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12-20-12 (3)
r 1505610101 REV-1500 Ex`°"°' ~' OFFICIAL USE ONLY PA Department of Revenue Pennsylvania `""'"r^'°°^E~E.°E Count Code Year Bureau of Individual Taxes ° Y Fde Number INHERITANCE TAX RETURN ~= E.., ~~ PO BOX 280501 ~ ~ `~ ~~ Harrisburg PA i~tz8-o6ot RESIDENT DECEDENT 2 1 r 1, 2 0 TM 0~ 4 -. 7. 0 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY 2 1 4:: 3 0.,'1' 8=2=4 0, 3 Z~8 f 2`~ 1 2 Decedent's Last Name ~ Suffix E'.ve ri tt`s (If Applicable) Enter Surviving Spouse's Information Below Date of Birth MMDDYYYY 06 10`19`3 1 Decedent's First Name MI L..e, n.~ r a,. ~ ~.. Spouse's Last Name Suffix Spouse's First Name MI 7 ~ € z~f~wa It :;.r Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ® 1. Original Return C~ Z. Supplemental Return O 4. Limited Estate C] 4a. Future Interest Compromise (date of death after 12-12-92) ~ 6. Decedent Died Testate CI 7. Decedent Maintained a Living Trust (Attach Copy of WiII) {Attach Copy of Trust) p 9. Litigation Proceeds Received C) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95} O 3. Remainder Return (date of death prior to 12-13-82} O 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes C) 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number M"ar 1in R M:cC a7 eb 7 17 6,917 770 First line of address 2 1 9 E a: s t i. a;i n S t r e e t Second line of address P 0 B e x 2 3 0 tf State ZIP Code REC~TER OF WILL~SE ONLY c~ r: ~m rn~ to xy - r =, c3 o m ~ c ~ G`~ rte, ~ S'' r- ~. rr1 r~> ..1 ~ I ~ I r'rt ~ o -~ • '- -DATE FILED ,~ Crty or Post O ice ~. _., ;,. ... 1.,9 M ec ha .i;i c'~bu rg P<A 17 0:.5....5. ~ c,l~ry Correspondent's a-mail address: Under penalties of perjury, 1 declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belie it is true, correct and complete. Declaration of preparer other than the personal representativ is based on all information of which preparer has any knowledge. I NATURE ~'~R501 RES ONSIBLE FOR FILING RETURN DATE r~ /rU ~tSU1.Zo Exec Co-Exec. f ADDRESS Laura E. ock Jones Donald L. Culbertson 3 Po Cat a n ~ ~ SIGNAT O P PA OT T REPR SENTATIVE DATE Law Offices-Marlin R. McCaleb AD E 219 East Main Street, Mechanicsburg PA 17055 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610101 150561010J~ J 1505610105 REV-1500 EX Decedent's Social Security Number Decede~rsName: Lenora G. Everitts 21 4 3 0 1 8:.2 4 RECAPITULATION 1. Real Estate (Schedule A) ............................................. 1. ' 1 4- 9 0 0 0. 0 ~ I). 2. Stocks and Bonds (Schedule B) ....................................... 2. 4 4 ''6 Q ] • 6 2 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. ~~ Q a 0 G~ ~ii£ ,r , 4. Mort a es and Notes Receivable Schedule D 4. ~i , 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)..... .. 5. ~ ,:: ] ] ~ ] ~ s ~, . 3 6. Jointly Owned Property (Schedule F) p Separate Billing Requested ..... .. 6. ' Q + Q 0'? 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) p Separate Billing Requested...... .. 7. 1 ~ ~ ~ ~ . ~~~. ~, ~. . 8. Total Gross Assets (total Lines 1 through 7) ........................... . 8. 2 ] 2 ! 3 4 2 +r 0 2, 9. Funeral Expenses and Administrative Costs (Schedule H) ................. .. 9. 4 0 ] 3 2 ~ 6 ~ ' 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............ .. 10. 1 1 4 4 ,~ 4 Q'! 11. Total Deductions (total Lines 9 and 10) ............................... . 11 4 1 8 ] ] ~ 0 1 ,.. +o ~: 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. 2 3 0 4 6 5 0 1 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which `' an election to tax has not been made (Schedule J) ...................... .. 13. ,~ , ..«.~ r 14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... .. 14. 2 3 0 ' 4 6 ~ 5 * 0 ], TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 - (a)(1.2) x .off 0 ~ 0 0 16. Amount of Line 14 taxable at lineal rate X .0 q~ 2 3 0 4 6 5 ;" 0 1 1s. ,0 ~~0 > 0 16. 0 3< 7 17. Amount of Line 14 taxable ~ `'~4i ~ `~' ~ `}°'° ~ ~ ' `" at sibling rate X .12 17 ='."M 18. Amount of Line 14 taxable *`~ ,. ~~` p ~ z "" ` "'' "'~ ~'~ ~ ~'~ at collateral rate X .15 t 18. " ,`s ._,,_ `. ~ ,~~ _ -~€ 19. TAX DUE ........................................................ 19 1y0, 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 15^5610105 1505610105 O * ; REV-1500 EX' Page 3 Decedent's Complete Address: File Number DECEDENT'S NAME Lenora G. Everitts STREET ADDRESS ~- --- -- --- ---- ---- ------ _ _ _ ._-3~3 Wolfs Bride Road -__ ____ - __ ___ !_ -_ CITY i STATE i ZIP -- -- - arlisle i Tax Payments and Credits: Tax Due (Page 2, Line 19) Credits/Payments A. Prior Payments - B. Discount -___ _8 000.00 __ _-- --4205 -- (1) 10,370.93 Interest If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. fill in oval on Page 2, Line 20 to request a refund. Total Credits (A + g) (2) - 8 , 421 0 5 (3) 0.00 (4) n nn If line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5J 1.949.85 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a, retain the use or income of the property transferred :.......................................................................................... ^ b. retain the right to designate who shall use the property transferred or its income : ............................................ ^ c. retain a reversionary interest; or .......................................................................................................................... ^ d. receive the promise for life of either payments, benefits or care? ...................................................................... ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. ^ 3. Did decedent own an "in trust for" or payable-upon-death bank account or secudty at his or her death? .............. ^ 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? ........................................................................................................................ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN ~r 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 percent [72 P.S. §9116 (a) (1.1) (i)j. ~r dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent 2 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and ng a tax return are still applicable even if the surviving spouse is the only beneficiary. r 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 tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)[. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P,S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. f .~ REV-1502 EX +(1-97) SCHEDULE A COMMONW EALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Lenora G. Everitts 55~p 214-30-1824 03/28/2012 21-0470-2012 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 •• ~••~•~ ..ro..~ ~~ ~~__~_~, in,cn aaamonai sneers or the same size) copyright (c) 1996 form sottware only CPSystems, Inc. Form REV-t$OZ EX (Rev, 1-97) REV-1503 EX+(1-97) OF SCHEDULE B STOCKS & BONDS Lenora G. Everitts SS~~ 214-30-1824 03/28/2012 0470-2012 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 Franklin Total Return Fund-Class C, Account 11,439.01 ~p560-249449; - 1,120.054 shs. @ $10.19 (03/28/12: high=10.19; low=10.19): $11,413.35; accrued dividend: $25.66. 2 Franklin High Income Fund-Class C, Account 11,335.19 ~~205-1134651; - 5,583.837 shs. @ $2.03 (03/28/12: high=2.03; low=2.03). 3 Franklin Floating Rate Daily Access Fund-Class C, - 11,003.29 Account ~~589-448934; 1,213.307 shs. @ $9.04 (03/28/12: high=9.04; low=9.04): $10,968.30; accrued dividend: $34.99. 4 Templeton Global Bond Fund-Class C, Account 10,830.13 ~p506-285837; - 824.211 shs. @ $13.14 (03/28/12: high=9.04; low=9.04). TOTAL (Also enter on line 2, Recapitulation) 44 , 607.62 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1$U3 EX (Rev, 1-97) REV -1508 EX i (1-97) SCHEDULE E p ~I1 ~+ COMMONW EALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, 8c MSC. INHERITANCE TAX RETURN PERSONAL PROPERTY ot=cinrl.lr nF!`Fn FAIT ESTATE OF FILE NUMBER Lenora G. Everitts SS~~ 214-30-1824 03/28/2012 21-0470-2012 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Certificate of Deposit ~~31300353085, PNC Bank; - principal 10,070.27 balance as of D.O.D.: $10,055.00; interest accrued to D.O.D.: $15.27. 2 Certificate of Deposit ~p31200335600, PNC Bank; - principal 28,008.95 balance as of D.O.D.: $28,007.42; interest accrued to D.O.D.: $1.53. 3 Checking Account ~k5140019005, PNC Bank; - principal balance as of 1,742.65 D.O.D.: $1,742.63; interest accrued to D.O.D.: $0.02. 4 Savings Account ~~131037-00, Members 1st FCU; - principal balance 2,325.29 as of D.O.D.: $2,324.82; interest accrued to D.O.D.: $0.47. 5 Savings Account ~~5005806217, PNC Bank; - principal balance as of 12,042.44 D.O.D.: $12,041.31; interest accrued to D.O.D.: $1.13. 6 Household contents, furniture and furnishings. - (value based on I 2,556.50 proceeds of public sale). 7 Jewelry items specifically bequeathed in Will, - yellow gold 1,900.00 diamond ring per Item SECOND: $1,500.00; diamond necklace and earrings per Item FOURTH: $400.00; (platinum diamond ring per Item THIRD could not be found). 8 The Sentinel, - refund of newspaper subscription. 53.53 9 U. S. Savings Bonds, Series EE, - 3 @ $1,000.00 denom.; 26 @ 18,673.60 $200.00 denom.; 10 @ $100.00 denom.. TOTAL (Also enter on line S 77.373.23 (If more space is needed, insert additional sheets of the same size) Copyrig ht (c) 1996 form software only CPSystems, Inc. Form REV-~$~$ EX (Rev. 1-97) a ~ ~ REV-1510 EX+(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS 8r MISC. NON-PROBATE PROPERTY Lenora G. Everitts SS~6 214-30-1824 03 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. 0470-2012 ITEM NUMBER DESCRIPTION OF PROPERTY RELATIONSHIP TO DECEDENT ANIJ RHE DATEEO~ TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 Franklin Income Fund-Class 1,361.17 1,361.17 C, Account ~~209-5950427, - rollover IRA: 618.715 shs. @ $2.20 (03/28/12: high=2.20; low=2.20); payable upon death to decedent's children: Teresa L. Culbertson, Laura E. Bock Jones and Deborah L. Talbot Tchaha-Batipe (now Deborah L. Everitts), in equal shares, as designated beneficiaries. TOTAL (Also enter on line 7 Recapitulation) I S 1 , 361 17 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1510 EX (Rev. 1-97) REV-ts~t Ex.lt-s» SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES Sr INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Lenora G. Everitts SS~~ 214-30-1824 03/28/2012 0470-2012 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 Hoffman-Roth Funeral Home, - funeral expense. 7,403.75 2 Lucinda Whisler, - funeral luncheon. 363.00 B. ADMINISTRATIVE COSTS 7 2. 3. 4. Personal Representative'sCommissions Donald L. Culbertson Name of Personal Representative(s) Laura E. Bock Jones and/ Social Security Number(s) / EIN Number of Personal Representative(s) 166 -46 - 3984 Street Address 233 Polecat Road 174-46-6626 City Landisburg State PA Zip 17040 6 Richland Road, Carlisle, PA 17015 Year(s) Commission Paid: 2013 Attorney's Fees Law Offices-Marlin R. McCaleb Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address ~ ~~ City State Zip Relationship of Claimant to Decedent Probate Fees Register of Wills 13,550.00 16,000.00 373.50 5. ~ Accountants Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 Boulder's Trash Removal, - removing and disposing of trash from 125.00 house. 2 Charles E. Garner, Appraiser, - real estate appraisal. 375.00 3 Cumberland Law Journal, - advertising Letters. 75.00 4 Donald L. Culbertson, - reimbursement for repairs to house (sump 648.83 pump hose: $158.83) and sewage permit ($480.00) in preparation for sale of house. 5 Laura E. Bock Jones, - reimbursement for funds advanced on 50.24 Total of Continuation Schedule(s) 1,768.29 TOTAL (Also enter on line 9, Recapitulation) $ 40 , 732.61 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, I na Form REV-~$~ ~ EX (Rev. t-97) R ~ Estate of: Lenora G. Everitts Soc Sec ~~: 214-30-1824 Date of Death: 03/28/2012 Continuation of Schedule H-B1 (Personal Representative's Commissions) Item Description ~~ 1 Donald L. Culbertson, - Co-Executor's commission. 2 Laura E. Bock Jones, - Co-Executor's commission. Amount 6,775.00 6,775.00 -------------- 13,550.00 a t Estate Soc Sec Date of Item ~~ of: Lenora G. Everitts ~~: 214-30-1824 Death: 03/28/2012 Continuation of Schedule H-B7 (Other Administrative Costs) Description mount 06/08/12 to replace on/off switch on sump pump at house. 6 PNC Bank, - service charge. 3.00 7 PNC Bank, - check printing fee. 17.99 8 PNC Bank, - service charges. 12.00 9 PNC Bank, - service charge. 3.00 10 PNC Bank, - service charge. 3.00 11 PNC Bank, - service charge. 3.00 12 Register of Wills, - short certificates. 8.00 13 Register of Wills, - filing Inventory and Appraisement. 30.00 14 Register of Wills, - reserve for filing Account, Releases, etc. 300.00 15 Rowe's Auction Service, - auctioneer's commission and fees. 930.27 16 Soil Resources, Ltd., - on-site inspection of septic system in 300.00 preparation for sale of house. 17 The Patriot-News „ - advertising Letters. 158.03 -------------- 1,768.29 REV -1512 EX i (1-97) SCHEDULEI COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, 'NFES DENT DECEDENTN MORTGAGE LIABILITIES, AND LIENS ESTATE OF FILE NUMBER Lenora G. Everitts SS~~ 214-30-1824 03/28/2012 0470-2012 Include unreimbursed medical expenses. tir more space Is neetled, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Farm REV-'152 EX (Rev. 1-97) • REV-1513 EX «(9-00) COMMONWEALTH OF PENT INHERITANCETAX RE RESIDENT OECEOE ESTATE OF T.enora G. Everitts SCHEDULE) SYLVANIA BENEFICIARIES SS~k 214-30-1824 03/28/2012 0470-2012 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [includeoutrightspousaldistributions,and transfers under Sec. 9116(a)(1.2)] 1 Teresa L. Culbertson Daughter 76,588.44 6 Richland Road Carlisle, PA 17015 2 Deborah L. (Talbot) Everitts Daughter 76,188.34 237 South Boulevard P. 0. Box 5401-A Charlotte, NC 28217 3 Laura E. Bock Jones Daughter 77,688.33 233 Polecat Road Landisburg, PA 17040 ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON R EV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0 . 00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 2000 farm software only The Lackner Group, Ina Form REV-1513 EX (Rev. 9-00) LAST WILL ANA TESTAMENT I, LENORA G. EVERITTS, of the Township of Middlesex, County of Cumberland and ..Commonwealth of Pennsylvania, being of sound disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revo and making void all former wills and codicils by me at any time heretofore made. FIRST. I order and direct that all my just debts and funer expenses be paid by my Co-Executors, hereinafter named, as soon as conveniently may be done after my decease. SECOND. I give and bequeath my yellow gold diamond ring unto my daughter, LAURA E. BOCK, absolutely, if she survives me. THIRD. I give and bequeath my platinum diamond ring unto my daughter, DEBORAH L. TALBOT, absolutely, if she survives me. FOURTH. I give and bequeath. my diamond necklace and matchi ,} (` diamond earrings unto my daughter, TERESA L. CULBERTSON, absolutely, if she survives me. FIFTH. I give, devise .and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, in equal shares unto my children, namely LAURA E. .BOCK, .DEBORAH L. TALBOT and TERESA L. CULBERTSON, share and share alike, absolutely and in fee simple. Should any of my said daughters predecease me leaving lawful LAW OFFICES S NELBAKER, M CGALEB & FLICKER issue to survive me, then I order and direct that the share which such deceased daughter would have received had she survived me shall be distributed unto her said lawful issue per stirpes, said issue to take the ancestor's share by representation and not per capita. LASTLY. I nominate, constitute and appoint my daughter, f `~ Y ~ SCHEDULE A-1 internal Order No. 12-D422CS Paae #1 of 28 ` :{yryi R ~.~ '` f 1~~y? ,~kA'~9 £u^Yt>?`~F "4*K Y` •4 'i k .A .: ~ ~ 6 J F P ~ .~ , :T., X #' ~4{ n i ~_ 's n ..y . .~ f a ~ . . ` ~.. .... . i r .v rl ~ II,``~ ,,. _ _ .M i ."(I ..i L~ A .. ~ . !j~ APPRAISAL OF REAL PROPERTY : Y '"`z . +5, LOCATED AT: ~x~ ~° 323 Wolf Bridge Rd ~~ Perry Co Deed Bk 02007, Pg 10267, etc. 4~7 ~~ Carlisle, PA 17013 , ' ~~~ g r5; FOR: '~~~''' The Estate of H Wayne & Loretta G Everitts "~" ~,~ , A s~. ~~,a ;, `vY;;;~, k~~.A:. C 1 ,:. ' " AS OF: "~' > n ~ ~ " 03/28/2D12 " ,~a . •k °~" ,~~~ ~~,;. t x°:i: `~ ~ >,<. ~; Charles E. Garner '°=~' ~# 65 Kenmar Drive . , Shermans Dale, PA 17090 ~'~+, Phone 717 580 9369 /Fax 717 582 8819 m i lP A rr ~ ppra ser.co a e-mail / cgarner~Centra ~ "~ www.accu-fast.net ,~~,': ` ~, ~s ,. . ~ I# 31 NS.S hYCy ;; 4 ~ ~ tr { ~ ~ ~^ i . Form GAS - "WinTOTAL" appraisal software by a la mode, inc. -1-800•ALAMODE .' internal Order No. 12-0422CS Pa a #2 of 28 Owner File No. EVERITTS H Wavne & Lenora G Everitts Property _ Address 323 Wolf Bridge Rd Ci _ Carlisle County Cumberland State PA Zip Code 17013 Client The Estate of H Wa ne & Loretta G Everitts TABLE OF CONTENTS Cover Page Table of Contents ........................................................................................ ...................................................................................................................... 2 Summary of Salient Features ....................................................................... ...................................................................................................................... 3 GP Residential ............................................................................................ ...................................................................................................................... 4 GP Residential Certifications Addendum ..................................................... ...................................................................................................................... 7 Additional Comparables 4-6 ......................................................................... ...................................................................................................................... 9 Subject Photos ........................................................................................... ....................................................................................................................... 10 Subject Photos ........................................................................................... ...................................................................................................................... 11 Interior Photograph Addendum ................................................................... ....................................................................................................................... 12 Basement Photograph Addendum ............................................................... ...................................................................................................................... 13 Photograph Addendum ............................................................................... ...................................................................................................................... 14 Building Sketch (Page -1) ........................................................................... ...................................................................................................................... 15 Comparable Photos 1-3 ............................................................................... ...................................................................................................................... 16 Comparable Photos 4-6 ............................................................................... ...................................................................................................................... 17 Location Road Map ..................................................................................... ....................................................................................................................... 18 Aerial View of Subject ................................................................................. ....................................................................................................................... 19 Plat Map ...................................................................................................... ...................................................................................................................... 20 Flood Map ................................................................................................... ....................................................................................................................... 21 FIRREA/USPAP Addendum ......................................................................... ....................................................................................................................... 22 Environmental Addendum • Appraiser ......................................................... ....................................................................................................................... 23 Appraiser's Certification (License) .............................................................. ....................................................................................................................... 25 Appraiser's E & 0 ....................................................................................... ....................................................................................................................... 26 Privacy Notice ............................................................................................. ....................................................................................................................... 27 Appraiser's Resume ................................................................................... ........................................................................................................................ 28 Form TOCNP - "WinTOTAL" appraisal software by a fa mode, inc. -1-800-ALAMOOE Summ~iry Appraisal Report Charles E. Garner, Appraiser Internal Drder No. i2-042X5 Pa a #4 of 28 RESIDENTIAL APPRAISAL SUMMARY REPORT 323WOLFBRIDGEROA FileNo.: EVERITTS Pro a Address: 323 Wolf Bridge Rd City: Carlisle State: PA Zi Code: 17013 ~ _ County: Cumberland_ Legal Description: Perry Co Deed Bk 02007, Pg 10267 etc. ~ Assessor's Parcel #: 21161090005 'm Tax Year: 2012 R.E. Taxes: $ 1,965 Special Assessments: $ 0 Borrower (if applicable): H Wayne 8 Lenora G Everitts ~ Current Owner of Record: H Wayne & Lenora G Everitts Occupant: ^ Owner ^ Tenant ~ Vacant ^ Manufactured Housin Pro ect T e: ^ PUD ^ Condominium ^ Cooperative [^ Other (describe) HOA: $ 0 ^ per year ^ er month Market Area Name: Middlesex Townshi Area of Cumberland Count Ma Reference: Franklin 2844 C 2 Census Tract: 42041-0118.03 The ur ose of this appraisal is to develop an opinion of: Market Value (as defined), or ^ other type of value (describe) This re art reflects the following value (rf not Current, see comments): ^ Current (the Inspection Date is the Effective Date) ®Retrospective ^ Prospective i A roaches developed for this appraisal: ~ Sales Comparison Approach ^ Cost Approach ^ Income Approach (See Reconciliation Comments and Sco a of Work ~ Pro a Ri hts Appraised; ~' Fee Simple ^ Leaseheld ^ Leased Fee ^ Other (describe} ~ Intended Use: To determine the Fair Market Value of the subject as of March 28, 2012 which is the date of death and the effective date of this _ ~ a praisal. Intended User(s) (byname or type): The clients The Estate of H Wayne & Loretta G Everitts andlor assigns Client: The Estate of H Wayne & Loretta G Everitts Address: 233 Polecat Road Landisburg, PA 17040 A raiser: Charles E. Garner Atldress: 65 Kenmar Drive Shermans Dale PA 17090 Location: Urban Suburban ^ Rural Predominant One-Unit Housing Present Land Use Change in Land Use Built up: ^ Over 75'Yo ~ 25.75% ^ Under 25% Occupancy PRICE AGE One-Unit 40 % ~ Nat Likely ~ Growth rate: ^ Rapid ~ Stable ^ Slaw ~ Owner 94 $(000) (yrs) 2-4 Unit 1 % ^ Likely * ^ In Process Increasing ®Stable ^ Declining ^' Tenant 1 75 Low <1 Multi-Unit % * To: Pro a values: P m' ! ~ a I Demantl/supply; ~ i Shortage ®In Balance ; 1 Dver Supply ®Vacant (0.5%) 450 Hi h 112 Comm'I 1 % y Marketin time: [_ Under 3 Mos. ®3-6 Mos. [~ Over 6 Mos. ^Vacant >5% 175 Pred 50 Vacant 58"" % o Description, and Market Conditions (including support for the above characteristics and trends); Subject neighborhood is bounded by Market Area Boundaries , Route 944 to the north North Middlesex Road to the east, Route 76 to the south and Route 34 to the west. There are no foreseeable economic ~ factors that might adversely influence the marketability_orvolue of the subject. Interest rates are average to good - 3.5% to 6%. Loan _ ~ discounts are 2_3°l0. Concessions are not uncommon in this area and usually have little impact on the market value w _- _ - -- Y - -- Q ~ _ _ _ Dimensions: Cumberland Count Deed Book W21 Pa a 946 etc. She Area: 20 038 sf Zoning Classification: RF Description: Residential Farm Zonin Com Hance: ~ Le al ^ Le al nonconformin randiathered Ille al [_ I No zonin Are CC&RS a Iicable? ^ Yes I~ No ^ Unknown Have the documents been reviewed? ^ Yes ^ No Ground Rentrf a licable $ / Highest & Best Use as improved: ~ Present use, or ^ Other use (explain) Actual Use as of Effective Date: Single Family Residence Use as appraised in this report: Single Family Residence Z Summary of Highest & Best Use: The Highest_and Best for the subject is its current use as a Single Family Residence. O _ _ r = a _ ~ Utilities Public Other ProvideriDescriptlon Of}-site Improvements Type Public Private Topography Level _ w 100 AMP Electricity ^ ~ Street Macadam ® ^ Size .46 Acre MIL ~ _ Gas ~ I None Curb/Gutter None ^ ^ Shape Generally Rectan ular Water I^ ~ Private Sidewalk None_ 7 ^ Drainage Appears Adequate r n _ Sanitary Sewer ^ ~ Private Street Lights None I^ ^ View Similar Houses Storm Sewer 1 I Alle None ^ [[ Other site elements: '^'ll Inside Lot i Corner Lot ^ Cul de Sac Under round Utilities ^ Other describe FEMA S ec'I Flood Hazard Area ^ Yes `IQ No FEMA Flood Zone "X" FEMA Ma # 42041 C 0231E FEMA Ma Date 03/16/2009 Site Comments: No apparent adverse easements encroachments special assessments or other negative influences were noted. Subiect however to anv easements encroachments assessments, etc of record. General Description lxterior Description Foundation Basement ^None Heat(ng # of Units 1 ^ Acc.Unh Foundation ConcBlock Slab 50% Area 5q. Ft. 567 Type Hot Water # of Stories 2 Exterior Walls Brick/Alum Crawl Space None % Finished Fuel Oil Type ~ Det ^ Att. ' _ I Roof Surface Shingles Basement 50% Ceiling Tile . . _ _ Design (Style) Split Level _ Gutters & Dwnspts. Alum Sump Pump ~ Walls Wd/ConcBlk Cooling Individual Existing '_ :Proposed ^ Und.Cans. Window Type DH Dampness ^None Floor Concrete Central None r n Actual Age (Yrs.) 46 Storm/screens Storms Settlement None Dutside Entry None Other z Effective A e rs. 2D Infestation None ~ Interior Description Appliances Altic ^None Amenities Car Storage ^None j Floors Crptffile/Vinyl/HW Refrigerator ® Stairs ^ Fireplace(s) # 1 Woodstove(s) # 0 Garage # of cars ( 4 Tot.) ~ Walls Panel/DW Range/Oven ~ Drop Stair ^ Patie None ,_ Attach. 2 ~ Trim/Finish Stained Wood Disposal ^ Scuttle ~ Deck None Detach. Bath Floor Vin I Dishwasher ^' Doorway ^ Porch FrUEncl Rear _ Blt.-In i w F Bath Wainscot Fiberglass/Cast Fan/Hood ~' Floor ^ Fence None Carport ~ Doors Hollow Core. Microwave ^ Heated ^j Pool None _ _ Driveway 2 Z Washer/D er I^ Finished ^ Surface Macadam ~ Finished area above rode contains: 8 Rooms 3 Bedrooms 1.1 Baths 1 809 S uare Feet of Gross Livin Area Above Grade a Additional features: Front orch and rear enclosed orch. Energy hems are similar to other properties in the area of like age and condition. ~ U - _. -- _. w Describe the condition of the property (including physical, functional and external obsolescence): Overall the improvements were considered to be in Average ~ condition with no repairs required. The subject has been maintained as necessary. to be com etitive in toda s real_ e_ state market. No Functional or External inadequacies were noted at the time of inspection. m RESI DENTIAL Gopydght© 2007 by a la mode, inc. This Corm may tre reproduced unmodrfied without wdtten permission, however, a la mode, Inc. must be acknowledged and credited Form GPRES2 - "WinTOTAL" appraisal software by a la mode, inc. -1-800-ALAMODE 3/2007 r Internal Order No. 12-042X5 Pa a #5 of 28 R ESIDENTIAL APPRAISAL SUMMARY REPORT 323WOLFBRIDGEROA M research ~ y p File No.: EVERITTS y _ did did not reveal an rior sales or transfers of the subject property far the three years prior to the effective date of this appraisal. Data Sources : Local multi-list and count tax records O y ~ 1st Prior Sub'ectSale/Transfer Date: No prior sales noted Price: within the last 3 ears. Analysis of sale/transfer history and/or any current agreement of sale/listing: No prior sale of the subject within the last three years was noted. No prior sales of any of the comparables within 1 year of their most recent sale were noted. ~ Sources :Public Records -Multi List _ - z 2nd Prior Sub'ect Sale/Transfer Date: t- Price: _ Sources : - SALESCOMPARISON APPROACH TO VALUE if FEATURE SUBJECT Address 323 Wolf Bridge Rd Carlisle PA 17013 Proxim' to Sub ect Sale Price $ 0 Sale Price/GLA $ _ /s .ft. Data Sources Ins ection V_ erification Sources Public Records VALUE ADJUSTMENTS DESCRIPTION- Sales or Financing Concessions develo d ^ The Sales Com oris COMPARABLE SALE # 1 28 Hope Ter Carlisle PA 17013 0.82 miles NW $ 150 000 $ 100.07 /s .ft. MLS #10216910 Public Records DESCRIPTION + - $ Ad_'ust. 48 DOM VA/5991 -5 991 on A roach was not develo ed for this a COMPARABLE SALE # 2 936 Cavalry St Carlisle PA 17013 1.84 miles SW $ 154 000 $ 84.80 /s .ft. MLS #10219021 Public Records DESCRIPTION + - $ Ad'ust. 9 DOM VA/7000 -7 000 raisal. COMPARABLE SALE # 3 901 N West St Carlisle PA 17013 2.58 miles SW $ 164 500 $ 94.05 /s .ft. Multi-List #10214139 Public Records DESCRIPTION _+ - $ Ad ust, 74 D.O.M. Conv/0 Date of Sale/Time N/A _ D2/12 03/12 12/11 RI hts A raised Fee Sim le _ _ _ Fee Sim le Fee Sim le Fee Sim Ie Location - --- Suburban Suburban Suburban Suburban Site 64 ac .40 .28 ac 33 View Similar Houses Similar Houses Similar Houses Similar Houses Desi n S le Slit Level Slit Level _ Two Sto _ Ca a Cod Ouali of Construction _ Brick/Alum Brick/Alum _ Alum +2 000 Brick/Vin I A e 46 38 -1,600 35 -2 200 56 +1 000 Condition Average Avera a Avera a Avera e Above Grade Total - Bdrms Baths Total 8drms Baths - Total Btlrms Baths Total Bdrms Baths Room Count 8 3 1.1 7 3 1.1 7 _ _ 3 1.1 _ 7 ._ 4 3.0 -4 000 Gross Livin Area 1 809 sq.ft. 1 499 s .ft. +9 300 1 816 s .ft. 1 749 sgft. Basement & Finished Rooms Below Grade 567 sf 475 sf 728 sf 1230 sf -663 Functional Utility Avera a Avera a Avera a Avera e Heatin Coolin HotWater/No C_A EIecBB/No CA ElecB6/No CA HotWater/No CA = C Ener Efficientltems .Gaya a/Car art T icalA a/Area 2 Car Gara e Ty icalA a/Area 2 Car Gara e - T icalA e/A_rga 2 Car Gara e~ T icalA a/Area _ 2 Car Gara e __ ~ Porch/Patio/Deck Porch/Encl Porch Porch/DklEncl Por -2 000 Porch/Scrd Porch +1 OOD Porch/CovDeck _ +1 000 a Fire lace/etc. 1 Fire lace 1 Fire lace None +2 000 1 Fire lace Q Fence/OutBuildln U rod None Shed -500 None None Z O - _ - - - _ ~ __ - - a ~ ~ w Net Ad'ustment Total Adjusted Sale Price of Com arables ^ + ®- $ -791 Net 0.5 % Gross 12.9 % $ 149 209 -- - ^ + ~t - $ -4 200 Net 2.7 '% Gross 92 % $ 149 800 ^ + ®- $ -2,663_ Net 1.6 % Gross 4.1 % $ 161 837 a y Summary of Sales Comparison Approach All six comparables were considered in this appraisal. The Adjusted sale prices of comparable #1 and #2 were very closely grouped and were given the most weiaht in estimating the Opinion of Market Value. The Adjusted Sale Prices of comparables #1 #2, #3, #4 and #5 support that estimated Opinion of Market Value of the subject. The Weighted Av_e_rage Value is determined by using the Gross Adjustment o_ f sale price for each comparable as a measure of the relative guality of the comparable. A lower adjustment indicates a better comp and vice versa The ratio of gross dollar adjustment to sale price fo r _ each of _t_he comps is used to calculate the weight each comp should have in a weighted average calculation. As with any method this technique is not ~ertect. However it does do a very good job of giving more weight to the most similar comps while at the same time minimizing values near the ex_t_remes of the indicated value range. The Weighted Average Value of $155 300 supports the $149 000 Opinion of Market Value. 1. Comparable #4 occurred more than six months prior to the date of this appraisal but was selected because itsproximity to the subject and its similar Gross Living Area. 2. Comparable #5 occurred more than six months prior to the date of this appraisal but was selected because its proximity to the subject and its similar Gross Living Area. __. 3. Comparable #6 occurred more than six months prior to the date of this appraisal but was selected because its proximity to the subject and its similar split level Design and Appeal. - _ _. ~' Indicated Value b Sales Com orison A roach 3 1 as o00 ' RESIDENTIAL Copyright© 2007 by a la mode, inc. This Corm may be reproduced unmodified without written permission, however, a la mode, inc. must be acknowledged and credited. Farm GPRFS9 - "WinTflTAI ^ annraical cnf}wam ho a is m~~o fnr - tann_ni n~nnnr: v~nm ti ^~~ Internal Order No 12-0422CS Paae #6 of 28 R ESIDENTIAL APPRAISAL SUMMARY REPORT 323WOLFBRIDGEROA File No.: EVERITTS COST APPROACH TO VALUE if develo d The Cost A roach was not develo ed for this a ralsal . Provide ode uate information for replication of the fallowing cost figures and calculations. Support far the opinion of site value (summary of comparable land sales or other methods for estimating site value): Th e estimated Site Value was extracted based on county assessment ratios due to lack of adequate comparable sales of similar sites. The assessed land value $40 200 divid d b e y the_ assessed total value $166,000, (.24) times the estimated opinion of Market Value of $149 000 = $35.760. Estimated Site Value 3 6 000 x ESTIMATED ^ REPRODUCTION OR REPLACEMENT COST NEW ^ _$ OPINION OF SITE VALUE __ _. a Source of cost data: _ DWELLING Sq.Ft. @ $ $ O Ouali ratio from cost service: Effective date of cost data: Comme t C A _ Sq.Ft. @ $ _$ a n s on ost pproach (gross living area calculations, depreciation, etc.): Sq.Ft. @ $ _$ y The Cost Approach is not applicable and is considered inappropriate for Sq.Ft. @ $ -$ _ - v resale properties like the subject and was not developed for this _$ ~praisal Gara a/Car ort Sq.Ft. @ $ _$ _ Total Estimate of Cost-New __. _$ - _ Less Ph sical Functional External De reciation =$( De reciated Cost of Improvements _$ - _ "As-is" Value of Sfte Im rovements _$ __ - _$ Estimated Remainin Economic L'rfe if re wired : 40 Years _$ INDICATED VALUE BYCOSTAPPROACH _ -g -_ __ __.. x _ INCOME APPROACH TO VALUE I} develo ®The Income A roach was not develo ed for this a raisal. Estimated Monthly Market Rent $ X Gross Rent Multiplier = $ Indicated Value by IncomeApproach S f I ~ ummary o ncome Approach (including support for market rent and GRM): The Income Approach to value is not considered a reliable indicator of value Q for single family owner occupied properties and was not utilized in this appraisal - - w -- _ - ~ _ O U z __ PROJECT INFORMATION FOR PUDs If a licable ^The Subject Is art of a Planned Unit Develo ment. Legal Name of Project; c Describe common elements and recreational facilities: _ a - - Indicated Value by: Sales Comparison Approach $ 149 000 Cost Approach (if developed) $ Income Approach (it developed) $ Final Reconciliation The Sales_Comparison Analysis is the most reliable approach to value The Cost Approach is not appropriate for resale _ properties like the subject and was not developed. The Income approach to value is not considered reliable in estimating value for owner occupied single family residential properties and was not utilized in this appraisal z p _ -- - a This appraisal is made ~ "as is", ~ !subject to completion per plans and specifications on the basis of a Hypothetical Condition that the improvements have been v completed, ^ subject to the following repairs or alterations on the basis of a Hypothetical Condition that the repairs or alterations have been completed ^ subject to z , the following required inspection based on the Extraordinary Assumption that the condition or deficiency does not require alteration or repair: The indicated Estimat ~ e of Value assumes all systems and equipment associated with the real estate to be in working order/condition. w d' _ _ _ ^ This re ort is also sub'ect to other H othetical Conditions and/or Extraordina Assum lions as s ecrfied in the attached addenda. Based on the degree of inspection of the subject property, as indicated below, defined Scope of Work, Statement of Assumptions and Limiting Conditions ' , and Appraiser s Certifications, my (our) Opinion of the Market Value (or other specified value type), as defined herein, of the real property that is the subject of this report is: $ 149,000 , as of: 03/28/2012 ,which is the effective date of this appraisal. If indicated above, this Opinion of Value Is subject to Hypothetical Conditions and/or Extraordinary Assumptions Included In this report. See attached addenda. ~ A true and complete copy of this report contains 28 pages, including exhibits which are considered an Integral part of the report. This appraisal report may not be w properly understood without reference to the information contained in the complete report. ~ Attached Exhibits: iRl Scope of Work ~ Limiting Cond./Certificatlons ^ Narrative Addendum ~ Photograph Addenda ®Sketch Addendum k 'XI Map Addenda ~ Additional Sales ^ Cost Addendum ®Flood Addendum ^ Manuf. House Addendum Q ~`! H othetical Conditions ^ Extraordina Assum lions ~ ~ ^ ^ Client Contact: David Jones __ _ Client Name: The Estate of H Wayne & Loretta G Everitts E-Mail: Address: 233 Polecat Road Landisbur PA 17040 APPRAISER SUPERVISORY APPRAISER (if required) or CO-APPRAISER (if applicable) w w Fem., a Appraiser Name: Charles E. Garner Supervisory or Co-Appraiser Name: ~ _ _ _ Company: Charles E. Garner, Appraiser _ Company: rn Phone: (717) 582-9080 Fax: 7( 17) 582-8819 Phone: Fax; E-Mail: charlieC~accu-fast.net -- E-Mail: Date of Report (Signature): 05/07/2012 _ Date of Report (Signature): License or Certification #: RL001546L State: PA License or Certification #: State: Designation: PA Certified Residential Real Estate Appraiser Designation: Expiration Date of License or Certification: 06/30/2013 -- Expiration Date of License or Certification: I nspection of Subject: ~ Interior & Exterior ^ Exterior Only ^ None Inspection of Subject: ^ Interior & Exterior ^ Exterior Only ^ None Date of Ins action: Aril 27 2012 Date of Ins action: m RES I D E NTI AL Copyright© 2007 by a la mode, Inc. This form maybe reproduced unmodified without written permission, however, a la mode, inc. must be acknowledged and credited. Form GPRFS9 - "WinTflTGI " annraical cnftware by a la r*,~ne rte,. t eon ni n~annr• nronm ' Internal Order No. 12-0422CS PaoT a #7 of 2gJ Assum tions Limitin Conditions & Sco a of Work 323WOLFBRIDGEROA Property Address: 323 Wolf Bridge Rd File No.: EVERITTS City: Carlisle State: PA Zip Code: 17013 Client: The Estate of H Wavne & Loretta G Everitts Address: 233 Polecat Road Landisburg~ PA 17040 A praiser: Charles E. Garner e,~,r.e~~~ ~~ „______ ... ... _ -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. -The appraiser may have provided a sketch in the appraisal report to show approximate dimensions of the improvements, and any such sketch is included only to assist the reader of the report in visualizing the property and understanding the appraiser's determination of its size. Unless otherwise indicated, a Land Survey was not performed. - If so indicated, 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. -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. - If the cost approach is included in this appraisal, 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. Unless otherwise specifically indicated, the cost approach value is not an insurance value, and should not be used as such. -The appraiser has noted in the appraisal report any adverse conditions (including, but not limited to, 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, but not limited to, the presence of hazardous wastes, toxic substances, etc.) that would make the property mare 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. -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. -The appraiser will not disclose the contents of the appraisal report except as provided for in the Uniform Standards of Professional Appraisal Practice, and any applicable federal, state or local laws. - If this appraisal is indicated as subject to satisfactory completion, repairs, or alterations, the appraiser has based his or her appraisal report and valuation conclusion on the assumption that completion of the improvements will be performed in a workmanlike manner. - An appraiser's client is the party (or parties) who engage an appraiser in a specific assignment. Any other party acquiring this report from the client does not become a party to the appraiser-client relationship. Any persons receiving this appraisal report because of disclosure requirements applicable to the appraiser's client do not become intended users of this report unless specifically identified by the client at the time of the assignment. -The appraiser's written consent and approval must be obtained before this appraisal report can be conveyed by anyone to the public, through advertising, public relations, news, sales, or by means of any other media, or by its inclusion in a private or public database. - An appraisal of real property is not a 'home inspection' and should not be construed as such. As part of the valuation process, the appraiser performs anon-invasive visual inventory that is not intended to reveal defects or detrimental conditions that are not readily apparent. The presence of such conditions or defects could adversely affect the appraiser's opinion of value. Clients with concerns about such potential negative factors are encouraged to engage the appropriate type of expert to investigate. The Scope of Work is the type and extent of research and analyses pertormed in an appraisal assignment that is required to produce credible assignment results, given the nature of the appraisal problem, the specific requirements of the intended user(s) and the intended use of the appraisal report. Reliance upon this report, regardless of how acquired, by any party or for any use, other than those specified in this report by the Appraiser, is prohibited. The Opinion of Value that is the conclusion of this report is credible only within the context of the Scope of Work, Effective Date, the Date of Report, the Intended User(s), the Intended Use, the stated Assumptions and Limiting Conditions, any Hypothetical Conditions and/or Extraordinary Assumptions, and the Type of Value, as defined herein. The appraiser, appraisal firm, and related parties assume no obligation, liability, or accountability, and will not be responsible for any unauthorized use of this report or its conclusions. Additional Comments (Scope of Work, Extraordinary Assumptions, Hypothetical Conditions, etc.): RESIDENTIAL CopyrigM© 2007 by a la mode, Inc. This form maybe reproduced unmodified without written permission, he Farm GPRES2AD - "WinTOTAL" appraisal software by a la mode, inc. -1-800-ALAMODE a la mode, Inc. must be acknowledged and credited 3/2007 r ~ Internal Order No. 12-0422CS Pa a #8 of 28 . ertifications Vv"`v^ . FileNo.: EVERITTS Pro a Address: 323 Wolf Bridge Rd _ C'ITy: Carlisle State: PA Zip Code: 17013 Client: The Estate of H Wayne & Loretta G Everitts Address: 233 Polecat Road Landisburo, PA 17040 _ A raiser: Charles E. Garner Address: 65 Kenmar Drive Shermans Dale PA 17090 APPRAISER'S CERTIFICATION I certify that, to the best of my knowledge and belief: -The statements of fact contained in this report are true and correct. -The credibility of this report, far the stated use by the stated user(s), of 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 present or prospective interest in the property that is the subject of this report and no 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 to the parties involved with this assignmenl. - 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, inconformity with the Uniform Standards of Professional Appraisal Practice that were in effect at the time this report was prepared. - I did not base, either partially or completely, my analysis and/or the opinion of 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. -Unless otherwise indicated, I have made a personal inspection of the property that is the subject of this report. -Unless otherwise indicated, no one provided significant real property appraisal assistance to the person(s) signing this certification. Additional Certifications: DEFINITION OF MARKET VALUE *: Market value means 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 and 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 title from seller to buyer under conditions whereby: 1. Buyer and seller are typically motivated; 2. Both parties are well informed or well advised and acting in what they consider their own best interests; 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. * This definition is from regulations published by federal regulatory agencies pursuant to Title XI of the Financial Institutions Reform, Recovery, and Enforcement Act (FIRREA) of 1989 between July 5, 1990, and August 24, 1990, by the Federal Reserve System (FRS), National Credit Union Administration (NCUA), Federal Deposit Insurance Corporation (FDIC), the Office of Thrift Supervision (OTS), and the Office of Comptroller of the Currency (OCC). This definition is also referenced in regulations jointly published by the OCC, OTS, FRS, and FDIC on June 7, 1994, and jn the Interagency Appraisal and Evaluation Guidelines, dated October 27, 1994. Client Contact: David Jones _ Client Name: The Estate of H Wavne & Loretta G Everitts E-Mail: Address: 233 Polecat Road Landisbur PA 17040 APPRAISER SUPERVISORY APPRAISER (if required) w ~/~~~ ~~ ~ ~~ or CO-APPRAISER (if applicable) W ~ Supervisory or a Appraiser Name: Charles E. Garner Co-Appraiser Name: _ ~ Appraiser Company: Charles E Garner Company: ,_ . rn Phone: ~) 582-9080 Fax: 7t 17) 582-8819 Phone: _ Fax: E-Mail: Charlie@accu-fast.net E-Mail: Date Report Signed: 05/07/2012 Date Report Signed: License or Certification #: RL001546L State: PA License or Certification #: State: Designation: PA Certified Residential Real Estate Appraiser Designation: _ Expiration Date of License ar Certification: 06!30!2013 Expiration Date of License or Certification: _ __ Inspection of Subject: ~ Interior & Exterior L~ Exterior Only ^ None Inspection of Subject: ^ Interior & Exterior ~ Exterior Only iJ Nane Date of Ins eciion: Aril 27 2012 Date of Ins ection: ENTIAL Copydght© 2007 by a la mode, inc. This Corm may he • reproduced unmodified without written permission, however, a la mode, inc. must be acknowledged and credited RE51 D Form GPRES2AD - "WinTOTAL" appraisal softw are by a la mode, inc. -1-800-ALAMODE 3/2007 ess 323 Wolf Brid a Rd subf ~~~ Carlisle G Everitts PhofO The Es fte oo H Wa --` ~--_~!'~-'~-- ne ~ Lorefta G Colin C~ ~--__~ Everitts mb-_.?rland _ form PIC3x5.TR _ „ _~ WinTOTgL„aPAraisal software by a la mode, inc..1.800- ALAMOpP 323 Wolf ~'~Je Bridge Rd Page intergal order lyo.`72-0422CS 'M Internal Order No 12-0422CS Pa a #11 of 28 Subiect Photo Pane Owner H Wayne & Lenora G Everitts Pro a Address 323 Woff Bridge Rd Ci Client _ Carlisle County Cumberland State PA Zip Code 17013 The Estate of H Wa ne & Loretta G Everitts Subject Front 323 Wolf Bridge Rd Subject Rear Subject Street Form PIC3x5.TR - "WinTOTAL" appraisal software by a la mode, inc. -1-800-ALAMODE ~ ~ Internal Order No 12.0422CS Pa a #12 of 28 Interior Photograph Addendum Owner H Wayne & Lenora G Everitts Pro a Address 323 Wolf Bridge Rd Ci Carlisle County Cumberland State PA Zip Code 17013 Client The Estate of H Wa ne & Loretta G Everitts Kitchen Dining Office Bath Form PIC15 - "WinTOTAL" appraisal software by a la mode, Inc. -1-800-ALAMODE Fireplace Family Room Living Room Bedroom Powder Room Bedroom Bedroom ,i , •• Internal Order No. 12-0422CS Page #13 of 28 Basement Photograph Addendum Owner H Wayne & Lenora G Everitts Property _ Address 323 Wolf Bridge Rd Ci Carlisle County Cumberland State PA Zip Code 17013 Client _ The Estate of H Wa ne & Loretta G Everitts Storage 200 AMP Service Well Pump Furnace Sump Pump Form PICSIX2 - ^WinTOTAL" appraisal software by a la mode, inc. -1-800-ALAMODE r .~ Photograph Addendum Comments: Owner H Wayne & Lenora G Everitts Pro a Address 323 Wolf Bridge Rd City Carlisle County Cumberland State PA Zip Code 17013 Client The Estate of H Wa ne & Loretta G Everitts Enclosed Porch Comments: Comments: Comments: Internal Order No,_12-0422CS Pa a #14_of 28 Garage Form PICFOUR - "WinTOTAL" appraisal software by a la mode, inc. -1-800-ALAMODE ~ .: ADDITIONAL COMPOReR~ ~ cei ~c m REST DENTIAL Form GPRES2,(AC) - "WinTOTAI" appraisal software by a la made, inc. -1-800-ALAMODE Internal Order No. 12-0422CS Pa a #9 of 28 323WOLFBRIDGEROA FEATURE Address 323 Wolf Bri Carlisle PA Proximity to Sub'ect Sale Price Sale Price/GLA Data Sources Verification Sources SUBJECT dge Rd 17013 $ $ /s Ins ection Public Records 0 .ft COMPARABLE SALE # 4 109 N Middlesex Rd Carlis_ le PA 17013 1.28 miles E $ 169 900 . $ 105.40 /s .ft. Multi-List #10210030 Public Records COMPARABLE SALE # 5 F 242 McKnight St Carlisle PA 17013 2.69 miles SW $ 159 900 $ 95.35 /s .ft. Multi-List # 0201 0199 P bli R lle No.: COMPARABLE SALE # 6 600 D St Carlisle PA 17013 2.93 miles SW $ 130 000 $ 7g.g4 /sq.ft. " MLS #10205825 VALUE ADJUSTMENTS Sales or Financing Concessions Date of Sale/Time Ri hts A raised _ Location 51te View Desi n S le _ Ouali of Construction A e Condition _-. DESCRIPTION N/A Fee Sim le Suburban .64 ac Similar Houses_ Slit Level Brick/Alum 46 Avera a DESCRIPTION 2 D.O.M. Conv/500.0 08/11 Fee Sim le Suburban .38 ac Similar Houses Two Sto Vin I/Alum _ 16 Avera a + - $ Ad ust. -5 000 3 000 -6 000 u c ecords DESCRIPTION 155 D.O.M. VA/6D00 04/11 Fee Sim le Suburban .13 Similar Houses Ca a Cod Afum 59 Avera a + - $ Ad'ust. -6 000 - 3 000 +2 600 Public Records DESCRIPTION 6 DOM Conv/0 04/11 Fee Simple Suburban .27 Similar Houses Slit Level Alum/Wood 34 Below Avera a + -~ $ Ad'ust, 000 -2 400 +5 000 Above Grade Total Bdrms Baths Total Bdrms Baths Total 8drms Baths Total Bdrms Baths Rcom Count 8 3 1.1 _8 4 1.1 7 _ 3 2.0 _ -1 000 7 3 1.1 Gross Livin Area Basement & Finished Aooms Below Grade 1 809 s . 567 sf ft. 1,612 s .ft. 936 sf +5 910 -369 1 677 s .ft. 1230 sf +3 960 -663 . 1 649 s .ft. 572 sf +4 800_ Functional Utili Avera a Avera a Avera e Avera e Heatin Coolin Ener Efticientltems Gara a/Car art Porch/Patio/Deck HotWater/No_CA T icalA a/Area 2 Car Gara e Porch/Encl Porch Heat Pum / CA T ica_IA a/Area 1 Car _Gara a St /Deck/CovDeck -3 000 _ +3 000 +500 _ HotAir/CA T icalA a/Area Off Street Park CovSt /Patio/St -3 000 - +4 000 +3 500 Heat Pum /CA T picalA a/Area 2 Car Car ort Porch/Scrd Porch -3 000 _. +2 000 +1 000 Fire lace/etc. 1_ Fire lace None -2 000 1 Fire lace 1 Fire lace Fence/OutBuildin U rod None _ Shed/Fence -1 000 None Fence -500 - _ Net Ad ustment otal Adjusted Sale Price of Cam arables Summary of Sales Comparison Approach ^ + ®- $ Net 2.9 % GrOSS 17.5 % $ -4 959 __ ~ + ^ - $ Net 4,0 % 164 941 Gross 17.3 % $ _ 6 397 ®+ ^ - $ Net 7.6 % 166 297 Gross 16.7 % $ 9 900 139 900 ~ Copyright0 2007 by a la mode, inc. This form maybe reproduced unmodified without written permission, however, a la mode, Inc. must be acknowledoed and credited. 3/2007 Building Sketch sternal Order No. 72-D_422CS Page #15 of 28 ier H Wayne 8 Lenora G Everitis _ _ 3e Address 323 Wolf Bridge Rd Carlisle County Cumberland State PA Zip Cotle 17013 nt The Estate of H Wayne 8 Loretta G Everitts 23' Bath Bedroom y ~, Second Floor ~ ~' y [621 Sq ft] Bedroom Bedroom 23' 44' FP Dining Kitchen Family Room i ~ N First Floor [1188 Sq ft] Living Room Office - Pwdr ~~. Porch 21' Utility N N ~ Basement [567 Sq ft] Storage 21' rorni stemn M a w mox, in<. Area Calculations Summary Living Area CalcufaUon De~Ns.. First Floor 1188 Sq R 44 x 27 = 1188 Second Floor 621 Sq R 27 x 23 = 621 Total Living Area (Rounded): 1809 Sq ft Non-living Area 2 Car Garage 552 Sq ft 23 x 24 = 552 Porch 138 Sq R 23 x 6 = 138 Screen Porch 207 Sq R 9 x 23 = 207 Basement 567 Sq R 21 x 27 = 567 Form SKT.BIdSkI - "WinTOTAL" appraisal software 6y a la mode, inc. -1.800-ALAMODE ~ Internal Order No. 12-0422CS Page #16 of 28 Comparable Photo Page Owner H Wayne & Lenora G_ Everitts Propert _ y Address 323 Wolf Bridge Rd City Carlisle, County Cumberland State PA Zip Code 17013 Client The Estate of H Wa ne & Loretta G Everitts Comparable 1 28 Hope Ter Prox. to Subject 0.82 miles NW Sale Price 150,000 Gross Living Area 1,499 Total Rooms 7 Total Bedrooms 3 Total Bathrooms 1.1 Location Suburban View Similar Houses Site 40 Quality Brick/Alum Age 38 Comparable 2 936 Cavalry St Prox. to Subject 1.84 miles SW Sale Price 154,000 Gross Living Area 1,816 Total Rcoms 7 Total Bedrooms 3 Total Bathrooms 1.1 Location Suburban View Similar Houses Site .28 ac Quality Alum Age 35 Comparable 3 901 N West St Prox. to Subject 2.58 miles SW Sale Price 164,500 Grass Living Area 1,749 Total Rooms 7 Total Bedrooms 4 Total Bathrooms 3.0 Location Suburban View Similar Houses Site 33 Quality Brick/Vinyl Age 56 farm PIC3x5.CR - "WinTOTAL" appraisal software by a la mode, inc. -1-800-ALAMODE • Internal Order No. 12-0422CS Pace #il of 28 Comparable Pheto Pang Owner_ H Wayne 8 Lenora G Everitts Pro a Address 323 Wolf Bridge Rd CI Client Carlisle County Cumberland State PA __ Zip Code 17013 The Estate of H Wa ne ~ Loretta G Everitts Comparable 4 109 N Middlesex Rd Prox, to Subject 1.28 miles E Sale Price 169,900 Gross Living Area 1,612 Total Rooms 8 Total Bedrooms 4 Total Bathrooms 1.1 Location Suburban View Similar Houses Site .38 ac Quality VinyllAlum Age 16 Comparable 5 242 McKnight St Prox. to Subject 2.69 miles SW Sale Price 159,900 Gross Living Area 1,677 Total Rooms 7 Total Bedrooms 3 Total Bathrooms 2.0 Location Suburban View Similar Houses Slte .13 Quality Alum Age 59 Comparable 6 600 D St Prox, to Subject 2.93 miles SW Sale Price 130,000 Gross Living Area 1,649 Total Rooms 7 Total6edrooms 3 Total Bathrooms 1.1 Location Suburban View Similar Houses Site .27 Quality Alum/Wood Age 34 Form PIC3x5.CR - "WinTOTAL" appraisal software by a la mode, inc. -1-800-ALAMODE lenora G wE eritts L~Cat~ _ '~_R_-t~ ~-- ~n Road Ma tnterrut order _,_ ~_~_ p Mo. r2_oa22cs r~wa ne ~ Loretta G Co~~- Everitts G~mberland ~_,__`_,~_ H~9h1i9hted State py ~1-~~-- He19hborhood Zl Code ^1 ~~ Boundaries t7~013~. bo+rec na pis?al 5~.~ Y3 'szd~Ra' gip. n P.icn,~,Y~,e~ .» '%i Fpr HaiSarN Ru F~~aa ~aa , tze"as ~ we~a` Wd9nt1 0+ Narih Middleton TiyP ~a Sub' 323 Walf g 9e Rd .~ i~ir4RZr ~nnelly~,an 1 C +~ W ~ 1 7f ~i N ._ - `r~i ll~lo. N Zl~ fyf lYf. Fr..~.9 ~ ~/~ u C~2 Eat ae~;;~:v Pf tS~t? t- °'~F ~+ ,.Pd h 4' Arr~ qb ~~~ B°nnY Brook ~Ck Fi4~~CW R[~ ,fin S~" Spr~~ ~~c~ 9 ~~` p+b pr Gap "o- ..~ .. ,. _- -- _. _ ~3{~ __. ~~J? . ~F _ roar /(~ •nulC RU w z f :' ra 4, r~~G' s~ d L ?4+. ~~~ ~? ~'a krtsb4'n RU f• 7 L u~ ate . Form MAP,LCC . ~~ '~'<,-._ - t aides ,._=:~ , appraisal so ~ '~'^' mare by a is mode, inc, _ 1.800~ALAMODE `sat j -,. ~~. i' ti , ==`-d ~.. fi. Ca,, ~S l~ h ~~r~ A~~h 5 x Hickarytown ae/zNA''. ~~~ i'11?~ ~:i6~P~~x c~lr-,~~,-~ ~AK~C AG'/1~j4~vN +,~ rF ,.,~ ~;,,.2~~~ r ~; ~3zrozz SCHEDULE B-1, B-2, B-3 and B-4 °RANICLIN 2'@AAPLETC)N INvEST~tENTS fan&iin TrTPlaiea ~ruasyrr Sarvicra, LLC lOq FOatl1A18 Pirkway SI.Paiwtpur~ R 3371frtZUS td BUOl6:2.2350 lnniliatemplehm com l~~y l o, 2012 Jonathan Fteerraea WeIls Fargo Advisors, LI,C V'ia Facsiailc: {717} 975•Ba88 Subjects Franklin Total fieturn Fund -Class C Aacounl#560-249449 F~~anklin Him, Income Fuad -Class C Aceourst#205-1134651 Franklin Floating Rase Daily Access Fund - Class C Account #589.348934 Templeton Global Mond Fund -Class C Account#506-2858367 Lertorg O ]SVCxittS 1Jear NIr. $rowa: We are writin,6 in nspon$e to ~. zecent tlotif caftan regarding t1a~ dee~t}~ of Lenora Cr. Everitts. As requested, wo are providing the values far the referenced aeootmts as of the close of market on Mauch 28, 2012. Account Number ~Nwpnbtr of Shares Net Asset 'Vahtc Dollar'Valae s60~249449 t,12a,o54 $10.19 $11,413.35 205-1I34GSi 5,583.837 $2..03 $11,335.19 589-448934 1 213.307 $9.04 810 968.30 506-2858367 824.ZI1 $13.14 $10 830.I3 ,A,dditionally, as of March 2.8, 201 Z, account -r'k560-249449 had accrued $25.66 in unpaid dividend income, and account #1589-4!+8934 had accrued $34.99 in unpaid dividend income. These iuxpaid dividend iaoomes were included as a•pordon of the dividends that were reinvested unto inch aecvuat on March 3 0, 2012. laurthermare, to protect the ,hares held in the estate, we eau only process a transfer o: liyvida~tion request once we obtain ;he T~ee.ESeary docume~tion and atlthori2aliior: fxom the executor(s) for tlae Estate of Lenoxa G. Everltts. To trannsfer shares held in the ssfzreneed account, to an estate xegistratiou and subsequently liquidate the shares, please provide the following: ~"HEDUL-E E-4 MEMBERS 1'~ FEDERAL CREDIT UNION SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner 131037-00 02/02/1993 $2, 324.82 $.47 $2, 325.29 None ERS 1ST FEDERAf- CRED~I~{1NION Danielle A. Kline -~-~ A~ {`~~ Lending Insurance Support Specialist May 2, 2012 Estate of: LENORA G. EVERITTS Date of Death: 03!28/2012 Social Security Number: 214-30-1824 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslst.org ROWE'S AUCTION SERVICE cRx 79L) 2505 R.itner Highway Carlisle, PA 17015 Bill Rowe (AU 1538L) 249-1978 215-1044 574-1008 Dave Rowe (AU 2295L) Auctaon Is ctaon all "Rowe" For Satisfaction SELLERS NAME ~s'~ ~ ~% ~ ~~,-n. `'~ ~~ ~/- '~ DATE ~7 ADDRESS OTHER C , L ~Gti~=~ iii .>S ~~+:~~,.~_/ iJ~ ` t~~ PHONE L.Ui,~X ~ ~~~"S~f / L«~° =~ls~ ~~ ~~ ~~~ `f~~ AUCTIONEER % AUCTION DATEILOCATION CLERK % OF MERCHANDISE CPS ~~ t>l~ I Commission the Auctioneers to sell the merchandise to the highest bidder by Public Auction. Merchandise to be sold as is & grouped as necessary to obtain bids. I certify that I am the owner or authorized represen- tative o e m handise, goods and or property and have good title and the right to sell and that they are free from a in antes. ee to act 11 r ponsibility for providing merchantable title and for delivery of title to p ,chaser agree to ar s the Auctioneers against any claims of the nature referred to in this a 't. ~ f /`/ V AUCTION SIG ATURE SELLER S NATURE -~, ' Total Sales (Clerking Tickets Attached) $~1S~o S X (~C l.~ '~~ Less Sale Expense: R~ ~ ~'' % Commission Auctioneer $ ~~ % Commission Clerks $ OTHER: ~~;~ ~~ S- =-- TOTAL SALE EXPENSE DEDUCTED $ ~ ~ ~ ~ ~ SELLERS NET $ ~, ~ ~ ~ ~ 3 C SCHEDULE E-6 ~G dI' /~L~.'e1 /~.'~~(fy C~G'(.i/ci c,~ ~'~~I7n~ re Ctas-Ll c i'1 ~'~.-_-! ~.:! .~ };~ l: 1= . 111 ~ ~a_r-, IL'1 ,. c-. I ~ / LdGwe' ~ ~I.1 C:t ~.Grl ~1e i'~Z~e ~51Z1,~_r ~i.tner° !-lwy 71 ~ 11 `~ S. h' y F'~7 : L (~r1 r'' 1 !S // I-} `} ' } ( } - q { ^~ 71 / "-G "I'':~'-'I~.IJ ( ,l A ice'(+f~ __ i `J ~V y G .l t ... (-~ .. "I 7 a^+ wwW. r'OWesdl.lCt ].UnSei"'V ].C'E.'. LGm settlement Ls•l...a~:e I__enor<a f=ver~i.tt=. 'r'99--31`1 1=~d,c~; 1 se7.lera 7 (.;l171 L.dt_ir^« .TGne•a L_dncl i ~:>t,l_Iry F'A 1717.141 Item L~esc_riptiGr, F'r-~ir_e G?ty Tot<-~1 -- L-!L_ - t,r-~r~~rG~:it~r,errL~GwI :L :L. ~11,~ -- 1~L_ - d1~1.1.s tC:H) ~.,.4'l12! -_ 1`;.I~I - F~i._ - tGGthr,ir cGlleetiGn 1 ~_'. Q~~ -'- Lal_. -- plazrles ~. F~.~~ - rt_. - I~:L,.tti,-ly t;G~u••d ~ L.IZ14~ - f~i_ _ I. :i , 1171 s~_I:itr-ase/b7.dnLrr~tslr-GCker~ - Ll!__ - te r T~ a s: t~ I a t; r rr ~/ s i i-~ e n s L 1. IG'l IZl -- L~L_ _ Frii_:g 1_tre/:,1ant L 3. ~QI ~otdnu?t.~rGhhet - L-4L - C<-:am~;be11 sGe.;p ml_Igs 1 ~+• x+171 _... ~ L.. ...- V 1 Ci e O c ~. 1 . ~ 4~ - ~1 L_ - E; X t (°~ r, e ii L Cl t r p t..l ~~ 1 E ?'a - ~, ~.. i711?I -- ;~ L.. -~ m 7. Z I~t C d n ;. `-~ . 1214 . L31_ -- r- e c G r• d s t f i 1 e j. 1+. 4.'14?I boxes/•Fldtwar-e L.. "- t'tlb-'Se~iSGn~I.L ~C~t'~} ._ ~ ~ 1121 ~F. 1 7 y V G5L_ ~- ~1-{l~-rEd~}GYId~ (CH7 .3. k'.11~I l:_ / ' J~ CJ ~. ~L~~ -- HL_ - x--m,_<< t;ree =_tdr,d L c:_'4'1. ~~ -- ]~ I_ '- ~~' I:J 7. i I G 6~ s I r' is i'~ 1 G :' W d l 1 :L ~. ,~ IZI IZf t,dnLler' - L3L - i•{ i t r.~t, i=z, 1 a .IZI QI lGttGfdltarrafti'frames -- ~L... - tGte ~c:L-r) 1 ~r. ~~~ _ [;I - GGr~eIle/(~ir-e King 6Gwl :L ;?, ,. IZI171 - L-~f_.. - bleinl,<_ts/cGwbr,y -~a'L- i t.k~l~ .- :91.._ .- Ants / La a r, s / p r e s s l_I r e 1 3. 171 I~1 e~ooker -- La L. - pans/1_ann:i.n;l .j~-rra J. 1, IZllt __. !~1__ _ ,_tt i' n s i Z s :.. 4. 171 -_ HL_ _- p l d ~,~ 7. n i3 :~ 1.4'14'1 cnr~ •=f,1~c;minG;;i:iti,hh~n _ ILL _._ pans '_ ~ . ~~ _. L~L_ - t~~.r~t<ey }~1di.;e 1 ~=.121¢1 -- BL -- motor a ,i. iZI Qi - BL.. - I~i.tc1-,en 1Gt1P,edsLti.ns L :!. QI4'I __. L: I -_ m s v a f•• ! r i ^ n r Lt ~. '~F ,. 12114+ Date: b3l-~=~._~~kil~: 1~.`;a.~+7 F?awe's A,_tt_t:ian ~ervir~E ~_°~~~ Rii;ner Hwy Car^l :isle, F'F) i.7~+1~; 717-~:4`~--•~_F~77, ~4`~--1978, E/'3'7-47'.34 www. r^owe sr-~~.tct i anser-v ice . cram ytatt iement Gstai;e Lenor^~a Evi~ritts ''89-;~19]. F'<~y~=e ~' Ce].1E-r^: 7 t:l4~ L.a,_u-a Janes ~:~.1 F'olet:at Rd L_anclist~ttr^rl pF-t 17~4Qt Item lle5Cr'].ptlOil Pr'1Ce C~tV Tatal -- L3L.. -- sheets/blankets 1 1. ~~ - E~L_ - fal.ding chair, 1 1.iZtrT - Et L_ •-• t::oaper^/ fight 1 1. 4'ttZt _ PI_ -- st''t at F'yr^t=)( bawl. s :t ~:i . ~~ -- PL -- t ~~°t_tn k 9. 1. ~~ - PL_ -- games/F'lasticville 1 :t.~t2+ -~ PI_ -- nay-tdicaliligl~that_tse 1 _.~'tk - t3L_ -- t:i.nslF'yr:eir ;t 1. ~k't - PI_ -_ a a n {; a C l a t_t s 1 1„ tZ+~ - E+L_ - inr_It_tstr^ial iiyhtltaals 1 ,;.~0 - PL - IJo~~~l i.ng pins 1 1. iZ~tZt - Hl._ -- alt_imini+_iralpitt=her 1 1 . Q~Qr - PL_ - pt_irses/wallets :I. ~+.~tb -- NL_ -- pots/pans 1 4. tZtt7i -- PL - meat > 1 i. t. far^ 1 4. tZt~ - B L.. -- t o t c~ ;t 4 . Mkt _ Iii.... '- +~a1i.e~_''tt.r^ da11 :. h.~Itt -~- Lt1__ -- Ci~::)SLYi?/Fi~r'b:I.eS 1 ~~. ~t~ __ IaL_ -- i-~:xr- <1 d a 7. i. s> ~. ~~. ~Qt - PL. - trt_tnt< (lolls) :! 7.~4?t _ PI _ sr_+t cat dishes (,.:,) ]. `,Vt.tZt~ -. PL_ -- {ilt Chen ~ ~. ,~. ~k~ lot/+- a'41ec1aL-hs .. PL -- fate {st,_tffed animals) 1 2.~~ -° Pt.. - +,askets/glassware t 1,. th4? _- ~}L_ - L7 .tet554Var^e ~. 4. ~~ _ PI.- - mis+_. items/trai.n item 1 E,~.t~~ -- E~L_ -- d o l l s a 1. 4't~ - [~{.._ -- Ci~lcrman .lantern 1. i.~'t.,4?i4't - BL_ _ p,~per^wark/taole>/irar, 1 ?,.~~ _ PL_ - ho,.ts+_~+;-told iot,`5nawmen 1. '1..1~tZt - Et±_ -- r~lasswar-elkitchen lot 1 i. Q7t7t -. riL_ - x°-mas tat/i_alaring 7. l.t~t~ boo;-;s - Ett._ _ tl 01 1 c:'r ad 1 i= 1 7. ~~ - ;31_. - r.3~:~mesr t1.f.ghcl~w, rir~ :t :1. tZttZt -~ E4L_ -- st~_tffed animals/Hm. :t 4. ~~ int. __ I~l_. -.- y jr.,r..~ a alZt. ~~ Uat a o k'17--E'6--~ ='4'i ~. E'. 1 ~1 ~ ~~,~; e 47 RGWe~ 5 Rllct 1 on Ser"V YC.'e ~-.. J1IfJ R1't T1 ei'" Hwy Grar l i s 1. e, FAR 17114=, 717-r4•'3•-~~E,77y c49-1'a'TF~, 6'.3.7-47`•34 www. rowesat.tctionservic_e„ corn Settlement lcstate Lenora I~veritts 75`i3--•,.:,1'31 1=gage: Seller: 7 C/~1 La~_Ira Jones ir,3u F~a 1 ecat Rd L_andi3bur"g PR 1-72144.1 Item Uescr-•iption F~r•ice C?'ty Total -' HI_ - I7asl{et £i/C0511Iat 7.C :I 1. ~Qi -- LL - doll fl_fr"niti_ire 1 8.21f~ - E+L - glti~s=.i,v<-:ir-•e :t :s0. ~71~ -- PI_. - misc. itemslh~~l_I=.el-,old ]. 1.iD~i -- PL. -- set of Pfalt~cr"aft (c'_) 1 x:.2121 -- BL -- 1 inensfbooks '1 1. k~0 -- E+i._. - d o 1 1 s 1 1. k~21 - PL - x-mas hO~_t5e5 I ~. 41 ZI - L-lt-. - cti i m n e y s3 1 1. ~~Zf - E+L - .jevJel.ry foxes 1 1..1714 - PL. - lamps :L 1. ~~+ - PL_ - RR photolmirrar 1 ic:~..521 -- LPL -- kid's school toenr_h 1 1„2121 - PL. -- r,--mas 7. o'l: 1 15. +~~ -- L•~L - dolls a c-'. 2121 - PL_ - pewter 1 of i 3171. ~4?i -- BL - pots/pena l 4.212 - E+L_ -- pans 1 8. i111~ -- Etl_ - pillows/blankets 1 x',210 ` BL "- tool lot ~C.~ :I :t:. J2i - PL -- pr. highchairs--aak .. <fi.iZ14?1 - PL_ - ;~ chairs (stack) :t E,. 00 ..- PL - Idickey Mo~_ise/P. PaL~ies I- ~.1?~0 - E+L_ -- eaten=i.on cord 1 1.4.00 -- I3L_ -- decorator 1 1.00 sleds/f~_mnit,_1r"e °- PL - wire 1 c:. ~. 021 -• Pi_ - ceramic. x--lnas tr^ee i. ~~:. ~0 -- PL_ - al~.+min~_im lot 1 3.021 - IaL -- x --mas ]. at :I. 1I_. ~0 - L-+L.. -- ].amps/cand:tes>ldecanter- 1 1. ~~1i - RL - x-mas lot ~C!-a) E'-T. ~O c' Jc;. 1t~~7! -- F1 t_ - miss.:. item 1 1.210 -- E•+L - records/i.-sat 1 10.IZ10 - Ivu-. -- ~_l i s h lot t ~) :I 1 ~_ . ~°,21 - I?I-- -- Corsair massager :I. 4.. Q14?i - Ex'L-ension 7.~adder 1 c~k'i.00 - ;~:--mras c_rnd].es - plastic ]. 9..4'10 _ Gopue?•r item (o~_its7.de} :t ~~.210 - !.. Da t e e 0?--~=E-,-; '71:I i=' 1.171; `i3 ~ 47 Settlement Seller: 7 powe's Auction Service :~51Z1~ F2i{:ner• Hwy Carl i s 1 e, FAA :1.70'1 `S 717--~:~+9-~G77, x'49--1'37(3, x'3'7 •--474 www. rawesat.tr•tionservice . cam Estate Lenora Everitts 7x9--'3,1`31 (~ / ~ ~_ El 1.1 l" rl .7' CY Pl e 5 Land i s L-~t1r••_y F='A 177140 item lrescr~iAtian f-'r^ic•e C?ty - CFarayer, ft plant i hol.derll`i.shing - Ftrikez, R~ hoe 1 .~ mhovel•~ ~ -. 1~+1; gn1.d lot l - I]eFa,,t:ssian glass R FtS 1 -- I_renax btttter~fly plate 1 - 3 t)a;:l~s of .jewelr•Y 1 - 1?I_ ..- co=fume -jewelry tCl-7l ~:;0.071 ~;, - BL_ - necklelce l.nt ~i -° Carving set -• England -' ~il.lVer' eilgle 1 -_ ap<~lnish ca7.n - S a..1 v e r `:3`3`-.3 t ...~ {'.: V ~.~ e ~ i "' i4i Y. l; 1" avV cl V e 1 -'. ~:, I:?c, t~ab7.e set - maple I. - Wicller^ coffee table 1 •- 471's painted stand 1 - M~rg rack F 5121' sr.hai.r/flnar 1 lamp -- PE:+drnam sl_tite 1 __ ]tool .~ -- E,4'.1~ s chair 1 - Chavel.le mirror :~ •- C(.l'r'i.0 CaEflnet 1 -- 3 t^hairs 1 -' Towed rack 1 - Dining room set .~ - Harvest table w/F, r_trairs 1 - White mil.kglass light 1 _ F'r'. table :Lamps 1 -- laecir°anm strife 1. - ~ir)fa=-Sass>et'G ((__".F7) 1.10.00 c. C;ommissioP-. i=lt 3`,.4'1021'/. Items: 145 t~mount:. ~19~F. 77 ~'agc3 ~ ~+ fn•t:a1 3. 00 4~• 00 1 „ 071 r_' . 4'1121 1. L30. ~Ik'I 1:. 071 :,. 1210 7. ]. 0. 00 1.710., 1721 1 c'. 710 ?. 00 i~ r . J 121 r0„ !71>fi 14, 00 65„ Qi21 _: 7. 571 :5. IZ10 8. 4'.t0 175„ 1210 7. 00 5. 12.10 1.12171 IFO, 00 „c„ 50 11110. 00 f3. 121121 1.00 ~„ 1210 ~r0. 00 3 . 2! 111 16. 00 GE-,21„ 121k1 :_:~ 71. 171121 t 4.. ' ~ ~ Datd~~ V~7-ct:,_iit7~L~_ l.k ~5?,.47 Rt-,weg s Ag_tcti~rl Ser-vit^~~ ~~7t5 F~itner ~-~wy ~.'.a r' 1 1 5 1 C' g ~1Ea i ~r ~Z1 L .`~ 71 7--~4~-•.='E,i'7g c:49-197f3g Es`3?- !tT`j4 wwws r~irwe~al_tet ivnsf?rvic~e. c~i7m Settlement Se11er~: 7 ~:stcate Lenor~c~ I_vcritt~ Land i. s bur[. F'f~17~7t4~ 71 ~ ~~ n E; !,~ ~~ 1_t f` o r~ y o 1_t i~ ~ b 1_t s i n e _. _., Ft t~ t~~ e = A•.tc {: ~. r n ! SCHEDULE E-7 lItMES UNE lEWELEEiS 200 5cu~ Spring GeMex Street R' CARLISLI±, PA 2]`013 Cf2~ 2444 TbOPES$ sOLt)8Y CPSiI ~ CN0.POF ~ ld.TAY/f$:' O4 ACCT MgSE NET71 ~ ~ Nec c55 ~- s;l~r D,~w.~.,dl ~ ~2m. oa ~r.~. _ ~ ~~..-_-. _C~s£r~f~s ~ _ ~ ~ . .Saa. ab. 00 ao - __..._.-.T _ ,_._. ~ ..w 5PECIAL IN$i!q/C}IONB ~ Y-_ A~~ ~~ s TAX i TCSTAL AtdUi1MT ,.~,••^•~•_~,• ~ Mu~~~t;rant ~swrPCati~a~rentll~;~r:~~~rrartgr*~R~eu ty this dn. 4 4 7 ~ THANK YC?U .. SCNE,~ULE E-9 'Calculated Value of Your Paper Savings Bond(s) Calculated Value of Your Paper Savings Bond(s) Calculator Results for Redemption Date 03/2012 Total Price Total Value Total Interest Bonds: 1-39 of 39 o~~~ e««...~.., YTD Interest ~elofl Serial # Series Denom Issue pate Next Accrual Final Maturity Issue Price Interest Interest Rate Value Note M9097714 ' EE $1,000' 03/1985 09/2012 03/2015 $500.00 $1,548.00 4.00°fo_ $2,048.00 M9097713 '', EE $1,000! 03/1985 '-09/2012., 03/2015 $500.00 $1,548.00 4.00% $2048.00 M9097712_ EE $1,000: 03/1985 :'09/2012, 03/2015 $500.00 $1,548.00 4.00% $2,048.00 822006982 EE $200 09/1985 09/2012' 09/Z015 $100.00 $301.60 4.00°Jo $401.60 822006981 ! EE $200, 09/1985 ':09/2012 09/2015 $100.00 $301.60 4.00% $401.60' , 822006980 ' EE $200 09/1985 09/2012 09/2015 $100.00 $301.60 4.00% $401.60 822006979 EE $200; 09/1485 04/2012 09/2015 $100.00 $301.60 4.00% $401.60. 822006978 ' EE $200 09/1985 ',09/2012 09/2015 $100A0 $301.60 4.00% .$401.60 822006977 EE $200 09/1985 ,09/2012 09/2015 $100.00 $301.60 4.00% $401.60 819669447 1 EE $200 .08/1985 '08/2012' 08/2015 $100.00 $301.60 4.00°l0 $401.60' 819669446 EE , $200 -08/1985 :08/2012. 08/2015 $100.00- $301.60 4.00% $401.60 819669445 EE $200` 08/1985 .08/2012 08/2015 $100.00 $301.60 4.00% $401.60. 819669440 ' EE $200' _ 07/1985 . _ !.07/2012 __ _ 07/2015, $100.00 $301.60 4.00% $401.60 819669439 EE $200' 07/1985 _ '107/2012 . 07/2015 $100.00' _. $301.60 _ 4.00% _ _ $401.60: 819669438 EE $20D 07J19$5 !07/2012 07/2015 $100.00' $301.60 __ 4.00% _ $401.60'. 819669437 ' EE $200' -07/1985 !07/2012 07/2015 $100.09 $301.60 4.00% $401.60 819669436 EE $200. 07/1985 !07/2012 07/2015 $100.00' $301.60 4.00% $401.60 819669435 ' EE $200 07/1985 07/2012 07/2015 $100.00 $301.60 4.00% $401.60' 819669421 EE $200' -05/1985 !05/2012 05/2015 $100.00 $301.60 4.00% $401.60 819669420 '' EE $200'_ 05/1985 !05/2012 05/2015 $100.00' $301.60 4.00% $401.60- 819669419 EE $200:, 05/1985 '05/2012 05/2015 $100.00 $301.60 4.00% $401.60! 819669409 EE $200' -04/1985 ;04/2012 04/2015 $100.00 $301.60 4.00% $401.60 819669408 EE $200, 04/19$5 ;;04/2012. ,04/2015 $1.00.00 $301.60, 4.00% $401.60' 819669406 EE $200 :04/1985 ;04/2012, 04/2015 $100.00 $301..60 4.00% $401.60] 819669398 EE $200 03/1985 !09/2D12 03!2015 $100.00 „ $309.60 ,4.00% $409.60 819669397 EE $200, 03/1985 09/2012 03/2015 $100.00 $309.60 4.00% $409.60. 819655287 : EE $200' 03/1985 '09/2012 03/2015 $100.00 $309.60 4.00% $409.60 819655286 ': EE $200 03/1985 ',0912012 03/2015 $100.00 $309.60 4.00% $409.60 819655285 EE $200: 03/1985 '09/2012 03/2015 $100. 00 $309.60 4.00% $409.60 080222351 EE $1001 02/1985 .08/2012 02/Z015 $50.00' $154.80 4.00% $204.80 080222350 EE $100 02/1985 '08/2012 02/2015 $50,00 $154.80 4.00% $204.80 080222349 EE $100; .02/1985 ;08/2012 02/2015 $50.00' $154.80 4.00% $204.80 080222348 EE $100' 02/1985 '08/2012 02/2015 $50.00 $154.80 4.00% $204.80 080222347 EE $100; ,02/1985 -.08(2012 02/2015 $50.00 $154.80 4.00% $204.80 080222346 EE $100 02/1985 08/2012 02/2015 $50.00 $154.80 4.00% $204.80 080222345 EE $100] 02/1985 :08/2012 _ 02/2015 _ $50.00 $154.80 __ 4.00% $204.80' _ 080222344 _ ' EE $100 !02/1985 !.08/2012 02/2015 $50.00 $154.80 4.00% $204.80'. 080222343 EE $100 _ 02/1985 108/2012 02/2015 $50.00 _ $154.80 4.00% - $204.80 080222342 ; EE $100 . .02/1985 _ 08/2012 02/2015 $50.00. $154.80 4.00% $204.80'. Totals for 34 Bonds'. $4,600.00. $14,073.60 . _ $181673.60 Notes NI Not Issued NE Not eligible for payment P5 Includes 3 month interest penalty MA Matured and not earnin interest htto://www.treasurvdirect.govBC/SBCPrice 4/24/2012 ~ ~ ,,,.. ~~C IY .:, tuv ~P^ ~jtr,LJ fAR~CJ ~{~~tJUIt~LN TEIl~LETON r ~ ~~~11NA~~. ~~. 2!.'i21r 3:2~,hr?~ 91` .- SCHEDULE G-1 ~ Ftanxltn7smv~~ ttmestes Serrwss, LLC Attn: FLSt a PA. Ba 997151 SaaarexHro, CA g5899`n51 M iAUO)454-90fiA FRANKl.ily TEMPLE'COI+T tntretinutno~~n.aom 11VV~S'1"iytE1VTS May 1 S, 2412 Rose Hopkins ~Vtwlls Fargo Advisors. LLC 'Via Fac~zaile: (717} 975•B48B S~.lbject: Frunkli : Iucoree Fund -Class C ,A.ccount #209-S9S4427 FTB&7' CU5~' 1=or The Rottover IRA Of I.enoxa C Evcriitc Dear Ms. Hopkins: Thank yoYt frn- yaur recent request. Franklin 'f ampletoi~ Ipvesttuextts is commnitted to providing the highest level of sexvicc, sad wo wauld lt"!ce to address yaur servica needs. Accardin~ to our records, the referenced account held 618.715 shsu a an lvlsuch 28, 2G17.. At tha close of market on March 2$, 2412, the net asset value of the Franklin Income 1 and -Glass C was $2.20 pr~r short', far a total doltar value of $1,361.17. We value your psztioipacioa with Franklin Tempictazt Investments. If you have tu-y questions regarding this matter, pleast intact a C~estamer Selvicc Associate, Monday through Frday, 5:30 a.ln. to 5:40 p.m. PaciC c 7time, tall free at {S4U) 527-Zt720, and refer to ldeutification number: 14? 631 I MAYA 2. For additional products, servit;es, and account issfoxsA,ation, you may al.~o vi$it uS U>Zlirle at wvrw.fra>ak7intcmptelon_com, ox caII our autoznatcd telephone. Systr3rtl; availttbie 2a houxs a day, at the referenced telephone number. Sstacexely, k'raraclixl 7'eanpleton y,1vr,.~wr Selviccs, LLC Kris Cla~r'k`~ `` RepT~t~ttstivC Customer Operations '~ SCHEf)ULE H-1 ~ 'r-' 219Nortr,Hc Ca~fisle, Pennsyi 71 ~~ _ _ ~ loll free 1.8t ~~r ~ ,,r ~'` fax 71 t~/7 {~'[l- ~ = edt:~~Z~L-"d7''t7"^ ra.... ~€,~Z'' 'a~~ www.hoffi FUNERAL HOME ~ CREMATORY, INC. ~,~~,~, ;' , Laura Janes 233 Polecat Road Landisburg, PA 17040 April 26, 2012 Statement of Funeraf Expenses tar: Lenora G. Everitts Date of Death: March 28, 2012 Account Id: 16514-081 PACKAGE: Traditional Funeral Service TRADITIONAL FUNERAL SERVICE PAGKAGE $ 4,650.00 Sub Total $ 4,650.00 MERCHANDISE: Gasket: Atlantic $ 2,340.00 Sub Total: $ 2,340.00 TOTAL FUNERAL HOME CHARGES: CASH ADVANCES: $ 6,990.00 8 Certified Death Certificates at $ 8.00 each $ 48,00 Newspaper Notice -Sentinel $ 106.75 Clergy $ 100.00 Flowers $ 159.00 Sub Total: $ 413.75 Total Funeraf Expense: $ 7,403.75 Total Payments Made: $ 7,403.75 Payments Made: Teresa Culbertson Check 2912 Apr 5, 2012 413.7 Reimb Estate Check Apr 26, 2012 {413 Estate Of Check 3 Apr 26, 2012 7,40' Balance: ~ Please return this portion with your Remittance. $ Amount Enclosed Lenora G. Everitts Service iD#: 16514-081 ~~ ~~'" SERVING OUR COMMUNITY $ING~ _ ~~ ~SCHE~ULE H-1 '~' _ / , _ / ,, c(1' Gam' I~~ Z~-G l'~ - --x- ~~'t!- ~ % FUNERAL HOME Sz CREMATORY, INC Laura Jones 233 Polecat Road Landisburg, PA 17040 219 North Hanover Street Carlisle, Pennsylvania 17013 717.243.451 I toll free 1.866.451.4511 fax 7l 7.243.3723 w W wr,otrrr,anroth.ca„ info@hoffrriarcoth.com April 26, 2012 Statement of Funeral Expenses for: Lenora G. Everitts Date of Death: March 28, 2012 Account Id: 16514-081 PACKAGE: Traditional Funeral Service TRADITIONAL FUNERAL SERVICE PACKAGE $ 4,650.00 Sub Total: $ 4,650.00 MERCHANDISE: Casket: Atlantic $ 2,340.00 Sub Total: $ 2,340.00 TOTAL FUNERAL HOME CHARGES: CASH ADVANCES: $ 6,990.00 8 Certified Death Certificates at $ 6.00 each $ 48.00 Newspaper Notice -Sentinel $ 106.75 Clergy $ 100.00 Flowers $ 159.00 Sub Total: $ 413.75 Total Funeral Expense: $ 7,403.75 Total Payments Made: $ 7,403.75 Payments Made: Teresa Culbertson Check 2972 Apr 5, 2012 413.75 Reimb Estate Check Apr 26, 2012 (413.75y Estate Of Check 3 Apr 26, 2012 7,403.75 balance: ~ Please return this portion with your Remittance. $ Amount Enclosed Lenora G. Everitts Service ID#: 16514-081 SERVING OUR COMMUNITY SINCE 1 907