HomeMy WebLinkAbout09-24-12 (2)J 1505610143
OFFICIAL USE ONLY
REV-1500 ~"°'-'°'
PA Department of Revenue Pennsylvania county case veer File Number
Bureau of Individual Taxes °R'"'-MTOF R"~1°`
Po Box.2BOfio1 INHERITANCE TAX RETURN 2 ~~ 11 01051
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW Date of Birth
Social Secudty Number Date of Death
178 16 1763 03 10 2009 07 13 19X1
Decedent's Last Name Suffix Decedent's First Name MI
MANN HELEN L
(If Applleable) Enter Surviving Spouse's Information Below MI
Spouse's Last Name Suffix Spouse's First Name
Spouse's Social Secudty Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
1. Original Retum
^
2. Supplemental Retum
^ 4. Limited Eatate
^ qa. FWUre IMereat COm romiae
(date a deem enor ~z-tz-az(
O e Decedent Died Testate
(Attach Copy of NAIq ^ 7, (AdatltelloPYiof Tiuel) LINn9 Truat
l
^ 9. LiligaOOn Proceeds Received ^ 10. ~°~,°njg``a~t(dme~~f death
^ 21, Remainder Retum (date of death
prior to f 2-13-82)
^ !i. Federal Eslate Tax Retum Required
O 3. Total Number of Safe Deposit Boxes
^ 11.~Aaach Sch 0)ntler Sec. 9113(A)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTU1Daytlme Telephone Number
Name
AARON C JACKSON ESQ '117 234 4121
First line of address
2 LEMOYNE DRIVE
Second line of address
SUITE 200
City or Post Office State ZIP Code
LEMOYNE PA 17043
(REGISTER OF WILL5 USE ONLY
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L 1505610143 1505610143 J
2 Lemoyne Drive, Lemoyne, PA 17043
Side 7
PA Inheritance Tax Return
Signature of Additional Fiduciaries
ESTATE OF FILE NUMBER
Mann, Helen L. 21-11-01 0 51
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 beliel, It Is true, correct antl complete. Declaration of preparer other than the personsrl representative Is based on all
information of which preparer has a~ny~knowtadge.
Signature #2 ~~~/Ti~
Name vra ~, ~. ~.~a,,,,
Addressl 9466 Southern Hills Circle
Addressl
Zi
Lone tree co fio~x4
p
City, State,
Date N ~ ! '~--
Signature #3
Bar A. Mann
Name toy stoo vole Rd
Addressl
Addressl
Zi
S
t
Newtown PA 76940
p
ta
e,
City,
Date
PA Inheritance Tax Return
Signature of Additions{ Fiduciaries
ESTATE OF
Mann, Helen L.
FILE NUMBER
7d-11.01001
Undw penaltba of parJury,1 dectara Ihel I save axamined lhla rolum, Inrdudlnp acwmDanylnp schedules end atalemanls, end to the beat of
my knowledge and bnllel, It Is lrue, cored end wmpbb. Decleralion or preDarer olhar then Iha personal rsprolMlelNe b based on all
Informapon otwhks Dnperer has any knowledge.
SlOnature #2
Name
Addressl
Addressl
City, State, Zlp
Date
Signature #3
Name
Addressl
Addressl
City, State, Zip
Data
Oroaorv E Mann
0466 9oulhern Hills Circle
ions 7YSS co eot7~a, -
107 Sboavllle Rd -
NewWwn PA 78840
Se~~~~Zv^ ~ Z
•J
1505610243
REV-1500 EX Decedent's Social Security Number
oerAde~rr N.mo: Mann, Helen L. 178 16 1763
RECAPITULATION
304 , 000.00
1. Real Estate (Schedule A) ....................................................................................... 1.
2 135 , 370.17
2. Stacks and Bonds (Schedule B) ............................................................................. .
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... 3.
4. Mortgages & Notes Receivable (Schedule D) ........................................................ 4.
5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ............... 5. 13 , 7 75 • 2S
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6.
7. Inter-Vivos Trensfers 8 Miscellaneous f~Jbq-Probate Property
a Separate Billing Requested............
7.
8 9 , 118.71
(Schedule G)
g, Total Gross Assets (total Lines 1-7) ..................................................................... 8. S42 , 2 64.13
9. Funerel Expenses 8 Administrative Costs (Schedule H) ....................................... 9. 100 , 248 • 44
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. 10. ~ 3 6 , 160 • 98
11. Total Deductions (total Lines 9 & 10) ................................................................... 11. 136 , 40 9.42
12. Net Value of Estate (line 8 minus Line 11) .......................................................... 12. 405 , 854.71
13. Charitable and Governmental BequeslslSec 9113 Trusts for which
an election to tax has not been made (Schedule J) ............................................... 13.
14. Net Value SubJeet to Tax (Line 12 minus Llne 13) .............................................. . 14. 405 , 854.71
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rete, or
transfers under Sec. 9116 t 5 0. 0 0
(a)(1.2) X .00
16 . Amount of Line 141axable 405 , 854.71 1s. 18 , 263.46
al lineal rete X .045
17 . Amount of Line 14 taxable 0 • 00 17. 0 • 00
al sibling rate X .12
18 . Amount of Line 14 tazable 0 • 00 18. 0 • 00
at wllaterel rate X .15
ts. 18,263.46
1s . Tax Due ................................................................................................................ ..
20 . FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
1505610243 1505610243
REV-1500 EX Page 3
File Number 21-11-01 051
ueceaem s wnrPrcao ~•.v,c.~~.
DECEDENT'S NAME
Mann, Helen L.
STREET ADDRESS
1778 Winterhaven Drive
CITY
Mechanicsburg STATE=
PA ZIP
17055
Tax Payments and Credits:
t. Tax Due (Page 2, Line 19) (1)
2. CreditslPayments
A. Prior Payments
B. Discount 0.00
Total Credits (A + B) (2)
3. Interest (3)
q, If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 2 Line 20 to request a refund
18,263.46
0.00
1,733.81
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 19,997.27
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 trensferred :............................................................................... ^
b. retain the right to designate who shall use the property transferred or its income :.................................. x
........................................................................................
c. retain a reversionary interest; or ....................... x
d. receive the promise for life of either payments, benefits or care? ............................................................ x
2. If death occurred after December 12, 1982, did decedent transfer property within one ye~.ar of death without ^ ^
receiving adequate consideration? ...................................................................................................................
3. Did decedent own an "in trust for 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? .................................................................................................................. x
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..§9116 (a) (1.1) (i)).
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for ttie use of the surviving spouse is 0 percent
p2 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and tht: statutory requirements for disclosure of
assets and fling a tax return are still applicable even if the surviving spouse is the only benefciary.
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. §9116 (a) (1.2)].
. The taz 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. §9116 1'.2) [72 P.S. §9116 (a) (1 )].
. The taz rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percrant [72 P.S. §9116 (a) (1.3)]. A
sibling is defined under Section 9102, as an individual who has at least one parent in wmmon with the decedent, whether by blood or adoption.
R.v.,5g4 E%~,"-oa, SCHEDULE A
' REAL ESTATE
COMMON W EALTH OF PENNSYL VANIA
INHERITANCE TA%REIVRN
RESIOEM IIECEDFM
ESTATE OF
Helen
FILE NUMBER
All real property owned wNty or es a tenant In common moat bs roported at fair market vNua. Falr medcet value is defined ru the price alwhieh property would be
ezchenged between a Rse°proparty whlelh li iolotly novmstl with pMpol survivorship must be tliselwsd on echatlul eF a of the relevant (eds.
Attach a copy m iha settlement chest I/ Me property hae bean sold
Include a wpy of the tlsad showing tlaeetlam's Imerast M owned as tenant In common.
VALUE AT DATE
ITEM - DESCRIPTION OF DEATH
NUMBER
1778 Winterhaven Drive, Mechanicsburg, PA 17055 -Tax Parcel # 42-28-2419-128 1/alued pal{ 304,000.00
Appraisal by Clauser Real Estate Appraisals I
Attached hereto as Exhibit "C"
TOTAL (Also enter on Line 1, Recapitulation) I 304,000.00
(If more apace is needetl, addi0onel pages of the same aize)
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. 11-OS)
aa,r-tsoa sx. Is-ael
COMMON W FALTH OF PENN6YLVNN IA
INHERITANCE TAX RETURN
RE61pENTDECEOENT
ESTATE OF
SCHEDULE B
STOCKS & BONDS
NUMBER
11-01051
All property 7ointlyowned with fight M survivonhlp mmt bs dlacloaetl on Schedule IF.
ITEM
NUMBER CUSIP
NUMBER
DESCRIPTION
UNIT VALUE VALUE AT DATE
OF DEATH
1 Citizens Bank Investment Brokerage Account #L7K398559 - 7.375.41
Valued by Date of Death Valuation Letter
Attached as part of Exhibit "D"
2 Edward Jones Account #270-12887-1 -4 -Single Account - 91,753.01
Valued by Historical Date of Death Valuation Worksheet
Attached as part of Exhibit "D"
3 Edward Jones Account #270-90955-1-3 -Individual 12,854.99
Retirement Account
Attached as part of Exhibit "D"
q Federated Clover Value Fund Account#10894844 -Valued 2,570.04
by Date of Death Letter
Attached as part of Exhibit "D"
5 GE Interest Plus Account #9241359783 -Valued by Date of 8,046.34
Death Letter
Attached as part of Exhibit "D"
6 USAA Income Fund Account #00029041486 -Value based 12,788.38
upon Date of Death Letter
TOTAL (Also enter on Line 2, Recapitulation) 135,370.17
(If more space Is needed, addttlonal pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98)
Rev-1608 EX*(8-98) SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTHOFPENNSVLVANIN
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Mann, Helen L. 21-11A7051
Inclutle the proceeds of litigation end the tlela the prorsetls were received by the estehl.
All property lalntly-owned with the dght or survlvorahlp must be disclosed on achetlule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Citizens Bank Circle Gold Checking #610058-270-1 -Valued by Date of Death Valuation Letter 2,702.68
Attached as part of Exhibit "D"
2 Edward Jones Account #270-12867-1 -4 -Cash in Investment Account 452.57
Attached as part of Exhibit "D"
3 Personal Property -Miscellaneous Household Items 10,620.00
Valued by Cordier Auctions & Appraisals
attached hereto as Exhibit "E"
TOTAL (Also enter on Line 5, Recapitulation) I 13,775.25
(If more space is neetled, atltlitional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98)
Rav-75101:X(6-9a) gCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTHOFPENN6ylVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Mann, Helen L. 21-11-01051
This schetlule must tre completed entl Flletl if the answer to any of questions 1 through 4 on Iha reverse side of Pe REV-1500 CO`/ER SHEET is yes.
ITEM
NUMBER DESCRIPTION OF PROPERTY
THEL°NTENOF TRANSFERSATfACNTA COPVEOF THE EEO ~OR REAL ESTATE. DATE OF DEATH
VALUE OF ASSET %oF rlECO•s
INTEREST (I EXCLUSION
F APPLICABLE) TAXABLE
VALUE
1 The Hartford Annuity #710466315 -Valued per Date of 16,650.57 1 00.000% 16,850.57
Death letter
Attached as part of Exhibit "D"
2 The Hartford Annuity #711072392 -Valued per Date of 72,268.14 100.(100% 72,268.14
Death Letter
Attached as part of Exhibit "D"
TOTAL (Also enter on Line 7, Recapitulation)
(K more space is needed, adtlitional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
89,118.71
Form PA-1500 Schedule G (Rev. 6-98)
REV-N 61IX~110-08) SCHEDULE H
pxpEqN~gu FUNERAL EXPENSES &
COMIN~Q~EGEDENT~ANIA ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Mann Helen L 21-11-01051
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
A- FUNERAL EXPENSES:
See continuation schedule(s) attached 11,666.54
g, I ADMINISTRATIVE COSTS:
t. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zia
Yearlsl Commission paid
Attomev's Fees Tucker Arensberg, P.C. 60,000.00
2.
3, Family Exemption: (If decedent's address is not the same as Gaimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 473.50
5. Accountant's Fees 2,100.00
fi. Tax Retum Preparer's Fees
7. Other Adminisiretlve Costs 36,988.40
See continuation schedule(s) attached
TOTAL (Also enter on Ilne 8, Recapitulation) 100,248.44
Copyright (c) 2009 form software only The Lackner Group, Inc.
Fpnn PA-1600 Schetlule H (Rev. 10-06)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE: NUMBER
Mann, Helen L. 21-11-01051
NUM ER DESCRIPTION AMOUNT
Fnr,eral Expenses
1 Gingrich Memorials -Granite Headstone 3,336.00
2 Malpezzl Funeral Home 8,360.64
t1_p 11,666.54
3 Other Administrative GosL
Christopher orZach Brunner-Yard Maintenance/Snow Removal
2,430.00
expense total for May 2009 -February 2011
maintenance of Real Properly
4 Citizen Bank Account -Maintenance Fee total expense May 2009 -July 2072 720.00
6 Clauser Real Estate Appraisals -Appraisal of Real Property 375.00
6 Cumberland County Tax Assessors-2011 Delinquent Tax Payment 1,332.23
7 Cumberland Law Journal -Estate Advertising 75.00
8 Dennis Zerbe, Tax Collector -Real Estate Taxes 2010 4,427.25
9 Dennis Zerbe, Tax Collector-City and County Taxes 2010 1,290.73
10 Dennis Zerbe, Tax Collector -Real Estate Taxes 2011 4,212.67
11 Dennis Zerbe, Tax Collector -Real Estate Taxes 2012 4,128.42
12 Marin H. Yohn, Tax Collector -City and County Taxes 2009 1,164.30
13 Marlin H. Yohn, Tax Collector -Real Estate Taxes for 2009 4,309.77
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1600 Schedule H (Rev. 8-98)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE: NUMBER
Mann, Helen L. 21-11-01051
DESCRIPTION AMOUNT
NUM ER
14 Pamela M. Reitenbach -Appraisal of Real Property 376.00
15 PPL Electric Utllities -expense total May 2009 -July 2012 4,352.85
for maintenance of Real Property
16 RSR Appraiser & Anaylysts -Appraisal of Real Property 600.00
17 The Sengnel -Estate Advertising 242.84
18 United Water -expense total May 2009 -July 2072 414.63
on Real Properly
19 Upper Allen Township-Sewer Account #5282419128 1,568.00
20 USAA Home Owners Insurance - expense total from May 2009 -July 2012 1,748.70
maintenance of Real Property
21 Vertzon -expense total May 2008 -July 2012 857.81
for maintenance of alarm system on Real Property
22 Zeplin Security -expense total from May 2009- July 2072 1,350.00
security system for Real Properly
H-B7 35.988.40
Copyright (c) 2002 form software only The Lackner Group, Inc. Farm PA-1 a00 Schedule H (Rev. 6-96)
Rev-1613 E%+{12-eel
COMMONNEKTHOFPENNSriVNNN
INHENITPNCE TPX RETYRN
REROFSrt oECeoeNr
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, St LIENS
ESTATE OF (FILE: NUMBER
Mann. Helen L. 21-11-01051
Report tlebH Ineumd bytM deaGnt ptlorto weM tl,tl nnRlnsd unpaid e! the tleb W tlutl,, InelWing unnlmbunsd mntlleel axpenne.
VALUE AT DATE
ITEM DESCRIPTION OF DEATH
NUMBER
1 Messiah Village -Nursing Home BIII 6,000.00
2 Messiah Villiage -Nursing Home Care 138.13
3 Messiah Villiage -Nursing Home Care 24,000.00
4 Messiah Villiage -Nursing Home Care -Final BIII 5,136.15
5 PPL Electric Utilities -Final Invoice #10201-31007 128.82
6 United Medicare RX 139.00
7 United Water Pennsylvania-Account#00200998536258 8.81
8 Upper Allen Township-Sewer Account#6282419128 372.16
9 Verizon -Messiah Village Phone Llne -Final BIII #777 796-1259 183.32
10 Verizon - Winterhaven Phone Llne -Final BIII #717 796 0888 21.84
11 Zeplin Security Group, Inc - Secudty System on Real Properly 33.75
TOTAL (Also enter on Line 10, Recapitulation) I 36,160.98
(R more space is nestled, edddiond pages of the aeme aize)
Copydght (c) 2009 form software only The Lackner Group, Inc. Fonn PA-1500 Schedule I (Rev. 12-08)
SCHEDULE J
~~M ~~~~,y^"'^ BENEFICIARIES
ESTATE OF FILE NUMBER
Mann, Helen L. 21-11-01051
NAME AND ADDRESS OF RELATIONSHIP TO
DECEDENT SHARE OF E;iTATE AMOUNT OF ESTATE
NUMBER PERSONfSI RECEIVING PROPERTY (WONs) ($$$)
T AXABLE DISTRIBUTIONS [include outright spousal
I. tlislnbutions, end transfers
under Sec. 9116 a 1.2
1 Barry A. Mann Son One Third of
P O Box 63894 Residuary Estate
Phlladelphia,PA 19147
2 Greg E. Mann Son One Third Of
9455 Southern Hills Residuary Estate
Lone Tree, CO 80124
3 Holly L. Ritchey Daughter One Third ~Of
1204 Allendale Road Residuary Estate
Mechanicsburg, PA 17055
Total
Enter dollar amounts for distributions shown above on lines 15 throw h 18 on Rev 15 0D cover sheet as a ro date.
II NON-TAXABLE DISTRIBUTIONS:
SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
. A.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF Rtv-t suu uwcr< anpc i r
Copydght (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08)
- .....
This is to certify that this is a -true copy of the record which is on file in the Pennsylvania Division of Vital Records in actor ante
with Act 66, P.L. 304, approved by the General Assembly, June 29, 1953.
WARNIN/-//G'_//:-.~It ii]s illegal to duplicate this copy by photostat o~rDphoatograph. / /y'
~'~~~> ! (/{I MCI., ~/~/..P4p,W,
J--Charles Hardester
State Registrar
Calvin B. Johnson, M.D., M.P.H.
Secretary of Health
6/illi.:r~J
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PER: FD DATE:3-17-06 ba60MMONWEALTH OF PENNSYLVANIA • DEPAFTMENT OF HEALTH • VITAL flE!CDEDS
CERTIFlCATE OF DEATH STAIEFlIENUMREfl
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~ 0 (Sre instructions and examples on reverse)
REGISTER OF WILLS
CUMBERLAND COUNTY
PENNSYLVANIA
CERTIFICATE OF
GRANT OF LETTERS
No . 2011- 01051 PA No . 21- 11- 1051
Estate Of: HELENL MANN
(First, M/tltl/e, Lasfl
a/k/a : HELEN M MANN HELEN LOUISE MANN
Late Of : CUMBE LAND COUNT l P
Deceased
Social Security No: 178-16-1763
WHEREAS, on the 20th day of March 2012 an instrument dated
September 11th 1996 was admitted to probate as the last will of
HELEN L MANN
(R'ot Midtlb, Late
a/k/a HELEN M MANN HELEN LOUISE MANN
late of UPPER ALLEN TOWNSH/P, CUMBERLAND County,
who died on the 10th day of March 2009 and,
WHEREAS, a true copy of the ,will as probated is annexed hereto.
THEREFORE, I, GLENDA EARNER STRASBAUGH Re=gister of Wills in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAII/IENTARY to:
BARRY ARMANN Y and GREGORY E MANN and
who have duly qualified as EXECUTOR(R/X)
and have agreed to administer the estate according to law, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 20th day of March 2012.
` egrsrer o nos
eputy
**NOTE** ALL NAMES ABOVE APPEAR (FIRST, NffDDLE, LAST)
~ -.~,
~o --' ==
-, ~ r_- _
LAST WILL AND TESTAMENT ' ~ ~ G,
~~~~ _
OF c-i ~~ ~ y-: _ -r;
l.~ ~._T
HELEN M• MANN n ~' ;~ ~" O
I, HELEN M. MANN, of Upper Allen Township, Cumberland ~''
County, Pennsylvania, make, publish and declare this as and for
my Last Will and Testament, hereby revoking all other Wills and
Codicils heretofore made by me.
FIRST: I devise and bequeath all the x•est, residue and
remainder of my estate of whatever nature and whe:reveointmenteand
including any property over which I hold power oil app
together with any insurance policies thereon, unto my husband,
ROBERT D. MANN, provided he survives me by sixty (60) days.
SECOND: Should my husband, ROBERT D. MANN, predecease
me or die on or before the sixty-first (61st) day following my
death, i devise and bequeath all the rest, residue and remainder
of my estate of whatever nature and wherever situate, including
any property over which I hold power of appointment and together
with any insurance policies thereon, as follows:
(A) I bequeath such of my tangible p~arsonal property
as is set forth in a separate dated and signed '.Memorandum, which
dated and signed Memorandum shall be placed with or attached to
this, my Last Will and Testament, to the individuals designated
therein. It is my intent that the last dated a.nd signed Memoran-
dum shall control. If there is no Memorandum, it is my intent
that all of my tangible personal property shall be and become a
part of my residuary estate. residue and
~ eath all the rest,
(B) I devise and bequ
remainder, in equal shares, to my children, BARRY A• MAN'
GREGORY E. MANN, HOLLY L. RITCHEY, provided that should any of my
children predecease me, Z give and bequeath such child's share
unto his or her issue per stirpes by representation, and if there
be a failure of same, then I give and bequeath such deceased
child's share to my surviving children as provided herein.
0
THIRD: In addition to all powers grani:ed to them by
law and by other provisions of this Will, I give the fiduciaries
acting hereunder the following powers, applicable: to all proper-
ty, exercisable without court approval and effective until actual
distribution of all property:
(A) To sell at public or private sale,, or to lease,
for any period of time, any real or personal property and to give
options for sales, exchanges or leases, for such prices and upon
such terms (including credit; with or without security) or
conditions as are deemed proper. This includes t:he power to give
legally sufficient instruments for transfer of the property and
to receive the proceeds of any disposition of it..
(B) To partition, subdivide, or improve real estate
and to enter into agreements concerning the parti~.tion, subdivi-
Sion, improvement, zoning or management of real estate and to
impose or extinguish restrictions on real estate..
(C) To compromise any claim or controversy and to
' abandon any property which is of little or no value.
(D) To invest in all forms of property, including
stocks, common trust funds and mortgage investment funds, without
h restriction to investments authorized for Pennsylvania fiduci-
~ cries, as are deemed proper, without regard to any principle of
~~, diversification, risk or productivity.
S
(E) To exercise any option, right or privilege granted
in insurance policies or in other investments.
(F) To exercise any election or privilege given by the
Federal and other tax laws, including, but not necessarily being
limited to, personal income, gift and estate or inheritance tax
laws.
(G) To make distributions to my herein named benefici-
aries in cash or in kind or partly in each.
(H) To borrow money from themselves ors others in order
to pay debts, taxes, or estate or trust administration expenses,
to protect or improve any property held under my will, and for
2
investment purposes.
(I) To select a mode of payment under any qualified
retirement plan .(pension plan, profit sharing plan, employee
stock ownership plan, or any other type of qualified plan) to the
extent the plan or the law permits them to do so, and to exercise
any other rights which they may have under the plan, in whatever
manner they consider advisable.
FOURTH: I direct that all inheritance, estate,
transfer, succession and death taxes, of any kind whatsoever,
which may be payable by reason of my death, whether or not with
respect to property passing under this Will, sha]L1 be paid out of
the principal of my residuary estate.
FIFTH: I nominate and appoint my husband, ROBERT D.
MANN, Executor of this, my Last Will and Testament. In the event
of the death, resignation or inability to serve :Eor any reason
whatsoever of the said ROBERT D. MANN, I nominate and appoint
BARRY A. MANN, GREGORY E. MANN and HOLLY L. RITC]HEY, Co-Executors
of this, my Last Will and Testament. I direct ghat my Executor
or Co-Executors, as the case may be, and their successors, shall
not be required to post security or a bond for the performance of
their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal topthis, my Last Will and Testament, this %/ ~ day of
~(,,,~-,ate[-u~~ 1996. ~`£.k/ ~~t. ~~la-'w^^~ (SEAL)
d HELEN M. MANN
Signed, sealed, published and declared by the above-
named Testatrix as and for her Last Will and Te:>tament in our
presence, who, at her request, in her presence and in the
presence of each other, have hereunto subscribeci our names as
attesting witnesses.
Address
Address
3
MEMOFi,ANDUM
In accordance with the provisions of Clause SECOND (A)
of my Last Will and Testament, dated , 1996, I
direct that the following described personal property be given
outright to those individuals so designated:
Date: (SEAL)
HELEN M. MANN
APPRAISAL OF REAL PROPERTY
LOCATED AT:
1776 WlMerheven Dr.
Deetl Baok 117 Pege 837
Mechanicsburg, PA 17065
FOR:
Tucker Arensherg, Aaomeys
2 Lemoyne Dr.
Lemoyraa, PA 17043
AS OF:
oa~lonoos
BY:
Dennis L Stover
PA Certleetl Residentlal Resl Estate Appraiser
CertRCedan Number RL 138906
Clauser Reel Estate Apprelsak
PO Ba><777
Cemp Hill, PA 17001-0777
Form GAt -'WInTOTAL' appraisal software by a la mode, inc.-1-660AtAM00E
Tucker Arensberg, Aacmeys
2 Lemoyne Dr.
Lemoyne, PA 17043
Re: Property: 1778 W IMerhaven Dr.
Mechanicsburg, PA 17056
Owner The Esteta of Helen L Mann
File No.: 12-0301 R~ '
In accodance with your request, we have apprelsed the above referencetl property. The report of that apprelsal is
attached.
The puryose of [hh aDP2lsal Is to estimate [he market value of the property described In this apprelael report, as
Improvetl, In unencumbered fee simple tlUe of ownerehlp.
This report Is based on a physical analysis of the atte entl Improvements, a kaatlonal analysle of they neighborhood aM
city, and en ecoramk anahysls of the market for properties such as the aubJect. The epprelsal was devebpetl end the
report was prepared In accordance wtth the Unl(orm Standards of Profesalonel Appraisal Practice.
Tire value conclusbns reported ere es of the efteutive date elated in the body of the report end corA:IngeM upon the
certilicatlon eM Ilmitlng condttbns attached.
II has been a pleasure to assist you. Please tlo rat hesitate to contact me or any of my staff H we r:an be of adtlttbnel
service to you.
Sincerely,
Dennis L. Stover
PA Slate Certilled Residential Real Estate Appraiser
Cert~catlon Number RL 138906
TABLE OF CONTENTS
Cover PaAe ..................:..............
Cellar of Tmnsmltlal ....................
Table A Canteens ........................
Sumnery of Sallem FeaNms .......
USPAP Wemtlicatlon ...................
GP flesltlaNal ............................
SBb~ea PhOlos ............................
Inleda Phoks ............................
Bulklnp Sketch Page -1) ...........
Plat MaD ......................................
Comparable Pholos 1-3 ..............
Lacatlon MaP ..............................
Appraisal AdtleMUm - Special Cc
Sktemenl of Llmdtlrq Co~IUOOs
Elabgnlc SlpnaWrm CompWance
Gualtligadans
OualAlcatlore
Invoice ........
t
2
3
4
5
6
9
10
11
12
13
14
15
16
1B
19
20
21
22
Form TOCNP-'N4nTOTAL' appraisal satt~vare by a k mode, Inc. -1-800-AIAMOBE
SUMMARY OF SALIENT FEATURES
Suh~ect Address 1778 WIMerheven Dr
Legal Descdptlon Deed Book 117 Pege 937
City Mechanicsburg
CauNy Cumberland
Shte PA
Dp COtle 17055
Census Traci 42041-0116.02
Map BelerenCe 25420
Sete Pdce E NA
Dare at Sale NA
CNad Tucker Arensberg, Attorneys
Bogowa NA
Size ~$gaare Poet) 2,921
Pdce per Square Pont E
Locatlon Suburban
pge 14
Contlltlon Avg
Total Booms 9
Bedrooms 4
Baths 2.1
Apprelser DenNS L Stover
Gate of ADDrelsetl Value 03/082012
Pour Estlmate of Value E 304,000
Farm BED-•WnTOTAL• apprelsal solhvere by a M mode, Inc.-1~BOOALAMDDE
GEOiiGE CLAUSER
APPRAISAL AND REPORT IDENTIFICATION
This Apprelsel Report Is 90fl d the fdlowlnA types:
^ Ser Codaine0 (AwrNen report prepared undo StandaNS Rule 2-2(a) , pursuadN th Scope d Work as disclosed elsewhere Inihis report.)
®Summery (A wdnen report prepaetl under StandaNS Rule 2-2(b) , pursuantm the Scope d Work, as disclosed elsewhere in ihk report.)
^ Restricted Uae (es~gi~ ~otlM1ie restat~irdendetl use a specttied cM nt orimended us~ee; cope d Work as Usclosatl elsewhere inthls report,
Comments on Standards Rule 2-S
I ceddY that, ro the hest d my klrowledAa aM beget:
The aNtemeds of fact coNalned In tNS report am We and wrrem.
The reported anayses, opinions, and caroluslons are gmh~ ony by Ne reporletl assurrytlons and IlmltlnA coMNOns and are my persona'., IngaNal, and uMlased prdessisnal
analyses, oplnlom, antl cancluslow.
1 love ro (or dre specified) preseN or prospscAVe inkrest In dw propeM that N the subject d INS report and ro (Ar Ne speclfled~ personal Ideresl wM respect to th paMes
Involved.
I have ro hies with respectto tlw property Nat Is Ne suh~ecl of Yds repod orihe partles ImoNetl wfih Nis assigmwrd.
My enpagemem In Nls assignnwm was nd contlnpem upon devdoplrp or repoNnA predetemdned results.
My comperoation for compktlnp INS asslgnmeN is not corNnped upon Ne devebpmwd or repoNnp d a predeWmined value or dlrectlon In value Nat favors the cause
of the cgent th amount N Ne value opinion, tlw ahalnmem d a stlpulatetl resutl, orttre occunence d a subsequed event directly reined N Ne i~ntletl use d Ws appraisal.
My analyses, opinions end comiuslons ware tlevebped and tlds report has been prepared, In codomtlhy wgh the Unllorm SNndards d Prnesslonal Appraisal Practlce.
I have made a personal InspeNan Ai Ne propeN/ Nat k the subject d Nis repod.
NA ore provketl siAntlkam real prapeM apprelaal assistance N the person slAninp Nis certlllcatlon. (tl Here are mccepdons, Ne name d each IntlMdual providing slAnlflcam
real property aDprelsal assLSNnce Is mnai elsewhere In iNS report)
SlgnaNre: ~'
Name: Dennis L. Stover
Date Signetl: March 07 2012
Slate Cwtlllcatlon #: RL 138906
or State License #:
Slate: PA
F~Imtlan Dale d Cmtlflcatlon ar Iiceroe: 06/30/2013
Eifectlve Dak d Appraisal:
SlpnaNre:
Name:
Oale Slpnetl:
State CeNikatlon #:
or State Ucense #:
$inB:
E~Iratlon DeN d Certdlcatlan or Ucense:
Supervisory Appmker InspecNw d Suh~ec1 Ropwly:
^ Ok Nd ^ E#edor-adyfmm street ^ Inkdor and Egalor
Fortn IWS- "lJInTOTAI' appraisal soNware by a la mode, Inc.-1-BDD-ALAMOOE
APPRAISER: SUPERVISORY APPRAISER (only It rs9ulred):
GEpiGE CLAUSEH
Summary Report
Summery Reoort
Summary Report
rrrwe wso0A1CA1 epfMMeRV RFPART PL Nnt 12-0301 R-0
KCJIUCIY E 1/1L /"at-r awvrsa..,.........~... . _~. _- _ - ......._. - --
The CastA mach was not deveb dior tNs sisal.
COSTAPPROACHTOVALUE develo
Provide a oats Inlprmadon for re ~catbn of Ve Iolbwin caslil ores aM cakulatlons.
"
AO
SuDWrt for the opinlan of she value (summary al compareble kntl sales or otlla mdhotls fw estlmatinp stte value): MarkeUCCI
ESTIMATED REPRODUCTION OR REPLACEMENT COST NEW OPINION OF SIZE VALUE..._..__....._.._........_.._ .............._......._. =E 66 000
E
Source of cost data: NA DWELLING 3 .fL Q 1. _ =
;;
=E
H
E
...
.
.
Duo retl from tom Service: NA Eitectlve dew of tom tlata: NA E R II -S
Conwlams on Cast Approach (gross gvlnB area calculations, delaeclatlon, etc J:
=E
Ft $ ..
NA S .FL :k .- =E
=E
Gam elCe ort S .R E _ =S
Told Eatlmaw of Cost-New -- =E
Less slcal Functlonal Exlemal
redatlon =E
D reckwtl cost of I rovemeNS ...._ ..............._.............._..... =s
"AS-IS" Value of Elk I ravemmAS _...__...........__............__.... =E
=s
=E
EstlmewO Rwnald Ergmmic Lde Wfed: Years MmCATFDVAWEBY pAET APPYIOACII ._._...._....____........__ =S
INCOME APPflOACH TO VALUE Vtleveb d The Income roach was not davde ea for tMS relsal.
EstlmateO M0 Market flel%E NA %Gmss flem MUN Ilan NA =s IMlawd Yalue InaemeA mesh
Summary M Income Appmach pncludinA support for madkt mnl antl GRM):
PROJECT INFORMATION FOR PUDa If a Ilabk The gob act Is an of a Pknred Untt Devek anL
I Name of Pro c1:
Dasctlhe epmmon ekmems antl reweatlonal tacNtles:
Indkeled Velueb .Sake COm IeonA roechE 304000 Coat ech (V devil )END Iname roach lV develo END
Rnal Recancigatlon Incufficlem market data was evallable to process the Irlcome Approach The Saks ComoaHson Approach Is deemed mast
relkble entl Ivan neatest wet ht.
sublet k compNtlon per pkre and speclflcatlons on tle bask of a Hypotlwtlcal Candkan that the Improvellwnw have bmn
THS appraisal Is matle "as Is"
,
cwrDlekV ^ sublet! w the faWwlnA reDalrs pr atteretlons on the bests of a HypaNetlcal CoMMan Vet the repairs or attaatlore have been campkted, ^ sublet! m
'
.
Ve fpfowinp required Inspection based on the EwroaNimry Assumptlon brat Va condPoon ar delickncy dom not require atteretlan or repair. H property Is Soltl
sublet[ N atistadorv t rml[e e d redo ceNO lbns with appraised value based on clear tact results.
TNS oil Is ako sub ed w other H oNetlral Conditlom aM/or FbmoNire Assum !Ions as s edited In the atwchetl addenda.
Shed on the tlegroe of impectlon of the aublest property, ae Indicated blow, tlelked Seope of Wody Stekmant of AfeumpNana and LlmVing CondNlona,
my (our) Opinion of tlro Mark! Value (or other epeellkd value type), a deAned herein, of the mat properly that k Vm aubkq
relaer'e CertlACedone
d A
,
en
pp
of thla repot ia: S 304,000 ee oY. 03/102009 , whkh k the NleNve dNe of mw app W
ke le wblect to Ytypothetlal CondVlona eM/or Fxlmordinery A»ump8one included in thla report Sae etmehed addenda.
b
f V
hi
O
l
n o
e
a
p
n
If Indieekd above, C
A true and comPkw copy of VYS report col:wlle 22 popes, Inebtlinp mdYhVS wNCh am comidered en Inte0rei part al Vra report TNS appraisal report nay rM be
pmpery understood wVhout refererce w the IrAometlon comalnetl In the complew report.
AVazhed F1O1wVS:
® Scope d Work ®LlmNnp CondJCertVicatlom ^ Namatlve Addendum ®Photpgreph Addwd~a ®Ekekh Atltleldum
® Map Atltlentla ^ Addltlanal Sales ®Cost AtldeMUm ^ Fbod Addendum ^ ManN. House Addendum
H othetlcal CantlVlons E>OaoNlm Assu ole
CtleN Comad: FAIN D Henrv CYemName: TutkerAremhero. Alton ya
E-Malt fnen [uckedew.wm Address: 2 Lem Dr. Suite 200 Lem PA 17043
APPRAISER SUPERVISORY APPRAISER (H required)
or CO-APPRAISER (If applicabNa)
~~
L
L
~ ~ ervisoryor
Eu
,
-.--
Apprelser Name: Dennk L Stover p
Co-Apprelsa Name
I Is
l E
t
te A
R Compam/:
a
pp
ea
s
Company: Clause
Phone: (7171737-7300 Fall (7171730-0922 Phone: - Fat
mwsLnet
ll
~
E
M E-MaIC
: dstova eac
eco
-
a
Dak N Report (Sgnatwe): Maroh 07 2012 Dale b flepon (SlAnakre):
gwte:
llceme ar CeNtlratlon #: RL 138906 Swte: PA Uceme of CertMcatlan #:
tl Deslpnatlam
Deslpre
on:
EtOlrsVOn Dak of License ar CertlAcatlon: 06/302013 E1Olraikn Dak d Liceme pr CertlECatlan:
hwpecVOn of gubject ®Imertpr & Fxkdor ^ Exlwiw Ony ^ Nom Inspettlon d guhlxt ^ Interior & Exwdor ^ E1Aertor Ony ^ None
Dew of Ilw ctlon: 03/062072
r,.,.a,u„e cnrr 4. a b m,w. be ia4lo,m novae Dam d lm n:
mmemM unnwdlbtl wRMUI wa4n pe,mWbn, Awew, ebmoee, inc. mua a acb,w.teptl ab emtlim
a Form GPREE2 -"WInTOTAL' apDralsai sollware by a la mctla, Im. -1-GO0.ALAMODE
Suhiect Phato Page
Subject Front
1778 Wimerhaveia Dr
Sales Ptlca NA
Gross LlNng Area 2,921
Total flooms 9
Total Bedrooms 4
Total Batlaaoms 2.1
Location Suburban
New Avg
Slle .33 Acres
Guality Avg
Age 14
Subject Rear
Subject Street
Form PICPOLSfl -'WhdGTAL' appraisal soltwam by e b mode, Inc. -1-80DALAMOGE
Inferior Phot08
FOYER LIVING ROOM DINING ROOM
FAMILY NOOM FLORIDA ROOM KITCHEN
KITCHEN MASTER BEDROOM MASTER BATH
BEDROOM BEDROOM BEDROOM
gpTH BASEEMENT HVAC
Form PICINTIS -'WmTCfAL' appminl soflwan by a la motle, Inc. -1-W4ALAMOIX.
Building Sketch
1778 W INTERHAVEN OR.
°MNO FIRST FLOOR
BASEMENT
1~
6
~ ~ ~~ v.«• rum•
acw own° ~ um
9 cm 6 ru.°°. eEOnaor
M W~"
Cwnmenm:
AREA CALCULATIONS SUMMARY
9•~ Nxam
9..•d
c
d
NNrwr LNING AREA BREAKD
Bnwkd9wn OWN
9uba9bl.
p
0
•
c1.91 zlvc Woos z9zl.9o ze31.a5 al:.c plop l6
0o z 16.00 19s.o9
Beam 9•••rve z9zl.oo
-19fi
00 .
1].00 z 35.00
595.00
.
Cs•rl ep•e•
Cs•rl 8p•u ] -336.00 3399.00 6.00 z 3],00 109.00
9
00
G9R AttaOE•d 0•s•q• 609.00 609.00 3.00 z 6.50
0.5 : 3.00 z 3.00 .
2.00
0.5 x 2.00 : 2.00 2.00
11.00 z 13.00 163.00
36.00 : 65.00 1530.00
16.00 z 26.00 33fi.00
Net ENABLE Area (Rounded) 2921 9 ttems (Rounded) 2921
Faml SI(T.BMSkI - M1MnTOTAL' apDNisal sattweN by a la mode, Inc.-1~BOQALAMDDE
Plat Map
Fam MAP.PLAT-'W1nTOTAL' epDralsal sollware by a la motle, Inc. -1-800-ALAMOOE
Comparable Photo Page
Comparable 1
311 W Meadow Dr
Pfox. k 5ublact 0.10 miles NW
Sak Pdce 286,000
Grass LldnA Area 2,203
Told fl00ma 7
Told Bedrooms 4
Total BaNrooms 2.1
Locatlon Suburban
Now Equal
Sik .35 ACres
Oallry Avg
AAe 14
Comparable 2
638 DlNSlon SL
Pfmc k $ubJect 1.44 miles SE
Sale Pdce 302,000
Gross LMip Afa 2,600
Tokt Roams 7
TWI Bedrooms 3
Tolal Batlrooms 2
LacaOon Suburban
View Equal
Site 1 Acre
Ouallly Avg
AAe 41
Comparable S
2479 Glime Dr
PfoK k Subject 1.72 miles SW
Sak Pdce 270,000
Gross LlsinA Ara 2,038
Taki flsems 7
Told Bedrooms 3
To1at Battraoms 2
LacaOon Suburban
New Equal
Sile .10 Acres
Oualtty Avg
Age 7
Form PICPBLCR - NAnTOTAL• appraisal somrere by a k mode, Inc. -1-800-ALAMOOE
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Form MAP.LDC-"MnTOTAI' appraisal solM~are bf' a la nwlte, Inc. -1-BOPALAMDDE
SPECIAL CONORIONS ADDENDUM
The following checked Items ere specific special contlttlorm [hat were Itlentlfletl by [he appraiser during [he Inspection of the
subject property, the Incomparable sales, and their nelghborhootls end bcatbw.
_ 1. The subject Is located in a rural area and Is less than 25% built-up. The condition Is
typical and common for me area and DOES NOT affect the market value.
_X_ 2. Commerdal uses ere located wphin the subject's nelghborlwod. These uses ere typcal
of similar neighbortrootls end DO NOT enact the market value.
X 3. Intlusblel uses ere locatetl wlthin the subject's nelghbomootl. The presence of
Intlustdal uses, is typical for [he neighbortwod and DOES NOT affect the market value.
X 4. Vacam entl underdevelopetl lend uses ere locetetl wlthin me subject's nelghbomootl.
These uses ere typical for the area end DO NOT effect the market value.
x 5. The predominant value In the nelghbortaotl Is less then that of the market value of me
subject property. This condltbn DOES NOT have an adverse eReQ the market value.
6. The subject property Is loca[etl In a F. I. A ItlenRfied Flood Zone.
7. Dampness Is noted In the basement of the subject. Standing or running water was not
presets on basement floor.
_X_ B. The subject is older Men five(5) years okl. All mechanical systems Including the
heating, elecalcal end plumbing system appears upon a visual exlerbr Inspection to
he In working order. No warrentles are Implied In this statement.
_ 9. The alecbiwl system was trot wnnecled during Inspection.
_ 1 g. The water seMCe was not connected during inspection.
11. The heetlng system was shut down doting Inspection.
12. W ell and septic are common to the area.
_ 13. Repair items were rwtetl In the commeMS section of the report These wmments an
repair tams ere for tlescdp[IVe purposes only end ere not required repelre. The
repair items are cosmetic In nature aM DO NOT effect the market value.
_ 14. Subject is new wnstructlon aM was 90% completed on tlete of Inspection. Compliance
and completion Inspections suggested prbr to settlement.
15. Should property be sold, termite and retlon certifications are suggested, wkh appreised
value basetl on clear results.
_ 1fi. The land value ett~seda 30% of total value due to the high demantl for vawm land in
this nelghbomood. This condttion is consideretl common end typical forme
nelghborhootl and DOES NOT enact the market slue.
_ 17. The land value arxeetls 30% of total value. This Is due to me large size W me site.
mis condltlon Is cowMered to be typical end wmmon and DOES NOT enact mare market
value.
_ 18. Individual adjustmeins were required that exmed 10%. Those atljustmeMS were requlretl
tlw to the lack of more similar comparebles on met IntlMdwl rating. All mree
campareblas ere iha BEST AVAILABLE.
_ 19. Total etljustments exceed 15%. ThIS 19 tlue to the lack of comperables on ma[ IntllNdual
retlng. All three comparebles are the BEST AVAILABLE.
X 20. One or more comperebla sales ere oltler man sIx(6) monms oltl. Although there are
compareble properties In ma subject area, none have sold recently, therefore, sales
in excess of sbc (6) monms oltl had to be used.
X 21. One or more of the compareblee used were In excess of one(1) mile from the subject
property. Almough there ere comparables In the Immetliate area, rwne have sob
recently. Therefore, tt was necessary to use wmpareble sales outside of me
immetliate area. All comperebles used are loceletl in similar nelghborfwods end wkhin
the same marketing area. All mree comparehles wed were the BEST AVAILABLE.
_ 22. Roofing certlficagon Is suggested.
_ 23. Plumbing certKcatlon Is suggested.
_ 24. Emclrical certlficalion Is suggestetl.
_ 25. Heating cerflflcaUOn k suggested.
_ 28. Fbotl Hazartl Ireurenrs Is su99ested.
_ 27. Seller Is paying part or all of closing cost. This DOES NOT effect me market value.
_X_ 26. Aa wmpareble sales are closetl sales.
_X_ 29. The subject property has trot Irensfened In the pest tMee years..
_X_ 30. This appraisal Is a Summary Report wtth complete data retelnetl In appraisal RIe.
Form SUP -`WInTOTAL' appraisal sallwam by a la mad& Inc.-l-gg0.AlAM00E
DEFINITION OF MARKET VALUE: The most probable price wNch a property shouts bRng In a competltlve and open madmt under all contllVons
requlsik to a lair sale, the grya and sGbr, exh actlnp pmdamy, bewledgeahy and assuMnp tle pdce is trot aVected by mMUe atlmubs. Implktt In tins
dminmon is the cansummatlon of a sab as of a speUflad dale and Ve passing U the from seller ro buyer uMa conditions whereby: (1) buyer aM seler am
ryplwtly motlvatetl; (3) boN partles are wGl INOmetl or weA advises, and each acdrq In what he comlders Ns awn best Inkrest; (3) a reasonable tlme is albwed
far mgosua In Na open maRmC (4) paymeN Is made In tams G cash In U.S. dollars or in kma of iNanclal artanpemmk comparable Nerero; aM (6) tle Dtlce
relaeseNS Ne normal wnsideratlon for Ue propay sold unaVected by special or creatlve VranclnA ar sales canceaslans^ granted by anyone assoclabtl with
the sale.
^AtllusMads to Ne comparebks must be made for speUal ar creatNa ilrenclnA or sales corcesslans. Na adlatmems are rrecessary
for base costs welch are normaM pall by sellers as a result of imditlon or bw In a maRcU area; these costs are madly Identlllahle
since tle seller pays Vase costa in NrtusYy all sobs imreactlans. SpxIN ar creatlve ilnancinp ad~usMads can be made ro Ne
cortgamble property by campadsons to flrenclnA tams oVaetl by a tlaN parry IcaVWtlmat lender that Is rat already ImoNed In Ve
property or Vansamlan. Arty adlusmerd shook not be calculated on a mechaNCal doter far Mlla cost of tie ihmncinp or concession
but Ne dollar amoum of aM ad~usbneM sleek apprmdmak Ve marhaYS reactlon to tle Ilnanclcp or concessions based on Ne
appmisa's ~udpanem.
STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION
CONTINGENT ANO LIMITING CONDRIONS: The appraisers certtticatlon that appars In the appraisal relwrt Is subjeU ro tlm fotlowing
coMNons:
1. The appaiser witl nol be resDOrsibb for matlers G a lapel nmae Nat ailect dNa tlm property bGnp appraised or the title tc V. The appraise assumes tllm
Ne We Is good acm marketable and, NeMOre, will nN raMa am opidons abaN Ve tltle. The property Is appraised an tle basis of V hemp urda responsible
ownersbp.
2 The appraiser has provides a sketch In Ve appraisal report ro show apprmdmak dlmereloro N Ne Improvanems and Va skUCh Is Included oNy to assist
the mailer m tie report In visualtring Ne property and untlerstandinp the appraiser's dekminmlon of Vs size.
3. The appmiser has elamined Ve avalkble Mad maps dal am promdal by Ve Federal Emergency Manapemem Agency (ar mho data sources) and has clmetl
In tlw appraisal report wheNa Vre subject sib Is bated in an IdemVled GpeUm flood HazaN Area. Because Ne apprelsa Is na a surveya, he or sM maims
no puarenkes, mgaess or Implied, repeNlnA iNs tlekmdnatlon.
4. The appmisa wla not Alve kstimorry a appear In court because he or sM made an appmisal of Ne propeM N question, uMss specific arranpemems to do
so have been made beforehand.
6. The appmiser has estlmaktl tlw vGUe G Ve land in Ne cast approach m M hlAhem aril best use and the Imprvemens at Nelr comRbulory value. These
separate valuatlore al tle land and Improvements rrcust not he used In conryncdon wIN acry otlrer appmisal and ere Irnalk Ii Key are so used.
6. The appmisa has notaJ In tle appmisal report aM adverse contlNOre (such as, needed repairs, depmcimlon, tle praseae of hazardous wesbs, toxic
substances, mc.) observed during tle InspeUlon G tle subject property or that he or she became aware of duRrq ifro normal msearch ImaNetl in peROrtNnp
the epprelsal. Unbas oNawlse mated in tle eppralsal report, tie appmisa Nos no bewbdpe G acq Ntlden a unappareN contlkons m Ve DroPeRY or
adverse emlronmemal condPoOns (IncktllnA ~ presence of hazardous walks, iwtlc subsances, ale.) Nat would maim Vw property mom ar less valuable, aM
has assaned Nat dare am re such coMNora aM makes no Auarenbes or wamNies, acpress or IrtgYed, regaNlnp Ve caMkon of Na propary. The
appmiser w10 rat he responsible for arty such condkons that tlo adst or for em enAlneednA or testlrq Vat lNOM be nequlred ro discover wheVer such
cordNOns aam. Because Ve appmiser k nol an mFal In the skid G emlrorvrentN hazaNs, tie apDrWSaI report must not be consltlaas as an
ernlronmemal assessmem N the property.
7. The appmisa abtmned the INomaMn, estlmates, arA aplnlore Nei was expressed In the appraisal report from spaces Nat he ar sk coroidem ro be
relleble and Oetievas Nam to be sure and comU. TM appmisa does trot assume respocalhitlry to the accuracy ai such Item that wwe NmAShed by otler
paNes.
B. The appmisa will na disclose the comaVS of Ne appmisal report accept as provided for In tie Untlocm SkMards of Rafesslonal Appmism HaUice.
9. The appmiser has based Ns or ha appraisal report and valuation concNSian for an appmisal its Is subjeU ro satislectay canpktlon, repairs, or
aMretlons on tie assumpVOn that completlon al Vm improvanenk will be peROmed in a wadcmaNike manner.
t0. The appmiser must provide his or her prior wmtm wreent bmore Ve lender/GIeN sl>acVletl In tlo appmisal report can dlsMbute Ve appraisal report
(Incktlinp conclusions aboMthe propary vaYe, tle apprelsa's Idemtty aN professiocal deslpretloro, and refaawss ro am/ professbnal apprekal
orpaazatlore or tlw slur wtlh which tle appmisa is assaclabd) ro amyarw otimr Nen the barowa; iha moelpaAee ar Its sucnessora aril assigns; the mortgage
insurer, caautlams; professloral appmisal orpaNzatlom; acry mob or fetlemly approved tinanclal InstlbNon; or amy depaNrem, agency, or InstnarcanAaRry
of Ne UnMtl Skks or arty area a the 01shIU of Cokmbk; except Nm tle bMa/teem may tllsMhute the propaly descdpMn seUbn G Ne report ony to dad
cotlatlon or repoNnA savice(s) witlwa having k obtmn Ve apprelaers prkr wmkn consem. The appralsa's wmkr. cocaem aM approval mum also
be obkinetl helore Na appmisal ran be comeyN by anyone k Ne pubYC Nrouph atlvertlslnp, Dubtlc rektlom~„ news, sales, or otler metlb.
Freddie Mac Fpm 439 fi-93 Pape 1 of 2 Fannk Mee Fom 10048 S93
GEIXiGE CLAl16Efl
Four ACN -'WInTOTAL' appraism sollware by a le mode, Iw. - s-WO-AlAM00E
APPRAISER'S CERTIFICATION: the ApprNSa certides and agrees dot
1. I have reseamhetl de subject madcet area and have selected a NNmum of tiaee receN sales of pmpartles tmat sirNlar aM prodman N tlu subJea Property
for consldemtlon In the sales cempadson anarysis antl have made a tlosar adjusimeN wMn appropdan to Mnct the matkn mactlon to tlesa dams df slpNficam
vadatlan d a slpnttlcaN dart In a comparable progeny Is supedar to, a mom tavaable NaM1 de subject propmry, I have made a negatlve adjuslmeN to retluce
tle adlusted sales pdce of tle certgambb and, h a slpnlflcaN dam In a comparable propedy Is INedor to, or less favorsble titan Ne sublect property, I have made
a pasitlve adjusbnem to lamase de adjuned sales pdce of the comparable.
2. I have taken Imo consldemtlon tlu tactws dui have an Impact on value in my devebpneN of Ne esdmau N madut rene In Iha appmlul report. I have not
lawwlnply wNdun arty slAndicam INOmutlan hom tie appmisal report antl I heYere, to tle best of my ImowledAe, tlui all snnmads aM INamutlon In Ne
appmisal report are true and cormct
3. I silted In dw aDPralsal report Dory my own personal, urblase4 aM professional anatysls, oplNOns, aM conclusions, which ate subject ony n Ne caNnAwrt
and IlmNnp corANOns specdled In tids form
4. I have no DmseN a prospectlre Imemn In Ne DroPerty Nat Is Ne sub~N n tins report aM I have na presort a DmsPaNm personal INaest or bias wdh
respect to the Dardcipams in the iraroaalan. I did nN base, rider panlady or completely, my anarysls aMlor the estlmau of nulke9 vaYe in Ve appraisal report
on tle race, cony, mllglon, seR haMlcap, tamigN nabs, or natlorul odgln of edher tlu prospecdve ownrs or occupans of tle subject Property a N Ne preseN
owners a occuDaNs of the propeNes In de viclndy n the subject DroPaM.
5. I bare no preseN a comempnbal roam INerest N tle subject property, and neger my certeN or funre employneN na my rompereatlon for pedarNnp tlds
appulsat Is contlnpeN on tle appraised value of Ne property.
6. I ores not required n report a predeumdned value a dlrenlan N vaYe drat favors Vro cause n tle cllaA a any releud parry, Ne amouN of the value astlman,
de attalrmeN of a specdic resod, or Ne oceutmnce of a subsequeN eveN In ordar to mcelre my campensatlon enNor employmeN for pertomsnp tle appraisal. I
did not base du appraisal mport an a requested rNNmam valuation, a specdlc vadutlon, orde reed to approve a spectlic morgape ban.
7. I pertomwd Nis appraisal In cenlom4ty with the UNform Standards of Rofesslonal Appmnal Pmctlce dot were adoptetl and promugand by the Appraisal
StandaNS Board of Tfe Appraisal FouMatlon and Nal were In place as of tits edecdve dart at ins appralsat wNt tle ueceptlan of de deparhrce provision of tlwse
Suntlards, wfilch does oat appry. I aclmowledpe der an eatlman of a reasonable tlma for agosum N the open madcet Is a caMltlon h tle detlngon n market vane
antl the estiman I developed is conslsnN wdh tle marketlnp tlma tlond In Ne tegNlamood sealon of tlds repot, unless I have otlwtwlse stated In Ne
mcettciYatlon sectlon.
6. I have personaly InsDand de INedor and euedor areas of Ne su6jxt property and the extator vl el propeNes Ysted as conpambbs in the appraisal mpon.
I fuAhar catifY Nat I bare bond arty appamN a Imown atlverse condltlons In th sublen ItrproremeNS, an tle subject ode, or an any sde wNdn tle imnednu
vicinity of tle sublen PreParty N which I am aware arA have made ad)ushrema for tlese adverse contlNons In my anaysls n de property vane n tte ex1eN dot
I had market enderceto support tlwm. I have also cammeNed about Ne edect of tle adverse ceMPoans an tle madmtablllry n Ne snbjxt properly.
9. I pemonaly prepemd all comnslons aM opinions adan de real estan dui was sal foM In tle appmisal mpon d I rNlatl on slAndlcaN professional
assistance from airy individual or IrAlwtluan In tte pedomunce of tlw appmisal or dw prepamdon N die appmisal mport, I have named such Indlvlduel(s) antl
dlsclosetl Ve specdic nsks Oenomud by tlwm In tle recorclYatlon section of Nls appmisal repot I ceNty that arty IndMdual so named Is quaNled to patorm
de tasks. I have not auNOdzetl anyone n make a change n arty dam In Ne mpon dternore, tl an unautltodzed change is made to tle appmisal repot I will uke
no resPanblldy to K
SUPERVISORY APPRAISER'S CERTIFICATION: ti a supeMsory appraiser signed tie appraisal report, ha or sM certtlles and aAmes Nat:
I dltxdy supervise tle apprnsa who preparetl de appmisal report have mviewetl the appmisal report, aAme wdh tie natemarN~ aM concluslore N tle appmisa,
agree to be bountl by tle apprnsets ceN6catlons tMm6emd 4 drough 7 above, an0 am nnnp tut msponslblllry for tle appmisal end tie appmisn mport.
ADDRESS OF PROPERTY APPRAISED: 1778 WlMerhaven Dr Mechanlpburc PA 17055
pPPRA1SER: SUPERVISORY APPRAISER (only If requiretl):
SlgnaMe: i J ~ ~~ Slptuare:
None: Dennis Stover Name:
Dan Slpted: March 07 2012 Dan Slpnetl:
Sian CeNficatlan #: RL 138805 Sian CeNflcatlan #:
ar Slne lJcense #: or Stan tJCense #:
Sine: PA ~
E~almtlon Date N CBNdcadon or lleeroe: 06/30/2013 F~Imtlon Dan n Certlflcadon a Ikeran:
^ Did ^ Dld Not Inspect PropeM
Freddie Mac Form 439 693 Papa 2 of 2 Fannie Mae Form 19648 693
Form ACH -'1YIn70TAL' apPralsal sollwam by a la mode, Inc. -1~B66AtAM00E
ELECTRONIC SIGNATURE COMPLIANCE
W intatal and Pro)ect 2000 are Nly ASB (Appralsai StantleNs Board) compllanl In their sewdry. The rignatures on this
report have not been altered In erry way and the tllgttal signatures are to be wnaWered es orlgirml.
Poem SUP - M7aTUTAL' appraisal sollwara by a W mode, Inc. -1-BJLLALAMUUE
Certificate
Form MAPPIAT- `WInTOTAL' appraisal software by a la mode, Inc.-1~AOPAlAM00E
Qualifications
Domus.L. Stover, GRI, CSP
PA Certified Residential Real Estate Appraiser
Certification Number RL 138906
CLAUSER REAL ESTATE APPRAISALS, LLC
PO Box 777
Camp Hill, PA 170(11-0777
Plume (717) 737-7300
Fen (7.17)730-0922
E-mail addmsa: dstovemexQcomcast.net
www.clavsergJlpraisals.com
Harrisburg Area community Collage
Associate in Buainesa Administration
Graduate Realtor institute
GRI Designation
New Home Sales Profasaicml Comse
CSP Designation
Institute of Real Estate Studies
USPAP- March 1998
USPAP-January 2002
Basics of Residential Valuation & Sales Comparison Approach-Apri12002
Basic IncomeProperty Valuation-January 2002
Advencod Income Property VelvaHon-January 2002
Rosidcn5el ConstractionSeptember 2002
National USPAP-September 2003
All courses to complete Penosylvmiia State Residential CertifiwGon-
Atlcontinuiag education courses to maintain nnrart license
PROFESSIONAL MEMBERSHIPlDESIGNATION•
Pennsylvania State CmtiSed Residential Rasl Eemte Appmiser #RL 1.3890Ci
Pennsylvaraa Real Estato Saleapersw- License #RS I SO605A
Nafioml Association of Realtors®
Permsylvanie Association of Reattors~
Greeter Iierrisburg Association ofRealtors®
Fenn MgP.PLAT-'WInTOTAL' apprzlsal so8wara by a la mode, Inc. -1-060.ALAMODE
Qualifications
REAL ESTATE EXPERIENCE:
2003-Present PA State CerdSed Residential Rent Estate Appraiser, George C.
Clattser. Real 13atato. Appniaela
2004-Present Realtot®, Union Realty, Ind., Middletown, PA.
1997-2003 Assistertt to the Appraiser, Geotge C. Claaaser Real Estetc Appraisals
1991-2004 Realtor, RE/MAX Reehy Pmfessionals, Hmrisirurg, PA
1986-1991 Reettor, The Homestead Group Realtor, Middlestown/lianisbmg
TYPES OF APPRAISALS COMPLETED•
RESIDENTIAL- Single Family Residences, Multi-family ]-0 units, and lend.
Appaaisel samples upon request
APPRAISALS.HAVEBFEN COMPLETED FOR:
Atlame County Natbnal Bank
Allied Nome Martpega Cepltel Corp.
Americhoice Federal Credlf Union
CenMc Bank
Community Fact Fund
Frst NaBOnal Benk
First National Benk of Marysv@le
Fulton Benk
Grayatone Benk
Harbortown Mortgage
integrity Benk
Jonestown Bank
Legacy Benk
M a T Bank
Mellon Benk
Members Fast Fedeal Creda Unbn
Mid Perm Bank
Members Firel Federal Credit Union
Metro Bank
Netbnel Cky Mortgage
Natronel Penn Benk
Northwest 9evirge Benl<
Omega Benk
Cmtovm Benk
PennsylvanlaSfate Bank
PNC
Province Benk
Prodentlel Relocatlon
PSP Finenci~
Sovereign Bank
Sterling Financial Corp.
Wechovla
Welt Fargo
Form MAP.PLAT-'W1nTOTAL' appraisal soflwam tr/ a la made, Inc. - i-W0.ALNAOOE
y~ Citizens
7i1~ Investment Services
July 25, 2012
Aaron Jackson
Tucker/Arensberg Law
2 Lemoyne Dr
Suite 200
Lemoyne, PA 17043
RE: Helen M Mann
RE: Joint Account Number L7K396559
Deaz Mr. Jackson:
PO Box X42026
Providence, RI 02940
[ am writing with regazd to your recent correspondence regarding the above referenced account. On behalf
of our firm please extend our condolences to the family of Mrs. Mann.
In accordance with your request please find the value of the account in the attached table, as of March 10,
2009 the date of Mrs. Mann's passing.
Account L71t396559:
CUSIP Number of Price per Total
Security Number Shares Share
Cash nla n/a n/a 162,090.00
Alcatel lucent qLU 113 $1.25 $141.25
ADR
LSI Corp LSI 32 $2.88 $92.16
PPL Corp PPL 200 $25.26 $5,052.00
t "
t~h AA 2b~9*
i $~~~5#4Lr,
eas
Total Accoultt,Vallt f~? ~
», ,, {
.
The account is a joint account with Robert D Mann and was established on April ~1, 1996. If Mr. Mann has
predeceased Mrs. Mann please provide us with a legible copy of his death certificate. There is no named
beneficiary for the account.
Assuming that Mr. Mann predeceased Mrs. Mann in order to transfer the account to an estate account for
liquidation we will need the following forms:
^ Re-registration Form for Inherited Assets, Signature Guaranteed***
^ Inherited Account New Account Form
^ Copy of the Death Certificate for Mr. Mann
~~
Securities, Insurance and Investment Advisory Services offered through CCO Investment Services Corp. Member FINRA, SIPC. 770 Legacy Place,
MLP240, Dedham, MA 02026. (800) 942-8300. CCO Investment Services Corp. is an affiliate of RBS Citizens, N.A. and Citizens Bank of
Pennsylvania
~ RBS
Securities and Insurance Products are: • NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE
• NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Account Number 6100582701
Account Title ROBERT D MANN/HELE:[~ M MANN
Date erred 9/5/1995
Account T e Checldn
Princi al Balance as of DOD $2702.68
Interest from Last Postin to DOD $ .OS
Account Balance as of DOD $2702.73
YTD Interest to DOD $ .83
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Federated Shareholder
Sentices Company
Pittsburgh, Pennsyhnnia
New York, New York
Boston, Massach~ssetts
Dublin, Ireland
Fedentedlnvestors.com
Apri110, 2012
Tucker Arensberg
Attorneys
Attu Aazon C Jackson
2 Lemoyne Dr Ste 200
Lemoyne PA 15222
Reference: 00601351
Robert D Mann
Helen M Mann J'I' TEN
Dear Mr. Jackson:
Federated
wotu.o-Cuss INVEStMFNr Mntanc
Thank you for contacting Federated; we welcome the opportunity to assist you..
On March 10, 2009, the value of the Federated Clover Value Fund, account number XXXX4844, was $2,570.04,
based on 292.0500 shares at the net asset value of $8.80 per share on that date.
Please call us if you have questions. Client Service Representatives aze available to help you from 8:00 a.m. to
6:00 p.m., Eastern time. The number is 1-800-245-4770.
Sincerely,
'`
Steve Perry
Vice President
i
Tucker & Arensberg,P.C.
2 Lemoyne Drive, Suite 200
Lemoyne, PA 17043
May 10, 2012
RE: Robert Mann & Helen Mann
Account# 9241359783
Deaz Client:
GE Interest Plus
P.O. Box 6294
Rantoul, IL 61866-6294
(800)433-4480
This letter serves to inform you of the date of death balance for the above :referenced account.
The balance on, Mazch 10, 2009, the date of death was $8,048.34, interest accrued was $7.14.
If we can be of further assistance, please contact us at our toll-free number, 1-800-433-4480,
Monday through Friday, 8:30 AM to 7:00 PM (EST).
Sincerely,
L~vestor Services
'>S00 Frcdcricksbu~Road
~~` /~~
U~~ A®
EST OF HELEN M MANN
C;O AARON C JACKSON
TUCKER ARENSBERG,PC
2 I,EMOYNE DRIVE, SUITE 200
LEMOYNE PA 17043
Dear Mr. Jackson:
May 8, 2012
USAA is committed to providing excellent service to its members. As you requested, l am
providing the following reformation for the account of the late ]-Ielcn Pd Mann.
Account Registration: ROBIsR"I- D MANN
HELEN M MANN J"I'WROS
lJSAA #~ 634 96 G9
Fund name: Income Fund
Account # ending in: 1466
'fhc account value on March 10, 2009 was:
Share Accrued Account
Shares Price Dividends Value
1,196.662 $10.67 NA* $12,768..'.8
*Pu~rd does not accrue daily dividends.
If you have questions, please call a LJSAA member service representative at
1-800-531-LJSAA (8722).
'Chink you,
LJSAA Shazeholder Account Services
•
Ig I a-
D34 9!i 69-49217-DDIDS-D6102350-SAS.SA545 SS12G01 DH
THE. '~
HARTFORD
Apri14, 2012
ICO Aazon
Email: ajackson(a~tuckerlaw.com
Reference: The Hartford Annuity 710466315
HELEN M MANN, Decedent
Deaz EDWARD D JONES & CO,
Thank you for your correspondence regarding the above annuity contract.
The death benefit payable under this contract is not considered "life insurance" reportable on IItS Form 712, (life
insurance statement). Please find the below information in response to your request.
Contract Number 710466315
Owner HELEN M MANN
Decedent HELEN M MANN
Social Security Number XX-XX-1763
Date of Death Mazch 10, 2009
Cash Value on the date of death $11,255.60
Death Benefit Value on the date of death $16,850.57
The Death Benefit Value ov the date of death displayed above may inc lude a Death Bwcfit Adjustmed as outlined in the Annudy Conbact This figure is being
provided for illustration proposes and is not equivalent to the fival death benefit The death benefit will be calculated on all comracts associated with Otis client
the day we receive the certified death certificate. Once the death benefit is caculated, the benefit amount remains invested and is subjed to market fluduetion
until complete sefllemcnt insWdions are received
Please contact your Investment Professional or one of our Annuity Specialists with any questions or concerns. You
may reach The Hartford by calling 1-800-862-6668, Monday though Thursday fiom 8 a.m. to 7 p.m. and Friday
from 9:15 a.m. to 6 p.m., Eastern Time.
Thank you for the opportunity to help provide for your fmancial needs.
Sincerely,
The Hartford wealth Management -Global Annuities
745 West New Ckclr. Road
C. COata Building 20tr, lsl Floor
h1V06tment PIOdUCt $eCVlces Lexington, I{Y 40511
ICS Annuity Benefit Services Team Mailing Address:
Hartford Life and Annuity Insurance Company PO Box 14293
Lexingmn, ICY 4051L4293
odine.hartfordlifo.com
THE --~
HARTFORD
Apli14, 2012
ICO Aazon
Email: ajackson(a}tuckerlaw.com
Reference: The Hartford Annuity 711072392
HELEN M MANN, Decedent
Deaz Holly L Ritchey, Gregory E Mann, Barry A Mann,
Thank you for your correspondence regazding the above annuity contract.
The death benefit payable under this contract is not considered "life insurance° rep~oltable on II2S Form 712, (life
insurance statement). Please fmd the below information in response to your request.
Contract Number 711072392
Owner HELEN M MANN
Decedent HELEN M MANN
Social Security Number XX-XX-1763
Date of Death Mazch 10, 2009
Cash Value on the date of death $42,995.57
Death Benefit Value on the date of death $72,268.14
The Death Benefit Value on [he date of death displayed above may include a Death Benefit Adjustment as outlita:d in [he Annuity Contract This figure is being
provided for illustration proposes and is nat equivalent m the final dwth benefit. Tln+ dcaW bends will be calculated on all conttaGS associated with lids chcnt
the day we receive the certified death certificate. Once the death benefit is calculated the benefit amoum remains imesled and is subject to madcet fluctuation
uNit complete scGlemerR instructions are received
Please contact your Investment Professional or one of our Annuity Specialists with any questions or concerns. You
may reach The Hartford by calling 1-800-862-6668, Monday through Thursday from 8 a.m. to 7 p.m. and Friday
from 9:15 a.m. to 6 p.m, Eastern Time.
Thank you for the opportunity to help provide for your financial needs.
Sincerely,
The Radford Wealth Management -Global Annuities
745 West New Circle: Road
C. COSta Building 200, lsl floor
IIIVCSiment PIOduCt SeMCCa Lexingtoq KY 40511
ICS Annuity Benefit Services Team
Aadresa:
l
Hartford Life and Amtuity Insurance Company ~a
~
Lexingtoq ICr 40512-4293
onlinc.hartfordlife.com
1
1
1
CORDIER
AUCTIONS
H n~opruisnis
ANT~c~uEs
F I RFARM S
ESTATES
REAL ESTATE
Appraisal
Report
Estate of Helen Mann
c/o Aaron Jackson
Law Offices of Tucker Arensberg
111 North Front Street
Harrisburg, Pennsylvania 17108
(717)221-7983
Prepared by:
David J. Cordier
Ellen E. Miller
Cordier Auctions & Appraisals
1500 Paxton Street
Harrisburg, Pennsylvania 17104
Phone: (717) 731-8662
Fax: (717) 731-9830
Table of Contents
Title Page 1
Table of Contents 2
Summary 3
4
Analysis
Conditions of Appraisal 5
Certification 5
Purpose of Report 6
Method of Valuation 6
Definition of Value 6
Basis of Appraisal 6
Description 6
Appraiser Qualifications ~
Value Listings Appendix A
Page: 2 of 9
Summary
On August 14, 2012, at the request of Aazon Jackson, Law Offices of Tucker Arensberg, I
personally inspected the assets of Estate of Helen Mann, 1778 Winter Haven. Drive,
Mechanicsburg, Pennsylvania.
Value
Fair Mazket V alue
The Fair Mazket Value for the property in total is:
$10,620.00
This is not the appraisal report. The appraisal report must be read in its entirety.
Page: 3 of 9
Analysis
Analysis
All items in good condition, unless otherwise noted in Appendix.
Page: 4 of 9
Conditions of Appraisal
The value stated in this Appraisal Report is based on the best judgment of the appraiser given the
facts and conditions available at the date of the valuation.
The use of the report is limited to the purpose of determining the value of personal property for
Estate Tax purposes.
Any additional research or testimony required by the client or the court will be billed at the current
rates.
Disclosure of the contents of the report is governed by the Standazds and Practices of the Certified
Appraisers Guild of the America.
Certification of Report
No prohibited fee was accessed for this report.
David J. Cordier and Ellen E. Miller of Cordier Auctions & Appraisals have successfully completed
the personal property appraisal certification program with the Certified Appraisers Guild of America
and aze members in good standing. This report was prepazed in accordance with the Uniform
Standazds of Professional Appraisal Practice and with the Standazds and Practices of the Certified
Appraisers Guild of America which has review authority of this report.
David J. Cordier and/or Ellen E. Miller have personally examined the subject property. The
statements of fact contained in this report aze true and correct to the best knowledge and belief of the
appraiser.
By. id .Cordier, C.A.G.A.
Cordier Auctions & Appraisals
By: Ellen E. Miller, C.A.G.A.
Cordier Auctions & Appraisals
Page: 5 of 9
Purpose of the Report
The purpose of this report is to determine the value for Estate Tax purposes for Law Offices of
Tucker Arensberg, Harrisburg, Pennsylvania.
Method of Valuation
The method of valuation used for this appraisal is the Fair Mazket Value.
Definition of Value
Fair Market Value
Under the United States Treasury regulation 1.170-1c Fair Market value is de:Fined as:
The price at which the property would change hands between a willing buyer and a willing seller,
neither being under compulsion to buy or compulsion to sell and both having reasonable
knowledge.
Basis of Appraisal
Valuation Date
The date of valuation for determining the value estimation is Mazch 10, 2009.
Date Appraisal Conducted
This appraisal was conducted on August 14, 2012.
Limitations of Property
There were no limitations on use or disposition of this property.
Description
An itemized list with descriptions is in Appendix A.
Page: 6 of 9
CORDIER AUCTIONS & APPRAISALS
Cordier Auctions & Appraisals was established in 1984. The company specializes in appraisals of antiques,
fine art and personal property, estate liquidations and the auction and sale of fine antiques, art and real estate.
Cordier Auctions & Appraisals maintains memberships in the Certified Appraisers Guild of America, the
Antiques and Collectibles Dealers Association, ]nc., the Antique Dealers Association of Pennsylvania, the
Pennsylvania Auctioneers Association and the National Auctioneers Association.
Cordier Auctions & Appraisals has conducted appraisal clinics for such organizations as the Harrisburg Area
Community College's Older American Days, the Questers, Rohrer Bus Antiquing Raad Show Tour,
Millersburg Historical Society, Friends of Fort Hunter, West Shore Country Club and the Friends of the
Pennsylvania State Museum.
Cordier Auctions & Appraisals is an miderwriter for the Antiques Road Show on WITF Public Television.
DAVID J. CORDIER C.A.G.A. CERTIFIED APPRAISER
David J. Cordier is co-owner of Cordier Auctions & Appraisals located in Harrisburg, Pennsylvania. Mr.
Cordier has been an antiques and jewelry dealer since 1980 and an appraiser since 1'990.
David Cordier of Cordier Auctions & Appraisals has successfully completed the personal property appraisal
certification program with the Certified Appraisers Guild of America.
Mr. Cordier is a graduate of Winterthur Museum's Winter Institute, a graduate leve!I program in American
Decorative Arts. David Cordier has attended classes in the fine and decorative arts at George Washington
University, Washington D.C. and the appraisal studies program at New York University, New York. Mr.
Cordier studied the arts and decorative arts in Pennsylvania at Penn State Universir~ and holds a Master's
degree in Business Administration from Penn State Capital Campus.
Mr. Cordier is a writer for the Harrisburg Patriot News reporting on antiques and related events in central
Pennsylvania. He also wrote a bi-weekly feature column "Eye on Antiques" for the Sunday Patriot News
from 2001 to 2006.
ELLEN E MII.LER C A G A. CERTIFIED APPRAISER
Ellen E. Millerjoined Cordier Auctions & Appraisals in 2000. Ms. Miller holds a Bachelor's degree in
Marketing from Shippensburg University and a Master's degree in Business Admiinistration from Temple
University.
Since joining Cordier Auctions & Appraisals, Ms. Miller has been the Director of:[nternet Sales, conducting
research and documentation of inventory, maintaining client relationships and managing an international
customer base. She has been responsible for the sale of several large collections via Internet auction
including classic automobiles, antique toys, sports memorabilia and autographs.
Ms. Miller has successfully completed the personal property appraisal certifications program with the Certified
Appraisers Guild of America.
Prior to joining Cordier Auctions & Appraisals, Ms. Miller worked in the printing industry in sales and
administration.
Page: 7 of 9
Appendix A
Fair Market Value
Family Room
1. $3,000.00
Tall Case Clock.
French Morbier style 8-day works in brass with porceaain dial. Signed
Milliazd, Langres. French movement. In American walnut case with
broken azch top with rosette finials. 7'6" x 18" at base. With brass tag in
interior. Mazked on the attached brass plaque, "Souvenir of the World's
Waz 1914-1918. This movement was made at Langn;s, France in the
yeaz 1745 and was brought from France by J.R. Morgart in 1919. The
extra weights aze the original ones to the movement. The case was made
in Virginia, U.S.A. in the yeaz 1746." Provenance: P.ccording to family
tradition a "Condemned Man's Clock."
2. $4,000.00 Drop Front Desk.
Drop front with four graduated drawers, ogee bracket feet, and a top
with line inlay and compass star. Drawers with line inlay, ivory
escutcheons, and stamped brass pulls with eagles (n~placed pulls).
Shaped and inlaid interior. Old refinish. Walnut. Circa 1800.40" h x
36"wx21"d.
Entry Hall
3, $300.00 Grandmother (Dwarf) Clock.
Benchmade in walnut. Modem movement. Broken azch top. 5'4" high.
Contemporary.
Dining Room
4. $300.00 Piano Spinet.
Mahogany case. "Jacobs Brothers Philadelphia" includes bench. 40" h x
56" w x 24" d.
5, $50.00 German Cuckoo Clock.
With two lead pine cone weights. 15" x 11".
$1,200.00 Ethan Allen Dining Room Suite.
China Cabinet 80" h x 56" w x 17" d; Table 42" x: 64"; Six Windsor
style chairs. Contemporary Colonial style.
7, $300.00 Ten Hummel Figurines.
Various ages. Ranging in size from 3" to 6".
g, $100.00 Holmes & EdwazPa~ ag of 9 are Dinner Service.
Silverplate service for eight.
9, $50.00 Community Plate Flatware Dinner Service.
Silverplate service for eight. Condition: Knives missing.
Bedroom
10. $20.00 Singer Sewing Machine in Cabinet.
Rough finish. 27" x 13" x 31".
Basement
11. $250.00 Tin Mazble Game.
Tin spiral with wood tray. Late 19th - eazly 20th century. 23" x 18"
diameter at base.
12. $200.00 Toy Trains.
1) #2353-P Twin Diesel Engine Santa Fe. 2) #2333-20 Lackawana. Fair
condition. 3) #2321 seven pieces rolling stock. 4) Type 2W Transformer
and miscellaneous track.
13. $50.00 Pedal Car.
Senior police BMC pedal caz. Condition: Fair to poor condition with
steering wheel repaired. Circa 1940's.
14. $800.00 Standazd Gauge Trains.
1) Outfit box #512. No. 8 engine with three 337 p~~ssenger cazs and
transformer. Incomplete. Fair condition. 2) Outfit lbox #354. No. 8
engine with four cazs: #512, #513 cattle caz, #515 tanker, and #517
caboose. Incomplete. Fair condition. 3) #122 Station. 4) No. B1197
American Flyer water tower.
$10.620.00 Total
Page: 9 of 9
TUCKER ~ til[ENSBERG
Attorneys
September 21, 2012
VIA FIRST CLASS MAIL
Glenda Farner Strasbaugh, Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Re:
File No.:
Date of Death:
Estate of Helen L. Mann
alkla Helen M. Mann
21-11-1051
March 10, 2009
Dear Ms. Farner Strasbaugh:
RE~Of~ ~l? I~FfK;E (~
REuIS...r , ~:~ ;r
~aitfi D. NbhTJ, paralegal
fhenry@tuckerlaw.com
~D12 SFP 24 PM I ~ 03
v4i -f
ORPHNN'S ~OURf
CUME~ERLAND CO., PA
Enclosed please find two (2) original and one (1) copy of the inheritance tax return and
on the above noted estate.
Also enclosed are two (2) checks. One check for $15.00 in anticipating of the filing fee
and one for $19,997.27 for the inheritance tax.
Kindly return one (1) date stamped copy of the inheritance tax return in the enclosed self
addressed stamped envelope.
Sincerely,
TUCKER ARENSBERG, P.C.
Faith D. Henry
Paralegal to Aaron C. Jackson
Enclosure
cc: Barry A. Mann, Gregory E. Mann, Holly Ritchey, Co- Executors (w/encl.) (via
email)
H BGD8:129991-1 027680-154934
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