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HomeMy WebLinkAbout01-08-13 ---~ REV-1500Ex(01-10) 1505610143 PA De artment of Revenue ~"~' OFFICIAL USE ONLY P Pennsylvania County Code Year File Number Bureau of Individual Taxes DEPARTMENT OF REVENUE PO Box.2aosol INHERITANCE TAX RETURN 2 1 12 0 0 317 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 03 08 2012 08 12 1931 Decedent's Last Name Suffix Decedent's First Name MI BRINLEY PHOEBE p~ (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL INAPPROPRIATE OVALS BELOW ® 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (date of death prior to 12-13-82) ^ 4. Limited Estate ^ qa. Future Interest Compromise ^ 5. Federal Estate Tax Return Required (date of death after 12-12-82) ® g Decedent Died Testate (Attach Copy of Will) ^ ~ Decadent Maintained a Living Trust (Attach Copy of Trust) 8. Total Number of Safe Deposit Boxes ^ 9. Litigation Proceeds Received ^ 10. Spousal Poverty Credit (date of death between 12-31-91 and i-1-95) 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 ROBERT P KL INE 7 17n7 7 0 2 X1:4 0 ~ -„ First line of address 714 BRIDGE STREET Second line of address PO BOX 461 City or Post Office State ZIP Code NEW CUMBERLAND PA 17070 Correspondent's a-mail address: REC3>eST OF WIL~ US m ~_ c~ ~ r- ~ 1~ c.~ :~ . - . ..,f ~~a V"., ,~~ ...~, ~: ~' ~ . ..y..,, ,.~.,~ ,y C. .. C dP ~'C [_'~ K.~ ~'> ~ ~ DATE F-IL~ED ~;., ~ 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. Declaratio of preparer other than the personal representative Is based on all information of which preparer has any knowledge. SIGN UR PERSON RESPONSIBLE F FILING T DATE • Nancy S. Derr o~,~~,~0~3 enn ee 510 Po lar Avelnue, New Cumberland, PA 17070 SIGNATURE OF PREP RER OTHL~F2 T N RE SENTATIVE DATE Robert P Kline ~ ACS ~ ADDRESS 714 Bridge Street, New Cumberland, PA 17070 Side 1 1505610143 1505610143 1 J REV-1500 EX Decedent's Social Security Number Decedent's Name: BRINLEY, PHOEBE A - _ - RECAPITULATION - 1. Real Estate (Schedule A) ................................................................................. ......... 1. 1 6 0, 0 0 0. 0 0 2. Stocks and Bonds (Schedule B) ....................................................................... ........ 2. 2, 5 5 2 0 3 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)..... ..... 3. 4. Mortgages & Notes Receivable (Schedule D) ................................................... ....... 4. 5• Cash, Bank Deposits 8~ Miscellaneous Personal Property (Schedule E) ........... ..... 5. 2 2 , 0 0 3 . 0 5 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested .......... ... 6. 7. Inter-Vivos Transfers 8~ Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested .......... ... 7. 1 0 0, 2 9 1 0 1 8. Total Gross Assets (total Lines 1-7) ................................................................ ....... 8. 2 8 4, 8 4 6. 0 9 9. Funeral Expenses & Administrative Costs (Schedule H) ................................... ...... 9. 2 4, 5 2 7 0 9 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ........................... ..... 10. 4 3 2 8 7 11. Total Deductions (total Lines 9& 10) ............................................................... .......11 2 4, 9 5 9. 9 6 12. Net Value of Estate (Line S minus Line 11) ...................................................... .......12. 2 5 9 , 8 8 6 . 1 3 13. Charitable and Governmental Bequests/Sec 9113 Trusts far which an election to tax has not been made (Schedule J) ............................................ ..... 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ........................................... ...... 14. 2 5 9 , 8 8 6 . 1 3 TAX COMPUTATION -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 .00 15. 16. Amount of Line 14 taxable at lineal rate x .045 2 5 9, 8 8 6.13 16. 1 1, 6 9 4. 8 8 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. Tax Due ............................................................................................................. ......19. 1 1, 6 9 4 8 8 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^ 1505610243 Side 2 1505610243 1505610243 - - REV-1500 EX Page 3 File Number 21 - 12 - 00317 Decedent's Complete Address: N N Brinley, Phoebe A -_ STREET ADDRESS - - 1040 Swarthmore Road CITY _ - _ -- - New Cumberland ! sTATE PA TzIP 17070 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments 1 1, 0 0 0.0 0 B. Discount 578.95 Total Credits (A + 13) (2) 11, 5 7 8.9 5 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (1) 11,694.88 (3) 0.00 (4) (5) 115.93 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 :................................................................................. -I b. retain the ri ht to desi Hate who shall use the ro ert transferred or its income :.................................... 9 9 LX 1 c. retain a reversionary interest; or ...................... p... p.... Y............................................................................,I' 1 ~x d. receive the promise for life of either payments, benefits or care? ................. ..;~ ~xJ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................................................... X 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?...... 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which _ contains a beneficiary designation? ...................................................................................................................(.xJ ~~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETUR For dates of death on or after July 1, 1994 and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 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 filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 ears 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)]. • s blirig is definedounder Stectiont9102eas am indiv dual who has eteeast oneepardenttin common withphe deceden, wh§ethe6 by)tilooif or adoption. i SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN 'i RESIDENT DECEDENT - _. - _ - ESTATE OF Brinley, Phoebe A FILE NUMBER 21 -12-00317 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 property which is jointly-owned with right of survivorship must be disclosed on schedule F. Attach a copy of the settlement sheet if the property has been sold. Include a copy of the deed showing decedent's interest if owned as tenant in common. - _ - -- - -- ITEM VALUE AT DATE OF NUMBER DESCRIPTION __ DEATH 1 1040 Swarthmore Road, New Cumberland Boro, Cumberland Co, PA; Parcel #26-24-0809-306 160,000.00 (appraisal attached) TOTAL (Also enter on Line 1, Recapitulation) I 160,000.00 ~ SCHEDULE B ~ COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESfDENT DECEDENT ESTATE OF FILE NUMBER Brinley, Phoebe A 21 - 12 - 00317 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 Metropolitan Life Ins Co j 38.09 f 2,552.03 I _- - _ __ _ - - TOTAL (Also enter on line 2, Recapitulation) ~ 2,552.03 SCHEDULE E CASH, BANK DEPOSITS, & MISC. COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT -- -_ --. -- __ _ ~_ L_.. _ --'- ESTATE OF Brinley, Phoebe A FILE NUMBER 2' 1 - 12 - 00317 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. -- ---- DESCRIPTION VALUE AT DATE OF NUMBER DEATH ------ -- 1 Wells Fargo #xxxxxxxxx9535 21,386.52 2 Wells Fargo #xxxxxxxxx2404 616.53 TOTAL (Also enter on Line 5, Recapitulation) I~ ---- --22,003.05 ~+^u ± COMMONWEALTH OF PENNSYLVANIA SCHEDULE G INHERITANCE TAX RETURN INTER-VIVOS TRANSFERS & RESIDENT DECEDENT MISC. NON-PROBATE PROPERTY __ - - ESTATE OF Brinley, Phoebe A FILE NUMBER 21 - 12 - 00317 __ This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. - _ ~ __T ----- ITEM DESCRIPTION OF PROPERTY DATE OF DEATH ~ % OF ~I EXCLUSION Include the name of the transferee, their relationshi to decedent NUMBER i -- p VALUE OF ASSET DECD'S ' CIF APPLICABLE T~AB~E VAGUE and the date of transfer. Attach a copy of the deed for real estate. ~ I ~TOEOR ~T ~ - 1 Met Life IRA#077019111 AB ~oo,2s~.o~ a 100,291.01 i ~~' ~ -4- TOTAL (Also enter on line 7, Recapitulation) 100,291.01 SCF~EDULE H COMMONWEALTH OF PENNSYLVANIA wG1~ INHERITANCE TAX RETURN A~1AMw~C'rp ATl~ /C /'-/1G~TL- RESIDENT DECEDENT MLJIY®~~7 ~ IW ~ ~YG VW ~ ~7 ESTATE OF Brinley, Phoebe A Debts of decedent must be reported on Schedule I. ITEM - - -_ NUMBER FUNERAL EXPENSES: DESCRIPTION - A. 1 Stone ~ Murray Funeral Home 2 Rolling Green Cemetary 3 St. Theresa Mercy Services B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) FILE NUMBER 21 - 12 - 00317 I' AMOUNT - -+---- - I' 5,783.00 II 3,125.28 I 150.00 Street Address City State Zip Year(s) Commission paid 2. Attorney's Fees Kline Law Office 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address I City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs ' 1 P. Scott Archibald (appraiser) -- I TOTAL (Also enter on line 9, Recapitulation) 10, 000.00 369.50 300.00 24,527.09 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Brinley, Phoebe A 2 A.T.&T. 3 PP&L 4 Pennsylvania American Water 5 ~ Comcast 6 SAC, Inc. 7 I New Cumberland Borough 8 Allstate Insurance 9 Robin Gasperetti, tax collector 10 I Marcone 11 !Free Flow 12 Mainhart Mechanical 13 Allstate Insurance 14 Robin Gasperetti, tax collector Schedule H /~~,,~~ Funeral Expenses & /~ 1 Y~ \.+LAIJ ~n~ FILE NUMBER 21 -12-00317 i 278.47 170.92 159.30 329.50 146.47 127.30 922.16 23.88 360.00 475.00 241.08 1,514.19 Page 2 of Schedule H SCHEDULEI DEBTS OF DECEDENT, MORTGAGE COM NHERwTANCE TAXR TURNVANIA LIABILITIES, &~ LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Brinley, Phoebe A ,21 -12-00317 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM - --- - - NUMBER DESCRIPTION AMOUNT ---- _ - 1 HSBC Credit 292 87 2 The Scooter Store 140.00 TOTAL (Also enter on Line 10, Recapitulation) r-- 432.87 REV-1513 EX+ (11-08) SCHED ~,, ~ ULE J COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ~ BENEFICIARIES RESIDENT DECEDENT ~ ESTATE OF Brinley, Phoebe A 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 Elizabeth A. Brinley 31 Liberty Court Carlisle, PA 17013 2 ~ Samantha M. Brinley 118 White Dogwood Drive Etters, PA 17319 3 Nancy S. Derr 510 Poplar Avenue New Cumberland, PA 17070 FILE NUMBER 21 - 12 - 00317 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE DECEDENT (Words) ($$$) Do Not Llst Trustee(sl Granddaughter Granddaughter Daughter 1/6 of residual Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet, as appropriate. II. NON-TAXABLE DISTRIBUTIONS: ' A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN i B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 2,000.00 2,000.00 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 REV-1513 EX+ (9-00) I SCHEDULE) COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES COIItIItIU@C~ INHERITANCE TAX RETURN R RESIDENT DECEDENT i -- - _ __ _ _ _- -- ESTATE OF FILE NUMBER Brinley, Phoebe A 21 -12-00317 -_ NAME AND ADDRESS OF PERSONS RELATIONSHIP TO SHARE OF ESTATE ;AMOUNT OF ESTATE NUMBER RECEIVING PROPERTY () DECEDENT (Words) ($$$) __ _ ~ Do Not Liat Trustee(s) I~ TAXABLE DISTRIBUTIONS[include outright spousal distributions and transfers under Sec. X116 (a) (1.2)] 4 'Dennis S. Brinley i 409 Chestnut Way New Cumberland, PA 17070 5 Samuel S. Brinley, Jr. 375 Futurity Drive Camp Hill, PA 17011 i 6 i James E. Brinley 722 Carol Street New Cumberland, PA 17070 7 Christopher E. Brinley 852 Old Forge Road New Cumberland, PA 17070 8 Ross A. Brinley 1040 Swarthmore Road New Cumberland, PA 17070 Son Son Son Son Son j 1/6 of residual 1/6 of residual 6 of residual 6 of residual 1/6 of residual I~ I ---~ __ Page 2 of Schedule J n ~~ ~ ~ ; ~ ~ ~Cn~ L7'1 ~I7 CJQ © ~' ~ ~ fib 4Q . .,,,. LAST WILL AND TESTAMENT OF PHOEBE A. BRINLEY ~~- I, PHOEBE A. BRINLEY, of New Cumberland Borough, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me. FIRST I order and direct my personal representative hereinafter named to pay all of my just debts, funeral expenses, expenses involved or connected with the administration of my estate, and all federal, state, or other death taxes payable because of my death with respect to the property forming my gross estate whether or not passing under this Will as soon after my death as is reasonably possible. However, my personal representative need not accelerate and pay those unmatured obligations which, in his, her or its opinion, it might be proper and more advantageous to retain or renew and pay as they become due and payable. Page 1 of 6 Pages SECOND I give, devise, and bequeath the sum of TWO THOUSAND and 00/100 ($2,000.00) DOLLARS to my granddaughter, ELIZABETH ANN BRINLEY, providing that she survives me by sixty (60) days, and the sum of TWO THOUSAND and 00/100 ($2,000.00) DOLLARS, to my granddaughter, SAMANTHA MARIE BRINLEY, providing that she survives me by sixty (60) days. I give, devise, and bequeath the entire rest and remainder of my entire estate together with all insurance proceeds thereon of whatever nature and wheresoever situate in equal shares to my current living children, NANCY S. DERR, DENNIS S. BRINLEY, SAMUEL S. BRINLEY, JR, JAMES E. BRINLEY, CHRISTOPHER E. BRINLEY, and ROSS A. BRINLEY, providing that they survive me by sixty (60) days, per stirpes. FOURTH If, at the time of my death, any beneficiary of this my Last Will and Testament is under the age of twenty-one (21) years or is, in the judgment of my personal representative, mentally disabled, I give, devise and bequeath said beneficiary's share to my Trustee, my daughter-in-law, ELAINE BRINLEY, in Trust for said beneficiary, in accordance with the paragraphs below. If ELAINE BRINLEY is unwilling or unable to serve for any reason, I appoint my son, ROSS A. BRINLEY, to serve instead. During the terms of any trust created pursuant to this Will the Trustee is authorized to expend and apply so much of the net income and principal of each such trust as the Trustee shall consider advisable for the health, maintenance, support, and education (including college Page 2 of 6 Pages education, undergraduate and graduate) of each such beneficiary until he or she attains twenty-one (21) years of age, or until all such amounts are paid out of the Trust. When the beneficiary attains the age of twenty-one (21) years or is in the judgment of my Trustee mentally sound whichever event occurs later, the Trust shall terminate and the remainder thereof shall be paid to said beneficiary. If said beneficiary shall die before the termination of said Trust, the Trust shall terminate and the remainder thereof shall be paid in accordance with the pazagraphs above. I direct that no Trustee shall be required to give or post bond for the faithful performance of the Trustee's duties in this or any other jurisdiction. SIXTH My Executor and Trustee aze authorized and empowered to exercise from time to time in his, her or its sole discretion and without prior authority from any Court, in respect of any property fomung part of any trust hereby created or otherwise in its possession hereunder, all powers conferred by law upon trustees or executors and I intend that such powers be construed in the broadest possible manner. SEVENTH No interest of any beneficiary of my estate, either in income or in principal, shall be subject to anticipation or pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have the power in any manner to charge or encumber his or her interest either in income or principal, nor shall the interest of any beneficiary be liable or subject in any manner while in the possession of my personal representative for the liability of such beneficiary. EIGHTH I nominate, constitute and appoint my daughter, NANCY S. DERR, Executrix of this my Last Will and Testament. In the event NANCY S. DERR is deceased, unable or unwilling to Page 3 of 6 Pages serve or shall cease to serve for any reason whatsoever, then I nominate, constitute and appoint my son, DENIMS S. BRINLEY, to serve instead. I direct that my personal representative shall not be required to give or post bond for the faithful performance of his, her or its duties in this or any other jurisdiction. I hereby declare it to be my expressed desire that my personal representative employ Kline Law Office of New Cumberland, Pennsylvania, for legal advice and assistance regarding this my Last Will and Testament, said attorneys having considerable knowledge of my affairs, views and wishes respecting any matters that may arise at the probate of this instrument, the administration of my estate, and the execution of the powers herein mentioned. IN WITNESS WHEREOF, I have hereunto set my hand to this my Last Will and Testament this =~~ 7~' day of -~> ,~~~ , 2011. ~~~ Witness tees r PHOEBE A. BRINLEY Page 4 of 6 Pages ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND . I, PHOEBE A. BRINLEY, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to the law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. PHOEBE A. BRINLEY Sworn or affirmed and acknowledged before me by PHOEBE A. BRINLEY, the Testatrix, this day of E i~~~ , 2011. OTARY PUBLIC COMIdONW~ALTH OF PENNSYLVANIA _ NOTARIAL SEN. ~' O ~C~ nd Ca Expires Ap~l 15. ZOtS Page 5 of 6 Pages AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS We, ~i~Z i T . ~Gi,U ~ and s~ ~il~iy~' ~ 1` L i ~tJ ~ ,the witnesses whose names are attached to the foregoing document, being duly qualified according to the law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament; that she signed willingly and that she executed it as her flee and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the testator signed the Last Will and Testament as witnesses and that to the best of our lrnowledge the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. `,~ -rxo .Sworn or affirmed. and subscribed before me b~~"T ~ ~) ~-j ,y~ and " ~ ~ ~ .~JE this day of ~Z~ ~~ 2011. ~~ .~~ NOTARY PUBLIC COMMONWEALTH OF PENNSYLVANIA SHARON FEfSTER, Notary P~Ik New Currrbetlar~d Bob,,Currrberiand Co. ComMsafon Expist Apn115, 2a1S Page 6 of 6 Pages 201-AT-Warranty Deed, Short Form, Act of 1909. Henry Hall, Inc., Indiana, Pa. ,~ ~ fs~~Ql?0~`~ ~~ DEMOS ~'~f~1D~'~;r ~,~,0 OODf~'TY-F ,~3 ~~~ ! ~P~ ~~ ~i MADE THE ~ ~`~~ day of October do the yevr of our Lord one thousand nine hundred eighty-three (1983) EETWEEN MARGARET M. FUNK, Widow, of the Borough of New Cumberland, County of Cumberland and Commonwealth of Pennsylvania, and Grantor , SAMUEL S. BRINLEY, SR. and PHOEBE A. BRINLEY, his wife, of the Borough of New Cumberland, County of Cumberland and Commonwealth of Pennsylvania, Grantees : WITNESSETH, that in consideration of SIXTY~I~7E .THOUSAND AND_ NO/14Q_________ ----- -----------T----- ------~oldars, in hand paid, the receipt whereof is hereby acknowledged, the said grantor does hereby grant and convey to the said grantees their heirs and assigns, ALL. THAT CERTAIN lot of ground situate'ia`~'th~~,Borough of New Cumberland, Cumber- .~ land Count y, F~&sylvania, more particularly bounded and described as follows, w •.~ .• -.•BEGINI3~INd~a°~~•~;~iint on the. snutFierl~; :13,pe of Swarthmore Road, said .point being located one:•hustdred seve~,ty-~n~ (~~.9~,gQ~..,,,m~sured eastwardly from the -~• southeast~cb~fieY'"bf Swarthmore Road and Drexel Hills-Boulevard; thence south- wardly at right angles and along the easterly line of Lot No. 2, Block B, on the hereinafter mentioned Plan, one hundred five (105.00) feet to a point; thence eastwardly along the southerly line of Lots. Noa. 22 and 23, Block B, seventy-nice (79.00) feet to a point; thence northwardly along the westerly line of Lot No. 4, Block B, one hundred five (105.00) feet to a point on the southerly Line of Swarthmore Road; thence North 85 degrees 31 minutes West along the latter line seventy-nine (79.00) feet to the Place. of BEGINNING. BEING Lot.No. 3, Block B on.the Plan of .Section 1, Highland Park Halls.and Drexel Hills, said Plan .being .recorded in Cumberland County in P1an..Book 7, Page 23. i HAVING THEREON ERECTED a one story ranch type dwelling house known as No. 1040 Swarthmore Read, .New Cumberland, PA. BEING the same premises which Robert M. Trou wife, by their deed dated March 15, 1957 and~re ordedAinathe Officeaof the Recorder of Deeds of Cumberland County in Deed Book "R," Volume 17, Page 325, granted and conveyed unto Clarence W. Funk and Margaret M. Funk, his wife. The said Clarence W. Funk died November 17, 1968, whereupon title vested in Margaret M. Funk, the survivor, by operation of law. V~/-~ ~ ~~or-Q•. ,-~.9~ i1r~I Erb ~ . '3~s~ =v4 ~. Cumb~. CQ Drist Cd. q~, Cumb~ Ca. Pa. ;-.~14 R~1 trsndrTi~~t D ~ /!~~ ~~3 a o Gum:,. Ca UisL Coi. REf3t57ER.E0 BY THE BOROUGH OE NE1N CUMBERLAND 1 COMMONWEALTH OF PENNSYI~1,•'~t~~iA -° `° DEPARTMENT OF REVENUE --- m REALTY ~." a ~"p"'"""'.".....,.. -~ TRANSFER NOV-1'83 vw 6 0.F ,~j ~ "' TAX +.3. ~ 0' .~ AND the said grantor hereby covenant and agree that she will warrant generally the property he by conveyed. 60 ~~ °tCE ~~~ IN WITNESS WHEREOF, said grantor has hereunto set her hand and seal the day and year fir8t above written. ~c nea 3~eale0 an -----~~s---- _ ^ g D ~elcbereD - ~~ --- - -- ..__,_____ aasL in tqe ~regence of GARET M. --------------------------------------- _ 1l~~L -- ---------------------------------------- _. Sf^~I. ------- ----------------°--------------------° ------°----- s~~ State of Pennsylvania ss. County of Cumberland On this, the ~1~~ day of October a Notary Public , 19 83 ,before me, the undersigned o,,~cer, personally appeared MARGARET M. FUNK, Widow, known to me (or satisfactorily proven) to be the person whose name is subscrt6_ ~`: the within instrument, and acknowledged that she executed the same for the pu s ~,t' '~,yn contained. ~Q.~, ~ ,~ ,~. • IN WITNESS WHEREOF, I hereunto se hand and o seal. ~~ p , ~; , ; t; •~~ Thelma S. ia, Notary Pubie ~ ~: ' ''~,~*„„ -A1f--•Eemmisie~r-ierpires- lufp-~--f96#- ----------=~-----~~ ~'~ .. ~'~ r C+mP NIl, PA Ge~riand Countp ~tle ~~ Of~~f r^ ~,~,, State of } ss. County of J On this, the day of , 19 ,before me, the undersigned officer, personaclly appeared known to me (or satisfactorily proven), to be the person whose name within instrument, antd acknowledged that he subscribed to the executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ---------------------------------------- ---------------------------------------- - ss u ,Q Title of Officer. ~~ 4~ ~~'~~ ~~`~ I do hereby certify that the precise residence and co lete past o~tce address o f the within named grantee is / 011 O i A/~S`N~ ~ ~ ~~ 19 83 ~ ---- Attorne y for ----------------------•--------------------------------------- n a,- a 'd 3 _~ v a~ . ~ ~~ vY «c ~~ ~a ~~ ~~ W ~ P~r ~. -~ z x x COMMONWEAL H OF PENNSYLVANIA County of ------------------- RECORDED on this --•----~~_;~_,~_______--_-- da o y f ------------------------------------ A. D. 19___-__, in the Recorder's office of the said 5b Cotr~aty, an Deed b'oolo~ Vol. -------------------------- Page ------l~,,Z-----.. Given under mg hand and the seal of the said o.~ce, the date~cbove written, --~'~---- ~!':~_, Recorder. so ~~ ~r~L ~~5 Second Mortgage Property Value Analysis Report File No. Brinley P. SCOTT ARCHIBALD REAL ESTATE APPRAISALS Case No. 10x0 Swarthmore :. • . Borrower _ Brinlev Pheobe A. Census 421- Map Ref 26-2408119-306 Property Address 1040 Swarthmore Rd. Check one: X SF PUD ^ Condo 2-4 Units City New Cumberland County Dauphin State Pa. Zip Cade 17070 Phone No. Na Loan nested $ n/a Term Na Mos. Owners Est Value S Na No. of Rooms No. of Bedrooms No. of Baths Family roan a den: Gross Living Area Garage/Carport Porches, Patio Central Air. 7 3 2 QYes ^No 1,251 Sq.Ft 2 CarAtt. Enclosed Por ^X Yes ^No NEIGHBORHOOD Location Urban X Suburban Rural Good A .Fair Poor BuiR Up X Over 75% 25% to 75% Under 25% Property Compatibility X Growth Rate 0 Fully Dev. Rapid Steady Slow General Appearance of Property ~ X Property Values Increasing X Stable Declining Appeal to Market X DemandlSupply Shortage X In Balance Over Supply Marketing Time Under 3 Mos. X 4-6 Mos. Over 6 Mos. Present Land Use 80 %1 FanBy %2~Famiy _ % ts. _%Condo 20 %Commeraal_ %Industrial _ %Vacant _ g Change in Present Land Use ~ Not Likely ~ Likely ~ Chg From to Predominant Oaxrpancy X Owner Tenant 1 % Vacant SIF Price Wig $ 125 to $ 350 175 =Predominant Value S1F Age 20 to 80 Yrs. Predom. Age 45 Yrs. Note: Freddie Mac does not consider race a the radal composition o(the neighborhood to be callable appr~sal factors. Comments on fades favorable a unfavorable, affecting marketability (e.g. public parks, scrods, noise) Most minor amenities are located within a short commuting distance to the neighborhood Private transportation is necessary to reach most amenities employment centers, shopping and entertainment. The commercial land uses within the subject neighborhood consist of vanous shoos. stores and husin®sses SUBJECT PROPERTY Year Built 1956 Units 1 Stories 1 Property Rating Good Av . Fair Pow Type (der., duplex, semi/det.) Detached Condition of Exterior X Design (rambler, splk) Ranch Compatibility to Neighborhood X Ext. Wall Mat'I. Brick Roof Mat'I. Com shin Appeal and Marketability X Property in HUD-Identified Sp'I Flood hazard Area? ^ Yes X No Speclal Energy-Effiaent Items NONE Comments (favorable a unfavorable inducting deferred mair>tenance) Fireplace in Living Room, Rear enclosed /heated porch The subject property is maintained in average condition .. Item S 'ed . . No.1 Com No. 2 arable No. 3 Address 1040 Swarthmore Rd. New Cumberland Pa. 17070 505 Geary Ave. New Cumberland Pa. 17070 520 Park Ave. New Cumberland Pa. 17070 1811 St. Clair Rd. New Cumberland Pa. 17070 Pron. to Sub'. Sale Price n/a 0.86 miles E 159 900 0.40 miles E $ 165 500 0.42 miles NW $ 172 000 Date of Sale Descri Desgi uslmeM Descri Ad ustment Descri Ad ustment Time Ad ust. n/a 3/2012-c1 csts -5 5 912011-86dom 2/2012-c1 csts -5 50 Location Suburban Suburban Suburban Suburban SiteNew 0.19 Acres 0.20 Acres 0.21 Acres 0.30 Acres A 56 rs 52 rs 56 rs 59 rs Condition Avera a Ave a Good -8 00 Good -8 00 Uving Area Rm Total B-Wns. Baths Total B-Rms. Baths Total B-Rms. Baths Total B-Rms Baths Count&Total 7 3 2 7 3 2.00 6 3 1.00 +2 00 5 . 3 1 00 +2 00 Gross Uv Area 1 251 S .Ft. 1 680 .Ft. -4 29 1 242 .Ft. , . 1 164 .Ft. , +87 Air Condition Central Central None +2 00 Central G 2 Car Att. None +5 00 1 Car Att +2 50 1 Car Att +2 50 Porches, Pats Pods etc. Enclosed Por Fire lace Patio Fire lace +3,0 Scr Porch Fire lace +1,50 Patio None +3,00 +2 00 Spedal Energy- FSficient Items None None None Finished Bsmt. Fam Dens Rec 1/2b -8 00 Other lianres A liances A liances liances Net Ad . oral Sub Value ~ Plus X Mkurs Net=-1% Grs=1 f $ -1 886 158 014 X Plus Minus Net~% Grs=10° 0 165 500 Plus X Minus t-6%Grs=19% -11 130 $ 160 870 Gen. Comments I have considered all of the com ca bles in m o i nion of the most robabale sale rice of the sub' ect roe This a sisal is for th e intended user onl and is not intended for an other users. The information shown on this report is derived from an inspection of the neighborhood and exterior inspection d the subject property and market comparables. The estimated market value is based up~is information and the knowledge of the undersigned. This report is not to be construed as an appraisal report. E arket V 160, 000 as of 03/28/2012 Completed By P. S 7iUe APPRAISER -RL-000060-L Signature Date 04/12/2012 ATTACH CURRENT DESCRIPTIVE PHOTOGRAPHS OF SUBJECT PROPERTY AND STREET SCENE Freddie Mac Form 7041186 P. SCOTT ARCHIBALD REAL ESTATE APPRAISALS EXTRA COMPARABLES 45-6 File No. Brinley Case No. 1040 Swarthmore Borrower __ Brinlev Pheobe A Proterty Address 1040 Swarthmore Rd CiN New Cumberland Counri Dauphin State Pa 71p Code 17070 LendedClient _ Kline Law Office Address 714 8ridae St New Cumbertand Pa 17070 Item Su ' Com No. 4 arable No. 5 Cam a No. 6 Address 1040 Swarthmore Rd. Nsw Cumbaiand Pa. 17070 720 15th St. New Cumberland Pa. 17070 ~• ~ ~ 0.20 miles NE Sale Price Na 173 000 Date of Sale Desai ushnent Desai on Ad ustment Desai 'on Ad ustment Tirrre Ad usL Na 10/2011-d cats -5 1 Location Suburban Suburban SlteNiew 0.19 Acres 0.33 Acres A e 56 rs 58 rs Candidon Averse Good -8 0 Living Area Rm Total B-Rms. Baths Total B-Rms. Baihs Total B-Rms. Baths Total B-Rms Baths Count & Total 7 3 2 5 3 1.50 +1, . Gross Liv Area 1 251 .Ft. 1 350 .Ft. -9 .Ft. .Ft. Air Candltlon Central Central G C 2 Car Att. None +5 Porches, Patro Pods etc. Endosed Por Fire lace Patio 2 Fins laces +3,00 -2 00 Special Energy- Etfident Rams None None Other liances liances Net plat Plus X Minus -7 180 X Plus Minus 0 X Plus Minus $ 0 Sub Value Net:-4%' Gn:15%° 165 820 NettU% Gfs:b%- S 0 Net:O°/6 Gr8:0% $ 0 Gen. Comments Freddie Mac Form 7041/86 Produced by ClickFORMS Software 800-622-8727 Page 2 of 9 P. SCOTT ARCHIBALD REAL ESTATE APPRAISALS SKETCH ADDENDUM File No. Brinley Case No. 1040 Swarthmore ~ Brinlev Pheobe A PropeM Address 1040 Swarthmore Rd C'fii New Cumberland County Dauphin State Pa Zip Code 17070 LendedClient Kline Law Office Address 714 Bridsle St New Cumberland Pa 17070 22 21' Closed Porch ,~ tArea. 2G4 ~1 zr ~. =_ 2 Car Attached Bedroom [Area: 3g9 $z} ~ Dining Living 1$' ~ .Kitchen First Fioor Bedroom m `~ [Area: 1251 ft'J 23' Master Bedroom Master Bath 20' 1ti----Q tt ~ 12 - [Int Fleas t RA0 -1?H . 6!itP 2$ x 4Yz 100: 988 rroaucea by clickFORMS Software 500-622-8727 Page 3 of P. SCOTT ARCHIBALD REAL ESTATE APPRAISALS SITE LOCATION MAP File No. Brinley Case No. 1040 Swarthmore ~ Brinle Pheobe A. Property Address 1040 Swarthmore Rd City New Cumberland County Dauphin State Pa Zap Code 17070 Lender/Claent Kline Law Office Address 714 Brid a St. New Cumberland Pa. 17070 rroaucea Dy C:IICKhURMS Software 80022-8727 Page 4 of 9 , ~ P. SCOTT ARCHIBALD REAL ESTATE APPRAISALS LOCATION MAP ADDENDUM File No. Brinley Case No. 1040 Swarthmore B0R01N~ Brinle Pheobe A. PropertvAddress 1040 Swarthmore Rd City New Cumberland Counri Dauphin State Pa Zo Code 17070 Lender/Client Kline Law Office Address 714 Bnd a St. New Cumberland Pa. 17070 I,~~J..~~J ~.. nl: ~:.~I1P1,1n n.6..... nnn nnn n+n-r A... C ~i A P. SCOTT ARCHIBALD REAL ESTATE APPRAISALS SUBJECT PHOTO ADDENDUM File No. Brinley Case No. 1040 Swarthmore ~~ Brinlev Pheobe A Address 1040 Swarthmore Rd Cihr New Cumberland Counri Dauphin State Pa Zp Cade 17070 LendedClient _ Kline Law Office Address 714 Bridge St New Cumberland Pa 17070 FRONT OF SUBJECT PROPERTY 1040 Swarthmore Rd. New Cumberand, Pa. 17070 REAR OF SUBJECT PROPERTY STREET SCENE Page 6 of 9 Produced by ClickFORMS Sotlware 800-622-6727 P. SCOTT ARCHIBALD REAL ESTATE APPRAISALS COMPARABLES 1-2-3 File No. Brinley Case No. 1040 Swarthmore Bortower Brinlev Pheobe A ?roPe<ty Address 1040 Swarthmore Rd City New Cumberland County Dauphin State Pa Tip Code 17070 LendedClient Kline Law Office Address 714 Brid a St. New Cumberland Pa. 17070 COMPARABLE SALE # 1 505 Geary Ave. New Cumberland, Pa. 17070 COMPARABLE SALE # 2 520 Park Ave. New Cumberland, Pa. 17070 COMPARABLE SALE # 3 1811 St. Clair Rd. New Cumberland, Pa. 17070 Page 7 of 9 Produced by ClidcFORMS Software 800-622-8727 P. SCOTT ARCHIBALD REAL ESTATE APPRAISALS COMPARABLES 4-5-8 File No. Brinley Case No. 1040 Swarthmore Borra~rer Brinley, Pheobe A. Property Address 1040 Swarthmore Rd. City New Cumberland Countv Dauphin Stye Pa Zip Code 17070 LendedClient Kline Law Office Address 714 Bridge St New Cumberland Pa 17070 COMPARABLE SALE # 4 720 15th St. New Cumberland, Pa. 17070 COMPARABLE SALE # 5 COMPARABLE SALE # s Produced by ClickFORMS Software 800-622-8727 Page 8 of 9 • ~ • ~ File No. Brinley PURPOSE AND USE OF LIMITED APPRAISAL Case No. 1040 Swarthmore The purpose of this limited appraisal is to estimate market value by performing an evaluation of real property collateral for use in a proposed underwriting. This limited appraisal Is for the use of the party to whom k is addressed and any further use or dissemination without consent of the appraiser and addressee is prohibited. DEFINITION OF MARKET VALUE Market value, as referenced in OCC Rule 12 CFR 34.42(f): 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. Implidt in this definition is the consummation of a sale as of a specified date and the passing of title from seller to buyer under cendkions whereby: (1) buyer and seller are typically motivated; (2) both parties are well informed or well advised, and acting in what he considers his own best interest; (3) a reasonable time is allowed for exposure m the open market; (4) paXment is made in terms of cash in U.S. dollars or in terms of financial arrangements thereto; and (5) the price represents the normal consideration for the property solo unaffected by spedal or creative finandng or sales concessions' granted by anyone associated with the sale. Adjustments to the comparable must be made for spedal 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. Spedal or creative finandng adjustments can be made to the compareble property by comparisons to finandng 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 finandng or concession but the dollar amount of any adjustment should approximate the market's reaction to the finandng or concessions based on the appraiser's judgement. DESCRIPTION OF LIMITED VALUATION PROCESS In performing this preliminary value analysts, the valuation process consisted of: (1) Reviewing assessment/public records and comparable database tiabng information for the subject; (2) Conducting an inspection of the subject and its environs; (3) Analyzing sales of regional residential real estate; (4) arriving at a value conclusion; (5) Writing this report. Departures from specrfic appreisal guidelines inducted: SR 1-3 because the appraiser has presumed, for the purpose of the limited appraisal, that the e>asting use of the subject property is the highest and best use; SR 1~ because ony a sales comparison anaysis of value was employed in this limited appraisal since it is the primary valuation method for residential dwelling similar to the subject. Any additional uses of the departure provision are spedfically stated in the attached appreisal report or its attachments. SALES HISTORY According to the data utilized in preparing the report, the property ^ has ^X has not transferred within the past 12 months. LEVEL OF RELIABILITY The use of the departure provision to allow a limited appraisal with a single approach to value reduces the level of reliability of this report. RECONCILIATION Complete weight was given to the Sales Comparison Approach as it is the approach used by most buyers when purchasing a single family dwelling. The Income Approach was not applicable because of the lade of rental information and meaningful relevancy to the value of a dwelling located in this primarily owner occupied neighborhood. On the other hand, the Departure Provision was utilized to estimate the Cost Approach because the appraiser derided this omission rn this limited appraisal assignment would not confuse or mislead the client or the intended users of this report. The market value is estimated on the FHLMC form 704 or similar attached. ASSUMPTIONS AND LIMITING CONDITIONS ' No responsibility is assumed for the legal discrimination or for matters indicating legal or title considerations. Tale to the property is assumed to be marketable. The properly is appraised free and dear of any and all liens and emcumbrences, except as noted in the report. 'Information famished by others during the course of the research has been verified to the extent possible and is believed to be reliable, but no warranty is given forks accuracy. ' No responsibility is assumed for the effect on value of hidden or unapparent conditions of the subsoil or structures; or for arranging engineering studies to discover such conditions. ' No evidence of contamination or hazardous materials was observed. However, the appraiser is not qualified to detect potential hazardous waste material that may have an effect on the subject property. The client may wish to retain such an expert if he desires. `Sketches and other illustrative material are included only to assist the reader in visualizing the real estate and its environs, are based on data dev y pact and supplied by others, and are not meant to represent a survey or as-buik plan. ' An distribution of the total valuation among land, improvement, and/or other components applies only under the stated program of utilization and must not be interpreted or used as individual values for other purposes. 'The appraiser is not required to provide consukation, testimony, or attendance in court by reason of this assignment, unless such services have been assigned in contracting the assignment. • Possession of the report or a copy thereof does not tarty with k the right of publication, and k may not be used for any purpose by anyone other than the addressee, without the written consent of the author and addressee. Even with such permission, out-of-context quoting from and/or partial reprinting of the report is prohibited. The report is an integrated entity and is only valid in ks entirety. `Neither all nor part of the contents of the report shall be disseminated to the public relations, news, sales, or other media without the prior written consent and approval of the author. LIMITED SCOPE APPRAISAL CERTIFICATION I certify to the best of my knowledge and belief that: the statements of fad contained in this report are true and correct; the reported analyses, opinions, and conclusions are limited only by the reported assumptions and limked conditions and are personal, unbiased, professional analyses, opinions and wndusions; I have no present or prospective interest in the real estate and have no personal interest or bias with respect to the stipulated resuk, or the occurtance of a subsequent event; the analyses, opinions and conclusions were developed and the report prepared in conformance wkh and subject to the requirements of the Uniform Standards of the Professional Appraisal Practice of the Appraisal Foundation; the appraisal assignment was not based upon a requested minimum valuation, a spedfic valuation, or the approval of a loan; I personally prepared all conclusions and opinions about the real estate that were set forth in the appreisal report. If I relied on significant professional assistance from any individual(s) in the performance of the appraisal or the preporation of the appraisal report, I have named such individual(s) and disclosed the specific tasks performed by each in the recondliation 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 kem in the report; therefore, if an unauthorized change is made to the appraisal report, I will not take the responsibility for it. SUPERVISORY APPRAISER'S CERTIFICATION If a supervisory appraiser signed the appraisal report, he or she certifies and agrees that: I directly supervised 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 certfication above, and am taking full responsibility for the appreisal and the appraisal report. PROPERTY ADDRESS: 1040 Swarthmore Rd., New Cumberland. Pa. 1 APPRAISER: Name: SUPERVISORY APPRAISER (only ff required) Signature: Name: Date Signed: 04/12/2012 Date Signed: State Certification #: RL-000060-L State Certification #: or State License #: or State License #: State PA. State rretion Date of Certification or License: 6!30/13 Expiration Date of Certification or License: X Did n Did Not Insaed the Interior of the Prooertv (~ Did n Did not Insced arooerty Produced by ClickFORMS Software 800-622-8727 Page 9 of 9