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1505610101
REV-1500 Ex (oi-1o)
PA Department of Revenue Pennsylvania OFFICIAL USE ONLY
Bureau of Individual Taxes p County Code Year File Number
PO BOX 28o6o1 INHERITANCE TAX RETURN
Harrisburg, PA 17128-0601 RESIDENT DECEDENT 2 1 1 3 0 1 0 6
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
2 08 3 8 7 2 2 1 1 2 0 9 2 0 1 2 1 1 2 8 1 9 5 6
Decedent's Last Name Suffix Decedent's First Name MI
W e a r y L i s-a D.
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
gW 1. Original Return O 2. Supplemental Return O 3. Remainder Return (date of death
prior to 12-13-82)
O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required
death after 12-12-82)
6. Decedent Died Testate O 7. Decedent Maintained a Living Trust Q 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Day%e Telephone_WUmber_
C w rn
A n t h o n y L. D e L u c a E s q. 73; 2' 8 M~ 4 4
OD
R OF WILLS't1SE"ILY
r- 1711 M
:0- CO ;;zj C)
First line of address 7-1 ;K C±
c~ a Z3
1 1 3 F r o n t S t r e e t C) c
F51
Second line of address - C.1)
Cf) Q
P O B o x 3 5 8
City or Post Office State ZIP Code DATE FILED
B o i l i n g S p r i n g s P A 1 7 0 0 7
Correspondent's e-mail address:
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true correct and mplete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
N RE OF RSON E PO IBLE FOR FILING RETURN I DATE
DDRESS
r ! dl
SIGNATURE OF PR ER OTHEN RE E =NT- E DATE ,
ADDRESS
12 C
F&PASE USE ORIGINAL FOR ONLY
Side 1
L 1505610101 1505610101 J
QV
1505610105
REV-1500 EX
Decedent's Social Security Number
2 0 8 3 8 7 2 2 1
Decedent's Name: Lisa D. Weary
RECAPITULATION
1. Real Estate (Schedule A) 1. 1 2 8,0 0 0. 0 0
2. Stocks and Bonds (Schedule B) 2. 3 1, 2 8 7. 0 9
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) 3. 0 . 0 0
4. Mortgages and Notes Receivable (Schedule D) 4. 0 . 0 0
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 3 1 , 3 7 1 • 3 4
6. Jointly Owned Property (Schedule F) p Separate Billing Requested 6. 0 . 0 0
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) p Separate Billing Requested........ 7. 1 1 9r4 3 9. 6 2
8. Total Gross Assets (total Lines 1 through 7) 8. 3 1 0,0 9 8 • 0 5
9. Funeral Expenses and Administrative Costs (Schedule H) 9. 1 5,4 7 6 • 8 5
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule 1) 10. 3,2 2 9 • 5 6
11. Total Deductions (total Lines 9 and 10) 11. 1 8,7 0 6 • 4 1
12. Net Value of Estate (Line 8 minus Line 11) 12. 2 9 1 , 3 9 1 • 6 4
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) 13. 0 •0 0
14. Net Value Subject to Tax (Line 12 minus Line 13) 14. 2 9 1 , 3 9 1 •6 4
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 .0-4-5 2 9 1,3 9 1'0 4 15. 1 3,1 1 2 6 0
16. Amount of Line 14 taxable
at lineal rate X .0 16.
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 3,1 1 2 •'6 0
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT p
Side 2
1505610105 1505610105
REV-1500 EX Page 3 File Number
Decedent's Complete Address: 21-13-0106
DECEDENT'S NAME
Lisa D. Weary
STREET ADDRESS
399N. Walnut Street
CITY Mt. Holly Springs, STATE PA ZIP 17065
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19) (1) $13,112.60
2. Credits/Payments
A. Prior Payments -0-
Discount _ 6 S 6
B.
Total Credits (A+ g) (2) 6 5 5 . 6 2
3. Interest
(3) -0-
4. 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. (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) $ 1 2,456.98
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; ❑ Z
b. retain the right to designate who shall use the property transferred or its income; ❑ 91
c. retain a reversionary interest; or ❑ KI
d. receive the promise for life of either payments, benefits or care? ❑ K❑
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ❑ 0
3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? ❑ K]
4. Did decedent own an individual retirement account, annuity or other non-probate property, which
contains a beneficiary designation? ® ❑
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is
3 percent [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S. §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 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)]. A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV'1502 EX+ (11-08)
pennsylvania SCHEDULE A
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN REAL ESTATE
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Lisa D. Weary 21-13-0106
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 that 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.
ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE
NUMBER OF DEATH
DESCRIPTION
1• Residence situate at 399 N. Walnut Street, $128,000.00
Mt. Holly Springs, PA 17065 See attached
appraisal
TOTAL (Also enter on Line 1, Recapitulation.) $ 12 8 0 0 0. 0 0
If more space is needed, insert additional sheets of the same size.
REV-1503 EX - (1-97)
SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Lisa D. Weary 21-13-0106
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 768.9004 shares of Vanguard Wellington Fund $26,504.00
@ $34.97 per share.
2. 24.796 shares of IBM CIS @191.42 per share 4,746.45
3. 1 share of Campbell's CIS @ $36.64 per share 36.64
TOTAL (Also enter on line 2, Recapitulation) $ 31 , 2 8 7 . 0 9
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX , (1-97)
W SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE
RESIDENT DECEDENT RN PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Lisa D. Weary 21-13-0106
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. Miscellaneous Personal Property $5,095.00
See attached appraisal.
2. Share account, #0208, at PSECU 26,276.34
TOTAL (Also enter on line 5, Recapitulation) $31 , 371 -34
(If more space is needed, insert additional sheets of the same size)
REV-1510 EX +(1-97)
SCHEDULE G
INTER-VIVOS TRANSFERS &
COMMONWEALTH MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Lisa D. Weary 21-13-0106
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY % OF
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
NUMBER ATTACH A COPY OF THE DEED FOR REAL ESTATE.
VALUE OF ASSET INTEREST (IF APPLicADLE
1. 413.765 shares of Vanguard Health
Fund @ $148.92 $61,618.00 100% -0- $61,618.00
2. Commonwealth of Pennsylvania Deferred
Compensation, Plan 98978-01 57,821.62 100% -0- 57,821.62
TOTAL (Also enter on line 7, Recapitulation) $ 119 , 4 39 . 62
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (10-06)
4$ SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Lisa D. Weary 21-13-0106
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1 Hollinger Funeral Home & Crematory, Inc. $3,866.95
501 North Baltimore Avenue
Mt. Holly Springs, PA 17065
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees Anthony L. DeLuca, Esquire 10,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State _ Zip
Relationship of Claimant to Decedent
4. Probate Fees 373.50
5. Accountant's Fees 500.00
6. Tax Return Preparer's Fees
7. Filing Fees for Inheritance Tax/Inventory 30.00
8. Legal Advertising - Cumberland Law Journal 75.00
9. Legal Advertising - The Sentinel 221.40
10. Roy D. Gottshall, Auctioneer - Appraisal of
Personal Property 60.00
11. Diversified Appraisal Services - Residence 350.00
TOTAL (Also enter on line 9, Recapitulation) $ 15 , 4 7 6 . 8 5
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX+ (12-08)
Pennsylvania SCHEDULE I
DEPARTMENT OF REVENUE DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Lisa D. Weary 21-13-0106
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Met-Ed - electric $137.22
2. AT&T - Telephone 185.00
3. Borough of Mt. Holly Springs, water/sewer/trach 184.28
4. Comcast - Cable 440.98
5. Bon Ton - Credit Card 122.27
6. FM Oppel - Heating Oil 504.19
7. Boscov's - Credit Card 258.80
8. PSECU - Credit Card 1,182.77
TOTAL (Also enter on Line 10, Recapitulation) $ 3 , 2 2 9 . 5 6
If more space is needed, insert additional sheets of the same size.
REV-1513 EX+ (11-08)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Lisa D. Weary 21-13-0106
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 [Include outright spousal distributions and transfers under
Sec. 2116 (a) (1.2).]
1. Andrew J. Weary son 40%
207 North Bedford Street
Carlisle, PA 17013
2. Jonathan R. Weary son 40%
207 North Bedford Street
Carlisle, PA 1,7013
3. Jace A. Weary grandson 20% of
207 North Bedford Street Vanguard
Carlisle, PA 17013 Wellington Fund
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE.
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 2113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN NONE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $
If more space is needed, insert additional sheets of the same size.
C
LAST WILL AND TESTAMENT OF LISA DUERR WEARY
I, Lisa Duerr Weary, a resident of the State of Pennsylvania, make, publish and declare this to be my Last
Will and Testament, revoking all wills and codicils at any time heretofore made by me. t
FIRST: I direct that the expenses of my last illness and funeral, the expenses of the administration of my
estate, and all estate, inheritance and similar taxes payable with respect to property included in my s,
estate, whether or not passing under this will, and any interest or penalties thereon, shall be paid out of
my residuary estate, without apportionment and with no right of reimbursement from any recipient of any
such property.
SECOND: I am not married. I have the following children: Andrew J. Weary, born on October 26, 1984 I
and Jonathan R. Weary, born on September 28, 1987.
THIRD: I give all tangible personal property owned by me at the time of my death, includirI9 without
limitation personal effects, clothing, jewelry, furniture, furnishings, house, househ goods, aptgmotA4,1
and other vehicles, together with all insurance policies relating thereto, any inve ~rnf~ts and, retire%
accounts to those of my children who survive me, in substantially equal shares, to to dryided a!#Ong ~f pm:
as they shall agree, or if they cannot agree, as my Executor shall determine. Au*tf--,6cu~{~d by rY
Executor in connection with obtaining possession, appraising, safeguarding, delveha~;6r selling such-
property shall be paid as expenses of administering my estate. I instruct my exe( titdr?,to,„ se funds 4-rom,,
my estate in the following order:
1. Satisfy any outstanding mortgage in either of my children's names. r'=
a
2. Satisfy any student loans in my children's names. =
3. The remaining amounts may be either used for higher education or job training, purchasing a home or
invested in a Vanguard retirement account.
I wish to give my automobile to Andrew J. Weary and the rest of my estate to be divided as such:
Andrew J. Weary - 40%
Jonathan R. Weary - 40%
20% invested in the Vanguard Wellington Fund at the time of my death and held in trust for any living
natural grandchildren to be distributed when each reaches the age of 30. The funds may be distributed
sooner if they choose to use the funds for post-high school education. This may include a 2-year or
4-year college, technical school or any employment training program.
FOURTH: I give all the rest, residue and remainder of my property and estate, both real and personal, of
whatever kind and wherever located, that I own or to which I shall be in any manner entitled at the time of
my death (collectively referred to as my "residuary estate"), as follows:
(a) To those of my children who survive me and to the issue who survive me of those of my children who
shall not survive me, per stirpes.
FIFTH: If any property of my estate vests in absolute ownership in a minor or incompetent, my Executor,
at,any time and without court authorization, may: distribute the whole or any part of such property to the
beneficiary; or use the whole or any part for the health, education, maintenance and support of the
beneficiary; or distribute the whole or any part to a guardian, committee or other legal representative of
the beneficiary, or to a custodian for the beneficiary under any gifts to minors or transfers to minors act, or
to the person or persons with whom the beneficiary resides. Evidence of any such distribution or the
receipt therefore executed by the person to whom the distribution is made shall be a full discharge of my
Executor from any liability with respect thereto, even though my Executor may be such person. If such
i
one esm the whole or any part of such property
Executor may defer
beneficiary
benis a eficiary Y
y attains ge of twenty (21) years and may hold the same as a separate fund
for the beneficiary with all of the powers described in Article SEVENTH hereof. If the beneficiary dies
before attaining said age, any balance shall be paid and distributed to the estate of the beneficiary.
SIXTH: I appoint Bonnie Collins to be my Executor. If Bonnie Collins does not survive me, or shall fail to
qualify for any reason as my personal representative, or having qualified shall die, resign or cease to act
for any reason as my executor, I appoint Janet Solomon as my Executor. To the extent permitted by the
laws of the State of Pennsylvania, this will is intended as and shall be construed to be a nonintervention
will and, after the probate of this will, no further proceedings in court shall be necessary other than to
comply with the statutes relating to the handling of estates under nonintervention wills. No bond or surety
or other security shall be required of any Personal Representative serving hereunder. The decision to
administer my estate independently or under court supervision shall be made solely by my personal
representative. I am requesting that Group's Tax and Payroll, specifically, Gary Group, be retained to
provide professional advice and handle all tax issues related to administering my estate. Should he no
longer be in business or not be interested in assisting with these matter, the Executor may choose an
advisor of their choice.
SEVENTH: I grant to my Executor all powers conferred upon executors wherever my Executor may act. I
also grant to my Executor power to retain, sell at public or private sale, exchange, grant options on, invest
and reinvest, and otherwise deal with any kind of property, real or personal, for cash or on credit; to
borrow money and encumber or pledge any property to secure loans; to divide and distribute property in
cash or in kind; to exercise all powers of an absolute owner of property; to compromise and release
claims with or without consideration; and to employ attorneys, accountants and other persons for services
or advice. The term "Executor" wherever used herein shall mean the executors, executor, executrix or
administrator in office from time to time.
EIGHTH: I direct that for purposes of this will a beneficiary shall be deemed to predecease me unless
such beneficiary survives me by more than thirty days. The terms "child", "children" and "issue", as used
in this will, include children and issue hereafter born.
IN WITNESS WHEREOF, I, Lisa Duerr Weary, sign my name and publish and declare this instrument as
my last will and testament this R7 day of ` to cu>ialyy_ , 2012. 1 also have affixed my initials on the
bottom of each of the preceding pages hereof.
r
" isa/Duerr Weary
We, the witnesses, at the Testatrix's request, sign our names to this instrument, being first duly sworn,
and do hereby declare to the undersigned authority that the Testatrix signs and executes this instrument
as the Testatrix's will and that the Testatrix signs it willingly, and that each of us, in the presence and
hearing of the Testatrix, hereby signs this will as witness to the Testatrix's signing, and that to the best of
our knowledge the Tes ix ight ears of age or older, of sound mind, and under no cc straint or
undu rnflue e.
~v ili t zax
/C"(_
of
it c- of CL4 A4 410 QL
fitness
AF
STATE OF Pennsylvania, COUNTY OF Cumberlaii
Before me the undersigned authority, on this day personally appeared:
the Testator,
having an address at, 5E W,-//,-A~ /7"
an each the rs' ed t sses,
having an address at,3 5' f'✓L~K, V1il~IC~C }E s:
and P74 t-70( -
having an address at,
respecti , eing individually and severally duly sworn, did depose and say that:
The foregoing last will and testament was subscribed in our presence and sight by
the Testator named therein. The undersigned witnessed the execution of
said will of,~ a on this day.
At the time the instrument was so subscribed, the Testator declared said instrument to be their last will
and testament. The undersigned thereupon signed their names as witnesses at the end of said will at the
request of the Testator, in the presence of the Testator and each other. At the time of so executing said
will, in our respective opinions, the Testator was at least eighteen years of age, and was of sound mind,
memory and understanding, under no constraint, duress, fraud or undue influence, and in no respect
incompetent to make a valid will. In our respective opinions, the Testator was able to read, write and
converse in the English language, and was not suffering from any defect of sight, hearing or speech, or
from any other physical or mental impairment which would affect their capacity to make a valid will. Each
of us was acquainted with the Testator, and we make this affidavit at their request. Said will was shown to
us at the time this affidavit was made, and we examined it as to the signature of the Testator and our
signatures. Said will was executed as a single, original instrument, and not in counterparts.
T 6s or
Witnes
Witnes r- '
Subscribed, sworn to and acknowledged before me b k~t.Ft e stator, and
subscribed and sworn to before me by the said and as
witnesses, this ~ day of Nyoe~Aag- , 2012.
Notary Public
My commission expires on
LAST WILL AND TESTAMENT OF, gat Dated: ~~y. a 7 2012.
COMMONWEALTH OF PENNSYLVANIA
NOTARIAL SEAL
DEBORAH S. BEH, Notary Public
Mount Holly Springs Boro, Cumberland County
My Commission Expires October 04, 2016
+1+
4
SUMMARY APPRAISAL REPORT
399 N. WALNUT STREET
MT. HOLLY SPRINGS, PENNA.
PREPARED FOR
THE ESTATE OF LISA D. WEARY j
P'
BY
LARRY E. FOOTE
DIVERSIFIED APPRAISAL SERVICES
35 EAST HIGH STREET, SUITE 101
CARLISLE, PENNSYLVANIA
17013-3052
(717) 249-2758
I
Diversified Appraisal Services
Real Estate Appraisers and Consultants 35 East High Street
Carlisle, PA 17013-3052
(717) 249-2758
FAX (717) 258-4701
February 7, 2013
TO: The estate of Lisa D. Weary
FM: Larry E. Foote
RE: Summary Appraisal Report
Residential Property
399 N. Walnut Street
Mt. Holly Springs, Pennsylvania
At your request, I have appraised the captioned property. The appraisal report, which
follows this letter, is submitted in support of my opinion of Market Value of the Fee Simple
Interest in the property, as of December 9, 2012.
I hereby certify that, to the best of my knowledge and belief, the data, facts, and
opinions set forth therein, are accurate, subject to the Statement of Assumptions and Limiting
Conditions that is also made a part of the report, and that the indicated Market Value of the
subject property, as of December 9, 2012 is:
ONE HUNDRED TWENTY-EIGHT THOUSAND DOLLARS
$128,000
This appraisal has been made in conformity with the standards of professional practice
of the National Association of Realtors Appraisal Section. I appreciate your having considered
me for this assignment and trust that you find the report entirely satisfactory.
Respectfully submitted,`
Larry E. Foote
Pa. Certified General Appraiser
GA-000014-L
2
i I
f
i
SUMMARY OF IMPORTANT FACTS AND CONCLUSIONS
a
LOCATION: 399 N. Walnut Street
Mt. Holly Springs, Pennsylvania s
a
TAX PARCEL NUMBER: 23-32-2336-011
IMPROVEMENTS: One and one-half story detached single-family dwelling.
PROPERTY RIGHTS: Fee simple interest.
s
OWNERSHIP HISTORY: The subject property is owned by Lisa D. Weary. The
property last transferred on July 25, 2001 for a reported
consideration of $1.00 and ownership conveyed on Deed
Book 247, Page 4457.
SCOPE OF THE ASSIGNMENT: The scope of the assignment included an analysis of the
subject's area, an inspection of the subject property, an
estimation of the property's highest and best use,
consideration of all three approaches to value, and the
application of those relevant to the valuation of the
subject.
CLIENT: The estate of Lisa D. Weary.
INTENDED USER: The estate of Lisa D. Weary.
OBJECTIVE: To estimate the market value of the subject property as
unencumbered.
EFFECTIVE DATE: December 9, 2012.
INSPECTION DATE: February 1, 2013.
HIGHEST AND BEST USE: Continued use as a single-family residence.
COST APPROACH: N.A.
i
SALES APPROACH: $128,000
INCOME APPROACH: N.A.
FINAL VALUE CONCLUSION: $128,000
3
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