HomeMy WebLinkAbout06-20-13 ___
__ _�"�
. ,
. . �
� REV-1500 15�5610143
ex coz-„�
PA De artment of Revenue OFFICIAL USE ONLY
P pennsylvania County Code Year File Number
Bureau of Individual Taxes DEPMTMENTOFREVENUE
Po Box.2soso� INHERITANCE TAX RETURN 2 1 13 016 9
Harrisburg,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
O1 31 2013 07 02 1922
DecedenYs Last Name Suffix DecedenYs First Name MI '
WILSON LUCILLE N
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
� 1. Originai Return ❑ 2. Suppiemental Retum � 3,Remainder Retum(Date of Death
Priorto 12-13-82)
� 4. Limited Estate � ¢a, Future Interast Compromise � 5. Federal Estate Tax Retum Required
(date of death after 12-12-82)
� g. Decedent Died 7escate � � De�dent Maintained a Living Tnist �. 8. Total Number of Safe Deposit Boxes
(Attach Copy of Wilq (Attach Copy of Trust)
� 9. Litigation Proceeds Received � 1o.Spousal Poverty Credit(Date of Death � ��.Election to tax under Sec.9113(A)
between 12-31-91 and 1-1-95) (Attach Schedule O)
CORRESPONDENT-THtS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED Tb:
Name Daytime Telephone Number
LISA MARIE COYNE ESQ 717 �37 04 � � m ,
� � � rn �
—�— �
REGIS'TL�32��MJLLS�E O�Y,^,��
1"' D� rn �'V ;rS �l
O ,;;3 C"
First Line of Address � � � p �
3 9 O 1 MARRET STREET ° � c� � `'� ���
n p _.�7 � .�, —r'f
O C :Y=
Second Line of Address „ � �,� �-- �
.� --i r
c.a � „��
City or Post Office State ZIP Code D DATE FILE�O
CAMP HILL PA 170114227
CorrespondenYse-mailaddress: ��SS�COy@311dCOy11@.com
Under penalties of peryury,I deGare that I have examined this retum,including accompanyi.ng scheduies and statements,and to the best of my knowledge and belief, ',
it is true,correct and complete.Dedaration of preparer other than the personal representative is based on ali infortnation of which preparer has any knowiedge.
SIGNATURE OF PERSON RESPONS�BLE FOR,FILING RETURN DATE
1
�(�� �ti�.-� � (�.� (��'j"��,��� Bonnie E.Watkins (; � ; �'� l 5
ADDRESS
351 Stonehendge Lane, Mechanicsburg, PA 17055
SIGNA F PREPARE R THAN REPRESENTATIVE ATE '
��� LISA MARIE COYNE Esq lE Z.�, �3
AD ESS
8 Coyne, P.C.
39 1 Market Street, Camp Hill, PA 170114227
Side 1
� 1505610143 150561�143 � '`�
�
. __ _ __ _ _ _ __ _
. ��"�
��' 1505610243
REV-1500 EX
DecedenYs Social Security Number
Decedent�S Neme: W I L S O N� L U C I L L E N.
RECAPfTULATION
1. Real Estate(Schedule A)...................................................:...................................... 1. 0 . 0 0
2. Stocks and Bonds(Schedule B)............................................................................... 2. '
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C).......... 3. '
4. Mortgages 8�Notes Receivable(Schedule D).......................................................... 4.
5• Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)................ 5. 2 0 5 , 1 0 3 . 6 5
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............. 6. 6 5 , 0 0 0 . 0 0
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) ❑ Separate Billing Requested............. 7. 3 5 , 1 6 2 . 3 3
g, Total Gross Assets(total Lines 1 through 7).......................................................... g, 3 0 5 , 2 6 5 . 9 8
9. Funeral Expenses and Administrative Costs(Schedule H)..................................... 9. 1 8 , 3 12 . 5 0 ,
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................. 10. 1 , 7 4 5 . 0 0
11. Total Deductions(total Lines 9 and 10)............................................................ 11. 2 0 , 0 5 7 . 5 0
12. NetValue of Estate(Line 8 minus Line 11)............................................................. 12. 2 8 5 , 2 0 8 . 4 8
13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J)................................................. 13.
14. Net Value Subject to Tax(Line 12 minus Line 13)................................................. 14. 2 8 5 , 2 0 S . 4 8
TAX COMPUTATION-SEE INSTRUCTIONlS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116
(a)(1.2)X.00 15.
16. Amount of Line 14 taxable
at�inea�rate x .045 2 8 5 , 2 0 8 . 4 8 16� 12 , 8 3 4 . 3 8
17. Amount of Line 14 taxable
at sibling rate X .�2 �7•
18. Amount of Line 14 taxable
at collateral rate X .15 18• '
19. TAX DUE................................................................................................................... 19. 1 2 , 8 3 4 . 3 8
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. �
Side 2
� 1505610243 1505610243 �
_ __ . _ _
_ __
._ _ "�'�
REV-1500 EX Page 3 File Number 21 - 13 - 0169
Decedent's Complete Address:
E ' NA
Wilson, Lucille N.
STREET ADDRESS
351 Stonehedge Lane
CITY STATE ZIP
Mechanicsburg PA 17055
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 1 2,8341'38
2. Credits/Payments ��
A• PriorPayments 12,200.00
B. Discount 641.72 '
Total Credits(A +B) (2) 12,84'�;72
�,
3. Interest
(3) 1'0 0
4, ff Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4) �;34
Check box on Page 2,Line 20 to request a refund —
5. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. �5) '
Make Check Payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACiNG AN "X" IN THE APPROPRIATE BLOCK$
1. Did decedent make a transfer and: Yes No '
a. retain the use or income of the property transferred:.................................................................................. � �x '
b. retain the right to designate who shall use the property transferred or its income:.................................... ❑ �
c. retain a reversionary interest;or.................................................................................................................. � �z
d. receive the promise for life of either payments,benefits or care?.............................................................. � 0 ',
2. If death occurred after Dec. 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?......... � �x
4. Did decedent own an individual retirement account,annuity,or other non-probate property which '
contains a beneficiary designation?...................................................................................................................... �x �
iF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RE 'PiN.
For dates of death on or after Jufy 1, 1994 and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the survi i'g'
spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)].
For dates of death on or after January 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 per t
[72 P.S.§9116(a)(1.1)(ii)]. The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure�
assets and filing a tax re�um are still applicable even if the sunriving spouse is the only beneficiary. ,
For dates of death on or after July 1,2000: ,
•The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent��n
adoptive parent,or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)].
•The tax rate imposed on the net value of transfers to or for the use of the decedenYs lineal beneficiaries is 4.5 percent,except as noted in
[72 P.S.§9116(a)(1)]• '
•The tax rate imposed on the net value of transfers to or for the use of the decedenYs siblings is 12 percent[72 P.S.§9116(a)(1.3). A
sibling is defined under Section 9102,as an individual who has at least one parent in common with the decedent,wfiether by bloo�or adoption. ''
_ - – _ __ _ __ _ __ __ __ i i_:__
r�a�
� pennsylvania SCHEDULE E
DEPARTMENTOF REVENUE CASH BANK DEPOSITS AND MISC.
INHERITANCE TAX RETURN �
RESIDENT DECEDENT PERSONAL PROPERTY
FILE NUMBER
ESTATE OF Wilson, Lucille N. 21 - 13 -0169
Include the proceeds of litigation and the date the proceeds were received by the estate.All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM VALUE AT DArt�OF
NUMBER DESCRIPTION DEATH
1 Metro Bank--Certificate of Depostit Account Number X�CXXX7075 52,25�.47
2 M&T Bank-- Checking Acct XXXXX4489 1,03�.95
3 M&T Bank--Certificate of Deposit No. X�CXX8774 27,99!4,42
4 PNC Bank--Certificate of Deposit No. XXXX8034 110,6T3.11
5 PNC Bank-- Checking Acct. No. X�CXX8667 8,50i�,10
6 PNC Bank— Savings Acct. No. X�CXX1451 4,64�Q,60
TOTAL(Also enter on Line 5, Recapitulation) 205,1a��,.65
_ _ __ _ _._ —_ �i...
. _ _ .�a1'
_ �� �
_ _ , i
I
i
� � ;
_ _^ :-a E T RO �
' 3801 Paxton Street 888.937.0004
BAN K Harrisburg, PA 17111 mymetrobank.com
��
. � �
��� I
;
,
3/8/13 �� / �I
�- �/ �,i v I
�C�"
. . ��
Coyne & Coyne, P.C. Attorneys At Law �
3901 Market St. �
' Camp Hill, PA 17011
RE: Estate of: Lucille N. Wiison � ' �
Tax identification Number: �
Date of Death: January 31, 2013
To 1Nhom it May Concern:
This letter is in reference to decedent account intormation you requested for the �� �
individual list.ed above,
� We are abie to provide the following:
, .
Account Type: CD
Account Number: 7700177075
Date Opened: 03/25/2011
Primary Owner: Lucille N. Wilson
Principal Balance: $ 52, 251.47
Accrued Interest: $4.00
Date of Death Balance: $52,255.47
.
. In addition to the account listed above, the decedent also has a joint safe deposit box at
our Camp Hill location. Please feel free to contact me at (717) 412-6127 if I may be of
further assistance.
Sincerely,
Jennifer Jaeobs
Research Associate
Metro Bank �
__ _ _ __ . :
� - . .i i,_.,. �
_ _ _ ___ __ _��,�
• � . ' �(3 .2. 52PM PNC Bank No, 033Q °. 1/2
� ', '
�
: �;���.�
. lVliarch 20,201;
Lisa Maric Co}me Esq .
Coync c�Coyno
3901 Market Street
Gam.p �Ti11 PA 17011-4227 ,
KE: Lu+Gi�fle N Wi�son �
SSN: I95-J.6-4J.3?
DOD, 01-31-2�13 -
, ; _
Dear 1�Is. �oync: ,
In rdspt�rxse ta �atu requ�st for Date af Death(DOD)baiances for the ctlstazner�oted abo've,ot:u-
_ • records sh�iw the fol�o'c�zng_ ' � .
r Certifieate of Deposit
Accctiunt#31�0035�034 Es�tablishcd. Q6-0�-20I I '
y LUCILLE I�t�J4'ILSON I ;
DOD baJ,a�nce: � 110,562.74+ 16_37 accrucd intares# ^�' '
7ntcrest paid OI-�1-2013 thru 01-31-2�13 $ 18.7� 'Y'TD
. - �
�beCk��g Acco�t
Accc►Ymt#5d700986b7 . �stablished: 1?-31-199C
L�UCII.L�h �II.St�]�i �.
170D balancc: � $,507_06+{l_04 acc�cd in:tcrest '
7ntcrest paid 0].-01-2:013 thz�u �I-31-2013 $ 0.09 �C"TD ,
SavingS A.ccOUht
Account#51125Q14�1 . , Est�blished: 02-44 2OI0
�;u�a,r,E N w�sarr .
DOD be�lan.ee� $�,540.47+ Q.13 accrued int�rest
_---- Ixi�erest paid O l-U 1-2�13 th�ru Ql-31-201� � 0:27 'Y"I'D � �
Safe Dcposrt B�:e .
The de�edent mainfame4i safe dcposit box#0(}321
' LLTCI'LLEAT'WII.,SQ2�1
-: - T,ocated at:
lvlec�anicsburg B�ranch
2 EaSt M�.in Street � ,
'----_--
- _
_ Mechaaucsburg PA 17�55
. {717) 691-401.1
Page 1 of 2 �
.
� ,�,_.
__ ____
. _ _ __
"�'�_
' � � � � (3 2: F3PM PNC Bank ' No, 0;30 P, 2/2
� ', '
�
plea.se xzote t�s�this office pro�ities date of death balatices for deposit acCbtm�s(]RAs,CDs,G7►ecLir�and
Savings�. '�4'e do not pt�oces&e,n�$nancial transe.etions or pro�vi�de st�tements. Tf you need assi�rance with
, ^_ a�p of these it�xczs,please call I-88$-�'NC-BANK(1-888-7G2 2265)ar st�op by�aur local PNC Bank branc�
o�3c�. .
-,___. _ Sincerel�,
Natianal Finan�cial S�rvicts�enter '
1'NC:Bank,�I�.T.A,.. ` , �
Mcmbcr PDIG
This message is rizt�ded far rhe �rse of tJ�e indi>>idual or entity to which it is addressed and may _
conrain information that zs priuilegec� Confidentzu7 and�xemp�from disclosz�re under appdica�ile law..
_.- 1'f the rear�er af this message is rr�at fhe irctended recipier�t or th� em�ployee or agent re,sp�nsib�le for
delivering this message to the ir�`er�ded recipient, yo�c ur-e hereby n�t�.f�ed that any dissemination,
: ._ distrzbution or copyireg af rhis�a�nmunieation.s is strictl,y pro�ibited �{you have received this
cornmunica�oM in error,pleaSe nvrify me itr�nediately by reply or by telephone at 800�7�52-1775"and �
irrcmediately destroy thi.s fa�:ed do�ment. � ._
i.� �
'i
---- . P age 2 of 2
,
.
� �;�,
_. _ _ _ _ r�a�r _
REV-1509 EX+(01-10)
� pennsytvania SCHEDULE F
DEPARTMENT OF REVENUE
INHERITANCETAXRETURN JOINTLY-OWNED PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Wilson, Lucille N. 21 - 13 -0169
If an asset was made joint within one year of the decedenYs date of death, it must be reported on schedule G.
SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT
Bonnie E. Watkins 351 Stonehedge Lane Daughter
A Mechanicsburg, PA 17055
JOINTLY OWNED PROPERTY: --
LETTER ' DATE �nGude name o��nanG�al in�tttu�lon anpd bank account numbe�DATE OF DEATH DE D�S DATE OF DEA7hM
ITEM FOR JOINT MADE VAWE OF
NUMBER TENANT I JOINT or similar identifying numbe�.Attach deed for jointly-held real �VALUE OF ASSET I�NTEREST DECEDENrs iNr���sT
estate. �
1 A 03/18/2002 351 Stonehedge Lane �30,000.00 50% 65,OOC��00
� Mechanicsburg, PA 17055--See Attached I� i
� Appraisal ; I, �
!
,
, ; �
I
I
I
� '
I '
,
;
i, ,
;
� ;
� i,I II
i,,
i
i '
I I ,
�
i �
��
;
�
� ;
,
I �
� —
TOTAL(Also enter on line 6, Recapitulation) 65,OQ�.00
—_ _
- _
-- _
_ __ _ _ _ ��I� _
._..__n........�
....r........•, nunu�uv,�.aSwl --wawx ' '.ti:. �•.:�u wn,wi..'4]w:+WryMbWY�.M.xiw.;BewArw:s.vcaw'+rtw�_"v...4..-: '.uu�Gr+vK;tl:vtyilw�MKnN9La;.tlMqoilguµb: �
_.�_....._�_._.�.�--_. ... ��—_..____._'�_"—`�____.__�._—_�"—�__�_____�.____�_�_�_�� .. . ..
_-_'_— __.____..� ._ . . _--_�3MY�1.TrI
� ' ) ` - i i i .. q . � ' . . . ,
�•� � .. ��/� �}J � � .. ..
� � v .
D D
Cumberland County T�Parcel No. 42-10-064b-054 U
- ,
DEED .
MADE the.�_� day o;f G�/ , 20Q2,
�. ,•.
- o c-
BET�VEEN �' c� �` �
� m `-
� �� � � .
STdNEHE��E L�1.NE�SSO.CTATES, a Pennsylvania.limited partnership("'Grantor'-� r �
c�
' A N� _ ,'� -s �-
� � ` �
_ - .._ . . , �, c..c, ,
LUCf�:LE N.'WILS0I�T and Bf?N1*tIE E.WATKf1�TS,mottier and daughter, as jaint t�nt�, �.�� ;
�v � � ; .
J
with right of s�rvivorship and not as tenants:in=cornmon(„Grant��"): ` - � y G�� w �
.. ' � �-ITNES5ETH ,
That fhe Grantor, in considerafion of 03�E HT.TNDRED ONE THOUS,AN,I3 FIijE HIJNDRED � � _
;�
F`�RT�'-FTVE DOLL,ARS($101,545,Oflj,gaid by t;be CTrant�ee to th.e Grant�or,the zeceipt- '
wh�ereaf is hereby�a:cknowl:edged, do:es hereby grant and crmvey to the Gran#ee:- ;
ALL tbat certain Unit,.being Unit N.o. 351 {th:e .'.'Unit"), of Stanehedge, A f
Tow�home CondQminium(the"Con�amuuum"),located in Up�.er Allen I
T�wns�iip;Cu7niierialid Co�unty,Pennsylvania,which Unit is c�esignated in�e
� Declaration of�Condominiuni of Stanehe�g�,A TownhQme Candominium (the
`"Declaration of C.andaminiurn.") and De.claration Plats aud P1aus recorded in tlie
O:ffice af the Cumberland County Recorder of Deeds in Misce�laneat�s Book:6$'1., ..:.
� Page-4bO5 and Rig�itof V�Tay P1an:B"ook 12,Pa�e 142 respe.ctiv�ly,together wifiki
any and a11 amendments ther.•.eto. " , ' . _._
TOGETHER�vith the undivided percentage interest in the�_Gom.�ion � � .
�, Elements applutenant to the Unit as more�articularly se#forth in the aforesaid::
Declaration of Co�dQinrniriiu.m, as last amended. � �
� .- TOGETHER with the rig�t-to use the Liriaited Comrnnn Elements
applicable ta the Unit being conveyed Yrerein, pursuant to the Decl�aration af
Condaminium and D.eclaration PZats and Plans, as last amended. �
f
IJNDER AND SUBJEC'I'to any and all cavenants, conditions, �
restr�ctions,rights-of-way, easements and agreements af record in the.aforesaid
� ��ox �� p������
�
_ - � ' . j.
- - ----------..._......._.
.._ _ t ...._. ---. _._ .. . . -_�-, �
__ ��
• . - ---- ---------�_._._-----:�..,
� . � , . , �� ,,r
� �`� _
. , �: '
, , , .r.
�- -
�:;Y
°�.-
� �
�; _
Office, the aforesaid I}eclazation of Condor�iniu.m, and matters w�ich a ghysical
inspection and survey of th:e Llnit and Common Elements wauld disclose. �
` . .. `�.�
BEING part of the same premises which�Vesley Affiliated Services,Iuc_, '
successor to The United Methodist Homes for the Aging,Inc.,by deed dated
, Iv1ay 23,2001 and recorded in Cumberland County Deed Boak 245,Page 354,
granted and conveyed un�o Stanehedge Lane Associates, a Pennsylvania iimited
partnership, Grantor herein. .
T,HE Grantee, for and on behalf of the Crrantee and the Grantee's heirs,
persanal representatives, successors �nd assi.gas, by the acceptan�e of.#his Deed,
cavenants and agrees to pay such chazges�or maintenance,regairs,replacements
- and other expenses in cannec�ion with the Camman El;ements, a�d ths Limited
Common Elements appurtenant to.said Unit, as may be assessed against him, her, - �
the�ri,it, or said�TJ`nit, from time to�une by„the Executive Boazd of;the Stonehedg� �
Candominium Association in accordance with the Uuiform Cogdominium Act of�
Pennsylvania, and further cavenants and agrees that the Unit conveyed hy this
Deed shall be subj ect ta a lien for all amounts so�assessec3 except insafar as ,
Section 340'7(c}of sai.d Uniform Cond�minium Act may relieve a subsequent
Unit Owner of Iiability for prior unpaid assessments. This covenant shall run with
and bind the UIIit hereby conveyed and all subsequent awners thereo£
AND fhe Crrantar 5hal1 and will SPECIALLY WARRANT the properry hereby canveyed�
�N�'TTNESS WHEREOF,fhe Crrantor lias caused this I�eed#o be executed as of the day
and year fus#writte�above. � .
ATTEST: STQNEHEDGE LANE ASSOCIATES, a
�� ��, Pennsylvania limited partnership
�.
.�`'"y`��-°� .. r �;�.;. . - $y: CAPITOL VIEW DEVELQPMENT CO.,
�'_;�� - INC., General Patriz�er
., '��.
,,,, ; � .
�.�f� ��{;r ��p.'.•�• � �
.t� � ��'
�� B
±'' ,� �'- - Name: 1G Q P..� �t.�.
.��,�l�,,Z�/ �- � • Title: (��Presid�nt �
. ���K �� ���E'��r��
.._...---. ... , . . . �
- ; _ _ _ i
_ -- __ _ _ _ li_
_ _
_ _ _ .
. .
_ . . _ . �.,,�,W�,��„�,.,_��,���,,.:�.-�� ....�;::� � ,��x,u��,,.,,.��„� �,_:M:,,.:,�„�,:w�....,..
.. , ,�. ��.�.m�.a.�, �...� �,»�, x:��„a,.�.,,.�,.,.. __.
_ , ----- --------- ------ -
- , , i ,
� _. , - :
� ' {r, . . � , '
_. _ �- ;
COMMOr(WEALTH OF PENNSYLVAI�IA . _ _
: � SS: - �
COUNTY OF C-�r'V►8����-� : ,
�On�his �the �da o:f G V 2002. .before rne a Na. Public the '
, y , � , � . ,
undersigned afficer, p�rsonallY aPpeared �c.c,�4�1 •,k_ �-QU ,who ',, .
acknawledged himself ta be the�Vice)President o;f CAPITOL VIEW DEVELOPIViENT CO., ,
INC., a Pennsylvania corp��at�an (the"Corp�ration"), sai.d Corporation being the General ;
Partner of STONEFiEDG�,LANE ASSOCIATES, a Pennsylvania iimited partnership (the _ ,
� �
".Pax�ership"), ana that he as suah officer,being authori.zed to do so pursuant taa resolution af
the Corporation!s board of tiirectors dated Oatober 5, 2001, a capy af which is recorded in , `
Cumber�anc� County MisceIla,.-�eous Boo.k 681,Page 2993, executed the foregoing instrument for
the plupose therein cantained by signing the name of the Ga�rg.oration by himse}f as suck�officer
in tl�e Corparation.'s capacity as General'1?arl�ier an�.:as:autha.rized-by the Parhler.ship. � ,
�
;;.NES�=:�?HEREQF,I have her�unto se.t my`hand and afficial sea1. ' l
. ,,�6��`�"� �:, . . . . � , ..
� �n�i.h` � � �
'F��f���� �.� , � � ,. . . . . . ... � . �C!J.—""''' � � � ..,,
a.�� . _ . - I
,>; " = Notary Public ,
w " . .. . . . .. �.
— .r� � f I .. . . , . . . . I ' .
�: 4.:� (SEA.L) ',
``���" . '
���s�'or� exp.ires: .�� � '
.,; t - __ . '
t�ata a ���ai
E�trtB C:Fairf� tv6tar;PUtifEe
l.etM��yrte 8bro Curf�oc�^Kl-Gcunty
taf3r Gommcs�iC!;�x;nn�C^t."3Q.204d
�11f7B1��A[YIu�Y'd(`.7'�u A.:30Cta}iDL1`C1 NCf�(j8$-
_ _.. .. _ , .. _ _ . I
_ ,
_ I
. i
. 8 � . ',I
i?�f(-�� �C���� .
, -
. . . _ • :.. ... .. ... --
. l
_ _ _ ____ ____
. __ _ _
�I��—�-
, , , , - , ., �, _,
' ' `� ='a
COMMON�VEALTH O�P�'�T':dSYLVANIA . `
, SS:
COLTl�tTY OF CUMBEF.I,�.�� :
RECOR37ED in the Office of the Recorder af Deeds in and for sai�d Caunty iri Deed Bool� ,
Page - _
'�I'INESS iny��n� ��� c`ficial5eal thas, day of ,2�42. . ,
Recorder of Deeds `
I hereby certify that the�>:u_i�e address af the Grantee herein is: ��.�- �, '-. � ',,r�eC� �
I Cet#ify
, , - ,�,: PA x .
3 5 I Stonehedge Lane TIl��i� �.�
1',�t.chanicsburg,PA 170�5 .. ��
o; ,�`+ . .. , ,�''`��,7 `
.
e� _ ,
,u r'�., ';�
_ `'L��ee�s
;.,. ,
� Attorney�or Agent�c�r Crrantee�_
a�[� �fp 7`yTl�!+t���1""l T;1 T�r�'i'( A 7 _ t�
� r-j.T. F'J.rfJx���g'�Q IIi 7"!' ; .
. . ' ' yC 7t y't�-r .! � 1 ( � � �
� ���.'+� ~
. . _ � o�����XC�-�~-+ � � �
�—a o ...:c�
�` �.� „�n. � s� �„ ,� `" �
'C 7�� ... � � �. � .�` .
'4
��..Ci �c �m
- � � �
Q � i..l 'T.S� �
.... r..y c� �'�- _
. . U�V�i1 �� rtnr�� � ` -..i �" -.� .
d P.� '+Q �
� �. "
O
' m
r��.a r-'- i-�+ , `n
-` � r d
' . c=-b O LR G1t O r-+ tJ�
� ' ' G•_�LR ow�� � �-V L.R Y-� T3
�R
^L�l�S-C?� L*T J^+7 S'�C!f t'i ••
. . i_. c+!1 G LT!� G C3 tV G+.I G! C7 O �
. . . ' . .. . . . .. . . _.'"'_"__ . /
T_'_'....__.._ . . . __--•.. -
�
.... -_..... . - ._ _ __ -. . ' ' '"'. ._�.. ..
_ . . _- ..- _ _.
. . -_.._ -.____. .. _ ,
. ... . _._ . I 1 �.
_
_
.�,� .
' ,� � �f�,�n�
• � WOOF APPRAISAL GROUP �� �� � �
Individual Condominium UnitAppraisal Report FaeNo. Pvr�oeis
The purpose oF this appraisai repart is to povide the client wiU�a aedible oqnion of the defined value af ihe subject propgty,given the intended use of the appraisal.
Cliem Name COYNE&COYNE P.C. E-mail LISA COYNEANDCOYNE.COM
ClierdAddress 3901 MARKET STREET CAMP HILL State PA Zi 17011
Add'Nanal Intended User s THE ESTATE OF LUCILLE N WILSON
Intended Use ESTATE SETTLEMENT
Pro Address 351 STONEHEDGE LANE MECHANICSBURG State PA Zi 17055
OwnerotPublicRecad LUCILLE N WILSON 8 BONNIE E WATKINS Caunt CUMBEf2LAND
L I DesUi ion BOOK 250 PAGE 4436
Assessor's Parcel i 42-10-0646-064-U8351 Tex Year 2012/2013 R.E.Taxes S 2 157,13
Nei hborhood Name STONEHEDGE Ma Reference 10-0646 Census Tract 3240-0116.00
Pro Ri IsA raised X FeeSim e Leasehold Other describe �..
M research did did not reveal a 'a sales artransfers of Uie sub'ec[ o fa the Mree ars 'u to Ne effecbve date af this a 2isaL �
PriorSaleJirensFer: Date Price � Sources ��
AnalysisofpnwsaleortransFerhis[oryofthesubjectproperty(anticomparablesales,ifappNwhie) THEREHASBEENNOTRANSFERSOFTHESUBJECTINTHELAST
THREE YEARS.
Ofierings,opuars and conVacts as of theefiecUve dateof Ne appraisal THE PROPERIY IS CURRENTLY NOT LISTED FOR SALE OR LISTED FOR SALE WITH W
THE LAST 12 MONTHS.
Lar,ation Urban X Su6urban Rural Pro Values Incre�sin X Stable DeGinin PRICE AGE One-Und 100% �
, BuiR-U �Over75% 25-75% Under25% DemandlSu ShaRa InBalerrce OverSu I E0�0 2-4Unit % �
Grovrth Ra id Stable Slow Marketi Time UnAer3mths X 3-6mths Over6mths 120 Low 8� Multl•Fami %
Neighborhoad Boundaries THE NEIGHBORHOOD BOUNDARIES.CONSIST OF CONDOMINIUMS IN THE 160 Hi h 44 Commerdal %.
AREA COMMONLY KNOWN AS STONEHEDGE LOCATED IN UPPER ALLEN TOWNSHIP. 140 Pred, 12 Other % _
' NeghborhooC Descnp6aa THE SUBJECT PROPERIY IS LOCATED IN AN ESTABLISHED RESIDENTIAL NEIGHBORHOOD COMPRISED
PRE4OMINANT�Y OF SINGLE FAMILY HOUSES. EASY ACCESS TO EMPLOYNIENT CENTERS SCHOOLS SHOPPING AND TRANSPORTATION.
Market Conditians(induding support forthe above conclusbns) AREA REAL ESTATE MARKET IS CONSIDERED TO BE MODERATELY ACTIVE.LOAN •
D�SCOUNTS INTEREST BUYDONMS,AND OTHER CONCESSIONS ARE NOT TYPICAL IN THIS MARKET.CONVENTIONAL FINANCING IS READILY ,
AVAILABLE.
T ra LEVEL SizeIYPICAL Dens' TYPI.GAL ViewRESIDENTIAL
fic Zani Gasslficatlon HDR Zmi Descri fion HIGH DENSITY RESIDENTIAL `
loni iance L al L al Nonconformi No Zoni IN al desui6e
Is the highest and best use of the subject property as imprwed(or as proposed per plans and specitica6ons)the present use? . Yes No If No,descri6e. � �.
Utllitles Publie O[herldescrihe Public Otlxr descM6e) Off-sitelm rovements—T PUtilic Privete� - .
. Electrid X Water Street MACADAM- X �.
� Gas Sanite Sewer ' � Alle NONE ���
Site Comments LEGAL AND PARCEL DATA TAKEN FROM THE COUNTY 1M�B SITES.NO APPARENT ADVERSE EASEMENTS OR ENCROACHMENTS
NOTED.
Data sourc s fu 'ect informa6on COUNTY ASSESSMENT OFFICE
.Pr'xt Detathed X Row a Townhouse Garden Mid-Rise Hi h•Rise describe ��
�i of Stories 2 EKec6ve A 5 Exterior Walls VINYL Ra6o s ceslunits 2.5 9 of Units 227 �
iMElevators N!A X ExisUn Pro sed RoofSuface FIBERGL.SH. T OPEN AofUnitsCom leted T27 �..
Year Buil[2001 Under ConsWCtion Total i Parkin 568 Guest Parkin 228 M oF UnRs ReMed 38 ��.
DesQibethecondftionoFtheprqectandqualiryofconswction. AVERAGECONDITIONANDQUALIIY.
Describe the common dements and recreational fadlides, OPEN SPACE
Floar't NIA Floors HARDWOOD&CARPET Fir ace s t X Refri rator None
#ofLevds-2 Walls DRYWALI Woodsto s# X Ran ven Gara e Caveied X 0 �
Heati T FHA Fuel ELECT Trimn(Flnish PINE DecklPatioPATlO X Dis X Microwave #ofCars 2
X CeMral AC Individual AC Bath Waiascot FIBERGLASS PorchlBalcon X Dishwasher Assi ned Owned �
Other descri6e Doors SIX PANEL � Othc SHED X Washed er Parkin S ace� N!A
Finished area above rade contains: 5 Rooms 2 Bedrooms 2.5 Bath s 1 328 5 uare Feet of Gross Livi Area Above Grade - �
Comments on the improvements:THE APPRAISED PROPERTY IS IN ABOVE AVERAGE CONDITION FOR ITS AGE AND HAS BEEN 1NELL MAINTAINED.
NO FUNCTIONAL OR EXTERNAL INADEQUACIES NOTED.
J
n Hadr�EieigAGSalvwr�,�0.fl/.elnw«'.aaw0.mm lhbmcoyiiq[°Np5-2J1oACI0iwimdl50CI�s5vAm�YC,NRiglecPenM.
Page 1 d 1 (qPAR*')Genxal Puposa fpparsai Reoa[MI2010
cvNttm7 ioamxmo
e.,Q,rv�vm+w��a�r�c . .
-� -- � - - . _. -- I li�,.��..
.-R-.-,„�--.,,.;� _ _ _ .�� _
- ,
�� � WOOF APPRAISAL GROUP
�,�� Individual Condominium UnitAppraisal Report FileNo. PVT10819
� - FEATURE SUBJECT COMPARABLE SALE N0.1 COMPARABLE SALE N0.2 COMPARABLE SALE N0.3
_ Address 351 STONEHEDGE LANE 339 STONEHEDGE LANE 458 STONEHEDGE LANE 397 STONEHEDGE LANE
;,' and MECHANICSBURG MECHANICSBURG MECHANICSBURG MECHANICSBURG ,
nit/8351 339 10458 26397
U 7
ProjeclNameand STONEHEDGE STONEHEDGE STONEHEDGE STONEHEDGE ,
� Phase 8 7 10 26 �'�.
Proxim' ro Su'ect 0.02 mlles NNE 0.11 miles W 0.14 miles SSW '
Sale Price S MARKET E 130 000 S 133 900 f 128 000 '
Sale Price/Gross Liv.Area S 0.00 .ft S 97.89 .R. S 100.83 s.R f 96.39 s,R '
Data Source s MULTI-LIST SERVICE MULTI-LIST SERVICE MULTI-LIST SERVICE '
Verifiwfim Samce s COUNIY DATABANK COUNTY DATABANK COUNIY DATABANK �
VALUEADJUSTMENTS" DESCRIP�ION DESCRIPTION -S smimi DESCRIPTION d�)s� senent DESCRIPTION ��)s ' enwx '��..
SaleorFinancing CONVENTIONAL CONVW/HELP -3,500 CONVENTIONAL I
Concessions 103 DOM 108 DOM 335 DOM
Date of Sale/Time 09/01/2012 04/0512012 10/17/2011 '
LocaUon SUBURBAN SUBURBX�N SUBURBAN SUBURBAN '
LeaseholdlFeeSim e FEE SIMPLE FEE SIMPLE FEE SIMRLE FEE SIMPLE '
HOA Mo.Assessmem 5101.00 5101.00 5101.00 $101:00 '
i
Common Elemerrts OPEN SPACE OPEN SPACE OPEN SPACE OPEN SPACE �
and Rec.Facili6es �', �
FloorLncaGon N/A N/A N!A N/A '���. �i
View RESIDENTIAL RESIDENTIAL RESIDENTIAL RESIDENTIAL , ,
DesinS e TOWNHOUSE TOWNHOUSE TONMHOUSE TOWNHOUSE ',
Qu ' ofConstruetion AVERAGE AVERAGE AVERAGE AVERAGE I
��Aduai e 12 12 12 9 � '�..
Condition ABOVE AVE. ABOVE AVE. ABOVE AVE. ABOVE AV.E. . '
�Above Grade To�i ea�ms eew 'ra,i ea�m: � er�ss Tna em�. eem: ia.i ed�m sams .�
� Room CounC 5 2 2.5 5 3 3.0 -3 000 5 2 2.5 5 2 2:5 '
' Gros '' Prea 1 328 s.h. 1 328 .R 1 328 s.h 1 328 s.It. �.�'. �
� Basement&Finished SLAB SLAB SLAB � SLAB � '��' ��',
. Rooms Belax Grade ..� ;
� Fum2ional U61i AVERAGE AVERAGE AVERAGE AVERAGE I
. Hea6n Coolin FHAlCA FHAlCA FHA/CA FHNCA
E Efficient Items HEAT PUMP HEAT PUMP HEAT PUMP HEAT PUMP ii
G dCa ort 2 CAR OPEN 2 CAR OPEN 2 CAR OPEN 2 CAR OPEN ,
� PorduPatidDeck PATIO SHED PATIO SHED PATIO SHED PATIO SHED '
,:P...'�'�,. , .I
r ,
Ne[A'usUnent otal + X- E 3 000 + S 3 500 X + ' �E 0 � ''�,
. �AdjustedSalePrice . NetAdj. -2.3% NetAdj. -2.6% NetAdj. 0.0% ' ��I,
� of Com araWes Gross '. 2.3% E 127 000 Cmss . 2.6% S 130 400 Gross '. 0.0% S 128 000 ' �'�
Summaryof5ales Comparison Approach MY MARKET RESEARCH AND RESllLTS. SALES USTING AND PENDING SALE$WERE RESEARCHED FOR
SIMILAR AGE STYLE SIZE,AND CONDf1lON CONDOMINIUM SALES FROM THE NEIGHBORHOOD.MARKET DATA OF CLOSED.SALES WAS I
SUFFICIENT TO ARRIVE AT AN OPINION OF VALUE.CONDITION ADJUSTMENTS BASED ON MULTI-LIST DESCRIPTIOMS OF UPGRADES ON
COMPARABI.E SALES.ALL SALES WERE CLOSED AND CONSIDEREC EQUALLY WHEN ARRIVING AT MARKEf VALUE. ' ',
i
Indipted Value Sales Com rison A oach S 130 000 ' ��,
Es6meted MmN Marke't Rent E- N!A X Gmss Rein Mul6 ic N/A -f WA Indicated Value Incane roach . ',
• SummaryotlncomeApproach(includirgsmpporlformarketrerrtandGRM) THE INCOME APPROACH WAS CONSIDERED NOTAPPLICABLE DUETO LIMITED �
RENTAL UNIT SALES.
I I
� IntlicrtedValue6 : SalesCam adsonA raaeh5130000 IncomeA oach ifdevelo sd S N/A�� ���.
ALL THREE APPROACHES TO VALUE WERE C.ONSIDERED.NOWEVER ONLY THE SALES COMPARISON APPROACH IS CONSIDERED
APPLICABLE DUE TO THE NATURE OF THE PROPER7Y A CONDOMIh11UM. '
• TFus appraisal is.made X"as is,' subject tn completlon per plans aid spedfirations on the hasis o(a hypothefical conAition Ihat the improvements have been completed, �'��... �
❑subjec[to ibe fdlowing repairs or alteratlons on the besis of a hypothetical conditlon that the repairs w atterations have been completed , Q su6jeci to the fdlaving; '�.,
� APPRAISED"AS-IS".INSPECTED ON 03/08l20'13 FOR A VALUATION DATE OF 01/31/2013 THE DATE OF DEATH. '�. f
I
Based oo the scope of work,assumptlons,limiting condiNons and appraiser's certiFication,my(our)opinion of the defined value of the real property ',
that is the subject of this report is S 130,000 as of 01131/2013 ,which is the eHective date ofthis appraisaL � '�,
- n Aoa�.a�yaa�,...eoo.r�.auiwwK..�w.mm m.mmcoynya<zoos.zma�crae�ai5oc�s.�.k.M�raynw.� '.
Page 2 d� (gPAR")Geridal Pupose App isel R�0512010
GPM10)3 100525A10 I
a�mw��w�.+�w�+ Woof Appraisal Group �
__
-- - - - — '
- _ _ _ lu
.
. ,�
�,: �,,...� , -
- _�.
' WOOF APPRAISAL GROUP
Individual Condominium UnitAppraisal Report FileNo. PVT10819
�.-
- Scope of Work,Assumptions and Limiting Conditions
:r
- �'� Seope ofwork is de�ned in the Unifortn SWndards of Professional Appraisal Prectice as"the type and extentof researeh and analyses in an il
� assignment"In short,scope otwork is simply whatthe appraiser dld and did not do during the course of the assignment.It includes,but is not . 'il
. limited ta:the extentto which the property is identlTed and inspected,che type and extent of data researched,the type and extent of anatyses applied II
to arrive at opinions or eonclusions. , �
- The scope of this appraisal and ensuing diseussion in this report are specific to the needs of the client,other identlfied intended users and to the II
intended use ofthe report.This reportwas prepared forthe sole and racclusive use ofthe client and other identi(ed intended users for the idencified
intended use and its use by any other parties is prohibited.The appraiser is not responsiblefor unauthorized use of the report. � �
The appraiser's cercification appearing in this appraisal reportis subjectto the following conditions a�d to such other specific cnndiUons as are
set forth by the appraiser in the report.All extraordinary assumptions and hypothe[ical conditlons are stated in the report and might have atfected che
assignment results. �
1.The appraiser assumes no responsibility for mahers of a legal nahue affecfing the proprriy appraised or tNe thereto,nor does tl�e appraiser render any opinion as to the tide,which is ' i
assumed to be good and marketable.The property is appraised as though under responsihle ownership.
2.Any ske[ch in this report may show apptoximate dimensions and is included only to assist fhe reader in visualizing the propeRy.The appraiser has made no survey of the�property.
3.The appraiser is not required to give testimony or aPpear in court hewuse of having made the appraisal with reference ro the praperty in quesuon,unless anangements have been
previausly made thereto.
4.NeiUier all,rror any part of the content d tliis report,copy a other media thereoF(inGuding condusions as to the property value,the identity of the appraiser,professional designations,
or ihe firm with which fhe appraiser is connec[ed),shall be used Far any purposes hy arryone bu[the clierrt and other aRended users as identi8ed in[his report,nor shall ft be corneyetl by
a`ryone tu the public through advertising,public relatbns,news,sales,or othrr medla,w�hout the written corrserrt of the appraiser.
, 5.The appraiserwill not disclosethe corrtents of this appraisal repat unless required by applicaMe law or as spetified in the Ilniform Standards of Prafessional Appraisal Praclice. �
6.Infamafion,estimates,and opinions fumished to the appraiser,and cantained in Uie report,were obtained from so�rces considered reliade and believed to be true and carrec[. ��.
However,no responsf6iliry for accuracy oF such rtems fumished to the appraiser is assumed by the appraiser,
7.The appraiser assumes that there are no hidden or unapparem conditions of the property,subsdl,or structures,which would render it rtwre or less valuaWe.The appraiser assumes �.
no responsibil'rty fu such condNOns,or Fw engineering or testing,which migM be reqdred to discover such faaors.TFns appraisal is na an environmenql assessment of the praperty and �
should rwt 6e consid�ed as such.
8.The appraiser specializes in Ihe valuatian of real property and is rwt a home inspector,building corrt2ctar,sVUCtural en�neer,or similar expert,unless otherwise nded.The appraiser .
6d rat conduct the i(rtensive type of field observations of the kind iMerded to seek and discover property deFects.The viewing of the property arM any improvemeirts is for purposes of ��� .
� dCvebping an opirrion of the defined value of the property,given the irRended use of Utis assignment Statements regarding mndi�on are 6ased on surface o6serva6ons only.The �.
appraiser Gaims rw special exper6se regerding issues inGuQng,hut not limited ta:foundadon s�tlement,basement moistue proNems,wood destroying(or aF�)insects,pest infestatbn,
radon gas,lead based paint,mold or env'rommerrtal issues.Unless otherwise indicated,mechanical systems were not activated w tested. � �
This appraisal report should not be used tn disclose the condition af the properry as it relates to the presence/absence of delear.The clierrt is invited and encowaged to empioy qualified '
exper6 to inspect and address areas of concem.If negative conditions are discavered,the opinion af value may be affecteA. '. '
�Unless otherwise noted,the appraiser assumes thecomponents that canstitu[e the subject property improvement(s)are fundamentally sound and in ..
working order. �.
My viewirg of the property by Uie appraiser was limited to readily o6servable areas.UNess otherwise noted,attics and crawl space areas were rro[accessed.The appraiser dia not move � '
(umiUUe,floor cov�ings or ofher items that may restrict the viewing o(the property. � . ��
9.Appraisats invoNirg hypofh�ical conditlons tdated to completion of neW construction,reparcs or aK�ation are based on the assumption that such completion,afteration or repairs will
be tompetently performed, a="': �
10. UMess the inlended use of this appraisal sped6cally incfudes issues of property insirance coverage,this appraisal should not be used for such purposes,Reproductlon w .
Replacemerrt cost figures used in the cost Bpproech are for valuation purposes only,given the i�rtended use ot the assignment The De(mitlon o(Value used in this assiqnment is unlikely
to be consistentwRh the defini6on of Insurabk Value for property insurence wveragduse. .. �
11.The ACI General Purpose Appraisal Report(GPARTM)is not intended tor use in transadions that require a Fannie Mae 1073/Freddie Mac 4fi51form,
' alw known as the Individual Condominium UnitAppreisal Report(Condo). -
Additional CommerKS Releted To Scope Of Work,Aswmptions and Limiting CondiUOns ,
STATEMENT OF ADDITIONAL LIMITING CONDITIONS AND ASSUMPTIONS Q
;
THIS APPR,41SA1 REPORT HAS BEEN PERFORMED FOR THE CLIENT INDICATED IN THE PRECEDING,WITH NMOM PROFESSIONAL
STANDARDS REQUIRES ME TO MAINTAIN A STRICT REQUIREMENT OF CONFIDENTIALITY.
I,BY REASON OF THIS REPORT,AM NOT REQUIRED TO GNE TESTIMONY IN COURT WITH REFERENCE TO THIS APPR,4ISAL IF ANYONE
WISHES MY APPEARANCE,IT CAN BE ARRANGED ONLY BY PRIOR ARRANGEMENT BEING MADE WITH ME.SUCH APPEARANCES SHALL
BE MADE AS AN EXPERT WITNESS ANO THE FEE FOR SUCH APPEARANCES SHALL BE AT THE RATE OF$125/HOUR PORTAL TO PORTAL,
PLUS ANY REASONABL�COST INCURRED BY ME.
PURPOSE:
THE PURPOSE OF THIS APPRAISAL IS TO ESTIMATE 7HE MARKET VALUE OF THE FEE SIMPLE INTEREST IN THE TITLE OF THE PROPERTY.
THE VALUE IS AS OF THE DATE OF DEAT+i,WHICH IS NOT THE DATE THE PROPERTY WAS LAST VIEWED W fTS ENTIRETY AND
PHOTOGRAPHED.
SIGNATURE:
THE ELECTRONIC SIGNAn1RE USeD IN THIS REPORT ARE PROTECTED BY THE APPRAISER AND ONLY THE APPRAISER HAS COMPLETE
CONTROL Of THE SIGNATURE.
ADDITIONAL CERTIFICATION:
THE INTENDED USER OF THIS APPRAISAL REPORT IS THE LENDER/CLIENT.THE INTENDED USER IS TO EVALUATE THE PROPERTY THAT
IS THE SUBJECT OF THIS APPR.4ISAL FOR AN ESTATE,SUBJECT FO THE STATED SCOPE OF WORK,PURPOSE OF THE APPRAISAL,
REPORTIMG REQUIREMENTS OF THIS APPRAISAL REPORT FORM,AND DEFINITION OF MARKET VALUE. NO ADDITIONAL INTENDED
USERS ARE IDENTIFIED BY THE APPRAtSER.
i
iy P,oM1CtlurigAaao4Mea.A0033/.S1Dww.auvwb.am ThlsqinCapfiglt^I065.ZOlaWOiwbna6o�tlrmS�NUSM NPog14VaM.
Psge 3 d 1 (gPAR^')Gencnl P�xpo�elppnkel R�oort.OL2010
��e14+uau��sPn'� / GPARtoT3 100.453010 .
.. . __. _. ..
_. _ _. .. _. �
_ .
. . _ _ _. • I � :'�..
_ _ _
_ ��'�
�,.,_�,.s,�.,,_,F,,,�,,..�,� .
:
� �:--�� 'f �
• WOOF APPRAISAL GROUP
Individual Condominium Unit Appraisal Report File No. PVT10819
�# 4 Appraiser'sCertification
��-R4� The appreiser(s)certifies tha4��he 6est of the appraiser's knowledge and belief:
�,.-� 1.The statemerrts of Fact coniained in this report are We and cartect . ,�
- 2.The reported analyses;opinions,and condusions are limited only hy the reported assumptions and limiting coMitions and are.the appraisers persanal,impartial,and unbiased � '�
� professional analyses,opinions,and conclusims. ..
3.Unless otherwise stated,the appraiser has no present or pfospective irrterest in the property that is the subject of mis report and has rw personal interest wRh respect to the parties , �'
involved. .., ... . .. �.
4.The appraiser has no bias with respect tn the property that is the subjea of this report a to the paNes involved with tl�is assignmenc - � - � �.
5.The appraiser's engagemerrt in this assignmentwas rat confingent upon devdaping or reportirg predetertnined results. , �� �
6.The appraiser s comperlsation for completing this assignmeM is not tontingeM upon the development ar reporting�oC2 predete�mined value w drection in value that favws the cause o( � '�.
the client,ihe amount of the value apinion,the attainment of a stipulated res�t,or the occurrence of a subsequent event direUly rdated ro the intended use of this appraaal. �
� 7.The appraiseh analyses,opinions,and conclusions wete developed,and this repat has been pepared,in conformiiy with the Uniform Standards oF ProFessionaf Appraisal Practice. ..
B.Unless othervrise noted,the appraiser has made a personal inspeUion af ihe property tha[is the�wbject oF this,report. .
9.Unless noted below,no one provided significant real property appraisal assistance�to the appraiser sgning this certificatlon.Significant real property appraisal assistance provided 6y: � �
I
�
Addltlonal Certificacions; . � � - �.
�
I
I
i
i
_. I
�
- I
I
I
. I
i
f� iDefinicion ofValue: �MarkM Value �Other Value: �.
Sourceof Definifion:REAL ESTATE APPRAISAL TERMIfJOLOGY
'THE MOST PROBABLE PRICE WHICH A PROPERTY SHOULD BRING IN A COMPEI'ITNE AND OPEN MARKET UNDER ALL CdNDITIONS -
REQUISITE TO A FAIR SALE,THE BUYER AND SELLER,EACH ACTING PRUDENTLY�KNOWLEDGEABLY AND ASSUMING THE PRICE IS NOT
AFFECTED 8Y UNDUE STIMULUS."
` " . II
li
' ii
� �
f
t
I
j
�
ADDRE55 OF THE PROPERTY APPRNSED:
351 STONEHEDC�E LANE � �
MECHANICSBURG,PA 17055
EFFECTIVE DATE OF THE APPRAISAL:01/3.1/2013 � �
APPRAISED VALUE OF THE SUBJECT PROPERTY S 130,000 ` _ rt
. j
APPRAISER SUPERVISORYAPRRAISER II�
SignaUrce: .���� SignaWre: � I�
Name: REYNOLD R WOOF JR Name:- . � �
Sta[0 Certificatlon# GA000002L � ' State GertificaGon t i;
�a
ar License i - w Lice�e� �
- �or Other.(describe):- State t Stete:. I'+.
iti
- Stste:PA - Expiration Date M Certification or License: ��
Expiration Date of Certificadon a License: 06/30/2013 Date of5ignaUxe: � ' I�
Date-of Signature and Report: 03/11l3013 Date o(Property Yewirg:
Date of Property Viewi�g: 03/08/2013 � Degree oF property viewing: �
� Degee of property viewing: Q InteriorarM 6aerior ❑Extena Only ❑Did not personally view
. �IMeriorend Extenw ❑Extenor Only ❑Did not personally view - �
i
ny Roha.ed�WnB/�soRere,lOD.SJfa'IDx�w�.�cwen.mn Tlisivmfap�lyt°Z0�5-MOAQqriwlmof4SOCIrrsSrim.hc.Aiftlp+sPdwtl. � . j,.
Page{d I (qPAR"')6eneral Pupose Pypnrsal R�orc a5/2010 `...
GPAR1073 1005]SA10 I
�ww�� ,Woof Appraisal GrouP i - .
!;
. _ __ ___ -_. —.. ;'.
_.. _... __ . _.. _. i ii..,. ���.
__ _ ___
. _ _ _ _ .�,,,� -
�--4--�.-��� ,
y;"- - � ` SUBJECT PRaPERTY PHOTO ADDENDUM
"' �lient• coYNe a covNe P c. File No.: Pvr�oats
„ ,.
:, —
� r P�OpP,fly Rddf255'351 STONEHEDGE LANE Case No.:
CIC. MECHaNICSBURG $tffi0: PA ZI :17055
�F� ' . , .,.
�i!
..__,,.,'.,.l�'�
:r'i
�� FRONT VIEW OF
�'� SUBJECT PROPERTY
Appraised Date:dnriva,rtv a�,2oi s
Appraised Value:$��,�
.�
REAR VIEW OF
SUBJECTPROPERTY
- ;,
F�
�
4
� �.F
�. �"-"��;�-" STREETSCENE
:,�., ,.,
� ��
.�
. � � �
A.
/
. . . ' I li_..',��.:
_ _ _
"�'�
--. .-.,4.-.,�-��.�,-, .
COMPARABLE PROPERTY PHOTO ADDENDUM
CII271t: COYNE&COYNE P.C. FII2 NO.: PVT10819
�� � P�OpOrtV Addf055:351 STONEHEDGE IANE C3SB NO.:
CI :MECHANICSBURG $tBtE: PA ZI :17055
: Y�
'�'
W�
_ �;�
� COMPARABLE SALE#1
339STONEHEDGELANE,#7339
MECHANICSBURG
- Sale Date:osrov2ot2
Sale Price:$tso,000
� ,� ��.«
t� ..�
�=; '� ' COMPARABLE SALE#2
�a5' �^'1':.,,}: . FY+m�.i�J..9".:.
_ .::..�. ..
, .. ' ,�' ��•a 458 ST6NEHEDGE LANE,#�0458 �
.
MECHANICSBURG �
_:,• ` Sale Date:oarosrzo�z �
Sale Price:$�as,soo
,
. *
� a � �. � � .
_ _ ,�-=,'
_. �'� �: .
::.� : � ;�
� "'' COMPARABLE SALE#3
- '`"�� 397 STONEHEDGE LANE,#26397
r,
�"'" ""' ' MECHANICSBURG
Sale Date: �on�rzo��
Sale Price:$i2e,000
,"?��:;;
�
___ __ -- — . i i;_.:
_ __ ��l�
�; ° �
_.�v,
- CIIOtIt: COVNE&COYNE P.C. FII2 NO.: PVT10819
� PfOpBfiy Addf655:351 STONEWEDGE LANE. C25B NO.0
�•� CI : MECHANICSBURG $tffi2: PA ZI :17055
_ .:� — . _. __. _.. _ _ _ . _ _
-y-
- a'��'
,.,�: :
KITCHEN
LIVING ROOM � `
�f �
FIRST FLOOR POWDER ROOM
i
'i
I
I
�
I
�
. .
I
. !k:'!:�� �. .
I
I
,
i
Awwwn��.eonam��,,...�,Yw.� � � , aim�oiezoia
___..___ . I
. _.._ �l��_.., _
__ _ __ _
.�-.,.-_<,�. .
"��
Client: covNe a coYNe P.c. File No.: Pvr�oa�s
�� ` PfOp2rtV Addf25S:351 STONEHEDGE LANE Case No.:
' Clt :MECHANICSBURG St8t0: PA ZI t 17055
SECOND FLOOR BATH
SECOND FLOOR BATH �
�t'
, I
�
�
I
I
�
I
i
I
I
I
�
I
I �
t
I
�
NoNretl�MngACIS�e800.23/.8171vrv,w�.euxeb.mm . / %1T31016A10 . ..
I
_ _ .. _ .. . __... —_ _. .._ — _ . 'i
- .... _. ... _ __. �
... . __. . -. -. — —_. .... �IL...._..
. ._ .
• __„ . _ _..
.._ ......,_ - -- �
_: ..�-""�'- --- -- _
_. .
---
_ _ -._-_.
�,, _
_._ _.
;7I _
—�\ ��� � FLOORPLANSKETCH
CGB�tC 'COYNE&COYNE P.C. FII2 NO;: PVT10819 .
PfOpBrtV Add�255'359 STONEHEDGE LANE CdSe Na.: J _ _
F� � CI :MECHANICSBURG StffiE: PA ZI :17055
12'
10'
oi
.--1�. .P.A7I0 � _SHEQ ��: O�
2Q�
�: _ _, __
. .. . . . ..� ��.� .LOSET BA7HI�$ATIH CL05ET�
_ P_a 3, - ,;" 3�
IQTCHEN � � �.
�: � � 9EDN�9M . BEDROQM: :� .
� L.P/ING ROOM.�_ . . . ...
DINING�R�M�. -
4'� ; 12' 4'
3� '3,
' v
26'
I '
I t .
aw.tn w�sw.ia.s s�.1mm�
Commants:
�
—
—_
_
_. __... —_.. .
_ _
. __ _ _
, ,-..�._.,-,�,. .
���
� ,
� ! CIIBFit; COYNE&COYNE P.C. FIIE NO.: PVT10819 '
PfOp@rtY Add�@SS'351 STONEHEDGE LANE C858 NO.: _
Clt:MECHANICSBURG StdC2: PA ZI :17055
� �a,:. r - . .
I e �4�
� �+ _.."�.. i
_� `
� .� .
:e�-
�;��.
'���.OS,7 - ..
- F�4
�^.��.�:
, �� ~
��.".��s. �r . _ � ..
,� '�ri
� �W
Si•
i'��3?� ,AF' _
.�
�
. '��...� � .e' W.`tx� .
— p '
�
4�, +�'l
-,�..; , . a.ak`= . ..
����� „��.
k` .�.
;y��,�,a�; .. , "AT._ju" ..
+sv'vy� ..i^ssy„s,��. �.
..� �&""_. � p,���"�:, g
L� ' e�r`y,.. �, .
�..
M1'
/
.. . - _ �i�J,_e—__
_ _ _ _ ___ _ _
. , '�I�
REV-1510 EX+(08-09) ���
� pennsylvania
DEPARTMENTOFREVENUE SCHEDULE G
� INHERITANCETAXRETURN INTER-VIVOS TRANSFERS 8�
RESIDENTDECEDENT MISC. NON-PROBATE PROPERTY
ESTATE OF Wilson, Lucille N. FILE NUMBER
21 - 13-0169
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 I� ^' TAXABLE VALU�^
�TEM �'I Indude the name of the transteree,their relationship to decedent DATE OF DEATH DECD'S ; EXCLUSION
NUMBER j VALUE OF ASSET INTEREST I(IF APPLICABLE)
� and the date of trensfer. Attach a copy of the deed for real estate. ,
1 � M&T Bank-- IRA (Daughter is Beneficiary) ', s5,162.33 � � 35,162.33
;
i !i ;
I �
�
I
I, I % I
I � ;
! � ' i
II i I�
� � �
! I,
I I � '
�I I i I �
II I � �
I
� � ' i
, ,
� : i I
�
,
, � �
I ', , i
, I ,
II ' I!
,
I
i , I
�I ' II '
Ii II I� �I
�� I I II
I, I, II
, I i '�
I '�
! i , �,
; I il ;I
�, ,
TOTAL(Also enter on line 7, Recapitulation) �I 35,16aa83
_ ,� _. _ „ .. �
..,_ Y,
. .
�,... _-- . �_ �::,. _ �����___... --_–.�
,.:
, ;
_�.��.��_ w�� _. � .._,., _ _: �._ —�,_� _.. ----�
_ _ �-. �..�...�._. _
�, ..�.r f Y � .
� p�_
, M Ra��
. i�i��6.�iii.i - .
�
499 Mitchell Road,Millsboro,DE 19966 Adjustrnent Services
Phone 888-502-4349
F ax (302)934-2955
Mazch 12,2013
Coyne & Coyne, P.C.
Attorneys at law
3901 Market Street �
Camp Hill, PA 17011-4227 .�
, �� �
- � � ti��
Re: Estate of Lucille N.Wilson
Social Securitv:
I?ate of Death: Januarv 31, 2013
Dear Sir or Madam:
Per your inquiry on February 12, 2013,please be advised tha.t at the tune of dea.th,the aliove-named decedent
had on deposit with this bank the following: .
_ � •
1. Type ofAccount CheckingAccount
Aceount Number 90744489
Ownership(Ivames o� Bonnie E. Watkins(P0�4) •
Lucille N. Wilson
Opening Date .. Il/28f1968
Balance on Date ofDeath $1,032.95
Accrued Interest $ .00
------------------------.____------__—__
Total $1,032.95
2. Type ofAccount Individucrl RetirementAccount
AccountNumber � 35004200893839
Ownership(Names o,f} Lucille N. Wilson
Opening Date 10/02/2006
Balance on Date of Death $35,158.29
Accrued Interest $ 4.0'4 �
----------------------------------...------.....------------- ,
Total $35,I62.33
_
__ - - — __ _ _ • ��
__ _ A�ll� __
�
3. Type ofAccount Certificate ofDeposit - �„
' _ "`'«
Account Number 31003915188774
Ownership(Names o� Bonnie E. Wa2kins(POA)
Lucille N. Wilson
Opening Date 10/20/2005
Balance on Date ofDeath $2.7,993.50
Accrued Interest $ .92
_____�_---------___----------------�___
?'otal $27,994.42
For any additional information on the above accounts,including ownership and any changes,closures and/or reimbursement of funds,
please call the West Shore Plaza at 717-731-1730.
� We were unable to locate any safe deposit boa for the above-mentioned decedent
'ILis letter does not include any accounts in which t�e decea.sed may have been listed as Power of Attomey,Custodian of Uniform Tlransters,
Representative Payee,or Trustee under a Written A,gitement "
�
Sincsrely,
h
Valarie Mercer `a
Adjustrnent Services
�
- ��� ;.
_ ._ 1�1�
REV•1611 EX+(10-09)
pennsylvania �H wA^
DEPARTMENT OF REVENUE ��/y�
� INHERITANCE TAX RETURN /�ry���1�+9�/�T7�/C nA�+T�
RESIDENT DECEDENT f�LAYAI�N�71 IV�111YG VW 1 J
FILE NUMBER
ESTATE OF Wilson, Lucille N. 21 - 13 -0169
Decedent's debts must be reported on Schedule I. __
ITEM AMOUNT
NUMBER , DESCRIPTION I
i FUNERAL EXPENSES: � —
�
A. 1 �, Malpezzi Funeral Home , 2,700.00 ' '
,
2 � Obituary � 150.00 ' '
I
'I I�
I
�
�I
� '
�
i,
� I
B. i ADMINISTRATIVE COSTS: �
�. � Personal Representative's Commissions �
� Name of Personal Representative(s) �I
�
�
�
�
�I Street Address I
�, City State Zip
�
i Year(s)Commission Paid
2 ', Attorney's Fees Coyne &Coyne, P.C. -- LISA MARIE COYNE, Esq. �'� 7,500.00
3, ', Family Exemption: (If decedenYs address is not the same as claimanYs,attach explanation)
' ciaimant Bonnie 1Natkins � 3,500.00'
;
i �
� Street Address 351 Stonehedge Lane �I
city Mechanicsburg state PA zip 17055 I
Relationship of Claimant to Decedent Daughter
,
4. ' Probate Fees Cumberland County Register of Wills , 153.50'
I
�
I
I
5. AccountanYs Fees i
'I I
6. Tax Return Preparer's Fees �! 500.00'
7, i Other Administrative Costs
1 '; Postage 55.00' "
�
I
�
;
i
I
TOTAL(Also enter on line 9, Recapitulation) 18,312.50' !
;�_
_ _ _ _ _ �i�.:_
_ r��
Sc�ale H
Funeral E�er�ses 8�
COMMONWEALTH OF PENNSYLVANIA ��M^� ____L_____J
INHERITANCE TAX RETURN �auc�uv�v�AO(�fi0�A�1@U
RESIDENT DECEDENT
FILE NUMBER T
ESTATE OF Wilson, Lucille N. 21 - 13 -0169
2 �!i Filing Fee— Inheritance Tax Retum �I 15.00'
�
3 � Cumberland Law Journal-- Legai Advertisement , 75.00
�
4 Patriot News-- Legal Advertisement � 124.00
il
5 Reserves �, 1,000.00
6 , Missed work for Executrix � 1,750.00I '
�
7 Mileage @$0.55/mile 275.00', '
8 i Toil Calls 10.00'
�
9 I Recording Fee-- Deed � 155.00'
10 � Woof Appraisal Services 350.00',
i
��
II
� �i
� I,
i
�I
�
� �
i�
I
I
i �
�
I �I
i
I
', j
� i
I
,
�i
�
I �
i
�
I
i
i
Page 2 of Schedule H
_ _ _
__
_
_ _ ��
_ _ . � .
.
,
Rev-1512 EX+(12-08) .�',,
� pennsylvania SCHEDULE I
DEPARTMENTOFREVENUE DEBTS OF DECEDENT MORTGAGE Ij
INHERITANCE TAX RETURN �
RESIDENTDECEDENT LIABILITIES 8� LIENS
FILE NUMBER
ESTATE OF Wilson, Lucille N. 21 - 13-0169 �
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expense�.
�
ITEM DESCRIPTION AMOUNT
NUMBER
1 PNC Visa 5� .�0
2 PPL - 13 .DO
3 Comcast 1� .�0
4 PAWC (water company) 8 .DO
5 Verizon 6 .40
6 H&R Block Tax Prep for 2012-- indv. 16 .�0
7 Uncleared Checks 58 .00
�I
I
I
I
I
,
I
�
I
TOTAL(Also enter on Line 10, Recapitulation) �,7�. ,�p
,
_ ��� ,,
_ ��� _
REV-151S EX+(01-10)
�, pennsylvania SCHEDULE J
. DEPARTMENT OF REVENUE
�� INHERITANCETAXRETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Wilson, Lucille N.
21 - 13-0169
RELATIONSHIP TO SHARE OF ESTATE i AMOUNT OF ESTATE
NUMBER ! NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$)
i RECEIVING PROPERTY �o Not ust Trustee(s) _
I. �TAXABLE DISTRIBUTIONS[include outright spousal ��
distributions and transfers
under Sec.�116(a)(1.2)] �
;
1 i Bonnie E. Watkins daughter 100% residue '
�� 593 Geneva Drive#8 , �
i Mechanicsburg PA 17055
�
�
� II
I� ,
I �
i ;
,
,
� j ,
�
;
�
i
,
: I i
i �
,
I
, ,
�
�
Enter doilar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate. ',
II� NON-TAXABLE DISTRIBUTIONS:
A.SPOUSAL DISTRIBUTtONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
i
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
i
TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Oi.{y0
-----
-- —
___ __
_
___ _
_ __ _
. . _
_ _ . _
.�Pw�att°M°`�, .-`:"-'�.�Ym�. -C
_ - ( �."� S,S��y,;�. a
� � * ; � �
7't �r�'�ui' x " s
3
_; ,�` ' :. � r y � k� .� .
^3 LL.
� I
f e � $y �Y,p* ?)
� ,L �: ' - _ > "y't xwcq��+ S-$" Y a��
d ' A, aT. �Y'
� �
.
�
.
. r� _. -.r : .� �: � .
�:. .. � . .. . ,_�� . � . �_. '. W�- s tY_� ��.aY�`.�' 4
�
- r ..
, •. . s ,- �._ ,.
.,. ..-. � .w ... ..�. , . : ._�_— .___—__—__ " ' __ ..
��� �
�.-. , . . . � . .
-,:.:_ :_'.__ '
REGISTER OF WILLS CERTIFICATE OF
CUMBERLAND COUNTY GRANT OF LETTERS
PENNSYLVANIA
�
No. 2013- 00969 PA No. 21- 13- 0�69
Es ta te Of: L UCILLE N W/L SON
(Firsi;Middle,LastJ
La te Of: UPPER ALLEN TOWNSHIP
CUNIBERLAND COUNTY
' Deceased
Social Security No:
WHEREAS, on the 12th day of February 2013 an instrument dated
August 27th 2008 was adm.itted to probate. as the last �vill of
LUCILLE N W/LSON `
(Fr�si,Middle,LasH
Iate of UPPER ALLEN TOWNSH/P, CUMBERLAND County, �
who died on the 31st day of January 2013 and, .
WHEREAS, a true copy of the wi11 as probated is annexed hereto. ,
THEREFORE, I, GLENDA FARNER STRASBAUGH , Register of WiIIs "in an;
for CUMBERLAND County, in the Commonweal th of Pennsylvania, _-�iereby
certi fy tha t I have thi s t�ay grari ted Le t ters TESTAMEMTARY to: 4
BONN/E E WA TK/NS
who has du�y qualified as EXECUTOR(RlX)
and has agreed to admirister the estate according to law, a11 of which
fully appears of re.cord in my offi ce a t CUMBERLAND COUNTY COURT HOUSE,
CARLI�LE, PENNSYL VANIA.
IN TESTIMONY WHEREOF, I have hereunto set .my hand an:d affixed the se 1
of my office on the >2th day of February 2013. �
/`�''� �{ -
;
�` Register
1 S
DepuTy.
**NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
_ ___ r�� _ _
,_..,.._.... _ . . . ,
. . . . � � . . . . . ' . . ., � . . .,p 3_,.
` 1
f (
� � �
I,AS`I' WI�� AND �'�S'�'A�N�
� ��
v � �_ r....
U,.� � 5 G= ' O� �
C.? �� �`
L,_ �7 L..?
� ta_ t�7 C'' [;1
� p .r. . 'r
`'� � `� LL7C�I,,I1E N. WII_,SC�l'�T
� �� �
c,�a �a � � c� I.
_ A� � `�.� wc�
, O ,� J � �
t� w � .
� � �� � �
I, LUCILLE N. WILSON, of the Township of Upper Allen,, Ctimberland County,
Pennsylvania, declaze this to he my Last Will and revoke any Will or Codicil previously made by.�'
me. _
ITEM 1: Upon my demise, I ciir�ct my body be cremated and my ashes be buried '
next to my late husband, William Wilson, in a lot that I own at Woadland Memorial Gardens, `
4$55 Londanderry Road, Harrisburg, Dauphin County, Pennsylvania. I direct#here be no public
viewing.
. �
fl . ITEM 2: � direct that aIl m ust deb#s and funeral e �
y j xpenses be paid as soan as
� pra.ctical after my death.
� � .
3 ITEM 3: I direct that all,taxes that may be assessed in consequence of my death, of
z
� wha.tever nature anci by whatever jurisdictior� imposed, sha11 be paid from my residuary estate as
�
� a part of the expense of the administration of my Estate.
;, �
ITEM 4: I give, devise aud bequeath all the rest, remainder and residue of rny estate '
of every nature and wherever situate, together with aIl insurance thereon, to my daughter,
� ,
Pag� 1 of 7
_ �_��_: __
_ _ _
A
.. �-�_..___
I ) i
1
BONNIE E. WATI�INS of 593 Geneva Drive, No. 8, Mechanicsburg, PA 17055,provided she '
survives my death by thirty (30) days.
ITEM 5: Shauld my daughter, BONNIE E. WATKINS, predecease me or fail to
survive my death by thirty (30) days, I give, devise and bequeath all the rest, =esidue and '
remainder af my estate, wherever situate, tagether with, insurance thereon, t� my son-in-law, '
THOMAS WATKINS of 593 Geneva Drive,#8,Mechanicsburg, Pennsylvania.
ITEM 5: My Executrix or her successors shall have the following powers in
addition to those given by law to be ex�rcise�. by her in her absolute discretion, which powers
shall be applicable to a1i praperty held by her, effective without the order of any c�urt and until� , .
the actual distribution af all such property: � .
a. To re#ain any inves#ments at discretion including stock of any corpora#e fiduciary
hereu.nder or of a holding company contr�lling it; '
b. To invest and reinvest in t�e executrix's discretion as peimitted under Act 28 of'
1999, as amer�ded, the "Prudent Investor Act," with the.sp.ecific righ# t4 invest in stocks, bonds ' '
J
p and real esta.te, including non-income producing residential real estate for the occupancy of any
va
� � presen# income beneficiary or beneficiaries, and in such diversified, proprietary money market '
z
_ � and mutuai funds, inclnding such mutual funds of any corporate fiduciary hereunder or those of'
..a ,
..
aany successor or affiliated corporation or a holding company controllin.g it, as my executrix
d.eems appropria#e;
c. To-sell, to grant options for the sale of, or otherwise convert any real or personal,
property or interest therein, at public or private sale, for such pxices, at such time, in such manner
- Page 2 of 7
,
--
__ _
_ _
_ _
- -
r..�,,,,,...., �—�-i-.. � ,..,� ......-,- �-:�*,. ..�..�.», u-�..--*°-�.�---"'"?`am �.*+^z..... -,n-rh-,.- __ _ ..._
_ " _ t.�.. _. . _ '�' ' _`^'_ _' "" . _'�' �--•-,-•�-q
I
and upon such terms as they may think proper, and to execute and deliver good and sufficient ''
conveyances, assignmeuts and transfers the7eof without liability of any purchaser ta see ta the I�
application of the purchase money; ,�
�
d. To borrow maney and to secure the repayment thereof by mortgage of real or �
personal property, piedge of investrnents or otherwise, without liability on the part of the Ienders ,'',{
�
to see#o the application thereof; �
�
e. To com romise claims b or a f
P y gainst my estate or any trust oreated hereunder; ' ,;
f. To allocate and distribnte different kinds or disproportionate shares of property or" �i
undivided interests in property among benefi�iaries or tn.asfis, in cash or in kind, or partly in each; '
g. To register investments in the name of a nominee or to hold the same u�registered �
A
ir�such iorm that.ihey will gass by delivery; '
h. To j oin in any recapitalization, merger, reorganization or voting tr�st plan �
affecting invest�nents; to deposi# securities under agreement; to subscribe for stock and bond !
� privileges; and generally ta exercise all rights of security holders;
3 �O i. To manage, operate, regair, alter or irnprove real estate or other ro e , and to
� P P rtY
a
�3 'lease real estate and other property upon such terms and far such period as my executrix deems
z ,
� „�.,� ;advisable even for more than five (5)yeazs and beyond the duration af any trust;
a
�
� a j. To deduct admirustration expenses upon either �he federal estate tax return or
fiduciary income tax r�turn with or without adjustment as between principal and income, as �y
corporate or disinterested executrix shall determine;
�
,
�I
Page 3 of 7
_ _ � 4
: .. _ _ _ _. _.
u' i
;'ii
,
i
k. To associate with them in the absence of a carporate fiduciary, an accountant, I j
!'
custodian and investment advisor, and other agents and to compensate them from principal or j'
,
'income or both, as my executrix shall determine, such compensation to be a reducti.on of the i
;
�
!compen�ation of my executrix; '�,
i
,
' I. To associate with her at any time, in her absolute diseretion and of her choice, a '
� ,
� �
corporate fiduciary which shall have the same powers as my executrix, such designation by my '
executrix and acceptance by a corporate fiduciary to be in writing;
� m. To combine, without prior court approval, any #rust herein with any other trust , I
� with substantially similaz provisians, although such ather trust may have been created by ' ', .
,
;
; separate instruments a�d by different persons, and, if necessary to protect different fui�re
�
I interests, to value the assets a# the time of such cambination and to record the proportionate ' '
� interest af ea�h separate tn:st in the combined fund; provided howev$r, that no such combina�a�on i '
� shail be permitted if the efFect of such combination would be (1) to violate the applicable rule ' '
, ' j against perpetuities; (2) to disqualify any interest in one or more of such trusts for a deduction ' '.
I � �
� rp far federal estate tax purposes which would otherwise be allowable; or {3) to cause the loss of '.
'� � '
3. I the exempt sfiatus of one or mare of su+ch trus#s from the imposition of the generation-skipping ' ;
z � .
� a �x;
�
�
�� i n. To exercise any stock optians which they may receive;to borrow such funds from '
any source as my executrix may deem necessary for the exexcise of such options; and to pledge ',
assets as my executrix deems apprapriate for this purpose;
�
- Page4of7 .
� �
,
_
iI
_
_ _
_ _ _ ,
_ _ .__
_ ___ __ ���
.� , . .. ,_ . _
. I
,
;
o. 1Vo trustee sha:ll be required to qualify befoze, be appointed by, or, in tlie absence ''�
,
of a breach�of trust, account to any court (and failure to accaunt alone shall not be considered ' '
such a breach); nor shall trustee be zequired to obtain the order or approval of any court in the ' ' ,
exercise of any power or decision granted hereunder;
p. To allocate auy generation-skipping #ransfer tax exemptian from the federal ' '
generation-skipping transfer tax to any groperty to whi�h I am deemed the transferor us�der the I
provisions of 5ection 25�2(a) of the Internal Revenue Code of 198b anc3 its successors, including '
any praperty transfened undez my tivill and any property not in my probate estate and any ' `
�
property transferred by me during life as to which no allocation was made prior to my death, ta ''
the extent necessary to cause the inclusion ratios applica�le to such transfers to be zero;
q. To disclai�n any interest in property without court approval; and
r. To do alI other acts and things necessary or appropriate in the management, '
� administration and distribution of my est�te ar trust.
..
,
¢ ,
iT'EM 7: In the event any legatee or devisee named in this will dies �nt�er such
�
� ' ' y g
�
� p circumstances at there is not suf�ic�ent evidence to detemune absolute� whether such le atee i
� �3 or devisee survived me, I direct such legatee or devisee shall be presumed ta have predeceased '�
� !
� a me ancl d�vise anci bequeath the gift in favor of tha# legatee or devisee to such persons and in '�I
a �
� �� i
such manner and in such proportians as set forth in this wili for ciistributian if the legatee or '
devisee predeceased me.
ITEM 8: Until distributed, no gift or beneficial interest shall be subject to ;,
. .
anticipation or voluntary or involuntary alienation.
. ,
Page 5 of'7 ,
_ _ _ �
___ _
_ _ � _
- -- - -_
_ _ � d ;,
, . _ _ __ , . _. . ..�.._ .. .. ... ___..,. ....� ., ._ �..._
i
�w,� °�
ITEM 9: I appoint my daughter, BONNIE E. WATKINS, Executrix of this, my
Last Wi11. In the event my dauglfter, BONNIE E. WATKINS,predeceases me, fails to qualify or
ceases to act as Executrix, I a�goint my sa�-ixi-law, THOMAS WATI�NS alternate Executor of !'
this my Last VJill. � ' '
� ITEM 10: I direct that my personal representative, or her snccessor, shall not be
�
required to give bond for the faithful perfonna.nce of their d�ties in any}urisdiction. }
f
Il�t WITN�SS W�iEREOF, I have hereunto set �y hand and seal to this, my Last �ViI� j
1
�� �y �
_ and Testament,this � ` day of ,2008. \
,
� ` � '� -y� r
,
- LUCILLE N. WILSON �
4 1
. , '� �,����.',,�,..
Signed, sealed, gublished and declared by the above-named Testatrix as and for her Last
Will and Testament in our presence, who, at her request, in her presence and in the presence af
each ather,have hereunto subscribed our names as attesting wixnesses.
��
��-� � ��.� residing at /v w .,�:..t` ,e � v f
��� �� residing at � � f�r7/.}
� � '','
r ,:
�
�
Page 6 of 7 �
_ _ ___ _ - -- --- -
- —
_ _
-
-- -
_m..___�_,� _.�..._a.._�._��..Y.___�,�._.�.___�__.�__._ �_.�._._____.�_ .,,._,._.____�.,..,._v.___.__�._.r.�._,�� .
,, . � �
T . _ ___... ---- --� __ . _._�.._.___ .__�- —�-�__ ___ '
__--.. ___.__..____
;
COMMONWEALTH OF PENNSYL'VANIA � )
)ss:
� COUNTY OF CUMBERLAND , }
We, LUCLLLE N. WILSON, �''�� �- ��• ���z M 2,L and
etD�� � , °�p,�?�.�� ; the Testatrix and the witnesses respectively, whose names
are signe3 to the attached or foregoing irzstrument, being first duly sworn, do hereby declare to
the undersigned aut3�ority that the Testatrix signesi and executed the instrument as her Last 4�ill
and �hat she had signed willingly, ax�d that she executed it as her free and voluntaxy act for the
purpose therein expressed, and that each of the witnesses, in the pres�nce �d hearing of t�ae "
Testatrzx, signed the will as vvitness and that to the best of his ar her knovvledge, the Testatrix.
�uas at the time eighteen (1 S) years of older, of sound mind �nd under no constraant or un�ue
,
influenc�.
' J
�I �_� ""'r'/L./
LUCILLE N. WIZ,SON
� � ��
witness
� ,,,��. ��- �
- Witness �
Subscribed, sworn anc� acknowledged before me �-��- /� �� ��1�-�
by LUCILLE N. WILSON, the Testatrix, ax�d suhscribed and sworn to before rne by
.�,n..` (t-f, �v� l'�t� and �o �„� U. '� .��.. , the
witnesses, this ��ld`' day of ���c �a �" , 2008.
�
otary Public AL}
� L ttl OF 1f�11N��Y1fiNiA
Page 7 of 7 No3�►�1sA�S��t
lifni►tt f.Csyna.t�o.ttry i+ublic
----- � ------ -- ��Ta�.rntlfie:�tNnbOltilRd�OY11ty