an external drive, like a CD-ROM Writer, Zip, or .1azz Drive).
5. Double-click on the photograph you wish to view.
~}~is ~~~raisa~ ,~rrvices ~a~e C~ o~ 2 I
PERSONAL PROPERTY LISTING
1 Television. Mid-twentieth century console television. x.00
' Location: Living Room.
Con°esponding Digital Photograph File: img_OOOl.jpg
~ -
r ~ Table. Twentieth century glass and brass occasional table. 10.00
~ Location: Living Room.
-" ~ ~~ Corresponr~ing Digital Photograph File: in~g 0002.jpg
~.;
3 ?
:' ~ , Candlestand. Twentieth century mahogany candlestand. 10.00
,
za s r Location: Living Room.
~~ ~ Corresponding Digital Photograph File: in~g 0003.jpg
r.`
~~ }`;
4 ~ "~' Sofa. Twentieth century plus floral. sofa. 25.00
°~ ~ ~ `=~~
~ Location: Living Room.
,
~~~`~~' ~ ,-.
Corresponding Digital Photograph File: img_0004_jpg
t ~~~ ~ ~>~
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5 Print. Twentieth century framed print. 2.00
~ Location: Living Room.
~. Coy°responding Digital Photogi°uph File: i~ng_OOOS.jpg
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~ Side Tables. Two twentieth century side tables. Maker: 16.00
. ~~
~
'~ Hammay.
~~ Location: Living Room.
~, ~~ Coy°~°esponding Digital Photogl°aph File: img_0007.jpg
rx
;;,fit
~ Lamps. Two twentieth century table lamps. 12.00
Location: Living Room.
` _~ Coy°responding Digital Photograph File: in~g_0008.jpg
g ` `s,;~ Wall Decor. Selection of twentieth century wall. decor. 8.00
~~ Location: Living Room.
Cori°espondingDigital Photograph File: img 0009.jpg
,~~.
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-
9 Chair. Mid-twentieth century plush chair. 1.00
Location: Living Room.
,a Coi°responding Digital Photograph File: i~ng_OOIO.jpg
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10 Laing. Twentieth century brass table lamp. 12.00
` ~ Location: Living Room.
;;:h
~~
Corresponding Digital Photograph File: irr~g_OOll.jpg
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1 1 ~
~~~, Painting. Twentieth century oil on board painting. Artist: Ed ?0.00
,
07
. .
; ~ Davis. Date: 1983.
,
. Location: Living Room.
Coy°responding Digital Photog~°aph Files: irng_0012 &
°~~'~. ~, inag 0013.Jpg
12 Chair. Modern new twentieth century plush chair. 40.00
;~
~ Location: Living Room.
~
~` ~ ~
- i Corresponding Digital Photograph File: inag_0014.jpg
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13 ,. ~; Side Table. Hexagon-shape twentieth century side table. 15.00
~.. ,.r
~ Location: Living Room.
_
~'~` "' ~~ ~ Corresponding Digital Photograph File: img_D01 S.jpg
14 Ottoman. Mid-twentieth century ottoman. 5.00
<~ f -~ ~~; _, Location: Living Room.
~~ rt;~
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Corresponding Digital Photoga°aph File: inag 0016._jpg
15 `. Appliances. Modern toaster- oven and toaster. 3.00
~~~ Location: Kitchen.
~~. Corresponding Digital Photograph File: i~aag_0017.jpg
pis ~~~raisa~ ~ervices I ~~e ~ ~~{ ~ ~
16 ~_:~~~;~, ~ Can Opener. Modern electric can opener. 1.00
Location: kitchen.
~ ~
Cor~°esponding Digital Pholog~°aph File: i~ng_0018a.jpg
,;
17
x,
,
"'T' -"i`-~ - ~ Coffee Machine. Modern Mr. Coffee coffee machine. 2.00
r
~ta~ Location: Kitchen.
°t'~~~.,.~ ~~"~`-~'~ Cor~•esponding Digital Photogr°ctph File: img_0018.jpg
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15 ~.: Kitchen Set. Modern twentieth century kitchen set. Set 275.00
I'~~£
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includes dining table, four chairs and corner cupboard.
Maker: Coclu ane.
~_.~~ Location: Kitchen.
~ Cori°esponding Digital Pholog~°aph Files: img_0021,
- 0025.Jpg
0023 & img
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19 Cuckoo Clock. Twentieth centuuy cuckoo clock. ?0.00
b ~~ Location.: Kitchen.
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Cor~°esponding Digital PhotogrupYt File: in~~g_002~.jpg
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20 Microwave. Modern Sharp Carousel microwave oven. 5.00
Location: Kitchen.
Coy°responding Digital Photograph File: i~ng_0026.jpg
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21 ~,m.~_.. -,;~ _ ,
L ~~orktable. Modern twentieth century kitchen worktable. 3.00
S '~ ' "'"" '*`' Location: Kitchen.
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Corresponding Digital Phot~gruph File: img_002?. jpg ~
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22 Depression Glass. Selection ofmid-twentieth century 25.00
depression glass.
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Location: Kitchen.
~ Corresponding Digital Photograph File: img_002b'.jpg
23 Fire Kind. Selection of mid-twentieth century Fire King glass 20.00
°,~~, cookwares.
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Location: Kitchen.
Corresponding Digital Photog~°aph File: img_0029.jpg
24 ~;i 'i~
,; Glassware. Selection of twentieth century glassware. 55.00
Location: Kitchen.
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Corresponding Digital Photograph Files: img_0030,
img_0034, in~g_0035 & i»~g_0036.jpg
25 ~~ Dishes. Selection of mid-twentieth century Corelle dishes. 10.00
Location: Kitchen.
i '~ ~"~~~' ~ Corresponding Digital Photograph File: inzg 0031.jpg
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-
26 ''~ ~ ~ Flatware & Utensils. Twentieth century flatware and utensils. 8.00
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Location: Kitchen.
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~,~ ~ ~ Corresponding Digital Photog~°aph File: img_0032.jpg
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~7 Pots & Pans. Selection of miscellaneous twentieth centtu•y 10.00
pots and pans.
;~.< Location:I~itchen.
Coy°responding Digital Photograph File: img_0033.jpg
~g Trunk. Early-to-mid twentieth century humpback strap trunk. 3.00
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Location: Basement.
Coy°responding Digital Phoiog~°aph File: img_0037.jpg
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~9 Trunk. Early-to-mid twentieth century steamer trunk. 75.00
Location: Basement.
~° Coy°~°esponding Digital Photog~°aph File: in~g 0038.jpg
;0 ` ~ Cedar Chest. Mid-twentieth century Lane cedar chest. 60.00
Location: Basement.
Correspoizding Digital Photograph File: img_0036.jpg
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31 Occasional Tables. Two matching oak occasional tables with 40.00
one drawer.
Location: Front Bedroom & Back Bedroom.
0040 &
Coy°r~esponding Digital Photogr°aph Files: img
_
32 ~ ;_,~ -~ ~
~; Bedroom Suite. Twentieth century bedroom suite. Suite ] 65.00
~~' ~ .• includes double bed, chest with mirror and chest.
~' - Location: Front Bedroom & Back Bedroom.
_ ~ Coy°~°esponding Digital Photog~°aph Files: i»~g_0041,
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img_0042 c~ i»zg_0047.jpg
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33 ;~.- _ Lanlps. Two matching twentieth century table lamps. 30.00
~`~~ ~ ~ ~
. Location: Front Bedroom & Back Bedroom.
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Corresponding Digital Photograph Files: inzg 0043 c~
img_0054.Jpg
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34 Lamp. Twentieth century figural owl lamp. 15.00
Location: Front Bedroom.
Coi°responding Digital Photograph File: img_0044.jpg
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35 .~^;. ' ' '` °~` Sewing Machine. Mid-twentieth century Singer sewing 25.00
machine/worktable.
Location: Front Bedroom.
`.~~ ~, ,,, Coy°~°esponding Digital Photogr°uph Files: img 0045 ~
img_0046.jpg
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36 ~, ~ Bedroom Suite. Mid-twentieth century waterfall bedroom 475.00
suite. Suite includes double bed; chest and chest with mirror.
Location: Back Bedroom.
Col°responding Digital Photograph Files: in2g_0048,
img_0049 &img OO~O.Ihg
37 ~
~"'~' Box. Mid-twentieth century carved memory boy. 35.00
_
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Location: Back Bedroom.
~- ~
\ - Corresponding Digital Photograph File: in2g_00~ l.jpg
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3g ~ " Lamp. Small cr~~stal boudoir lamp. 20.00
I Location: Back Bedroom.
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Cori°esponding Digital Photog~•aph File: img_00~3.jpg
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39 Desk. Small twentieth century oak roll-top desk. 85.00
~ Location: Back Bedroom.
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s Coy°responding Digital Photograph File: img_OO~~.jpg
40 "`'`' " Dining Room Suite. Mid-twentieth century pecan wood 600.00
~,.~ dining suite. Suite includes dining table, four chairs, hutch
Inf.
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and buffet server. Maker: Van Sciver.
d
a , ~~'~~ Location: Dining Room.
Corresponding Digital Photograph Files. inzg 00~ 6,
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- 00~8 & i~ng
00~9.jpg
00~7, inag
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41
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~~ `' Stereo. Mid-twentieth century stereo. Sears Silvertone. 50.00
-~ Location: Dining Room.
Coy°~°esponding Digital Photograph Files: img_0060,
;, img_0062 & inzg_0063.jpg
42 ~ ~'`~ ~iT ~ ~ Print. Twentieth centwy framed print. 2.00
~ ; ~ ~ ~~~•-~ Location: Dining Room.
~
Corresponding Digital Photograph File: img 0061.jpg
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Ibis A~praisa~ ~jervices f'a~e 14 0~ 2 i
43 `' Vacuum. Modern twentieth century vacuum cleaner. Eureka 10.00
'``'~~ `~ World Vac 12.0.
,q ~~
Location: Dining Room.
Corresponding Digiial Photogr°aph File: img_006~.jpg
44 ~ ~ ~~ Pots & Pans. Selection of pots & pans. x.00
,~f,, ~
f~~ ~. ~ Location: Dining Room.
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Corresponding Digital Photograph File: in~g_0066.jpg
45 ~ ~'''4~~ China. Service for eight china setting. Maker: Syracuse. 100.00
Pattern: Lilac Rose.
Location: Dining Room.
Corresponding Digital Photograph Files: in2g_0071,
img_0072 ce img_0073.Jpg
Total $2
I}~is A~~raisa~ Services Page I j o~ : I
APPRAISAL SUMMARY (COPY)
It is in my opinion.. that as of the date of death: April ] 1, 2012 and reported on May 20, 2012, the
Fair Market Value of the Marie Deicer Estate, 3428 Bedford Dr. Camp Hill, PA 17011:
(Two Thousand Four Hundred Forte Eight Dollars and Lero Cents)
($2,448.00)
Ibis Appvaisa~
Services
,~Cyssa L~~~ ~ney, ISA ~~
Director
The report must be read in its entirety. The Appraisal Su~nmary ONLY is not the
appraisal s°eport.
~bis ~~~raisa~ ,~ervices ~a~e (6 0~ Z i
GLOSSARY
Extraordinary Assumption. An assumption, directly related to a specific assignment, which, if
found to be false, could alter the appraiser's opinions or conclusions [USPAP].
Fair Market Value. The price at which a property would change hands between a willing buyer
and a willing seller, neither being under any compulsion to buy or sell and both having
reasonable lalowledge of relevant facts [IRS Regulation Section 1.170A-1(c)(2)].
Fair Market Value Expanded. Fair Market Value is not to be determined by a forced sa1e...nor is
the Fair Market Value of asi item of property to be deterred by the sale price of the item in a
market other than that in which such an item is most conunonly sold to the public...taking into
consideration the location of the item where appropriate. [Treasury Regulation § 20.2031-1(b)].
Hypothetical Condition. That which is contrary to what exists but is supposed for the purpose of
analysis [USPAP].
Replacement Value. The term replacement value refers to the amount that an entity would have
to pay, at the present time, to replace any one of its assets [Wikipedia].
Sale Comparison Approach. This approach compares an object property's characteristics with
those of comparable objects that have recently sold in similar transactions [Wikipedia].
~E~is A~~raisa~ ~jervices ~'~ge 1 j o~ L i
CERTIFICATION OF APPRAISAL
I certify that, to the best of my knowledge and belief:
- The statements of fact contained in this report are true and correct.
- The reported analyses, opinions, and conclusions are limited only by the reported assumptions
and limiting conditions and are my personal, impartial, and unbiased professional analyses,
Op71110115, al7d COnC1L1s1o11S.
- 1 have no present or prospective interest in the property that is the subject of this report and no
personal interest with respect to the patties involved.
- I have no bias with respect to the property that is the subject of this report or to the parties
involved with this assignment.
- My engagement in this assignment was not contingent upon developing or reporting
predetermined results.
- My compensation for completing this assignment is not contingent upon the development or
reporting of a predetermined value or direction in value that favors the cause of the client, the
amount of the value opinion, the attainment of a stipulated result, or the occurrence of a
subsequent event directly related to the intended use of this appraisal.
- My analyses, opinions, and conclusions were developed, and this report has been prepared, in
conformity with the Unifo~~m Standa~~ds of P~°ofessional Apps°aisal Practice.
- I have made a personal inspection of the property that is the subject of this report.
- No one provided significant personal property appraisal assistance to the person signing this
certification.
This appraisal was based upon the following assumptions, limitations; and conditions:
1. The information contained in this report was gathered from sources considered reliable, personal
examination, research of authenticity and comparable sales and/or auction prices.
2. No responsibility is assumed for matters that are legal in nature, including, but not limited to: the
representation of others concerning the value, authenticity, condition, origin, or provenance of an item
appraised.
3. The appraiser assumed that a normal and careful examination of the property was sufficient to
determine its quality and condition and that no extraordinary examination procedures were to be
utilized, unless these were specially requested and the expenditure of f~mds therefore authorized.
4. The appraiser's court attendance and expert testimony report, if required, are not included as part of
this report. The appraiser does have the right to refuse testimony.
It is the firm belief of the appraiser that the information furnished in this appraisal report and the
conclusions drawn from this information are true and correct, but they are not guaranteed.
I~is~~~~~~aisa
e
tyssa. L. ~~ L d neb9, IS% A.7v1
Director
his A~~raisa~ ,Services Page i 8 0~ ~ 1
PRIVACY NOTICE
Pursuant to the Gramm-Leach-Billet' Act of ]999- effective July 1, ?001, appraisers.
along with all providers of personal financial services are now required by federal law to inform
their clients of the policies of the firm with regard to the privacy of client nonpublic personal
information. As professionals. we understand that yow~ privacy is very important to you and are
pleased to provide you with this information.
In the course of performing appraisals; we may collect what is known as `'nonpublic
personal information" about you. This information is used to facilitate the services that we
provide to you and may include the information provided to us by you directly or received by us
from others with your authorization.
We do not disclose any nonpublic personal information obtained in the course of our
engagement with our clients to nonaffiliated third parties, except as necessary or as required by
law. By way of example, a necessary disclosure would be to our independent contractors, and in
certain situations, to unrelated third party consultants who need to know that information to
assist us in providing appraisal services to you. All of our independent contractors and any third
party consultants we engage are informed that any information they see as part of an appraisal
assignment is to be maintained by strict confidence within the firm. A disclosure required by law
would be a disclosure by us that is ordered by a coul-t of competent jurisdiction with regard to a
legal action to which you are a party.
We will retain records relating to professional services that we have provided to you for a
reasonable time so that we are better able to assist you with your needs. In order to protect your
nonpublic personal information from unauthorized access by third parties, we maintain physical,
electronic, and procedural safeguards that comply with our professional standards to insure the
security and integrity of your information.
~bis ~~~raisa~ ~en~ices ~a~e ? O b~ 2 i
STATEMENT OF QUALIFICATIONS
Alvssa L.W. Loney, ISA-AM
PRESENTLY
Founder of Ibis Appraisal Services. Owner and Director. October 2001- Preseni. Responsible for
the management and direction of Ibis Appraisal Services. Conducts extensive on-site and in-
house appraisals, valuations, assessments, and analyses of personal and cultural property.
Conducts research on all objects considered personal and cultural property. Performs appraisals
for divorces, estates and insurance. Performs in the service of law firms. banks, insurance
agencies, universities, library, museums.. churches, non-profit agencies and the general public.
Responsible for the development of policies, guidelines, public programs, and standards for Ibis
Appraisal Services. Takes an active role in promoting ethics in appraising. Worls with local;
state, national and international agencies to prevent and uncover appraisal and personal/cultural
property fraud. Member of Institute of Appraisal of Personal Property, American Society of
Appraisers, International Society of Appraisers; and Professional Coin Grading Service.
PROFESSIONAL COURSE COMPLETIONS
ISA Course Completions
- Core Course in Appraisal Studies
- Antiques & Residential Contents
USPAP Completions
- 2002 Uniform Standards of Professional Appraisal Practice
- 2009 Uniform Standards of Professional Appraisal Practice (takes 15hr course, rather than
update course)
PROFESSIONAL ACCOMPLISHMENTS
State Historical and Underwater Archaeologist for the State of Louisiana.
~ Attended the Conservation of Indian Artifacts Symposium sponsored by the Smithsonian
Institution and the Tunica-Biloxi )1ldian Reservation, Marksville, Louisiana.
~ Director of the West Virginia University Historical Costume Museum.
~ Research Archaeologist/ Artifact Instructor for CADW (Welsh Historic Monuments)/
Unversity of York, England.
~ Research and Preservation Specialist for the Maryland Historical Trust.
~ Presented and published works for national and intenlational organizations including the
Society for Historical Archaeology, Middle-Atlantic Archaeology Conference, Southeastern
Archaeological Conference, Louisiana Archaeological Society. and the Maryland Historical
Trust. y
EDUCATION
B.Sc. Historical Textiles and Clothing, 1992, West Virginia University; Morgantown,
West Virginia; United States.
M.A. Archaeology, l 995, University of York. York. England.
~bis,~~~raisa~ ,~ervices ~a~e Z i o~ 2 i
l
~~®
C~i ~L~LU ~~]_Tl•~ ~~~I~~T V~10~1~
May 21, 2012
Saidis Sullivan & Rogers PC
John A Feichtel
635 North 12`h St Suite 400
Lemoyne PA 17043
Dear John Feichtel,
This letter is in response to the letter received dated 5/18/12 regarding the Estate of Marie E Deiter.
Marie had an account with Belco at the time of her death. The account number was 766242. This
account was a savings account. The balance at the date of death was $35,447.18. This account was only
in her name. This account was closed on 5/3/12 and check for $35,451.40 was cut from the account
payable to Estate of Marie E Deiter. I have included a copy of this check. Marie did not have a safe
~eposit box. If you need further information or assistance, please contact me at 717-720-6422.
S'ncerely,
i
B andi M Kempfer
oss Prevention Representative
Belco Community Credit Union
l~~'~' I~a~Ic
3805Trindle Road, Camp Hill, PA 17011
717 737 2308 ~~x 717 737 2303
May 25, 2012
Re: Estate of Marie E. Deiter/SSN 204-18-0585
Dear Mr. Feichtel:
We received your request for information regarding M&T Bank accounts for Marie E. Deiter, who passed
away on April 11, 2012. Below, you will find all necessary details.
Owner(s) Account Type Balance as of 4/11/12 Accrued Interest Total
Ruby D. Adams Checking $5923.38
(Individual)
$.02
$5923.40
Ms. Deiter did NOT hold a safe deposit box with M&T Bank.
Should you need any additional information, please do not hesitate to contact me at the Trindle Road
Branch at (717)737-2308.
Sincerely,
7
,~
Cheryl E. icks, AVP
Branch Manager
cc: Ruby D. Adams
TaxDB Result Details
Page 1 of 1
Detailed Results for Parcel 10-21-0275-049. in the 201.0 Tax Assessment Database
DistrictNo 10
Parcel ID 10-21-0275-049.
MapSuflix
HouseNo 3428
Direction
Street BEDFORD DRIVE
Ownerl DEITER, MARIE E
C/O & RUBY D ADAMS
PropType R
PropDesc
LivArea 988
CurLandVal 33500
CurImpVal 93300
CurTotVal 126800
CurPrefVal
Acreage .19
CIGrnStat
TaxEx 1
SaleAmt 1
SaleMo 10
SaleDa 23
Sa(eCe 20
SaleYr 02
DeedBkPage 00254-00857
YearBlt 1958
HF File Date O1/OS/2007
HF_Approval_Status A
htm~//taxdh.ccna.net/details.asn?id=10-21-0275-049.&dbselect=l 4/23/2012