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Home My WebLink About04-1065PETITION FOR PROBATE and GRANT OF 'LETTERS Estate of JOAN D. BAIR No. also known as .EDITH JOAN BAIR To: Deceased. Social Security No. 201-16-1466' The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older arrtthe executors in the last will of the above decedent, dated Auqust 15 and codicil(s) dated N/A Register of Wills for the County of Cumberland Commonwealth of Pennsylvania in the named 2002 (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with h er last family or principal residence at 100 East Locust Street, Borough of Mechanicsburq (list street, number and muncipality) Decendent, then 83 ' years of age, died October 8 ,xt/9 2004., at Carolyn Croxton Slant Hospice, Harrisburq, PA 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: no 'excepti.ons. Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ (If not domiciled ia Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: 100-102 East Locust Street 62,000.00 138,000.00 Mechani.csburq, PA 17055 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codiCil(s) presented herewith and the grant of letters testamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. L'. v }'Il 1'1 i~11II '/~alr 225 North Ridge Drive Perrysburg, OH. 43551 Enola, PA 17025 donanna BaJcr 15eeg~le 7 Wyoming Avenue OATH OF' PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND 3 ' ~': The petitioner(s) above-named swear(s) or affirm(s) that the statements in the for~ing petition are true and correct to the best' of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will wel[ and trUly administer the estate according to law. Sworn to or affir~0~ and subscribed j- be.fgre me, this I~/ day of --,~,, ~ . ' ~egister Estate Of JOAN D. BAIR, a/k/a EDITH JOAN BAIR 9 Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW fl~ 2004, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated August 15, 2002 described therein be admitted to probate and filed of record as the last will of aoan D. Bait, a/k/a Edith Joan Bair ; and Letters Testamentary are hereby granted to Johanna Bair Beeqle and C. William Bair FEES Probate, Letters, Etc .......... $ Short Certificates( ) .......... $. Renunciation ................ $ $ TOTAL $. Filed .................... : .............. Marlin R. McCaleb- (06353 A'I"rORNEY(Sup, Ct.I.D. No.) 219 Easfi Main S't'ree%,' P.O. Mechanicsburg, PA 17055 Box 230 ADDRESS (717 691-7770 PHONE REGISTER OF WILLS OF CUM~E~,~ COUNTY OATH OF SUBSCRIBING WITNESS Marlin R. McCaleb Sworn to or affirmed and subscribed before me this day of ~ 2004 (n~lx) a subscribing witness to the will presented herewith,~(wa~, being duly qualified according to law, depose(s) and say(s) that I was present and saw Joan D. Baig a/k/a Edith Joan Bair , the testat r~x , sign the same and that I signed as a witness at the request of testat rix in her presence and (ia:~l~g~m~ra~g~xa~mdamtt~x) (in the presence of the other subscribing witness(es)). /4~~~~ Mar l~n~.~. McCaleb 219 E. Main Str~e~,e~echanxcsburg, PA Regbter (Address) REGISTER OF WILLS OF OATH OF NON-SUBSCRIBING WITNESS (Name) (Addrem) ~' COUNIt~ cC 17055 (each). a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that familiar with the signature of ., codicil testat.__ of (one of the subscribing witnesses to) the will presented herewith and codicil that believes the signature on the will is in the handwriting of testat.__ believes the signature of the will presented herewith and that codicil believes the signature on the will is in the handwriting of to the best of knowledge and belief. Sworn to or affirmed and subscribed before me this day of (Name) 19__ Regbter (Address) (Name) (Address) REGISTER OF WILLS OF cua~.~,~ COUNTY OATH OF SUBSCRIBING WITNESS Marlin R. McCaleb Sworn to or affirmed and subscribed before me this day of ~ 2004 ~ei~) a subscribing witness to the will presented herewith,~(~ being duly qualified according to law, depose(s) and say(s) that I was present and saw Joan D. Bai~ a/k/a Edith Joan Bair , the testat r~x , sign the same and that I signed as a witness at the request of testat r±x in her presence and (in~tt~:~~f~lamel~r) (in the presence of the other subs cribi ng witness(es)). ~.'~--/~~~ ~--~ //_ ~ ~ /~ ~'~/~ 1~ Mar Tln.~R. ~cCaleb {l'~ame! 219 E. Main Street, %4echanicsburg, PA Register (Address) (Name) REGISTER OF WILLS OF OATH OF NON-SUBSCRIBING WITNESS (Addre~) ~ COUN'[~ 17055 (each). a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that testat.__ that testat.__ of (one of the familiar with the signature of ., codicil subscribing witnesses to) the will presented herewith and codicil believes the signature on the will is in the handwriting of believes the signature of the will presented herewith and that codicil believes the signature on the will is in the handwriting of to the best of knowledge and belief. Sworn to or affirmed and subscribed before me this day of 19__ Regbter (Name) (Address) (Name) (Address) REGISTER OF WILLS OF cu~r,~,~o COUNTY OATH OF SUBSCRIBING WITNESS Emily A. Joerg ~ a subscribing witness to the will presented herewith, (~al~) being duly qualified according to law, depose(s) and say(s) that I was present and saw Joan D. Bair, a/k/a Edith Joan Bair the testatr±x , sign the same and that I signed as a witness at the request of testatrix in h er presence and (~l~egen~gam~:~l~) (in the presence of the other subscribing witness(es)). Sworn to or affirmed aid subscribed before me~s . /_,-'- 7'~ day of 9',~,'¢,~-0,o- ./") / ..-, ~_ ~oo4 No-t~y ~u%l ic ~ r Nom~ Se~ Madin R. Mc'Caleb, Notary Public Mechanicsburg Bom, Cumberland County My Commission Expires Dec. 14, 2006 Member, Pennsylvania Association Of Notaries ~h~erg 219 E. Main Street, Mechanicsburq, PA 17055 (Address) (Name) (Address) REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS :--- (each). a subscriber hereto, (each) being duly qualified according to law, depOse(s) and~.~=ay(s) that' familiar with the signature of , codicil testat.__ of (one of the subscribing witnesses to) the will presented herewith and codicil that believes the signature on the will is in the handwriting of testat__ believes the signature of the will presented herewith and that codicil believes the signature on the will is in the handwriting of to the best of knowledge and belief. Sworn to or affirmed and subscribed before me this day of 19 Register (Name) (Address) (Name) (Address) OATH OF PERSONAL REPRESENTATIVE STATE OF OHIO: : SS COUNTY OF WOOD: The petitioner above-named swears or affirms that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner and that as personal representative of the above decedent petitioner will well and truly administer the estate a~cco~irg~ to law. , Sworn to or a f fi rmed and subscribed before me C. 'Wfll~'a~n this_.~= r~ day of ~. , 2004. Judge Glenda Farner Strasbaugh Register of Wills & Clerk of the Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esquire Solicitor OFFICES OF One Courthouse Square Carlisle, Pa. 17013 (717) 240-6345 FAX (717) 240-7797 egist£r of i tills anl (gle 0i (gourt ~;ount~ of ~;u~erianU Commonwealth of Pennsylvania: County of Cumberland: BE IT REMEMBERED that I, Glenda Farner Strasbaugh, Register of Wills of Cumberland County, Pennsylvania, do hereby deputize and commissionate the Honorable David Woessner, Judge of the Wood County Court of Common Pleas, Probate Division, Wood County, Ohio, to take the affidavit and oath of C. William Bair, Co- Executor in the Petition for Letters Testamentary in the Estate of Joan D. Bair, also known as Edith Joan Bair, late of the Borough of Mechanicsburg, Cumberland County, Pennsylvania, deceased. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed my official Seal this ~day of ~~1~/ 2004. Glenda Farner Strasbaugh ~/ Register of Wills Cumberland County, Pennsylvania his is lo certify dmt the information here given is correctly copied fi'om an original certificate of death duly filed with me as Local Registrar. Thc original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate. $2.00 P 10667600 No. Local Registrar Rev 2/~7 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH ,,^,~ ~,~,~. . HAME OF DECEDENT (FirSt, M~#e, Last) Joan D. Ba~r s~, [ SOCIAL SECURITY NUMBER I OATE O ....... ( t £emale a. 201- 16 - 1466 ,.October 8., 2004 upu,~au-":n~ ~ .qus-uehanna , FACIL,~ ~E (~f~ ,P~t~. ~ ~t~ ~) - IWAS ~NT ~ HISPANIC ORIGIN? [RACE- A ....... Ind,an Black ~,,o ~ Carolyn croxton ~laln Hospice Resldenc~/~ Y~R ~ If yes, ...... "P~ Cuban,[(~o~c~v~ White 3uu ~as[ LOCUSt ~[reet I ACTUAL Iia, S~ ~ ~7¢' D Y~, ~ liv~ m ~P Mechanicsburg, Pa. 17055 I~'~, Cumberland~p,"'~' w~.ffi~.~,,~ Mechanicsburg FATHER'S~ME(FimtM~Ia. Laa) William Daniel MOTHE~S~ME(F~.Mi~e.M~) Carolyn Kin9 Johanna Beegle ~. ~h~~l~, ~ 17025 [m~at,(~ ~ O~r'S "' DI1~ ~ v'~l ' ' Oct 13 2004 ~echanicsburg Cemetery Mechanicsburg, Pa 17055 SIC~RE~ ¢~RA~R~NSEEORPER~AS S~H I UCENSE NUMBER FD 012662 L I~ME~DA~ESSOF FACILI~ ,~Oe~ ~ ~ /~ ~ I-~ ~ ~ - I~. Myem Funeral Home. Inc. 37 East Main Slreet Mechanmcsburg. Pa 170{ ~ 3~ ~ ~ ' ~ P~CEOFINJURY-At~.f~.I~.~.O~ IL~ATl~(nre..Ci~ ,S 'CER~lNGpHY~A~(~y~~n~y~anhas~on~n~d~tha~e~ditem23) ~ ~/~(~ ~5 ~ . ~ On me ba~l~ ~ examln~on ~ m~g~, Iq my o~nlon, dea~ ~cu~d at me thne, ~.te, a~ place, ,nd d~ to the ~u~) and ~ . ~ ~'' '2 ~ '.;~ x .4 J ~ ,.~ . q PERMANENT BI.ACK INK 6- LAW o FFICE-~ MARLIN R. McCALEB LAST WILL AND TESTAMENT I, JOAN D. BAIR, of the Borough of Mechanicsburg, County of Cumberland and Commonwealth of Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former wills and codicils by me at any time heretofore made. FIRST. I order and direct that all my~.....;,,~* debts and funeral expenses be paid by my Go-Executors, hereinafter named, as soon as conveniently may be done after my decease. SECOND. I give, devise and bequeath my house and real estate known and numbered as 100-102 East Locust Street, Borough of Mechanicsburg, Cumberland County, Pennsylvania, unto my daughter, JOHANNA BAIR BEEGLE, j~, , absolutely and in fee simple, if she survives me. ~.L:~ THIRD. I order and direct that all the rest, residue and reminder of my estate, real, personal and mixed, whatsoever and wheresoever sit~ate, be distributed as follows: '.:: A. I give and bequeath an amount equal to five (5%) per centum of said residue unto my granddaughter, ALLISON A. BAIR, absolutely, if she survives me; B. I give and bequeath an amount equal to five (5%) per centum of said residue unto my grandson, ERIC W. BAIR, absolutely, if he survives me; and LANN OFFICES MARLIN R. McCALEB c. I give, devise and bequeath the remainder of said residue in equal shares unto my children, JOHANNA BAIR BEEGLE and C. WILLIAM BAIR, share and share alike, absolutely and in fee simple. If either of my children shall predecease me leaving lawful issue to survive me, then and in that event the share provided in the preceding sentence for such deceased child shall be paid over and distributed unto his or her said lawful issue per stirpes, said issue to take the ancestor's share by representation and not per capita. LASTLY. I nominate, constitute and appoint my children, JOHANNA BAIR BEEGLE and C. WILLIAM BAIR, Co-Executors of this, my Last Will and Testament, each to serve without bond in this or any other jurisdiction. IN WITNESS WHEREOF, I, JOAN D. BAIR, have hereunto set my hand and seal, to this, my Last Will and Testament, which consists of two (2) typewritten pages to each of which I have affixed my signature this ./~-'Z'~ay of ?" ~.~,_.~_.~-,_~~ , A.D., Two Thousand Two (2002). # ',__ ...Yp ~..,,~..~9.. /~ .,,,¢_.~..y,'/ (SEAL) The preceding instrument, consisting of this and one (1) other typewritten page, each identified by the signature of the Testatrix, was on the date thereof signed, sealed, published and declared by JOAN D. BAIR, the Testatrix therein named, as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto. -2- CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Joan D. Bair, a/k/a Edith Joan Bair Date of Death: October 8, 2004 Will No. 21-04-1065 To the Register: I certify that notice of beneficial interest and estate administration required by Rule 5.6(a) of the Orphans' Court Rules was personally served on the following beneficiaries of the above-captioned estate on November 24, 2004. Name Address C. William Bair 225 Northridge Drive Perrysburg, OH 43551 Johanna Bair Beegle 267 Wyoming Avenue Enola, PA 17025 Allison A. Bair 225 Northridge Drive Perrysburg, OH 43551 Eric W. Bair 225 Northridge Drive Perrysburg, OH 43551 Notice has now been given to all persons entitled thereto under Rule 5.6(a). Date: November 24, 2004 Marlin R. McCaleb Attorney I.D. No. 06353 219 East Main Street P.O. Box 230 Mechanicsburg, PA 17055 (717) 691-7770 FAX: (717) 691-7772 Counsel for Personal Representatives MARLIN R. McCALEB COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT_ 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND EST A T OFFICIAL RECEIPT BAIR C WilLIAM 225 NORTH RIDGE DRIVE PERRYSBURG, OH 43551 nn____ 101<1 ESTATE INFORMATION: SSN: 201-16-1466 FILE NUMBER: 2104-1065 DECEDENT NAME: BAIR JOAN 0 DATE OF PAYMENT: 06/08/2005 POSTMARK DATE: 06/08/2005 COUNTY: CUMBERLAND DATE OF DEATH: 10/08/2004 TOTAL AMOUNT REMARKS: C W BAIR CHECK# 136 SEAL INITIALS: VZ RECEIVED BY: REGISTER OF WILLS REV- 1162 EX(11-96l ETAX N ). CD 005406 ACN ASSESSMENT AMOUNT CONTROL NUMBER nh____ 101 I $41,346.75 I I I I I I I I PAID: $41,346.75 GLENDA FAR ER STRASBAUGH REGISTER OF WillS Register of Wills of CUMBERLAND County, Pe nsylvania INVENTORY Estate of Joan D. Bai r No. 21- 4-1065 also known as Edith Joann Bair Date of De h 10/08/2004 ,Deceased Social See rity No. 201-16 -1466 C. William Bair and Johanna Bair Bee Ie, Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following I ventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth ot Pennsylvania of said D cedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandu at the end of this Inventory. I !We verify that the statements made in this Inventory are true and correct. l!We understand th false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities Address: 219 East Main Street Address: Name of Attorney: Marlin R. McCaleb Esq. 1.0. No.. 06353 Mechanicsburg, PA 17055 Telephone. 717/691- 7700 Telephone: Dated: Description Value .'..1 (See continuation page(s) attached) (Attach additional sheets if necessary) Total: 359,119.13 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election f the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Prepared by the Pennsylvania Bar Association ('n"'vtl......t 1,.,\ 1l:il:i6 form software onlv CPSvstems,lnc. Form IIRW-7 (1992) INVENTORY Estate of: Date of Death: County: Joan D. Bair 10/08/2004 Cumberland PERSONAL PROPERTY: 1999 Cadillac Catera sedan. 8,500.00 Highrnark Blue Shield, - refund of medical insurance premium. 335.93 Household goods, contents, furniture and furnishings. 3,490.50 PA Department of Revenue, - 2003 personal income tax refund due to overpayment. 161.15 Travelers Insurance Co., refund of automobile insurance premium. 13.00 U. S. Treasury Note, 2 1/8 Note T 04; principal: $15,003.52; accrued interest: $138.59). 15,142.11 27,642.69 STOCKS/LISTED: 972.00 shares Be1lSouth Corporation, common 27,395.82 1,814.00 shares SBC Communications Inc 48,805.67 930.00 shares Verizon Communications, common 37,920.75 -1- 540.00 shares Vodafone Group PLC, common 13 ,354.20 REAL ESTATE/PA: House and apartment, - known and numbered as 100-102 East Locust Street, Borough of Mechanicsburg, Cumberland County, PA, acquired by Decedent by Decree Awarding Real Estate dated 08/24/1976, recorded in Deed Book "T", Volume 28, Page 841. 204,000.00 TOTAL RECEIPTS OF PRINCIPAL............... -2- 127,476.44 204,000.00 359,119.13 ====== ==== ~. / .~11 OFFICIAL USE ONLY ~.REV-1500 E>f;.t(6-00) \ FILE HUM ER CAPB HpRL EplO CRAC KOTK ES REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT D E C E D E N T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Bair Joan D. DATE OF DEATH(MM-DD-YEAR) 21-04-1065 DATE OF BIRTH (MM-DD-YEAR) COUNTY CO E YEAR SOCIAL sEe RITY NUMBER 201-16-1466 THIS RETU N MUST BE FILED IN DUPUCATEWlTH THE NUMBER EGISTER OF WILLS SOCIAL SEe RITY N MBER IF X 1. OrIginal Return 4. limited Estate X 6. Decedent Died Testate (Attach copy of WIIQ D 9. LItigatIon Proceeds ReceIved R date of death emalnder Return prior to 12-13.82) Federal Estate Tax Return Required Total Number of Safe Deposit Boxes 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach copy of Trust) D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) o D . Election to tax under Sec. 9113(A) (Attach Sch 0) P NAME COMPLETE MAILING ADDRESS C 0 0 Marlin R. McCaleb Es 219 East Main St eet R N FIRM NAME (If Appllcable) P. O. Box 230 R D E E Law Offices-Marlin R. McCaleb Mechanicsburg, P 17055 S N T TELEPHONE NUMBER C o M P T U A T X A T I o N R E C A P I T U L A T I o N o 1. Real Estate (Schedule A) (1) 2. Slocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or (3) Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 585,000.5 (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabil~ies, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (SchedUle J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (S) 950,310.02 (11) -31.493.27 (12) 918,816.75 (13) (14) 918,816.75 OFFICIAL USE ONLY 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(aX1.2) 16. Amount of Line 14 taxable at lineal rate 918,816.75 17. Amount cif Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. (15) (16) (17) (IS) (19) .0 0 .0 45 .12 .15 0.00 41,346.75 0.00 0.00 41,346.75 X X X X Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) , Decedent's Complete Address: STREET ADDRESS 100 East Locust Street CITY I STATE I ZIP Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due (Page I Line 19) ( ) 41, 2. Credits/Payments A. Spousal Poverty Credit 0.00 B. Prior Payments C. Discount Total Cred~s ( A + B + C ) (~) 346.75 0.00 3. InteresVPenalty If applicable D.lnterest E. Penalty Total Interest/Penalty ( 0 + E ) 4. If Line 2 is greater than line 1 ... Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Une 3;s greater than line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line S + SA. This is the BALANCE DUE. ( Make Check Payable to: REGISTER. OF WILLS, AGENT . . ." . ._..",.,.... _ _ , _, ,_, ._ . ._ ._,' ,_._ . ._ .",' ._ . .". ." ,'_' ,"._ i:!':::;,:i:H:1~]:~i~n!:~~!'i:!:!],;WUj!j!!!!jj!H!j1:lmj!lil.m~. mlm~f!!!~!~~!~~., ~j~~~~~@jlljjj!!1!i!!:;::::.U!! i!!i~):!:!:!!:.::!)lll~!]!!]!!!.:i!:i!i:n:l PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" iN TH 1. 0.00 0.00 41,346.75 0.00 41,346.75 Did decedent make a transfer and: a. retain the use or income of the property transferred; b. retain the right to designate who shall use the property transferred or its income; . c. retain a reversionary interest; or. . . d. receive the promise for life of either payments, benefits or care? 2. If death occurred after December 12, 1982, did decedent transfer property within one year of de th without receiving adequate consideration? . . . . . . . . . 3. Did decedent own an ~in trust for" or payable upon death bank account or security at his or her death? 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF ;;;;;;.:;m:m:mmJJ;;;;;:;;;;;;;!i;;;;;;;;;;;;;;;;;;;;;;;;;~~:::l~~:~:mm~;;\;~;;\;;;;; APPROPRIATE BLOCKS . Yes No ~~ D D []] [R] [R] D ES, E RETURN. Under penalties of perjury, I declare that I have examined this return, Including accompanying schedules and statements, and to the b correct and complete. Declaration of preparer other than the personal representatIve is based on all Information of which preparer ha SIGNATURE PERSON RESPONSIBLE FOR FILING RETURN ./ t of my knowledge and belief, it Is true, any knowledge. DATE rpl/Jo) DATE 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% [n P.S. 9"6 (a)(I.1)(;)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the u e of the surviving spouse is 0% [72 P. S. 9116 (a) (1.1) (in]. The statute does not exempt a transfer to a surviving spouse from tax, and the statu ory 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 a 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. 9116(aXI)j. The tax rate imposed on the net value of transfers to orfor the use of the decedent's siblings is 12% (72 P.S. 9~16(aXl.3)J. 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 ~doption. ......~~,..I...k+ {,,\ ?nnn fnrm ",nftware onlv The Lackner Group, Int:. Form REV-1500 EX (Rev. 6-00) ADDITIONAL Personal Representatives Estate of Joan D. Bair SS# 201-16-1466 10/08/2004 ************************************************* Under penalties of perjury, the undersigned declare th have examined this return, including accompanying sche statements, and to the best of their knowledge and beli true, correct and complete. Signature a N~e Address Line 1 Address Line 2 City, State, Zip ~hanna Bair Beegle 267 Wyoming Avenue Enola, PA 17025 Date --' u~/-Oj .~ \ ~ r-f) ~ t .J \" ~ I LAW OFFICES ~LIN R. MCCALEB LAST WILL AND TESTAMEN I, JOAN D. BAlR, of the Borough of Mechanicsburg, Co nty of Cumberland and Commonwealth of Pennsylvania, being of sound mind, m mory and understanding, do hereby make, publish and declare this as a d for my Last Will and Testament, hereby revoking and making void all former wi Is and codicils by me at any time heretofore made. FIRST. I order and direct that all my just debts and fun ral expenses be paid by my Co-Executors, hereinafter named, as soon as conv niently may be done after my decease. SECOND. I give, devise and bequeath my house and r al estate known and numbered as 100-102 East Locust Street, Borough of Me hanicsburg, Cumberland County, Pennsylvania, unto my daughter, JOHAN A BAIR BEEGLE, absolutely and in fee simple, if she survives me. THIRD. I order and direct that all the rest, residue and emainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, be distributed as follows: A. I give and bequeath an amount equal to five ( %) per centum of said residue unto my granddaughter, ALLISON A. BA R, absolutely, if she survives me; B. I give and bequeath an amount equal to five ( %) per centum of said residue unto my grandson, ERIC W. BAIR, absolut y, if he survives me; and L.AW OFFICES vtARLIN R. McCALEB ----- -"~---~-"---~-~-----",,,,---"----~---,-,--,,,---"'--~-'-.---- ,.; ~._--_._-_..,.._-~.~."" C. I give, devise and bequeath the remainder f said residue in equal shares unto my children, JOHANNA BAIR BEE LE and C. WILLIAM BAIR, share and share alike, absolutely and in fee si pIe. If either of my children shall predecease me leaving lawful issue to s rvive me, then and in that event the share provided in the preceding senten e for such deceased child shall be paid over and distributed unto his or her said lawful issue per stirpes, said issue to take the ancestor's share by rep per capita. LAsn Y. I nominate, constitute and appoint my child n, JOHANNA BAIR BEEGLE and C. WILLIAM BAIR, Co-Executors of this, my L Testament, each to serve without bond in this or any other ju isdiction. IN WITNESS WHEREOF, I, JOAN D. BAIR, have her nto set my hand and seal, to this, my Last Will and Testament, which consists of pages to each of which I have affixed my signature this C7JA~1~/ ( . ~ , A.D., Two Thousand Two (2002). p.E (SEAL) The preceding instrument, consisting of this and one ( ) other typewritten page, each identified by the signature of the Testatrix, was 0 the date thereof signed, sealed, published and declared by JOAN D. BAIR, th Testatrix therein named, as and for her Last Will and Testament, in the prese ce of us, who, at her request, in her presence, and in the presence of each other, ave subscribed our names as witnesses hereto. -2- 'REV-150Z EX +(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAA RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Joan D. Bair SSf! 201-16-1466 10/08/2004 21-04-1065 All real property owned solely or as a tenant in common must be reported at fair market value. Fai market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled t buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be isclosed on Schedule F. ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1 House and apartment, - known and numbered as 100-102 East Locust 204,000.00 Street, Borough of Mechanicsburg, Cumberland County, PA, ~cquired by Decedent by Decree Awarding Real Estate dated 08/24/19~6, recorded in Deed Book "T", Volume 28, Page 841. SCHEDULE A REAL ESTATE TOTAL (Also enter on line 1, Relrapitulation) S (If more space is needed, insert additional sheets of the same size) CopyrIght (c) 1996 form software only CPSystems, Inc. 204,000.00 Form REV-1502 EX (Rev. 1-97) Mark E. Hilbert & Associates 05-006M1 M Fda No. 05-006M1 M APPRAISAL OF LOCATED AT: 100-102 E Locust Street Mechanicsburg, PA 17055 FOR: Marlin B. McCaleb, Esquire 219 East Main Street Mechanicsburg, PA 17055 BORROWER: Edith J. Bair ASOF: Mark E. Hilbert & Associates SMALL RESIDENTIAL INCOME APPRAISAL REP bRT 05-006M1 M 05-006M1 M Prooertv Address 100-102 E Locust Street Citv Mechanicsburo State PA ZioCOOe17055 Leaal Desaiotion See Attached Deed Goontv Cumberland Assessor's Parcel No. 17-23-0565-181 Tax Year 04-05 R.E. Taxes $3036. o +/- Soedal Assessments $ N/A Neiohborhood or Project Name N/ A MaD Reterence N/ A Census Tract 114 .. Borrow.. Edith J. Bair Current OWner Estate OCCUOl 1: I I Owner IXI Tenant I I Vacant PronArtv nohts aooraised IXI Fea Simola fl Leasehold I Project T VDO I PUD I I Condominium HOA$ N/ A /Mo. Sakls Price $ N/A Date of Sale N/A Desaiotion and $ amount of ban ch""aslconoessions to be '" ~ bv seHer Lender/Client Marlin B. McCaleb Esquire Addrass 219 East Main Street Mechanicsbur< PA 17055 Aoorai... Mark E. Hilbert Address 219 East Main Street Mechanicsburc PA 17055 Location WUrban ~ Suburban W Rural Predominant Sin~le family housing P ~ominant 2-4 family housing Single Family PRI E AGE 2 Family PRICE AGE Built up IXJ Over 75% o 25-75% 0 Under 25% Occupancy $ (000) (yrs) 0 cupancy $ (000) (yrs) Growth rate o Rapid IXJ Stable o Slow IXJ Owner 75 Low 5 Owner 100 Low 35 Property values o Inaeasing IXJ Stable D Declining o Tenant 200 Hioh 100+ Tenant 97% 300 Hioh 100+ Demaod/supply Fx1 ~hortage IXJ b1 baa1a> 0 <Na'5lWi ~ Vacmt (l}5%) ~ Predominant ~ Vacmt (l}5%) Predominant Marketina time X Undl< 3 mos. n 3-6 mos. H Over 6 mos. Vacant (over 5%) 120 75 Vacant(~5") 200 75 Typical 2-4 family bldg. Type Attached No. stories 2 No. units L- Age ~ yrs. Pres. Pi: land use % Land use change Typical rents $ 400 to $ 800 U [naeasing [xl Stable D Declining Onet r>ily 41% IKJ Not likely 0 Likely Est. neighborhood apt. vacancy 5 % 0 Inaeasing IKJ Stable 0 Dedining 24 fa i1y 34% o In process to: Rent controls 0 Yes [R) N;uLikely If yes or likely, describe N/A Multi-I mily 22% N/A Comm "'dal 3% V. L nd) 0% Note: Race and the racial composition of the neighborhood are not appraisal factors. Neighborhood boundaries and characteristics: Subiect nronerty is located on the Corner of East Locust Stre t and Arch Street In the Borouah of Mechanicsbura Pennsylvania Cumberland Countv. Factors that affect the marketability of the properties in the neighborhood (proximity to employment and amenities. employment stability, appeal to market, etc.): The subiect orooertv has oood access to area emnlovment and amenities. . . . . ~ The foIkJ.Mng available rlStings represent the most current, similCl', and proximate competitive properties to the subject property in the s bject neighborhood. This analysis is intended to evaluate the inventay Cl.fI'eTItty on the mcrket oompeting with the subject property in the subject neighborhood and recent price and ma ~eliog lime trends affecting the subject property. Listinns outside the subiect neiahborhood are not considered aoolicable\. The Iistina comoarables can be the rental or sale comoar bles if they are currently for sale. ITEM I SUBJECT COMPARABLE LISTING NO.1 COMPARABLE LISTiNG NO.2 COMPARABLE LISTiNG NO.3 100-102 E Locust Street 209 5th Street 16 W Keller Street 40 W Main Street Address Mechanlcsbur PA 17055 New Cumberland PA 17070 Mechanicsbura PA 17055 Mechanicsburo PA 17055 Proximitv to subiect ,. 2.79 Miles +/- 0.11 Miles +/- 0.09 Miles +/- Listino orice $ IIXIUnt. r IFum.$ 133 900 I IXIUnf. I IFurn.$ 173 00 XIUnt.1 IFurn.$ 249 000 roximate GBA 3988 2496 2980 3600 Data source I nsoection C.P.M.L.! Aoent C.P.M.L.! Aoent C.P.M.L.! Aoent # UnltslT'ot. rms.IBRIBA 2' 11' 6' 3.00 4' 10' 5' 3.00 3' 13' 7' 300 3' 13' 5' 3.00 ~mafe """ bum 1830 1881 +/- 1841 +/- 1890 +/- x. davs on market N/A 11 DaM 74 DaM 229 DaM Comparison of listings to subject property: All comoarables are similar in aoe to the subiect similar layout of nits and located within the same marketolace. Market conditions that affect 2-4 family properties in the subject neighborhood (including the above neighborhood ndicators of growth rate, property values, demand/supply, and marketing time) and the prevalence and impact in the subject market area regarding loan discou ts, interest buydowns and concessions, and identification of trends in listing prices, average days on market and any change over the past year, etc.: There is a steady 0001 of buyers at nresent time for properties that are priced correctlv sell in a reasonable time frame. Dimensions 60 X 130 X 60 X 130 T opograph Basicallv Level Site area 0.18 Acres +/- Corner lot U No 1XI Yes Size 0.18 Acres +/- Specific zoning classification and description Residential Shape Rectanoular - .. ~. rI. .- ... Mark E. Hilbert & Associates SMALL RESIDENTIAL INCOME APPRAISAL REP DRT General description Unitslbldgs. Stories 2.5 Type (def.latl.) Detached Design (styia) 2.5-Storv Existing/Jroposad Existino Under oonsIruction No Year Built 1830 E_age(yrs.) 8-10 Exterior description (Materials/condition) Foundation Stone Exterior walls Stucco Roof surface Com position Gulfals&dwnspls. Aluminum Window typa Wood Obi Huno Starn_ Existino Manufactured housing" U Yes [RJ No "(Comp"es with the HUD I\Ianufactured Housing Construction and Safety Standards,) Dlninn Kitchen Den Familv rm. Area 1 1 1 # Baths 2 1 Launjrv 1 2/1 Foundation Slab Yes Crawl space No Sump Pump Floor Oral Dampness None not. Settlement None not@. Infestation None not. Basement ~ % >f 1stllocr area BasEmanlIiish Unflnish d Untts Levells) Fover 1 1/2 1 1 2 1 Livina 1 1 Bedrooms 3 3 05-006M1M 05-006M1M Insulation (R>I3laWIIroM1) o Roof o Ceitirg o Walls o Floor o Nona Adequacy Unknwn Energy efficient items: Other So. ft./unit 2,374 1614 Total III 2374 1614 Imorovemants contain: 11 Rooms: 6 BedroolTis); 3 Bath(s\; '988 Sou..afeet of GROSS BUILDING AREA GROSS BUILDING AREA (GBA) IS DEFINED AS THE TOTAL FINISHED AREA (INCLUDIN( COMMON AREAS) OF THE ~ IMPROVEMENTS BASED UPON EXTERIOR MEASUREMENTS. I :surf3ces (Materialsloondition) Heating Kitchen equip. (# I unit-cond.) Floors Camet I Averane Type 2-Hot-Water Refrigerator 2 . Walls Plaster 1 Averane Fuel Gas Ra1ga.\lven 2 . Trimlfinish Stained I Averane Condition Averaoe Disposal N/A Bath floor Vinvll Averaoe llstM<lshe- 1 . Bath wainscot Fiberalass I Avrae Cooling Fanhlood 2 . Doors Wood 1 Averaoe Central None Compactor N/A Other None Wast-lrkl)<r 1/1 Condition Nt A Miaowave 1 Fireoiacels\ # Int..com N/A Condition of the improvements, repairs needed, quality of construction, additional features, modernization, etc.: No maior reoai s noted. No evidence of functional or external obsolescence. Attic Dona 00 tairs o ropstair B cutlle oar o eated o F nished IXJ U Mished Car Storage No. Cars rA-- Garage ~ C..port 0 Atlached 0 Detachad IXJ Adaquata 0 Inadequate 0 Offstreet IXJ None 0 Depreciation (physical, functional, and external inadaquades, etc.): No unusual functional obsolescence or external i aclP.Ouacies were observed. . I :dVElrse environmental conditions (such as, but not limited t~, .hazardous wastes, toxic subst~nces, etc.) prese~ in the improvements, ?n th~ site, or in . the immediata vicinity of tha subject property: There are no vIsible or aooarent adverse environmental condit ons that would neaatlVelv imnact . the value of the subiect nronerfv. I ESTIMATEO SITE VALUE............."................ = $ ESTIMATED REPRODUCTION COST.NEW OF IMPROVEMENTS: GBA: 3988 Sq. Ff. @ $ 54.91 = $ 218,981 Del. Garage 480 Sq. Ff. @$ 9.51 = $ 4,565 Sq. Ff.@$ =$ VALUATION ANALYSts 40000 Comments on Cost Approach (such as, source of cost estimate, site value, square foot calculation and, for HU and VA, the estimated remaining aconomic Iifa ot the proparty): In th reoroduction cost of imnrovements Marshall & Swift Residential Cost Handbook and local contractors are referenced Mark E. Hilbert & Associates SMALL RESIDENTIAL INCOME APPRAISAL REP DRT 05-006M1M 05-006M1M At least three rental comparables should be reported and analyzed in this section. The rental comparables should epresent the most current rental information em properties as similar and proximate t~ the subject prope!1Y as possi.ble. (This comparison Is based on current rental data, therefore, the rental comparables typically are not the same comparables used In the sales companson analysIs.) The appraisal report should assure the fa der that the units and properties selected as comparables are comparable to the subject property (both the units and the overall property) and accurately represent t e rental market fOT the subject property (unless otherwise stated within the report). ITEM SUBJECT Add 100-102 E Locust Street ress . Mechamcsbur PA 17055 Proximity to subject leasedates(ifavaiable} Month-to-Month Rent survey date 01/01/05 Inspection Insnection None Data source Rent concessions Description of property - units, design, appeal, age, vacancies, and conditions Individual unit breakdown Utilities, furnitUre, and amenities included in rent Functional utility, ~ basement, heating/cooling, - project amenities, etc. No. Unils2 No. 'lac. 1 Yr. BIt.; 1830 Averaoe Condition 2.5 Sforv/ Averane Averaoe Anneal Aoe Comnarison Rm. Count Size Tot Br Ba So. Ft. 5 3 2 2374 6 3 1 1614 o o Unfurnished Cable included Wtr/Swr included Trash included Averaoe Utilitv Partial Basement 2 Ht Water Furnaces No Central Air COMPARABLE RENTAl NO.1 344 S Washington Street Mechanicsbum PA 17055 0.10 Miles +/- Not Available 05/01104 C.P.M.L.. Court House/Assessment None !>b. u;ts4 !>b. Va::. 1 Vr. Ell; 1857 Unfurnished Above Averaoe Condition 2.5 Storvl Averaoe Good ~al Ane Comoarison Rm. Count Size Total Tot Br Ba So. Ft. _Renl 4 2 1.00 882 625 3 1 1.00 656 535 3 1 1.00 628 525 4 2 1.00 406 445 Unfurnished Heat included Wtr/Swr included Trash Included Averane Utilitv Full Basement 1 Ht Water Furnace No Centrai air COMPARABLE RENTAl 9 & 11 S Second Stree Wormlevsbum PA HC 3 2.37 Miles +/- 0.2 Not Available 07/30/04 C.P.M.L.. Court House/Assessment None !>b.Unils3 !>b. Va::. 0 Yf.B 1881 Unfurnished Above Averaoe Conditi n 2.5 Storvl Averane Good ADDeal Aoe Comnarison Rm. Count Size Total Tot Br Ba So. Ft. M n1hIvRenf 7 4 1.50 1816 750 3 1 1.00 1052 500 4 2 1.00 764 550 Unfurnished Heat included WtrlSwr included Trash Included Averaoe Utilitv Full Basement 1 Gas Rad HW Furnace No Central Air COMPARABLE RENTAl NO.3 418 W Main Street Mechanicsburo PA 17055 0.14 Miles +/- Not Available 12/30104 C.P.M.L.. Court House/Assessment None fob.u;ts3 fob.VaG. 1 Yf.EIl: 1852 Unfurnished Averaoe Condition 2.5/Storv/ Averaoe Averaoe Appeal Ane ComDarison Rm. Count Size Total Tot Br Ba So. Ft. Mnthtv Renl 4 1 1.00 946 575 5 2 1.00 1062 600 3 1 1.00 838 500 Unfurnished WtrlSwr included Trash included Averaoe Utilitv FUll Basement Eleclric Baseboard No Central Air . Analysis of rental data and support for estimated market rents for the individual subject units (including the adjustments used, the a ieQuacy of comparables. rental concessions, etc.) .. All rental comnarables are located in the same market area as the subiect orooertv. Good rental in~ rmaion is hard to obtain in this . market area. Subject's rent schedule The re~t schedule r~concile5 the applica~le ,indicated monthly market rents to the. appropriate u~ject unit, and provides the estimated rents for the subject property. The appraiser must revIew the rent charactenstlcs of the comparable ~!es to determIne whet~ey e bmated rents should reflect ac~ual or market rents. For example, if actual rents were availabl~ on the sales comparables and used to denve the gross rent multlplrer GRM}, actual rents for the subject should be used. If market rents were used to construct the comparables' re~ts and derive the GRM, mark~t rents Shl~uld be used. f~.total gro.ss estimated rent must represent rent characteristics consistent with the sales comparable data used to denve the GRM. The total gross estImated rent IS not adjusted JUl vacancy. LEASES ACTUAl RENTS ESTIMATED RENTS Lease Date No. Per Unit Total Per Unit Beain End v=t Unfurnished Furnished Rents Unfumishe Furnished N/A N/A $ N/A $ N/A $ 0.00 $ 67 .00 · N/A N/A 350.00 N/A 350.00 57 .00 . Unit 1 1 $ Total Rents 675.00 575.00 Mark E. Hilbert & Associates SMALL RESIDENTIAL INCOME APPRAISAL REP bRT 05-006M1M 05-006M1 M The undersigned has reciled three recent sales of properlies most similar and proximalelo the subject property and hndescribed and analyzedlhese i this analysis. If there is a significant variation between Ihe subject and comparable properties, the analysis Includes a dollar adjustment reflecting Ihe market reaclion to Ihose Items or an explanation supporte by Ihe market dala. If a significanlllem in the comparable property is superior to, or more favorable Ihan, the subject properly, a minus (-) adjustment is made, thus reducing the adjusted sales price of the com arable property: if a significant item in the comparable properly is inferior to, or less favorable than, the subjeclllrooetl , a plus (tl adiustment is made, thus increasing the ad'usted nrice of the comllarab e llrollerl. r(1) Sales Price _ Gross Monthlv Rent 1 ITEM SUBJECT COMPARABLE NO.1 COMPARABLE NO.2 COMPARABLE NO.3 100-102 E Locust Street 317 S. Enola Drive 424 W. Main Street 1028 S. York Street Address Mechanicsbur PA 17055 Enola PA 17025 Mechanlcsbum PA 17od; Mechanlcsbura PA 17055 Proximitv 10 sublect i 2.49 Miles +/- 0.14 Miles +/- 0.17 Miles +/- Sales once $ N/A XIUnf. I FlKn. $ 185 000 X IUnt. I I Fum. $ 1 B7 500 X IUnt. I I Furn. $ 205 000 Sales orice oer GBA $ $ 66.07 $ 56.58 $ 52.44 Gross monthlv rent $ 1375 $ 1,300 $ 1325 $ 1,400 Cross 100. rent mu~. (1) 142.31 41.51 146.43 Sales Iltice nar unit $ $ 92 500 $ 93,750 $ 102 500 Sales orice ner room $ $ 16,818 $ 7045 $ 18,636 Data and/or Inspection C.P.M.L. C.P.M.L. C.P.M.L. Verification Sources AllenVT ax Records AnenVTax Records AllenVT ax Records AaenVT ax Records ADJUSTMENTS DESCRIPTION DESCRIPTION , +(-) $ Adjustment DESCRIPTION , +(-)$ d'uslment DESCRIPTION , + (-) $ Adjuslmenl Sales or financing 43 DaM , 141 DaM , 20 DaM , , , , concessions Conventional , Conventional , Conventional , , . , Date of saleltime OS/27/04 , 08/31/04 , 12/22/03 . Location Suburban Suburban , Suburban , Suburban : , , LeaseholdlFee Simnle Fee Simple Fee Simole , Fee Simole , Fee Simple : , , Site 0.18 Acres +/- 0.41 Acres +/- , 0.23 Acres +/- , 0.47 Acres +/- , View Residential Residential , Residential : Residential . , , Desian and aDDeal 2.5-Storv 2.5-Storv : 2.5-Storv , 2.5-Storv , , , QualilY of oonslruclion Stucco Vinvl , AlumlnumNinvl , Aluminum , l!iAoe 175 Years +/- 135 Years +/- , 155 Years +/- , 152 Years +/- : . , ~ Condition Averalle Good . -10000 Averane , Averaae , , , , Gross Buildina Area 3988 S . ft. 2800S .ft.' +17800 3,314S ,ft,' + 0000 3909S ,ft.' . , , , It> Rm.aIUnI No. It> Rm.aIUnl , It> Rm._ , It> Rm.aIUnt , d d No., d No., d No" unil ro B, .. VK. 001 ro " B. Vae.: ". r" B, B. Vac) unll ro B, B. Vac: . 1 5 3 2.00 1 1 5 2 2.00 0' 1 5 3 1.50 0' 2,000 1 5 3 2.00 Unit 0: breakdown 1 6 3 1.00 0 1 6 2 1.00 0: 1 6 2 1.00 0: 1 6 3 1.00 0: , , , . , , , , , , Partial Unfinished Full Unfinished: -3500 Partial Unfinished: Full Unfinished : Averaae Averane : Averane : Averaoe : 2-Hot Wtr Furnaces Heat Pumn (1)' +5000 1-011 HW Furnce ' 5000 1-0il HW Furnce ' Det 2-Car Garane Off-Street : +7 500 Det 2-Car Game : Det 3-Car Garae : None None , None ' None : None None ' None ' None ' None None : None : None : NelAdl.(lolall X, - I 16800Jlill[' - I 70001illtX. I Adj. sales price of oomnarables 201,800 2 4 500 203 500 Comments on Sales Comparison (including reconciliation of all indicators of value as to consistency and relative strength a devaluation of the typical investor's1purchaser's motivation in Ihat market): See Attached Addendum. Basement desaiotion Functional utilitv Heatina/coolina Parkina on/off site Project amenities and fae (If aoolicablel -3500 +5 000 -3000 1,500 ITEM SUBJECT COMPARABLE NO.1 COMPARABLE NO.2 COMPARABLE NO.3 Date, Price and Data None None None None Solrce for prior sales N/A N/A N/A N/A withln_of"""",isal Owners Deed C.P.M.L.ICourt House C.P.M.L.ICourt House C.P.M.L.ICourt House Analysis of any current agreement of sale, option, or listing of the subject property and analysis of any prier sales of subject and cornpc tables within one yea' of the date of appraisal: The sales comoarison aooroach carries the most weicht in determinino market value as it is based n historical information and is not as subiective as the income aooroach. Tolal gross monlhly esllmated rent$ 1 ,375 x gross renl multiplier (GRM) 146.31 = $ 201 76 INDICATED VALUE BY INCOME APPROACH Comments on income approach (induding expense ratios, if available, and reconciliation of the GRM) INDICATED VALUE BY SALES COMPARISON APPROACH.. .. .. .. $ 203500 INDICATED VALUE BY INCOME APPROACH . .. .. . . $ 201 176 INDICATED VALUE BY COST APPROACH $ 208482 This appraisal is made IKI "as is" 0 subjecttothe~~a~, ~rt~tions, inspedK,~sCf:~nditions listed bebw' . .. 0 ~ub e~t to'~mpl~ti~n P8'r Pla~s and specifications. Comments and ConcfrtionsofAppaisal: The sales comnarison aooroach carries the most weinht in determininll market value as it is based on ,....--'- Borrower: Edith J. Bair Prooertv Address: 100-102 E Locust Street Citv: Mechanicsburn Lender: Marlin B. McCaleb, Esquire ADDENDUM State: PA File No.: 05-006M 1 M Cas No.: 05-006M1 M Zin: 17055 Comments on Sales Comparison The property's heating, plumbing, and electrical systems appear to be functioning properly to the best of the appraiser's knowledge and expertise. I am unable to verify the insulation "R" factor. The presence of UREA-FORMALDEHYDE FOAM NSULATION could not be determined. If UFFI is present, the appraisal market value may be adversely affected or voided. IAny information about insulation stated on the appraisal was provided by inspection, owner, or agent; and is assumed t be accurate. The appraiser is not aware of the existence of Radon Gas and/or Radon Daughters, and does no have the necessary equipment to test for the presence of same. If a future test shows unacceptable leveis of Radon resent, the appraised market value may be adversely affected or voided. The subject is over 30 years old, but has been modernized as necessary and is marketable in its present condition. The effective age is significantly less than 30 years. The vacant land in the area is changing to single family and does not have a negative effect on tile value. Please be advised that in the market data analysis grid, bathrooms are adjusted for on the first Iirle and gross iving area/room count are adjusted together as a single adjustment on the second line. All comparable sales are settled to the best of the appraise~s knowledge. Verification of setllem nt is with County and/or Realtor. Operating Income Statement , Mark E. Hilbert & Associates 05-006M1M One- to Four-Family Investment Prooertv and Two- to Four-Family Owner-OccuDied Pro~ ertv 05-006M1M Property Address 100-102 E Locust Street Mechanicsburg PA 17055 Street Citv State ZiD Code General Instructions: This form is to be prepared jDintly by the loan applicant, the appraiser, an ~ the lender's underwriter. The applicant must complete the following schedule indicating each unit's rental status, lease expirati n date, current rent, market rent, and the resDonsibilitv for utilitv exoenses. Rental fioures must be based on the rent for an "unfurn shed" unit. Currently Expiration Current Rent Market Rent Paid Paid Rented Date Per Month Per Month Ut Iity Expense By OWner By Tena Unit No.1 Yes - No ~ N/A $ 0 $ 675 EI ctricity....... .0 IXJ Unit No.2 Yes ~ No Month-to-Month $ 350 $ 575 G s........ .0 IXJ - Unit NO.3 Yes No X N/A $ 0 $ 125 F I Oil .... .... 0 0 - Unit NO.4 Yes No $ $ F I (Other) .... ..0 0 - - Total $ 350 $ 1,375 W ter/Sewer IXJ R ... Tr sh Removal . . : : :iX1 The applicant should complete all of the income and expense projections and for existing propertie provide actual year-end operating statements for the past two years (for new properties the applicant's projected income and expenses m st be provided). This Operating Income Statement and previous operating statements the appiicant provides must then be sent to the appraiser for review, com- ment, and/or adjustments next to the appiicant's figures (e.g., Applicant/Appraiser 288/300). If the ap raiser is retained to complete the form instead of the applicant, the lender must provide to the appraiser the aforementioned op rating statements, mortgage insur- ance premium, HOA dues, leasehold payments, subordinate financing, and/or any other reievant information as to the income and expenses of the subject property received from the appiicant to substantiate the projections. The nderwriter should carefully review the applicant's/appraiser's projections and the appraiser's comments concerning those projection . The underwriter should make any final adjustments that are necessary to more accurately reflect any income or expense items that a pear unreasonable for the market. (Real estate faxes and insurance on these types of properties are included in PIT! and not calc aled as an annual expense item.) Income shouid be based on current rents, but should not exceed market rents. When there are no current rents because the property is proposed, new, or currently vacant, market rents should be used. Annual Income and Expense Projection for Next 12 months Adjustments by I ncome (Do not include income for owner.-occupied units) By AppiicantlApprais pr Lender's Underwriter Gross Annual Rental (from unit(s) to be rented) ...... ... ....... ... '" $ 16500 $ Other Income (indude sources) .... ... ... + + ... .......... ...... ... Total ................. ....... ..... .. ..... .. ... ... ... $ 16500 $ 0 Less Vacancy/Rent Loss. .. ... .... ..... .. ... ..... .. ... . . . . . . . - 33 .OO( 2%) - ( %) Effective Gross Income. . . . . . . . . . . ..... .. ... ..... .. ... ....... $ 16,170 $ 0 Expenses (Do not indude expenses for owner--occupied units) Electricity............... . ............ ... ..... ..... ..... Gas ................... ,........... .. ........... .. .... FueIOii.......... . ... .. .. .... ........... .. ....... ... .... Fuel ............. .. .......... .(Type- ) Water/Sewer . . . . . . . ... ....... ........... ... ........ .. .... 640 Trash Removal ..... ... ....... ........... .... .. ..... .. .... 180 Pest Control ....... .......... . . . . . . . ........ .. ....... .... Other Taxes or Licenses. . . . . . . . . . . . . . . . ....... ... ........ ... Casual labor.. . . . . . . . .. . . . .. .. . . . .. . . ......... ...... ..... 100 This includes the costs for public area cleaning, snow removal, etc., even though the appiicant may not elect to contract for such services. Interior PaintlDecorating . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... ... 600 This includes the costs of contract labor and materials that are required to maintain the interiors of the living units. General Repairs/Maintenance ................................. 500 This includes the costs of contract labor and materials that are required to maintain the pubiic corridors, stairways, roofs, mechanical systems, grounds, etc. Management Expenses ............................ ... ... ... 1000 These are the customary expenses that a professional manage- ment company would charge to manage the property. Supplies ................................. .......... .... 200 This includes the costs of Items like light buibs, janitorial nt Mark E. Hilbert & Associates 05-006M1M 05-006M1M Replacement Reserve Schedule Adequate replacement reserves must be calculate regardless of whether actual reserves are r ovlded for on the owner's operating statements or are customary In the local market. This represents the total average yearly reserve. Generally, all equipment and com- ponents that have a remaining life of more than one year-such as refrigerators, stoves, clothe washers/dryers, trash compactors, furnaces, roofs, and carpeting, etc.-should be expensed on a replacement cost basis. Equipment Replacement Remaining Cost Life Stoves/Ranges @$ 250.00 ea.+ ~ Vrs. x Refrigerators. . . . . . . . @$ 400.00 ea.+ ~ Vrs. x Dishwashers ....@$ 225.00 ea,+ ----1Q Vrs. x ... NC Units ..... .....@$ ea.+ - Yrs. x C. Washer /Dryers ..@$ 450.00 ea.+ ----1Q Vrs. x HW Heaters ...@$ 400.00 ea. + ----1Q Yrs. x ..... Furnace( s) . ...... . ..@$ 2,000.00 ea.+ ----1Q. Vrs. x (other) . . ......... @$ ea.+ - Vrs. x Roof .. .@$ 2,000.00 ~ Vrs. x One Bldg. = By A plicantl Lender Appraiser Adjustments 2 Units =$ 41.67 $ 71.43 2 Units =$ 66.67 $ 160.00 1 Units =$ 22.50 $ 22.50 Units =$ $ 1 Units =$ 45.00 $ 90.00 2 Units =$ 80.00 $ 100.00 2 Units =$ 133.33 $ 266.67 Units =$ $ $ 80.00 $ 133.33 Carpeting (Wall to Wall) Remaining Life (Units) 446 Total Sq. Vds. @$ (Public Areas) _ Total Sq. Vds. @$ 12.50 Per Sq. Vd. + ~ Vrs. = Per Sq. Vd. ~ _ Vrs. = $ $ 464.58 $ $ 1 ,000.00 Total Replacement Reserves. (Enter on Pg. 1) $ 933.75 $ 1 ,843.93 Operating Income Reconciliation $ 16,170.00 -$ Effective gross Income 4,154.00 Total Operating Expenses =$ 12,016.00 : 12= $ Operating Income 1,001.33 Monthly Operating Income $ 1,001.33 -$ Monthly Operating Income Monthly Housing Expenses =$ 1,001.33 Net Cash Flow (Note: Monthly Housing Expense includes principal and interest on the mortgage, hazard insuranc premiums, real estate taxes, mort- gage insurance premiums, HOA dues, leasehold payments, and subordinate financing payments.) Underwriter's instructions for 2.4 Family Owner-Occupied Properties . If Monthly Operating Income is a positive number, enter as "Net Rental Income" in th "Gross Monthly Income" section of Freddie Mac Form 65/Fannie Mae Form 1003. If Monthly Operating Income is a negatiwe number, it must be included as a liability for qualification purposes. . The borrower's monthly housing expense-to-income ratio must be calculated by comparin the total Monthly Housing Expense for the subject property to the borrower's stabie monthly income. Underwriter's instructions for 1-4 Family Investment Properties . If Net Cash Flow is a positive number, enter as "Net Rental Income" in the "Gross Man hly Income" section of Freddie Mac Form 65/Fannle Mae Form 1003. If Net Cash Flow is a negative number, it must be in luded as a liability for qualification purposes. . The borrower's monthly housing expense-to-income ratio must be calculated by comparin the total monthly housing expense for the borrower's primary residence to the borrower's stable monthly income. Appraiser's Comments (including sources for data and rationale for the projections) ~, /".., ,/ ~ Borrower; dith J. Bair Pro e Address: 100-102 E Locust Street C' : Mechanicsbur Lender: Marlin B. McCaleb Es uire SUBJECT PROPERTY PHOTO ADDENDUM File No. 05-006M 1 M Case N .: 05-006M1M State: PA Zi : 17055 -;j;;., ",h FRO T VIEW OF SU ECT PROPERTY Apprai d Date: October 8, 2004 Apprai ed Value: $ 204,000 REAR VIEW OF SUBJ CT PROPERTY STRE T SCENE Borrower: dith J. Bair Pro e Address: 100-102 E Locust Street Cit : Mechanicsbur Lender: Marlin B. McCaleb Es uire State: PA -+- , / / .I .I / .... .,/ File No. 05-006M1 M Case N .: 05-006M 1 M Zi : 17055 Detac ed 2-Car Garage View of Arch Street going Southward away from S bject Property Borrower: Edith J. Bair Pro ert Address: 100-102 E Locust Street Cit : Mechanicsbur Lender: Marlin B. McCaleb Es uire COMPETING LISTING PHOTO ADDENDUM File No: 05-006M 1 M Case N .: 05-006M1 M Stale: PA Zi : 17055 COM ETING LISTING #1 209 5 Street New umberland PA 17070 Lisling Price: $ 133,900 Days n-Market: 11 DO M COMP TING LISTING #2 16 W Klier Street Mecha icsburg PA 17055 Lisling rice: $ 173,900 Days-O -Market: 74 DOM COMP TING LISTING #3 40 W M in Street Mechani sburg PA 17055 Lisling P ceo $ 249,000 Days-On Market: 229 DO M Botrower: dith J. Bair Pro ertAddress: 100-102 E Locust Street C' : Mechanicsbur lender: Marlin B. McCaleb Es uire COMPARABLE RENTALS PHOTO ADDENDUM file No: 05-006M 1 M Case N .: 05-006M1 M Zi : 17055 State: PA Ii COM ARABLE RENTAL #1 344 S ashington Street Mech nicsburg PA 17055 COM RABLE RENTAL #2 9 & 11 Second Street Worml ysburg PA 17043 418 Wain Street Mechani sburg PA 17055 Borrower: Edith J. Sa;r Pro art Address: 100-102 E Locust Street eft : Mechanicsbur Lender: Marlin B. McCaleb Es uire COMPARABLE PROPERTY PHOTO ADDENDUM file No: 05-006M1M Case N .: 05-006M1 M Zi : 17055 State: PA ----.. .~ ":'t COM ARABLE SALE #1 317 S Enola Drive Enola PA 17025 Sale te: OS/27/04 Sale Pice: $185,000 COM RABLE SALE #2 424 W. Main Street Mecha icsbur9 PA 17055 Sale Da e: 08/31/04 Sale Pri : $ 187,500 COMP RABLE SALE #3 1028 S. ork Street Mechani sbur9 PA 17055 Sale Dat : 12/22/03 Sale Pric : $ 205,000 - Borrower/Client Prooertv Address Citv Lender File# Countv State Zio Code - BUILDING SKETCH --- -ct. .- -- ~ ... -- ----- .-- .~_.~.._.__.- ._-...,--f--- .-_ -1- ..---- OL u --- ---I--- ___ __ --I-. -. .,..' .- --. 1-.- -,:- --- .--- -- -- -... --.- -- -1"'- ~ - -----, --'-' ~ OM 00 00 / ( kr (~"\'~.~ ~!-v . 1-- h ~O~ ~ 'orK: ' . . -- - --- -- 1..-- -- - --- -.. -... -...., -----1-- -.- -- -- :~ f,~ ~ ~ t =---=~-+-=.-.--._--- e - ---~~-i=~: ~-~ o~lE-l-l~dI- 1"1 --- .-- - -, ~=:. ==-~-- .---- -- '-T- ...1 ... ,. + -+-- f .:tJZ~J~f-' 1-... --. ,."'--- ...~. ,.',......-- ----- ------r--- .' L_I__ -- ;:;"51'IJ,?f"-j --t-- ----t.-. 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'"':'1':""'" l"-"' 1--+-- -. -_.~~ -~ ~ 0 1- - .t- .- -'-- . \'11' I" o ....- ---- .- II ---.+... 1-- ..-.....-- -... 2. -- .- - -I-- --I-- -- 1--- -.- --.. -" .. ..... _. ..A - -- "- _.-. ,fl/' i =~t~~ -.........1 -- --" ._- _....- I-- +....-- _..{.m .______ ., -- ~"_." , --.. 1-- - II ---- -.- --- ---------. ...-- , Borrower/Client Properlv Address Citv File# Countv State Zip Code Lender BUILDING SKETCH . = .-~ .., ._n_ - - -_.~~ ,,- -I-- '1 -.-.-".. ! -".....-. -.. -.... ------ _.- -_..f-.- ---- .- -.. -.- .-- .- ....- .- -'.. -.....- -- -- ..-' -- --...-.- zc -..-...-- ______ _~:~\ ~W~~ -~--------- ..'" - --.. .- -.... --- .-- .-- -- (f' (1lJ"'- .. .-- ~~ 1St J: -' - - - -..- -- .-. --------- --- -- -"..-- --' .- -- -;:.,. 1- .. -. T A "t +... \l\' -- -- -.... --.- --- ...... ---&'f~_" -- \ -~ ,- - ~ .._+ F-.IU&' --1---' . ~~---.-..4..~~-~V .---.--f-- _...\-". --, 'f1 "-, I'''''' '- ,,- ~ ~.__.~--~~~.. 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'...... . .~--T.L'tJ: ... ,-- - , -----" 1--' 7 . :t~ et;%.- ') ,'_~:'\"!': '~ . ,-.__, ~~,,,,~-.,] h,J'\l:" .JtA''':/\~? Z',~:~~,: .:n~':'__V . IN RE: ESTATE OF ROMAIN& KING I IN THJ;l C T or COMMON PLEAS OF I l.ANTZj '~l'QF'.~ J.O!;!.qul51J, Oil.IJ ""L;'~\OO!~~ l.lQIDfU,{~NIi!$~~~>!\( MECHANICSJURG. CUMDBRLAND COUNTY,: ORPHANS"C RT DIVISION' fE:NNSYLVANIA,cDIi1.€lJMSliD"Iw ,:H:~';;~ H: l3;itrA~{N(h')',i1..a'5tll(i~ ~ u. ',oj: "01 t> ';"I~ '.: ,.' t ._.H3 C.)).n:., ~"". _V:iH'\\n\!V f 1.~':..IJ-,i. ;:; ~ a ~H._t_t.J 'Of C.(.1~" . DB mmAW BTA AND' NOW~" this l':$l/'~'J. J~~1~~;:'H:~.Ut.t.\'I" }~1'~~ '''~'''i97J .'~t {, w' '.' \P ".-., '-:>'-i':i: ,,';l"~';':'-. "i;~r:.,.';~,:'_'~-:-'''';'.J :,:, :',.:_ _itli~. ~~.,. :':':"'~i' ,;;.'i"t.;\ -~..;.:. ~'.,-; ~l_d',-~~",l o'clock _.M. . prevailing t~. it appearing at th~'liratand i'!nttf .1 "Ac'ribdntlind"st.;;~~~~~t~Pt.~~.~\\;;D~-=J'i:;~:a~~~~;:.B~~:'i!,.... 1..fj ,; _f,: '~fi_;,..,:-il;J't)-r1 :-Lijhc~n J:\~-.I,g9r!! b~:a.f;t;::'~.,:::,;~ !!5,~_ij.'l~ Ex.ecutrix of' the Last Will 8.I:1d''l'estement of Ro aint! King .t.rmtz. c, '''~:~ff ',,,,~,,,,,,'f:' deceased. have been duly filed and ~dve~ti;ed cording to law and Court in and for Cumberland CO\.U1ty.' Fennsylv ;~,~jH;~,ement of '" ..".....,...f._~""~_' ."~""..,, . ',_. pproved by tha abOve Rules of court. and said Firl>t an~, F~~J;i ,.'Ao~ . ..,..'S........ proposed Distribution have been oo~i~d and a. on August l~. 1976; and it: further appearing that the said loIXacut ix ha. 1n her statement .. of l'roposed Dlstl'ibuti9n propo.ed to ,di~t~~l;Iue":;a.rt~1n,r.e.J,et'l;l!\te . - ::.:.,':-)~:t~_r~,;'i~~~.+..;' /;:'t'~~i(,j}i."" -:,";.;,;' ,~,.,,':'j;- _..-. , in kinll to Edith Joann Bail'. in aacot~lid'?'Wi' ~:l\!lie\;'~P~~nf;~fi'the ===:..:::~=:::;:~_. ~ . ,. .- ~ r- ~:J~',. '::', t-",_:': :_-"~~*-.(:-.:., . ", ,'. I.. Second Item of the Last Will and 'Ie!ltement'\~~"lqma!(."~<, deceased. and the Court aforesaid ha~iilg ~;9~" ~~l~$'j~:. . ,f~~i.J.ri.,. : . . accordance with said Statement !)I.. J:'rOIlOIilIil~D1~ri1lu'ribri1'~'''''''{ :,,'.....,. IT IS ORDERED. ADJUDGED .AND DECJmED th~t all rigbt. title and interest of the said Romaine l<ing Lantz. Dece aed. in and; ,:tl) ALL that lot of ground dtuate on t e southeast corner of Arch iUld Locust streets in 'l;he lIOrou of MeChanlcsburg. Cumberland CO\.U1ty. Pennsylvania, bounded and described as .follow., to wit: Beginning at a point a the curb line cornar of said A~h and Locust Streets. lumce by said Loaust .stl'eet J.last .ixty (60) feet. more oX" lea .' to lot now or fo~:t'lYOf' Adem orde. tJ1,ence 1:1)1 line 0 said lotSwth one'h\mdt'edA~hirty,(130) feet;'lIlQre oX" 1 8.. tf) a post. 'thence' .'West, six.ty.,~(60)feet;'llIo~e or le s. to curb line on . .dd'Ax'ab:,;:;t~et11 ~ence NoX''l:b by .aid ch street. one hU.nd. X'l!.d. .'.'1;.Jl..,.~.., ".a'.Y,::xC+...3.0 ).... .f..ee. .(..(.l1i'?,te.... or. le.8. a. to the place O~".;' . '. '.'.' Beginni~ii}l1n!r e1'eoted ttu!lIE!pne. 40ub e two (2) .tor:1'1 ;l,~~;t dwe14Qg.!~~'~,,M;JIl~q,e:sl!lar)' outbuilding. Being the .~.~i'~" remailrltltt );l~rOr tbci~.T\MJm..1ses whie Edith. a. King,' '. "\J!.f;~:il; et al. by . li'dr deed MWa'f,August 1S. 19 O. and .reClQr!l.e.~, . ~ y~", il1. '. II! Of' , . , ltMorder qf Deeds and for llUmb'iQI~~~~ C, . eed Book "M". olume 1.... Pllle:'l~9,: ..., .', , enj emin F. tz and Romaine J(.~ "" ~.~':; " Mark E. Hilbert & Associates 05-006M1M 05-006M1 M m CURRENTSALESCONTRACT o o IRJ 8 o o The subject property is currently not under contract. The contract and/or escrow ins!ructions were nol available for review, The unavailability of the contract i s explained later in the addenda section. The contract andlor escrow instructions were reviewed. The following summarizes the contract: Contract Dale Amendment Dale Contract Price Seller The contract indicated that personal property was not Included in the sale. The contract indicated that personal property was included. it consisted of Estimated contribulory va "e Is $ Personal property was not included in the final value estimate. Personal property was included in the final value estimate. The contract indicated no financing concessions or other incentives. The contract indicated the following concessions or incentives: If concessions or incentives exist, the comparables were checked for similar concessions and appropriat adjustments were made, Wapplicable, $0 that the final value conclusion is in compliance with the Market Vaiue defined herein. MARKET OVERVIEW Six months is considered a reasonable marketing period for the subject property based on M Itiole Listinn Service IRJ o o m m ADDITIONAL CERTIFICATION The Appraiser certifies and agrees that: (1) Their analyses, opinions and conclusions were developed, and this report was prepared, in conformity the Uniform 5tandards of Professional Appraisal Practice ("U5PAP"), except that the Departure Provision of the USPAP does not apply. (2) Their compensation is not contingent upon the reporting of predetermined value or diredion in value that ors the cause of the client, the amount of the value estimate, the attainment of a stipulated result, or the occurrence of a subsequent event. (3) This appraisal assignment was not based on the requested minimum valuation, a specific valualion, or I e approval of a loan. m ADDITIONAL (ENVIRONMENTAL) LIMITING CONDITIONS The value estimated is based on the assumption that the property is not negatively affected by the existence hazar<lous substances or detrimental environmental conditions unless otherwise slated in this report. The appraiser is not an expert in the identification f hazardous substances or detrimental environmental conditions. The appraise~s routine inspection of and inquiries about the subject properly did t develop any information 1hal indicaled any apparent significant hazardous substances or detrimental envmnmental conditions which would affect the p negatively unless otherwise stated in this report. it is possible that tests and inspections made by a quarlfied hazardous substance and envronme tal expert would reveal the existence of hazardous substances or detrimental environmental conditions on or around the property that would negativ Iyaffect its value, m APPRAISER'S SIGNATURE & LICENSE/CERTIFICATION Appraiser's Signature ?~k~'"?-" Appraise~s Name (prinl) Mark Eo Hilbert / Phone #(717 )7664988 State PA 0 License IRJ Certification # RL-000388-L E clive Date October 08, 2004 o te Prepared January 14, 2005 T x 10# 23-2391423 . CO-SIGNING APPRAISER'S CERTIFICATION o The co-signing appraiser has personally inspected the subject property, both inside and out, and as made an exterior inspection of all comparable sales listed in the report. The report was prepared by the appraiser under direct supervi ion of the co-signing appraiser. The co,signing appraiser accepts responsibility for the contents of the report including the value conclusions e d the limiting conditions, and conli:ms that the certifications apply fully to the co,signing appraiser o The co'signing appraiser has not personally inspected the interior of the subject property and: B has not inspected the exterior of the subject property and all comparable sales listed in the report. has inspected the exterior of the subject property and all comparable sales listed in the report. The report was prepared by the appraiser under direct supervision of the ccrsigning appraiser. The co-sl ing appraiser accepts reSPOnsibility for 05-006M1M File No. 05-006M1 M DEFINITION OF MARKET VALUE: The most probable price which a property should bri in a competitive and open market under all conditions requisite to a fair sale, the buyer and seller, each acling prudently, knowledg ably and assuming the price is not affected by undue stimulus. Implicit in this definition is the consummation of a sale as of a specif ad date and the passing of title from seller to buyer under conditions whereby: (1) buyer and seller are typically motivated; (2) both par ies are well informed or well advised, and each acting in what he considers his own best interest; (3) a reasonable time is allowed for expo ure in the open market; (4) payment is made in terms of cash in U.S. dollars or in terms of financial arrangements comparable thereto; a d (5) the price represents the normal consideration for the property sold unaffected by special or creative financing or sales concessions* 9 anted by anyone associated with the sale. 'Adjustments to the comparables must be made for special or creative financing or sales concession. No adjustments are necessary for those costs which are normally paid by sellers as a result of tradilion or law in a market area; these sts are readily identifiable since the seller pays these costs in virtually all sales transactions. Special or creative financing adjustments can e made to the comparable property by comparisons to financing terms offered by a third party institutional lender that is not already involve in the property or transaction. Any adjustment should not be calculated on a mechanical dollar for dollar cost of the financing or cone ssion but the dollar amount of any adjustment should approximate the markel's reaction to the financing or concessions based on the Appraiser's j dgment. STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CER IFICA TION CONTINGENT AND LIMITING CONDITIONS: The appraiser's certification that appears in he appraisal report is subject to the follOWing condilions: 1. The appraiser will not be responsible for matters of a legal nature that affect either the property bing appraised or the title to it. The appraiser assumes that the title is good and marketable and, therefore, will not render any opinions abou the title. The property is appraised on the basis of it baing under responsible ownership. 2. The appraiser has provided a sketch in the appraisal report to show approximate dimensions of he improvements and the sketch is included only to assist the reader of the report in visualizing the property and understanding the appraiser's dete mination of its size. 3. The appraiser has examined the available flood maps that are provided by the Federal Emergency anagement Agency (or other data sources) and has noted in the appraisal report whether the subject sita is located in an identified Speci I Flood Hazard Area. Because the appraiser is not a surveyor, he or she makes no guarantees, express or implied, regarding this determination. 4. Tha appraiser will not give testimony or appear in court because he or she made an appraisal of the roperty in question, unless specific arrangements 10 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 u e and the improvements at their contributory value. These separate vaiuations of the land and improvements must not be used in conju ction with any other appraisal and are invalid W they are so used. 6. The appraiser has noted in the appraisal report any adverse conditions (such as, needed repairs, depr ciation, the presence of hazardous wastes, toxic substances, etc. ) observed during the inspection of the subject property or that he or she ecame aware of during the normal research involved in performing the appraisal. Unless otherwise stated in the appraisal report, the apprais r has no knowledge of any hidden or unapparent conditions of the property or adverse environmental conditions (including the pre ence of hazardous wastes, toxic substances, etc. ) that would make the property more or less valuable, and has assumed that there ar no such conditions and makes no guarantees or warranties, express or implied, regarding the condition of the property. The appraiser ill not be responsible for any such conditions that do exist or for any engineering or tasting that might be required to discover whether ch conditions exist. Because the appraiser is not an expert in the field of environmental hazards, the appraisal report must not be considere as an environmental assessment of the property. 7. The appraiser obtained the information, estimates, and opinions that were expressed in the appraisal eport from sources that he or she considers to be reliable and believes them to be true and correct. The appraiser does not assume res onsibility 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 niform Standards of Professional Appraisal Practice. 9. The appraiser has based his or her appraisal report and valuation conclusion for an appraisal that is ubjectto satisfactory completion, APPRAISERS CERTIFICATION: The Appraiser certifies and agrees that: 05-006M 1 M FileNo. 05-006M1M 1. I have researched the subject market area and have selected a minimum of three recent saies of p perties most similar and proximate to the subject property for consideration in the sales comparison analysis and have made a dollar adjust ent when appropriate to reflect the market reaction to those items of significant variation. If a significant item in a comparable property is uperior to , or more favorable than, the subject property, I have made a negative adjustment to reduce the adjusted sales price at the com arable and, if a significant item in a comparable property is inferior to, or less favorable than the subject property, I have made a positive djustment to increase the adjusted sales price of the comparable. 2. I have taken into consideration the factors that have an impact on vaiue in my development of t e estimate of market value in the appraisal report. I have not knowingly withheld any significant information from the appraisal rep t and I believe, to the best of my knowledge, that all statements and information in the appraisal report are true and ccrrect. 3. I stated in the appraisal report only my own personal, unbiased, and professional analysis, opinions, and conclusions, which are subject only to the ccntingent and limiting conditions specified in this form. 4. I have no present or prospective interest in the property that is the subject to this report, and I have no present or prospective personal interest or bias with respect to the participants In the transaction. I did not base, either partiaily or completely, my analysis and/or the estimate of market value in the appraisal report on the race, color, religion, sex, handicap, familial st tus, or national origin of either the prospective owners or occupants of the subject property or of the present owners or occupants of t e properties in the vicinity of the subject property. 5. I have no present or contemplated future interest in the subject property, and neither my cur ent or future employment nor my ccmpensation for performing this appraisal is ccntingent 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 f the client or any related party, the amount of the value estimate, the attainment of a specific result, or the occurrence of a subseq ent event In order to receive my compensation and/or employment for performing the appraisal. I did not base the appraisal report 0 a requested minimum valuation, a specific valuation, or the need to approve a specific mortgage loan. 7. I performed this appraisal in contormity with the Uniform Standards of Professional Appraisa Practice that were adopted and promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were in place as of he effective date of this appraisal, with the exception of the departure provision of those Standards, which does not apply. I acknowled e that an estimate of a reasonable time for exposure in the open market is a condition in the definition of market value and the estimat I developed is consistent with the marketing time noted in the neighborhood section of this report, unless I have otherwise stated in the reconciliatio section. 8. I have personally inspected the interior and exterior areas of the subject property and the exterior of II properties listed as comparables in the appraisal report. I further certify that I have noted any apparent or known adverse conditions i the subject improvements, on the subject site, or on any site within the immediate vicinity of the subject property of which I am aware an have made adjustments for these adverse conditions in my analysis of the property value to the extent that' had market evidence to sup art them. i have also commented about the effect of the adVerse ccnditions on the marketability of the subject property. 9. I personally prepared ail conclusions and opinions about the real estate that were set forth In t e appraisal report. If I relied on significant professional assistance from any individual or individuals in the performance of the appraisal r the preparation of the appraisal report, I have named such individuai(s) and disclosed the specific tasks performed by them in the rec nciliation section of this appraisal report. I certify that any individual so named is qualified to perform the tasks. I have not authorized anyo 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 a praisal report, he or she certifies and agrees that: I directly supervise the appraiser who prepared the appraisal report, have reviewed t e appraisal report, agree with the statements and conclusions of the appraiser, agree to be bound by the appraiser's certifications numbered through 7 above, and am taking full responsibility for the appraisal and the appraisal report. ADDRESS OF PROPERTY APPRAISED: 100-102 E Locust Street Mechanicsbur PA 17 55 ~I .....,""P"Il1.II__...." ... ....--... .--- . . Borro 8r Edith J. Bair FileNo. 05-006M1M Prooertv Address 100-102 E Locust Street City MechanicsburQ Countv Cumberland State PA Zlo Code 17055 Lender Marlin B. McCaleb Esouire APPRAISAL AND REPORT IDENTIFICATION This appraisai conforms to one of the following definitions: 00 Compiete Appraisal (The act or process of estimating value, or an opinion of value, performed without invoki 9 the Departure Rule.) 0 Limlled Appraisal (The act or process of estimating value, or an opinion of value, performed under and res Iling from invoking the Departure Rule.) This report is Q!!.!1. of the following types; 0 Self Contained (A written report prepared under Standards Rule 2~2(a) of a Complete or limited Apprai al performed under STANDARD 1.) 00 Summary (A written report prepared under Standards Rule 2~2(b) of a Complete or Limited Apprai al performed under STANOARO 1.) 0 Restricted (A written report prepared under Standards Rule 2-2(c) of a Complete or Limited Apprai I performed under STANDARD 1 for client use only.) Comments on Standards Rule 2.3 I certify that, to the best of my knowledge and belief; . The statements of fact contained in this report are true and correct. . The reported analyses, opinions, and conclusions are limited only by the reported assumptions and limiting conditions, an are my personal, impartial, and unbiased professional analyses, opinions and conclusions. . I have no present or prospective interest in the property that is the subject of this report, and no personal interest with res ect to the parties involved. . I have no bias with respect to the property that is the subject of this report or the parties involved with this assignment. . My engagement in this assignment was not contingent upon developing or reporting predetermined results. . My compensation for completing this assignment is not contingent upon the development or reporting of a predetermined alue or direction in value that favors the cause of the client, the amount of the value opinion, the attainment of a stipulated result, or the occurrence of a subseque t event directly related to the intended use of this appraisal. . My analyses, opinions and conclusions were developed and this report has been prepared, in conformity with the Uniform tandards of Professional Appraisal Practice. . I [XJ have 0 have not made a personal inspection of the property that is the subject of this report. Comments on Appraisal and Report Identification Note any departures from Standards Rules 1-2, 1-3, 1-4, plus any USPAP-related issues requiring disclosure: REV-1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCETAA RETURN RESIDENT DECEDENT ESTATE OF SCHEDULES STOCKS & SONDS FILE NUMBER Joan D. Bair SS11 201-16-1466 10/08/2004 21-04-1065 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION UNIT VALUE VALUE AT DATE NUMBER OF DEATH 1 972 shares Be11South Corporation, common, CUSIP 11079860 28.185 27,395.82 12 2 1,814 shares SBC Communications Inc, CUSIP #78387G 13 26.905 48,805.67 3 930 shares Verizon Communications, common 40.775 37,920.75 4 540 shares Vodafone Group PLC, common 24.73 13,354.20 TOTAL {Also enter on line 2, Reca itutation) 127,476.44 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only cPSystems, Inc. Form REV-1503 EX (Rev. 1-97) M &'8 AVtJ"O CENtJ"ER TOCK NO. 2 East Second Street, Hummelstown, PA 17036 ~~HASER'S tf/-t?/i'l'f ;?&Ai~ fPAINTOATYPE) ~ ADDRESS . 566-2336 or 566-9033 HOME PHONE BUSINESS PHONE DATE (6/ 7,7 j f { / (PRINT OR TYPE) I hereby order from you, subject to all terms, conditions and agreements contained herein, !he following 0 NEW 0 USED VE leLE: MOO~~~ES MILEAGE BODY lYPE COlO:/J-- TO BE DELNERED ON OR ABOLfT TRIM / '6.? (;7 19 5<W (J tJ'O WJ'I-E-'- (UL.. ~S'J~ INSURANCE INFORMATION INS. CO. o LIABILITY TOTAL SELLING PR CE LESS: TRADE-IN AL OWANCE TAXABLE SUBTOT L SALES TAX LICENSE & TITLE NOTARY &ADMINI TRATIVE FEE PAY-OFF AMOUNT TOTAL PRICE LESS: DEPOSIT TYPE MILEAGE COlOR PAY OFF DUE TO, POLICY NO. ODED. EFFECTNE DATE AGENT o COMPo BALANCE DUE ON DELlV RY C,O.D. FINANCE Buyer agrees to deliver trade-in to dealer in same condition as when it was appraised. Buyer certifies that he(she) is 18 years old or older and acknowledges a receipt of this order x PRICE SUBJECT TO CHANGE BY MANUFACTURER WITHOLfT NOTICE. L10UIDATED DAMAGES, IN THE EVENT OF CANCELLATION OR BREACH OF THIS AGREEMENT BY THE BUYER, THE DEALER SHALL BE ENTITLED TO RETAIN AS L1aUIDATED DAMAGES, THE SUM OF $ , BUYER HEREBY ACKNOWLEDGES THE ABOVE PROVISION. SIGNED RCHASER SIGNED THIS ORDER IS NOT V BY DEALER OR HI RCHASER D UNLESS SIGNED AND ACCEPTED AUTHORIZED REPRESENTATIVE x ~ X /" Salesman's Name' APPROVED, DEALER OF lLfTHORIZED REPRESENTATIVE REV-1508 EX +(1-97) COMMONWEALTH OF PENNSYLVANIA. lNHERITANCETIV< RETURN RESIDENT DECEDENT ESTATE OF Joan D. Bair SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY SS!! 201-16 -1466 10/08/2004 FILE NUMBER 21-04-1065 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jo tly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1 1999 Cadillac Catera sedan. VALUE AT DATE OF DEATH 8,500.00 2 Highmark Blue Shield, - refund of medical insurance prem um. 335.93 3 Household goods, contents, furniture and furnishings. 3,490.50 4 PA Department of Revenue, - 2003 personal income tax ref nd due to overpayment. 161.15 5 Travelers Insurance Co., - refund of automobile insurancE premium. 13.00 6 U. S. Treasury Note" CUSIP #912828AM2 - 2118 Note T 04; principal: $15,003.52; accrued interest: $138.59). 15,142.11 TOTAL (Also enler on line 5, Rec ipilul'lion) $ 27,642.69 (If more space is needed. insert additional sheets of the same size) Copyright (e) 1996 form software only CPSystems, (nc. Form REV-150B EX (Rev. 1-97) TD5~.20 tMay 2001) MNo011:.t4 t" TREN3URY DIRECT" Phone: 1-800-722.2678 Outsldo tho US? Olal 1-617-994-5500 JOAN 0 BAIR 100 EAST LOCUST STREET MECHANICSBURG PA 17055-3B40 FEDERAL RESERVE BANK OF cmCAGO Sold U. S. TREASURY NOTE 2 1/8 NOTE T 04 amount of 15,000.00 Price Dollar Price 1003/128 100.023438 1D Account: 4800-621-5895 RFI#: (C) Acct#: JOAN D BAIR 100 EAST LOCUST STREET MECHANICSBURG. P A 17055-3840 THE FOLLOWING REINV CURRENT SECURITY HA BEEN SCHEDULED f.ir,f~'I.i'.:':.:"i.:"'.' 9128273L4 1013112002 3/4 NOTE N $15,000 FOR REINVESTMENT INTO: ..:........~.II!.....~I,..j...~.j 912828AM2 1013112004 1 2 YEAR NOTE Issue Date CONFIRMATION 105837 201-16-1466 10/06/2004 10/0712004 G1SJYoo Net Amount 15,108.11 10/31/2002 Maturity Date 10/3112004 Trade No. TIN Trade Date Settlement Date Inv. Dept. ,CUSIP No. 912828AM2 PrinciDa1 Interest Yield 15,003.52 138.59 0313-1273-8 5070091713 P A 1.75 NT BY CHECK The yield abov does not include the transaction fee. FRB Chicago i acting as the Treasury's designated fiscal agent. A action fee of $34.00 has been subtracte from yoor net amount. REV-1509 EX +(1-91) SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTL V-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF 10/08/2004 FILE NUMBER Joan D. Bair SS{I 201-16-1466 21-04-1065 If an asset was made joint within one year of the decedent's date of death, it must be reported on S hedule G. SURVIVING JOINT TENANT(Sj NAME ADDRESS RELATIONSHIP TO DECEDENT A. Johanna Bair Beegle 267 Wyoming Avenue Daughter Eno1a, PA 17025 B. C. JOINTLY-OWNED PROPERTY, LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE Include name of flnandal institution and bank DATE OF DEATH DECD'S VALUE OF account number O-t slmllar Identifying number. NUMBER TENANT JOINT Attach deed for jointly-held real estate, VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1 A 07/22/02 PNC Bank, - Checking 6,728.23 50.00% 3,364.12 Account {l5070091713, opened 07/22/2002 in names of Decedent and Johanna B. Beegle; principal balance as of D.O.D. : $6,727.71; accrued interest: $0.52. 2 A 07/22/02 PNC Bank, - Savings Account 5,652.45 50.00% 2,826.23 ~5004001353 , opened 07/22/2002 in names of Decedent and Johanna B. Beegle; principal balance: $5,650.77; accrued interest: $1.68. Account ~as closed 10/08/2004 and the balance of $5,652.45 was deposited in Checking Account {l507009l713. TOTAL (Also enter on line 6, Recapitulation) $ 6,190.35 (If more space is needed insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1509 EX (Rev. 1-97) o PNCBAN<. TO TELEPHONE DATE FROM TELEPHONe FA)! MARLIN MCCALEB 717-691-7770 FAX 717-691-7 '12 A1)dl 25. 2005 PAGES INCLUDING Co IER 4 VICD: BOQUS \l\d... ftr.... . u 717-6511-4060 q FAX 717-691-4 '16 COMMENTS: 8: JOAN MIlt - DATE OF O~H BAIJ\NCE! 'rO C1.ARIn: :rill!: Ll:TTER PRZVIOtlSLY SJ:N'l ~b YOU BY me aANK, THE SAVINGS BALANCn ON 10-7-2004 WAS $5,650.77 AND CIlI!:CKING BALANCE lO.S $6,727.71, THE SAVINCS BAI..ANCE PLUS POSTED INTEQS~ 01'" $1.68 lO.S TRANSFi:lUlID 1IND POSTED TO THE CIlICKWC: ACCOUNT ON 10-8-2004 TO MAKE THE TOTAL THAT D~ $12,359.25. SHOllIoD YOU NBSD ADDITIONAL INB'OllICA'l'ION, rEEL FREE TO CAu. llIIl. PI m.mJ:>e, Q/ the PNC Flnanclol 5""'1_ G,..p 2 E WAIN STREET. MECHANICSBURG PA 170M www.pnebank.oom . Total Banking Statement ~PNCBAN< PN'C Bank Prima account number. 50-7009-17\3 Page 1 013 For the period 0912312004 to 1012112004 Numb r of enclosures: 16 JDAN BAIR S;r r 24-hour banking, customer service and - nsaction or interest rate information, JOHANNA B BEEGLE 267 WYDMING AVE 11' sl o-on to Account link ~ by Web on pn bank.com or call1-888-PNC-BANK ENOLA PA 17025-2433 Pa a serviclo en espanal, 1-866-HOLA-PNC Movln ..7 Ple.se contact us .tl-888-PNC-BANK i:!Slw ole to: Customer Service P< Box 609 Pit sburgh PA 15230-9738 jQVi it us at pncbank.com In terminal: 1-800-531-1648 .~ heMlng irnpau-ed dienu only Relationship Overview . Bank Deposit Accounts Description Account Number Deposit Balance Interest Checking 50-7009-1713 22.735,69 Perfonnance Money Market 5().()400.1353 .00 Total Depooits 22,735.69 Senior Pr....illlll Plan Dan Salr Int8l'est Checking Account S...mary ohanna B Beegle Account number: 50-7009-1713 Balance Summary lease see the Activity Detail section for Beginning Deposits and CheckS and other Ending dditiona) information. balance other additions deductions balance 4.439,25 26,589.78 8,293.34 22,735.69 - Ayerage monthly ChanJes - balance and fees 11,405.66 .00 Transaction Summary Checks paid! Check Card POS Check Card/Bankcard withdrawals signed transactions POS PIN transactions 16 0 0 Total ATM PNC Bank other Bank transactions ATM transactions ATM transactions 0 0 0 Interest Summary t sof 10121, a total of $&.02 in interest was Annual percentage Number of days Averaglil collected Interest Earned e rned this year. Yield Earned _ (APYE) In Interest period balance for APYE this period . 0.15)( 29 10.864.32 1.27 Activity Detail Deposits and Other Additions ere were 10 Deposrts and Other Additions Data Amount Oe!oCrip1.\on \ taling $26,589.78, 09/29 248,34 Direct Deposit. Dividend , IDS Amex Mpls Mn 01011081067 I Deposjts and Other Additions continued on next page ! FOFlM953R-01G1 Total Banking Statement 8 For 24-hour customer service information, sign-on to Account Link t> by Web on pncbank.com or call1-888-PNC-BANK Acc01mt number: 50-7009-1713 - continued Dep..ita end Other Addition. - continued Date Amount Description 226.26 Direct Deposit - Dividend IDS Amex Mpls Mn 01250914292 3,900.00 Direct Deposit - Premium Ta Life Ins -Aty 71().0200Pb16745 856.00 Direct Deposit- Soc See US Treasury 303 203105533D 247.35 Deposit Reference No. 024749295 350.00 Deposit Reference No. 027295957 . 5,650.77 Tel 04000041110173 Transfer From Xxxxxx1353 1.68 Deposit Reference No. 025178172 15,108.11 Deposit Reference No. 029460200 1.27 Interest Payment 09/29 09/~0 10/01 10/01 10/04 ....10/08 "" 10/08 10/14 10/21 Cbocka Chec:k numb&r 4058 4061 · 4063 . T 4064 4065 T .4066 T 4067 4068 Date Reference Amount poid number '"$!O.oo 09/24 025512587 179_14 09/23 0265&9686 735.00 09/24 027488585 58.76 09/29 E094191709 735.00 09/30 . 027612248 100.00 09/29 0242608!! 450.00 10/04 026808707 16.59 10/07 026446985 * Gap. in .check sequence "T" Teller Cashed Check Daly Balance Doteil Date Balance . 09/23 4,260.11 09/24 2,995.11 09/29 3,310.95 .09/30 .6,475.95 Oat. 10/01 10/04 . 10/06 10/07 BalancllI 7,579.30 7,479.30 6,744.30 6,727.71 +-- oat. 10/08 10/12 10/13 10/14 . ;, eo, - . ~, " For the erlod 0912312004 to 10121/2004 JOAN B R Primary unt number: 50-7009-1713 . Page20 3 Check number 4070- T 4073 4074 4075 4076 4077, Amount 735:00 ;100.00 ~;OOO.OO 81.34 - 49.37 42.23 Dat. paid Reference number 849S457 o 7025008 026842250 028162954 028715990 025085835 024044609 027255285 Th e were 16 checks listed totaling $8 '3.34. Balance 12,359.25 10,359.25 8,259.25 22,826.02 Important Account Inlonnatlon-Amendment to tho Cons_or Schedulo Of. Service Cha..... and Fe.. Date 10/21 Balance 22,735.69 'The information stated below amends certain information in our Consumer Schedule of Servic Charges arid Fees ("Schedule"). Please take the time to review the following and keep it with your records. I nther information in the Schedule continues to apply to your account. !fyou.have any questions, please stop by your b. ch or call us at the number listed on the top of your statement. Weare happy to answer any questions you may have. Thank you Effective October 1, 2004 OTHER ACCOUNT CHARGES AND SERVICES NSF Returned Item Charge - $31 per check or debit item that is returned due to an insuffici tledger or available balance. NSF Paid Item Charge - $31 per check or debit item paid against an insufficient ledger or avail ble balance; also applies to any overdraft caused by our assessment of any service charge, fee or payment, or any check or othe debit item in this schedule. Overdraft Caused by a Return of Deposited Item - $31 additional per item. TDt~J 'Banking Statement S For 24-hour customer service information, sign-on to Account Link ~ by Web on pncbank.com or call1-888-PNC-BANK Account munber: 50-7009-1713 - continued Perfonnance Money Market Account Summary Account number: 50-0400-1353 Balanc. Summary Beginning Deposits and Check"! and other balance other additions deductions 5,650.77 1.68 5,652.45 Average monthly balance 2,922.81 Inter.ot Summary Annual Percentage Number of days Average collecled Yield Earned (APYE) In Interest period balance for APYE 0.73% 15 5,650.77 Activity Detail D.pooita and Oth.r Additi_o Date Amount Description 10/08 1.68 Interest Payment Oth.r D.....ction. Oat. AmOUnt Description 10/08 .00 Outstanding Item Close -il'10/08 5,650.77 Tel 0400004111 0173 Transfer To XxxxxxI713 ....10/08 1.68 Debit Memo Reference No. 025178173 Daly Balanco Dotail Date Balance 09/23 5,650.77 . Date 10/08 Balance .00 " I I Ending balance Charges. and fees Interest Earned this period 1.68 . o PNCBAN< For tle period 09/23/2004 to 10/21/2004 JOAN BAIR Prima Iv account number: 50-7009-1713 Page 013 .00 .00 . Joan 0 BaiT ohanna B Beegle Please see the Activity Detail section for dditional information. ~ of 10/21, a total of .20.88 in interest was amed this year. "here was 1 Deposit or Other Addition taling $1.88. nere were 3 Other Deductions totaling 5.652A5. . FORM953R-01OL 0PNCBAN< December 6. 2004 Marlin R McCaleb Attomey at Law 219 EMain 8t POBox 230 Mecl1anic5burg, PA 17055 RE: Estate of Joan D Bair (Decea5ed) SSN: 201-16-1466 DOD: 10..oS-2004 Dear Mr. McCaleb: scp In respollSCl to your request fOT Date of Death balances for the cu.tomer oted above. our records show the following: Chec:Jdag Acco\lDt AcCOUllt #5070091713 Established 07- 2.2002 JOAN BAtR JOHANNA B BEEGLE DOD balance: $12,359.25 -;- $0.52 accruedintemll Savinp Accoltnt Account 5004001353 EstablisMd 07-2 .2002 JOA.N D BAIR JOHANNA. B BEEGLE This account closed on the date of death. for a closing balmce pica" co listed below. the branch MECHANlCSBUllG BAA1\~CH 2 EAST MAIN STREET ME.CHANlCSBtJRO FA 17055 717-691-4035 The decedent maintained Investment Account iFI27113S02. for please call1-80o..762-6111. infonnation p. I of2 Please note that thia office only provides date of death balances for dep sjt acC01l!lt8 (IRAs, CDs. Checking aile! Savings accounts). We do vot process oy Ilclal trllDSactions or pro.;de st:atcmeDts. If YOII Deed IlSsistance with any 0 these items, plc83e caU 1-888-PNC-BANK (I-888-762-2265) or stop by your lQC&1 C Bank branch. office. Sincerely, tH".c.... ~-,/, <- ~-g/ Erica L Sch1eael 1-800.762-1775 P7-PFSC-04-P ;00 FIm Avo Pimburgb fA 15219 fllSC 2 of2 Member FDIC TOTFlL P.02 REV-1510 EX +(1-97) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERJTANCETAX RETURN RESIDENT DECEDENT ESTATE OF Joan D. Bair 10/08/2004 SS11 201-16-1466 This schedule must be completed and filed it the answer to any of questions 1 through 4 on page 2 is ~s. ITEM NUMBER 1 DESCRIPTION OF PROPERTY INCLUDE THE NAMEOFTHETRANSFEREE THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH ACOPYOFTHE DEED FOR REAL ESTATE. American Express Company - Mutual Fund Account #01011081067 7 002, TOD to C. William Bair and Johanna B. Beegle, equally. DATE OF DEATH VALUE OF ASSET 80,724.42 %OF DECD'S INTEREST 100.00% E CLUSION QF [PPLlCABLE) 80,724.42 2 American Express Company - Mutual Fund Account #01150914292 0 002, TOD to C. William Bair and Johanna B. Beegle, equally. 181,742.43 100.00% 3 American Express Company - Mutual Fund Account #0120914292 8 002, TOD to C. William Bair and Johanna B. Beegle, equally. 39,635.75 100.00% 4 American Express Company - Mutual Fund Account #01260914292 7 002, TOD to C. William Bair and Johanna B. Beegle, equally. 114,215.48 100.00% 5 American Express Company - Annuity Account #93001436185 9 004, POD to C. William Bair and Johanna B. Beegle, equally. 62,411.64 100.00% 6 American Express Company - Annuity Account #93001436259 2 004, POD to C. William Bair and Johanna B. Beegle, equally, 62,411.64 100.00% 7 Annuity #0200PB16745, Transamerica Life Insurance Co., - POD to Johanna Bair Beegle. 43,853.26 100.00% 8 PNC Investments, - Account #12783802, POD to Johanna Bair Beegle. 5.92 100.00% TOTAL (Also enter on line 7, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) Copyrlght(c) 1996 form softwareonty CPSystems, Inc. FILE NUMBER 21-04-1065 TAXABLE VALUE 181,742.43 39,635.75 114,215.48 62,411.64 62,411.64 43,853.26 5.92 585,000.54 Form REV-1510 EX (Rev. 1-97) From: To: cc: Subject: Christopher S Lobash on 10/1912004 05:43 PM Gerald X BrillainlFieldIWHIAEFA@AMEX EDITH J BAIR - CLIENT 1010400296-9 CLAIM INFORMATION ~ COpy IDS UFE INSURANCE COMPANY AMERICAN EXPRESS FUNDS AMERICAN EXPRESS CERTIFICATE MPANY AMERICAN EXPRESS BROKERAGE 70100 AXP Fln..c1oJ C,"".r Mlnneepolls, MN 55474 October 19, 2004 GERALD W BRITIAIN STE201 5006 EAST TRINDLE RD MECHANICSBURG, PA 17050-3651 Dear GERALD W BRITIAIN: Thank you for your recent inquiry regarding EDITH J BAIR's accounts. Tbese are the ues of the accounts as of 10/08/2004. AI the end of this letter, you will find a list of beneficiaries shown in our' . review of the deceased's accounls. Please provide our office with any contact information you may e, including but not limited to complete names, addresses, telephone numbers and relationships to the deceas for any beneficiary or claimant identified on the deceased's accounts. IMPORTANT REMINDER: If you wish to complete settlement prior to the end of the 2004 tax year, all requirem must be received by December 12, 2004. We will put forth our best efforts to handle all requests before year even if received after this date, however, we cannot guarantee that processing will be completed for the 2004 year. lfthere are IRA assets involved with this claim and the decedent's Required Mnim'l1J1 Distribution for 2 has not yet been fulfilled, please contact our office for additional instructions. In accordance with various regulatory agencies, American Express Financial Advisors monthly/quarterly statements for the deceased to the deceased's address of record. Tbe authorization to change the address of the deceased and thus, redirect the mailing Executor(s) of the Estate of the deceased Account Information Mutual Fuuds Account Number 010110810677002 01150914292 0 002 012509142928002 012609142927002 OwnCl"'hin Individual - TOD Individual - TOD Individual- TOD Individnal- TOD Annuities - Post 1985 continue to mail y individua1(s) granted of the statements, is the ~t Jtl"'i' ~.; \lO\, [), ~ t.~:::{ ~ ;,:~ Ii ljl....",;ijl.v Account Number 930014361859004 93001436259 2 004 Ownershin Individual Individual Mutual Funds Account Number 01011081067 7002 01150914292 0 002 012509142928002 012609142927002 Total Value $80724.42 $181742.43 $39635.75 $114215.48 # of shares 16518.578 40780.383 13726.886 12993.798 Asset Value P Share 4.880 4.450 2.880 8.790 Annuities - Post 1985 Account Number 930014361859004 930014362592004 Total Value $62411.64 $62411.64 The date of death values provided are for estate tax purposes and are not values to be p d. Accounts may be subject to market fluctuation as governed by each product. Please note that the values' . ated for any Life Insurance product(s) reflect the gross death benefit at date of death, uot the cash value. - Account Disposition Account disposition is based on how an account is (}wned (the ownership type). The fo owing information will help you understand the process that will be used to settle the accounts. Disposition for Individual- TOD ownenhlp Upon the death of the owner, all accounts registered as individual-transfer on death pass beneficiaries. Although the assets do not become part of the estate for distribution. we included f(}r inheritance and/or estate tax purposes. Disposition for Individual owuersllip The deceased was the onllll11ant on at least one annuity account previously listed. Upon e death of the annuitant, account proceeds t;ypically pass to the beneficiaries named at the time of death. If no b eficiary was designated the proceeds become part of the estate for distribution. DEFERRED ANNUITYNOTI : The beneficiary(s) has the option of taking the annuity death benefit either as a full distnllUtion or under an ann ity payment plan. If the beneficiary(s) wishes to elect an annuity payment plan, we must receive written notice 0 this election within 60 days of our receipt of due proof of death. Due proof of death is considered to mean our eceipt (}f a certified copy of the death certificate, a completed death claim statement, and any other required claim ocuments. If there are multiple beneficiaries, the 60 day window for electing an annuity payment plan begins r ALL beneficiaries on the date we receive complete requirements from the first claimant Required Documents In order to take appropriate stepS to settle the accounts we will need these documents: Certitied Death Certificate (For accounts: 010110810617 002, 01150914292 0 002, 01250914292 8 002, 0126091 2927002,93001436185 9004,930014362592 004) The death certificate must be an original document that bears certification from the heal deparlment or local registrar and includes the cause of death. Estate Settlement Form (3248G) (For accounts: 01011081067 7 002, 01150914292 0 002, 01250914292 8 002, 0126091 2927002) To process a settlement on a Mutual Fund, Certificate, Brokerage or qualified Direct In ent account, we need a completed Estate Settlement Form, version 3248G (or later) from each claimant As arate form should also be included for each ownership type. For non-qua1ilied accounts, pages 3, 4 and 10 must completed. For qualified accounts, pages 7, 8 and 10 must be completed. For all t;ypes of accounts, page 10 m be completed, signed and dated by the claimant as required by the Internal Revenne Service. Instructions for com letion of the form appear at the beginning of each section of the form. If the information provided on the form is ot complete, delays in completion of the c1aim may result Death ClaIm Statement Form (33047T) (For accounts: 93001436185 9 004, 930014362592 004) To process a death claim on an annuity or life insurance account, we must receive a co pleted Death C1aim Statement Form (33047T) from each claimant A completed death claim statement contain the following: The deceased's client information and account number, an acceptable mode of settlement, a completed claimant information section. If any of this information is incomplete, the form will be returned. f a tax withholding election is not selected, we will automatically withhold from the distribution 100/0 of the taxable amount for federal income taxes. The revised Death C1aim Statement Form now includes a default lUUlp option for annuities and life insurance in which the beneficiary will receive a checkbook, with inrmediate access their funds through Membership Banking, rather than a check. An Obituary or Statement listing all children of the decedent (For acconnl!;: 93001436185 9 004, 930014362592004) Because the beneficiary designation is living lawful children or children per stirpes, we or a statement signed by either the advisor or an adnlt child, listing all chiIdren of the d edent (both living and deceased). If a child is deceased, we require a certified copy ofbis or her death certifica . In addition to this, other requirements maybe needed. In order to be compliant with fair claims practices of many states and to 1imit the polen aI for the deceased's accounts to become abandoned property, we will also be inrmediately corresponding wi the beneficiaries listed for any Life and Annuity accounts held by the deceased client Similarly we will be co ndiug with the beneficiaries or claimants of all accounts held by the decedent witbin a minimum of six onths of the date of this letter. Please contact ns if you wish to see a copy of these correspondences. In an effort to improve our process, we invite you to share your feedback with us by s Settlements Feedback. e. Select CLIENT from Homepage. Death t Process and Procedures Additional information abont death settlements can be found on the advisorlink hom the menu toolbar and then select SERVICE from the menu toolbaron the ou the CL Settlement information is available by selecting ""Death Settlements"" from the Acco menu. . g a Lotus Note to: Sincerely, Christopher Lobash Death Settlements Processing Team 70100 AXP Financial Center Minneapolis, MN 55474 Death Settlements Processing Team: Life Insurance Claims: 800-297-6663, PIN, say Death Settlements 800-297-6663, PIN, say Life aaims Attachment: Beneficiary lnformatiou Beneficiary Information We have the following beneficiaries on record for the d~s accounts. Account Number, 010110810677002 Designation: PRIMARY BENEFICIARY C Wll..UAM BAIR SON JOHANNA B BEAGLE DAUGHTER EQUALLY, OR THE SURVIVOR Acconnt Number: 01150914292 0002 Designation: PRIMARY BENEFICIARY CWll..UAMBAIR SON JOHANNA B BEAGLE DAUGHTER EQUALLY, OR THE SURVIVOR ACCG'llnt Number, 01250914292 8 002 DesignatioD: PRIMARY BENEFICIARY C Wll..UAM BAIR SON JOHANNA B BEAGLE DAUGHTER EQUALLY, OR THE SURVIVOR Account Number: 012609142927002 DesignatioD: PRIMARY BENEFICIARY C Wll..UAM BAIR SON JOHANNAB BEAGLE DAUGHTER EQUALLY, OR THE SURVIVOR AcconDt Number: 930014361859004 Designation: PRIMARY BENEFICIARY LIVING, LAWFUL CHILDREN IN EQUAL SHARES C Wll..UAM BAIR SON JOHANNA B BEEGLE DAUGHTER 100.000/. Account Number: 930014362592 004 Designation: PRIMARY BENEFICIARY LIVING, LAWFUL CHILDREN IN EQUAL SHARES 100.00"10 C WILUAM BAIR SON JOHANNA B BEEGLE DAUGHTER When submitting the required documents please attac this cover sheet to the documents, Please include all documents relate to the claim or estate settlement including new account applications, c aim forms, etc. Please do not include any documents not related to the death claim or estate settlement. This will allow for quicker processi g of your claim or estate settlement. 10400296 EDITH J BAIR I I I , ! TO: Christopher Lobash S07 /1654 \ Death Settlements Processing Team I 70100 AXP Financial Center : Minneapolis, MN 55474 . ! ATTN: MAILROOM I, DO NOT SEPARATE ANY OF THIS MAIL. PLEASE DELfER TO THE PERSON IDENTIFIED IN THE NOTE ABOVE ! 0. PNC1NVESTMENTS MmlberN),S[) and Sll'C April 26, 2005 Marlin R. McCaleb Frankebergaer Place 219 East Main Street P.O. Box 230 Mechanicsburg, PA 17055 Subject: Estate of Joan D. Bair (201-16-1466) Date of Death: 10/08/2004 Dear Attorney McCaleb: Please find below the information you requested: 1. Title of Account: Joan D. Bair 2. Date Established: 03/24/1999 3. Date of Death Value: $5.92 held in the Money Market portion of the Investment Account #1218-3802 A check in the amount of $5.94 was mailed to 267 Wyoming Avenue. Ehola, PA 17052 on November 30. 2004. . Please do not hesitate to contact me if I can provide you with further infbrmation. Sincerely. (1;~ CharlesE. Little. CFP Vice President Senior Financial Consultant CEL/dip A member of The PNC Financial Services Group 2 East Main Street Mechanicsburg Pennsylvania 17055 www.pncinvestments.com Important Investor Information: Securities and brokerage ~rvices are provided by PNC Investments ltC,' member NASD and SlPC. Annuities and other insurance products lire offered by PNC Insurance Services, Inc. a licensed insurance agency. 1::r~~1 REV-1511 EX '(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Joan D. Bair SSiI 201-16-1466 10/0B/2004 FILE NUMBER 21-04-1065 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 James R. Gingrich Memorials, - engraving marker. 100.00 2 Myers Funeral Home, - deposit on funeral services. 2,000.00 3 Myers Funeral Home, - balance of funeral services. 6,465.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Numberts) / EIN Number of Personal Representative(s) Street Address City State Zip - Year{s} Commission Paid: Z. Attorney's Fees Law Offices-Marlin R. McCaleb l3,B25.00 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 Register of Wills 324.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 AT&T, - telephone service. 12.16 2 AT&T, - telephone service. 6.3B 3 B&R Locksmith, - repair lock. 50.00 4 Barry L. Heckard, Tax Collector, - 2005 CountyjTownship real 737.18 estate taxes. 5 Borough of Mechanicsburg, - sewer/refuse. 445.28 6 Borough of Mechanicsburg, - sewer/refuse. 212.04 Total of Continuation Schedulers) . 4,458.30 TOTAL (Also enter on line 9, Rec~pitulation) $ 2B,635.34 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) Estate of: Joan D. Bair Soc See iI: 201-16-1466 Date of Death: 10/08/2004 Item fI Description Continuation of Schedule H-B4 (Probate Fees) Amount 1 Register of Wills, 2 Register of Wills, probate Will. 254.00 reserve for additional probate fee. 70.00 324.00 Estate of: Joan D. Bair Soc Sec #: 201-16-1466 Date of Death: 10/08/2004 Item 1/ Continuation of Schedule H-B7 (Other Administrative Costs) Description Amount 7 Chuck Bricker, Auctioneer, 75.00 appraisal of household contents., B Chuck Bricker, Auctioneer, - commission on sale of furniture. 260.50 9 TV cable service. Comcast, 42.23 10 Comcast, TV cable. 60.24 11 Comcast, TV cable. 42.24 12 Comcast, TV cable. 42.24 13 Comcast, - TV cable. 45.24 14 TV cable. 45.24 Comcast, 15 Cumberland Law Journal, - advertising Letters. 75.00 16 Dan White's Plumbing, Heating & A/C, - inspect furnace. 85.00 17 M&S Service Center, Inc. - inspection of car. 57.93 18 Mark Hilbert & Associates, - real estate appraisal. 500.00 19 PNC Bank, bank charge for returned Vodafone check. 10.00 20 PP&L Co. , electric service. PP&L Co. , electric service. PP&L Co. , electric service. PP&L Co. , electric service. PP&L Co. , electric service. PP&L Co. , electric service. 18.39 21 12.13 22 13.16 23 12.82 24 15.79 14.59 25 26 Recorder of Deeds, - recording deed for house and apartment. 41. 50 27 Register of Wills, Short Certificates. 26.00 28 Register of Wills, 30.00 filing Inventory and Appraisement. Estate of: Joan D. Bair Soc See #: 201-16-1466 Date of Death: 10/08/2004 Item 1/ Continuation of Schedule H-B7 (Other Administrative Costs) Description Amount 29 Reserve for final expenses, - filing Account, Releases, etc. 300.00 30 Robert Haring, - refuse removal. 130.00 31 The Patriot-News, - advertising Letters. 135.16 32 TreasuryDirect, Note. transaction fee for liquidation of Treasury 34.00 33 Tree Trimmers, Inc., - trimming trees and shrubs. 350.00 34 UGI Utilities, replace gas meter. 79.00 35 UGI Utilities, repair and replace gas lines. 201.00 36 UGI, gas service. UGI, gas service. UGI, gas service. UGI, - gas service. UGI, - gas service. 177.96 37 87.52 3B 371. 61 39 11.63 40 125.11 41 UGI, gas service. United Water Co. , water service. United Water Co. , water service. United Water Co. , water service. United Water Co. , water service. United Water Co. , water service. United Water Co. , water service. Zinunerman t s Plumbing, - repair hot water heater. 78.43 42 6.76 43 11.08 44 6.76 45 6.76 46 6.76 47 13 .52 4B 800.00 4,45B.30 REV-1512 EX '(1-91) COMMONWEALTH OF PENNSYLVANIA \NHERITANCETI\I.. RETURN RESI DENT DECEDENT ESTATE OF Joan D. Bair SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS SS1f 201-16 -1466 10/08/2004 FilE NUMBER 21-04-1065 Include unreimbursed medical expenses. ITEM NUMBER 1 DESCRIPTION AT&T, - account payable, telephone service. AMOUNT 36.50 2 Comcast, - account payable, TV cable service. 42.23 3 Holy Spirit Hospital, - account payable, medical. 312.72 4 Hospice of Central PA, - account payable, hospice care. 2,100.00 5 Nana Donkor, - account payable, personal care. 210.00 6 PP&L Co., - account payable, electric service. 25.77 7 UC1, account payable, gas service. 81.34 8 United Water Co., - account payable, water service. 49.37 TOTAL (Also enter on line 10, Recapitulation) $ 2,857.93 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form $oftwareonly CPSystems, Inc. Form REV-1512 EX (Re'J. 1-97} REV-1513 EX .(9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERrTANCET/V( RETURN RESIDENT DECEDENT ESTATE OF Joan D. Bair SSjl 201-16-1466 10/08/2004 NUMBER NAME AND ADDRESS OF PERSON(Sj RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS [Include outrfghtspousal distributions, and transfers under Sec. 9116(a)(1.2)] 1 Johanna Bair Beegle 267 Wyoming Ave. Enola, PA 17025 2 C. William Bair 225 North Ridge Drive Perrysburg, OH 43551 3 Eric W. Bair 225 North Ridge Drive Perrysburg, OH 43551 4 Allison A. Bair 225 North Ridge Drive RELATIONSHIP TO PECEQt:NT Do Not List Tr4stee(s) Daughter Son Grandson Granddaughter FILE NUMBER 21-04-1065 AMOUNT OR SHARE OF EST ATE 574,411. 72 328,914.43 7,495.30 7,495.30 ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET II, NON- TAXABLE DISTRIBUTIONS, ! A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN RECTION TO TAX is NOT BtlNG MADE B. CHARITABLE AND GOVERNMENTAL DISTRiBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additiona/sheets of the same size) Copyright (c) 2000 form software only The Lackner Group, Inc. 0.00 Form REV-1513 EX (Rev. 9-00) Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau Fits! Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: InvoiceNo: Invoice Date: Estate of: Estate No: 399 6/8/2005 TOAND. BAIR 21-2004-01065 MARI1NRMCCALEB LAW FIRM 219 EASTMAlNST PO BOX 230 MEGfANICSBURG, P A 17055 vz Qty 1 Fee Description Additional Probate Fee Total 70.00 $70.00 Total: $70.00 Otecks should be made payable to the Register of Wills. TelTIlS: NetJO. Please return one copy of this invoice with your payment. Thank you. Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, ESQ Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: MARllN RMCCALEB LA WFIRM 219 EAST MAIN ST PO BOX 230 MECHANICSBURG, P A 17055 InvoiceNo: Invoice Date: Estate of: Estate No: 399 6/8/2005 TOAND. BArR 21-2004-01065 vz Qty 1 Fee Description Additional Probate Fee Total 70.00 $70.00 Total: -Pc\. J~ l3fS :r:~T $70.00 ..::r ., - ~."- ......- CI- .O'J '" ~~~ o(t~. cC>,' 0",) o :::;...) Cl1ecks should be made payable to the Register of Wills. Terms: Net 30. Please rerum one copy of this invoice with your payment. Thank you. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE p;:cnRn;:o nFq~;: OF NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAl/I!,,~;::;~':_, ,:_::,vl1o~AISE"ENT, ALLOlIANCE DR DISALLOlIANCE INHERITANCE TAX DIVISIDN ,,~, ,,"~c,. . ",F'_ DEDUCTIONS AND ASSESSHENT OF TAX PO BOX Z80601 ' ,. _u -.' I . - ~.u:.. HARRISBURG PA 17128-0601 08-22-2005 BAIR 10-08-2004 21 04-1065 CUMBERLAND 101 APPEAL DATE: 10-21-2005 ( See reverse side under Objections) Allount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS - REY:is4;-Ex-AFp-co3:osi-NOTICE-OF-INHERITANCE-TAX-APPRAIsEHENT:-ALLONANCE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX JOAN E FILE NO. 21 04-1065 ACN 101 Z005 hUG I 9 Pii 12: 04 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN CLE1li< C;: O~. ' :"1;- ,~ MARLIN R MCCMEBESQ M R MCCALEB LAW OFFC PO BOX 230 MECHANICS BURG ,.-..--,, r.'. PA 17055 ESTATE OF BAIR TAX RETURN MAS: I ) ACCEPTED AS FILED ( X) CHANGED SEE *' REY-1547 EX AFP (06-05) JOAN E DATE 08-22-2005 ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R8.1 Est.t. (Schedule A) 2. Stocks and Bonds (Schedule BJ 3. Closely H81d Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. CashlBank Deposits/Hisc. Personal Property (Schedule EJ 6. Jointly Owned Property ISchedule F) 7. Transfers (Schedule GJ 8. Total Assets (1) (2) (3) (4) (5) (6) (7) 204,000.00 127.476.44 .00 .00 27.642.69 6.190.35 585,000.54 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. FuneMll Expenses/AcIII. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hodpge LiIlbUi ties/Liens ISchedule Il 11. Tot.l Deductions 12. Net Valu.of Tax Return 13. Charitable/Gove~tal Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax I~ an assessllent was issued previously, lines 14, 15 and/or 16, 17, 18 and reflect ~igures that include the total o~ ~ returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Anount of Line 14 taxable at Lineal/Class A rate (16) 17. AIIOWlt of Line 14 at Sibling rat. (17) 18. A.ount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due X D : NOTE: NUHBER CD005406 + INTEREST/PEN PAID (-) .00 DATE 06-08-2005 (9) (10) 26,733.16 2.857.93 Ill) (12) (13) (14) .00 X 920,718.93 X .00 X .00 X AHDUNT PAID 41,346.75 INTEREST IS CHARGED THROUGH 09-06-2005 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE NOTE: To insure proper credit to your account, sub.i t the upper portion of this fo.,. with your tax pay_nt. 950,310.02 29.1\91 09 920,718.93 .00 920,718.93 19 will 00 = 045 = 12 = 15 = .00 41,432.35 .00 .00 41,432.35 (19)= 41,346.75 85.60 .70 86.30 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE -.j A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIoNS.)~~ RF.V-Hl0 EX (6..88) '* INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENrS NAME Joan D. Bair FILE NUMBER REVIEWED BY Sheila Megonnell ACN 2104-1065 101 SCHEDULE ITEM NO. H 4 EXPLANATION OF CHANGES Reduced to $0.00. Real estate taxes are not allowable deductions for the years after decedent's date of death. H 16,34, 35&48 Repairs to real estate cannot be used as deductions against the decedent's estate unless the real estate has been sold. ROW Page 1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1 162 EX(1 1-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT MCCALEB MARLIN R 219 E MAIN STREET MECHANICSBURG, PA 17055 ---~---- fold ESTATE INFORMATION: SSN: 201-16-1466 FILE NUMBER: 2104-1065 DECEDENT NAME: BAIR JOAN D DATE OF PAYMENT: 08/29/2005 POSTMARK DATE: 08/29/2005 COUNTY: CUMBERLAND DATE OF DEATH: 10/08/2004 NO. CD 005735 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $86.30 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK# 139 SEAL INITIALS: MW RECEIVED BY: REGISTER OF WILLS $86.30 GLENDA FARNER STRASBAUGH REGISTER OF WillS BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE P::('(',D.~~'~,!~CE TAX ':~':nAreJloteNT- 9F ACCOUNT REV-1607 EX AFP (03-05) ?~ -,~ .....~"'\.." - '1 , , DATE k~TATE OF DATE OF DEATH FILE NUMBER .. - COUNTY ACN 09-26-2005 BAIR 10-08-2004 21 04-1065 CUMBERLAND 101 JOAN E MARLIN R MCCALEB ESQ M R MCCALEB LAW OFFC PO BOX 230 MECHANICSBURG PA 17055 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. -+ RETAIN LOWER PORTION FOR YOUR RECORDS 4-- REV-1607 EX AFP (03-05) --------------------------------------------------------------------------- ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT KKK ESTATE OF BAIR JOAN E FILE NO.21 04-1065 ACN 101 DATE 09-26-2005 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-22-2005 PRINCIPAL TAX DUE: 41,432.35 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 06-08-2005 CD005406 .00 41,346.75 08-29-2005 CD005735 .61- 86.30 TOTAL TAX CREDIT 41,432.44 BALANCE OF TAX DUE .09CR INTEREST AND PEN. .00 II IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .09CR SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J to\f\. Ci L' J C:, C!= () (:-.~) L~li {Jc= Register of "VilIs of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: J6A~ ~ ~/A Date of Death: L?dp'~ t; ~~t:/ Estate No.: ~ 1- O~ - /#,p5 . Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. Stat~ether administration of the estate is complete: Yes p.a No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No JXf 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 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. ~.~. /7 0 b'. /iL Date:Ahcl,;l ~~ ~~~ , Signature #/t;j~ 2 ~6 Name .- ~ ;L/f ;3;f~~~~~ /J_ &t~~~~ ~ /7CGf Address r;?/-7<Z7tJ '!~ t ('oJ r",- ~ .." c\- '~ ~~ , 0..1 I Telephone No. L;""::; (~ = ('-I (.) Capacity: 0 Personal Representative ~counsel for personal representative vt L LAW OFFICES MARLIN R. McCALEB FAMILY SETTLEMENT AGREEMENT, RECEIPT AND RELEASE WHEREAS, JOAN D. BAIR, late of the Borough of Mechanicsburg, Cumberland County, Pennsylvania, died on October 8, 2004, having first made her Last Will and Testament in writing dated August 15, 2002, which since her decease was duly probated before the Register of Wills of said Cumberland County and Letters Testamentary issued to C. WILLIAM BAIR and JOHANNA BAIR BEEGLE, the Co-Executors named in the Last Will and Testament of said decedent; and WHEREAS, C. WILLIAM BAIR, JOHANNA BAIR BEEGLE, ALLISON A. BAIR and ERIC W. BAIR are lineal descendants, heirs and next of kin of the said decedent, the persons named as legatees in her said Will and the only persons interested in her Estate; and NOW KNOW ALL MEN BY THESE PRESENTS, the we, C. WILLIAM BAIR, JOHANNA BAIR BEEGLE, ALLISON A. BAIR and ERIC W. BAIR, being the beneficiaries sharing in the distribution of the Estate of said decedent, do hereby declare and say that we have r-. examined the Account and Schedule of Proposed Distribution of , C. WILLIAM BAIR and JOHANNA BAIR BEEGLE, Executors as aforesaid, for the period ending October 11, 2005, and find the (-,~, l ~; same to be accurate and according to law, and we, C. WILLIAM BAIR, JOHANNA BAIR BEEGLE, ALLISON A. BAIR and ERIC W. BAIR, distributees as aforesaid, do hereby acknowledge that we this day have, had and received of and from C. WILLIAM BAIR and JOHANNA BAIR BEEGLE, the Co-Executors of the Estate of JOAN D. BAIR, the cash or property set opposite our names in the above stated Schedule of Proposed Distribution, in full satisfaction, payment and discharge of all claims we, or any of us, have or may have against each other or against the Estate of JOAN D. BAIR, Deceased, and all interest accrued thereon. NOW, THEREFORE, we the same C. WILLIAM BAIR, JOHANNA BAIR BEEGLE, ALLISON A. BAIR and ERIC W. BAIR, distributees as aforesaid, do by these presents, remise, release, quit-claim and forever discharge each other and the said C. WILLIAM BAIR and JOHANNA BAIR BEEGLE, Co-Executors, their heirs, executors and administrators, of and from our distributive shares of the Estate as set forth in the Schedule of Proposed Distribution aforesaid, and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for or by reason thereof, or under the said decedent's Will, or by contract, or under the intestate law of the Commonwealth of Pennsylvania, or by reason of any other act, matter, cause or thing whatsoever, from the beginning of the world to the day and date of these presents, except for any obligations arising under this Family Settlement Agreement, Receipt and Release or under the Schedule of Proposed Distribution. AND desiring to avoid the delay and expense of the settlement of said Estate by filing the foregoing Account of said administration in the Office of the Register of Wills of said County and by having the balance in the hands of the Co- LAW OFFICES MARLIN R. McCALEB -2- Executors, as shown by said Account, distributed by the Court of Common Pleas of Cumberland County - Orphans' Court Division, we do hereby agree that the within Family Settlement Agreement, Receipt and Release concerning the matter of settlement may be recorded with the same effect upon us as if the same had been reported upon by said Court, and a decree of distribution made on such report by the said Court of Common Pleas - Orphans' Court Division. AND in consideration of the aforesaid settlement being made without the aid of such Court of Common Pleas - Orphans' Court Division, that we, C. WILLIAM BAIR, JOHANNA BAIR BEEGLE, ALLISON A. BAIR and ERIC W. BAIR, distributees as aforesaid, do hereby agree that if any debts or demands other than those included in the aforesaid Account of the said C. WILLIAM BAIR and JOHANNA BAIR BEEGLE, the Co-Executors of the Estate of JOAN D. BAIR, Deceased, shall be hereafter recovered against the Estate of said decedent and be legally payable out of the same, that we will return to the said Co-Executors such amount thereof as may be necessary to pay such debts or demands. The signature page or pages may be executed by the parties hereto in several counterparts (one by each signatory hereto) , each of which is an original and all of which taken together shall be deemed and considered as part of the original document herein. IN WITNESS WHEREOF, we have hereunto set our hands and LAW OFFICES MARLIN R. McCALEB -3- seals this 1,/1:A- 1 L day of C/C7o , 2005. (: l tJ.cwI. 0 j1V(SEALI c.~m Balr~ ./1 ' 0Z ~ J2:; AJ~:L J~ ~ {/ Johanna Bair Beegle t' (SEAL) (SEAL) Allison A. Bair ~~-~ Eric W. Bair (SEAL) LAW OFFICES lARLlN R. McCALEB -4 - seals this 1'-/ ~ day of Od- , 2005. (SEAL) c. William Bair 4 . ~ ~ A~~~ ~ ~ {/ Johanna Bair Beegle (JJ) ~ 3 1 j(;" ,tA~ ison A. Bair (SEAL) (SEAL) ( SEAL) Eric W. Bair LAW OFFICES IARLIN R. McCALEB -4- STATE OF OHIO) COUNTY l-ucPr-5 On this, the 2--4~ SS OF day of (()dv~-er , 2005, before me, a Notary Public in and for said State and County, the undersigned officer, personally appeared C. WILLIAM BAIR, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. LA-Ig~ ~~ Notary ~~~ My commission expires: (SEAL) ~'~"iA4'~" ".;.~.. ~. l~ .. {. . \ DEBORAH A. MICENEC : i NoIaIy Public, Stale of Ohio :, J My Commission Expires 03-01-2010 \d'~ ~ol .....:!.1'i Of o~,. --', ., LAW OFFICES MARLIN R. McCALEB -5- STATE OF PENNSYLVANIA) SS COUNTY OF CUMBERLAND) On this / the rtf tl- day of a~e-" / 2005/ before me, a Notary Public in and for said State and County, the undersigned officer, personally appeared JOHANNA BAIR BEEGLE, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ~~~ Notary Public My commission expires: (SEAL) Notarial Seal Mar1in R. McCaleb, Notary Public Mechanicsburg Bom, Cumber1and County My Commission Expires Dec. 14,2006 "'-----~---_.- V:fFTlf)6 o,=,nnsyivania Association Of Notaries LAW OFFICES MARLIN R. McCALEB -6- LAW OFFICES MARLIN R. McCALEB STATE OF OHIO) riA A-ftJ ~I to i SS COUNTY OF this, #0- of OL~ On the ~ day , 2005, before me, a Notary Public in and for said State and County, the undersigned officer, personally appeared ALLISON A. BAIR, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purposes therein contained. seal. IN WITNESS WHEREOF, I hereunto set my hand and official ;)':i:\iAt':s~.... ...J .....'1..~ 0". '(' \. ~ JANET M. MILLS j Notary Public, state of Ohio 0./ My Commission Expires 05-19-0; ., ~...., ","1' '?..... (SEAL) -7- STATE OF OHIO) SS COUNTY OF L-UC A- ~ On this, the 23d day of C()G+O 6~ , 2005, before me, a Notary Public in and for said State and County, the undersigned officer, personally appeared ERIC W. BAIR, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ~ My (SEAL) C. WILLIAM BAIR, Attorney at law Notary Public, State of Ohio My Commission Has No Expiration Date Section 147.03 R.C. LAW OFFfCFS vlARLlN R. McCALEB -8-