HomeMy WebLinkAbout10-18-13 J
REV-1500 EX(01-10) 91 1505610143
OFFICIAL USE ONLY
PA Department of Revenue Pennsylvania County Cede Year File Number
Bureau of Individual Taxes DEP. aevroF Rievii
PO BOX.280601 INHERITANCE TAX RETURN 21 '13 0376
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
03 25 2013 02 08 .1947
Decedent's Last Name Suffix Decedent's First Name MI
MCCLAIN II KENNETH E
(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. Original Return ❑ 2. Supplemental Return 3. Remainder Return(date of death
prior to 12-13-82)
E] 4. Limited Estate ❑ 4a.Future Interest Compromise 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
6 Decedent Died Testate Z D...d Copy gllmed a Living Trust D B. Total Number of Safe Deposit Boxes
(Attach Copy of W 1p )
9. Litigation Proceeds Received 10.bgtw l Pone% aedatt(aatgasof death 11.Election to tax under Sec.9113(A)
(Attach Sch.O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
BRADLEY L GRIFFIE 717 243 5551
REGISTER 6F-WILLS USE ONLY M
n
Cn
v _
First line of address rn r'. }J4 p
200 NORTH HANOVER STREE r; co ry
Second line of address
DATE FILED
City or Post Office State ZIP Code �, p
CARLISLE PA 17013 v ,T
Correspondent's e-mail address: bgriffie @griffielaw.com
Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief,
it is true,correct and complete.Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE JEER FILING RETURN DATE
" `C _-- Penny E.Zimmerman III 7 13
ADDRESS
425 Stejelstown Road Newville PA 17241
SIG RE O REPA OTHER THAN REPRESENTATIVE GATE
Bradley L Griffie 4/176
DRESS
N rth Han er Street, Carlisle, PA
Side 1
L 1505610143 1505610143
1505610243
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: McClain, Kenneth E. II
RECAPITULATION
1. Real Estate(Schedule A)....................................................................................... 1. 130 , 000 . 00
2. Stocks and Bonds(Schedule B)............................................................................. 1
3. Closely Held Corporation,Partnership or Sale-Proprietorship(Schedule C)......... 3.
4. Mortgages&Notes Receivable(Schedule D)........................................................ 4.
5. Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)............... 5. 74 , 744 . 05
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6.
7. Inter-Vivos Transfers&Miscellaneous Non;Probate Property
(Schedule G) L] Separate Billing Requested............ 7.
8. Total Gross Assets(total Lines 1-7)..................................................................... B. 204 , 744 . 05
9. Funeral Expenses&Administrative Costs(Schedule H)..,.................................... 9. 10 , 803 . 85
10. Debts of Decedent,Mortgage Liabilities,&Liens(Schedule 1).............................. 10. 4 , 788 . 00
11. Total Deductions(total Lines 9&10)................................................................... 11. 3.5 , 591 . 85
12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. :189,152 . 20
13. Charitable and Governmental 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. 189, 152 . 20
TAX COMPUTATION•SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116 15 0 . 00
(a)(1.2)X .00
16. Amount of Line 14 taxable 16 0 . 00
at lineal rate X .045
17. Amount of Line 14 taxable 0 . 00 17. 0 . 00
at sibling rate X.12
18. Amount of Line 14 taxable 28 372 . 83
at collateral rate X.15 189,152 . 20 18.
19. Tax Due.................................................................................................................. 19. 28 , 372 . 83
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ❑X
Side 2
1505610243 1505610243 J
REV-1500 EX Page 3 File Number 21-13-0376
Decedent's Complete Address:
DECEDENT'S NAME
McClain, Kenneth E. II
STREETADDRESS
213 Ridge Hill Road
CITY STATE ZIP
Mechanicsburg PA 17050
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 28,372.83
2. Credits/Payments
A. Prior Payments 29,000.00
B. Discount 1,418.64
Total Credits(A +B) (2) 30,418.64
3. Interest (3)
4, If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4) 2,045.81
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 BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;............................................................................... El ❑x
b. retain the right to designate who shall use the property transferred or its income;.................................. ❑ ❑
c. retain a reversionary interest;or............................................................................................................... ❑ ❑x
d. receive the promise for life of either payments,benefits or care?............................................................ ❑ ❑x
2. If death occurred after December 12, 1962, did decedent transfer property within one year of death without ❑ ❑
receiving adequate consideration?....................................................................................................................
3. Did decedent own an"in trust for' or payable upon death bank account or security at his or her death?....... ❑ ❑
4. Did decedent own an Individual Retirement Account,annuity,or other non-probate property which ❑ ❑
contains a beneficiary designation?.................................................................................................................. x
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving
spouse is 3 percent[72 P.S.§9116(a)(1.1)(1)].
For dates of death on or after January 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[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 of
assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an
adoptive parent,or a stepparent of the child is 0 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 decedent's lineal beneficiaries is 4.5 percent,except as noted in
72 P.S. §9116 1.2)[72 P.S.§9116(a)(1)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's 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,whether by blood or adoption.
Rdv-1502 EX-(11-08)
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
McClain Kenneth E. II 21-13-0376
All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts.
Real property which Is jointly-owned with right of survivorship must be disclosed on schedule F.
Attach a copy of the settlement sheet if the property has been sold
Include a copy of the deed showing decedent's Interest if owned as tenant in common.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 213 Ridge Hill Road-Mechanicsburg, PA 17050 130,000.00
(Residential)
(See attached appraisal)
TOTAL(Also enter on Line 1, Recapitulation) 130,000.00
(If more space is needed,additional pages of the same size)
Copyright(c)2009 form software only The Lackner Group, Inc. Form PA 4500 Schedule A(Rev. 11-08)
Reb-1508 EX-(6-98)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TA%RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
McClain Kenneth E. II 21-13-0376
Induce the proceeds of litigation and the date the proceeds were received by the estate.
All property}olntly.owned with the right of survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 PSECU (Checking Account No.XXXXXXXXX431)-(See attached statement) 725.72
2 PSECU (Money Handler Account No.XXXXXXXXXX431)-(See attached statement) 3,459.04
3 PSECU (Money Market Account No. XXXXXXXXXX431)-(See attached statement) 46,145.97
4 2011 Chevrolet Van(Sold) 16,000.00
5 Personal Property/Household Furnishings(see attached appraisal) 4,695.00
6 Andrews&Patel Assoc.(Medical bill payment refund) 60.00
7 1967 Triumph Motorcycle T120R(See attached appraisal) 800.00
8 1977 Kawasaki KZ1000A(See attached appraisal) 1,000.00
9 1992,Chevrolet K1500(VIN,#1 GCEK14K1 NE1'58827)-(See attached appraisal) 250000
10 1997 Chevrolet Tahoe(VIN#1GNEK13RXVJ411138)-(See attached appraisal) 196.00
11 Progressive Insurance Premium Refund 11.00
12 2012 Personal Income Tax Refund(IRS) 1,027.00
13 Comcast Refund 47.65
14 Westfield Insurance- 88.00
(Homeowner's insurance refund)
15 QLT Consumer Lease Services- 5.62
(Leased phone refund)
Total of Continuation Schedule See attached page
TOTAL(Also enter on Line 5, Recapitulation) 74,744.05
(If more space is needed,additional pages of the same size)
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E(Rev.6-98)
Rw4608 EX+f9-98)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN continued
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
McClain, Kenneth E. II 21-13-0376
ITEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
16 Westfield Insurance Refund (Homeowner's) 111.00
17 Guardian LTC Pharmacy, refund of overpayment 12.05
18 Veterans Affairs benefit distribution 100.00
19 Refund for Adoption costs 10.00
TOTAL(Also enter on Line 5, Recapitulation) 74,744.05
Copyright(c)2002 form software only The Lackner Group, Inc. Forth PA-1500 Schedule E(Rev.6-98)
RLV-1151 EX-OM5)
kFPEjNSY1-VAN1A SCHED6,ILE H
COMMO WqEApL�T�H� FUNERAL EXPENSES &
'"RES�IDENTDECEN4RN ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
McClain, Kenneth E. II 21-13-0376
Debts of decedent must be reported on Schedule 1.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zip
Year(s)Commission paid
2. Attomevs Fees Griffie&Associates, P.C. 8,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation)
Claimant
Street Address
City State Zio
Relationship of Claimant to Decedent
4. Probate Fees 613.50
5. Accountant's Fees 165.00
6. Tax Return Preparers Fees
7. Other Administrative Costs 2,025.35
See continuation schedule(s) attached
TOTAL(Also enter on line 9, Recapitulation) 10,803.85
Copyright(c)2009 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev. 10-06)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
McClain, Kenneth E. II 21-13-0376
ITEM
NUMBER DESCRIPTION AMOUNT
Other Administrative Costs
1 Barrett's Real Estate-Real estate appraisal costs 375.00
2 Linden Hall Antiques-Personal property appraisal costs 95.00
3 Advertising to Sentinel 168.30
4 PPL Electric Utilities 78.94
5 PA American Water 29.71
6 Cumberland Law Journal -(Advertising) 75.00
7 Erie Insurance Group(Homeowner's) 55.00
8 Bank fees to Orrstown Bank 12.50
9 Silver Spring Township Authority(Sewer) 135:90
10 Reserves 1,000.00
H-B7 2,025.35
Copyright(c)2002 form software only The Lackner Group,Inc. Fonn PA-1500 Schedule H (Rev.6-98)
Rev-1612 EX.(12-0a)
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENTDECEDENT
ESTATE OF FILE NUMBER
McClain Kenneth E. II 21-13-0376
Report debts Incurred by the decedent pdor to death that remained unpaid at the date of death,including unreimbureed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Holy Spirit Hospital 42.50
.2 PPL Electric Utilities 52.18
3 Sterling Medical Services,LLC (Medical) 147.00
4 Silver Spring Twp.Authority(Sewer) 166.10
5 PA American Water 14.21
6 Forest Park Health Center 1,704.00
7 West Shore EMS-BLS 177.22
8 Graham Medical Clinic,PC (Medical) 10.00
9 Guardian LongTermCare Pharmacy(Medical) 12.05
10 Griffie&Associates(Pre-death'Estate Planning Docs) 419.50
11 Griffie&Associates (Pre-death Adoption proceedings) 748.50
12 Reimbursement for overpayment of Retirement Fund 647.37
13 State Employees Retirement System (SERS)- 647.37
Refund of overpayment
TOTAL(Also enter on Line 10, Recapitulation) 4,788.00
(If more space is needed,additional pages of the same size)
Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I(Rev. 12-08)
REV-1513 E%+)11.08)
y{ pENN y� SCHEDULE J
CDM lt4 jef ALMT OFAX RET�IRN ANNA BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
McClain, Kenneth E. 11 21-13-0376
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT (Words) ($$$)
DD Not List TwsteeW
I. TAXABLE DISTRIBUTIONS [include outright spousal
distributions,and transfers
under Sec.9116(a)(1.2)]
Penny E.Zimmerman None One hundred
425 Steelstown Road percent of net
Newville, PA 17241 distributable
estate
Total
Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet as appropriate.
NON-TAXABLE DISTRIBUTIONS:
II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11 -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1501 COVER SHEET
Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08)
b P
LAST WILL A7,%D TESTAMENT
OF
KENNETH E. MCCLAIN, II
1, KENNETH E. MCCLAIN, n, of 213 Ridge Hill Road, Mechanicsburg,
Cumberland County, Pennsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this to be my Last Will and Testament,
hereby revoking and making void all previous Wills and Codicils heretofore made by me.
FIRST
I order and direct my Executor/Executrix hereinafter named to pay all of my just
debts, funeral expenses •and expenses involved.or.connected with the administraton of
my estate as soon after my death as is reasonably possible.T direct my Executor/Executrix
to pay all inheritance, estate, succession and legacy taxes, to which my estate or the
transfer of any property hereunder may be subject, and to charge such taxes as part of the
expenses of the administration of my estate, being deducted and paid from the residue of
my estate and not to be deducted in any manner from any specific bequests made herein.
However, my Executor/Executrix need not accelerate and pay those unmatured
obligations which, in his, her or its opinion, it might be proper and more advantageous to
retain or renew and pay as they become due and payable. If I do not own a burial plot or a
grave marker at the time of my death, I authorize my Executor/Executrix, in his, her or its
GRIFFIE&ASSOCIATES
Attorneys At Law
200 N. Hanover Street 100 Lincoln Way East,.Suite D
Ca_rtiste ',q..._2.7013. -, ._. ___--- _....-- _---l'age1._of2._... Chamfiersburg,PA_17201
sole discretion,to purchase a burial plot and to erect a suitable grave marker at my grave,
and to expend sums from my estate for this purpose.
SECOND
I give, devise and bequeath the rest, residue and remainder of my estate of
whatsoever nature and wheresoever situate, together with all insurance proceeds thereon,
to my dear and close friend, PENNY E. ZIN MERMAN,whom I have raised as my own
child,providing that she survives me by sixty.(60) days).
THIRD
I grant my Executor/Executrix the following powers in addition to and not in
limitation of such powers as my Executor/Executnx shall hold by law:
(a) To retain all property received including the stock of any corporate fiduciary
acting hereunder,provided such property remains productive.
L( (b) To join in any corporation, partnership, recapitalization, .merger,
reorganization or voting trust plan; to delegate authority with respect thereto;
to deposit investments under agreements and pay assessments; and generally
to exercise all rights of investors, including but not limited to, the voting of
shares.
(c) To manage, operate, repair, improve, mortgage or lease on any terms any real
estate held or owned by my estate.
(d) To operate any business that Imay own at my death.
(e) To invest any funds of my estate in any stocks, bonds,notes or other securities
or property, real or personal, without regard to the principle of diversification
GRIFFIE&ASSOCIATES
Attorneys At Law
200 N. Hanover Street 100 Lincoln Way East, Suite D
Carlisle, PA 17013 ____Page 2 of.7___ ._ ..__ Chambersburg, PA 17201
or any other statute or general rule of law in his, her or its absolute discretion,
it being my intention to give my Executor/Executrix the broadest investment
powers possible, providing such investments do not unnecessarily prevent the
prompt settlement of my estate.
(f) To sell or otherwise dispose of any property, real or personal, tangible or
intangible, at any time forming a part of my estate in any manner and on such
terms and conditions as my Executor/Executrix shall see fit in his, her or its
absolute discretion.
(g) To borrow money for the payment of taxes or-for,any other proper purposes in
the administration of my estate, and to mortgage or pledge estate assets as
security.
(h) To .compromise claims without court approval including, but not limited to,
any controversies with the United States of America or the Commonwealth of
Pennsylvania concerning estate and inheritance taxes on any interests that may
pass under this my Last Will and Testament.
(i) To distribute in cash or in kind upon any division or distribution of my estate.
(j) To access,use and control any digital device that I may own or have license to
use (such as computers, cell phones, etc.) for purposes of accessing,
controlling, deleting, transferring and distributing any digital asset and digital
account that I may own or have license to use,to the extent then authorized by
law. My Executor/Executrix has authority to obtain any username, login,
GRIFFIE&ASSOCIATES
Attorneys At Law
200 N. Hanover Street 100 Lincoln Way East, Suite D
Carlisle,PA 17013 Page 3_of 7__ Chambersburg, PA 17201
password or other electronic credential associated with any of my digital
devices, digital assets and digital accounts.
(k) To undertake any and all acts deemed necessary and proper by my
Executor/Executrix for the proper, advantageous and prompt management of
the settlement of my estate.
(1) To disclaim any benefits to which I may have been entitled posthumously,
whether said benefits result from distribution from an estate, trust or any other
such account.
(m)In general, to exercise all powers in the management of my estate which any
individual could exercise in the management of similar property owned in his
1 own right, upon such terms and conditions as to him, her or it may seem best
and to execute and deliver all instruments and to do all acts which he, she or it
deems-necessary-or proper to carryout the-purposes of this,my Last Will and
Testament.
FOURTH
No interest of any beneficiary of my estate, either in income or in principal, shall
be subject to anticipation or pledge, assignment, sale or transfer in any manner, nor shall
any beneficiary have the power in any manner to charge or encumber his interest either in
income or principal, nor shall the interest of any beneficiary be liable or subject in any
manner while in the possession of my Executor/Executrix for the liability of such
beneficiary.
GRIFFIE&ASSOCIATES
Attorneys At Law
200 N.Hanover Street 100 Lincoln Way East, Suite D
Carlisle, PA 17013 _Page,4 7 f 7_._ ___ _ Chambersburg,P-- I720I
FIFTH
I nominate, constitute and appoint my dear friend, PENNY E. ZIMMERMAN,
as Executrix of this my Last Will and Testament. In the event Penny E. Zimmerman is
deceased, unable or unwilling to serve or shall cease to serve for any reason whatsoever,
then I nominate, constitute and appoint my brother, CHARLES A. MUM IA, JR., as
Executor of this my Last Will and Testament. I direct that my Executor/Executrix shall
not be required to give or post bond for the faithful performance of his,her or its duties in
this or any other jurisdiction.
SMTH
I hereby declare it to be my expressed desize that my Executor/Executrix employ
the law firm of Griffie & Associates, of Carlisle, Pennsylvania, for legal advice and
assistance regarding this my last Will and Testament, they having considerable
knowledge of my affairs, views and wishes respecting any matters that may arise-at the
probate of this instrument, the administration of my estate, and the execution of the
powers herein mentioned.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last
Will and Testament, consisting of seven (7) typewritten pages, the first four (4) of which
bear my signature on the side margin, for purpose of identification, this
day of VJL(J (C' 2013.
W�ITNES
KENNETH E.MCCLAIN,H
GRIFFIE&ASSOCIATES
Attorneys At Law
200 N.Hanover Street 100 Lincoln Way East,Suite D
Carlisle,PA 17013 page 54f 7 Chambersburg, PA 17201
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA:
: SS.
COUNTY OF CUMBERLAND
I, KENNETH E. MCCLAIN,E,the Testator whose name is signed to the attached
or foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the instrument as my Last Will and Testament;
that I signed it willingly, and that I signed it as my free and voluntary act for the purposes
therein expressed.
KENNETH E. MCCLAIN,11
Sworn or affirmed and acknowledged before me by the Testator this Lo
day of 2013.
CommonwaeHh of Penrm kwla
NOTARIAL SEAL
KELLY L PEREZ
Notary Public
Carllale Borou®h,Cumberland C ou*
M Commiaslon Expires January 26,2016
GRIFFIE&ASSOCIATES
Attorneys At Law
200 N. Hanover Street 100 Lincoln Way East, Suite D
Carlisle' PA, 17013 .__.Page_6_of..7_.._ Chambersburg, PA 17201
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA:
SS.
COUNTY OFCCUMBERLAND
WE, and �a�lln �QtiSr
the witnesses whose names are attached to the foregoing document, being duly qualified
according to law, do depose and say that we were present and saw the Testator sign and
execute the instrument as his Last Will and Testament; that he signed willingly and that
he executed it as his free and voluntary act for the purposes therein expressed; that each
subscribing witness in the hearing and sight of the Testator signed the Last Will and
Testament as witnesses and that to the best of our knowledge the Testator was at the time
18 or more years of age, of sound mind and under no constraint or undue influence.
Sworn or affirmed and subscribed before me by&A (er
and eabih this (0 day of 2013.
Commonwealth&IRMO N t Pub 0i
NOTARIAL SEAL
KELLY L PEREZ
Notary Pub110
CeAlsle Borough,Cumberland Courtly
My commisslon Ex Ires ianua 25,2018
GRIFFIE&ASSOMTES
Attorneys At Law
200 N. Hanover Street 100 Lincoln Way East, Suite D
Carlisle PA 17013 Page- of _. . ............. Chambersburg,PA 17201
- - -
S.W.Barrett Real Estate&Appraisal Services
Fie No.13.0093
APPRAISAL OF
,LOCATED,AT:
213 Ridge HIII Road
Mechanicsburg,PA 17050
CLIENT:
Griffie&Associates
200 North Hanover Sireet
Carlisle,PA 17013
AS OF:
April 5,2013
BY:
Cassandra J.Crockett
PA Certified Residential Real Estate Appraiser
S.W.Barrett Real Estate&Appraisal Services
File No 13-0093
04/23/2013
Griffis&Associates
200 North Hanover Street
Carlisle,PA 17013
File Number. 13.0093
Dear Attorney Griffis:
In accordance with your request,I have appraised the real property at:.
213 Ridge Hill Road
Mechanicsburg,PA 17050
The purpose of this appraisal is to develop an opinion of the defined value of the subject property,as improved.
The property rights appraised are the fee simple interest in the site and improvements.
In my opinion, the defined value of the property as of April 5,2013 is:
$130,000
One Hundred Thirty Thousand Dollars
The attached report contains the description, analysis and supportive data for the conclusions;
final opinion of value, descriptive photographs,assignment conditions and appropriate certifications.
Respectfully submitted,
Cass.Crockett �
PA Certified Residential Real Estate Appraiser
Summary
Residential Appraisal Report Re ND. 13-0093
The purpose of This appreisal repon is to provide the dientweh a credible coition of roe defined value of the subject propeM,given the amended use of the appraiser.
Clienl NameMtended User Grlffiie&Associates E-mail
chunAddress 200 North Hanover Street oh,Carlisle See,PA Do 17013
Additional Imendeduser s'The intended user of this report is the Client.NO Additional Intended Users are permitted without the
permission of the a raisers.
ppededuse The Intended Use is to evaluate the property that Is the suh ectdof this appraisal to provide the Client with an
accurate and adequately supported opinion of value.
ProperryAdfid.213 Ridge Hill Road City Mechanicesburp stare PA 7jp 17050
owmerm Public Record McClain Kenneth E II&Cynthia L county Cumberland
Legal Desch don Deed Book.28-D'Page 920
2 Assessors Parcel# 38-18-1344-024 Ten Year 2012 R.E.T.d$ 1,963.00
s t Ma Reterenceil8-1344 CenwsTmct 0118.01 N iSeltl lvrX 5 e i a
Leasehold I IMe,godsoce)
M research X did I Idid not reveal any prior scissor transfers ofine molest propentr for the rupee yearvifinfor 1.the effective date offluds apprason.
Prior Seaffrensli Date 02/1512013 Price$1 Sources Courthouse records'deed
Amfysisoipnorseleoraans rhismryoftflewbjeapmpeM(aMmmp=Meseies,itapplicable) No further recent recorded transfers were found.
offerings,opdonsandc.ntracl6asotmeeftld date Ditheappraisal
London I Urban X Suburban J Igurai I PricnerlyValues, Increasing a X Stable 1.hnin PRICE AGE On Unit 75%
-Built-up X Over75% W25-7516 I Under25% DechundfS.pply Ishonagre X bBalance I I Over SU $000 a 24 Unft '0%
.Grmvlh id X Smbp t JSIp,v Madatin Time I jUnder3uphs, X MMIKs I j0ver6ngths, 125 Law New MUN-Fannifir, 0%
Need borhoodaoundanes See Attached Addendum 690 High 100 Canmercial 10%
220 Pred. 25 Omer VaGlm 15%
Neighborhood Description Sub act property is located in an expanding area of single family homes both detached and attached,
between Carlisle and Mischani,cstnum,with a mix of residential and,commercial/industrial usage.Shopping and other
amenities are within a short driving distance.Schools stem is Cumberland Valley District and school complex Is within one
mile.SMSA 42-3240.
Market Condidom(mdutwmpponmrmeabovemndmiom) Property values are current) stable In the subject property's market area.Local
multi-list data indicates an average marketing time of 90-180 da s2 Lending rates have remained favorable although sales
.concessions are cocuourinjo more frequently.There are new homes under construction In surrounding developments,as well as
re-sales available in the neighborhood.
dmensions 110x313.2x134x107x65x210 Area 35284 sf Sha a Irregular View Residential
S etlfie sound ClesNhmtion'Rt Zonin oenri don Residential
Zomn Com lance X lP a L al NDnconmrmin @anof_ seduse No Zonin 911.al desctlbe
!ti
the antl hen ueolmesubjeopmpmryas improved(pro proposed per pane and me presentuaeP- XYes ND 9f ND;tlesmibe.
WIMes Public Mbar describe Poblic ONer bescrlbe e#.SII Ji. rovement Public Private
gLour X 200 am water X Street Asphalt X
Gas None Sensory sewer [xi I j Aiiey None
See Comments There are no apparent adverse easements encroachments or other adverse conditions.
0
Units X one I lcgewA udr Concrew Mad CravdS a FouMadonwalls BloeklAV People Hrdwd/Vin llAv
#Of Scones One XWIIBazement Partial Besernenl EMODIWalls Aluminum/Ava Wags Drywall/Avg
T e X Del. An, S-De llEnd Uns Basemen Area 1728 Sq.0. Ro.fSUdace Shin Ie/I TroofPnish Wood/AV
X EAsdn Proposed I junfircrConer, Basemen Finish 0% Goners&.D Dap Aluminum/Avg Bath Fear Vinyl/Avg
Des n e Ranch X crude Em Mt sum Pum wind. T a Db]Hng/Avn Bam Wainscot DWIFbr islAv
Year Built 1950 Exposed Basement/ swim SasNlnwbmd Storrns/AV Car Spree ND.e
EfiecdveA a Yrs 20.25 Integral Garage screens Yes/AV X Dlivev2 .0 Carl 1
Able None Helping X MA HW Radian Amenities WoDdSrd e s#0 Cur ary surface Stone
Dm spur X Spars Odrer Fuel Oil Fire laces#0 Fence None X Gara a #Glum 1
X Floor scope Cpolin Cenbel Pir COnditionin Pe0olDeckO X Porch 2 Carbon #of Cars
rurshetl Healed Indlvfdual OmerNone Po.ANor Ij JAV I )Det X Buib-In
Apolances, I JRetrigenuor X Ran e90ven 1XINsinvesiddr I Disposal t IMicro,veve I ifWashenDrypr I Jahergdescride)
Roishedareasboueradeconuip: 6Rmms 3Bud.., 1Beths 1,728 Square Feel of Gross Wind Area Above Grade
Addilonal Features See Attached Addendum
Comments on the Improvements Subject property is In average to fair condition wlth no functional Inadequacies apparent.Deferred
maintenance noted Interlor and exterior,calling and floormin re alrs in bathroom kitchen not recent) up-dated,scaling paint
on exterior frame porch supportstroof structure deteriorated.Partial finish on 2nd floor not given additional value due to It's
current lack of utility. Roofing had been recently re laced per family member.Although the foundation walls extend slightly
beyond the exterior wallsisidina,the structure appears to be weatherti ht.
91�r: a � � M ,_�a� Pm�mm WAR-)G p�na.���.ePore
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ADDENDUM
Client: Grilfie&Associates File No.: 13-0093
Property Address: 213 Ridge Hill Road Case No.:
City: Mechanicsburg State: PA Zip: 17050
Neighborhood Boundaries
Subjgct is bounded on the north by 651 corridor;on the east byRich Valley Rd;on the south by Carlisle Pike;and
on the west by Bemheisel Bridge Rd.
Additional Features
Vaulted ceiling in living room with stairs to attic area;some finish had been completed by homeowner in attic
space,drywalled,tub and commode in place,but not yet functioning;keiling and flooring repair:in bathroom,
kitchen not recently updated;side and rear porches;integral garage,icurrently used as storage.Roofing had been
recently replaced per family member.
AddmMem Page 1&1
Summary
Residential Appraisal Report File No. 13.0093
FEATURE SUBJECT COMPARABLE SALE NO.1 COMPARABLE SALE NO.2 COMPARABLE SALE NO.3
213 Ridge Hill Road 210 Ridge Hill Road -15 Timber Road 23 Chestnut Drive
Address Mechanimburn,Pa 17DSO Mechanicsburg,Pa 17050 Mechanicsburg,Pa 17050 Carlisle Pa 17015
'Proem to SU ea 0.07 mileseNNE .2.70 miles 5 3.32 miles SW
'Sate Pace E $ 180,000 E 163 900 is 147.000
SelepriD'JCUOSSIi+.aea E 0.00 s.h. E 124.83 Eg.ft, is 11:0.15 s.ft.
Dare sources Multi-list Multi=list Multi-list
Verification spumes Courthouse Records Courthouse Records Courthouse Records
VALUEADJUSTMENTS DESCRIPTION DESCRIPTION fine — DESCRIPTION S imran DESCRIPTION rs
Sale or Flnancong ClsgCsts/Conv/ ClsgCsts/RH None,VA
,Concessions $500/DOM 27 0:$7589/DOM 27 OJ DOM 11
Dateofsalenime 1112012 8/2012 312011
Loralion Suburban Suburban Suburban Suburban
Leaeehob6ee Sim a Fee Simple Fee Simple Fee Simple Fee Simple
She 135284 sf 21780 sf 7,000 34848 sf 0 38768 -2,000
V. Residential Residential Residential Residential
oesi n s e Ranch Ranch Ranch Ranch
of Cvnewcon Avera a/Frame Av /Gd/Brick -5,000 Average/Frame 0 Av /Gd/Brick -5 000
,• AcMaI A 63 Yrs 56 Yrs 0 38 Yrs 0 33 Yrs
Goodman Avere a/Fair Good 20% -36000 Av /Gtl 15% -24585 Avera a 5% -14700
• AGOVe Grade tpd Ismad edk )nil we apes man 6' eeh TPtl a eels
• Raom Cgum 6 3 1 6 1 3 1 1.1 -1,500 7 1 4 1 2 -3,000 7 3 1.1 -1,50D
GmsSLh+n aea30.00
1,728 s.n. 1,442 q.n 8,580 ' 1,488 an ft. 7,200 1,593 s.ft. 4,050
Basement4Finished Partial Bsmt/ Full BsmtI -2,500 Full Ssmt/ -2,500 Full Berm) -2,500
• Reams BelawGtade Unfinished 3 Rms/Bath -B 500 Unfinished 0 Unfinished
Functional I.Ift Average Average Average Average
Heafin olio OFHA/None OFNA/CA -2000 OHWINcne 0 EBB/None 0
,EnernPrEfficeartMens I Typical Typical Typical Typical
Gam a/Car on 1 C Int rl.Gar. 2 C Att.Garage -6 000 2 C'Det:Gara a -6,000 1 C'Att.'Garage '0
Porch9atiolDeck Porches ScrndPor/Shed/ -3500 Porch/Patio/FP -1000 DeckIFP 0
B 2 FP's
'Neudusnnent ota X- S 49420-77-71- s 29,8851 X- 5 21 650
Adjusted Sale Price Net Adj. -27.5% Net ABI. -18.2%1 Net AM. -14.7%
of CDMMmMIeS rme, . 44.8% E 1305-- Glass 27.0% E 134 015 Gro4A . 20.2% S 125,350
Swerhant.fSancorepronshrApproach All coca arebles are similar in style,btillt 'nand location to the subject property,are verified
closed sales and are the best currently available.Limited sales oftone story homes in subject's value range have recent)
.occurred requiring an expanded seamh and exceeding typical ad'ustments.Closing costs are deducted for the amount the
increase the selling rice above the listed price.Surplus site ad'ustment was taken at$.501s :ft.
,Adjusted range of value is$125,000 to$134,000,say$130,000.
:siteveloecomments Site value from current assessment data and recent local land sales.
ESTIMATED REPRODUCTION OR REPLACEMENT COST NEW OPINION OP,SRE VALUE........................................ 60,000
- 'Sturcebtcondate Dwelling S.Ft.0 E ............=$
,• Quartrawngfiromoneeme, Restive bate of cost data S.Ft.@ S ............=8
Comments an Approach ross Most area calculations,deprecation.efo
- .Cost Approach rfrom Marshall/Swift Valuation Service Garmetaqxrg 5.Ft.@ s ............=S
• handbook and local cost analysisl analysis was considered but Total Estimate of Con-New ........._-=$
deemed not credible due to the age of the Improvements. Less P 'al 1 Functional External
Site value from Market Data.Depreciation based on age/life, Degradation i =V
observed condition and Market Data Analysis.Estimated De redated:Cosml lm rowmems....._.........................=S
remaining Economic Life Is 30-35 years. -Asis-VaWEot Site lm rovements...._..........................=3
INDICATEDWALUE BY COST APPROACH.._._.......... =S 0
Estimated Monthly Market Rent 0.00 XGross Rent Witcher 0.00 =E 0 Indicated value by Income Approach
• Summaryof mmme Approach Cinduding support for theater rent and GRM)
IOdmmenvaIUe : SUeSCOMParnoonApproachs130,000 CostApproachindetrelopedn 0 income A acn at MA,elo ee s 0
'Market Analysis consistently supports my opinion of market value.CostApproach and GRM were found inappropriate for this
analysis.Greatest weight is applied to the Market Data Analysis.Supporting file Information substantiates these estimates.
Thiseppraissismade X'as is; subjectty completion per plans and onesficahanson Me basis ofa hypotheocalavrImnthat the improvements have been completed,
❑sugectm Me bllowing repairs or aaerativns on the basis of a hypothetical condition thefts rapeirs or stoneware have been completed ❑subjento Mebllowing:
Based on thescope otwork assumptions,fimfting condhions and appraiser's renfficnion,my(our)opinion&the defined value of the real property
{��t'r,
''ayy��thetis Mesubjectofmisreponiss 130,000 wof 04105/2013 ,whichistbeeffewivedatecdmisapprefund.
gnat-w - 1ie°"''"'®awmw..moaunr»•...., a� mremowmeu<msmwiwaeose000r,ax,.�vcxawma�mm
Pye2d� ('BAn^'l annxsu{meA%pm aeoon?lxmo
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Summary
Residential Appraisal Report File Ra. 13-0093
Scope of Work,Assumptions and Limiting Conditions
some ofwork Is defined in the Uniform standards of professional Appraisal Pleaded we"the type and extent of research and analyses in an
assignment."In short,scope of walk is simply what the appraiser tlitl and tlitl not do during the course ofthe assignment,It includes,but is not
-limited to:Meextent to which the property is Idenfiiedandinspeded,Me type ands nteftlataresearched,the typeantleMentof analyses spplietl
to arrive at opinions or conclusions.
The scope ofthis appraisal and ensuing discussion in this report me specific lathe netts of the client,other identified intended users and to the
intended use ofthe report.This reportwas prepared forthe sole and exclusive use of Me elientand other drubbed intended usufforthe identified
intended use and its use by any otherpartim k prohibffed.The appraiser is not responsiblefar unauthorlxed use ofthereport.
The appraisers Certification appearing in this appraisal report is subjeretto Mefollowing conditfonsand to such other specific conditions rime
setterthbytheapprafserinthereport.Allexmordirmy assumptions and hypothebcticoniftermare shared in Me founded might have affected the
assignmentresults.
1.The appraiser assumes no responsibility for matters of a aided na re among the property succeed or We thereto,nor does the appraiserrender arty opinion as to the title,witch is
assumed m be good antl=m Mae.The propeM is appraised as though under esponsible ownership.
2.Any seem in this report may show approdnate dimensions and is included only assist the natter in visualizing the property.The appraiser has matte no survey of the property.
3.The ammeter is not required to give academy or appearin court mouse of having made the muni with reference to the property in letter,unless arrangements have been
preciously made thereto.
a.Reiter all,nor any part of Me mmmI of this rayon,Copy or ones media thereof including conclusions as the property value,the drum of the appraiser,professional designations,
or fire firm with which Me appraiser,is manned),shall be used lot any purposes by anyone butte diem and other intended users as idendied in this report,not shall it be conveyed by
anyone to the public Mrough comment,public relations,news,sake,or other metlia,without Me when Codseor of the appraiser.
5.The appraiser Me not disclose Me Contents of this appraisal report unless required by applicable law or asspedfieo in the Undone standard at professional Appraisal Practice.
6.Intrmation,esumates,and opinions lumished to the appraiser,antl contained in Me report,were obteimdttam sources considered reliable and believed m be me and correct.
However,no responsibility for accuracy of such Items furnished m the appraiser is assumed by the appraiser.
T.The appraiser required that there we no Home or numerical Conoitions of Me property,submit,orswcmres,which would render h more or less valuable.The appraiser assumes
no mommibfliy for such conditions,or for engineering or testing,which might be required to discwer such factors.This appraisal is rml an a made mental assessment of to propeM and
should not be considered as such.
8.The appraiser specializes in Me summer at real property and is not home inspector.building mnVacm6wucWral engineer,or similar men,unless otherwise noted.The appraiser
tlitl not Conduct the incensNe type of field Commanded of the end intended m seek and oiscomf r propeM defects.The Hewing of Me propeM and any tmpmvements is for purposes of
developing an opinion of the defined value arms property,given the intended use of this assignment smaienm regarding condition are based on wrtace observations only.The
.appraisecdm=no special for edm regarding issues iweluding,but not limited m:loundation.sememem,basement moism a problem,=6 demomng(or abler)insects,pest infestation,
'
moon gas,lead based paint,mold or emmmnmental Issues.Unlessolbewise indicated mechanical sysmmsaiere not activated or fasted.
This appraisal report should not be used to disclose the condition of Me mopeM ash relates to the presenceramence at delects The client is loved and encouraged to employ qualified
emeMto inspedand addres areas of mmem.If negarive condtons are discovered Me opinion of eadue maybe agemeo. -
Unless otherwise noted,the appraiser assumes Me Components Me consthutethe subject property Improvements)we fundamentally sound and in
worlcingorder.
-Arnmesing otte propeM byte apmaiserwes limited to tough observable areas.Unless owned anted ado end crawl space areas were not Crowded The appraiser did not owe
means.floor Coverage or other itemstat may rests Meviewingof the property.
g.Apmaisals fmmMng hypothetical cordieons related to completion of new construction,repairs or Customers based on the aswmpdon Mat each completion,alteration or award wdl
be competently performed.
10.Unless the intended use of firs appraisal specf6mlly includes issues of propeM advance coverage,thisepmaisil should not be used for Inch pumoses.Reproduction or
Replacement cost figures Used into cost approach are for v mon purposes only,given Me induced use ofthe assignment.The oe finton of Vaue used in this document is unlitey,
robe mnMsrentMth Me deanton of Insurable Valle for mopeMinwrance mverageMm.
=The ACI General Purpose Appraisal Report(GPAR—)Is not intended for use in transactions that require a Fannie Mae 300MFreddie Mac TO farm,
-also Imarm es Me Un Norm Residential Appraisal Report(URAR).
wAddhiona C=Ments Relined To Scope W Work,Assumptfonsand Limfling Gondhions
9par:d�w�s .ew . r
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Summary
Residential Appraisal'Report FIIeNC. 13-0093
Appraiser's Certification
The appralsedid terrifies Nat,to the best of We appraiser's knowledge and belief:
1.The smremen s of mp contained in Nis report are one and correct.
2.The reported authors,cormote.and connesions are limited only by the reposed assumptions and limiting conditions and are me appraiser's personal,impartial,antl unbiased
prolestional anahses,opinions,antl conclusions.
3.Unless othervime spited me appraiser has no present or prospective incest in the property that is me subject of this report ad has no personal interest am respect to the paNes
uncived.
4,The appraiser has no bias with respect to the property mausthe ormyntolth¢repanot m me parses involved rich this assignment.
5.The appraisers enOagement in this asagnmenlwas not Smoothens upon developing or reporting predetermined sesuhs.
6.The appraisers compenmten for completing this assignment is not contingent upon the sevdopmenr or reporting of a predetermines value or mrenon in value Mat tarots the cause of
Me Cand,me amount of me value opinion,the attainment of a stipulated result or the ocatrence of a subseriuem event directly related to me intended use of this appraisal.
7,The appraisers anahses,opinions,and conclusions were developed,ad m•H report has been prepared in conformity SAM the Uniform Strndams of Prakasimd Appraisal PrerRe.
S.Unless othervese noted,the appraiser has made a personal inspection of the property met IS me subject of this roped.
8.Unless noted below,an one provided significant real property appreem aces once in the appraiser signing this cartificaur n.Significant real property a ppraisdwsismnce govmrc1 by:
Additional Cerraicatlons:
Definition of Value: ❑X Adarketvalue, ❑Other Ve1ue:
Sourceat Oefinimn USPAP
The most probable price in terms of money which a property should bring In a competitive and open market under all
conditions requisite to a fair sale,the buyer and seller,each acting prudently,knowledgeably and assuming the price is not
affected by undue stimulus.
ADDRESS OFTHE PROPERTY APPRAISED',
213 Ridge Hill Road
Mechanicsburg,PA 17050
EFFECTIVE DATE OFTHE APPRAISAL:04/0512013
APPRAISED VALUE OF THE SUBJECT PROPERTY E 130,000
APPRAISER SUPERVISORYAPPRAISER
r j`
Signature: � —. � 2 ,7I
Home: Cassantlra J.Crockett i Name: Steven W.Barrett,SRPA,BRA,ASA
Surecerficasonk RLOO1348L State Cerlifirasona GA000298L
a Ocense a or License r
air Omer(deaaibe): Swop: Spite: PA
Sate. EapltationDate of Caro chmon or License: 06130/2013
EWrason Dareof Cedb=Dnar License: 06/3012013 Date of Signature: 04123 12012
Date m Signature and Report: 04/23/2013 Data of Property viewing. 04/0512013
Date of Property Viewing: 04105/2013 Degree 0propeMviemng:
DegteeciprepeMvirwim: ❑Interior and Enamor ❑Even.,Only ❑X ON not personaltyaew
X❑Intoner antl EStericr ❑Eaerim Only ❑Did not pencrest,Am
Jpar: nmmmmwwmcravam sm� wa� ne��e aa�� e a�aas�
Ppedpd WAR"'IGnea PUpa.dpirid atWn
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w�.. S.W.Barrett Real Estate&Appraisal Services
Summary
USPAPADDENDUM File NO. 13-0093
Borrower: Kenneth E.II,MCCLAIN
Property Address:213 Ridge HIII Road
City: Mechanicsburg County: Cumberland State: PA Zip Code: 17050
Lender: Griffis&Associates
Reasonable Exposure Time
My opinion of a reasonable exposure time for the subject property at the market value stated in this report is:90-190 days.
Additional Certifications
I have performed NO services,as an appraiser or in any other capacity,regarding thaproperty that is the subject of this report within the three-year
period immediately preceding acceptance of this assignment
CD HAVE performed services,as an appraiser or in another capacity,regarding the property that is the subject of this report within the three-year
period immediately preceding acceptance of this assignment.Those services are described in the comments below.
Additional Comments -
APPRAISER: C, SUPERVISORY APPRAISER(only if required);
7, /�
Signature: Lead 1i v / Signature:�� '� — '
Name: Cassandra J.Crockett i Name: Steven W.Barrett.SRPA,SRA,ASA
Date Signed: 04/23121113 Date Signed 0 412 312 01 2
State Certification#: RL001348L State Ceraflcabon#: GA000298L
or State License#: at State License#:
or Other(describe): State#: State: RA,
State: PA Expiration Date of Certification or License: 06130/2013
Expiration Date of Certification or License: 0613012013 Supervisory Appraiser inspection of Subject Property:
Effective Date of Appraisal:April 5,2013 <_J Did Not ❑Exterior-only from street ❑ Interior and Exterior
FLOORPLAN SKETCH
Client: Griffie&Associates File No.: 13-0093
Propedy Addre55:213 Ridge Hill Road Case No.:
City:Mechanicsbur State: PA Zip:17050
Is
n�vr
Wh Bad. Betlmom
'/� KtttMn
W.I.
Dining Mona BeEmom
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ermeYrmww-
CommenLt:
F PoRBp P E l Ara +16 qG�I1 �RSnil �i LIUI dfC' .fR. .•• d I
'pac Ilal ����'�!I NB ?: 0 IE rota ern a_ _
A1:A1 FSitthSloos f' :1Res0 -.1738-A; `F1s'e<Ylaor. s .
TO PoiDii't ABA, 1938Aa-
Lbicliy '' ,� SOS.i0 "r249
i
3
Net LFVABLE?Area (rounded) ,:'1728 1 Item (munded -1728'
SUBJECT PROPERTY PHOTOrADDENDUM
Client Griffie 8 Associates File No.: 13.093
Pfopedachanis5213 Ridge HIII Roatl Case No.:
CiN'Mechanicsburg Sale: PA Zip: 17050
g `"I FRONT VIEW OF
SUBJECT PROPERTY
Appraised Dale:April 5,2013
i l�V Appraised Value:$130,000
I
REAR VIEW OF
SUBJECTPROPERTY
I
i
II STREETSCENE
"
Client GriHie 8 Associates File No.: 13.0093
Pms:213Ridne Hill Road Case No.:
Ci :Mach echanicicsbur 'State:PA Zi :17050
g _
a t
nmaam+ewmmwcmvenaw...ox� rxn�mm�o
COMPARABLE PROPERTY PHOTO ADDENDUM
Client: Griffis 5 Associates - - File No.: 13-0093
Property Address:213 Ridge Hill Road Case No.:
City:Mechanicsburg !State: PA Zio:17050
COMPARABLE SALE#1
210 Ridge Hill Road
Mechanicsburg,Pa 17050
Sale Date:1112012
Sale Price:$150,000
COMPARABLE SALE#2
c
15 Timber Road
Mechanicsburg,Pa 17050
Sale Date:512012
_ Sale Price:$163,900
III COMPARABLE SALE#3
1 23 Chestnut Drive
Carlisle,Pa 17015
Sale Date:312011
Sale Price:$147,000
LOCATION MAP
Client: Griffie&Associates File No.: 13.0093
Prope0y Address:213 RMA&Hill Road Case No.:
UT Mechanicsbu State: PA 71F 17050
9 -3
9
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i
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i n' it
Comparable Sale 1
210 Ridge Hill Rd
1\1\� Mechanicsburg;PA 17050
y� (0.07 miles NNE)
�V
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✓ g'Fi cr _ �_ subject.
t13a ,1.1 rry 213 Ridge Hill Rd
Mechanicsburg,PA 17050
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' [23 mparable Sale 3 e a- O�r - Comparable Sale 2 t
ChChestnut Dr s I' 4P .15 Timber Rd
le,P 17015 Mechanicsburg,PA 17050
32.miles SW)
w B? (2.70 miles s)
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4
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Fie No.13-0093
�QUALIFICATIONS*"""'"*"*
The following checked items are SPECIFIC SPECIAL CONDITIONS that were identified by this appraiser during the
inspection of the subject property,the comparables sales,and thelrpneighborhoods and locations. Unless otherwise
noted,the conditions that apply to the subject property or the comparable sales used DO NOT AFFECT THE MARKET
VALUE OR THE FUTURE MARKETABILITY OF THE SUBJECT PROPERTY BEING APPRAISED. This is not a home
inspection service. This is an appraisal to estimate market value.
_1. The subject is located In a rural area and is less than 25%built-up
_x_2. Commercialllndustrial uses are located within the subject's neighborhood. These uses are typical of similar
neighborhoods.
_x_3. Vacant and undeveloped land uses are located within the subject's neighborhood. These uses are typical for
the area.
_4. The predominant value in the neighborhood is less than that of the market value of the subject property. This
Is due to the very wide range of value of properties in the area'.and superior quality of the subject property.
_5. The subject property is located in a F.E.M.A.Identified!Flood Zone. Flood insurance coverage is required and
suggested.
_6. Dampness is noted in the basement of the subject. Standing or running water was not present on basement
floor. This condition is considered typical In dwellings of thisistyle.'
_7. The subject property is serviced by private well andlonseptic systems-which is common for the area.
_x_8. The subject is older than five(5)years. All mechanicali systems including the heating,electrical and plumbing
systems appear upon a visual exterior inspection to be in working order. No warranties are implied in this statement.
_9. Repair items were noted in the comments section of the report, These comments on repair Items are for
descriptive purposes only and are not required repairs. The Items listed are cosmetic in nature.
10. The basement floor is a dirt floor. This condition is common and typical for the area.and does not pose a
_
health or safety hattard.
_11. The subject property does contain functional obsolescenceas noted in the report. This condition Is
considered typical and common for the area and this style dwelling?
_x_12.The land value exceeds.30%of total.value.due to the high demand for vacant land in this neighborhood. This
-condition,is.considered.common.and.typiml.forthe.nsidhborhood.'. ..._ ..-
_13. The land value exceeds 30%of total value. This is due to the large size of the site. This condition Is
considered to be typical and common.
_x_14. Individual adjustments were required that exceed 15%. These adjustments were required due to lack of more
similar comparables on that individual rating. All comparables used are the best available.
_x_15. Total adjustments exceed 25%. This is due to the lack of comparable sales that were more similar in the
subject's market area. All comparables used are the best available;
_x_16. One or more comparable sales are older than six(6)months: Although there are comparable properties in the
subject's area,none have sold recently; therefore,sales in excess Vf six(6)months have to be used. All comparables
used are the best available.
_x_17. One or more comparables used were in excess of one(1)mile from the subject property. Although there are
comparable properties in the immediate area,none have soldrreceritly. Therefore,it was necessary to use comparable
sales outside of the immediate area. All comparables used are located in similar neighborhoods and within the same
marketing area. All comparables used are the best available.
_18. The electrical system was not connected during inspection.
_19. The water service was not connected during inspection.
_20. The heating system was shut down during inspection.
_21. Roofing_Plumbing_Elec trical_Heating_certiflcation(s)is/are suggested.
_22. Inground swimming pool_,out buildings_are included—,not included according to lender's
guidelines.
_23. According to lenders guidelines a maximum of_acres were considered for this valuation. Remaining
acreage was given no value.
File No 13-0093
QUALIFICATIONS"*""*""*
_24. The subject property is located on a private road.
_25. Wood infestation inspection is suggested.
_x_26. Last recorded deed transfer: Da1e_2/20/2013_,Consideration:$1.00
_27. Proposed constructionlrenovation in accordance to plans and specifications to be completed in a workman-like
manner.
_28. Seller is paying part or all of closing costs.
_x_29. All comparable sales are verified closed sales.
_x_30. There are no special conditions or other requirements that would affect market value or future marketability in
the Appraisal Report.
_31. AMC fee was required in order to accept this appraisal request.
File No.13-0093
`*"*"'""*QUALIFICATIONS""""'*""*
Confidentiality and Security Policy
We consider privacy to be fundamental to our relationship with clients. We are committed to maintaining the
confidentiality,Integrity and security.of clients'personal information. Internal policies have been developed to protect
this confidentiality,while allowing client needs to be served.
We restrict access to personal information to authorized Indlviduakewho need to know this information to comply with
federal standards to protect your nonpublic personal information. We do not disclose this information about you or
any former consumers or customers to anyone,except as permitted,by law. The law permits us to share this
Information with our affiliates. The law also permits us to share this information with companies that perform
marketing.
When we share nonpublic information referred to above;the Information Is made available for limited purposes and
under controlled circumstances. We require third parties to complyewlth our standards for.security and confientiality.
We do not,permit use of consumer/customer information for any other purpose nor do we permit third parties to rent,
sell,trade or otherwise release or disclose information to any otherparty.
Education
As of the date of this report,I and/or Steven W.Barrett,SRPA,.SRA,IASA have completed the requirements under the
continuing education program of the Appraisal Institute and the American Society of Appraisers.
PS00 04/12/2013
Griffie&Associates
Bradley L. Griffie,Esquire
200 N. Hanover St.
Carlisle,PA 17013
Re: KENNETH E MCCLAIN,Deceased.
PSECU Reference# 5299789948431
Dear Attorney Griffie:
The above referenced person has an account with PSECU which was opened on
February 8, 1984. The Share accounts were individually held by KENNETH E MCCLAIN.
The Personal Service Loan(PSL) and Visa loan were individually held.
The following are the Date of Death Balances for KENNETH E MCCLAIN's account with
PSECU:
Account Date of Death Balances Interest—March 1-25
Shares:
(S1) Savings $725.72 $0.07
(S4)Money Handler $3,459.04—opened 6/4/99 $0.39
(S7)'Maacy`Market 4463-45,.97=opeaed-3/4/12 $6.68
Loans:
(Ll) PSL $0.00
(L9) Visa $0.00
Please provide us instructions on closing the decedent's account.
If you have any questions, please contact me at(717)234-8484 or toll-free at (800) 237-
7328,press 6, extension 3120.
Sincerely,
Sandy Fa ey /�
Member Service Representative
PSECU
Pennsylvania State Employees Credit Union
1 Credit Union Place, P.O. Box 67013, Harrisburg, PA 17106-7013 • 800.237.7328 • >>psecu.com
_......................,.........,,, .,. .....,..,_......,,... �,..�,,,,a,�a.o.u.,v.�..,�., r�i,., nnnnnn uurviumrn
vb
LINDEN HALL ANTIQUES
211 N.OLD STONE HOUSE ROAD
CARLISLE, PA 17015
717-2494978
To: Bradley L. Griffis,Esquire
Griffie &Associates
200 North Hanover Street
Carlisle, PA 17013
From: William G. Rowe,Appraiser
Linden Hall Antiques
211 N. Old Stone House Road
Carlisle, PA 17015
Re: Personal Property Appraisal
Estate of Kenneth B. McClain, II
Date: April 11,2013
LIVING/DINING ROOM
Corner cupboard $1,750.00
Wash stand $100.00
Comer cupboard contents-antique dishes $115.00
Table/chairs $150.00
Rocker $65.00
Reels $35.00
Sofaset-no-value $mo
T.V. $85.00
Co ee tabje ;,$,SLQ;,P-Q
Lounge $45.00
Blanket chest $125.00
Mirror $40.00
Closet items $10.00
Kitchen&-household-small appliances $90.00
T.V.-no value $0.00
UPSTAIRS
Christmas items $10.00
BEDROOM
High chest $25.00
Fishing_gear $200.00
Print $10.00
Bicycle $10.00
Exercise equipment $50.00
BEDROOM
Bedroom set $55.00
Marble-top stands $40.00
Stained glass window $100.00
Chest $10.00
BEDROOM
Desk/chair $10.00
Toys $10.00
McClain Appraisal 1 04/11/2013
1
Coffee table $20.00
Sewing cabinet $10.00
Train set $50.00
Miscellaneous household $10.00
CLOSET
Trolling motor $35.00
Hunting clothes $15.00
PORCH
Grill $35.00
Metal chairs(2) $30.00
BASEMENT
Cabinet $10.00
Ladder $10.00
Compressor $25.00
Miscellaneous garage Items $45.00
Air-conditioning units(2) $20.00
Washer/dryer $90.00
Wards mower $350,00
Bedroom set $100.00
Bicycle $30.00
Mercury motor $85.00
Bush Hog-antique $25.00
Snow blower $250.00
Tools/tool cabinet $110.00
Miscellaneous tools $45.00
Floor jack $1:0.00
John.Deere tractor-parts only .$30-.00
.Wheel barrow.
Chain saws(2)-parts $20.00
Miscellaneous garage&outdoor tools/accessories $45.00
TOTAL .$4,695.00
William G. Rowe i
McClain Appraisal 2 04/1112013
JUSTIN .MYERS REPAIR ORDER
General.Repair 1 1
425 Steelstown Road NAME S '7 L o'
Newville,PA 17241
(717) 776-4743•• (717) 991-3182 ADDRESS
AMT. PART NO, NAME[OF.PART SALE
AMT. CITY - �yl✓: .l ! Q.J 6
DATE PHONE
3 Q hM,
YEAR, KE MODEL lwni ..BY
Y .DESCRIP;TIONxOF�WO RK AMOUNT
i
Ia _! O
9
vi 61 r►.n ) Q
+ 3 DO PQ
ull� IT Ole
i
'�+'z°• - - LABOR
I ONLY
PARTS
SUB
TOTAL
TAX
TOTAL PARTS AUT RIZED BY TOTAL
ESTIMATES AREFOR LABOR I HEREBY AUTHORIZE THEABOVE REPAIR WORKTO BE DONE ALONGWITH NECESSARY MATERIALS.
YOU AND YOUR EMPLOYEES MAY OPERATE ABOVE VEHICLE FOR PURPOSES OF TESTING,INSPECTION
ONLY, MATERIAL ADDITIONAL OR DELIVERY AT MY RISK,AN EXPRESS MECHANIC'S LIEN IS ACKNOWLEDGED ON ABOVE VEHICLE TO PAY THIS
SECURE THE AMOUNT OF REPAIRS THERETO.IT IS UNDERSTOOD THAT THIS COMPANY ASSUMES NO
RESPONSIBILITY FOR LOSS OR DAMAGE BY THEFT OR FIRE TO VEHICLES PLACED WITH THEM FOR AMOUNT
STORAGE,SALE,REPAIR OR WHILE ROAD TESTING.
Pagi 1 of 1
Barrick's Towing Estimate
691 Willow Grove Rd 1071
Carlisle,-PA 17015 Estimate Rat#1,,071
Shop Phone: (717)240-0122 Date Printed:03/28/2013
Printed Time: 7:31 am
i
Hot'Rot. Time Promised:
Myers,Justin 1992 CHEVROLET. K1500 V8 6.71-350CID FI GAS N K I .
VIN: 1GCEK14K1NE168$27
License: Mileage In:0 Date Written: 0312812013
Homei Work: unit#: Mileage Out:0 Written By: Richard Barrick
CeII: Dom: Save Old Parts: No
Job Niame Description ?echnician Qty List Ezte ded
Note lTiIle.
':Truok is in poor physical and mechanical condition and would require new tires and rust repair to be inspected. Estimated value$250.00.
spa Parts: $0.00
Payment Date Type Method Amount Labor: $0.00
Sublet: $0.00
p ' Misc: $0.00
Payment Totals:
Hazmat: $0.00
Supplies: $0.00
Tax Total: $0.00
Invoice Total: $0.00
I hereby authorize the above repair work to be done along with the necessary material and hereby grant you and/or your employees permission to operate the
ear or truck herein described on streets, highways or elsewhere for the purpose of testing and/or Inspection. An express mechanic's lien is hereby
acknowledged on above car or truck to secure the amount of repairs thereto.
Page 1 of 1
Barrick's Towing Estimate
591 Willow Grove Rd 1072
Carlisle,PA-17015, Estimate Rat#1,072
Shop Phone: (717).240-0122 Date Printed:0 3/2 812 01 3 .
Printed Time: 7:40 am
HOW: Time Promised:
Myers,Justin 1997 CHEVROLET TAHOE V8 5.71-350CID Fl GAS:N R
_V.INi 1GNEK13RXVJ411138
License: Mileage In: 0 Date Written: 03/2012013
Home: Work: unit#: Mileage Out: 0 Written By: Richard Barrick
Cell: Dom: Save Did Parts: No
Technician Job Name Description Qty List Extended
Job#1
Notetifltle
Bluebook value is set at$1486.00 in running condition.Vehicle needs engine replaced at a cost of$1272.00 to meet this criteria. In
current condition estimated value is$196.00
------------------------------
Parts: $0.00
Payment Date Type Method Amount Labor: $0.00
Sublet: $0.00
Misc: $0,00
Payment 'Totals:
Hazmat: $0:00
Supplies: $0,00
Tax Total: $0.00
Invoice Total:
hereby authorize the above repair work to be done along with the necessary material and hereby grant you and/or your employees permission to operate the
:ar or truck herein described on streets, highways or elsewhere for the purpose of testing and/or inspection. An express mechanic's lien is hereby
acknowledged on above car or truck to secure the amount of repairs thereto.
q„ natty Time