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Home My WebLink About04-0959 REGISTER OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA PETITION FOR GRANT OF LETTERS 71 Oq Estate of Mary C. Stackpole No. also known as , Deceased Social Security No 510226066 Nancy L. Stackpole (COMPLETE "A" OR "B" BELOW:) A Probate and Grant of Letters and aver that Petitioner(s) is/are the executnx [~ Decedent. dated 9/10/2003 and codicil(s) dated named in the Last Will of the State relevant circumstances, e g renunciation, death of executor etc Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adiudicated incapacitated: B. Grant of Letters of Administration (ct a dbn cra pendente lite, durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: _ Name Relationship Residence (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at 3353 Walnut St., Camp Hill, PA 17011 (list street, number and municipality) Decedent, then 77 years of age, died October 19 2004 at 3353 Walnut St., Camp Hill, PA 17011 ' ' (Location) Decedent at death owned property with estimated values as follows: (if domiciled ~n PA ALI personal property S (if not domiciled in PA Personal property in Pennsylvania $ (if not domicded ~n PA Personal property in County $ $ Value of real estate in Pennsylvania $ Total Real Estate situated as follows: 3353 Walnut St., Camp Hill, PA 17011 Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Signature Typed or printed name and residence 25,000.00 110,000.00 135,000.00 lancy L. Stackpole 119 Scotts St., No. 127, Beaufort, SC 29902 Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to and affirmed and subscribed before me this ~- ~ __ day of DECREE OF REGISTER Estate of Mary 0, Stackpole Deceased also known as Social Security No: 510226066 Date of Death: 10/19/2004 AND NOW. ~) (-' ''[' ~' ~ ~. ¢) ~: ¢ 't , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~ Testamentary [~ of Administration ((c.t a, d b ncr: pendente lite; durante absentia; durante minoriate) are hereby granted to Nancy L. Stackpole in the above estate and that the instrument(s), if any, dated September 10, 2003 described in the Petition be admitted to probate and filed of record as the Last Will of Decedent. FEES Letters ........................... Short Certificates(s) ....... $ Renunciation .................. $ Extra Pages ( ) ............. $ ~ '[) (--~ I.T.R ................................... $ JCPFee $ I()' OP Inventory $ Other $ TOTAL .............. S &/75 *' ' Signature Attorney: R. Mark Thomas, Esq, I.D. No: 41301 Address: 101 S. MarketSt. Mechanicsbur9 Telephone: 717-796 2100 PA 17055 DATE FILED: 10/25/2004 OMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH LAST WILL AND TESTAMENT OF MARY (7. STACKPOLE I, MARY C. STACKPOLE, o£ the Borough of Camp Hill, County of Cumberland and State of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this my Last Will and Testament, hereby revoking and making void any and all former Wills by me at any time heretofore made. 1. I direct the payment of all my just debts and funeral expenses as soon after my decease as the same can be conveniently done, including the payment out of the principal of my general estate, of all inheritance, estate and succession taxes which may be assessed in consequence of my death. 2. 1 give, devise and bequeath my House and Lot of Ground located at 3353 Walnut Street, Camp Hill, Cumberland County, Pennsylvania, to my daughter-in-law, NANCY L. STACKPOLE, my grandson, BRADLEY P. STACKPOLE and to my granddaughter, JENNIFER L. STACKPOLE, share and share alike, as Joint Tenants with the Right of Survivorship and not as Tenants in Common. I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever the same may be situate, to my grandson, BRADLEY P. STACKPOLE and to my granddaughter, JENNIFER L. STACKPOLE, share and share alike, per stirpes. LASTLY, I nominate, constitute and appoint my daughter-in-law, NANCY L. STACKPOLE, Executrix of this my Last Will and Testament and direct that she be excused from posting bond or other security for the faithful performance of her duties, in any jurisdiction. 1N WITNESS WHEREOF, I have hereunto set my hand and seal this September, A. D. 2003. M/ary C. Stackpol~ /O f~day of (SEAL) -2- COMMONWEALTH OF PENNSYLVANIA ) :SS COUNTY OF CUMBERLAND ) I, MARY C. STACKPOLE, the testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that 1 signed and executed the same instrument as my Last Will and Testament; that I signed it willingly, and that I signed it as my free and voluntary act and deed, for the purposes therein expressed. Sworn and subscribed to before me this /l/:i~ day of September, 2003 Notary Public .COMMONWEALTH OF PENNS~,VANIA Nota~ Se. at MY (~ E)q~r~ June 27, 2007 COMMONWEALTH OF PENNSYLVANIA ) :SS COUNTY OF CUMBERLAND ) We, the undersigned, J. ROBERT STAUFFER and JOHN M. EAKIN, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that we were present and saw the testatrix, MARY C. STACKPOLE, sign and execute the instrument as her Last Will and Testament; that the said testatrix executed it as her free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the testatrix, signed the Will as witnesses; and that, to the best of our knowledge, the testatrix was, at the time, eighteen (18) or more years of age, of sound mind, end u~i~der ~9o constraint, duress or undue influence. Sworn and subscribed to before me this /~./;~? day of September, 2003. .~t ,~. '~ :, ,/? Notary Public COMMONWEALTH OF PENNS~VANIA ~ Seal -3- CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Mary C. Stackpole Date of Death: 10/19/2004 SSN: 510226066 Date Letters Granted: 10/25/2004 To the Register: Estate No. 2004-959 File No. Will or Administration No. I certify that Notice of Estate Administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on 10/25/2004 Address 219 Scotts St., #127 Beaufort 3355 Walnut St. Camp Hill 3353 Walnut St. Camp Hill SC 29902 PA 17011 PA 17011 Name Nancy L. Stackpole Bradley Stackpole Jennifer Rehrer Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: Capacity: ,¢~ Personal Repres~tative X Counsel for Pers~)~al RepreSentative ~ Signature R. Mark Thomas, Esq. Name (Please type or print) Address 101 S. Market St. Mechanicsburg Telephone No. 717-796-2100 PA 17055 R. MARK THOMAS Attorney at Law 101 South Market Street Mechanicsburg, Pennsylvania 17055-3851 Telephone: (717) 796-2100 Telefax: (717) 796-3600 January 18,2005 (~ ....., c= c.::;:> c..n Register of Wills Cumherland County Courthouse Carlisle, PA 17013 C) s"...:., ':-1:') '.- ~?,~ --.- " c:: RE: Estate of Mary C. Stackpole No. 2004-00959 Date of Death: 10/19/2004 Dear Register of Wills: Enclosed please find a check made payable to Register of Wills, Agent, as payment on inheritance taxes in the above estate. Please note the postmark of January 18, 2005 as the date on which payment was made. Payment was due January 17, 2005, but that date was a holiday and therefore today is the due date for purposes of the 5% discount. Very truly yours, ~h~ R. Mark Thomas RMT/ac cc: Nancy Stackpole. Executrix \D r:-2 N (JI -) (:-) . \'- ~ 1 --"j (,'-"; en C) -n COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17i28-060' REV-l 162 EX( 1 1 ~96) RECEIVED FROM; PENNSYLVANIA INHERIT ANCE AND EST ATE TAX OFFICIAL RECEIPT THOMAS R MARK 101 SOUTH MARKET STREET MECHANICSBURG, PA 17055 n____~_ fold EST A TE INFORMATION; SSN: 510-22-6066 FILE NUMBER; 2104-0959 DECEDENT NAME; STACKPOLE MARY C DATE OF PAYMENT; 01/19/2005 POSTMARK DATE; 01/18/2005 COUNTY; CUMBERLAND DATE OF DEATH; 10/19/2004 NO. CD 004861 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $8,500.00 I I I I I I I I TOTAL AMOUNT PAID: $8,500.00 REMARKS: CHECK# 2344 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WillS l'II""!'I"I'II'I""I'I'II"'II"'II"II"""III"'III'''1 ,(.E::2:2.+"::':1. CL 1- Ll.. C"Jr..' Ul C) L;,," ,. c.> C"I.' I-II,: C,",~ '. C:..: C_" C.) l,U C:':- '0 N <'-l 0- en --j UCO C";l t:!.= 6:'.. C:j S~OL~ 'v'd 'als!pe::> esnOLnmo::> Aluno::> puepaqwn::> SIl!M!O Ja1S16at:! .~..\ r,' '1 \ SSOL L \ld '5mqs:)lue~:)aV\ )aaJIS )a~JeV\J '8 LO L Melle AaUJOlllf sewO~l ~JelN tJ " '~: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TA~ES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (06-05) " r, t , 1 ! f) ;'~" ...) DATE 01-30-2006 ESTATE OF STACKPOLE MARY C DATE OF DEATH 10-19-2004 FILE NUMBER 21 04-0959 COUNTY CUMBERLAND SSN/DC 510-22-6066 ACN 05109251 APPEAL DATE: 03-31-2006 (See reverse side under Objections) Amount Remittedr 1 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 (' '-' TIMOTHY STACKPOLE 5 STEPHENS ST DILLSBURG PA 17019 CUT ALONG THIS LINE ..... RETAIN LOWER PORTION FOR YOUR RECORDS +- REV=is4S-EX-AFP-C03=OSj--------------------________________________________________________ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 01-30-2006 ESTATE OF STACKPOLE MARY C DATE OF DEATH 10-19-2004 COUNTY CUMBERLAND FILE NO. 21 04-0959 TAX RETURN WAS: S.S/D.C. NO. 510-22-6066 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 05109251 FINANCIAL INSTITUTION: WACHOVIA BANK NA ACCOUNT NO. 1000293204625 TYPE OF ACCOUNT: ()SAVINGS ~) CHECKING ()TRUST ()TIME CERTIFICATE DATE ESTABLISHED 04-02-1990 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 3,212.44 0.500 1,606.22 .00 1,606.22 .15 240.93 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 02-07-2006 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 240.93 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 7.20 TOTAL DUE 248. 13 · IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) Rt of \ , APPRAISAL OF REAL PROPERTY LOCATED AT: 3353 Walnut 5t Deed Book 00305 Page 01070 Camp Hill, PA 17011-2743 FOR: R. Mark Thomas, Attorney at Law 101 5. Market 5t. Mechanicsburg, PA 17055 AS OF: 10-19-04 ftV_ . " t, File No. 4-1026 R-1 Cumberland State P A Zi Code 17011-2743 TABLE OF CONTENTS Cover Page .............................................................................................................................. ......................................................................................... 1 Summary of Salient Features ....................... .................................................................................................................................... .................................., 2 USP AP Identification .............................................................................................................................. ........................................................................... 3 URAR -- 6/93 .................................................... .................................................................................................................................. .... ........................... 4 Property History of Subject Property ....... .,. ........... ...... ......... ... '" ............................................................. .................................. '" ................ ............ ......... 6 Subject Photos .............................................................................................................................. ................................................................. .................... 7 Building Sketch (Page - 1) ................................................................................................................................................................................................. 8 Comparable Photos 1-3 .............................................................................................................................. ....................................................................... 9 Location Map .............................................................................................................................. ....................................................................................... 1 0 Purpose and Function of Appraisal.............................................................................................................. ................................................................. ...... 11 Appraisal Addendum - Special Conditions .......................................................................................................................................................................... 12 Statement of Limiting Conditions .................................................................................................................... ................................................................... 13 Electronic Signature Compliance........................ ..................................................................... ........................................................................................... 15 Certificate .............................................................................................................................. ............................................................................................. 16 Invoice .............................................................................................................................. ................................................................................................ 17 . ' SUMMARY OF SALIENT FEATURES Subject Address 3353 Walnut St Legal Description Deed Book 0030S Page 01070 City Camp Hill County Cumberland State PA Zip Code 17011-2743 Census Tract 42041-0104.00-3 Map Reference 284 7 H-2 Sale Price Date of Sale $ NA NA Borrower / Client Lender IClient The Estate of Mary C. Stackpole R. Mark Thomas, Attorney at Law Size (Square Feet) 1,079 Price per Square Foot $ Location Suburban Age 52 Condition Avg Total Rooms 5 Bedrooms 3 Baths Appraiser Date of Appraised Value George C. Clauser, SRA 10-19-04 Final Estimate of Value $ 116,000 File No. 4-1026 R-1 Coun Cumberland State P A Zi Code 17011-2743 at Law APPRAISAL AND REPORT IDENTIFICATION This appraisal conforms to 0IHl of the following definitions: ~ Complete Appraisal (The act or process of estimating value, or an opinion of value, performed without invoking the Departure Rule.) o Limited Appraisal (The act or process of estimating value, or an opinion of value, performed under and resulting from invoking the Departure Rule.) This report is one of the following types: o Self Contained (A written report prepared under Standards Rule 2-2(a) of a Complete or Limited Appraisal performed under STANDARD 1.) [8J Summary (A written report prepared under Standards Rule 2-2(b) of a Complete or Limited Appraisal performed under STANDARD 1.) D Restricted (A written report prepared under Standards Rule 2-2(c) of a Complete or Limited Appraisal performed under STANDARD 1 for client use only.) Comments on Standards Rule 2-3 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, opinions and conclusions. . I have no (or the specified) present or prospective interest in the property that is the subject of this report, and no (or the speCified) personal interest with respect to the parties involved. . I have no bias with respect to the property that is the subject of this report or 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 Uniform Standards of Professional Appraisal Practice. . I have made a personal inspection of the property that is the subject of this report. - Dennis L. Stover has provided significant professional assistance in the preparation of this report, and did inspect the property. Comments on Appraisal and Report Identification Note any departures from Standards Rules 1-2, 1-3, 1-4, plus any USPAP-related issues requiring disclosure: APPRAISER: ...-----.. ---/ SUPERVISORY APPRAISER (only if reouir,,"'. ^ . . GEORGE CLAUSER UNIFORM RESIDENTIAL APPRAISAL REPORT 3353 Walnut 5t Ci Cam Hill Land use change D Not likely 0 Likely ~ In process To: vacant land to residential develo ment Project Information for PUDs (If applicable) - - Is the developer/builder in control of the Home Owners' Association (HOA)? Yes Approximate total number of units in the subject project Approximate total number of units for sale in the subject project Describe common elements and recreational facilities: Dimensions 80 x 100,35 x 80 x 100.35 Topography Site area .18 Acres Corner Lot D Yes ~ No Size Specific zoning classification and description R-1 Sin Ie Famil Shape Zoning compliance ~ Legal 0 Legal nonconforming (Grandfathered use) 0 Illegal D No zoning Drainage Hi hest & best use as im roved: Present use Other use ex lain View Utilities Public Other Off-site Improvements Type Public Private Landscaping Electricity ~ Street Macadam ~ D Driveway Surface Concrete Gas D NA Curb/gutter Concrete ~ 0 Apparent easements Of Record Onl Water ~ Sidewalk Concrete ~ D FEMA Special Flood Hazard Area DYes i:8J No Sanitary sewer i:8J Street lights Incandescent ~ 0 FEMA Zone C Map Date 12/11/1981 Storm sewer Aile None FEMA Ma No. 4203570001 B Comments (apparent adverse easements, encroachments, special assessments, slide areas, illegal or legal nonconforming zoning use, etc.): Landsca in exhibits mature shrubs and lantin s. Sub'ect is an interior lot on the There are no a arent easements encroachments s ecial assessments slide areas or ille al or Ie al nonconformin uses known. GENERAL DESCRIPTION EXTERIOR DESCRIPTION FOUNDATION No. of Units One Foundation ConcrBlock Slab 0 No. of Stories One Exterior Walls Alum Crawl Space 0 Type (Det./Att.) Detached Roof Surface FG Shin Ie Basement 100% Design (Style) Ranch Gutters & Dwnspts. Aluminum Sump Pump Yes Existing/Proposed Existin Window Type DblHun Dampness No Evidence Age (Yrs.) 52 Storm/Screens Screens Settlement No Evidence Effective A e rs. 15 Manufactured House No Infestation No Evidence ROOMS Fa er Dinin Kitchen Den Famil Rm. Rec. Rm. Bedrooms Basement Level 1 Level 2 No BASEMENT Area Sq. Ft. 1 079 % Finished 0% Ceiling 0 en Walls Con Blk Floor Concrete Outside Entry NA Floor Drain # Baths Laund Area INSULATION Roof Ceiling Walls Floor None Unknown Avg Avg Avg o ~ i:8J ~ o D Area 3 3 Bedroom s . 1 Bath s . 1,079 S uare Feet of Gross Livin Area KITCHEN EQUIP. ATTIC AMENITIES CAR STORAGE: Refrigerator D None D Fireplace( s) # NA D None 0 Range/Oven ~ Stairs D Patio NA 0 Garage # of cars Disposal D Drop Stair 0 Deck NA 0 Attached -.LCar Dishwasher n Sr.lJttlp. r\7I n___... UNIFORM RESIDENTIAL APPRAISAL REPORT ESTIMATED SITE VALUE ___ __________ __ ______________________:= $ 30000 ESTIMATED REPRODUCTION COST -NEW-OF IMPROVEMENTS: Dwelling 1 ,079 Sq, Ft. @$ 85.00 = $ 1 079 Sq. Ft. @$ 12.00 91,715 12,948 Summary Report File No. 4-1 026 R-1 Comments on Cost Approach (such as, source of cost estimate, site value, square foot calculation and for HUD, VA and FmHA, the estimated remaining economic life of the property): 4,092 108,755 Source of Costs: Marshall Valuation Service and Local Contractors. Estimated remainin economic life of the dwellin is 50 ears. 32 627 76 128 10000 116,128 COMPARABLE NO, 2 1901 Dartmouth St. Cam Hill 1.04 miles COMPARABLE NO, 3 2004 Columbia Ave. Cam Hill 1.16 miles NA rtJ 104.02 rtJ CPML, Courthouse, Realtor NA DESCRIPTION + - $ Ad'ust. Conventional None Known 5/27/04 DOM 4 Suburban Fee Sim Ie .14 Acres E ual Ranch Av 47 E ual Total : Bdrms: Baths : 6 : 3 : 1 1 120 S ,Ft. : -410 Full Unfinished Stora e Av GFHAlCA Insulation NA +2 000 Patio/Porch NA Partial Link NA + 1 590 115.38 rj:J CPML, Courthouse, Realtor NA DESCRIPTION + - $ Ad'ust. Conventional None Known 10/28/04 DOM 24 : Suburban Fee Sim Ie .17 Acres E ual Ranch Av 49 E ual Total : Bdrms: Baths : 4 : 2 : 1 988 S ,Ft. : +910 Full Unfinished Stora e Av OFHAlCA Insulation NA +2 000 NA 1 FP -2 000 NA NA 96.42 rj:J CPML, Courthouse, Realtor NA DESCRIPTION + - $ Ad'ust. Conventional None Known 12/23/03 DOM 27 : Suburban Fee Sim Ie .21 Acres E ual Ranch Av 50+/- Inferior +5000 Total : Bdrms: Baths : 6 : 2 : 1 1 088 S . Ft. : -90 Full Unfinished Stora e Av GFHAlCA C Fan Insulation 1 Car Attached Patio/Porch NA Partial Link NA 910 4910 114,910 109 810 SUBJECT Not Applicable COMPARABLE NO, 1 Not Applicable COMPARABLE NO.2 Not Applicable COMPARABLE NO.3 Not Applicable $ 116000 TL-.._ ,....._ _.l . GEORGE CLAUSER File No. 4-1026 R-1 Coun Cumberland State P A Zi Code 17011-2743 at Law PROPERTY HISTORY OF SUBJECT PROPERTY In developing a real property appraisal, when the value opinion to be developed is market value, an appraiser must, if such information is available to the appraiser in the normal course of business: (a) analyze all agreements of sale, options, or listings of the subject property current as of the effective date of the appraisal. (b) analyze all sales of the subject property that occurred within the three (3) years prior to the effective date of the appraisal. The appraiser has attempted to obtain speCific information on the subject property with the following findings: o The subject property has had no change of ownership in the past three (3) years. o The subject property has had no change of ownership in the past five (5) years. D The subject property is currently under contract. Details of the pending purchase are summarized below. D The subject property is currently offered for sale: The listing price is $ D The subject property has been sold in the past three (3) year period. Details of the previous sale(s) are disclosed below. Sale/Recording Date Sales Price List! Asking Price Grantor/Grantee Data Source D The subject property is proposed construction and is not currently being offered. D A previous sales history of the subject property could not be obtained by the appraiser in the normal course of business. Comments: Subject Photo Page State P A Coun Cumberland at Law Zi Code 17011-2743 Subject Front 3353 Walnut St Sales Price Gross liVing Area Total Rooms Total Bedrooms Total Bathrooms Location View Site Quality Age NA 1,079 5 3 1 Suburban Avg .18 Acres Avg 52 Subject Rear Subject Street Building Sketch (Page - 1) Coun Cumberland State P A Zi Code 17011-2743 at Law 3353 WALNUT ST. FIRST FLOOR BASEMENT 38.0' 12.0' 38.0' ::c DINING BEDROOM ~ KITCHEN UJ ~ 0::: ~ STORAGE ~ ~ ~ ~ <( ~ <9 re ex) ex) ex) ex) ex) N N N N 0::: N <( LIVING ROOM () .... BEDROOM BEDROOM 38.0' 12.0' 38.0' NOT EXACT AND NOT TO SCALE Sketch bY Apex IV'" Comments: AREA CALCULATIONS SUMMARY LIVING AREA BREAKDOWN Code Description Size Net Totals Breakdown Subtotals GLA1 First Floor 1079.20 1079.20 First Floor BSHT Basement 1079.20 1079.20 28.4 x 38.0 1079.20 GAR Attached Garage 340.80 340.80 Comparable Photo Page at Law Coun Cumberland State P A Zi Code 17011-2743 Comparable 1 112 N. 34th St. Prox. to SUbject Sale Price Gross Living Area Total Rooms Total Bedrooms Total Bathrooms Location View Site Quality Age 0.11 miles 116,500 1,120 6 3 1 Suburban Equal .14 Acres Avg 47 Comparable 2 1901 Dartmouth St. Prox. to Subject 1.04 miles Sale Price 114,000 Gross Living Area 988 Total Rooms 4 Total Bedrooms 2 Total Bathrooms 1 Location Suburban View Equal Site . 17 Acres Quality A vg Age 49 Comparable 3 2004 Columbia Ave. Prox. to Subject 1. 16 miles Sale Price 104,900 Gross Living Area 1,088 Total Rooms 6 Total Bedrooms 2 Total Bathrooms 1 Location Suburban View Equal Site .21 Acres n. ._I~.L Location Map Coun Cumberland State P A z; Code 17011-2743 at Law r Il{( ! 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",_.:._..""',-":~.'~..,,d,',,'..-,:,:;'~;!~:::':;;:::::'::~,:' 5' . ~ ~; ,', , , . -.., " ", "~~v.~) .' ~ ""~~I' /' .'" ~ / >< " ff:l~t'~-:~: ~ .. J" ~\,I~I',' <j;!~;~t~t'~(~/f'~~\ ,', .;/'.:~ IN~..... ''7! ~~. . \ rft~, .~., ,'/ ~"" // y' N ;~ \ . "~~?'J~~,t(;i:;'~/~~!~~c~~~~/ /' \~~~), ~,,___\,~,~, " 0 '1 ".. < .#i~#' t. /. t}t' ./' x ,,::/r;(') >:.~) /...<~~;~<~~~: "~//' ./ ",. ,/ /' __- _ 'U:... \,'.... Compa'able ;;1 112 II ':;4th 51 1,0.11 miles: ~ ~\', ',a PS? ':@ '} \ \ i. , \ j i'l SUPPLEMENTAL ADDENDUM File No 4-1026 R-1 Borrower/Client IClient The Estate of Marv C. Stack Dole Pronertv Address 3353 Walnut St Citv Camo Hill Countv Cumberland State P A Zio Code 17011-2743 Lender R. Mark Thomas Attornev at Law PURPOSE AND FUNCTION OF APPRAISAL The purpose of the appraisal is to estimate the market value of the subiect property as defined herein. The function of the appraisal is to assist the above named Lender/Client in evaluatinQ the subiect property for estate purposes. EXTENT OF APPRAISAL PROCESS OR SCOPE OF THE APPRAISAL The appraisal is based on the information gathered by the appraiser from public records, other identified sources, inspection of the subject property and neighborhood, and selection of comparable sales within the subject market area. The original source of the com parables is shown in the Data source section of the market grid, along with the source of confirmation, if available. The original source is presented first. The sources and data are considered reliable. When conflicting information was provided, the source deemed most reliable has been used. Data believed to be unreliable was not included in the report, nor used as a basis for the valuation conclusion. SUPPLEMENTAL ADDENDUM File No. 4-1026 R-1 Borrower/Client /Client The Estate of Marv C. Stackoole Prooertv Address 3353 Walnut St City Camp Hill Countv Cumberland State P A ZiD Code 17011-2743 Lender R. Mark Thomas Attorney at Law SPECIAL CONDITIONS ADDENDUM The following checked items are specific special conditions that were identified by the appraiser during the inspection of the subject property, the incomparable sales, and their neighborhoods and locations. 1. The subject is located in a rural area and is less than 25% built-up. The condition is typical and common for the area and DOES NOT affect the market value. _X_ 2. Commercial uses are located within the subject's neighborhood. These uses are typical of similar neighborhoods and DO NOT affect the market value. _X_ 3. Industrial uses are located within the subject's neighborhood. The presence of industrial uses, is typical for the neighborhood and DOES NOT affect the market value. _X_ 4. Vacant and underdeveloped land uses are located within the subject's neighborhood. These uses are typical for the area and DO NOT affect the market value. 5. The predominant value in the neighborhood is less than that of the market value of the subject property. This condition is due to the superior qualities of the subject property as described in this report. This condition DOES NOT affect the market value. 6. The subject property is located in a F. I. A. Identified Flood Zone. 7. Dampness is noted in the basement of the subject. Standing or running water was not present on basement floor. _X_ 8. The subject is older than five(5) years old. All mechanical systems including the heating, electrical and plumbing system appears upon a visual exterior inspection to be in working order. No warranties are implied in this statement. 9. The electrical system was not connected during inspection. _ 10. The water service was not connected during inspection. _ 11. The heating system was shut down during inspection. _ 12. Well and septic are common to the area. _ 13. Repair items were noted in the comments section of the report. These comments on repair items are for descriptive purposes only and are not required repairs. The repair items are cosmetic in nature and DO NOT affect the market value. _ 14. Subject is new construction and was 90% completed on date of inspection. Compliance and completion inspections suggested prior to settlement. _X_ 15. Should property be sold, termite and radon certifications are suggested, with appraised value based on clear results. _ 16. The land value exceeds 30% of total value due to the high demand for vacant land in this neighborhood. This condition is considered common and typical for the neighborhood and DOES NOT affect the market value. _ 17. The land value exceeds 30% of total value. This is due to the large size of the site. this condition is considered to be typical and common and DOES NOT affect there market value. _ 18. Individual adjustments were required that exceed 10%. These adjustments were required due to the lack of more similar comparables on that individual rating. All three comparables are the BEST AVAILABLE. _ 19. Total adjustments exceed 15%. This is due to the lack of comparables on that individual rating. All three comparables are the BEST AVAILABLE. _X_ 20. One or more comparable sales are older than six(6) months old. Although there are comparable properties in the subject area, none have sold recently, therefore, sales in excess of six (6) months old had to be used. _X_ 21. One or more of the comparables used were in excess of one(1) mile from the subject property. Although there are comparables in the immediate area, none have sold recently. Therefore, it was necessary to use comparable sales outside of the immediate area. All comparables used are located in similar neighborhoods and within the same marketing area. All three comparables used were the BEST AVAILABLE. _ 22. Roofing certification is suggested. _ 23. Plumbing certification is suggested. _ 24. Electrical certification is suggested. _ 25. Heating certification is suggested. _ 26. Flood Hazard Insurance is suggested. _ 27. Seller is paying part or all of closing cost. This DOES NOT affect the market value. _X_ 28. All comparable sales are closed sales. _X_ 29. The subject property has not transferred in the past 3 years. _X_ 30. This appraisal is a Summary Report with complete data retained in appraisal file. DEFINITION OF MARKET VALUE: The most probable price which a property should bring in a competitive and open market under all conditions requisite to a fair sale, the buyer and seller, each acting prudently, knowledgeably and assuming the price is not affected by undue stimulus. Implicit in this definition is the consummation of a sale as of a specified date and the passing of titie from seller to buyer under conditions whereby: (1) buyer and seller are typically motivated; (2) both parties are well informed or well advised, and each acting in what he considers his own best interest; (3) a reasonable time is allowed for exposure in the open market; (4) payment is made in terms of cash in U.S. dollars or in terms of financial arrangements comparable thereto; and (5) the price represents the normal consideration for the property sold unaffected by special or creative financing or sales concessions* granted by anyone associated with the sale. * Adjustments to the comparables must be made for special or creative financing or sales concessions. No adjustments are necessary for those costs which are normally paid by sellers as a result of tradition or law in a market area; these costs are readily identifiable since the seller pays these costs in virtually all sales transactions. Special or creative financing adjustments can be made to the comparable property by comparisons to financing terms offered by a third party institutional lender that is not already involved in the property or transaction. Any adjustment should not be calculated on a mechanical dollar for dollar cost of the financing or concession but the dollar amount of any adjustment should approximate the market's reaction to the financing or concessions based on the appraiser's judgement. STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION CONTINGENT AND LIMITING CONDITIONS: The appraiser's certification that appears in the appraisal report is subject to the following conditions: 1. The appraiser will not be responsible for matters of a legal nature that affect either the property being appraised or the title to it. The appraiser assumes that the title is good and marketable and, therefore, will not render any opinions about the title. The property is appraised on the basis of it being under responsible ownership. 2. The appraiser has provided a sketch in the appraisal report to show approximate dimensions of the improvements and the sketch is included only to assist the reader of the report in visualizing the property and understanding the appraiser's determination of its size. 3. The appraiser has examined the available flood maps that are provided by the Federal Emergency Management Agency (or other data sources) and has noted in the appraisal report whether the subject site is located in an identified Special Flood Hazard Area. Because the appraiser is not a surveyor, he or she makes no guarantees, express or implied, regarding this determination. 4. The appraiser will not give testimony or appear in court because he or she made an appraisal of the property in question, unless specific arrangements to do so have been made beforehand. 5. The appraiser has estimated the value of the land in the cost approach at its highest and best use and the improvements at their contributory value. These separate valuations of the land and improvements must not be used in conjunction with any other appraisal and are invalid if they are so used. 6. The appraiser has noted in the appraisal report any adverse conditions (such as, needed repairs, depreciation, the presence of hazardous wastes, toxic substances, etc.) observed during the inspection of the subject property or that he or she became aware of during the normal research involved in performing the appraisal. Unless otherwise stated in the appraisal report, the appraiser has no knowledge of any hidden or unapparent conditions of the property or adverse environmental conditions (including the presence of hazardous wastes, toxic substances, etc.) that would make the property more or less valuable, and has assumed that there are no such conditions and makes no guarantees or warranties, express or implied, regarding the condition of the property. The appraiser will not be responsible for any such conditions that do exist or for any engineering or testing that might be required to discover whether such conditions exist. Because the appraiser is not an expert in the field of environmental hazards, the appraisal report must not be considered as an environmental assessment of the property. 7. The appraiser obtained the information, estimates, and opinions that were expressed in the appraisal report from sources that he or she considers to be reliable and believes them to be true and correct. The appraiser does not assume responsibility for the accuracy of such items that were furnished by other parties. 8. The appraiser will not disclose the contents of the appraisal report except as provided for in the Uniform Standards of Professional Appraisal Practice. 9. The appraiser has based his or her appraisal report and valuation conclusion for an appraisal that is subject to satisfactory completion, repairs, or alterations on the assumption that completion of the improvements will be performed in a workmanlike manner. 10. The appraiser must provide his or her prior written consent before the lender/client specified in the appraisal report can r1i~trih"tc tho ..,~~.-:--. '~~_I_..J:__ ____I..~!___ _L_...L .l.L_ _____...L.. .._1...- ...L_ ___.._:___'_ :.1__"':...... ..._..1 ---, APPRAISER'S CERTIFICATION: The Appraiser certifies and agrees that: 1. I have researched the subject market area and have selected a minimum of three recent sales of properties most similar and proximate to the subject property for consideration in the sales comparison analysis and have made a dollar adjustment when appropriate to reflect the market reaction to those items of significant variation. If a significant item in a comparable property is superior to, or more favorable than, the subject property, I have made a negative adjustment to reduce the adjusted sales price of the comparable and, if a significant item in a comparable property is inferior to, or less favorable than the subject property, I have made a positive adjustment to increase the adjusted sales price of the comparable. 2. I have taken into consideration the factors that have an impact on value in my development of the estimate of market value in the appraisal report. I have not knowingly withheld any significant information from the appraisal report and I believe, to the best of my knowledge, that all statements and information in the appraisal report are true and correct. 3. I stated in the appraisal report only my own personal, unbiased, and professional analysis, opinions, and conclusions, which are subject only to the contingent and limiting conditions specified in this form. 4. I have no present or prospective interest in the property that is the subject to this report, and I have no present or prospective personal interest or bias with respect to the participants in the transaction. I did not base, either partially or completely, my analysis and/or the estimate of market value in the appraisal report on the race, color, religion, sex, handicap, familial status, or national origin of either the prospective owners or occupants of the subject property or of the present owners or occupants of the properties in the vicinity of the subject property. 5. I have no present or contemplated future interest in the subject property, and neither my current or future employment nor my compensation for performing this appraisal is contingent on the appraised value of the property. 6. I was not required to report a predetermined value or direction in value that favors the cause of the client or any related party, the amount of the value estimate, the attainment of a specific result, or the occurrence of a subsequent event in order to receive my compensation and/or employment for performing the appraisal. I did not base the appraisal report on a requested minimum valuation, a specific valuation, or the need to approve a specific mortgage loan. 7. I performed this appraisal in conformity with the Uniform Standards of Professional Appraisal Practice that were adopted and promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were in place as of the effective date of this appraisal, with the exception of the departure provision of those Standards, which does not apply. I acknowledge that an estimate of a reasonable time for exposure in the open market is a condition in the definition of market value and the estimate I developed is consistent with the marketing time noted in the neighborhood section of this report, unless I have otherwise stated in the reconciliation section. 8. I have personally inspected the interior and exterior areas of the subject property and the exterior of all properties listed as comparables in the appraisal report. I further certify that I have noted any apparent or known adverse conditions in the subject improvements, on the subject site, or on any site within the immediate vicinity of the subject property of which I am aware and have made adjustments for these adverse conditions in my analysis of the property value to the extent that I had market evidence to support them. I have also commented about the effect of the adverse conditions on the marketability of the subject property. 9. I personally prepared all conclusions and opinions about the real estate that were set forth in the appraisal report. If I relied on significant professional assistance from any individual or individuals in the performance of the appraisal or the preparation of the appraisal report, I have named such individual(s) and disclosed the specific tasks performed by them in the reconciliation section of this appraisal report. I certify that any individual so named is Qualified to perform the tasks. I have not authorized anyone to make a change to any item in the report; therefore, if an unauthorized change is made to the appraisal report, I will take no responsibility for it. SUPERVISORY APPRAISER'S CERTIFICATION: If a supervisory appraiser signed the appraisal report, he or she certifies and agrees that: I directly supervise the appraiser who prepared the appraisal report, have reviewed the appraisal report, agree with the statements and conclusions of the appraiser, agree to be bound by the appraiser's certifications numbered 4 through 7 above, and am taking full responsibility for the appraisal and the appraisal report. ADDRESS OF PROPERTY APPRAISED: 3353 Walnut St, Camp Hill, PA 17011-2743 APPRAISER: SignabJre: M 1. sl= Name: DenOls . Stover Date Signed: 11-1-04 State Certification #: PA Certified Residential Real Estate Appraiser or State License #: Certification Number: RL 138906 C:t'2to' P 4. SUPERVISORY APPRAISER (only if required): Signature:~ C \ 0~, SR.f\ Name: George~. Clauser, SRA Date Signed: 11-1-04 State Certification #: PA Certified General Real Estate Appraiser or State License #: Certification Number: GA00023~1 c+...+.... MA SUPPLEMENTAL ADDENDUM File No. 4-1026 R-1 Cumberland State P A Zi Code 17011-2743 ELECTRONIC SIGNATURE COMPLIANCE Wintotal and Project 2000 are fully ASS (Appraisal Standards Board) compliant in their security. The signatures on this report have not been altered in any way and the digital signatures are to be considered as original. at Law Certificate Coun Cumberland State P A Cenitleate Type Ce~tIIIed R....ntIeI ~ D&NtII L STOVER III AOILJA ST -....erOWN PA 17057 \. """:.;;-, 4.',:;;1 '''''''' "<1..- :q;,; ^l<~....,,,,,,",,...,,:'i\'ii< 4-~"" ~~?i-~$.1>'i!' Certificate Number RL 138808 -~, ~...--~ Deputy Commissioner ofProrasion.l. ~ Affairs Zi Code 17011-2743 ~~." I" 02 ......~ 1~,. ~...., ':';;"1:". ~'~ .........,JIInt ....... ~~t~~n (.,t.:~ ~ '" .:, ~ : \. \{~ " 0-1. ~~ Sill*Ute "f:.:';'::: .~~'--":::\"~ ~,:~,~ '~', :':-:-:'{,~~,' REV-1503 EX+ (6-98* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Mary C. Stackpole FILE NUMBER 21-04-0959 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Putnam Mutual Fund Investment - American Government Income VALUE AT DATE OF DEATH 2. Putnam Mutual Fund Investment - Equity Income 2,506.83 4,500.42 5,616.43 3. Putnam Mutual Fund Investment - Growth and Income 4. Putnam Mutual Fund Investment - Voyager 4,050.67 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 16,674.35 . , REV-1508 EX + (6-98) * SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Stackpole Mary C FILE NUMBER 21 04 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. 0959 ITEM NUMBER 1. 2. DESCRIPTION Wachovia Bank, PO Box 40028, Roanoke, VA 24022 Checking Acct. #1 000293204625 *This was a joint account, but the joint tenant predeceased this decedent. Wachovia Bank, PO Box 40028, Roanoke, VA 24022 Checking Acct. #1010080253196 VALUE AT DATE OF DEATH 3,212.40 15,236.46 3. Personal furnishings 81 0.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 19 258.86 REV-151'O EX + (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Stackpole Mary C SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON.PROBA TE PROPERTY FILE NUMBER 21 04 0959 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes, DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND DA TE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST VALUE (IF APPLICABLE) 1. Hartford Life IRA annuity 62,484.53 100. 62,484.53 FMG, L TO. 930 Red Rose Ct., Ste. 200, Lancaster, PA 17601 September 18, 2003 TOTAL (Also enter on line 7 Recapitulation) $ 62,484.53 (If more space is needed, insert additional sheets of the same size) REV-151'1 EX + (12:99) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Stackpole Mary C SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Debts of decedent must be reported on Schedule I. 21 FILE NUMBER 04 0959 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Neil Funeral Home 8.401.84 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees R. Mark Thomas 4,000.00 3. Family Exemption: (If decedenfs address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 275.00 5. Accountanfs Fees 6. Tax Return Preparefs Fees 7. Publication - Cumberland Law Journal 75.00 8. Publication - The Patriot News 105.00 9. Real Estate Appraisal - George C. Clauser, SRA 300.00 10. Personal Furnishings Appraisal - Ike Eichelberger 25.00 11. Secco Home Services - replace furnace and hot water heater 4. 199.1 0 12. Chris Hynes (see attached invoice) 850.00 13. Anthony Insurance, Inc. - residential hazard insurance policy 477.00 14. All utilities at decedent's residence from 11/104 - 7/5/05 2,234.84 TOTAL (Also enter on line 9. Recapitulation) $ 20,942.78 (If more space is needed, insert additional sheets of the same size) REV~1512 EX + (6-98) * SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Stackpole Mary C FILE NUMBER 21 04 0959 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1. WSO Imaging Center VALUE AT DATE OF DEATH 6.72 2. Andrews & Patel 50.62 3. 2004 Federal Income Tax 340.00 4. Wal-Mart Credit Card 114.08 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 511.42 REV-1513 EX+ (9-00) . SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec~ 9116 (a) (1.2)] 1. Nancy L. Stackpole, 219 Scotts Street, #127, Beaufort, SC 29902 FILE NUMBER 21-04-0959 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE ESTATE OF Mary C. Stackpole daughter-in-law 38,666.66 (1/3 of real estate) 2. Bradley P. Stackpole, 3353 Walnut Street, Camp Hill, PA 17011 grandchild 1/3 of real estate 1/2 of residue 3. Jennifer L. Stackpole-Rehrer, 3353 Walnut Street. Camp Hill, PA 17011 grandchild 1/3 of real estate 1/2 of residue ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 1 B, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) AUCTIONEER'S APPRAISAL " I . OF PERSONAL PROPERTY /ha.v'l s'tCj('~.~/~ OWNER - OWNER'S TATE ~ :3 3 S-] Lvc, J ~'T sr R.D. NO. STREET C4 ~f/ #r/ I CIlY &; STATE The owner - owners - Executor or"Executrix hereby agrees to pay Little Ike Eichelberger, auctioneer $10.00 a $1000.00 ot what the appraisal sum is. This appraisal is based on auction prIces. ANTIQUES \ HOUSEHOLD q 3 la, ~ TOOL'S VEHICLE'S FARM EQUIPMENT R.D. NO. STREET, / r \ (e, e pP ('\' ~'t-- f\1 ; "", f1 J;;;J. s: ~ /'. I, {bef-j'21 .r ~~ t::iL,^C2.. f/ 0 10 r'10 p {\d /ro fnO'-\~ f~)'7cJlq Off 15n'1{~ J . dA.. . ~p ~ .~, . , .~~..... I . l OWNER - OWNERS'S - EXECUTOR or EXECUTRIX CITY. . ~ STATE ~~ ce;' , ~~ AUCTIONEER ,~ , Little IKE Eichelberger AUCTIONEER R.D. 2 . LJ; Jlsb~l.q.: i, PA. Phone (717) ~Lj J d,-( C! 0 c6 Appraisal Done November 3rd, 2004 for the Estate of Mary Stackpole at 3353 Walnut St. Camp Hill, PA 17011 Items that were appraised: $150.00 $100.00 $100.00 $100.00 $50.00 $50.00 $50.00 $35.00 $35.00 $25.00 $25.00 $25.00 $15.00 - $10.00 $10.00 $10.00 -$10.00 $10.00 Dining Room suite 4 pc. Blond bedroom suite Floor model TV Flowered cream color sofa Bookcase headboard bed & dresser 2-Pink color recliners $25.00 each ReA portable TV on stand Coffee & end tables (set) Knee Hole desk & chair Poster single bed 3 shelf bookcase Dresser & mirror Magazine stand Stereo Breakfast table & chairs Record cabinet 4 drawer pink color chest Sewing machine& cabinet Total $810.00 Little IKE Eichelberger Auctioneer A-YL~~?c, Ir-'1-a'r 930 Red Rose Court Suite 200 Lancaster, PA 17601 Financial Manag.....nt Group, LID 717-295-1200 FAX 717-295-1613 November 30, 2004 R. Mark Thomas, Esq. 1001 South Market Street Mechanicsburg, PA 17055 Re: Estate of Mary C. Stackpole, Deceased Dear Mr. Thomas: Mary owned a Hartford Life IRA annuity and on September 18,2003 she signed a beneficiary designation with a predetermined Death Benefit Election for her grandchildren which, I have enclosed. The market value of the annuity on October 19th, 2004 was $62,484.53. The death benefit for this annuity is approximately $106,000.00. Aside from her IRA she had four Putnam Mutual Fund Investments. The names of the funds and the values as of the date of death are as follows: American Government Income $2,506.83 $4,500.42 $5,616.43 $4~050.67 $16,674.35 Equity Income Growth and Income Voyager TOTAL If you have any questions, please contact me at 717-295-1200. Very truly yours, r/--'~/ ~r A.Poneros Financial Consultant --- Securities offered through Royal Alliance Associates, Inc. · Member NASD & SIPC 'D EC~ -. I .. ;::. i, " - - .. ;- '( Jo.' 1':'" NO, 51872 P, 23002/008 10, "'3 p, 7 1, 2004)( 2: 31 PMAMBBo84:PUTNA14 INVESTMENTS! 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J 10.119' ,." -- -- _ ...-1 .. -4 .ty .;.4 , \ \ I \ \ I \ '\ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ , \ ... . ,.." _If . ... ,.... ,- , , ,,#I. \ , , . \ 1 \ ....."",.. .......".,.. , ! .~~~. .. ... ' , e- ... .. . -..... . . . . , 1 \ \ \ \ \ \ \ \ I \ \ \ \ o d t' C I t Add ece en s ampl e e ress: STREET ADDRESS 3353 Walnut St. CITY I STATE PA I ZIP Camp Hill 17011 Tax Payments and Credits: 1. T ax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 8.500.00 425.00 Total Credits ( A + B + C) (2) 8,925.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) Make Check to: REGISTER OF WILLS, AGENT 8,925.00 0.00 0.00 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; ........................................................................... D [Xl b. retain the right to designate who shall use the property transferred or its income; ........................................ D [Xl c. retain a reversionary interest; or ...................................................................................................... D [Xl d. receive the promise for life of either payments, benefits or care? ............................................................. D [Xl 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................. D [Xl 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. D 00 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....... .... ....... ...... ...... .... ... ...... ........... ...... ....... ...... ........ ...... ......... ....... [gJ D IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ADDRESS Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements. and to the best of my knowledge and belief. it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN O/~'~_ <~""do 219 SeoUs '1 #127 Beaufort SIGNATURE OF ER ~~/ . A(~ DATE f'JqltJ~ SC ADDRESS 17055 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 99116 (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 the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)J. The statute does not exemot 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 twenty-one 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% [72 P.S. 99116(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%, except as noted in 72 P.S. 99116(1.2) [72 P.S. s9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(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. .. ' REV-1502 EX + (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Stackpole Mary C 21 04 0959 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real orooertv which is iointlv-owned with riaht of survivorshiD must be disclosed on Schedule F. SCHEDULE A REAL ESTATE ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 116,000.00 3 SR, 1 SA single family home 3353 Walnut St., Camp Hill, PA 17011 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 116000.00 " REV-1500 EX + (6-00) '* COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128~0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT ~ z w C w (J w C w ~ ::.:~(/) u~::.: w~u :I:~g u 8:m < DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) DATE OF BIRTH (MM-DD-Year) OFFICIAL USE ONL y FILE NUMBER 21 -0 40959 COUNTYCOOE ---YEA~ - - 'NUMBER- - SOCIAL SECURITY NUMBER 5 1 0 - 2 2 - 6 0 6 6 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Return (date of death prior to 12-13-82) o 5. Federal Estate Tax Return Required _ 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach 5ch 0) Dtls.seollSH MillsE oIlIl..EIIlw.i.Jo_sIIIIENIIUlIJ IllfIIENllt..'i8 IN Eti>RIII'ONSHOlJl..DBEt>IRECTED..TO: NAME COMPLETE MAILING ADDRESS R. Mark Thomas, Es 101 S. Market St. FIRM NAME (If Applicable) z o i= c( ...J :J ~ it c( (J w 0:: z o i= c( ~ :J a.. :E o (J ~ ~ 10/19/2004 07/21/1927 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) ~ 1. Original Return D 4. Limited Estate ~ 6. Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received o 2. Supplemental Return D 4a. Future Interest Compromise (date of death after 12-12-82) D 7. Decedent Maintained a Living Trust (Attach copy ofTrust) D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) ~ z w C z o Q. (/) w ~ ~ o u TELEPHONE NUMBER 717-796-2100 Mechanicsbur (1 ) (2) (3) (4) (5) 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) (6) (7) (9) (10) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x _ (15) 192,963.54 X .045 (16) X .12 (17) X .15 (18) (19) 16. Amount of line 14 taxable at lineal rate 17. Amount of line 14 taxable at sibling rate 18. Amount of line 14 taxable at collateral rate 19. Tax Due 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT j..jll;illll;II}II.II~;III.....III.lls....IIIIIIIIIIII.111111...... (8) (11 ) (12) (13) (14) 116,000.00 16,674.35 : I rp'A 1 7055-., - I OFFIC~L', USE 0NlY " ) .i J , , 1 i 19,258.86 -. I l 62,484.53 214,417.74 20,942.78 511.42 21,454.20 192,963.54 192,963.54 8,683.36 8,683.36 , .. t -- ---~--_..,"-~~ -'--"u"I""\A I I-IQMF.. INC. T, CAMP HILL, PA, 17011 \JERAL HOME. INC. 2883 / /5 '-!!ftd/9i1 ~, (_" m."" JmuNfJ.ncv.sf.o..c./fPQie..u. ww. wuu'.. wu.--u.uU-. $ JljELu. ~.'---.-W'L-- 1:.tyJo.uchu/)dre.d.e. '!jhty.{)D.Cu. "t.ujjfJ.O. DOLLARS .U.! 1 aty--,~s: <N!fRc? J~cfr.:p(Xe U'.U. U ............................... U ......... U ....... --. - :. -. u.. U'U'u. 219 ScoUs Street # 127 jM14. ~~td,L9Ct t1>aDdECK r::129t'J5 NE;, FUNERAl HOME. 'NC ---~- - 2844 -If)' 20 lj'-f""$ .':f-.ZOr:! .).t..UUUU&lIIUf'" .... .j. n. 0 .....DOLLARS . Y 100 , . ...............IINfUtJeRALHOME:i iJa1LA... 1'~....... . .,. .,- .... -=:....l.......... "'THANK YOl October 20, 2004 Ref No.: N02698/ CQ4-082 JJ _~~If)S ;~:~~:ub1~rr!IHtl~~~~~NiiIYOU Complete Traditional Service Burial. . . . . . . . . . . . . . . . . . . $ L98 647 8 MANDARIN CASKET. . . . . . . . . . . . . . . . . . . . . . Sentinel Protective Burial Vault. . . . . . . . . . . . . . . . . . . . . . . Memorial Folders/ Prayer Cards. . . . . . . . . . . . . . . . . . . . . . Cemetery. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Death Certificates 10 @ $2.00 ......... . . . . . . . . . . . . . . . . . . . Honorarium/ Clergy. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Organ ist. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Soloist. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Patriot News. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Leavenworth Times. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Altar Servers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3,495.00 2,195.00 1,095.00 35.00 1,020.00 20.00 125.00 100.00 75.00 169.84 52.00 20.00 $8,401.84 ( 4,920.00) Total Funeral Charges $ Adjustments $ (Payments) Balance Due on Account (Due date: 10/21/2004) $ $3,481 .84 Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/14/2006 THOMAS R MARK 101 S MARKET STREET MECHANICSBURG, PA 17055-3851 RE: Estate of STACKPOLE MARY C File Number: 2004-00959 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/19/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) ~ Cumberland County - Register Of Wills One Courthouse Square Carlislel PA 17013 Phone: (717) 240-6345 Date: 9/14/2006 STACKPOLE NANCY L 219 SCOTTS ST. NO. 127 BEAUFORT I SC 29902 RE: Estate of STACKPOLE MARY C File Number: 2004-00959 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES I NO. 103 SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after July 11 19921 the personal representative or his counsell within two (2) years of the decedent's deathl shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/19/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report I please disregard this notice. SincerelYI ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel ~ ~ ;.L (~) (.[ U_J C) G-_.. LC I c.s (~~) a Lit c~, cr.: E~~ u, G: .. ::c CL to N CL L..J en '-0 C'..;j C:;:) C'-I . Register of Wills of Cumberland County Name of Decedent: STATUS REPORT UNDER RULE 6.12 Mary c. Stackpole Date of Death: 10/19/2004 Estate No.: 21-040959 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. . State whether administration of the estate is complete: Yes iXJ. No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. I is Yes, state the following: a. Did the personal representative file a fmal account with the Court? Yes 0 No ~ b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the perso~representative state an account informally to the parties in interest? Yes ~ No 0 Date: c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be 9b.x;4Ched to tlUs report. UJ~ ( I Signature R. Mark Thcmas, Esquire Name 101 South Market Street Mechanicsburg, PA 17055 Address 0" c~ ,.' LL- C.~) ~~L _J U 717-796-2100 Telephone No. r"1...._...._.:~... v<1p<1'-'LLJ' O p.........l"t__nl DO'.........'O'i"'e'"+n+;'7A \.IJ.i3Vl1U.l J.'-""PJ.,",O .I.J.u.LL.I. Y "" 0( Counsel for personal representative cd 1.,1._ e.:) LLJ - <'-.) 0::: L.L o o LL' CI c= C) &? C:c R. MARK THOMAS Attorney at Law 101 South Market Street Mechanicsburg, Pennsylvania 17055-3851 Telephone: (717) 796-2100 Register of Wills of Cumberland County 1 Courthouse Square - 1 st Floor Carlisle, P A 17013 Re: Estate of Mary C. Stackpole No. 21-040959 Dear Register of Wills: Telefax: (717) 796-3600 September 22, 2006 Enclosed are an original and two (2) copies of the Status Report Under Rule 6.12. Please file the Status Report and return a file-marked copy to me in the enclosed self- addressed, stamped envelope. RMT/jlm If you have any questions, please do not hesitate to contact me. Enclosures ~ CL tJ") C'\J CL. k.J C/) '-0 c::::> c::::> ~ 0"1 .. - --.-- Q' /---. '. c~S .r~t- if ~J) Lu :;:.~ _,J-o;:.!"'" O::T~ g:,: ~- 0< o Very truly yours, rt mati YlP#t~ R. Mark Thomas ~ . ? . (.5u~ LU c...:.> u:'" LL. l C):='5 Ci 1.J..J C-:'i ex- e) co..) C;'1 Lr . Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: In Fne Y c... S.,. It C /<. f () (" G Date of Death: I D - I q - a... 0 ()..., Estate No.: J. 0 0 ~ - (J oq S1 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: I. 0 State whether adm.JR.istration of the estate is complete: Yes 0 No DY. 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: ;n J'h<.c..."" d--O 0 '1 3. If the answer to No. I is Yes, state the following: a. Did the personal representative file a [mal account with the Court? Yes 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: q - .2] - () f., ~. ,~dAJ Signature 0"\ III A-rJ QA-j Name Sr/1-C--f</o L B" :c: 0- lJ') N 0- W (/) \.,Q = c::;J C"-.J -::( r- CL g~ Est?, ~~~~.. O.L: 8=(. 05 u Capacitj: ,..d. DC...",_......^ 1 0 D.........A"'.on+,.,..~.UA lAI. 1. 1~Vl1aJ. J..'"""'J:lL"'..,\.I .n.a....." '"" o Counsel for personal representative ,;1.1 Cf 5(.0 rr Address ;3 etft-t Fe) J€r Sr -:Ii 1~7 S C ;;J.. q q 02- '743- Sq 7-11 '1'10 Telephone No. ~ .} BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE (\r--f'E r, INHERITANCE TAX '/'!;J., "~'RECORD ADJUSTMENT ~:JO.~NT,L Y HELD OR TRUST ASSETS *' '11 7nnto.~ un 7:..4 ...."_..,, \.,.'<Je- __ . "'1 11' '1 r /d I . ",,0 (Y~" TIMOTHY STAC~blE 5 STEPHENS ST u~ DILLSBURG PA 17019 !:""\ REV-1604 EX AFP (03-05) DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 07-11-2006 STACKPOLE 10-19-2004 21 04-0959 CUMBERLAND 510-22-6066 05109251 Allount R..itt.d MARY C MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +- ---------------------------------------------------------------------------------------------------------------------------------------------------- REV-1604 EX AFP (03-05) __ INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS -- DATE 07-11-2006 ESTATE OF STACKPOLE MARY COUNTY CUMBERLAND C DATE OF DEATH 10-19-2004 ACN 05109251 FILE NO. 21 04-0959 ADJUSTMENT BASED ON: S.S/D.C. NO. 510-22-6066 ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: WACHOVIA BANK NA ACCOUNT NO. 1000293204625 TYPE OF ACCOUNT: () SAVINGS (X) CHECKING () TRUST () TIME CERTIFICATE DATE ESTABLISHED 04-02-1990 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due .00 0.500 .00 .00 .00 .15 .00 TAX CREDITS: NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ADDRESS SHOWN ABOVE. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE nn . IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) Db REV-1470 Ej< (6-66) . j INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENrS NAME FILE NUMBER 2104-0959 05109251 Mary C. Stackpole REVIEWED BY ACN Colin O'Malley ITEM SCHEDULE NO. EXPLANATION OF CHANGES The above account has been removed as it was already reported on the probate return. ROW Page 1 ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 11128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE r,,'-c-t('.f ~',:" INHERITANCE TAX ,,,f",kJ ," 'A~ECORD ADJUSTMENT - "JO,~NTL Y HELD OR TRUST ASSETS '* '- "lnn( nil .~" Ll'l)O ..."~~_ ~'1 ~ '" \ I' ,..r Hr'l . JO (':;',- TIMOTHY STAC~~L~ 5 STEPHENS ST v~ DILLSBURG PA 17019 '." \ REV-1604 EX AFP (03-05) DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 07-11-2006 STACKPOLE 10-19-2004 21 04-0959 CUMBERLAND 510-22-6066 05109251 Amount Relli tted MARY C MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +- ------------------------------------------------------------------------------------------------------------------------------------------------------- REV-1604 EX AFP (03-05) __ INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS -- DATE 07-11-2006 ESTATE OF STACKPOLE MARY COUNTY CUMBERLAND C DATE OF DEATH 10-19-2004 ACN 05109251 FILE NO. 21 04-0959 ADJUSTMENT BASED ON: S.S/D.C. NO. 510-22-6066 ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: WACHOVIA BANK NA ACCOUNT NO. 1000293204625 TYPE OF ACCOUNT: () SAVINGS (X) CHECKING () TRUST () TIME CERTIFICATE DATE ESTABLISHED 04-02-1990 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due .00 0.500 .00 .00 .00 .15 .00 TAX CREDITS: NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ADDRESS SHOWN ABOVE. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE 00 . IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) Db ..' . REV-14 70 E,~ (6-88) . . INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0801 DECEDENTS NAME FILE NUMBER 2104-0959 05109251 Mary C. Stackpole ACN REVIEWED BY Colin O'Malley ITEM SCHEDULE NO. EXPLANATION OF CHANGES The above account has been removed as it was already reported on the probate return. ROW Page 1