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Home My WebLink About04-1038 PETITION FOR PROBATE and GRANT OF LETTERS Estate of FLORENCE A. CLAIR No. 61\ - 04 - \038 also known as 1="\ 0 (Grlu.. n. ~I A.; r To: Register of Wills for the Deceased. County of Cumberland in the Social Security No. 195-16-3930 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner is 18 years of age or older and the Executor named in the last will of the above decedent, dated September 21,1974 and codicil(s) dated [none]. William L. Clair predeceased. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 1331 Church Street, Carlisle, Mouroe Township. Decedent, then 80 years of age, died October 28, 2004, at Cumber laud Crossings Retirement Community, One LongsdorfWay, Carlisle, PA 17013. Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ unestimated (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: Momoe Township, Cumberland County $ unestimated WHEij;FORE, petitioner respectfully requests the probate of the last will and codicil(s) presented herewith and !be grant of letters testamentary thereon. : ~~CR ~ ~ :::- Robert L. Clair c::J 307 Old Stonehouse Road ~,.;.- "'" Boiling Springs, PAl 7007 P (717) 240-0470 - ,,.... ,,-' ....... OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) The petitioner above-named swears or affirms that the statements in the foregoing petition are true and correct to the best ofthe knowledge and belief of petitioner and that as personal representative of the above decedent, petitioner will well and truly administer the estate according to law. (-~ Sworn to or affirmed 'Ind subscribed ~ ~. ~ before me this 10 day of Robert L. Clair p1~~~iliwtZ~J , Registe fUV/l1~ No. ,Q,- (')4 - fDP.,P, Estate of F\orence A. Clair, Decea~ed a. ...\", Flo<"U\l:L '0. (!jour DECREE OF PROBATE AND GRANT OF LETTERS ANDNOW,J~(W I La , ,;tooL, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument dated September 21, 1974 described therein be admitted to probate and filed ofrecord as the last will of Florence A. Clair and Letters Testamentary are hereby granted to Robert L. Clair. Will Book # '-..... Page ..... Register of WiIl~ FEES Edward L. Schorpp (17495) Probate, Letters, Etc. $ '2 tJ:J . CO ATTORNEY (Sup. Ct. !.D. No.) Short Certificates( ) $ lo.cD MARTSON DEARDORFF WILLIAMS & OTTO Renunciation $ 10 East High Street __':I' p $iO.to Carlisle, P A 17013 TOTAL $ ~ILo .(''() (717) 243-3341 Filed \I-I\c-o,-\ F:\FlLESIDAT AFILE\ESTATES\10262. I.letters,tcs Thi, i, to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will he forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fcc for this certificate. $2.00 """""Ji1'iit''''',,...,. ~ . "C"" t,~ ""~' ~,,\. P[4'r'- ~ t-\. ~~ l~ ~"':. ~~~_.'.. ~\ Local Registrar s_ . _. )':P~ ~~ ,- .. _ :Z~ ~ ~I _~~. i;:~ P 10783458 ~~_:~~/ OCT 2 8 200~ -----.../"fNl \\"111111 No. -'''_",,/1111#' Date ....."'^ d ~l ../'::" . ~ 0-- / c:2/-0L/-I03<6":: ~ H1OS,1.3Rev.2187 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENTQF HEALTH. VITAL RECORDS TYPE/PRlNT CERTIFICATE OF DEATH STATE FILEf<~BER PERr.:NENT NAME OF DECEOE,," (Fhl~ Mkldle. Lnt) SEX SOCIAL SECURITY NUMBER DATE Of DEATH (Month. Dav. VHr) BLACK~K 1. Florence A. z;Female 3.195 - 16 -3930 4,10/28/2004 AGE(1.1IS1BIflhdIY) N BIRTHPLACE (Cilyand P H h n MOl1lhs Sl1lleorFore~nCounl!V HOSPITAl: .. 80 Yrs. ChurchtcMn, PA InI'lU,,' 0 0 0.. 0 5. 7. a.. _ ISpodfy) COUNTYOF DEATH FACILI1Y NAME (If not Inltllutlon, gi'lll .lrlle! .nd r\llI!lber) RACE_-Arn&rlcen Indlen. Blick, WhiIa, 8 " . (Specify) ~ \ ... Cumberland ,'2outh Middleton ". White oeCEOENT'S USUAL OCCUPATION KINO OF BUSINESS /INDUSTRV SURVMNG SPOUSE (':"~Ing":::1,a::~=' ("_.g/>om._n."",) .. 11.. Secretary 11b.Carlisle Shoe Co. _ DECEDENT'S MAILING ADDRESS (Streel. atylTown, Stele, Zip Codel DECEDENT'S 11 PA ~ .. 1331 Church St. ~~~AJNCE '.Slale ~:cedenl 11., Ves, decedenl IIv9d In twp. Carl' 1 p" 17013 (Seeln.tructlons fll/fllnl 0 No daoo<j..-,tlillfld 11.: ~s e, n on olh... side) 17b. COIJnlll Cumber land lown.hlp7 17d. with., IICIuIllmlts of cil)/Ibonl, FATHER'S NAME (F11'11. Middle, LHll MOTHER'S NAME (Fh~~dle, Melden Sum'rTIlll 18, Arthur S. Dunkleber r 18. Bessie LYlyerS INFORMANrSNAME (TypelPrlnll INFORI.4ANT'SMAlLlNGADORESS(Streel City/Town SIIIe Zip. (,l"'l') 20.. Robert L. Clair 21Ib. 307 Old Stonehouse Rd..'; Boillng Springs, PA 17007 METHOD OF DISPOSITION DATE OF DISPOSITION PLACE OF DISPOSITKJi'l_ Nlme oICemelery, Cl'lIfIIlItory LOCATION _ CilyfTown, Stale, Zip Code o .. DonlllonD BUMI [3C..mrion [Ju,mo\llllfrornSlelfl 0 (MOIIlIl.o.y,v_J orOlherPlece Monroe '!wp., Cumb. County, ~ .. 21L OIher(SpeclIyl 21b, 11/1/2004 21c.Mt. Zion Cemetery 11d. PA ~ . SIGNATU OF SEAVICELlCE PE ACTING AS SUCH L1CE~DNU~f~ NAME AND ADDRESS OF FACILITY ~ .. 11b, 633 L :&win Brothers Funeral Hane, Inc., Carlisle, PA Complete me2J&..con/ywhln ng LICENSE NUMBER DA I NED physIcIanilnOlI".n'bIeeltimllordnlhlo / ~_ (Month. Der,V..,) -ulYceuHohlulh. 13b,t-,,.J &,1..1 35::>L 13.. ~tvb<z'l"';kei' 1- 2~-26 mual bfIOO1'J1lll.lfId by WAS CASE REFERRED TO A MEDICAL EXAMINER /CORONER? I*SOIIwhoprol1OUnClfldull1. 21. Ve.O Noli3"" ,~ 71. PART I: !......IM_,lnJu....or..ml>/l..So..whlch........""'do.lh. Do.......W""'.,_oIdyl.e,._..........or .p1'"to'l'......~.hookorh.."folh..... :App,cocimllfl PARTU: OIl1....lgnllla'"IOOl1dllkln.conlrbJ~Io<leelh, but , 1.1.1....,.0........00.-'..... ~ ~. : inteIV&tbelWeen . ,nolre~llInglnlheunderlylngClluHgivenlnPARTI. '< ,...,.""'",, '''',' / t.~ 1-." I' "j. ,_....... leI /. IJ . dlMeseor~_. pf..tJ2- "-,J 't./C- ~ht1!-r~?~ L~'~: LU?fVt.tr/~ V reoulllngIn deeltl) , TO(ORAlACON QUSNCEOFI' . ' $equentiIlIylllcondltlor1. b, IC..:..& ~: Iflny,leadlrIgloimmedl8lf1! DUETO(ORMACONSEQUa<C OJ \ . CII\1Se,Enle,UNDERLVING .~~~~ln/ury c. TO (OR A UENCEOF) .~ ...uldngandulh)LA.ST d. :< WAS AN AUTOl'$Y WERE AUTOPSY FINOINGS MANNER OF DEATH DATE OF INJURY TIME Of' INJURY INJURV AT WORK? DESCRIBE HOW INJURV OCCURRED. ~ PERFORMED? ~~~ri\'Jr~R~SE NlMe! lID Homicide 0 (Monlh. 0.., V"") ~ OF DEATH? AccIdent 0 Pendlt1gln-.UgeUon 0 VIIS 0 No 0 \; , 0'...1 0 0 0 030', 3Gb. 1.4,30c. 3Gd. 'l.. .. o~ Yea No SulckIe COIJld not be determined PLACE OF INJURV_Alhome. fllllll..b_l flctory,ofI'ice LOCATION(Slreel.CltyfTlI'M1,Stal8) ""dklg."",,(Spo~) 11.. 211b. 11, 30.. 301. ffi CERTIFIER (Check only on.) ERIIFIER fil ;~"ir:IGJ~~~.II;r=I't.~rrU'J'J:t~fI:~.::(:r~~~rn~~h."i"Q~.~~~~..~~,,:?~~~.~.~~.~.~~), ......n..... 31b. ~ 'PRONOUNCING AND CERTIFYING PHVSIC1AN (Phl"'icWl boll1 Pfonounctng <letth..,d CIIrtfrying to CC1Ule oIde.lnl LICENSE NU~ 2) d-? J'"B.:lz.1f u. Tothebulofmyknowledg.,dMth occurred otlll.t1m.,dot"...dpl_,.nd du. to Ill. eeuln{.)..,d m .nn......lIlf1d. ......... .........0 31c, /' 31d. o NAME AND ADDRESS OF PERSON WHO COMPLETED W 'MEDICAL EXAMINERlCDRDNER (llfIm 27) Type or Pnnl ~ On Ill. b..I. of......ln.tJon.ndlorlnvul1g.tlon.Jn my opinion, d.elh occurrltd otth. tlm.,d.te,lnd pll.e, end du. to th. clul..(.).nd 0 "'0 /)"J, =~cv_ I4r.."L ~ 3fLm.n........laled .............. ~ a: ".;.J 141- ( REGISTRAR'S SIGNATURE AND NUMBER~ . f'" I I >> u.u.... (:\, 'eu...&..~ J ::),1110>.1\ 10 " F: \FILES\DA T AFILE\EST A TES\10262. ] _oath.nonsuhs~ribing REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS c9'-()4-103~ Robert L. Clair and Edward L. Schorpp, each a subscriber hereto, each being duly qualified according to law, depose and say that they are familiar with the signature of Florence A. Clair, Testatrix of the Will presented herewith and that they believe the signature on the Will is in the handwriting of Florence A. Clair to the best of their knowledge and belief. Sworn to or affirmed an~ubscribed \2~c:f ~ before me thisqr~ I Sf: day of Robert L. Clair "'0"( en ~ ,2004. 307 Old Stonehouse Road Boiling Springs, P A 17007 ff '4,,^,,~,~"t- _...~..(~ ~~ Register Edward L. Schorpp 10 East High Street Carlisle, P A 17013 "" ':'r 0"') C'_ In ~ ?t -" .,,,-," . ~ . LAST WILL AND TESTAMENT OF FLORENCE A. CLAIR I, FLORENCE A. CLAIR, a legal resident of Allen, Cumberland COllllty, P - sylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other wills and codicils heretofore made by me. FIRST: I direct that all my just debts and funeral expenses, in- cluding my grave marker, shall be paid from the assets of my estate as soon as practicable after my decease. SECOND: I devise and bequeath the residue of my estate, of every nature and wherever situate, to my husband-, WILLIAM L. CLAIR, providing he shall survive me by thirty (30) days. Should my husband, William L. Clair, predecease me or die on or before the thirtieth day following my death, I devise and be- queath the residue of my estate, of every nature and wherever situate, to my son ROBERT L. CLAIR. lliIRD: I direct that all taxes that may be assessed in consequenc of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. FOURlli : I nominate, constitute and appoint my husband, William L. Clair, Executor of this my Last Will and Testament. In the event of the renun- ciation, death, resignation, or inability to act for any reasos whatsoever of my said husband, I nominate, constitute and appoint my son, Robert L. Clair, Execu- tor of this my Last Will and Testament. I hereby relieve my Executor from the necessity of posting security in connection with his duties as such in any juris diction in which he or she may be called upon to act insofar as I am able by law to do so. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this ~ / day of September, 1974. ....., _. e:.9~~.n""la.. (!f;hl'.v (SEAL) orence . Clalr. C:::'\ ....,;: Signed, sealed, published and declared by the above named Testatrix, Florence A. Clair, as and for her Last Will and Testament, in the pres~e of us who, at her request, in her sight and presence, and in the sight andpt~sence of each other, have hereunto subscribed our names as witnesses. ':'.' ,; N ,f).4"~)/ /2ce~/ "')-ry. ~-rn .ft : )"~.1. LAW OFFICES LANDIS It BLACK CARLISLE. PENNSYLVA.NIA F:\F1LESIDA T AFILE\ESTA TESII0262.1 ,1l00ice.cert CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Florence A. Clair Date of Death: October 7,2004 FileNo. 21-04-1038 To the Register: I certifY that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on or about December 7, 2004. Mr. Robert L. Clair 307 Old Stonehouse Road Boiling Springs, PAl 7007 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A Date: December 7, 2004 Signa~~~~ - Name Edward L. Schorpp, Es Ire MARTS ON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, PA 17013 (717) 243-3341 Attorneys for Personal Representative 1'1 ..' ('J' FI- ~rn 1._. -,';'Ii 170. ~ COMMONWEALTH OF PENNSYLVANIA AEV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004867 CLAIR ROBERT L 307 OLD STONEHOUSE ROAD BOILING SPRINGS, PA 17007 ACN ASSESSMENT AMOUNT CONTROL NUMBER _ou_o__ fold ____n____ ------- 101 I $4,676.82 ESTATE INFORMATION: SSN: 195-16-3930 I FILE NUMBER: 2104-1038 I DECEDENT NAME: CLAIR FLORENCE A I DATE OF PAYMENT: 01/20/2005 I POSTMARK DATE: 01/20/2005 I COUNTY: CUMBERLAND I DATE OF DEATH: 10/28/2004 I I TOTAL AMOUNT PAID: $4,676.82 REMARKS: CHECK#109 INITIALS: CCP SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ~EV .1iIOOEX'''.QlI) *' REV-1500 ~ . INHERITANCE TAX RETURN FILE NUMBER COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE RESIDENT DECEDENT 21 04 01038 , DEPT,280601 HARRISBURG, PA 171213--0601 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST. FIRST. AND MIDDLE INIT!Al) SOCIAL SECURITY NUMBER CLAIR, FLORENCE A. 195-16-3930 DATE OF DEATH (MM-OD-YEAR) DATE;-OF"SIRTH- (MM--OO-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 10/28/2004 02/21/1924 REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAl) SOCIAL SECURITY NUMBER ~ 1. Original Return 0 2 Supplemental Return o 3 Remainder Return (date of death prior to 12-13-82) " ~ o 4 limited Estate 0 4a. Future Interest Compromise (dale of death after o 5 Federal Estate Tax Relurn Required u " 12-12-82) w g ~ 0 0 % ~ 6. Decedent Died Testate {Attach copy 7 Decedent Maintained a living Trust (Attach 8 Tolal Number of Safe Deposit Boxes u m of Will) copy of Trust} 0 9 Litigation Proceeds Received 0 10. Spousal Poverty Credit (dale of death between o 11_Election to tax under See, 9113(A) (Attach Sch 0) 12-31-91 an(j1-1:9_~) !THtS Se.c_TIPN_ MUl!T.BegoMPLETEP. ALL COIlIl~PONPJlliC~A~!,gp~F.IPEN't1AL TAX tNFOIlMATION ~HP\J~P.Il~PIIlEC.!ep"TO: __ _ NAME COMPLETE MAILING ADDRESS Edward L. Schorpp, Esquire FIRM NAME (If applicable) Ten East High Street Martson Deardorff Williams & Otto TELEPHONE NUMBER Carlisle, PA 17013 717/243-3341 1. Real Estate (Schedule A) (1) 110,000.00 :r; ; 2. Stocks and Bonds (Schedule B) (2) 3,337.06 3. Closely Held Corporation, Partnership or Sole.Proprietorship f'..1 (3) None CJ 4. Mortgages & Notes Receivable (Schedule D) (4) None ''') , -'I 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 4,220.10 " (Schedule E) C-::) 6. Jointly Owned Property (Schedule F) (6) 15.452.65 ,., " D Separate Billing Requested N 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) None (Schedule G Of L) 8. Total Gross Assets (total Lines 1-7) (8) 133,009.81 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 17,441.21 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 6,169.32 11. Total Deductions (total Lines 9 & 10) (11) 23,610.53 12. Net Value of Estate (Line 8 minus Line 11) (12) 109.39928 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 109,399.28 SEE INSTIlUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) - 2 109,399.28 .045 (16) 4,922.97 0 16. Amount of Line 14 taxable at linea! rate x . - 4 " ~ ~ 17. Amount of Line 14 taxable at sibling rate x .12 (17) ~ 0 u ~ 18. Amount of Line 14 taxable at collateral rate x ,15 (18) " 19. Tax Due (19) 4,922.97 20. o CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT . .._>>a-,,~~uRET-:~AN!!We"~_IlU!i~TJ:o!i!i)~-=~~~R$l(~lllfl AN~IlECl'll!CI< ..,A,.H<< Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: . STREET ADDRESS . 1331 Church Street . CITY Carlisle STATE PA ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 4,922.97 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 246.15 Total Credits (A + B + C) (2) 246.15 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (0 + E) (3) 000 4. If Line 2 is greater than Line 1 + line 3, enter the difference. This is theOVERPA YMENI (4) Check box on Page 1 Line 20 to request a refund 4.67682 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is theBALANCE DUE (58) 4,676.82 Make Check 10: 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; ........................".... ............. .............n.... ~ I b. retain the right to designate who shall use the property transferred or its income;. ................. ..... ..._.. c. retain a reversionary interest; or ................ .............. ...................... ...... ...........................n.. d. receive the promise for life of either payments, benefits or care? ............................... 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without 181 receiving adequate consideration? ........................... ................................ n............................ n......... D 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ........ D 181 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which 0 181 contains a beneficiary designation?.. ....... ...................n ....... ..................... .... .. ...................__... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury. I declare thai I have examined this return. including accompanying schedules and statements, and to the best of my knowledge and belief. illS lrue, correcl and complete Declaration preparer olher than the personal representative is based on ali information of which preparer has any knowledge SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE RObertL~d. CQC' 307 Old Stonehouse Road ~-l"'- 0'5" ~ . . Boiling Springs, P A 17007 SiGNATURE OF PERSON RESPONSIBLE F R Fill RETURN ADDRESS DATE SIG~HAN REPR SENTATIVE 1~/9-og- ADDRESS DATE Edward L. Schorpp, Esquire Ten East High Street Carlisle, PA 17013 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 99116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)]. The statutedoes not exemDta transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent. an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~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%. except as noted in 72 P.S. ~9116 1.2) [72 PS. 99116 (al (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~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. . *' SCHEDULE A , REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ___ ____..n ----...--....-...- ------ -- --- ---..----..-...- ESTATE OF CLAIR, FLORENCE A. FILE NUMBER 21 - 04 - 01038 u All real property owned solel~ or as a tenant in common must be ref;orted at fair market value. Fair market value is defined as the price at which property would be exc anged between a willing buyer and a wi ing 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. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH --..-------------- ------..----- -----..------ 1 Residence situate at 1331 Church Street, Monroe Township, Cumberland County, PA, known as parcel 110,000.00 No.22-28-2401-095, being described in Deed dated August 10, 1977 and recorded in Cumberland County, PA, Deed Book "I", Volume 27, Page 765, and being conveyed to William L. Clair and Florence D. Clair. William L. Clair died May 27, 2001. Value per appraisal attached. TOTAL (Also enter on Line 1, Recapitulation) 110,000.00 *' SCHEDULE B . STOCKS & BONDS COMMONWEALTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF CLAIR, FLORENCE A. FILE NUMBER 21 - 04 - 01038 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF NUMBER DEATH 1 89 shares, MetLife 37.495 3,337.06 TOTAL (Also enter on line 2, Recapitulation) 3,337.06 *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. . PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF CLAIR, FLORENCE A. FILE NUMBER 21 - 04 - 01038 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 DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 M&T checking account #22806148 2,944.54 2 Shipley Energy, refund 770.05 3 Comcast, refund 5.51 4 Household goods and personal property 500.00 TOTAL (Also enter on Line 5, Recapitulation) 4,220.10 *' SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN . RESIDENT DECEDENT ESTATE OF CLAIR, FLORENCE A. FILE NUMBER 21-04-01038 If an asset was made Joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHtP TO DECEDENT A Robert L. Clair 307 Old Stonehouse Road Son Carlisle, PA 17013 JOINTLY OWNED PROPERTY: LETTER DESCRIPTION OF PROPERTY %OF ITEM DATE Include name of financial institution and bank account number DATE OF DEATH DATE OF DEATH NUMBER FOR JOINT MADE or similar identifying number. Attach deed for jointly-held real DECO'S VALUE OF TENANT JOINT estate. VALUE OF ASSET .INTEREST OECEDENT'S INTEREST 1 04/26/2002. Wachovia Bank checking account 30,905.291 50% 15,452.65 i #1010049591475 TOTAL (Also enter on line 6, Recapitulation) 15,452.65 *' SCHEDULE H FUNERAL EXPENSES & COMMONWEALTH OF PENNSYLVANIA ADMINISTRA11VE COSTS INHERITANCE TAX RETURN . RESIDENT DECEDENT ESTATE OF CLAIR, FLORENCE A. FILE NUMBER 21 - 04 - 01038 -----.--- Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: 1 Ewing Brothers, Carlisle, PA 7,462.50 2 Mt. Zion Luthem Church, funeral services 150.00 3 Rev. Kathleen Coleman, funeral serives 125.00 4 Brenda Mason, soloist 75.00 5 Eby Granite Works, grave marker engraving 90.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City State _Zip Year(s) Commission paid 2. Attorney's Fees Martson Deardorff Williams & Otto (estimated) 7,000.00 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 Cumberland County Register of Wills 216.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs I Cumberland Law Journal, advertising Letters Testamentary 75.00 2 The Sentinel, advertising Letters Testamentary 144.29 Total of Continuation Schedule(s) 2,103.42 TOTAL (Also enter on line 9, Recapitulation) 17,441.21 . SchecIuIe H . - Fln!IaI Experms & COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN MnirHcdi~ Cos1s conlinJed . RESIDENT DECEDENT ESTATE OF CLAIR, FLORENCE A. FILE NUMBER 21-04-01038 ---..----..- ____...__m________ 3 Register of Wills, filing fee, Inheritance Tax return 15.00 4 Recorder of Deeds, recording fee 38.50 5 Recorder of Deeds, copies 1.50 6 Certified mailing, Department of Public Welfare 4.42 7 S. W. Barrett Real Estate and Appraisal Service, appraisal fee 275.00 8 Shipley Energy, fuel oil pending disposition of real estate 189.00 9 Met Ed, electric service pending dispostion of real estate 180.00 10 Reserved for additional filing fees, miscellaneous expenses, 1,400.00 and medical expenses incurred and not yet billed to estate Page 2 of Schedule H *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE . LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT DeCEDENT ESTATE OF FILE NUMBER CLAIR, FLORENCE A. 21 - 04 - 01038 Include un reimbursed medical expenses. ITEM DESCRIPTION AMOUNT NUMBER 1 M&T Bank, checking account #22806148, outstanding checks on date of death 551.00 2 Cumberland Crossings, account payable 4.519.67 3 Continuing Care RX, account payable 382.68 4 Appalachian Orthopedic, account payable 696 5 Mary Murray, Monroe Township 2004 county/township real estate taxes 269.29 6 Monroe Twp. Municipal Authority, sewer/water 234.30 7 Carlisle Pathology Associates, account payable 34.14 8 Pinker & Associates, account payable 34.02 9 Met Ed, account payable 137.26 TOTAL (Also enter on Line 10, Recapitulation) 6,169.32 REV.1513 EX+ (9-00) *' . SCHEDULE J .' - COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN . RESIDENT DECEDENT ESTATE OF FILE NUMBER CLAIR, FLORENCE A. 21 - 04 - 01038 RELATIONSHIP TO AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE D.-'1-NotUat..~ I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) I Rober! L. Clair Son All of estate residue 307 Old Stonehouse Road Boiling Springs. P A 17007 Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET II I II il II . II II LAST WILL AND TESTAMENT OF FLORENCE A. CLAIR I, FLORENCE A. CLAlR~ a legal resident of Allen, Cumberland County J P sylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and.Testarnent., hereby revoking all other wills and codicils heretofore made by me. FIRST: I direct that all my just debts and funernd expenses, in- cluding my grave marker, shall be paid from the assets of my estate as soon as practicable afterroy decease. SECOND : I devise and bequeath the residue of my estate, of every nature and wherever situate, to my husband, WILLIAM 1. CLAIR, providing he shall survive me hy thirty (30) days. Should my husband, William L. Clair, predecease me or die on or hefore the thirtieth day fOllowing my death, 1 devise and he- queath the residue of my estate, of every nature and wherever situate, to my son ROBERT L. CLAIR. THIRD: I direct that all taxes that may be assessed in consequenc of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary esta.te as a part of the expense. of the administration of my estate. FOURTH: I nominate, constitute and appoint my husband, William 1. Clair, Executor of this my Last Will and Testament. In the event of the renun- ciation, death, resignation, or inability to act for any reasos whatsoever of my said husband, I nominate, constitute and appoint my son, Robert 1. Clair, Execu- tor of this my Last Will and Testament. I hereby relieve my Executor from the necessity of posting security in connection with his duties as such in any juris diction in which he or she may be. called upon to act insofar as I am able by law to do so. IN WITNESS WHEREOF, 1 have herennto set my hand and seal to this, my Last Will and Testament, this o'l/ day of September, 1974. ('.9 /~t w"'i..Ci'. . (!.;r>.'.v (SEAL) orence . Cla1r Signed, sealed, published and declared by the above named Testatrix, Florence A. Clair, as and for her'Last Will and Testament, in the presence of us who, at her request, in her sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. .,[}~/)/~ ffJ-.~~ "")-n .ft ~ .J, J 1. LAW OFFICES LANDIS &: BLACK ~1tl.!IlLE. PENNSYLVANIA S. W. BARRETT REAL ESTATE & APPRAISAL SERViCES F"~e No. 04-0798 ~~.. I I APPRAISAL OF -~ .- .". ,.., - -===::~-====i~ LOCATED AT: 1331 Cnurcn Street Boiling Springs, PA 17007 FOR: MDW&O, Ivo v. Otto, III Esquire Ten East High Street Carlisle, PA 17013 I I I BORROWER: I Florence A. Clair, Estate ASOF: December 3, 2004 l_ BY: Cassandra J. Crockett 3,1 , 1/ /J II L:? "- c1 '(;Ut.i!( ) .. e"iA...t 124~126 NORTH HANOVER STREET, CARLISLE, PA 17013 717-243-6646 AND FAX 717-243-8627 S. W. BARRETT REAL ESTATE & APPRAISAL SERVICES File No 04-0798 . I I 12/08/2004 MDW&O, Ivo V. Otto, III Esquire Ten East High Street Carlisle, PA 17013 File Number: 04-0798 In accordance with your request, I have personally inspected and appraised the real property at: 1331 Church Street Boiling Springs, PA 17007 The purpose of this appraisal is to estimate the market value of the subject property, as improved. The property rights appraised are the fee simple interest in the site and improvements. In my opinion, the estimated market value of the property as of October 2B, 2004 is: $110,000 One Hundred Ten Thousand Dollars The attached report contains the description, analysis and supportive data for the conclusions, final estimate of value, descriptive photographs, limiting conditions and appropriate certifications. Respectfully submitted, " ~ c9 (J JUf Id~;v.h~c"'.....cL . ...:.u,'>-1"! Cassandra J. Crockett Certified Residential Appraiser I , I i 124-126 NORTH HANOVER STREET, CARLISLE, PA 17013 717~243-6646 AND FAX 717~243-8627 SUMMARY APPRAISAL REPORT Proruutv Desc!lntlon UNIFORM RESIDENTIAL APPRAISAL REPORT Fila NQ. 04-0798 Pco r Address 1331 Church Street Citv Boilina Sorinos Stale PA ZJnCode 17007 LeaalOescrietion Deed Book 27-1' Paae 765' Monroe Two Countv Cum berland As'sessor's Parcel No. 22-28.2401-095 TaxYear 04105 R.E. Taxes $ 1 289.00 SnecialAssessmenls$ N/A Borrower Florence A. Clair Estate Current Owner William & Florence Clair OeCUDen!: ] Owner X Tenant I Vacant It PrcroertvriahtsaOPl'alsed X FeeSim Ie I Leasehokl ProiectTvne PUD I Condominium IHUDNA onl\l\ HOA$ N/A IMo Neiohborhood or Prolect Name Churchtown MaD Reference 28-2401 Census Tract 0117.00 Sale Price $ N/A DateofSala N/A Oeseri tion and $ amount of loan charoesJconcessionsto be oaK:l bvseller N/A Lender/Client MOW&O Ivo V. Otto III Esnuire Address Ten East Hinh Street Carlisle PA 17013 Aooraiser Cassandra J. Crockett Address 126 North Hanover Street Carlisle PA 17013 L,,,'I,, 8 U"oo ~ :s"","" ~ R,ml Predominant Single family housing Present land use % Land use change Built up Over 75% X 25-75% Under 25% occupancy r(~qE ~~~ Onefamily ~ o Not Jikely o Likely Growth rale Rapid 00 Stable 0 Slow 00 Owner ~ Low ~ 2-4famlJy ~ 00 In process Property values (XI Increasing 0 Stable 0 Declining o Tenant 200+ Hinh 100 Multi-family ~ To: Residential Demand/supply 0 Shortage (Xl Inbalir1ce 0 CNersupptj ~ Vacant((}.5%) tiBtII Predominant .-1 Commercial 3% Marketino time n ~nder 3 mos. 003-6 mos, n Over 6 mos, V.",nlover5% I 110 I 75 ~Vacant 35% Note: Race and the racial composItion of the neighborhood are not appraisal factors. Neighborhood boundaries and characteristics: Subiect is bounded on the north by Rt.641' on the east bv Mechanicsburn. on the south : bv DllIsbu(l':l~ and on the west bv Boilina SDrinCls. . Factors that affect the marketability of the properties In the neighborhood (proximity to employment and amenities, employment stability, appeal to market, etc,): ~ Subiect Drocertv is located in an expandinn area of sinnle familv homes both detached and attached between Boilinn .. SDrinas and Mechanlcsbura within the small residential villa e known as Churchtown. Shonninn and other amenities are within a short drivina distance. School svstem is Cumberland Valley District and local elementarv school is within .75 mile. SMSA 42-3240. Market conditions in the subject neighborhood (Including supp ortfor the above conclusions related to the trend of properly value s,demand/supply, and marketing lime --such as data on competitive properties for sale in the neighborhood, description of the prevalence of sales and financing concessions, etc.): Pronertv values are currentlv stable with an averaCle marketinCl time of 80-100 davs. Economic trends and lendina rates have remained favorable. Sales concessions occur infreCluentlv. There are new homes under construction in surroundlna developments as well as resales available In the neiahborhood. . Project InformatIon for PUOs (If applicable) - - Is the developer/builder in control of the Home Owners' Association (HOA)? DYES ONO Approximate total number of units In the subject project N/A Approximate total number of units for sale in the subject project N/A Describe common elements and recreational facilities: N/A Dimensions 80x60x114x44.1x16.5x34.4 Topography Basicallv level Site area .13 Acre MIL Comer Lot U Yes [xl No Size Tvnical for area Speciticzonlng classification and description VilIaae Shape Irrenular Zoning compliance 00 Legal rR LegalnOnOOnn~g(Grandfathered use) U Illegal U No zoning Drainage Annears adenuate Hichesl & besl use as imcroved: X Present use Olher Llse (ex lain View ResidentiallCount side Utllitl.s Public Other Off'$lt. Improvements Type Public Private Landscaping T~nical Electricity (XI 100 amD Street Asphalt 00 0 Driveway Surface Stone G" 0 Curb/guller None 0 0 Apparent easements None Annarent Water DWell Sidewalk None 0 0 FEMASpeclal Flood Hazard Area UYes IXINo Sanitary sewer ~. Streetlights None R R FEMAZone C Map Date 6/2/92 StormseWef Allav None FEMA Man No. 420364 Comments (apparent adverse easements, encroachments, special assessments, slide areas, illegai or legal nonconforming zoning, use, etc.): Wells are common for area and have no adverse affect on marketabilitv. Municipal sewer connection was recentl" added. There are no adverse easements encroachments or other adverse conditions. GENERAL DESCRIPTION EXTERIOR DESCRIPTION FOUNDATION BASEMENT INSULATiON No. of Units One Foundation Block Slab None AreaSq.Ft. 977 - ~ No, of Stories 1.5 Exterior Walls Aluminum QaoMSpac:e None % Finished 25%** Ceillng_X Type (Det.lAtt.) Detached Roof Surface Shlnnle Basement Full Ceiling Tile Walls_ Design (Style) 1.5 StolV Gutters & Dwnspts. Alum inum Sump Pump Floor Drain Walls Knottv Pine Floor_ Existing/Proposed Exlstlna Window Type DoubleHun Dampness None Obs. Fklor Vin I Tile None_ Age (Yrs.) 54 Yrs Storm/Screens Yes Settlement None Obs. OUtside Entry Yes . ,- EflectiveAae Yrs.l 15-20 ManutacturedHouse No Infestation None Obs. .onto Dorch . ROOMS Fover livlna Dinino Kitchen 0," FamifvRm. Rec.Rm. Bedrooms # Baths Laund'" other AreaSn.Ft. Basement .. 250 Level 1 Area 1 1 1 1 1 Area 977 . Level 2 2 552 . Finished area above nrade contains: 6 Rooms 3 Bedroom s: 1 Bath'sl; 1529 S uareFeetofGrossLivinnArea INTERIOR MaterialslCondllion HEATiNG KITCHEN EQUIP. ATTIC AMENITIES CAR STORAGE: Floors Hrdwd/CamNlnvl Type FHA Refrigerator 0 None (:] Fireplace(s)#_ 0 None 0 . Walls Plaster Fue) Oil Range/Oven 00 Stairs 0 Patio Carpeted 0 Garage # of cars Trim/Finish Wood CondllionAveraae Disposal 0 Drop Stair 0 Deck 0 Attached Bath Floor Vinyl Tile COOLING Dishwasher 0 Scuttle 0 Porch 6 x 14 00 Detached 1 Bath Wainscot Plaster/Panel Central None Fan/Hood 0 Floor 00 Fence 0 Buill-In Doors Wooden Other None Microwave R Heated R Pool Fx1 Carport AveraCle Condition CondilionN/A Washer/ntver Finished Enclosed Porch Drivewa" 2/Stone Addilional fealures (special energy efficienl items, elc.): See Attached Addendum Condition of tile improvements, depreciation (physical, functional, and external),repairsneeded, quality of construction remodeling/additions, etc,: Imnrove ments are in averane condition with no nhvsical or functional inadenuacies ai"marent. . Adverse environmental conditions (such as, but not limited to, hazardous wastes. toxic substances, etc,) prasent in the improvements, on the sile, or in the immediate vicinity of the subject property: No adverse environmental conditions are aDDarentldisclosed. f'eddi.M.cForm7DG_OO PAGE 1 OF2 F:lI1IIiQ~Fnrml004 6.~3 P''''''''''d"''''VAI;I..Itw.",BDO,l34,~l2r_.''Iw.t>.'''m ADDENDUM Borrower: Florence A. Clair Estate File No.: 04-0798 Propertv Address; 1331 Church Street Case No.: City: BoilinoSorinos State: PA Zip: 17007 Lender: MDW&O, Ivo V. otto, III Esquire Additional Features " Eve storage through existing closets: original kitchen (metal cabinets], bath (plastic tile board]. and heating system; very low ceilings on second noor, no adjustment deemed necessary for fundlon; hardwood floors In living room and second floor bedrooms; some replacement windows have been added; ""limited value given finish in basement Icurrenlly used for storage]; oversized one car garage with overhead storage. Addendum Page 1 of1 SUMMARY APPRAISAL REPORT Valuation Section UNIFORM RESIDENTIAL APPRAISAL REPORT FileNo. 04-0798 Esl1MATI!D SITE VALUE, ........0$ 35 000 Comments on Cosl Approach (such as, source of cost estimate, ESTIMATED REPRODUCTION COST-NEW O~ IMPROVEMENTS: silll value, square foot calculation and for HUD, VA and I=mHA. Ihll o.,;.,'6l1ing 1 ,529 Sq. Ft. @$ 55.00 0$ 84,095 eslimated remaining economic lile oflhe property): Bsmt. 977 Sq. Fl. @$ 10.00 0 9,770 Cost new from Marshall Swift Valuation Service ; Well/Porches/Patio 0 10,000 Handbook and local cost analvsis. Land value from Garage/Carport ~Sq.FI.@$~ 0 8,640 Market Data Comoarison. DeDreciation based on ace life , Total Estimated Cost New 0$ 112,505 observed condition and Market Data Analvsis. . Less , PhYSiCal"i Fu'n~ti~n~I'I' External Est. Remaining Econ, Life: -15 Estimated Remaininn Economic Life is 40-45 years. DepreciatIOn $35 000 0$ 35,000 Depredated Value of Improvements . 0$ 77 505 'As-is' Value of Site Improvements. 0$ 3500 INDICATED VAL.UE BY COST APPROACH. 0$ 116000 ITEM I SUBJECT COMPARABLE NO, 1 COMPARABLE NO.2 COMPARABLE NO, 3 1331 Church Street 814 West Keller Street 1279 Boiling Springs Road 323 North Street Address BoilinaS ... Mechanicsbura Boilina Sprinas rChurchtown1 Boilinn Sprinns rChurchtownl ProJlimitvto Subiect 4.6 MI ENE 0.37 MI ENE ~0.15 MI NNE Sales Price $ N/A $ 99 900 it. V@ lJWYHf $ 102900 $ 124 000 PricelGross Lw, Area $ 0.00 ~ $ 87.86 ~ $ 50.24 ~ $ 65.96 ~ Dataandlor Inspection Verification Sources CHR MLS/Courthouse Records MLS/Courthouse Records MLS/Courthouse Records VALUEI<lJUSTMENTS_ OESCRIPTION I +(.)$Ad-""Im.nt DESCRIPTION t (.'$ Adj...,m,.11l DESCRIPTION +(.\$Ad'""lmon! Sales or Financing None, Cony None, Cony None, Cony Concessions DOM 118 DOM 13 DOM 102 Date of SalelTime 9/04 8/04 : 8/04 : Location Suburban Suburban Suburban Suburban Leasehddf"eeSirc;\e Fee Simple Fee Sim Ie : Fee Slmt:lle : Fee Simt:lle : Site Lot/Ava L131 Lot/Ava r.35 -1000 LoUAvQ r.1.1: o LotfAvn .311 : .1000 V~w Resid/Cntrvsd Residential Residential Resid/Cntrysd DesionandAooeal 1.5 Storv/Ava 1.5 Storv/Ava : 2 Storv/Ava : 2 Story/Ava : QuallVofConslrudbn Ava/Aluminum Ava/Aluminum : AvaNinvl Ava/Aluminum : A" 54 Yrs 67 Yrs 2500 100 Yrs+l- 7500 74 Yrs 2500 Cond~ion Avera e Avera e : Averaae Averaae Above Grade Tot.I'Bclrms' !l.ths Totol'Bclrme' e..ths ToIal'Bclrms' !l.ths Total'edrm.' aalhs . Room Count 20 .: 3: 1.00 .: 3: 1.00 ' .: 3: 1.50 ' -1,000 6: 4: 1.00' . GrossLivinoArea 1529 So.Fl. 1137 So.Fl. 7800 2048 So.Fl. -10400 1880 So.Fl. -7000 . BaserTI!nt&Finished Full Bsmt/ Partial Bsmtf Partial Bsmt/ Full Bsmtf Rooms Below Grade Some Finish Unfinished 2000 Unfinished 2000 Unfinished 1000 : FunctionalUliitv Averaae Averane : Averaae Averaae : HeatinQICoolino OFHAlNone OFHAlCA : -2000 OHW/None OHW/None . EnerovEfficientltems Typical Typical Tvnical Tvt:lical GaraqelCarport OS 1 C Garaae 1 Car Garaae : o OSP 3500 OS 2 C Gar/Loft ~5 000 . Porch. Patio, Deck, Enclsd.Porch/ Porches 1,000 Porches 1,000 Porches/Fncg 0 Fi"eolacels\,etc Porch/Patio Fence.Poot, etc. None None : None None N,IAd!"ol,' _' 10300~ 260"$ 9500 Adjusied Sales Price of Como arable $ 110200 $ 105500 $ 114500 Comments on Sales Comparison (including the subject properly's compatibility to the neighborhood, etc) All comoarables are similar In utJlitv and location to the subiect t:lrot:lertv_ are verified closed sales and are the best currentlv available. Limited sales of homes in the villane of Churchtown have recentlv occurred reCluirina an eXDanded search. Comt:larable #1 is within the same townshin/school district. ComDarable #4 added as additional data. Ranae of value is $105 000 to $115 000. ITEM SUBJECT COMPARABLE NO_ 1 COMPARABLE NO.2 COMPARABLE NO_ 3 Date. Price and Data ./03 Source for prior sales None None None $119,000 wlhinvearofaooraisal DeedJCHR Courthouse Records Courthouse Records Courthouse Records Analysis of any currenl agreement of sale, optkm, or listing of the subject property and analysis of any prior sales ofsubjed and cof1ll3r3b1es wilhin one year of the date of appraisal: No further sales within three years were found. INDICATED VAL.UE BY SAL.ES COMPARISON APPROACH ..$ 110000 INDICATED VALUE BY INCOME APPROACH If Applicable) Estimated Market Rent ~ N/A lMo.xGrossRentMuRllier N/A :$ N/A This appraisal is made ~ 'as is. ~ subjecltotherepai's, aIIerations, inspections orcond~ionsiisted below . ~. subjecl to corT'f)lelion per plans and specifications. CondhmsofAppralSal: The orooertv has been aooraised in current condition. This aooraisal is for client onlv. nontransferable. See attached addendum. Final Reconciliation: Cost and Market Analvsis consistentlv surmort mv estimated market value. GRM analysis was found inaoorooriate for this analvsis. Greatest weiaht is applied to the Market Data AnalYsis. SUPDortina file information . substantiates these estimates. . The purpose of this appraisal is to estimate the market value olthe real property that is the subject of this report. based on the above cond~ions and the certifICation. coolingent and limiting condilions, and market value definition that are stated in the allached Freddie Mac Forrn439IFannie Mae Form 1004B (Revised 6/93 I I (WE) ESTIMATE THE MARKET YAL.UE, AS DEFINED, OF THE REAL PROPERTY THAT IS THE SUBJECT OFTH~~,AS OF 10/2812004 . (WHICH IS THE DATE OF INSPECTION AND THE EFFECTIVE DATE OF THIS REPORT~ 11 0 000 ,- , APPRAISER Ii / J. (J. Ii tl SUP SORYAPPRAISER;tNfYIF1~UIR~ ODld 00 Did Not Siqnalure ,;;'1 '/I,j,/ /" /'1 /! ~ / " SIQnalma .~ l.----C- - Name Cassandra J. Crockett ,/ Name Steven W. Barrett. SRPA. SRA InspeclProperty Dale Report Siqned 12/08/2004 Date Report Siqned 12/08/2004 State Certiflcalion # RL-001348-L StalePA Stale Cerj[fication # GA.OO0298-L State PA Or Stale License # State OrSlaleLicense# RB-026921-A State FA Frod~ieMaoFormlO 6-~~ Certiflea ReSlaentlal PAGE20F2 Certlfiea General Appraiser F..noi.M...F<ml1fJ()( M!:l Appraiser Pr<>>ueod",i"'lACI"'/!a",!~ij,llUmll'll"l_"iwo~.",.. Steven W, Barrett R.E. Appr. Svc. SUMMARY APPRAISAL REPORT Suo ole mental Valuation Section UNIFORM RESIDENTIAL APPRAISAL REPORT File No. 04-0798 ITEM' I SUBJECT COMPARABLE NO, 4 COMPARABLE NO.5 COMPARABLE NO.6 1331 Church s~ast Springvllle Road "Address BOllinnS 5 BOllin.... S"rin'"'s Pro~imltvjoSub;ecl MIW Sales Price $ N/A $ 114000 $ $ PriceIGrossLiv.hea $ 0.00 Itl $ 98.96 lZl $ 0.00 Itl $ ~ Dalaandlor Inspection Verification Sources CHR MLS/Courthouse Records V"-UEADJUSlMENT~ DESCRIPTION I +.$M;....lm.rt DESCRIPTION I +f.'$A'fuslmenl DESCRIPTION I +'.'$M.....Im.nt Sales or Financing None, Cony Concessions DOM 117 Dale of SalefTlme 3/04 : : Location Suburban Suburban LeasehddlFeeSirde Fee Simcle Fee Simnle : : Site Lot/Ava r.13 Lot/Av'" -r.2()1 : 0 : View Resid/Cntrvsd Resid/Cntr sd Oesinn and Anneal 1.5 Storv/Avn 1.5 Storv/AvCl : : : QJalfvofConWudioo Avn/Aluminum Avn/Aluminum : : ^oo 54 Vrs 51 Vrs Conddion Averaae Sunerior : -10000 : Above Grade Tolal'ed/mS' eat", TOIaI'Bd/""" B.lhs : Tot.I'Bdrm,' ..~ Totol'Bdrms' Balhs : RoomCO\Jnl 6: 3: 1,00 6: 3: 1.00 ' : : : Gross Livinll Area 1529 S".FI. 1152 $n.Ft : 7500 S.Ft. Sn.Ft. . Basement & Finished Full Bsmtl FuJI Bsmt/ : Rooms Below Grade Some Finish Unfinished 1000 FunclionalUtidv Averaae Avera e . HeatinolCoolinn OFHAlNone OHW/CA -2000 : Eno>mv Efficient ltelT'S TVDical TVDical GaranelCarnor1 OS 1 C Garane OSP : 3500 Porch, Patio, Deck, Enclsd.Porch/ Porches/FP 0 Firelace(sl,etc. Porch/Patio Fence Pool etc None None : : N,IM'lol," . . . .'$' 0&1' : "$ 0 Adjusted Sales Price of Comoarable $ 114000 $ o $ 0 Comments on Sales Companson (including the subject property's compatibllrty to the neighborhood, etc. ): ITEM SUBJECT COMPARABLE NO.4 COMPARABLE NO.5 COMPARABLE NO.6 Dale, Price and Dala SO\Jrce for prior sales None None wilhinvearofan",",,~ Deed/CHR Courthouse Records Analysis of any current agreement of sale, option, or listing of the subject property and analysis of any prior sales of subjed and oo"llarables within one year of the date ofappraisal: . . . . P",ue.dU$ingACI"'ft'''''.,'"O.llum..........I...'.'''m SKETCH/AREA TABLE ADDENDUM ..Case No FileNo 04-0798 r- --_.- Property Address 1331 Church 5tre~!__ _~_ --.------.--.---- ~ .Cily Boiling Springs _ __ _ ._ ~ounly Cumberland State PA ~ 17007 ---- ----- Borrower Florence A. Clair, Estate -------- Lender/Chenl MDW&O, Jvo V, OUo, III Esqulr UC Address Ten East High Street, Carlisle, PA 17013 Appraiser Name Cassandra J. Cr~cket~_ _ Appr Address 126 North Hanover Street, Carlisle, PA 17013 -------~---- 32.0' 15,0' 0 Patio 0 . Bedroom Bedroom . 14.0' -~ Bath 14,0' E 0 0 0 ~ .; . -- " . m 4.0' 4.0' 0 Kitchen ~ . i Porch 0 Living Room 0 . - - oj Dining Room 6.0' 11.0' ------- -----------------------------------,-----.-..-.- ------------~ Comments: -... ~ --- Scale; 1 =10 AREA CALCULATIONS SUMMARY - LIVING AREA.- BREAKDOWN Code Description Size Toials Breakdown Subtoials GLA1 First Floor -.- 977.00 First Floor Second Floor 552.00 1529.00 4.0 x 10.0 40.00 pip Porch 84.00 3.0 x 4.0 I 12.00 Enclosed Porch 108.00 0.5 x 3.0 x 3.0 4.50 I Patio 128.00 320.00 0.5 x 3.0 x 3.0 4.50 I 14.0 x 27.0 378.00 18.0 x 21.0 378.00 5.0 x 32.0 160.00 . Second Floor 4.0 x 5.0 20.00 4.0 x 5.0 20.00 16.0 x 32.0 512.00 I , ; I I I TOTAL LtV ABLE (rounded)_ ~~5,,9 10 Areas Total (rounded) 1529 -------------- - ------------ -.-._- -----._--~..,----~,. -........<- J AP~XSOfTWAR~ 600-555-9955 Apxel0Q.WApexll :SUI$Jt:1,,; I ....KU...t:KI T ...I1U I v ",UUt:NUUIVI Borrower: Florence A. Clair, Estate File No.: 04..0798 Property Address: 1331 Church Street Case No.: . City: ~oilin<J SprinQs State: PA Zip: 17007 Lender: M'DW&O Ivo V. Otto. III Es uire t~ ,:;. _ ~ FRONT VIEW OF , . _ . - --- _ --=_ _.___ __.:.:.::..'--.:~ SUBJECT PROPERTY -- _.~'--- - -~-~-;: Appraised Date: December 3, 2004 REAR VIEW OF SUBJECT PROPERTY STREET SCENE Borrower: Florence A. Clair. Estate File No.: 04-0798 Property Address: 1331 Church Street Case No.: City: Boiling SprinQs State: PA Zio: 17007 Lender: MDW&O Ivo V. Otto III Es uire ...-.. COMPARAtsLt: t"KUt"t:K I Y t"HU I U AUUcNUUM Borrower: Florence A. Clair. Estate File No.: 04-0798 Property Address: 1331 Church Street Case No.: City: BoiliM Sprin~s State: PA Zip: 17007 Lender: lVlDW&O Ivo V. Otto III Es uire COMPARABLE SALE #4 5 East Springville Road Boiling Springs Sale Date: 3/04 Sale Price: $ 114,000 COMPARABLE SALE #5 Sale Date: Sale Price: $ COMPARABLE SALE #6 Sale Date: Sale Price: $ . .._-~. \;UMt'AKA~L~ t'KUt't:KI Y t't1U IU AUUt:NUUM Borrower: Florence A. Clair, Estate File No.: 04-0798 Property Address: 1331 Church Street Case No.: City: Boiling SprinQs State: PA Zip: 17007 len"der: MDW&O Ivo V. Otto, III Esnuire COMPARABLE SALE #1 814 West Keller Street Mechanicsburg Sale Date: 9/04 Sale Price: $ 99,900 -- , .( -'- COMPARABLE SALE #2 1279 Boiling Springs Road Boiling Springs [Churchtown] Sale Date: 8/04 Sale Price: $ 102,900 COMPARABLE SALE #3 323 North Street Bolling Springs [Churchtown] Sale Date: 8/04 Sale Price: $ 124,000 'U\ ~ -e ~ ~ 0 "" .. "" N 0 ~ U.) ~ (') ::r t: .... & (/l ~ CD ~ -0 '0 '0 J> -0 'a. {l) ~ ~ ~ n g '&. (f\ (1 co _ V> ,- (0 Vi l!l ..-" (fl ~::~~g ~~.~~~l!- Q. 3 a "21 ;:0 (l}~~~-o (t) (t> ~ st -1 ~ ~ Cl ~ -0 ~ C D- o> ~ '" z ~ 't5 N 0 <;;. LOCATION MAP Borrower: Florence A. Clair. Estate File No.: 04-0798 Prooortv Address: 1331 Church Street Case No.: City: Boilina Sprinas State: PA Zip: 17007 t.ender: MDW&O Ivo v. Otto III Es uire Prepared by Steven W Barrett RE. Appr. Svc (717) 243-6646 lID Address D~ Price RM BR B... S"" Proximitv I I . 1331 CHURCH ST B/A B/A . 3 1 1529 0.00 HI 1 .14 W KELLER ST 9/04 99900 . 3 1 1137 4.6 HI Blil'B: 2 1279 BOILING SPRIUGS RD8/04 102900 . 3 1.5 2048 0.37 HI ENE 3 323 NOR'l'H ST 8/04 124000 . 4 1 1880 0.15 MI NNE . 5 E SPR~RGVILLE RD 3/04 114000 . 3 1 1152 2.5 HI V "..-~ 124-126 NORTH HANOVER STREET, CARLISLE, PA 17013 717-243~646 ANO FAX 717-243-8627 Fne No 04-0798 ~ ..*****.... QUALIFICATIONS ........"'...** ~ The following checked items are SPECIFJC SPECIAL CONDITIONS that were identified by this appraiser during the inspection of the subject property, the com parables sales, and their neighborhoods and locations. Unless otherwise noted, the conditions that apply to the SUbject property or the com parable sales used 00 NOT AFFECT THE MARKET VALUE OR THE FUTURE MARKETABILITY OF THE SlJBJECT PROPERTY BEING APPRAISED. This is not a home inspection service. This is an appraisal to estimate market value. _1. The subject is located in a rural area and is less than 25% built-up. _x_2. Commercial/Industrial uses are located within the subject's neighborhood. These uses are typical of similar neighborhoods. _x_3. Vacant and undeveloped land uses are located within the subject's neighborhood. These uses are typical for the area. _4. The predominant vallie in the neighborhood is Jess than that of the market value of the subject property. This is due to the very wide range of value of properties in the area and superior quality of the subject property. _5. The subject property is located in a F.E.M.A. Identified Flood Zone. Flood insurance coverage is required and suggested. _6. Dampness is noted in the basement of the subject. Standing or running water was not present on basement floor. This condition;s considered typical in dwemngs of this style. _x_7. The subject property is serviced by private well andlor septic systems which is common for the area. _x_a. The subject is older than five(5) years. All mechanical systems including the heating, electrical and plumbing systems appear upon a visual exterior Inspection to be in working order. No warranties are jmplied in this statement _9. Repajr items were noted in the comments section of the report. These comments on repair items are for descriptive purposes only and are not required repairs. The items listed are cosmetic in nature. _10. The basement floor is a dirt floor. This condition is common and typical for the area. and does not pose a health or safety hazard. _11. The subject property does contain functional obsolescence as noted in the report. This condition Is considered typical and common for the area and this style dwelling. _12. The land value exceeds 30% of total value due to the high demand for vacant land in this neighborhood. This condition Is considered common and typical for the neighborhood. _13. The land value exceeds 30% of total value. This is due to the large size of the site. This condition is considered to be typical and common. _14. Individual adjustments were required that exceed 15%. These adjustments were required due to lack of more similar com parables on that individual rating. All com parables used are the best available. _15. Total adjustments exceed 25%. This Is due to the lack of comparable sales that were more similar in the subject's market area. AU camparables used are the best available. _x_16. One or more comparable sales are older than six(6) months. Although there are comparable properties in the subject's area, none have sold recently; therefore, sales in excess of six(6) months have to be used. All com parables used are the best available. _x_17. One or more com parables used were In excess of one (1) mile from the subject property. Although there are comparable properties in the immediate area, none have sold recently. Therefore, it was necessary to use comparable sales outside of the immediate area. All com parables used are located in similar neighborhoods and within the same marketing area. All camparables used are the best available. _18. The electrical system was not connected during inspection. _19. The water service was not connected during inspection. _20. The heating system was shut down during inspection. _21. Raafing_Plumbing_Electrical_Heating_certification(s) isfare suggested. _22, Inground swimming pool---.l out buildings_are inclUded-, not inclUded_according to lender's guidelines. I 23. Accarnlng ta lender's guodelines a maxImum af_acres were consIdered far thIS valuatlan. Remaining acreage was given no value. , I Fie No 04-0798 r- ..--. QUALIFICATIONS ......... ] _24. The subject property is located on a private road. _25. Wood infestation inspection is suggested. _x_26. Last recorded deed transfer: Date_8/10/1977 _' Consideration: $1.00 _27. Proposed construction/renovation in accordance to plans and specifications to be completed in a workman-like manner. _28. Seller is paying part or all of closing costs. _x_29. All com parable sales are verified closed sales. _x_3D, There are no special conditions or other requirements that would affect market value or future marketability in the Appraisal Report. CHECKED ITEMS ARE SPECIFIC SPECIAL CONDITIONS THAT WERE IDENTIFIED BY THIS APPRAISER DURING INSPECTION, I -- File No 04...0798 [: -*.._..... QUALIFICATIONS *"**".... I Confidentiality and Security Policy We consider privacy to be fundamental to our relationship with clients. We are committed to maintaining the confidentiality, integrity and security of clients' personal information. Internal policies have been developed to protect this confidentiality, while allowing client needs to be served. We restrict accen to personal information to authorized individuals who need to know this information to comply with federal standards to protect your nonpublic personal information. We do not disclose this information about you or any former consumers or customers to anyone, except as permitted by law. The law permits us to share this information with our affiliates. The law also permits us to share this information with companies that perform marketing. When we share nonpublic information referred to above, the information is made available for limited purposes and under controlled circumstances. We require third parties to comply with our standards for security and confientiallty. We do not permit use ofconsumer/customer information for any other purpose nor do we permit third parties to rent, sell, trade or otherwise release or disclose information to any other party. Education As of the date of this report, I and/or Steven W. Barrett,. SRPA, SRA, have completed the requirements under the continuing education program of the Appraisal Institute. l J fil. No. 04.07S6 ; DEFINITION OF MARKET VALUE: The most probable price which a property should bring in a competitive and open market . under all conditions requisite to a fair sale, the buyer and saller, each acting prudently, knowledgeably and assuming the price is not affected by undue stimulus. Implicit in this definition is the consummation of a sale as of a specified date and the passing of title from seller to buyer under conditions whereby: (1) buyer and seUer are typically motivated; (2) both parties are well informed or well advised, and each acting in what he considers his own best interest; (3) a reasonable lime is allowed for exposure in the open market; (4) payment is made in terms of cash in U.S. dollars or in terms of financial arrangements comparable thereto; and (5) the price represents the normal consideration for the property sold unaffected by special or creative financing or sales concessions* granted by anyone associated with the sale. *Adjustments to the comparables must be made for special or creative financing or sales concessions. No adjustments are necessary for those costs which are normally paid by sellers as a result of tradition or law in a market area; these costs are readily identifiable since the seller pays these costs in virtually all sales transactions. Special or creative financing adjustments can be made to the comparable property by comparisons to financing terms offered by a third party institutional lender that is not already involved in the property or transaction. Any adjustment should not be calculated on a mechanical dollar for dollar cost of the financing or concession but the dollar amount of any adjustment should approximate the markel's reaction to the financing or concessions based on the Appraiser's judgment. STATEMENT OF LtMITtNG CONDITIONS AND APPRAISER'S CERTtFtCATION CONTINGENT AND LIMITING CONDITIONS: The appraiser's certification that appears In the appraisal report is subject to the following conditions: 1. The appraiser will not be responsible for matters of a legal nature that affect either the property being appraised or the title to it. The appraiser assumes that the title is good and marketable and, therefore, will not render any opinions about the title. The property is appraised on the basis of it being under responsible ownership. 2. The appraiser has provided a sketch in the appraisal report to show approximate dimensions of the improvements and the sketch is included only to assist the reader of the report in visualizing the property and understanding the appraiser's determination of its size. 3. The appraiser has examined the available flood maps that are provided by the Federal Emergency Management Agency (or other data sources) and has noted in the appraisal report whether the subject site is located in an identified Special Flood Hazard Area. Because the appraiser is not a surveyor, he or she makes no guarantees, express or implied, regarding this determination. 4. The appraiser will not give testimony or appear in court because he or she made an appraisal of the property in question, unless specific arrangements to do so have been made beforehand. 5. The appraiser has estimated the value of the land in the cost approach at its highest and best use and the improvements at their contributory value. These separate valuations of the land and improvements must not be used in conjunction with any other appraisal and are invalid if they are soused. 6. The appraiser has noted in the appraisal report any adverse conditions (such as, needed repairs, depreciation, the presence of hazardous wastes, toxic substances, etc. ) observed during the inspection of the subject property or that he or she became aware of during the normal research involved in performing the appraisal. Unless otherwise stated in the appraisal report, the appraiser has no knowledge of any hidden or unapparent conditions of the property or adverse environmental conditions (including the presence of hazardous wastes, toxic substances, etc. ) that would make the property more or less valuable, and has assumed that there are no such conditions and makes no guarantees or warranties, express or implied, regarding the condition of the property. The appraiser will not be responsible for any such conditions that do exist or for any engineering or testing that might be required to discover whether such conditions exist. Because the appraiser is not an expert in the field of environmental hazards, the appraisal report must not be considered as an environmental assessment of the property. 7. The appraiser obtained the information, estimates, and opinions that were expressed in the appraisal report from sources that he or she considers to be reliable and believes them to be true and correct. The appraiser does not assume responsibility for the accuracy of such items that were furnished by other parties. 8. The appraiser will not disclose the contents of the appraisal report except as provided for in the Uniform Standards of Professional Appraisal Practice. 9. The appraiser has based his or her appraisal report and valuation conclusion for an appraisal that is subject to satisfactory completion, repairs, or alterations on the assumption that completion of the improvements will be performed in a workmanlike manner. 10. The appraiser must provide his or her prior written consent before the lender/client specified in the appraisal report can distribute the appraisal report (including conclusions about the property value. the appraiser's identity and professional designations, and references to any professional appraisal organizations or the firm with which the appraiser is associated) to anyone other than the borrower; the mortgagee or its successors and assigns; the mortgage insurer; consultants; professional appraisal organizations; any state or federally approved financial institution; or any department, agency, or instrumentality of the United States or any state or the District of Columbia; except that the lender/client may distribute the property description section of the report only to data coUection or reporting service(s) without having to obtain the appraiser's prior written consent. The appraiser's written consent and approval must also be obtained before the appraisal can be conveyed by anyone to the publiC through advertising, public relations, news, sales, or other media. Freddie Mac Form 439 6-93 Page 1 of2 Fannie Mae Form 1004B6-93 . , File No. 04-0198 . APPRAISERS CERTIFICATION: The Appraiser certifies and agrees that: . 1. I have researched the subject market area and have selected a minimum of three recent sales of properties most similar and proximate to the subject property for consideration in the sales comparison analysis and have made a dollar adjustment when appropriate 10 reflect the market reaction to those items of significant variation. If a significant item in a comparable properly is superior 10 , or more favorable than, the subject property, t have made a negative adjustment 10 reduce the adjusted sales price of the comparable and, if a significant item in a comparable property is inferior to, or less favorable than the subject properly, I have made a positive adjustment to increase the adjusted sales price of the comparable. 2. I have taken into consideration the factors that have an impact on value in my development of the estimate of market value in the appraisal report. I have not knowingly withheld any significant information from the appraisal report and I believe, to the best of my knowledge, thai all statements and information in the appraisat r eport are lrue and correct. 3. I stated in the appraisal report only my own personal, unbiased, and professional analysis, opinions, and conclusions, which are subject only to the contingent and limiting conditions specified in this form. 4. t have no present or prospective interest in the property that is the subject to this report, and I have no present or prospective personal interest or bias with respect to the participants in the transaction. I did not base, either partially or completely, my analysis andfor the estimate of market value in the appraisal report on the race, color, religion, sex, handicap, familial status, or national origin of either the prospective owners or occupants of the subject property or of the present owners or occupants of the properties in the vicinity of the subject property. 5. I have no present or contemplated future interest in the subject property, and neither my current or future employment nor my compensation for performing this appraisal is contingent on the appraised value of the property. 6. I was not required to report a predetermined value or direction in value that favors the cause of the client or any related party, the amount of the value estimate, the allainmenl of a specific result, or the occurrence of a subsequent event in order to receive my compensation and/or employment for performing the appraisal. I did not base the appraisal report on a requested minimum valuation, a specific valuation, or the need to approve a specific mortgage loan. 7. I performed this appraisal in conformity with the Uniform Standards of Professional Appraisal Practice that were adopted and promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were in place as of the effective date of this appraisal, with the exception of the departure provision of those Standards, which does not apply. I acknowledge that an estimate of a reasonable time for exposure in the open market is a condition in the definition of market value and the estimate I developed is consistent with the marketing time noted in the neighborhood section of this report, unless I have otherwise stated in the reconciliation section. 8. I have personally inspected the interior and exterior areas of the subject property and the exterior of all properties listed as comparables in the appraisal report. I further certify that I have noted any apparent or known adverse conditions in the subject improvements, on the subject site, or on any site within the immediate vicinity of the subject property of which I am aware and have made adjustments for these adverse conditions in my analysis of the property value to the extent that I had market evidence to support them. I have also commented about the effect of the adverse conditions on the marketability of the subject property. 9. I personally prepared all conclusions and opinions about the real estate that were set forth in the appraisal report. If I relied on significant professional assistance from any individual or individuals in the performance of the appraisal or the preparation of the appraisal report, I have named such individuat(s) and disclosed the specifiC tasks performed by them in the reconciliation section of this appraisal report. I certify that any individual so named is qualified to perform the tasks. I have not authorized anyone to make a change to any item in the report: therefore, if an unauthorized change is made to the appraisal report, I will take no responsibility for it. SUPERVISORY APPRAISER'S CERTIFICATION: If a supervisory appraiser signed the appraisal report, he or she certifies and agrees that I directly supervise the appraiser who prepared the appraisal report, have reviewed the appraisal report, agree with the statements and conclusions of the appraiser, agree to be bound by the appraiser's certifications numbered 4 through 7 above, and am taking full responsibility for the appraisal and the appraisal report. ADDRESS OF PROPERTY APPRAtSED: 1331 Church Street. BoilinCl SorinCls, PA 17007 APPRAtSER: SUPERVISORY APPRAISER (only if requtred) ~. ,,~ ' .. Q (;,' . .-. \...-i.,/I ' Signature: &~l,l/J:;~.t,/-€.",&....z(/ " A",,~j' t, i! Signature: ~ '_ I --tj- Name: Cassandra J. Crockett .. Name: Steven W. Barrett. SRPA. SRA Date Signed: 12/08/2004 Date Signed: 12108/2004 State Certification #: RL-001348-L State Certification #: GA-000298-L or State License #: or State license #: RB-026921-A State: PA State: PA Expiration Date of Certification or License: June 30. 2005 Expiration Date of Certification or License: June 30. 2005 o Did 00 Did Not Inspect Properly Certified Residential Appraiser Certified General Appraiser Freddie Mac Form 4396-93 Page2of2 Fannie Mae Form 1004B6-93 Dee 06 04 02:41p CIS 13029342136 p.l - ~ M&fBank . 499 Milchcll Road, Millshoro. DE 19966 Mall Coi,le DU.MB-12 rhollc (MKH) 502-4349 FUll (3(2) 934-2'155 December 6, 2004 Fax: 717-243-1850 MDW & 0 Attorneys At Law 10 East High Street Carlisle, Pennsylvani.. 17013 Re: Rstate of: Florenc~ A Clair Social S~curitv: 195-16-3930 Date o(Death: October 28. 2004 Dcar Sir or Madam: PCI' your inquiry dated November 24, 2004, please be advised that at the time of death, tho above-named decedent had on dcpt)sit with this brulk the following: I. '(vpe of Account Checking Account ACCOWll Number 22806148 Ownership (Name.\' oj) Florence D Clair. William L Clair Opening Dale 4/28/70 C/O.I',,<i /21/104 Balance on Date (~rDealh $2,944.44 Accrued Interest $ 0./0 Tutu! $2.94454 ,..". Please he advi5Cd, there was no Sl.lf(_~ deposit box found for the above decedent. For further aCcount information, regarding own(.rship, e1m.ures and/or rcirnburscmcnt of funds, etc., pJease call the Sprin~ Co,""en Olliee 11717-240-4525. Sincerely, i'lft /'''1 (t:~f'..{7 Nancy Clagett Records Managemenl dei/ilL {" ,I L / .. ..~~ WACHOVIA . Reference ill: 1072406 Wachovia Bank N.A. Balance Confirmation Services POBox 40028 Roanoke, V A 24022-7313 December 1, 2004 MARTSON DEARDORFF WILLIAMS & OTTO TEN EAST HIGH STREET CARLISLE, PA 17013 SUBJECT: Verification I Confirmation of Account and Balance Information provided for: Customer: FLORENCE A CLAIR (SSN# 195-16-3930) Date of Death: October 28, 2004 Denosit Account Information Account Account Date of Death Average Date Maturity Interest Accrued VTD Date Type Number Balance Balance* Opened Date Rate Interest Interest Paid Closed CHECKING 1010049591475 $30,890.22 4/26/2002 $t5.07 $195.81 LEGAL TITLE: FLORENCE A CLAIR ROBERT L CLAIR ACCOUNT AS TITLED SINCE OPENING .~~-.~ * Due to system limitations, we can only provide a twelve month average balance on depository accounts. No Safe Deposit Box found for customer. * Date of death balance does not include accrued interest. * If date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were m duringtkattimep?hc~ an c uire Servicentcr Associate Phone: (540)563-7323 lI;dm 0000 000614 [; J~JJc 'f II ~ I F\FILES\DA TAFILE\EST ATESII0262.I.acoount.fonnal IN RE: ESTATE OF : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA FLORENCE A. CLAIR, : ORPHANS' COURT DIVISION DECEASED : NO. 2004-01038 FIRST AND FINAL ACCOUNT OF ROBERT L. CLAIR, EXECUTOR OF THE ESTATE OF FLORENCE A. CLAIR, LATE OF MONROE TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA Date of Death: October 28, 2004 Letters Testamentary Granted: November 16, 2004 Letters Advertised: Sentinel - November 24, December 1 & 8, 2004 Cnmberland Law Journal- December 3, 10 & 17, 2004 Account Stated to May 5, 2005 *The account also indicates the proposed distribution of the estate. SUMMARY PRINCIPAL Receipts $ 136,287.11 Conversions to Cash 200.63 136,487.74 Less Disbursements -26.452.70 .. j-0 Balance Before Distributions '110,035.04 - Distributions to Beneficiaries 0.00 Principal Balance Remaining 110,035.04 INCOME Receipts 44.31 Less Disbursements 0.00 Balance Before Distributions 44.31 Distributions to Beneficiaries 0.00 Income Balance Remaining 44.31 COMBINED BALANCE REMAINING ~ 110.079.35 V- .... PRINCIPAL RECEIPTS Real estate located at 1331 Church Street, Boiling Springs, P A $ 110,000.00 M&T checking account #22806148 2,944.54 89 shares MetLife 3,337.06 Robert L. Clair, advance to the estate 20,000.00 Comcast, refund of service 5.51 TOTAL $ 136,287.11 PRINCIPAL CONVERSIONS TO CASH GAIN/LOSS 89 shares, MetLife: Cost basis: 3,337.06 Redemption: 3.537.69 $ 200.03 TOTAL $ 200.03 PRINCIPAL DISBURSEMENTS M&T Bank, checking account #22806148, outstanding checks on date of $ 551.00 death Carlisle Pathology Associates, account payable 34.14 Mary Murry, Monroe Township Tax Collector, 2004 real estate taxes 269.29 Carlisle Orthopedic, account payable 6.96 Monroe Township Municipal Authority, sewer/water 234.30 Eby Granite Works, marker engraving 90.00 Ewing Brothers Funeral Home 7,362.50 Cumberland Crossings, account payable 4,519.67 Continuing Care RX, account payable 382.68 S.W. Barrett Real Estate & Appraisal Services 275.00 Mutual of America, reimbursement of benefit 75.70 Shipley Energy, fuel oil service 378.00 Pinker & Associates, account payable 34.02 -2- . , Cumberland-Goodwill Fire Rescue, account payable 45.45 Central Penn Medical Group Emergency, account payable 29.20 Met Ed, electric service 137.26 Register of Wills, Agent, Inheritance Tax payment 4,676.82 Reserved for future disbursement: Martson Deardorff Williams & Otto, attorneys' fees 6,000.00 Martson Deardorff Williams & Otto, disbursements 529.71 Probate fee 216.00 Additional Probate fee 35.00 Copies for bringdown 1.50 Recorder of Deeds, recording fee 38.50 The Sentinel, advertising Letters Testamentary 144.29 Cumberland Law Journal, advertising Letters Testamentary 75.00 Certified mailing, Department of Public Welfare 4.42 Register of Wills, filing fee, Inheritance Tax return 15.00 Reserved for additional filing fees and miscellaneous expenses 600.00 Andorra Radiology, pending payment from BC/BS 221. 00 TOTAL $ 26,452.70 INCOME RECEIPTS M&T Bank, checking account #22806148, interest through closing $ 0.23 M&T Bank estate checking account #9835620858, interest through 5/1105 3.14 MetLife, dividend 40.94 TOTAL $ 44.31 -3- , . COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ) Robert L. Clair, being duly sworn according to law, deposes and says: That he is the Executor ofthe Estate of Florence A. Clair, deceased; that he has fully and faithfully discharged the duties ofhisr office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that to his knowledge, there are no claims now outstanding against the Estate; that all taxes presently due from the estate have been paid; and that the Grant of Letters Testanlentary and the first complete advertisement thereof occurred more than four (4) months before the filing of the Account. <~d C\b-~' Robert L. Clair, Executor SCHEDULE OF PROPOSED DISTRIBUTION Robert L. Clair, Executor of the Last Will and Testanlent of Florence A. Clair, deceased, proposes to distribute the balance in his hands, to wit: $110,079.35, in accordance with the said Last Will and Testanlent as heretofore filed in the Office of the Register of Wills ofCumber\and County, Pennsylvania, as follows: TO: Robert L. Clair, per Item Second of said Will: In Kind: Real Estate located at 1331 Church Street, Boiling Springs, P A $ 110,000.00 Cash 79.35 Total $ 110,079.35 TOTAL BALANCE FOR DISTRIBUTION $ 110,079.35 STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION The above distribution is proposed in accordance with the Last Will and Testament of Florence A. Clair. ~~~f ",--J' CDc~ Robert L. Clair, Executor Sworn and subscribed to before me this ~ day of ~ ,cA;tl(-. ~#ff Notary Public NOTARIAL SEAL 4- VICTORIA l. OTTO, NOTARY PUBLIC CARLISLE BORON CUMBERLAND COUNTY MY COMMISStO EXPIRES DEC. 2 2006 ',I " ii ..w- , 'i LAST WILL AND TESTAMENT OF il FLORENCE A. CLAIR Ii I, FLORENCE A. CLAIR, a legal resident of Allen, ClUTIberland County, P II sylvania, being of sound and disposmg mind, memory and understanding, do hereby ; make, publish and declare this as and for my Last Will and Testament, hereby 11 revoking all other wills and codicils heretofore made by me. FIRST: I direct that all my just debts and funeral expenses, in- I, eluding my grave marker, shall be paid from the assets of my estate as soon as 1 practicable after my decease. SECOND: I devise and bequeath the residue of my estate, of every nature and wherever situate, to my husband, WILLIAM 1. CLA.IR, providing he shall survive me by thirty (30) days. Should my husband, W-illiam 1.,. Clair, predecease me or die on or before the thirtieth day following my death., I devise and be- queath the residue of my estate. of every nature and wherever situate, to my son ROBERT L. CLAIR. TIURD : I direct that all taxes that may be assessed in consequenc of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. FOUR1H: I nominate, constitute and appoint my husband, William L. Clair, F~ecutor of this my Last Will and Testament. In the event of the renun- ciation, death, resignation, or inability to act for any reasos whatsoever of my said husband, I nominate, constitute and appoint my son, Robert L. Clair, Execu- tor of this my Last Will and Testament. I herebY relieve my Executor from the necessity of posting security in connection with his duties as such in any juris diction in which he OT she ma.y be called upon to act insofar as I am able by law to do so. IN WI1NESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this 02/ day of September, 1974. r:-9/Ai"JU'A Ci'. ej'r>,~) (SEAL) F orence . ClaIr I II Signed, sealed, published and declared by the above named Testatrix, I Florence A. Clair, as and fOT her Last Will and Testament, in the presence of us I who, at her request, in her sight and presence, and in the sight and presence of I each other, have hereunto subscribed our names as witnesses. .f}~/)//J~ 7YJ-.~~ -m .~ j,J 1 LAW OFFICE!> I..ANOI$ 8: BLACK "LISLE. PENNSYLVANIA J~juclL~ "A" ". I hereby CertJty that _ notlcn 01 the filing of thts Statement 01 PtopOlled OlalrlbuUon. and of lIle dale. lime and Place wilen the _ WIll be ~ 10 the Cowt for oo,6-'k., and of the IaaI day 10 life written oIlfec:lIons 10 aeid Sletement of PrClpOeed 0IIlrlbull0n. haa been QMln 10 8IIery unpaid claimant and 10 -r oIher P8/8On Ionown 10 the accountant to have Of daim an Interest In the ell/ate as crediIor, benelidaty, heft Of next of kin. 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""""" of"'llIJng at this ' ;; ;; ~ time and place r Dlstrlbution, and of the date, -; '0 s: i(n the Court the same will be Pf'88enaed to ~ 0 0' ~ written for 00I6,~ and of the leIC day to file : 't:l ~ ~ ~ ~ aeld Statement of PrOpoted ~ : g ;t and to ~ other 0Mln to 8Yery unpaid claimant 0. 0. ~ have or claim an ~lnknowth n to the accountantto ,b. ~ ~ ~ :t beneflcl .......tolJl e estate as eteditor ,- '::T -. I ary, heir or next of kin' ;. ! ; A copy of said Statement . . CD . Q. . was Included with the notice. ~ ~ n ;;;1 0;;;1 :t ~ ~ $: n C :::l t"" "Z ..., 0 >- ::r::." ~L; ~ C tn ~ ~ ~ t"rj ~ ~ I~ tJ:j ...., :r: '" >- ~ '" ~ U 1;;-' o f;;:'l ~ 0 o~. ....,:;dC~ o~~ z - ~ >< z Z" > 0 t""' ...., ~ r- trl >-:j:I: '" . U "-- ...., tJ:j t"rj i-O t""' n ':::)~21R'~ ~) t"rjt"rjo~ fl ::r::>0 :::; z:r: n n~ >- ~ O~'Tjt;l 0 Z z>~S ~"'VlO '" N::-" 'Tj"'"t:I ~:;d oZUr- N~"" C :::. r-- ."t""':;d;g t;I trJ trJ . 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NBI:>!}9uaq 'JOl!paJO sa ~~ ~ U! 199J6lU! ue w!eto 10 a^ell OllU8lUflOOOO at>> ell UMOU>j IJOSJsd JEnnO lue^a Ol pue lUBUJ!9tO P!8dun I.J&MJ 01 U9N6 uaeq sell 'lUf'lOOO'o' PIes Ol suow>efqo UaU!JM alU Ol ^8P 1881 9t.p JO puB lJO!IBWJgUOO ~ lJno:) 911l Ol p8lueeeJd eq lJIM 9W88 8\U U8qM eoeld puB 9Wll'9l8P 8t.ll JO pua 'JUflOOOV lit.>> ~o Buml aLA JO aOllOu Ue~IJM l8LA ~eo ^q8J&4 I ~ F\FILESIDA T AF1LEIEST A TESl10262 Idecree,rea1.estate Created 6723/05316PM .' ..->< Relw;ed 6/23/05352PM IN RE: ESTATE OF : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS' COURT DIVISION FLORENCE A. CLAIR, DECEASED : NO. 21-04-1038 DECREE AWARDING REAL EST A TE AND NOW, this day of , 2005, it appearing that the First and Final Account and Statement of Proposed Distribution of Robert L. Clair, Executor ofthe Estate of Florence A. Clair, late of Monroe Township, Cumberland County, Pennsylvania, have been filed and advertised in accordance with law and rules of Court and the same have been confirmed by the Orphans' Court of Cumberland County, Pennsylvania, on June 21,2005, and it appearing that said Executor, Robert L. Clair in his Statement of Proposed Distribution claims the distribution of the real estate in kind to Robert L. Clair, it is ordered, adjudged and decreed that the hereinafter described real estate is hereby awarded to Robert'L. Clair and his assigns: Parcel No. 22-28-2401-095 ALL THAT CERTAIN tract of land situate in Monroe Township, Cumberland County, Pennsylvania, more particularly described as follows: BEGINNING at a pin located on the public road leading from Churchtown to Boiling Springs; thence by lands now or formerly of Mildred Sheaffer, South 59 degrees 5 minutes East 80 feet to a pin; thence along lands now or formerly of Blain L. Wickard, et ux, South 42 degrees 5 minutes West 60 feet to a pin; thence by lands of the same, North 59 degrees 5 minutes West 114 feet to a point in the center line of the public road leading from Churchtown to Boiling Springs; thence along the center line of said public road North 63 degrees 30 minutes East 44.1 feet to a point in the center of said public road; thence South 25 degrees East 16.5 feet to an iron pin on the Southern boundary of the said public road leading from Churchtown to Boiling Springs; thence North 43 degrees 30 minutes East 34.4 feet to an iron pin located in the same public road leading from Churchtown to Boiling Springs and being the place of BEGINNING CONTAINING .13 acre, more or less. BEING the same premises which Bessie M. Dunkleberger, widow, by Deed dated August 10, 1977, and recorded in Cumberland County, P A, Deed Book "I" Volume 27, Page 765, granted and conveyed unto William L. Clair and Florence A. Clair, his wife. William L. Clair died May 27,2001. The said Florence A. Clair having died ... " ' , . . October 28, 2004, Letters Testamentary were granted unto Robert L. Clair by the Register of Wills of Cumberland County. The Recorder of Deeds in and for said County of Cumberland is directed to record this Decree among the deeds in his official capacity and to index the same in the Grantor index against the Estate of Florence A. Clair and in the Grantee index to Robert L. Clair, in accordance with the Pennsylvania Probate, Estates and Fiduciary Code of 1972, as amended, Sections 3534-3536. By the Court, J. r..,..~; , '. ... ."'~ .. .. . . . . CERTIFICATION OF ADDRESS I hereby certify the precise residence and complete post office address ofthe within named Grantee is 307 Old Stonehouse Road, Boiling Springs, Pennsylvania, 17007. Dated: ~a]JIflH ) Hillary A. an, EsqUire Attorney for Estate ofPlorence A. Clair (NTS) MARTSON DEARDORFF WILLIAMS & OTTO 0 INFORMATION' ADVICE' ADvOCACY ATTORNEYS & COUNSELLORS AT LAW TEN EAST HIGH STREET CARLISLE, PENNSYLVANIA 17013 TELEPHONE (717) 243-3341 F IFILESIDA T AFlLEIEST A TESII0262, l,decree,realestate Created 6/23/053:16PM . , RC\<ecd: 6/23/05 3:52PM IN RE: ESTATE OF : IN THE COURT OF COMMON PLEAS OF ~ CUMBERLAND COUNTY, PENNSYLVANIA FLORENCE A. CLAIR, DECEASED ORPHANS' COURT DNISIQ~ECEIVED JUN 2. 7 ZOOV^ NO. 21-04-1038 DECREE AWARDING REAL ESTATE AND NOW, this 2 1] tL day of J'v.JlC- , 2005, it appearing that the First and Final Account and Statement of Proposed Distribution of Robert L. Clair, Executor of the Estate of Florence A. Clair, late of Monroe Township, Cumberland County, Pennsylvania, have been filed and advertised in accordance with law and rules of Court and the same have been confirmed by the Orphans' Court ofCumber\and County, Pennsylvania, on June 21, 2005, and it appearing that said Executor, Robert L. Clair in his Statement of Proposed Distribution claims the distribution of the real estate in kind to Robert L. Clair, it is ordered, adjudged and decreed that the hereinafter described real estate is hereby awarded to Robert L. Clair and his assigns: Parcel No. 22-28-2401-095 ALL THAT CERTAIN tract of land situate in Momoe Township, Cumberland County, Pennsylvania, more particularly described as follows: BEGINNING at a pin located on the public road leading from Churchtown to Boiling Springs; thence by lands now or formerly of Mildred Sheaffer, South 59 degrees 5 minutes East 80 feet to a pin; thence along lands now or formerly of Blain L. Wickard, et ux, South 42 degrees 5 minutes West 60 feet to a pin; thence by lands of the same, North 59 degrees 5 minutes West 114 feet to a point in the center line of the public road leading from Churchtown to Boiling Springs; thence along the center line of said public road North 63 degrees 30 minutes East 44.1 feet to a point in the center of said public road; thence South 25 degrees East 16.5 feet to an iron pin on the Southern boundary of the said public road leading from Churchtown to Boiling Springs; thence North 43 degrees 30 minutes East 34.4 feet to an iron pin located in the same public road leading from Churchtown to Boiling Springs and being the place of BEGINNING CONTAINING .13 acre, more or less. BEING the same premises which Bessie M. Dunkleberger, widow, by Deed dated August 10, 1977, and recorded in Cumberland County, PA, Deed Book "I" Volume 27, Page 765, granted and conveyed unto William L. Clair and Florence A. Clair, his wife. William L. Clair died May 27,2001. The said Florence A. Clair having died REGISTER OF WILLS OF CUMBERLAND COUNTY STATUS REPORT UNDER RULE 6.12 (For Resident Decedents Dying After July 1, 1992) Name of Decedent: FLORENCE A. CLAIR Date of Death: October 28, 2004 File No. : 21-04-1038 Social Security No. : 195-16-3930 Pursuant to Rule 6.12 ofthe Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state thefollowing: a. Did the personal representative file afinal account with the Court? Yes X No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals offormal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. O.~ Signature. Name: Address: Hillary A. D a, squire MARTS ON EARDORFF WILLIAMS & OTTq<, Ten East High Street )' Carlisle, P A 17013 -, (717) 243-3341 Counsel for personal representative .._':::l Date: August 29,2005 F,IFILESIDA T AFILE\EST A TESI I 02621srep <:') U', cA