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Home My WebLink About04-1124 PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Estate of Scott E. Carey No. 21-04- \\().L\ also known as To: Register of Wills for the Deceased. County of Cumberland in the Social Security No. 182-40-7218 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older, applY for letters of administration on the estate of (d.b.n.; pendente lite; durante absentia; durante minorit<lle) the above decedent. Decendent was domiciled at death in Cumberland County, Pennsylvania, with h is last family or principal residence at 180 Fry town Road, Upper Frankford Town",hip, PA. (list street. number and municipality) Carlisle Decendent, then 48 years of age, died November 5, 2004 1QI9!:, at his residence. Decendent at death owned property with estimated values as folllows: (If domiciled in Pa.) All personal property $ 47,835.75 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate inpennoylvania $ 121,000.00 situated as follows: 180 Yrytown Road, Upper Frankford Township, Cumberland County, Pennsylvania. Petitioner_ after a proper search h~ ascertained that decedent left no will and was survived by the following spouse (if any) and heirs: Name Relationship Residence Douglas W. Carey, Sr. Brother 1134 Newville Road Carlisle, PA 17013 :,-':.;.:- 1:..", THEREFORE, p~titioner(s) respectfully request(s) the grant of letters 'of admini*ation in the appropriate ,form to the undersigned. t::; 1 CD i 4:.(/ ~/ Iv, :3 ~ ~ Douflas w. Carey, S . i..j '" ~ 113 Newville Road v.J -00 :;@ Carlisle, PA 17013 3:~ "~ ;0 ~ a, Vi OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal representative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. swo.rn to ~r affirlJl!'~ and subscribed f ~~ h~ ~ before me thIs 'CP'- day of ~ 'tr December, 2004. ~ Doug s W. arey, r. t:i ".f....\o.~'1j~ 1 .~. - Register cE No. 21-04-\ \~Lj. Estate of SCOTT E. CAREY , Deceased GRANT OF LETTERS OF ADMINISTRATION AND NOW December 8 ' 2004 l~_, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that Douglas W. Carey, Sr. isAWe entitled to Letters of Administration, and in accord with such finding, Letters of Administration are hereby granted to Douglas W. Carey, Sr. in the estate of Scott E. Carey ".,. dL: '-- FEES P1 Letters of Administration ..... $ 235.00 n, Esquire (06282) Short Certificates( 3) . . . . . . . . .. $ 9.00 A Y (Sup. Ct. J.D. No.) Renunciation ................ $ 60 West Pomfret Street, Carlisle, PA 17013 JCP $ 10.00 TOTAL _ $ 254.00 ADDRESS Filed .\;),.0-:8::-. d:J........ A.D. Jll}<2004 (717) 249-2353 PHONE Thi. i, to certify that thc information here given is correctly copied from an original certificate of death duly filed with me as [m',d Registrar. The original certificate will bc 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 ""',"",Ii"iit""------_ ~ C' tI~ ""'~~,,\. Pf"'4t~--" ~. ~P.. ClN ~' \\\~ UA-:. '1:;j...... ~\ Local Registrar ~~, "", "P::' '~\' _ \"" ''''' ~.. 1-' ~t..-' ,,iT :b~ P :1. 0 78372 4 \~\~~::L~~l NOV 1 2 200, ~~"""''' AlENT \\\ 11111.tl No. '''""""##",,,11' Date n~'*-~c. .{\..-.--" , 0..,. _ 5k~.~'. ~~~\'&.\W\>. ". '2 -"1Cl\~ l'" /I~'\J'l' "= r:~ I ('..0 -:; , . \.,.'..J ;",j W H106, 14411"".1/91 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS ~."' CERTIFICATE OF DEATH IN (Coroner) PSlMANENT SWE flU;: NUMBER IlLACKINK SEX SOClAlSECUFlITYNUt,lBEFl I)AtEOFou:rH(Monrn.o.y,~ E I. Male s. 182 - 40 - 7218 4. November 5, 2004 UNDEA 1 YVlA UNDEFll DAY BIRTHPLACE IC11Vlll'\d PLACEOI'DENH(C_ only ore _inluucll",,"c"Oll1..!iclol MoMho DIY" Hou.. M.._ Sla,-",ForeignCwntryl H08PffAL Carlisle, PA InplllontD ERIOUl~I"nt 0 =IylD 7. ... CITY. so DEATfi F,t,C1LlTVNAME I"nutinsl,ulion.c""_.ndnumbo,, IlACE.Am.rtc:.nlndl.n,alock. WIl~.'IC. (Spoclly) Cumberland k.Lower Frankford 180 Fry town Road White OECEDENT'SUSUAlOOCUPlImON KIND BU INE MAAITAlSVJ'US'Mon1ocl SUA\I1VINl)!>~USE ~=:~~.:~~ CoIOOl N-Dlvo~'":ls~' ~lwll..givem.idon""","' 110 Packaging 1 Pepsi-Cola Co. (HOI'S+) Never Married OECEDENT"SMAllINGADDRESS(SI_.ClIy/'1lnfofl,Stote.ZIpCocl., ~NT'S 17a.S10lG PA Did 11.,[J!:'tn.docodom_1n Upper Frankford """ 1 80 ~rytown Rd. =~~~n. =n' 1.~h.sle, PA 17013 OIl_aide) 1711. OJmberland toWnlhlp? I1dD:"=~= roo FATHEFI'SNA/oIE(FinI.M_,lIl11l MCmlEA'S NAME(fIrol. Middll,M.ic1InSurnlin.) William E. Car 1.. Mildred J. Patterson SNAJ.IIE[Typell'rlnQ INf'ORMANT'SMAlllNl)AOOAESS(SI"IOt,CI~own.Slate,ZleCO<I.) I:bu las W. Carey, Sr. 1134 Newville Rd.; CarJ.isle, PA 17013 PUCE OFDISPOSITlON.NlnllolComotory, Cfomolory l !ON.Cilyflblon,S1.t..ztpCoclo Rli"OO'iIltromhl'O OI'OU...,f'\oco fil ~s Eagle Cranation Srvs. Leola, PA i OF RVlCHIOENS NAMEANOADDRESSOFFAClllTY :l in Brothers Funeral Hare, PA UCENSENUMBER .... _. TIMEOFClEAfH o.o;rEPRONOUNCEDDEAD(Monl~,D.y,\'oor1 v.rASCAseREFERREDlOME~l u. UNKNOWN P. M. 21. November 10. 2004 a. I'H NoD ~.PAJIT': ~:-~~:.!=,:[':mpI"*__C&1Joo<llho_lh.DonOl.ntorth'''-oldying.""",,''',,"'dlICO'l'OIplrotorylnwsl,oho<korhllrtfoluro. !=':.en AARTIi ~~:~~":'.:'::~~:,;~.:...~~~ ionHtlnddNth I Pendin Investi ation i OUElO(ORASACONSEOUENCEOF): 1 . DUElO(QRAS ACONSEClUENCEOF) I , ' DUElO(ORASACONSEOUENCEOFl: ' , . weRE AUTOPSY FINDINGS MANNER OF DEAfH DI'J"E OF INJURY TIME OF INJURY INJUI'lY Ill" WOAK? _1L.ABL.E1'RlOR1O (Monlh,Doy,\'oer1 g?M~?ONOFCAUSE Nil"'" D Hom",'" D "'" 10' - D PendlnglrwHlilll!lon 1it I'H D No 't' 0 . 0 PlACeOFINJURY_A1hOm.,f.orm,_~ll<:1ory.offico SUIcIdl Co"lctnOlbldoto,mJno<l bulcllng.lIe.(SpclIy) ~ _ a ~ CERTIfWI(CMckonly"'" 'camF'nNGPHYSICIAN(Physicioncflr1liyingCAu$llof<llalhwhMonoIher phY8lclalltwpronou......,;_aIIC!oomplll9<lllem23) C Tolho_oImy~,~OC<l\lrNCl_IO'hu'"""lll.nd""'~I",""" ......... .................... D DrOner !z DI!l"ESlaNEP(Monl~,D.y.~ ~ .~N:AN~~.::..":.~:<,'N.t~=,:~~~~=~~<..~~~=o:.::.":'~...I.I.<1.. D 31.. 31d. November 12, 2004 lil NAME AND ADllAESS OF PERSON WHO COMPlETED CAUSE OF oe.<JH C 'M!DICALEXAMINER/COfIONER (Item 271 Typoor Print Michael L. Norris, Coroner i 31..~~~.::~~.~~.~~~~~~.1~~: I.n. ~.Y.~I.n.~~:~~~~ ~~~~. ~~~I~,.~~: ~~,~~:~.~~~~~~~~~~l.~~ p( n. ~;~~a~~~:g~~:. Rp:~' 1 ~o~6e # 1 :i REQISTRAR'SSIQNIll"UREANONUMBER (:'> PI'J"E FIL.ED(Monlh,O.y, Yoarf:j (:\. '\bJ...~ 1-" \ I~I \ I 01 ~.I 301, vV, CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Scott E. Carev Date of Death: November 10. 2004 Estate No.: 21-04-01124 To the Register: I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on December 13.2004. Name Address Douglas W. Carey, Sf. 1134 Newville Road, Carlisle, P A 17013 Notice has now been given to all pe~sons entitled thereto under Rule 5.6(a) except none Date: 12-13-04 /~~~ Signature " IRWIN & GHT Name ROl!er B. Irwin. Esauire Address 60 West Pornfret Street Carlisle. PA 17013 Telephone (717) 249-2353 Capacity: Personal Representative X Counsel for Personal Representative Ifd "OJ ONltlH3at'/f1O l!:Jf)OO S,~ :!O>ll:J318 L S :Z Wd S I 330 ~90l STlWi .:10 83.J.SiD3~ :!O 3~1:J.:!O 030tJOJ3i:J :; CmJ1MO'\l\;V'::A'~rH OF PENNSYLVANIA REV-1162 EX(11-96) Ci"PARTME~JT OF REVENUE BI.;REAL', OF INDIV'OL.;AL TAXES DEP"-,2SD6Jl f-;ARR,ISElUR:::i, PA17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004903 IRWIN ROGER B ESO 60 W POMFRET ST CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- I"i(; _ ___n___ 101 I $18,130.09 EST A TE INFORMATION: SSN: 182-40-7218 I FILE NUMBER: 2104-1124 I DECEDENT NAME: CAREY SCOTT E I DATE OF PAYMENT: 01/31/2005 I POSTMARK DATE: 01/31/2005 I COUNTY: CUMBERLAND I DATE OF DEATH: 11/05/2004 I I TOT AL AMOUNT PAID: $18,130.09 REMARKS: IRWIN ET AL CHECK# 021762 INITIALS: VZ SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WIllS COMMONWEAL TH OF I'ENNSYL VANIA : : SS COUNTY OF CU\lllERLAND : Douglas W. Carey. Sr. , being duly sworn according to law, dcpo~es and says that he is the Executor of the Estate of Scott E. Care v , late of Upper Frankford To\\'oship Cumberland County. Pennsylvania, deceased and that the within is an inventory made by Dou!!las Vv'. Carey, Sf. the said Executor of the entire estate of said decedent, consisting of all the personal property and real estate, except real estate outside the Commonwealth of Pennsylvania. and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. , ~ S\\'orn and subscribed before me, } rJ) i?J~ .i/ ~/J/~ f) i; , } dL---' Douglas W. Carey, Sf. this (v day of I ) 1134 Newville Road } ONWEALTH)Qf_ P s V. fA Carlisle. PA 17013 ...10 ..",I Address ~11 ,S '\~,l:IJ',,)n"a;' ;}ublic Carlisle I'k~"" '. ';}k":<'_lI,:J CoonS(, My Conl1li~":'I'" .'(',:r,'> ;l~'C, 8,2 7 Date of Death to II 20Clf Day Month Year INSTRUCTIONS t. An inventory must be filed v,'ithin three months after appointment of personal representative. 0 A supplement inventory must be filed within thirty days of discovery of additional assets. C') 3. Additional sheets may be attached as to personalty or realty. --,.... _.~ 4. See Article IV. Fiduciaries Act of 1949. .. - I 'I v II ..,- v ~ I ,. 1 I ,[ " " Ii " I CO 11 >- ~ f-II il '-- w E '" v :,; .. ~ co f- f- ;> .3 XI I .... P.. < >- '" " vi c " ;: '" ~ ~ Vl ~I "" " ::: '" 2,1 t.:J oe: . ;>. I X P.. CJ -'< c: .~ E "': 0 f- "" U :..;ri , E-< :;: < 0 ~ ~ .ss ~i " ! z '5 z 01 ~ ~ ",,< - oe: ;> ~ zil - ~ f- "" ~ Q '-- ~ 0 ~ ::t ::t:- <; -I, :1 ;;. "" z b ::J ~ ~,I - II z ~ < v ,." 02 ~ii c, 0.. VJ ~ ..... z - ;:; ,) .L -" I; ~ " -0 I, " 11 " .5 " u - '" 11 Inventory of the real an personal estate of SCOTT E. CAREY , deceased l. 180 Fry town Road, Upper Frankford Township, $121,000 00 Carlisle, PA 17013 . . . . . . . . . . . . . . . . . 2. F & M Trust - Checking - 70-57067. . . . . . . . . . 3,339 09 3. F & M Trust - Savings - 000-0900091. . . . . . . . . 4,622 65 4. F & M Trust - Checking - 32-99090. . . . . . . . . . 25,262 10 5. Personal Property . . . . . . . . . . . . . . . . . 17,951 00 TOTAL. . . . . . . . . . . . $172,174 84 ! ! I STATUS REPORT UNDER RULE 6.12 Name of Decedent: SCOTT E. CAREY Date of Death: NOVEMBER 10, 2004 No. 21-04-01124 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. State whether administration of the estate is complete: ~ Yes _ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes X No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? X Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphan's Court and may be attached to this report. Date: i./' OS/20/2005 /'j .~~ Signature / ,/ IRWIN &( IGHT Roger B. Irwin. Esquire Name (please type or print) 60 West Pomfret Street Address Carlisle, PA 17013 City, State, Zip (717) 249-2353 Telephone Number Capacity: o Personal Representative' 3:; ,_ Counsel for Personal Repr~~~~ativ~~ "t.) ') 0 X u f'.) .r.- UT JOHN E. SLIKE ROBERT C. SAlOIS GEOFFREY S. SHUFF JAMES D. FLOWER, JR CAROL J. LINDSAY BRIAN C. CAFFREY GEORGE F. DOUGLAS, III MATTHEW J. ESHELMANt THOMAS E. FLOWER JACLYN SMITH LAW OFFICES SAIDIS, SHUFF, FLOWER & LINDSAY A PROFESSIONAL CORPORATION 2109 MARKET STREET CAMP HILL, PENNSYLVANIA 17011 TELEPHONE: (717) 737-3405 - FACSIMILE: (717) 737-3407 EMAIL: attomey@ssfl-Iaw.com www.ssfl-Iaw.com August 12,2005 Register of Wills Cumberland County Courthouse Carlisle, P A 17013 Re: The Estate of Evelyn M. Oyler File No. 21-04-1125 Dear Sir or Madam: CARLISLE OFFICE: 26 WEST HIGH STREET CARLISLE, P A 17013 TELEPHONE: (717)243-6222 FACSIMILE: (717)243-6486 tBoard Certified Creditors' Rights Representation r) REPLY TO CAMP HILL Enclosed please find and original and 2 copies of an Inheritance Tax Return to be filed in the above-referenced estate. Also enclosed is a check for the filing fee. Kindly return a time- stamped copy of the return in the envelope provided. Thank you. /sly Enclosures Very trulyyours, /~ ~"",! , I.~... ,....SH~.~ FLOWER & LINDSAY I !~ / I . r-..;) c,,? c::.::J en =~ c= G') <..11 -0 -"'''' -c'... f'J ,- ~- T') ,- ';"::"1 C') (~) :.(, f';;f: C:::J C-) --_.!~~ -" ;'5 r'n ;';? \ \j\N OFFICIAL USE QNl Y REV-1500 EX + (6-00) REV-1500 INHERITANCE TAX RETURN FILE NUMBER COMMONWEALTH OF PENNSYLVANIA 21-04-1124 DEPARTMENT OF REVENUE RESIDENT DECEDENT DEPT. 280601 COUNTYCQDE HARRISBURG, PA 17128-0601 YEAR NUMBER DECEDENT'S NAME(lAST, FIRST. AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 0 Carey Scort E. E 182-40-7218 C DATE OF DEATH (MM-DD-YEAR) DATE OF BJATH (MM DO-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE E 0 11/10/2004 06/11/1956 REGISTER OF WILLS E N IIF APPLICABLE) SURVIVING SPOUSE'S NAME(lAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURlTY NUMBER T ~ 1. Original Return 2. S"ppleme'tol Relum B 3. . ,date of death ..... Remamder Return prior to 12-13-82i CAPB "x 4. Limited Estate ..... 40. Future Interest CompromisE! (date of death after 12-12-82) 5. Federal Estate Tax Return Required HpRL EplO 6. Decedent Died Testate 7. Decedent Maintained a living Trust 8. Total Number of Safe Deposil8oxes '-" '- - CRAC (Attach copy otWill) (Attach copy of Trusti KOTK D 9. litigation Proceeds Received 010. 0 11. Election to tax: under Sec. 9113tA) ES Spousal Poverty Credit (date ot death between 12-31-91 and 1-1-95) (Attach Sch 0) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE & CONFIDENTlA~ TAX INFORMATION SHOULD BE DIRECTED TO: P NAME COMPLETE MAILING ADDRESS C 0 0 R02Cer B. Irwin Esq. 60 West Pomfret Street N R 0 FIRM NAME (It Applicable) West Pomfret Professional Bldg. R E E IRWIN & McKNIGHT Carlisle, PA 17013 S N T TELEPHONE NUMBER 717/249-2353 1. Real Estate (Schedule A) (1) 121,000.00 OFFICIAL USE ONl Y 2. Stocks and Bonds (Schedule B) (2) None , 3. Closely Held Corporation. Partnership or (3) None Sole-Proprietorship , i 4. Mortgages & Notes Receivable (Schedule D) (4) None --'"~ R 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 51,174.84 I c.> E -- C (Schedule E) A 6. Jointly Owned Property (Schedule F) (6) None -, P - 0 -- I Separate Billing Requested , T 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) -0- -- , .' , U L (Schedule G or L) - ...- A "'., T 8. Total Gross Assets (total Lines 1~7) (8) 172,174.84 I o N 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 12,539.03 10. Debts of Decedent Mortgage Liabilities, & Liens (Schedule I) (10) 599.90 11. Total Deductions (total Lines 9 & 10) (11) 12. Net Value of E.state (Line 8 minus Line 11) (12) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 13,138.93 159,03~.91 159,035.91 C o M P T U A T X A T I o N SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) 0.00 X .0 0 (15) 16. Amount of Line 14 taxable at lineal rate 0.00 X .0 45 (16) 17. Amount of Line 14 taxable at sibling rate 159,035.91 X .12 (17} 18. Amount of Line 14 taxable at coJJateral rate 0.00 X .15 (18) 19. Tax Due (19) 20. !;HE~KHl;;RE'II;".j'qVAIll;;REQ.OESII/l$!!AIlEI;"IJ"'I\c:j~'AA.c:jV_ERM.y...Iit...:t > > BE SURE TO ANSWER ALL QUESTIONS ON R.EVERSE SIDE AND TO RECHECK MATH < < 0.00 0.00 19,084.31 0.00 19,084.31 Copyright {e) 2000 form software only The Lackner Group. lne Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 180 Frvtown Road CITY 1 STATE I ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 19,OB4.31 954.22 Total Credits ( A + B + C) (2) 954.22 3. Interest/Penalty if applicable D. Interest E. Penalty T otallnterest/Penalty ( D + E 1 (3) 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 (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 0.00 18,130.09 0.00 18,130.09 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. 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 death 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 YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Yes No ~~ o o []J []J o []J Under ~naltie$of !=)eljUT'), I dec\arethat I have examined this return, including accompanying schedules and statements, ilnd to the best of my knowledge and belief, it is true. correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. RSON RESPONSI~;,E FOR F)'NG RETURN ~ V GX/;f /l Douglas W. Carey, Sr. 1134 Newville Road ----------------------------------------------------- Carlisle, PA 17013 IRWIN & McKNIGHT DATE ! ,Ii t~i.. :::){ SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE / i~/;;~' For dates of 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 [72 P.S 9116 la) (111 (iI]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S_ 9116 (a) (1.1) (H)J. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates af death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is Q% [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. 9116i, 1 ,2) [72 P.S. 9116(a)11IJ. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings IS 12% [72 P.S. 9116(a)( 1.3)]. A sibling is defined. under Section 9102. as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Copyright (C) 2000 form software only The Lackner Group. Inc. Form REV-1500 EX (Rev 6-001 REV -1502 EX + (i-97) SCHEDULE A COMMONWEAL TH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Scott E. Carey SS!! 182-40-7218 11/10/2004 21-04-1124 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a wiJling buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with riQht of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE DESCRIPTION NUMBER OF DEATH 1 180 Fry town Road, Carlisle, Upper Frankford Township, FA 121,000.00 TOTAL (Also enter on line 1, Recapitulation) $ 121,000.00 (If more space is needed. insert additional sheets of the same sIze) Copyright (ei '1996 form soltware only CPSystems, lnc Form REV-1S02 EX (Rev. '-9T REV-150B EX ~ (1-97) COMMONWEAL TH OF PENNSYLVANIA INH ERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Scott E. Carey SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY SSfj 182 -40 - 7218 11/10/2001, FILE NUMBER 21-04-112/+ Include the proceeds of litigation and the date the proceeds were received by the estate All property jOintly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 DESCRIPTION F & M Trust - Checking - 70-57067 VALUE AT DATE OF DEATH 3,339.09 2 F&M Trust Savings - 000-0900091 4,622.65 3 F&M Trust Checking - 32-99090 25,262.10 4 Personal Property - - Appraisal Attached 17,951.00 TOTAL (Also enter on line 5, Recapitulation) $ 51,174.84 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996form software only CPSysl~ms, Inc, Form RE'J-1508 EX (Rev. 1-97\ REV-1510 EX + i:1-97; COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Scott E. Carey SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY SSII 182-40- 7218 11/10/2001, FilE NUMBER 21- 04 -1124 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. DESCRIPTION OF PROPERTY % OF ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR DATE OF DEATH DECDS EXCLUSION TAXABLE VALUE RELA110NSHIPTO DECEDENT AND THE DATE OF TRANSFER. NUMBER ATTACH ACOPYOF THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST !IF APPLICABLE) 1 Pepsi Bottling Group - 39,045.71 39,045.71 0.00 401(k) I I I TOTAL (Also enter on line 7, Recapitulation) $ 0.00 (If more space is needed, Insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems.lnc Form REV-1510 EX IRev 1-97', REV 1511EX+(1~97:' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Scott E~ Carey Debts of decedent must be reported on Schedule I. ITEM NUMBER A. B. SSli 182-40-7218 FILE NUMBER 21- 04 -1121, 11/10/2004 DESCRIPTION AMOUNT 1 FUNERAL EXPENSES, Ewing Brothers 3,108.00 1. ADMINISTRATIVE COSTS, Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EJN Number of Personal Representative(s) Street Address City State Zip Year(s! Commission Paid: 2. 3. Attorney's Fees IRWIN & McKNIGHT 8,325.00 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. Register of Wills 254.00 Probate Fees 5. Accountant's Fees 6. 250.00 Tax Return Preparer's Fees 7. 1 Other Administrative Costs Cumberland Law Journal - Estate Notice 75.00 2 Register of Wills - Filing Fee 30.00 3 Rowe's Auction Service - Appraisal on Personal Property 85.00 4 Steven W. Barrett - Appraisal on Real Estate 27 5.00 5 The Sentinel - Legal - Estate Notice 13 7.03 TOTAL (Also enter on line 9, Recapitulation) $ 12,539.03 (If more space is needed insert additional sheets of the same size) Copyright (c) 199610rm software orlly CPSyslems, Inc Form RE\I-1511 EX (Rev 1-971 REV-1512 EX +(1-91) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT Dt:CEDENT ESTATE OF Scott E. Carey SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS SS11 182-40-7218 1l/10/200t, FilE NUMBER 21- 04 -1l2/, Include unreimbursed medical expenses. ITEM NUMBER 1 Adams Electric DESCRIPTION AMOUNT 83.71 2 Cabela's Visa 3 MSHMC Physicians - Medical 4 Shirley Armold - Taxes 5 Sprint Telephone 6 Suburban Energy Service Propane 7 Waste Management - Trash 96.56 30.00 11. 00 76.50 241.11 61. 02 TOTAL (Also enter on line 10, Recapitulation) $ 599.90 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc Form REV-1S1Z EX (Rev_ 197) REV-15 13 EX + (9-00) COMMONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF 5cott E. Care 551! 182-40-7218 11/10/2004 RELATIONSHIP TO DECEDENT 00 Not List Trustee(s) FilE NUMBER 21- 04 -112/, AMOUNT OR SHARE OF ESTATE 1 NAME AND ADDRESS OF PERSONIS) RECEIVING PROPERTY TAXABLE DlSTRIBUT1QNS [include outright spousal distributions. and transfers under Sec, 91 Hil,a\(1.2:,j Douglas W. Carey, Sr. 1134 Newville Road Carlisle, PA 17013 Brother Remainder NUMBER I. 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 ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON- TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00 (If more space is needed. insert additional sheets of the same size) Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev <l-OOI RE: Scott E Carey DATE OF DEATH 11/05/2004 ACCOUNT INFORMATION X CHECKING SAFE DEPOSIT SAVINGS CERTIFICATE OF DEPOSIT SHARES OF STOCK DATE OPENED 09/24/1996 DATE CLOSED ACCOUNT NUMBER 32-99090 still open ACCOUNT BALANCE AT Dl',TE OF DEATH 525,257.58 ACCRUED INTEREST TOTAL ACCOUNT BALANCE NAME(S) ON ACCOUNT REGISTRATION OF ACCOUNT ------------------------------------------------ ACCOUNT INFORMATION x CHECKING(MMA) SAFE DEPOSIT SAVINGS CERTIFICATE OF DEPOSIT SHARES OF STOCK DATE OPENED 03/22/2000 DATE CLOSED still open ACCOUNT NUMBER 70-57067 ACCOUNT BALANCE AT DATE OF DEATH 53,337.28 ACCRUED INTEREST 51.81 TOTAL ACCOUNT BALANCE 53,339.09 NA~vJE(S) ON ACCOUNT Scott E Carey REGISTRATION OF ACCOUNT Individual RE: Scott E Carey DATE OF DEATH 11/05/2004 ACCOUNT INFORM~TION CHECKING SAFE DEPOSIT x SAVINGS (IRA) ___CERTIFICATE OF DEPOSIT SHARES OF STOCK DATE OPENED ACCOUNT NUMBER 01/22/1999 DATE CLOSED 000-0900091 still open ACCOUNT BALANCE AT DATE OF DEATH $4,615.80 ACCRUED INTEREST $6.85 TOTAL ACCOUNT BALN~CE $4,622.65 NAME(S) ON ACCOUNT Scott E Carey REGISTRATION OF ACCOUNT IRA - F&M Trust Custodian --------------------------------------------------------------- ACCOUNT INFORMATION CHECKING SAFE DEPOSIT SAVINGS CERTIFICATE OF DEPOSIT SHARES OF STOCK DATE OPENED ACCOUNT NUMBER ACCOUNT BALANCE AT DATE OF DEATH ACCRUED INTEREST DATE CLOSED TOTAL ACCOUNT BALANCE NAME(S) ON ACCOUNT REGISTRATION OF ACCOUNT --------------------------------------------------------- = THE PEPSI BOTTLING GROUP PSG 401 (k) Plan Retirement Savings Statement October 1, 2004 - December 31 , 2004 MG 56240 D SCOTT E CAREY 180 FRYTOWN RD. CARLISLE, PA 17013 ~ Customer Service Number: t-877-PBG-7373 For questions regarding your statement, call between 8:30 AM - 12 PM ET weekdays or log onto wwwAOlk.c Your Account Summary Your Asset Allocation Beginning Balance Change in Market Value Ending Balance Additionallnformalion . Vested Balance $38,684.87 360.84 $39,045.71 . Stocks 15% . Bonds 85% $39,045.71 Your Personal Rate of Return This Period 0.9% Year to Date 5.7% Your Personal RatE! of Return is calculated with a time-weighted formula, widely used by financial analysts to calculate investment earnings. It rafted; the results of your investment selections as well as any activity in the plan account(s) shown. There are other Personal Rate of Return formulas used that may yield different results. Remember that past perfonnance is no guarantee of future results. Your investments are currently allocated among the displayed asset classes. Percentages and totals may not be exact due: rounding. Market Value of Your Account Displayed in this section is the value of your account for the statement period, In both shares and dollars. Shares/Units Shares/Units Price on Price on Market Value Market Val Investment on 9/30/2004 on 12/31/2004 09/30/2004 12/31/2004 on 09/30/ 004 on 12/31/20 Stock Investments $5,684.64 $5,672. -PBG Stock Fund 253.391 253.391 $22.43 $22.38 5,684.64 5,672 Bond Investments $33,000.23 $33,373. -Security Plus Fund 15,796.796 15,796.796 $2.08 $2.11 33,000.23 33,373. Accoul1tTotal 38 684.87 9045. Remember thaI a dividend payment to fund shareholders reduces the share price of the fund, so a decrease in the share prlce tor the statement period does not necessarily reflect lower fund performance. As of December 31,2004 you own 253.391 units in the PSG Stock Fund, which equates In value to approximately 209.7767 shares of stock at $2~ per share 4578 MG004578 0001 20050112 MG4K Page 3 B~~L RO WE: ~~ ~~~~t OB . AU 2276L R. D. 4, Box 353 . Carlisle, P A 249.2677 249-1978 Auction Is Action Call "ROWE"Por Satisfaction November 19, 2004 TO: Roger Irwin Attorney 60 West Pomfret st. Carlisle, Pa. 17013 FOR: Douglas W. Carey Sr. Executor FROM: Benny E. Rowe Appraiser/Auctioneer 2505 Ritner Highway Carlisle, Pa. 17013 RE: Scott E. Carey Estate, 180 Fry town Road, Carlisle, Pa. Personal property appraisal at auction Market value. PAGE 2 Rotary Mower Snow Blower Chipper Trolling Motor SUZUKI Four Wheeler Snapper riding Mower Pan Fisher 16 10/Mercury Motor 2 Wheel Lawn Trailer Floor jack 2 Tree Stands Step Ladder Small electrical tools Misc. Camping Chain saw Battery Chargers Chop Saw Grinder Bench Drill Misc. Small hand tools Air compressor Stack tool box Mechanic Tools Ice Fishing equipment Gun Safe 6 Rifles- shotguns Ammunition Misc. Hunting Accessories Hunting Clothing fishing Rods Tackle Rototiller Patoon boat 2 Wheel Trailer KAWASAKI Four Wheeler 1999 FORD F150XLT Misc. Garage & Shop Kitchenette set Small Electrical Appliances Pots/Pans Glass/China Small Kitchen Accessories Dining Table w/Chairs Maple secretary desk 2 Pc. Living Room suite Coffee table $ 30.00 135.00 65.00 5.00 425.00 240.00 750.00 35.00 10.00 70.00 5.00 60aGa 15.00 35.00 20.00 15.00 5.00 20.00 35.00 90.00 65.00 110.00 55.00 350.00 690.00 35.00 40.00 25.00 60.00 15.00 85.00 110.00 265.00 375.00 12600.00 45.00 15.00 25.00 12.00 24.00 15.00 25.00 20.00 60.00 ,Z;.OO PAGE 3 Computer stack Entertainment Center Color t V Oak Roll top desk Table/Floor Lights Wall Hangings Humidifier Oak Bedroom suite Bookshelf Books Misc. Twin beds Portable t V Exercise Equipment Wardrobe, Metal Waterfall wardrobe Cabinet Decorators $ 45.00 30.00 70.00 115.00 8.00 4.00 5.00 210.00 15.00 4.00 12.00 60.00 N/V 165.00 25.00 45.00 12.00 5.00 TOTAL 17,951 ~ \ - ~~ Benny E. Rowe QQ~ '-- S. W. BARRETT REAL ESTATE & APPRAISAL SERVICES File No 04-U782 APPRAISAL OF ,- ,~ '/ ~j ,...;;>\ ,":Jf,!,~~J~/~_T'":',,'1 -.h J \" ;"--O!':o::<'~-''''.''~''' ;;;',_'i' { :,~ t., · ::"'.;' '. ~,r~:r ,~.;_:.I':':" ~~/rf' ":;~t~". .~., . ;,.~~"::;... t, ;)1 ,. , !.} .z '. LOCATED AT: 180 Frytown Road Carlisle, PA 17013 FOR: Irwin & McKnight 60 West Porn fret Street Carlisle, PA 17013 BORROWER: CAREY, Scott (Estate) AS OF: 11/18/2004 BY: Stan A. Skowronek 124-126 NORTH HANOVER STREET, CARLISLE, PA 17013 717-243-6646 AND FAX 717-243-8627 S. W. BARRETT REAL ESTATE & APPRAISAL SERVICES File No 04-0782 11/18/2004 Irwin & McKnight 60 West Pomlret Street Carlisle, PA 17013 File Number: 04-0782 I In accordance with your request, I have personally inspected and appraised the real property at: 180 Frytown Road Carlisle, PA 17013.8982 The purpose of this appraisal is to estimate the market value of the subject property, as improved. The property rights appraised are the fee simple interest in the site and improvements. In my oprnion, the estimated market value of the property as of November 18, 2004 is: $121,000 One Hundred Twenty-One Thousand Dollars The attached report contains the description, analysis and supportive data for the conclusions, final estimate of value, descriptive photographs, limiting conditions and appropriate certifications. Respectfully submitted, , C". -\ I ._-~Ali,~ _ \. ~~--) V-{-. ~_"o .,\-. Stan A. Skowronek Certified Residential Appraiser . . 124-126 NORTH HANOVER STREET, CARLISLE, PA 17013 717-243-6646 AND FAX 717-243-8627 SUMMARY APPRAISAL REPORT Pro crt Descr; tion UNIFORM RESIDENTIAL APPRAISAL REPORT File No. 04-0782 Property Address 180 Frytown.Road ~ .~Carlisle__~._.~ State-.J>.t- ZlpCode..Jl(j1.3.:fI.9R_ legal Description Deed Book ~.a1l"-1~61_~_.~_~. CounlLfu..llllJerlan<!._____._ Assessor's Parcel No. 43~06-0029-002B . _ Tax Year 04105 R,E. Taxes $ 1 ,946.00 ~eda\ASSessments $. N/A n___ ---.- ..--. --- -.~~.--- ---.---- - --..,.-,---- --=cc-- Borrower CAREY Scott Estate Current Owner_ Scott Carey ,OCQl,!P.anl:UOwner LlJenant ,lXl,Vacant " Pro (Or! ri hIs a praised I X i Fee Sim Ie i' Leasehold ---Proie~! T~pe___, \ I P-UD I I CODqom;;;~r:n-(Hl-LDNA ~~IY),~- HOA$--~-_~/A_IM~ ~~Q9!~ood orF.roj~L~?me__!lep~!_fran~fo~~ T9W~!3hjp______ __~_apJ~~fereng~6-00?_~_ Cef!su~_~~130:-00 .____~.__ _5Ji1e Price ~ _NI~_______~--91 Sale NLt\_____ Description afid $ amo~nl of l0.9~_~rgesl~once_ssi9.Q~.J.Cl~ic!J2Y.s?ller_.~!p..._._._. __'___ Lenderfc;lient Ir"!'in & ~_~J<nigh~______ Addres_~. 60 VYestP.Qmfr~tr~__~C!!:li~pA 1}01_L.____..____ A raiser Stan A. Skowronek Address 126 North Hanover Street Carlisle PA 17013 Location U Urban 11(j Suburban Rural Predominant Single family housing Present land use % I Land use change I I =X 0 occupancy PRtCE AGE . 40" I 0 . L--. Built up :--.J. Over 75% ~.J 25-75% Under 25% I '(OOO) . (yrs) one. fam.IIY --.!~1 '---, Not likely __i Likely Growrh rate Ll Rapid I X! Stable I~ Slow IX] Owner 95 _9Q low ~w 2.4 family _....Qy._ lX] In process Property va.lues ~.~~ Increasing p Stable 0 Declining L_.J Tenant '_. t.?P.--':i!9L-.1.Q9. Multi-family ~o.TO: B:e~~den.!l;,;lt_______. Demand/supply !~ Shortage lxllnbalance 0 Oversuppry I-.Xl Vacant(0-5%} 1-~redOmlnant Commercial _0%_._________ _~-.E~~e~n:!~B_~nder3 rpo.~~lKl.J.:_6 mos,-flOver 6 fT1ClS. n Vacant(overS%) Lt~JL~_~JV~canu_ ~~___.________._ Note: Race and the racial composition of the neighborhood are not appraisal factors_ Neighborhood boundaries and characteristics: The._,~_~~g!..js bound~_c;t on t_tJ~J:!o~th bY.E!!Qla R~, on.t~e~~~EY--'VlcC!~res_Q~p--.Bc::I1-o_r:'-.1~.~ : li..Qyth.Jrrli_2ut~~.~e Dr find of'! the "'fest b'y"ro~~^._533. _ ____ ______.____. . Factors that affect the marketability of the properties in the neighborhood (proximity to employment and amenities, employment stability, appeal to market. etc,) ~ Ther~_ are no advE!.rse fa~tors tQ affect mar~etabilitv otJhe subje~t. Divers~ stal?le e1!!Ql9Y!TIe_~!i!I""!_~Il_~.JJP.Q9~.tl~g,"?_m~ni!Les_ " ~.r~ witt}ln easy driving dist~nce. MSA 3g40 ______ __ _ Market conditions in the subject neighborhood (including support for the above conclusions related to the trend of property values, demand/supply, and marketing time - - such as data on competitive properties for sale in the neighborhood, description of the prevalence of sales and financing concessions, etc.): -.PJg2ertys~1f]_s_ r.ecorg~..E.!!~LMLS_~J~tisJlcs shC}w a steadY..L.!!lC>.gerat~~J:ea~~ inJ?i..QQ~~\(alu~s ov.!!!.Jb~ast.Y~~r~X~r~ge_ market!~g...!Lm_~ of 80-100days sho'o"!~._a-'-sQ_od bal,~nce of sURQ!y~nd (Jemal}~few sales and_ fin;mci~Qnc~s~j~ns are__ n~.~~ed In the..nEililhb~rhoQ~._ ____. _______.,____ ____""~.___..___._...__ Project Information for PUDs (If applicable) - - Is the developer/builder in control of the Home Owners' Association (HOA)? NO Approximate total number of units in the subject project NJA Approximate total number of units for sale in the subject project NJA Describe common elements and recreational facilities: N/A DimenSions ~.~~a' description ~ Topography Rolli~fL...___~,-_ Site area 2.3~ Acres mil Corner lot l~ Yes 0-;; Size IYQLcal f2~~ea Specific zoning classification and description NQ_l)e Known ~ -1 Shape Irr~9.~<!f"____ Zoning compliance L--::l Legal i-I Legal nonconforming (Grandfathered use) U Illegal lXJ No zoning Drainage ~~~rs adeql.:@te~___ Hiqhest & best use as imY!9yed: rXl Present use Other use (explain) View Qpen_ Country______._ Utilities Public Other Off-site Improvements Type Public privat;j Landscaping Averag~___ Electricity 1_~J Street .M~cad~_rn l~J 0 Driveway Surface Stone -. --- Gas [] Curb/gutter ~one 0 0 Apparent easements None Ap~ent ' -----. Water 0 Well Sidewalk None 0 [] FEMA Special Flood H;;;; Area ~ Dy~--;-]Xf~' Sanitary sewer 0 ~~c Street lights No,!e --,-- 0 0 FEMA Zone X Map Date 9.4/0_~L!98_~_ ?tormse~er II ~ None D_ i' FEM~_No, 42158800108 Comments (apparent ad\lerse easements, encroachments, special assessments, slide areas, illegal or legal nonconforming zoning, use, etc.) Prlvate_~t~_.._ ~ ~nd sa_~itarYli'~te_ms are commoQJ.Q.th~ area~adve~~~_~sem_E!.nts or en.~roachment~ we.r.~-.!loted. .______ ~:NO~~~~SDESCR'PTION ~::nEd:lt~~ DESCRIP~~~c. ~Iock :~~NDATIO~Ofl.e...~_ I :~~E~T ~/A.. l ~~""OO i= No.ofStocies ~---=-1 ExteriorWalls Cecf.ar:......__. Crav.lSpace Full -l %Finlshed I'lIA_ Ceiling ~_._[X' Type (Det.JAtt.) Det.ached Roof Surface Fiberglass Basement None Ceiling !j/A Walls" IXl Design (Style) Dblel,yide Gutters & Dwnspts Aluminum Sump Pump ~fA Walls NJ~ ~-l Floor -- . '1EI~.-l' Existing/Proposed ExistinL. Window Type Casement Dampness N/A Floor N/A --l None , Age (Yrs.) 13 Storm/Screens Yes ___ Settlement N/A Outside Entry N/A . Unknown _.____ L,i Effective A e Yrs 5-10 Manufactured House Yes Infestation N/A .. R Factor Unk . :~s~~:nt ~r-. FOye~k- ~n5} Dlnln~' Kllchen _+,ilY R~I Rec Rm_~Bedrooms # Baths _I LaUndrya==Other ~Ar" s.rtFt_ level 1 I 1 I area 1 ,- - 3 I 2 area --1.432 : le~eIJ--i--l-~---T -, -F-l=-T r .~[- _1-- I.~ i===-- ~.--l___ _ ~_.....J .....L_-=...L. __ _.-1_ I Finished area above rade contains' 5 Rooms: 3 Bedroom 5 , 2 Bath s : 1 432 S \Jare Feel o~ Gross livin Area INTERIOR Materials/Condition HEATING KITCHEN EQUIP. ATTIC AMENITIES CAR STORAGE' Floors .c:~rpetlViI1YL~ Type FHA Refrigerator 0 None 0 Fireplace(s)#~ [XI None 0 - Walls Vin.~__ Fuel propane Range/Oven 00 Stairs C1 Patio 0 Garage 2 TrimfFinish Vinyl G.ondltlo~ Disposal 0 Drop Stair Ll Deck ~~y_ered_ \Xl Attached Bath Floor Vl!!YI_ COOLlN~^", I Dishwasher 0 Scuttle 1)(1 Porch 0 Detached Bath Wainscot Vil"!YL-__ Central Ye~ Fan/Hood 0 Floor 0 Fence === 0 Built.ln Doors Hollow Core , Other None-I Microwave LJ Heated 0 Pool n I Carport Av {Good Condition Condl\\onAv I WasherlD er n Finished 11 Ene!. Brz~a - IXI Drivewa Additional featureS (special energy efficient items, etc.)' .E~ont cover~d d~~c::::eilin~ns. #of cars 2 -.--- 4/Stone Condition of the improvements, depreciation (physical, functional, and external), repairs needed, quality of construction remodeling/additions, etc:. Iml!~v.~__ rnents are!n average/good con!=lition_witt:!_Q.~ysical orJunc!.ional inadE!..q!-lacies noted. . Adverse environmental conditions (such as, but not limiled 10, hazardous wastes, tox.ic substances, etc,) present in the improvements, on the site, or In the Immediate vicinity of the subject property: No~jJvEtrse err:\[Jronment<!' coneJillQ!ls ar~p.a!.en!/diseost:!~_._____.__.__ Freda:eMacForm70 ti-9j PAGE 1 OF 2 P, "~"ce~ us,ng .~: I .on...-ar., 80c- 2~~ 8/21 "....'I'<.aC,.Nell r.O"1 I'~"nie Ma~ Form 1004 0-93 ADDENDUM l!Q~ow~r: CAREY, Sco!!.J.Sstate) Property Addre?s: 180 Fry town Road ~Carlisle ~ Lender: lrvvin & McKnight File No.: 04-0782 Case No.. State: P-"-__ _~Jl8982__ ___ Analysis of Current Agreement ***The subject previously transferred through courthouse records on July 30, 2003 for $38,500. which represented only the land value at the time. The actual purchase price of the subject on July 30, 2003 was $112,000 (including the land). The difference in value, $73,500 is represented by the improvements which had never been previously been changed from personal property to real property when the doublewide was permanently affixed to the crawl space. Addendum Page 1 of 1 Valuation Section [C.jIIMAIt:UQlll:: VALUI:: .... .. . - $ ESTIMATED REPROOUCTION COST.NEW O.F IMPROVEMENTS. Owelhng .__.....!.dI2. Sq. Ft. @ $~5~ : $ __ 64,440. Crawl 1432__... Sq Ft. @ $ _3,0.0. = __.._4,296 ; ~ck, EnclBrzw.hfP . = __ 12,0.0.0. , G,cogeIC"port 8~_Sq.FI @$----.!!l,ao. : _--.1?,12a Total Estimated Cos\ New .. . .. .. :::: $ f!_5M~ Less ,_ Physical I Functional I External Est Remaining Ecan. Ufe . DepreCIatIon $12500 $0 $0 :::: $ 12,500 Depreciated Value of Improvements ::; $ 'As-is' Value of Site Improyements. = $ INDICATED VALUE BY COST APPROACH. - $ ITEM I SUBJECT COMPARABLE NO. t 180. Frytown Road 1152 Greenspring Road ~e_::;s Carlisle _,' _ Newville ~~imity to Sub/ect lTI I<~}.}A}::S.V"<I ~e 1$_ N/A.::;;:,>:.:::::.::;:::::,::::; $ Price/Gross Uv. Area $ 0.00 r;JJ $ 85.65 ttl Data andior Inspection App.Data/CHR V€rification Sources Courthouse VALUE ADJUSTMENTS ~~ DESCRIPTION I +(-)$AdjlJStl1lent Sale-s or Financing ;',";:):;,,::,.'i,',' None,Conv Concessions DOM 25 I Date of Salemme:';:)::;::::::::':>>::>,:':: 11/04 Location _ 'I Sub.~rba,~_ Suburban Le8$€h()~fooS~ Fee Simnle Fee Simple Site ' 2.36 Ac/Ava 1.14 AclAvo View __ Q.een Country Residential Desian and Aaaesl Dblewide(Av~ Q!!!~wide/Ay_~ 9ualrtyofCon~n.JdK:ln Avera~e Averaae Acre 13 Years 1 Year Condition Ava/Good Good{-5%\ SUMMARY APPRAISAL REPORT UNIFORM RESIDENTIAL APPRAISAL REPORT File No a4-07az 44,QQQ. Comments en Cost Approach (such as, source of cost estimate, site value, square foot calculation and for HUD, VA and FmHA, the eS1imaied remain'lng economic life of the property) gast new froQ'l Marshall Swif:tY~luatio~ervice Handbook and local cost analysis. land v_alu~~.~ Market Data. Depreciation based ~n age life observ~ con~ition and Market Data An~sis. Esti~at~d Remainin~ Economic Life 30-~5 Years. -5 83,356 3,000 13040.0. - 111,0.0.0 COMPARABLE NO 2 153 South Side Drive Newville 9.2 $ $ 99.42 (II ~, App.Data/CHR COMPARABLE NO.3 2476 Ritner Highway Carlisle i61MIESE S I, 82.61 (II MLS/Courthouse Records -- Above Grade Total \ EWms \ Baths Room Count 15 5: 3: 2.00 Gross livina Area 1,432 So.Ft. ~ Basement & Finished I Crawl Space ~ Rooms Below Grelde H Functional Utility --rAveraoe M-Heatinn/Coolinn '-FHA/CA ~Enerny Efficient Itenp_ TY~I ~c-age/Carport 2 Car Garaoe Porch, Patio, Deck, Deck/Eel. Bzwy Fireolace.fsl, etc. 1 FireDlace Fence, Pool. e\c None Tolal' Bdrms: Baths : 5: 3: 2.0.0.' 1 296 So Ft Crawl Space DESCRIPTION I ~H$AdllJSlmen! DESCRIPTION $3,0.0.0. CI Costs ' None, Conv DaM 126 DaM 64 0.9/04 : 0.1/0.4 Subu~ba~_".~.~_~burba0_~__~__ ------1fee Simple' Fee Simple' __ 4,0.0..0 1.46 AclAvg 7,50.0 1.14 Ac/Av~_.;...__4,Qan --"'Residential --l~esidential, ~DblewicieIAv!L.. _).Qblewide/AVg ,--- _-= _Averaqe I Averaqe : _"~__ 25 Years a Years : -5550. Ava/Goad Good(-5%) i..~-l3d4t) Gdius\m::;~ .Averaoe FHA/CA Typical None None , --+ Tolal' Balms' ealhs 5: 3: z:oo: 2,0.40. 1,035 SoFt : Crawl Space I , 5,955 Total' Bdrms' BalllS 6: 3: 2.o.o.~, 1,512 SqFt~;_____=1.JnQ. Crawl Space : None Aver aQe : Averaae FHA/CA , FHA/CA , Ty.Qipal T~I 500.0. 1 Car Gara~e : 2,50.0. 2 Car Garaoe , 5,000 PorchlDeck , 2,0.0.0 Porch/FlrdaRm 1,50.0. , , None : None , ::~:~~:,;EPflce i . :~s: ~~;::; : 1:::::: I ~:: ~i::~ ': 1:::::: ;~,: '"~: 12:'::~ Comments on Sales Comparison (including thE.' subject property's compatibility to the neighborhood, etc,): Estimated ranqe of value is $120~0 tp_ $123,000. _SurplUS acreaqe adjustments are made at $4,000/acre. lac~~.tdouble-wide com parables_ within th~s_~ec!.~___~ ~mmediate vicj~ity required an expanded search area. These are the best double-wide comJ@,rables known to be avaijable. __ _ f--. - NOTE: HUD seal #'s AD 5a4268/ AD 584269. ITEM SUBJECT Dale, Price and Data 07/30/2003 Sourceforpriors.,\es $3B,500*** None None None within vearof aopraisal Courthouse Courthouse Courthouse Courthouse Analysi:::; of any current agreement of Selle, option, or listing of the subject property and analysis of <Jny prior sales of subject and comparables within one year of the date of appraisal: See Attached Addendum COMPARABLE NO.1 COMPARABLE NO.2 ..- f--COMPARABLEN03-- .- INDICATED VALUE BY SALES COMPARISON APPROACH $ _ 121,aOQ. . INDICATED VALUE BY INCOME APPROACH (If Applicable) Estimated .Ma~ket R~~I'$' . N/A {Mo, x Gross Rent MultirJlier N/A - $ N/A This appraisal is made [R] "as is' 0 subject to the repars. alterations, inspections Of condrtions listed below 0 subject to completion per ~ans and specifications CondilionsofAppraisal. The p!.QQ~has bee!!..i!P.Qraised in current conditi<:>n. This a~aisal is for m?rtgage purposes onl~_~ ~~transfe~abl~. Se:e attached addendum. __ Final Reconciliation: Cost and Market Analysis consistantly support my estimated market valUe. GRM analysis was deemed inaQPropriate for this analvsis. Greatest weiqht i~plied to the Market Data Ana-,ysis. Sup1!Qrtin.~file l!lformation ~ . ~ubstantiates the~e estimates. - -- ..-- The purpose of this 2t?pr<:li'3.:l1 is \0 estimate the mZlrket value of the real property that is the subject of Ihis report, based on the above conditions and the certification, contingent Jnd limiting conditions. Jnd market value definition that are slated in the attached Freddie Mac Form 439lFannie Mae Form 10048 (Revised 6/93 ) IIWE) ESTIMATE THE MARKET VALUE, AS DEFINED, OF THE REAL PROPERTY THAT IS THE SUBJECT OF THIS REPORT, AS OF 11/18/2QQ.4_ . (WHICH IS THE DATE OF INSPECTION AND THE EFFECTIVE DATE OFTHIS REPORT) TO BE $ 121 ,000 ~ .__ =a:~~SER: '~--:~\ (. \ "':'\'{' "....y =~:~,~RYAP~I~~~LONLyfRE~~~~~J:'7-/ Na~e Stan A. Skowr'onek Name Stey~n W. BarrettJ SRPA, SRA Date Report Signed 11/18/2004 ._ Date Report Siflned 11/18/2004 State Certification # RL-001572-L State PA State Certification # GA-000298-L Or Slate License # State Or Siate License # RB-026921-A CJDid WOld Not Inspect Property FiedJlt Mac Form 70 6.03 Certified ReSidential Appraiser S!:3~"PA~ Stale PA PAGE20F2 Certified General Appraiser FClQr,i2 Mo2Form 1G04 6 ~3 I'rQducedu:;in~AC.ls"~;l'e,BJO 234.8127"..,.,.c,.,e~.com Steven W. Barrett RE. Appr. SVc. FLOORPLAN Borrower: CAREY" Sco!L1Estat~__ PrilJlE'rtl'Address~O Frytowll RoacL____ Cjty_~~r1~le____ Lender: Irwin & McKni ht File No.: 04.0:1:82 _______~~No: ____ _StatuA_.____ _Zjp..J1013_ ------ (;::. '/'- %% "/' / / -<: ro OJ Living Bedroom / - /Two'Qar/Garage/ / . // - / Kitchen Oin.Area Bath Bedroom ;;; ..~ ".' p~ %.- Sketch by Apex IV Windows '" AREA CALCULATIONS Description First Floor Enclosed Breezeway Covered Wood Deck Two Car Garage Code GLAI Pip SUMMARY Size Totals 1432.0001 432.0001 300.0000 204.0000 504.0000 840.0000 840.0000 LIVING AREA BREAKDOWN Breakdown Subtotals First Floor GAR 26.00 x 2.00 X 2.00 x 52.00 16.00 24.00 352.0000 32.0000 48.0000 TOTAL LIVABLE (rounded) 1432 3 Areas Total (rounded) 1432 124-126 NORTH HANOVER STREET, CARLISLE, PA 17013 717-243-6646 AND FAX 717-243-8627 SUBJECT PROPERTY PHOTO ADDENDUM Borsow~<:;I\_RE_~cott~~t..te) ___________________flI"J'1~O'<l.:0782 --- E.r~r~AddrE::_?~:JlttLfrY!t:)~l1_.~o<!L~__.__.___ _ _ ___~___.____ G.?se No..: ---- ---- Cit.'L<:;arlisle___ State: PA - ---- ZIQ 17013 _~--- Lender: Irwin & McKniaht ~, '/ "'f''''i Jll '>r ~~..f,~'-~;0~_/~/ ',r ~J;""~~-."~"..~~'...;:t'...f::'>" f 01 ~ 's . ~~,"~' j, .. I ,-,j-... ". '3'\ .,ft. '_ .. / _~~ Al .. ~ I.', ,.:-- "" ~~" "~'; . ,"i'" . ' ~ . ~'" Iii . .~ ~4-; ),~'~ 'j.;' , "'';' FRONT VIEW OF SUBJECT PROPERTY Appraised Date: November 18, 2004 REAR VIEW OF SUBJECT PROPERTY STREET SCENE COMPARABLE PROPERTY PHOTO ADDENDUM f:lorrowcr: CAREY, Scott (Estate) .~_. File No.: 04-0782 Property Add~ess: 18lUJ:llown Road Case No.: c:;ity: C....iisl"-__________ _____________J3~tey~_~___~iQ: 17013.8982 Lender: Irwin & McKniahl -- - - - - --.- i i ., I , . I .~>..;~.._-~... "','\".' ~_._-~- I . -~--~'~~-~" ..' I I , I I I I I I I COMPARABLE SALE #1 1152 Greenspring Road Newville Sale Date: 10f19f2004 Sale Price: $ 111,000 COMPARABLE SALE #2 153 South Side Drive Newville Sale Date: 09f30f2004 Sale Price: $ 102,900 COMPARABLE SALE #3 2476 Ritner Highway Carlisle Sale Date: 01/28f2004 Sale Price: $ 124,900 LOCATION MAP BorrclWer: _Ct\Rt='(L~"otUE:slaleL_ P-,QP_~Y Address: 180 Frytown Road_ CitLC"rUsle__ __________ . Lender: Irwin & McKni hI File No.: 04-0782 Case No.: ~)t~t~~.I'A..____ Zip: 17013-8982 ,- ~j ~"7 //"Jf ,/_;-' / ~~JJ'/ / /- ;/ p /' ~~ ( (J ~~ --~-~- ~J:"----------- J / \ ( lr~\ \ ~jAPCd(19.$4-::-2 Prepared by Steven W Barren RE _ Appr Svc. (717) 243-6646 r; . 124-126 NORTH HANOVER STREET, CARLISLE, PA 17013 717-243-6646 AND FAX 717-243-8627 Borrower CAREY, Scott (Estate) ProPBrty Addre",,-180Lryt<>wn Roa<L-~___. City: Carlisle Lender: Irwin & McKni hI Fiie No.: 04-0782 Case No.: -_._---_._-,-_..~.~------,--- ---,- -- ------ Stale: PA Zip' 17013-8982 ~[1o~/d/ .0' ~,N;\S. 'I..'#~ Country 'view Est ~ ",,,,. f!d',,'/i!> ~ ~~ Q ~~~." \ ~ ( \ 1 ir~ -=- ,/ \ " \,?(~,. . i2Vf '~ ~~,...;.o~%,,~ ) ." <it" ~"';.,; . "'r ~. ~~ '.. ..' '.': f; 6ree~fR~ Jo.'eas ~ ~-::::a~Eod ey ~c:;".yElar l100dlrlg A~eas .c....s~~ of l....e 'OQ- a!"i1 t.oo-)"I'ar FCQ::>:'i PS IVI'j'l);'::.':<1(l:('d 'lly ice YlI";,tr flcodlfl9 Flood Information Comrm,mit-y" 411538 - UPPER fRANKFORO. TOWNSHIP OF Propertv is not in a FENtA.specral flood hazard area. Wlap Number: 421588 00109 Map D<Jte: D4JD!5/!Q8S Pal\€;!: 00108 FIPS: 42041 Zone: }{ FloodMap legend rac;: 7'Jnr:s kn/!$ :~:".r:}/l~~'d 1:1'1 }~r: 'ill"ln "'oodlng ..",II', '-'1.\ !:ti\)' !':(UI!-l.. IB!. L~~:;.',.,'f ,,1li',1~ f ':;r(;:;"....J~. dr....d~ ...-_~h ",'(>Ioc,~~' h,1.t.ud 1\..'11,,:'> ;';:\ rr::'::!II!~ on M~Y ;;-,.:;s;ht>d nR\' Neither Transamerica Flood Hazard Certification (TFHC)nor ACI make, any representations or 1JJ31T3nties to any party concerning th@ cont@nt, aCGurae\, or completeness of this tlood f\E!port. including any wan-anty of rnerehamability or titOoi!.5S fQf;a particlJi3r purpose. Neither TFHC nor ALl nor the saller of this flood repM shatllY3\1"'- "my liability to any third party for any use Of misuse of this ilMd report. A'('i~~ ~~ ,,1'_r.I.'~I"fr:'lin('d C'~i~ ;>;}~~':;:'_l~ 1'_'J-:!.:! h~/.1Id,;; 124.126 NORTH HANOVER STREET, CARLISLE, PA 17013 717-243-6646 AND FAX 717.243-6627 File No. 04-0782 ********* QUALlFICA liONS ********* The following checked items are SPECIFIC SPECIAL CONDITIONS that were identified by this appraiser during the inspection of the subject property, the comparabJes sales, and their neighborhoods and locations. Unless otherwise noted, the conditions that apply to the subject property or the comparable sales used DO NOT AFFECT THE MARKET VALUE OR THE FUTURE MARKETABILITY OF THE SUBJECT PROPERTY BEING APPRAISED. This is not a home inspection service. This is an appraisal to estimate market value. _1. The subject is located in a rural area and is less than 250-/0 built~up. 2. Commercial/Industrial uses are located within the subject's neighborhood. These uses are typical of similar neighborhoods. _x_3, Vacant and undeveloped land uses are located within the subject's neighborhood, These uses are typical for the area. J_ 4, The predominant value in the neighborhood is less than that of the market value of the subject property. This is due to the very wide range of value of properties in the area and superior quality of the subject property. _5. The subject property is located in a F.E.M.A. Identified Flood Zone. Flood insurance coverage is required and suggested. _6. Dampness is noted in the basement of the subject. Standing or running water was not present on basement floor. This condition is considered typical in dwellings of this style. _x_7. The subject property is serviced by private well andlor septic systems which is common for the area. J_8. The subject is older than five(5) years. All mechanicai systems including the heating, electrical and plumbing systems appear upon a visual exterior inspection to be in working order. No warranties are implied in this statement. _9. Repair items were noted in the comments section of the report. These comments on repair items are for descriptive purposes only and are not required repairs. The items listed are cosmetic in nature. _10. The basement floor is a dirt floor. This condition is common and typical for the area. and does not pose a heaith or safety hazard. _11. The subject property does contain functional obsolescence as noted in the report. This condition is considered typical and common for the area and this style dwelling. _12. The land value exceeds 30% of total value due to the high demand for vacant land in this neighborhood. This condition is considered common and typical for the neighborhood. 13. The land value exceeds 30% of total value. This is due to the large size of the site. This condition is considered to be typical and common. _14. Individual adjustments were required that exceed 15%. These adjustments were required due to lack of more similar comparables on that individual rating. All com parables used are the best available. _15. Total adjustments exceed 25%. This is due to the lack of comparable sales that were more similar in the subject's market area. All com parables used are the best available. _x16. One or more comparable sales are older than six(6) months. Although there are comparable properties in the subject's area, none have sold recently; therefore, sales in excess of six(6) months have to be used. All com parables used are the best available. _x_17. One or more comparabJes used were in excess of one (1) mile from the subject property. Although there are comparable properties in the immediate area, none have sold recently. Therefore, it was necessary to use comparable sales outside of the immediate area. All com parables used are located in similar neighborhoods and within the same marketing area. All com parables used are the best available. 18. The electrical system was not connected during inspection. _19. The water service was not connected during inspection. _20. The heating system was shut down during inspection. _21. Roofing_Plumbin9_Electrical_Heatin9_certification(s) is/are suggested. 22. Inground swimming poo,_, out buildings_are included_Jnot included~according to lender's guidelines. _23. According to lender's guidelines a maximum of_acres were considered for this valuation. Remaining acreage was given no value. FHe No 04-0782 ......... QUALIFICATIONS ......... _24. The subject property is located on a private road. _25. Wood infestation inspection is suggested. _x_26. last recorded deed transfer: Date_07/3012003_, Consideration: $_38,500 See Report_. _27. Proposed construction/renovation in accordance to plans and specifications to be completed in a workman~like manner. 28. Seller is paying part or all of closing costs. _29. All comparable sales are verified closed sales. _x_3D. There are no special conditions or other requirements that would affect market value or future marketability in the Appraisal Report. CHECKED ITEMS ARE SPECIFIC SPECIAL CONDITIONS THAT WERE IDENTIFIED BY THIS APPRAISER DURING INSPECTION. , , I , . . - - File No. 04-0782 ********* QUALIFICATIONS ********* Confidentiality and Security Policy , We consider privacy to be fundamental to our relationship with clients. We are committed to maintaining the confidentiality, integrity and security of clients' personal information. Internal policies have been developed to protect this confidentiality, while allowing client needs to be served. We restrict access to personal information to authorized individuals who need to know this information to comply with federal standards to protect your nonpublic personal information. We do not disclose this information about you or any former consumers or customers to anyone, except as permitted by law. The law permits us to share this information with our affiliates. The law also permits us to share this information with companies that perform marketing. When we share nonpublic information referred to above, the information is made available for limited purposes and under controlled circumstances. We require third parties to comply with our standards for security and confientiality. We do not permit use of consumer/customer information for any other purpose nor do we permit third parties to rent, sell, trade or otherwise release or disclose information to any other party. Education As of the date of this report, I and/or Steven W. Barrett, SRPA, 8RA, have completed the requirements under the continuing education program of the Appraisal Institute. . File No. 04-0782 DEFINITION OF MARKET VALUE: The most probable price which a property should bring in a competitive and open market under all conditions requisite to a fair sale, the buyer and seller, each acting prudently, knowledgeably and assuming the price is not affected by undue stimulus. Implicit in this definition is the consummation of a sale as of a specified date and the passing 01 title from seller to buyer under conditions whereby: (1) buyer and seller are typically motivated; (2) both parties are well informed or well advised, and each acting in what he considers his own best interest; (3) a reasonable time is allowed for exposure in the open market; (4) payment is made in terms 01 cash in U.S. dollars or in terms of financial arrangements comparable thereto; and (5) the price represents the normal consideration for the property sold unaffected by special or creative financing or sales concessions' granted by anyone associated with the sale ~Adjustments to the comparables must be made for special or creative financing or sales concessions. No adjustments are necessary for those costs which are normally paid by sellers as a result of tradition or law in a market area: these costs are readily identifiable since the seller pays these costs in virtually all sales transactions. Special or creative financing adjustments can be made to the comparable property by comparisons to financing terms offered by a third party institutional lender that is not already involved in the property or transaction. Any adjustment should not be calculated on a mechanical dollar for dollar cost of the financing or concession but the dollar amount of any adjustment should approximate the market's reaction to the financing or concessions based on the Appraiser's judgment. STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION CONTINGENT AND LIMITING CONDITIONS: The appraiser's certification that appears in the appraisal report is subject to the following conditions' 1. The appraiser will not be responsible for matters of a legal nature that affect either the property being appraised or the title to it. The appraiser assumes that the title is good and marketable and, therefore, will not render any opinions about the title. The property is appraised on the basis of it being under responsible ownership. 2. The appraiser has provided a sketch in the appraisal report to show approximate dimensions of the improvements and the sketch is included only to assist the reader of the report [n visualizing the property and understanding the appraiser's determination of its size. 3. The appraiser has examined the available flood maps that are provided by the Federal Emergency Management Agency (or other data sources) and has noted in the appraisal report whether the subject site is located in an identified Special Flood Hazard Area. Because the appraiser is not a surveyor, he or she makes no guarantees, express or implied, regarding this determination. 4. The appraiser will not give testimony or appear in court because he or she made an appraisal of the property in question, unless specific arrangements to do so have been made beforehand. 5. The appraiser has estimated the value of the land in the cost approach at its highest and best use and the improvements at their contributory value. These separate valuations of the land and improvements must not be used in conjunction with any other appraisal and are invalid if they are so used. 6. The appraiser has noted in the appraisal report any adverse conditions (such as, needed repairs, depreciation, the presence of hazardous wastes, toXiC substances, etc. ) observed during the inspection of the subject property or that he or she became aware of during the normal research involved in performing the appraisal. Unless otherwise stated in the appraisal report, the appraiser has no knowledge of any hidden or unapparent conditions of the property or adverse environmental conditions (Including the presence of hazardous wastes, toxic substances, etc. ) that would make the property more or less valuable, and has assumed that there are no such conditions and makes no guarantees or warranties, express or implied, regarding the condition of the property. The appraiser will not be responsible for any such conditions that do exist or for any engineering or testing that might be required to discover whether such conditions exist. Because the appraiser is not an expert in the field of environmental hazards, the appraisal report must not be considered as an environmental assessment of the property. 7. The appraiser obtained the information, estimates, and opinions that were expressed in the appraisal report from sources that he or she considers to be reliable and believes them to be true and correct. The appraiser does not assume responsibility for the accuracy of such items that were furnished by other parties. 8. The appraiser will not disclose the contents of the appraisal report except as provided for in the Uniform Standards of Professional Appraisal Practice. 9. The appraiser has based his or her appraisal report and valuation conclusion for an appraisal that is subject to satisfactory completion, repairs, or alterations on the assumption that completion of the improvements will be performed in a workmanlike manner. 10. The appraiser must provide his or her prior written consent before the lender/client specified in the appraisal report can distribute the appraisal report (including conclusions about the property value, the appraiser's identity and professional designations, and references to any professional appraisal organizations or the firm with which the appraiser is associated) to anyone other than the borrower; the mortgagee or its successors and assigns; the mortgage insurer; consultants; professional appraisal organizations; any state or federally approved financial institution; or any department, agency, or instrumentality of the United States or any state or the District of Columbia; except that the lender/client may distribute the property description section of the report only to data collection or reporting service(s) without having to obtain the appraiser's prior written consent. The appraiser's written consent and approval must also be obtained before the appraisal can be conveyed by anyone to the publiC through advertising, public relations, news, sales, or other media. Freddie Mac Form 439 6~93 Page 1 of 2 Fannie Mae Form 1004B 6~93 File No. 04-0782 APPRAISERS CERTIFICATION: The Appraiser certifies and agrees that: 1. I have researched the subject market area and have selected a minimum of three recent sales of properties most similar and proximate to the subject property for consideration in the saies comparison analysis and have made a doilar adjustment when appropriate to reflect the market reaction to those items of significant variation. If a signmcant item in a comparable property is superior to , or more favorable than, the subject property, r have made a negative adjustment to reduce the adjusted sales price of the comparable and, if a significant item in a comparable property is inferior to, or less favorable than the subject property, I have made a positive adjustment to increase the adjusted sales price of the comparable. 2. I have taken into consideration the factors that have an impact on value in my development of the estimate of market value in the appraisal report. I have not knowingly withheld any significant information from the appraisal report and I believe, to the best of my knowledge, that all statements and information in the appraisal report are true and correct 3. I stated in the appraisal report only my own personal, unbiased, arid professional analysis, opinions, and conclusions, which are subject only to the contingent and limiting conditions specified in this form. 4. I have no present or prospective interest in the properly that is the subject to this report. and I have no present or prospective personal interest or bias with respect to the participants in the transaction. I did not base, either partially or completely, my analysis and/or the estimate of market value in the appraisal report on the race, color, religion, sex, handicap, familial status, or national origin of either the prospective owners or occupants of the subject property or of the present owners or occupants of the properties in the vicinity of the subject property. 5. I have no present or contemplated future interest in the subject property, and neither my current or future employment nor my compensation for performing this appraisal is contingent on the appraised value of the property. 6. 1 was not required to report a predetermined value or direction in value that favors the cause of the client or any related party, the amount of the value estimate, the attainment of a specifiC result, or the occurrence of a subsequent event in order to receive my compensation and/or employment for performing the appraisal. I did not base the appraisal report on a requested minimum valuation, a specific valuation, or the need to approve a specific mortgage (oan. 7. I performed this appraisal in conformity with the Uniform Standards of Professional Appraisal Practice that were adopted and promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were in place as of the effective date of this appraisal. with the exception of the departure provision of those Standards, which does not apply. I acknowledge that an estimate of a reasonable time for exposure in the open market is a condition in the definition of market value and the estimate I developed is consistent with the marketing time noted in the neighborhood section of this report, unless I have otherwise stated in the reconciliation section. 8. I have personally inspected the interior and exterior areas of the subject property and the exterior of all properties listed as comparables in the appraisal report. I further certify that I have noted any apparent or known adverse conditions in the subject improvements, on the subject site, or on any site within the immediate vicinity of the subject property of which I am aware and have made adjustments for these adverse conditions in my analysis of the property value to the extent that I had market evidence to support them. I have also commented about the effect of the adverse conditions on the marketability of the subject property. 9. I personally prepared all conclusions and opinions about the real estate that were set forth in the appraisal report. If I relied on significant professional assistance from any individual or individuals in the performance of the appraisal or the preparation of the appraisal report, I have named such indlvidual(s) and disclosed the specific tasks performed by them in the reconciliation section of this appraisal report. I certify that any individual so named is qualified to perform the tasks, I have not authorized anyone to make a change to any item in the report; therefore, if an unauthorized change is made to the appraisal report, i wili take no responsibility for it. SUPERVISORY APPRAISER'S CERTIFICATION: If a supervisory appraiser signed the appraisal report, he or she certifies and agrees that: I directly supervise the appraiser who prepared the appraisal report, have reviewed the appraisal report, agree with the statements and conclusions of the appraiser, agree to be bound by the appraiser's certifications numbered 4 through 7 above, and am taking full responsibility for the appraisal and the appraisal report. ADDRESS OF PROPERTY APPRAISED: 180 Frytown Road~arlislg,J'A 17013-8982 APPRAISER: SUPERVISORY APPRAISER (only if required) Signature ~: ,,\. . C.l.-\'. Name: Stan &J;kowronek Date Signed: 11L18/2004 State Certification #. RL-001572-L or State License #: State: PA Expiration Date of Certification or License: 06/30/2005 0'Y ') l" l / Signature' _~_____~____ Name: ~~ev~n W~arrett, SRI'!>-~ SRlL_. .__._ Date Signed: 11l18/2QQ.4__ ___.______ State Certification #: GA-0002.98-b............._______ or State License #: RB-026921-A State: P A Expiration Date of Certification or License: 06/30/2005 o Did [Xl Did Not Inspect Property Certified Residential Appraiser Certified General Appraiser Page 2 of 2 Freddie Mac Form 439 6.93 Fannie Mae Form 1 004B 6.93 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/30/2006 IRWIN ROGER B ESQ 60 W POMFRET ST CARLISLE, PA 17013 RE: Estate of CAREY SCOTT E File Number: 2004-01124 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of wills a Status Report of completed or uncompleted administration. This filing is due by: 11/05/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, . .... fl ~ ft.-.l 1/ ~.f . A , P f~q~./.- ff..._ /, \ . ~Li/J ,~ /} ! I 1fJ1i.' <~J Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) \ ctS: Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/30/2006 CAREY DOUGLAS W SR 1134 NEWVILLE RD CARLISLE, PA 17013 RE: Estate of CAREY SCOTT E File Number: 2004-01124 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of wills a Status Report of completed or uncompleted administration. This filing is due by: 11/05/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report" please disregard this notice. Sincerely, k~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel J STATUS REPORT UNDER RULE 6.12 Name of Decedent: SCOTT E. CAREY Date of Death: NOVEMBER 10,2004 No. 21-04-01124 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. State whether administration of the estate is complete: --X- Yes _ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes X No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? X Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphan's Court and may be attached to this report. Date: 11/06/2006 1)1. ..y 'S. cZ::.L Signature / i i.../ IRWIN & McKNIGHT Roger B. Irwin, Esquire Name (please type or print) 60 West Pomfret Street Address Carlisle, P A 17013 City, State, Zip (717) 249-2353 Telephone Number Capacity: X Personal Representative Counsel for Personal Representative ,........... . ") J (;':) "._' "l :.- 0, ~