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HomeMy WebLinkAbout06-14-13 (2) � �/ �is/��y �5D56101�3 ��i Y"'�a7 V V pCt4zlt� ,'��i O�Fl�IAL�USE pNkY � PA Oeparlment W Reuenu� penr�lvania cc�puv aas e,� Fa++,.�a.r . 8�u'eau:of fntlF+itluai Taxes R^�"" a+�� . naeax.29oeoi INH�RfiFANCETA7CRETURN 22 22 It191 Nar�aaw�,PA ari2s�a5oa itE3@ENTpEGEDkFI# EM7ER p�CEOENT INFORMATION FlE4EiW 6odsl��SewrityNumtier Date��otbeath Daze��ot8irth�. . � �� os �.� aoi� oa az �.s�s ih�etlanYs�:Last M1�arne Suffiz Deced8lrt's Fhst Natop MI, 1+�OR�AN $ER�TICE Ix (It Appticabte)Entea SurvW�ng S�w�'c Intwmation�:�atow Spuuse'eiastName $utfnc Spouse'sFlrglhlame Mf- 'Spouse'a 8odal Sdr.w�.�NUmber 7HIS RETURN MUST BE FILED IN OUPLICATE WtTH 7'HE REG[S`fEFX OF Wf[.�.S FvII.�L IN APRRpPEltJe?E OVALS$ELOW �^_J�. . t. CMpintl�A9Wm � � .. . . n Z 5upptameHfelRWUm � �, R�pnrF9cReturttNaleofDaetA prl0t:f0 A��73•!2}�. [.� A IM1deil�E�i10'. , �� +t�.���lett2-42'.E� �,_t 4 F9d0[��tlt9C9TiiCR4Ya»Rlqt�YCt3 � � t�Geb!`W!� � 7. fAM �w�+uW�t�!Y'�M� .—_a._.. & TdeI.NUYnbarol�SdfeOBpes&�BOr�a � i; tiGpbNORProoled3it9Ceirud' � t0.�y�,�.7i'�k�� S,..l 3f.(AMAC115dMdt�eltN%'��,$l�G.9it$��� CORRESP4NDENT.'MM&SE6ZWN M11878���CORIP[E�ED..ALL CORRH3hONDENCE.AMD CO/N�7UlIifUL T11%�.MPORMIITpN SNOULQ.BE dR8¢TEb tq:.. ��� � � Dayttrm�Teitpho��NUmber . . LItxDA J OL�EI�T �S� 7I:? 590 433Z REOFS'(ER�OF WtClS.U3@�Y RECOR17EL70FFICEOP Flrst 4.ina bt Add�ass REGISTEROF WQ.LS 200o s�zrzc�s�ro� �z� s 2013 J�CJ��TE 14 Se;,6m!Una�of�Address C,S.,ERKOFOf2Pt-L4N5'COURT StT:CTE 20� ;UMBF1tI.A1`1�COUNIY Gttyc�Past tlttlee Stata ZtP Gcde � DA'[E Fi�ED � HARFtI38URG PA 1'711t1 cwisspaweM sa��i Wdress: lotsen�haZenatdertaw.caAt ��e�ee W1 I y Ilava�. IMe�. ��sr��ffiMpmnh. p�p�e4aNW kMnVM�dgsrvlbetltk i119�.Wi ppnq��rt�l��leld,�d�tl��e���itl��Mbasedo�aNk�tWn�whkhF^�Pa�+�u+Yk�IIs� 7E � $�,@�p�o��� or,�l�a,� s �nue a ��oi� � �� R ��� �� � lindai J.Olsen,�aq. � i.� /„� 2000 Ungiestpwo Rd. ,iiacrie6ur�,FA 17140 Side t �, 15CI5610�r43 ��q563t1�43 � � 1505610243 REV-1500 EX � Decedent's Social Security Number o�"a^''°"°�^° Morgan, Bernice L RECAPITULATION 1. Real Estate(ScheduleA)....................................................................................... 1. 22 , 000 . 00 2. Stocks and 8onds(Schedule B)............................................................................. 2. 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)......... 3. 4. Mortgages&Notes Receivable(Schedule D)........................................................ 4. 5. Cash, Bank Deposds 8 Miscellaneous Personal Property(Schedule E)............... 5. 69� 150 . 84 6. Jointly Owned Property(Schedule F) ❑ Separete Billing Requested............ 6. 7. Inter-Vivos Transiers&Miscellaneous f�oq-Probate Proparty (SChedule G) U Separete Bitling Requested............ 7. 8. Total Gross Assels(total Lines 1 through 7)........................................................ 8. 91� 150 . 84 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 13 � 85 0 . 58 t0. Debts of Decedent,Mortgage Liabilkies and Liens(Schedule I)............................ 10. 3�2 63 . 92 11. Total Deductions(total Lines 9 and 10)................................................................ 11. 17 , 114 . 5 0 12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 74 � 03 6. 34 73. Charitable and GovemmeMal Bequests/Sec 9113 Trusts for which an election to tax has not been ma0e(Schedule J)............................................... 13. 14. Net Value Subjeetto Tax(Line 12 minus Li�e 13)............................................... �4. 74 , 036. 34 TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 Wxable at the spousal Wx rete,or transfers under Sec.9116 (a)(1.2)X.00 15. � . 00 16. Amount of Line 14 taxable at�inea�rate x .oa5 74�036. 34 �6. 3�331 . 64 17. Amount of Line 14 tauable at sibling rate X.12 0 . 00 17. 0 . 00 18. Amount of Line 14 taxabk . at collateral rate X.15 0 . 0 0 18. 0 . 0 0 19. TAX DUE................................................................................................................ i9. 3,331 . 64 20. PILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. � Side 2 � L 1505610243 1505610243 �„I REV-t50Q EX Page 3 Fite Number 21-'l2-i49'1 DecedenYs Compiete Address: DECEDEN7'S NAME � Morgan, Bernice L STftEETADORESS ��i � 'i � � . 801 No. Hanover St CITY ---i-- -- � � STATE ZIP �--- CaHisle PA 17013 Tax Payments and Credits: i. Tax Due{Page 2,tine t9) {t} 3,331.64 2. Credits/Payments A. Prior Payments 3,000.00 6. Discount 157.89 i Total Credits{A +g) (2) 3,i 57.85 3. Interest (3} 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is khe OVERPAYMEN7. (q) Cheek box on Page 2,i.lne 20 to request a retund —"— -`" 5. if Ci�e i +(,Me 3 is greater than i.ine 2,enter tbe d"Aferenrs. This is ths TAX DUE. (5) i 73.75 Make Gheck Pa able to: REGi3TER OP WIL�S AGEAIT. PLEASE ANSWER THE FOLL4WING QUESTiONS BY FLACING AN"X"iN TNE APPRQPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income oC the property transferced:............................................................................... x b. retain the right to desgnate wfio shali use#he praperty transferred or its income:_......__..........._..__... z - c. retain a reveraionary iMerest;or......................................................................................._.......,.............. ■ d. receive the promise for life of either payments,benefits or care?............................................................ x 2. If death oxurted aRer Dec. 12, 7982, did dacedent transfer property withi� one year of death without recervr�adequsteconsideration?................................................._........._...._........._..................----........_..... ❑ � 3. Did decedent own an"in trust fo�' or payable upon death bank account or sewrity at his or her death7._.... � � b. Did decedant am an individual retirement account,annuity,or other non-prohete properky which !�1 r� containsabenefiaarydesignado�7___........_...__................�--........._._................_...................................,....... t_i ;J � IF TFIE AttSWER TO ANY OF TME ABOVE pUES710HS tS YES,YOU Mit37 COMPLETE SGNE6ULE G AND FII.E IT AS PART OP THE RETi1RN. For dates ot deattf on or aftar Jury t,1994 and before Ja�.t,1995,the tvc rate imposed on the net vaiue of transfers to or for the use of the surviving svouse�s s�er��t gz P.s.y���s ta>{a.ay{ry�. Fm dates of tleath on or aRer January 1, 7995,the tax raM imposed on tFre net value of transfers ko or tor the use of the surviving spouse is 0 percent [72 P.S.§9114(a)(1.1)(ii)J. The sfatute does noR exempt a transfer to a$urvrving spouse hom tax,and the statutory requirements for disGosure of a538tS 8nd filhlg a tsx ietum 8re slill applica6le ev8n if the surviving speU88 is the onfy Cenefici8ry. For dates of Ceath orr or aftar Juty t,2Wq: • The tax rote imposed on the�ret value of trensfere from a deceased chiM 21 ye8rs af age or younger al death to or fpr the use af a natural parent,an adaptive pare�t.or a stepparent of the child is 0 percent(72 P.S.§9116(a)(7.2)1. . The tau rate attposed on tlte nat vdkte of trattsier5 ta or#a#he use of the decedenfs lineai benefiaaries is<.5 percent,except as noted'at (72 P.S.§91 i6(a}{t}j. . � . The tax rate imposed on dre net value of trensl'nrs to or for the use of the decedent's siblings is 12 pereenk(72 P.S.§9116(a)(1.31. A sibling is deHned under Sedion 9102,as an intlividual who has at least one parent in common with the tlecedent,wM1ether by b�or adoption. Nev�760t EXa�q7.70) SCHEDULE A �'����Y�V���� l2EA� ESTATE OECAR7MENTOFREVENUE INHERITANCE TA%RETURN ' RESIOENT�ECEOENT ESTATE OF FILE NUMBER Morgan, Bernice L 21-12-1091 ANreatpropaRyaWnWaqe�ypa4a�iemntincwmwnmuttWrapwtbait#frmark�tVtlue.FairmarkMVelueiaEehnWaSihepriceslwindiprapPrtywaulEbe etcharq0tl befween a willinq buyor em18 willinp sallx,�Oiiher Oei�p mmpplbd b buy M sell,bWh h9vilp reasonaDlb kr�bMedge o/Ure relevant fada. Ra�l poperry tl�el ls�ointlyavmed wIN rlyht af wrvlvorship must be dbclassd on schetlule F. AH�ch a copy ot tlro aNHartNnt sheet t(Hre proparty h4 bsen aoid MGUEe a eopy M Nro Estltl shOwi�g GAtnYNnYc inlerebt N owned a:MNM in coMnqn. ITEM VALUE A7 DATE NUMBER DESCRlPTION OF DERTH 1 Real Estate-Iot at 44 Sait Rpad,East Pennsboro-appraisai attached 22,000.00 i TOTAL i+4tsa eMer an E.3na i.RecapiWlatlon} 22.000.00 (rc mora spece is nceae6�aaaloona�pages a me sa�me size) CopyrlgM(e)2010 fortn sollware onty 1'he Ladcner Group,Ina. Form PA-1500 Scheduk A(Rev.Ot-10) Rev-15pB EX��H-00� SCHEDULE E pennsylvania CASH, BANK DEPOSITS, & MISC. DEP,ARTMENTOFREVENVE INHERITANCETA%RETURN PERSONAL PROPERTY • RESIDENT OECEDENT ESTATE OF FILE NUMBER Morgan Bemice L 21 12 1081 4iclutle Me proceeGS W litigatian arW iha Eate t�e proceeds were receivetl by the eatele. All propsrtyjolMly.owneE with Ihs NgM at survWOnhip muat be tlisclosetl on schadWe F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Refund-premium from Highmark Ins. 489.07 2 PNC Cking Acct.#5140113659 3,877.33 3 PNC MM Acct 5112904496 64,184.44 4 Friedens CemeMry, Hegins, PA-2 cemetery lots 600.00 TOTAL(Also enter on Line 5,RecapiWlation) 69,750.84 (If mae space is needetl.aOditional Pa9ea W the same size) CopyrigM(c)2010 fortn soflware ony The Ladcner Group,Inc. Fortn PA-1500 Schedule E(Rev. 11-10) _ REV.1511 EX+�70-09) pennsylvania SCHEDULE H DEPARlMENTOFREVENUE FUNERAL EXPENSES AND INyER1T/WCETAXRETURN ADMINISTRATIVE COSTS RESIOENT OECEOENT ESTATE OF FILE NUMBER Morgan Bernice L 21 12 1097 DecedenYs debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT A. FUNERAL EXPENSES: See continuation schedule(s)attached 8,664.98 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commiuions Name of Personal Representative(s) Street Address �m' State Zio Year(s)Commission Paid 2. ANomev's Fees Hazen Elder Law 4,200.00 3. Family Exemption: (If decedent's address is not the same as claimanPs,attach explanation) Claimant Street Address Cn`/ State Zio Relationshio of Claimant to Decedent 4. Probate Fees R9918YCf Of WIIIS pg�,5p 5. AccountanPs Fees 6. Tax Retum PrepareYs Fees 7. Other Administrative Costs 724.10 See continuatlon schedule�s)attached TOTAL(Also enter on line 8, RecapiWlatio�) 13,850.58 Copyright(c)2009 form software onty The Ladcner Group,Inc. Fomi PA-1500 Schedule H(Rev. 10-09) SCHEDULE H FUNEftA� EXPENSES AND ADMtNtSTRATIVE COSTS continued ESTATE QF FILE NUMBER Morgan,8ernice L 21-12-7091 iTEM NtlneBER DESGRiPTiON AMOUN7 Funera!Exoenses 1 E�ola Emmanual United Methodist Women-food provided after funerei 300.00 2 Evans Memorials-Tower City-headstone engreving 85.40 3 Funeral-Richardsan's Funeral Home 8,279.98 H-a s,ssa.ss Other Adminfstrative Costs 4 Centrat Penn Appraisais-appraisal fee 275.80 5 Friedens Cemetery,Hegins,PA-2 eemetery lote--deed transfer tees 204.44 6 Space MaR SelfStorege- -fees for storage of tangible personal properiy until out of state 249.10 beneficiary wn go through everythirrg, H-B7 72a.10 � Copyright(c)2W2 form soHware only The Laekner Group.Ina Forrn pA-1506 Schedule H(Rev.6-98} Rev.151]E%��12fi8) SCHEDULE 1 pennsylvania CiEBTS OF dECEDENT, DEPARTAENT OF REVENUE INHERITANCETAXftETURN MORTGAGE LIABILITIES AND LIENS • RESIDENT DECEbENT ESTATE QF FILE NUMBEit Margan, Bernice L 21-12-1491 nwon aw.iM��r.a by aa ao.dem nr�o.ro w.m mn r�wnea�oP+ia n ene ah a a.,m,i��a�w w�rMmw�..a�,.aioa e:c�..s. ITEM VAIllE AT DATE NUMBER DESCRtPTiON OF DEATH 1 Church of God home-residence fee 3,117.82 2 pA Deparqnent uf Revenue-2012 persanal incame Wx 3.00 3 Space Mart SeifStorage- -storage of personai i#ems 143.1 d i 7QTAL{A#so enter on Line 14,Recapitula#on} 3,263.42 (n more apace b neeAerJ,aEdPoOnai papes m the same size) Copyright(c)2q08 fortn snRware only The Ladcner Group, Inc. � Fortn PA-1500 Scheduk 1(Rev. 12-08) .�.�� REV�751]EX��Ot-10) pennsylvania S�HEDULE J OEPARTMEFIF QF REVENUE INNERITANCE TAX RETURN BENEFIC IARI ES RESIdENT DECEDENT ESTATE t7F FIt�E NUMBBR Mor an, Bernice L 21-12-1097 REI.ATIONSHIP TO NAME AND ApQRESS Of SHARE OF ESTATE MOUNT OF ESTATE NUMBER pERS4NtS}RECEIVING PRQPERTY DECEDENT {yy��s) {$$$} i TAXABLE DISTRiBUTiONS (inciude ouVight spousaf distnbutions,and transfers under Sec.9116 a 12 Staven P.Morgan Ghiid Qne-hat(of the 203 East Walnut St. Residue Camp Hill, PA 17011 Cyntlsia!N Stuart Ghild One-tratF ef the 423 Tulane Drive SE Residue Albuquerque, NM 87706 Total ErNer dotter aawunts for disf�wtia�shown above ai lines 15 tlr Ir 18 rnf Rev 95�co+rer shaet as ' te. NON-7AXABLE DiSTRIBUTlQNS: II. q.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN EIECTION TO TAX IS NOT TAKEN . 8.CHARITABIE AND GOVERNMEN7AL p�STRiBUTfONS , TOTA4.OF PART 11-ENTER TOTAL N4N-TAXABLE DISTftIBUTIONS ON LINE 73 QF REV-1500 COVER SHEE Copyright(c)2p1q fortn solYware only 7he ladu�er Group,Ina Fortn PA-0S00 Schedule J(Rev.Ot-10) — _ Oct. 25, 2012 3, O�PM PNC Bank No, 0019 P. 1 ���.� ����� October 25, 2012 Corinne Eggcrs Woodlwuse Aazen Bldcx Law 2000 Linglestown TLd Ste 202 Hazxisburg,PA t7110 RE: Bernice L Morgan SSN: bOD: 09-19-2012 Dea�r Ms. Woodhouse: In response to ybur request for Date of Doath(DOD)balances for the customer noted above, our records show the follo'cving: Checking A,ccount Account#5140113659 Established: 02-01-1970 BERNICE L MORGAN DOD balance: $ 3,87733 + 0.00 accrucd interest Tnterest paid O1-01-2012 tkuu 09-19-2012$ 0.22 1'TD Savings Aceount Accownt#5112904496 Established: O1-21-2011 BE1tNICE L MORGAN DOD balance: � 6a,184.44+0.00 acerued interest Tnterest paid OI-01-2012 thru 09-19-2012 S 90.64 YTD Please note tbat t4is office provides date of death balanees£or deposit accoums(TYtAs,CDs,Chxlcing and Savings). 'We do not procese any 5uaocixl transactions or provide statemeub. If you neod assistaace with anq of diese items,please cell i-888-PNGBANK(1-888-762-2265)or stop by your local PNC Bank branch office. Sincerely, National Financial Services Center PNC Bank,N.A. Member PDIC Page 1 of 2 , � FRIEDENS UNION CEMETERY ASSOCIATION FRIEDENS LUTHERAN and FRIEDENS UNITED CHURCH OF CHRIST December 18, 2012 Hazen Elder Law 2000 Linglestown Road Harrisburg, Pa. 17110 Attn: Corinne Eggers Woodhouse Dear Mrs. Woodhouse: Reference is made to your correspondence of;December 3, 2012 with respect to the Estate of Bernice L. Morgan and the value of the Cemetery Lot at the above Cemetery. The value of the stated Cemetery Plots(4) when purchased in 1971 was $100.00 to Church members. Having used two of the four plots the current vatue of the remaining two would be Six Hundred Dollars ($600.00) for a Church member. I hope the above information is sufficient for your handling the matter of the Estate of Bernice L. Morgan and her family. If I can be of fiuther assistance in this matter,please call. 5���✓ Kennatti W. Graham—Secretary. Ceno-alPempppraisais,l�.pt7�737-a6p0 MalnFileNO SA4ROLOT#14 Paaeki� LAND APPRAISAI. HEPORT FI'RNO. SALTROl.QTMtA ..` Ba+Owa NtA _�� CanSUSiracI0102.01 MaDflelereqte 0844.0854495 h� PropGly AON45S 14 Salt Rtl ^_,., � Cily Erqla CWnry Cum6edantl � Sia�c PA ZqCa�e 1TQ25 � Lapk De6Cnptbti tl08d b0ok 0�22k oaqe OOfi05 . Sak PACB x Na Oa�e U�Ssk Na !oan idm Na yrs. Piapetty Ftipt65 ApyrdiseQ �ke tea5ei+� �De�5 fKlD ' . AtOwl Aea�EN�e iuc5 E 26622 br) Loan charges to be paiA by selkr S Na Olhu 52hs cnncesslons Na ;:t•. ��1C�a4 Privale AOtlress 'y�� Uc N/A � I58f R rt K Ban2hoff itlsinxda5 h1 aisx Estimeta F8'x Market Vaiue i� ��Ed� ❑UNan SuduNan Fural Gootl Avp. Fair Paor .:�: Bui9Up �G.�75% [(25%707$% QUtder25% fmpioym¢ItlSteWtlN I I � Il ?'i GoMh flaPo ❑WRy Oev. ❑ flapid �Steetly ❑ Slaw Cwirerierce lo tnefA �,`��. Aropdry YBNres ❑incregsirp �Stabk [J Oeciimnq Convaience ta Sla i .,-. �WPN ❑SIKKla9e ��82�aiS¢ Q Qvd's�ON Gaw&lienCe�SC�oM o Ma�lmtliq TNre ❑ Undef 3 Mos. �4-6 Mos. � Over 6 Mos. A x W PuWic Tran tlon .. thesai 68%Ono�Urit b %2-4UMt 5 %Apts. 5 %Cando 50 %Cmrvnercial flecrcatlonalFadF1185 .� 4anGUse �yp�� �5%4acaM % NlNilqes cnsn�e m rresem �xmiu�ey O u�ey lal ❑ rauny t�ace��� c aeuw � �� {*)hmn 7o PMeCtlwi han OelAmeMai Ca�Bans S rreooMnad oaw�ancr �owner ❑Te�,aM `s x vacara vake ana rire aa�, ;; 0.ro-UMf PriCe Harye S 65 Itl 3 350 PreAominem Velue S i 50 Genenl rance M Pro roes �y One-UIYtA9bflNq@ 0 ymS-CO� y(6. Pfed�Nrentt�e 46 yfS. �toMBrkei �n�� Cannienls IndWinp tlqae ixPors,lavaabk ar udavaraWe,a1lecYng rcarkekdGry Se.q,puMic pazkt ut�oois,New,naise} 7inre e e ra apoarer�ad�easemere. `� enc�oechmeMS or other etivers condttb�on this sde. ;'`�. �NNneiWIXS SOz150 = 7.5W COmeLOi '.:; wnrq cassnkation n resae„twi —_ wesa��a*a,cawns �aa O oo rrm cmnam a Z«aiyn�rons ��?'� iGqhest aiO Best Use � PresaA Use ❑OIM(sPecih') __. f'�Z 06�a Nesc�e} OR SI7E p,VROVEMEN(5 TMro Ievei „ ti� �- � sreancsess �wbNc ❑eiiva� sue cneuiertnen a+ "' Bas Q Sudace as hatt SABpe reaa ular .: Wdkr � bhNKen3�ce AuhYt CJ flivak Yew ave a �;^3 San.Sawe � ❑StOim Sewer ❑CurNGNler �t91NgE awe �' ❑ IXtlerprwntl 8ec1.3 Td. Sidewak �Streel Liarts Is Ihe properly Wcated in a FEMA Special FlooA Nazard Nea? ❑Ya �No :,; CCmmA1p5{taYOfab18 a W/aYaadB kldMJkip 8t1Y 2DW(IXA 71Iatl5e c28P�idRS��,dr0�'kr dEt'p58 coM�li6f Wdh the Cun4M s9tbaCks K is oossibb �� �q bWM a Frome TM Easl Pemsbpro TovmsNO zonina oflicer JaM Owen kWictgd that a variarce mav be coulWe for the setbaUC reauMemOrOs . . so a 7a�nerlootv�W a home couW 6e bu�t. �; �', 71ie udasiqned has ratlm Ihe IoWrxNq mcdA ulas ol prap&tles mosl simler and Drodmate to su6ject antl les caNdered tlese in tln merY.et anaNsis.Ths descriPtlan ��. �a GoRa atl�usinad telkpNq mmtxt reactlon W ttpsa rie�ns at sq�itkmi miepon belwea+th6 sub�ect aM ca'nPande AWeNes.N a 519iificaN Ibn in rie "� �T�7Db M�Y h aupdia� w more f�rda6k dun tle sU6Kq PopeM, a mims {-1 aCl'�s��x Is mzde, U4s reduci+q!ie Mtlkatetl r�e ok wbjecC d a .N; s(prtfie�rt Ikm in rie cortparabk k hGazior q a kss lavaraEie 1Aan iha su6jaei OM�Y,m M�s i+j a0'juSqreM is mede dus incrtasNq Ne hqkaKA vaWe W Ihe su6ject IfFM SU&1EGT PRq�ENtt COFNARABLE NQ.3 {pµuAR081,E N0.Z tXM�fHABi.E tH}.3 �' M1MNeSS i4 3ek RE 7 Satl RO 87 7 6osler Ave 117 E Factory 5[ � Enda PA 17025 Enoia PA T/025 Lem PA 7)043 nks PA 170 m i o.07 muas sw os maes se 6.C76 mibs SW .- 3akbRiCe % � .. ry , °'�.��r'^„L 26000 ;rc"�t` �a,,.;;15 20 "�:S 30000 ,s_ P+Mk .R S < �'�5 3.9 '%t 3.82=�' -�.S 4.59 � D�h SauCe S Fettaz reeortls m miaetax remNs tiEM pEfiCflIPTqN DESCHNTION +- Rd�st DESCflIPTqN +- S AO sl OESCflIpfpN +- S 'st �� � OMadSdklTime . a 3t 17 7Y2 it 1 10 � LuCiNpi a e aver e ave awer 7 600 7 740 5 6 34 SQ 60 feet -5 35 feet + 500 SA feet froM e -2 200 ra -5 000 E lex mru �000 ;d e$ Sak6arflluncllq n/a j�`�. Caicassida �", Nel ' + - S �5 + ' S 3 5a0 + - S B 2 � � MkatEriMw NG-d9,2 %�. Ndl 11.6 +Y�s ;.°Net�g1.3-�%��. . � a = . ? ,� ,= �s M�4� x.S z�oon ,; -fit � �s aa soo ` � �� ��S z.,�_eoo � i`, CamMS an Whd U�ta PII Urae saks ere amad Mln bts in simikr sattkns as ihe su6iect n aoem ComGaraaie rpxntrer o�»tms rec<M�Y hed e "�;;:= home constructeti To find simiWr{ots i[was necessarv W use pMa saleg `� Camnenl5 aM Cadwms M App�aisal This anAraisal is coMkqent uuan a hana bei�g able to M constructed 1fi � H�aiP�ecanc�80a es s�easonaGiemarkel' riaftortheSW'eCt of emonths. Markal .� rellec[s p� mo ." �twpgnwre v o�nc nsrruaF �orosno�z Tosfx zzaoo � AppYaiser rtK.eanbwR __. _ 5uperrisa7Mp'+�sS�sAM��67 � OakM51 R�oii 1 f2 ��' � D�EdSignaMe _ � ,_.._._"___..— � '���° Sd1eCeNIN�tlont RtA01231L Si PA Sh0eGa6NGa6anM �T OrSqblice�e,F ST tlrStlbLkerseA^ Si _ � F�Irrim(qmeaf�ueCa9lk,atlmartkense 0&36f20�3 E�+atlnnDa�dSt�o-CeRMkacMimlitmse ir.: Oiied Yon i a01e 10/062012 Oid UidNOt Da�9oi � Fam tPNO—'WInTOTAt�appiaisai soflware 6Y a la mode.inc.—1.BW�AlAM00E � � �MgnFIaN sALTNO�OTk1a Paae�M21 , DEflNiTfON OF MA$KET YA�UE: fie most protaNe price xtkn x ptopetiy shm¢tl Gxq in a campe96+e ma qcen tmrkN onder ae comitions aWisib ta a talr sab,IM buyer aM separ,each aclinq quAdWy,Y�rowleGgea4ly an0 assum�tlie price is nol altaletl bl uMce su�n�us. InpAal in G4s � defWtlon h iM conSUrYNNtron of a 5zk as ot S SpaU�ed date antl fhe passirp of�ifle irom seAU to buyer untl9r conOttiorre where6y:i1)UuY�'aM seller a2 qqC#Iy molNated:42!�W�hes are weA iROfrretl a wek a9vISe0.zM e�h aGa'4 in iNgl hs coasN�xs tis own�85t k9arat�(3)a reaswwQk 6me�5 albwetl ia 9�osure M tle open markRC(I)paymeM is maAB In�erms M cash In U.S.datlars a N temis a�linaricl2l arcalqenK�AS canpiraMe Iherelq:aM(5)Ihe pfke apra�nts 7�e mm�W carsidgaCwn tm Me D�aperty sWJ unatiectetl by apeciai m creative tinancirg or sabs corcessinns' grzMed 6y arc/one assaciatee wiN Ihe gak 'AtliosM1nenfs m th tmryara6k5 must be made iar apecia� w creative fnancing ar saks coticessb�a. No sdjusiments are neceasary tar 7qu tasls wNCh ars ronrnM P�a by sUle`s as a res� of tr�ltion ar iaw in a ma�kd araa: ttpst casts are r+a�5` �ahk since die s� pays ttese cosR in Nrtuaay au sales Ire�xibns. Spccial or erea6va frenclnp aOjustmerts can be meEe ta the Wnpan�e prapMy dy wmpari,ata to tMUrmltp ldtm olttrad 6y a tixr0 party inStRutionai IBnOer Ihaf is nM rteady irwdv¢tl in iAe proppry w ka�adion. nny adi��cnl shoultl mt pe cakuWteC on�a n�echaFUCa!tloRaz fa dalar cost W tlis ilnarcinq w caressart 6ut Oie tlObr amasA ai am adluspneni sMUM approdmate tlie markefs readion W p�e �inancing a wncesabns basatl on tlie BQpt8I5Q�5 f4�Q91iBf11. STATEMENT OF ttMlTtNG CdNdiTtONS ANd APPRAISER'S CERT(FiCATIdN CONTINBENT AND LIMITING CONDITIONS: The appralse's c�Wkati�n tlW appesrs in the appaisal re�n �s subject m uie Wlawinp troMMons: 1_ The appratsa wJ rot he r..sparslbie ta+�rs d a 1e��,*a tl�t attat ept+�Me properN�6�aisd a ke tlAe m a. ite app�'�sx aswmes ffi�at pa tltle u paoU aM nwhelade aM.tlicrelae,wlll rot rdNa am apNUns abaM1 Ne title. The Drnperty is app�alseU an Ihe 6asls ol it 6dip uMaz respmslNe ownBfBhAG. . 2 The+PPr'��lus pruWdm a sketch In�he�pwalsal rWM fo sMw apprminek dmduias o!tla krprowmants ar,0 the skctcn is incXMea wtf M assist tlie reaAa d IM rapart M vlsualieinp tln prapury and undasWruWq tlie appn�sa s Oe�emdnation o�11s s�ze. 8. The�ppr�!�m�Y+�aG tle av�e Nwd maps kat xe D�a'M�d W the FedaN[m,+9encY�ApentY tar a�er Cata sdreesi aM hes�oted In tle aPp���wMtlkr tln w6lact ska is bw�tl In an ba�AGied SPe��floaQ NazaM Pna. Becwu Ne aPP��sg I5 mt a suveya,he a s�e makes M WMeNmS,pqNesS M inpABd,re0adin01H5 UBIBnnY4lYon. 4. II1B 2pQp5tl'wN ipt�4E�SU1mirJ a 8{pBN iA tllUt 64r8168 hC Of shC limte att 2ppf2I52I�tlIt ptapBlty 51 C�StiPl�4R1k5S 598Gik itl2fiQB�Ieff5 ta d0 50 h49 bE911 mitlB ENlMdNll(I. $. T1X]�X11Xf INS 89�t10t0d�II!YBMR Ot�IE IdM hi 1hE tA51 BD7f03t11 3f NS�A7��21k�bB511158 811d I�IB k1yFOV01fb1A6 2f�1df CONf�I1fINY YBNM.TIICSB separam awwems m me mm ana Mpraremm5 mut nct be usM � cd�an wi� Nn urar appralsa� ara are k�v�a a g�sr are so us�. 6. 7M aPP�aisu has nokA h Ik xpprvisa�re0n�aM ativnu conditlore (weh as�neetleA rePairs� UWreculbn, Ihe pe�enee M hazardas wasms� bdc s�.nk.)oASared�ii9 Ce YapxGm M Cie wbl�W�f'm tlmt ie a sAe becamo�wne d�inP the+�#resp�ch MrvaNCC N P�w�M tle�paisal. U'kss Mawlse sWed In tM appaisDl repat tic appaiser lus no WaWadpe d mY NUdert a uaal��eK �as of tle prq�atY a aAase erMamdOi aMPoOis(IMuGrq M vresaca ol hazardous waates,bdc aWapnca, Qc.)tat rrolAE makn M�e MWe�N mae a lesa vali�k,and hu a9smaM 1�Mae ue no wch condYas ind m�es ro guazanha a warrantles.aWrecs a M�qRed. repa�din7 gre cad�on N tlie prweM. ihe ippralsc!WI tpl be respa�6b la am' SuCA Catlitluns Ihat d0 adat a lar mY enpYpeMq a Ysd�➢ tlwt mlgM be tgquked to tllsWrer M�d' such . catligaiR alsi. Becwse Ue �ppratser is not an m�M in tlie Beb ut m+hmmentai hazaros. die appnisai repat musl not De cqxiUaretl aa an KNrtanidla!isse55�%tA af gq puAeif/. 7. ilq appraiser pb1aMU pq yppmytlun. eSWiggks.aM oplNaG tiat wxe amresaetl h Ihe appaisal reporl hom 5UUCe5 Ihat he a sh3 conSWas W ba RAa6k xd bde+BS Ckm#6E tru2 and caRECt. TtE apWNSe tice5 1KK aSNttn6 realp��Y iM the aaufe�l'W SUCh%!Rb tlWt wdt 11NNShed by OA�r I DMtla' �� S. The apppisx rAI nqi Nscbse tlk toMmis of tlie appr3isai repo�t ekcept a5 ProWUeA br in te lNitorm SIaMaMs oi PrM�siorel Appmisal kactice. 9. TM �niser hss Oued t/s ar h9'a�tW eeQat xtl vap+affia+cuneusbn�r mi a7pa��tlet is sutrh�t � satlsfae�rY �d�Non, +e.�s. a aNar�bre on tl�e aseumpUon tl�wnWetion al tle Inpwennqa xip be pdfamed h a waMaiwYka�em�r. t8. rno�Wai:a mm�t v�his a na a�wrroen amsait bmae me NMeqaau w�ed n me m�sa� repan can asajouu m awraisai rovun flncYbhg a�4abia �6au1 tle P�1Y �+0. 1he nppralufa I�Wtt W p�� �. W �ete�ances b nrl p�skrai e04�� apy+a6as a ee wm wM WiM me+ppryse Is assoGatetl)ro am�e o�her uan me bonawe;me'mMWOa nr I�S wcceasars ana assqrs�me maWa9e Nvaa; t�asuMag: O�dasx`aai �sai orYart�tla�: xq sials a fe9r+h �mdf iquncia�iisi�n; a ar9 deWrbnwq, aOencY. a h�sMniMaM d pe UnbO Sh�a y7 a�a Ihn dsOkt d CWMAa.e��pmt tle bMerkYaa ma�'dsuWAe 1Ae pupol�t CesuO�sectlm�Nz repM onY D Gv eaMcum u+eopine s�Cef6i waw rowrc m aaain Ne aq�^3 0� w�men tmsda. me aaD�+s«'S wdlkn CoisaA and appwal mrst ak0 4e 0� 6fae fie aAP�� c� Ge cam�eYM trY � b fie D�C ho� zMdYSinO, 0� +�a6ms. new5, saks. tx o9ia ms5a. hedCie Mac iam�6-93 Pape i ut 2 immie#ae Fem t00i6 b93 CtliOai Pwn MM+��als.lrc.p171137�d6U6 Fmn ACR—:YirtTOTAI•appraisal s�wme M a la maCe,inc.—fi�AtAM00E ii �Mai HIeN ALTf101O , � ApPRAISER'SCERTtFICATtAN: 7neAppra�sacertrtiessMapreesmac � 1. �nave reseuclkd die suMac�ma!fc�area antl have sdectsd a m6im�m W ihee recmt u�cs M P�W�+iles mast sb�ar arA prmdmak kt 9e s��6i�t WupwN SW CasW8fak4n in tic s8b5 campafl6on anaty5ls and hav8 made a doAar aUjllSimeM wllen aDPrpptiaM�o f91kc1 Me markd roicllan Ib tlros8�n15 0l siAN/icaN Y2�I2Cqi. A 3 � �i kt 3 C�t,IP2tiCk O��N 35 SilpBt�O(t0,W liIMB tZ1IXZbIE ft0li,if18 Sib�&101OO�Y�i hdY¢ttHd¢A�098M!8tl�U5UiBA�0!¢dUtE Ihe aEpttteO sa185 prke d Te cortpa2bk aM,II a 5lpnifiWrt fltlm in 8 conqarabk prOpe+ly is irderia b,or kss lamrabk thm�tha s�ject pr�er[y,I nave ma0e a posidue ad�usprerrt fo inpease fie atljusietl sales price of Ne cmipa�abk. 2. I have Wken IrAO canslderatlan tlin lactors tlret have an Impac�on value N my Uerekpment ul Ne estlma!e af mazkat raWe 4�Ue app+aua�reWM1 �luve mt _ �vtNqly wllYleM erry slpNflralA dA6�m7tlbn hom�he aOP��sai rqlmt antl�bBGeve,t0 tl1e 6es�oi my knowl¢Cge, Ihat 8N 5talemelq6 aM iMOrinaYan in tl�e d�l'8�581 fE�qq!(8IB INE dll(I C9(SQCt. . 3. �atated in Me�praisa�+epa�t aMf rt5 Uvm P�smat cri6lasetl.md WNessiawi amNsis�npvuons,ann conciusions,wAith ara suble�t airy io ttie comiMeM an0lmitlnq cabitlone specMieO in drs�urm. 4. f ha�e m presv�t ar prospceBYe irAcrest h 6ie propaiy g�at R g»si�qeU�Nts r�art arri i tare no{rcesent m prospeciive pw6onai iMaest a INas wIR� re�,y b Mn ParticlAaMS M tle kanaactlm.l 4tl ral Gase.eitlaaz partW!'ar canP��1.mY�h'�s aN(w k�e esdmak d�ka1 value M 6e N+Paisal+e{art an ihe race,coip,ra9pian,sac,handicap,fazNRai status,ar ratlmal oiigin ol dthgr Ihe prospectiro owncrs or acupams af tlie subjec1 prapely w M Ihe Waer1 uwners a ac�%s ol Ne prapanes m the+rMk�va ris s�ui proae�tr� 5. 1 hse m preserA or cpNmiptaietl iWne h�6rest in tAa su6�eW prq�wfy,and naima my wneN a hAUre ertqbymem na my compensatlon la perfaminp Ws apprsisal is wrAhqerA an tla appralSeE YaNk W ttW prflpmty. 6. t was ru req�ir�d b rqw,t a Vred�enNrea aaWe a direc6on h�vaMre fat tavas iM caose a Cie Wmt a am/reWied WM�M amou�ot Ne vaue es�mafe, de aMainnM ot 0 spxtlk maWl.w IM acCUrtence W a subsa�wl eve9#�mGaz Po rtltdva mP�p�perse9on arMa artp�'mrn!fw P�M ihe ap�a6�.i EM not base tle appralsq 2pM on a mryesleA minfmum valuatlon,a speclfic raqutbn,a kie reeG Po approve a spx�c morlqape ban. 7. I pMqlfeA pYb appreiSel in Cddofmily witll�Ip Uftlram SIalMatdS a�Rale56bm1 Appr815af Prectice tlUt w¢t4 adOpkd Yd prattu4j2b0 bY lle+�aisy SGMertls 8ox0 af Thn Fypaisffi(qaWtlon anG tlwi wne in piace as of tla dleNre Oa�ol pis appralsal.wllh tha mc�eptlon ol tM eeparAxe Provisbn of Moae Sar.0anls,ut�h does n�yp.y,i azimox9edpe Cmt an esdrtwk W a reasmabk 8me la m�asure&�tlia qien mwket ia a curditlm h 7e QNhiYOn d marka4 ra41e ana tl�e ernmat � aer9apea �s crosismm wrm me munren�p nme nnea In me neqroonwoa satlon a tlris repan, mYeas �na�e aNnwise sk�a in e�e t�ant�aUatset60n. B. i have pcson�ry H�gpected Nn qrtabr aM eidaior arws ol tlq su6ject p�pMy and dn eqala ol aM properties Isted zs conpanbles b tls appnisal repM 1 tYrgrer arWy pgt t hms nobd amf appardp a Flvrm rMe�se can0itlons in tlie su6jed improvemdAS,an 9re sub�OCl she,or m am/sde Mdin tlie immeAiale WWity al Ihe sublecl aopertY N w6kA 1 m awam antl lere maee aCl��s br ffiese ativase ca�ars in mP a�is�C�e prWmtY vaUa b Ihe e1a[ihat i hatl market BrMerce�0 8uppmt tlem. I have els0 Camitli�eE�wt�he tlMal M@e adverse cqqitlona on tlie ma�ketadliry of Na SuEjaM prapdty. 9. 1 Das�h' P�eWred al concWsbns aM uPYims aDUUt tt,e real est�a dmt wae set foM k�tlie app�'alsal rtpol tt f reGed m siyNlkaid p�.s�uW aSSisGnce irom a�q iMF�MUN a LMMtluals In tle OeAOmunce N tlie aPPysal a Ne preparatlon M tlie a0pro�al roport 1 have nmd wch YtlhldmHsl and dkCbsetl tlu speclMC�ks pxtamed CY�dn Nt�e sactlo�d 9is aRtKMSa�ro�t- �r�Y tlqt mY 1n�Nrt�ai sa n9(red h�uFikd ro pMam t tl�e 6sks.I I�re nnt auM�alietl arc�one q make a Uunpe b ary i&m In IM repuG Micdae,II an unaWioilxed dunqe 4s made On tl�e apqa�sal nWR 1 wip tab iiRrtS{10115RfM1}'tOffi. I tUPERY1SOpY APPRAISER'&C£NlIPICATI4N: Y a supev[say appr��tlie�xaisai�epaL ne or she ta8�es md w�s riat: i dke�tlY��Ihe�PP�+�r wip DroPuOA dk�ppral971 rpp(hYro imiewtla tlle�00�'�sal repwt.�Pea wiTh Me B�atemeMS aM wnclusiai6 b tlie�pp�se�. �qroe b CeCCUM M�e appMSefs terWkrtipts rtkrAaeQ a gvwqh 7 riwe.md am ta�q iW resP�1GYfY ta tlie appraisai mM Ue xOPy�� � ADORESS OF PROPERTY APPRAISEO: t4 Sap Ra Enow PA tr025 A1°PMiBE • SUPERY156RY APPRAISER (eniy it requiredy: % Sqn�a: sqremra - Wmc K.Ban Ndrt� Dtle 1 2 �SIqreO: St�CdWica9on/: R1401231 StObCdtllkatlonN; a 5bb lka4sa�: a Sp9s l.kense a: SI1b: PA StlM: F�Db'�unikkWGaf�ca6unatk9l�e.0&30R473 b�N86onDaiedCdtlflc2WnpticelGe: ❑Old ❑ fNA Ntlt Irspect Praperry fleddie Aqc k�m 139693 Pape2 af 2 f�niee Mae Fam ttlPi9 G93 Fam ACR—'nNn76TAL'apy�roisai aWMxe M a q moQd inc.—7�806NJ�MODE _ . I F' p �q X Subject Photo Page �n� N/A AGdresS 14 Salt Rtl � Enda • Lentler/Cq&11 Pnvate CW Cumberlantl SWk PA L CoAe 17025 'F�: SubJect Front 14 Salt Rtl Sales Pote Na � �' Groas Livinq Area Talai Rowrs TmalBetlroans TolalBathraoms LaaM1On average � 7.500 Site Oualiry , �, p9e �y� ' � , u? "`� SubJect Rear f�s,�s� '�� �� � . � � � � 6a ;- � .__ _. ,�b.- 195 � � '�o (t4� 6 � ° � � h�,c':� .... � '.. _- \_. __ 194 „ ' � , (i2.r3} ` ;� \ �.: , g � t '' �,:�� . ,so m �---�-�' y I� '. Subject SUeet ,_- �t:,.. ` 4', � y ' � ^�.. 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V � ' r r C I �"�1 �1.� �Y 1�� r .� J U ^[ � v Q � (� � r-r W � � ��� � _ �, � i y � o U ° ^ ~ � r., v- �—=� i: � W � n � i � �' �' � v o � � � � -� — � � o � F — � � o � � J �' � � � IN I �°° JNTEOS�9l� T„OP.S � O �r'n�._. � C�� ro rn O� � �� �o � ,�� r, ��! i -o.- o ��� o,�� '�, m w �< II . �r��ml _=c �, ow � H��;Pj �� i,HW L°state Ptanning • Elder taw • Speciat Needs Ptanning 2000 Lingtestown Road Tec:(717}541}�4332 Suite Z02 Fa c: (71�540-4313 Harrisburg,PA 17110 www.HazenElderLaw.com June 13, 2013 VIA CEI2TIFIED MAIL Register of Wills Cumberland County Courthouse One Courthouse Squaze Cazlisle, PA 17013 Re: Estate of Bernice L. Morgan File No.: 21-12 1091 Inheritance Tax Return To: The Register of Wiils: Enclosed for filing p(ease find the original and one copy af the above-referenced Inheritance Ta�c Return and Inventory, along with a wpy of the first page of the Inheritance "I'ax Retum. Please time-stamp the first page of the return and a copy of the Inventory and return them to my office in the enclosed self-addressed, stamped envelope. Also enclosed is check no. 4354 for payment of the inheritance tax in the amount of$173.75. If you have any questions or require any additional information, please do not hesitate ta cantact me. Sincerely, � ` a d -���x�ly� Corinne Eggers Woodhouse Paralegal Enclosures cc: Steven Morgan -----....,�����