Loading...
HomeMy WebLinkAbout12-03-13 J 150561�105 REV-1500 EX(oz-ii)(FI) .: PA Department of Revenue pennsylvania OFFICIAL USE ONLY Bureau of Individual Taxes """TM` �`"`�`"�` County Code Year File Number PO BOX z8o6oi G INHERITANCE TAX RETURN Harrisburg,PA i'7iz8-o6oi RESIDENT DECEDENT �/ �3 �1�7 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of BiRh MMDDYYYY ___ ___..__. _ _ ___ _ ' ' 06l27/2013 ' 02/18/1950 DecedenYs Last Name Suffix DecedenYs First Name MI __ __ __ _. _ . _. _ _. ' Finkenbinder ; ', Albert R _ _..... ; _ __._ ; : (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI 'I n/a _.. __.. _......_.. _ Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW � 1.Original Retum O 2.Supplemental Return O 3. Remainder Retum(Date of Death Prior to 12-13-82) O 4.Limited Estate O 4a. Future Interest Compromise(date of p 5. Federal Estate Tax Return Required death after 12-12-82) C� 6. Decedent Died Testate O 7.Decedent Maintained a Living Trust _ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) O 9.Litigation Proceeds Received O 10.Spousal Poverty Credit(Date of Death O 11. Election to Tax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT— THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number 'Ronald E. Johnson, Esq (717)243-0123 _ _ REGISTER 0��611LLS USE�ILY G �' PT'1 � First Line ofAddress � � � �'? C'� _.._... __ _. %O ,—� 78 West Pomfret Street ' rn � � `� —'�a � _ ' � y> r ra7r�'� Second Line of Address � �= � W -�r� "-� _ _ ::s Ct> �;`,,� � C�. °�' �-ti ; ,�,.... � . ; ""�'1 �.:) ; ["'s , --: '' C"+ 7 � �. , DAFE-�ILED . ... City or Post O�ce State ZIP Code ��. �� �� . ;: ��� � �"r� Carlisle PA 17013 __; ;, � __ :� .._ �-� �� �.� y'�. ^, / U CorrespondenYs e-maii adaress:rejohnson@pa.net Under penalties of perjury,i declare that I have examined this retum,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and wmplete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. �AT� „E��jJN RESPO ,FI�� Q��T�N� /I��/�� � Lf/ �f:J �li�� J ADDRESS c/ 7 est Pomfret St , Carlisle, PA 17013 F R RE PRESENTATIVE DATE � ADDR SS c/o 78 West Po et Street, Carlisle, PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 � 1505610105 1505610105 � 7 � � 1505610205 REV-1500 EX(FI) DecedenYs Social Security Number DecedenYs rvame: Albert R. Finkenbinder ! 187-44-9566 ', RECAPITULATION __.... _...._...... 1. Real Estate(Schedule A). ............................................ 1. I 113,000.00 ' 2. Stocks and Bonds(Schedule B) ....................................... 2. i 0.00 ' 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) ..... 3. 0.00 4. Mortgages and Notes Receivable(Schedule D)........................... 4. ' 0.00 ', 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E)....... 5. ' 907.40 6. Jointly Owned Property(Schedule F) O Separate Billing Requested ....... 6. 0.00 ', s._ �......__ ...__�._.� . � _.�-�__ ...._,. 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested........ 7. 0.00 ' 8. Total Gross Assets(total Lines 1 through 7)............................. 8. 113,907.40 9. Funeral Expenses and Administrative Costs(Schedule H)................... 9. ' 14,889.06 ' 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............... 10. I 61,003.88 ', 11. Total Deductions(total Lines 9 and 10)................................. 11. 75,892.94 ' 12. Net Value of Estate(Line 8 minus Line 11) .............................. 12. ; 38,014.46 ' 13. Charitable and Govemmental BequestslSec 9113 Trusts for which °-° °°--°°•°-•-• _......_.� �,������� .__..,,; an election to tax has not been made(Schedule J) ........................ 13. ! 0.00 ' 14. Net Value Subject to Tax(Line 12 minus Line 13) ........................ 14. 38,014.46 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or _.... _,. trans ers un er ec.9116 __ _ _ __ _ __ �a)�1.2)X.0_ 15. ' 16. Amount of Line 14 taxable . -...... ,,,,,,,,,,,,,,, ,,_.����. ....... . . : �..v�� ��....,,._,..... ......_ ._.....,,,.,_. __.w_..�..�,�..... at lineal rate X.0 45 ' 38,014.46 ''. �g. 1,710.65 _....,.,,, ...._ ��...w,,.�...... __.. ........... . . ._ _w�_._.._..... 17. Amount of Line 14 taxable at sibling rate X.12 17.I ' _...... _____�..�_�����,,,,,,,,,,,,,,,,,,,_� _......._ __,_ _.._.,.......,...,...,,,�.,�.,�_������_� _�_..__.: 18. Amount of Line 14 taxable ' at collateral rate X.15 18. : 19. TAX DUE......................................................... 19.' 1,710.65 ' 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPQYMENT p $ide 2 � 1505610205 1505610205 J REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: DECEDENTS NAME Albert R. Finkenbinder STREETADDRESS 55 Back Street CITY STATE ZIP Plainfield PA 17081 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 1,710.65 2. CreditslPayments A.Prior Payments 0.00 B.Discount 0.00 Total Credits(A+g) (2) 0.00 3. interest (3) 0.00 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2,Line 20 to request a refund. (4) 0.00 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 1,710.65 Make check payable to: REGISTER OF WILLS,AGENT. �� r < �: �,��,x f : �,,,�,.,��,� ,..�.. .... ., . .... ,,,:; ,�,.�;�� ,.,,..,_ :. ., ... . , .. , .. . � % ,.�,�,;�,.,. 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.......................................................................................... ❑ � b. retain the right to designate who shall use the property transferred or its income ............................................ ❑ � c. retain a reversionary interest.............................................................................................................................. ❑ � d. receive the promise for life of either payments,benefits or care?...................................................................... ❑ � 2. If death occurred after Dec.12,1982,did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................................. ❑ � 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death?.............. ❑ � 4. Did decedent own an individual retirement account,annuity or other non-probate property,which contains a beneficiary designation? ........................................................................................................................ ❑ � IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. , ��°K���.�..-°°�-- .�:,�,r�:�; + ,_.,���d'.� ��Y ��F�-o �.,�,�`.,:.. ' .. -- - .: , �.: .. . .F �.���`��, _ �.�' ..,.; ,...,,,. ,,,�,,�� ��� , .x,r�,�:.„��*� �,��.:,A:��r..A�. �.t 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)(i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the suroiving 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 decedenYs lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)]. . The tax rate imposed on the net value of transfers to or for the use of the decedenYs siblings is 12 percent[72 P.S.§9116(a)(1.3)].A sibling is defined, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. LAST WILL AND TESTAMENT OF ALBERT R. FINKENBINDER I, ALBERT R. FINKENBINDER, of West Pennsboro Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament,hereby revoking all other wills and codicils heretofore made by me. FIRST: I direct that all my just debts and funeral expenses,including my grave marker, shall be paid from the assets of my estate as soon as practicable after my decease. SECOND: I give, devise and bequeath my real estate situate at 55 Back Street, Plainfield,Cumberland County,Pennsylvania subj ect to any mortgage thereon and together with any insurance thereon to my daughter, BRANDIE BATCHELDER if she is living at the time of my death. Should my daughter, BRANDIE BATCHELDER predecease me, then I give, devise and bequeath said real estate to my son, JEREMY R. FINKENBINDER. THIRD: I give, devise and bequeath the residue of my estate, of every nature = and wherever situate, equally to my children,namely,BRANDIE BATCHELDER,JEREMI'R. FINKENBINDER and CHRISTOPHER E.FINKENBINDER,provided that the share of any of my children who predeceases me or dies on or before the thirtieth day following my death, shall be , distributed to his or her issue, per stirpes, living on the thirty-first day following my death, and in default of such then living issue, such share shall be added to the share or shares for my other � children. FOURTH: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed,shall be paid from my residuary estate as a part of the expense of the administration of my estate. � FIFTH: I nominate, constitute and appoint my daughter, BR.ANDIEBATCHELDER, Executrix of this my Last Will and Testament. Should my daughter, - BRANDIE BATCHELDER, fail to qualify or cease to act as Executrix,I appoint, JEREMI'R. FINKENBINDER, Executor of this my Last Will and Testament. Rev-isoz ex+�iz-iz) � pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Albert R. Finkenbinder 21-13-0759 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 that is jointly-owned with right of survivorship must be disclosed on Sthedule F. Attach a copy of the settlement sheet if the property has 6een sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in comman. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1• ALL THAT CERTAIN tract of land with the improvements thereon erected situate in West Pennsboro Township,Cumberland County,PA having thereon erected a 1 1/2 story frame `dwelling known and numbered as 55 Back Street,Plainfield,PA 17081. , See Cumberland County Deed Book 259,Page 132(see appraisal attached) 69,000.00 ' 2. ALL THAT CERTAIN tract of land with the improvements thereon erected situate in Girard Township,Cleafield County,PA containing 2.31 acres and improved thereon with a 1 1/2 story cabin and known and numbered as 515 Jury Drive,Frenchville,PA 16836. See Clearfield County Deed recorded at Instrument No:200714750(see appraisal attached) 44,000.00 TOTAL(Also enter on Line 1, Recapitulation.) $ 113,000.00 If more space is needed,use additionai sheets of paper of the same size. BASSETT APPRAISAL SERVICES File No.13-185 APPRAISAL OF �: �. � ,�, :� � � � ' � � — ___.. .� . . .. � ��,. . -,. _ s � , �: ,.� _ . m s. . ,. , � ,�; � ',� •=; � Summary Appraisai Report LOCATED AT: 55 Back Street Plainfield,PA 17081 FOR: Ronald E.Johnson,Esquire 78 West Pomfret Street Carlisle,PA 17013 � BORROWER: N/A AS OF: August 20,2013 BY: William A.Bassett PA General Certified Appraiser/PA-GA001618L BASSETT APPRAISAL SERVICES File No.13-185 August 26,2013 Ronald E.Johnson,Esquire 76 West Pomfret Street Carlisie,PA 17013 File Number: 13-185 Dear Sir or Madam: In accordance with your request, I have appraised the real property at: 55 Back Street Plainfield,PA 17081 The purpose of this appraisal is to develop an opinion of the market value of the subject property,as improved. The property rights appraised are the fee simple interest in the site and improvements. In my opinion, the market value of the property as of August 20,2013 is: $6s,000 Sixty-Nine Thousand Dollars The attached report contains the description, analysis and supportive data for the conclusions, final opinion of value, descriptive photographs, limiting conditions and appropriate certifications. Sincerely yours, W���Cl.f��a���, William A.Bassett PA General Certified Appraiser/PA-GA001618L BASSEiT APPRAISAL SERVICES Pro ert oescri cion UNIFORM RESIDENTIAL APPRAISAL REPORT FileNo. 13-185 Pro ert Address 55 Back Street Ch Plainfield State PA Zi Code 17081 Le al Descri tion Deed Book 256/Pa e 132 Count Cumbe�land Assessors Parcel No.TaX ID#46-18-1394-074 Tax Year 2013 R.E.Taxes 8 1 541 S ecial Assessments E 0 Borrower N/A Current Owner Estate of Albert Finkenbinder Occu ant: Owner X Tenant Vacant „ Pro e ri hts a raised X Fee Sim le Leasehold Pro'ect T e PUD Condominium HUDNA onl HOAS 0 /Mo. Nei hborhood or Pro ect Name West Pennsbor0 TOwnShi Ma Reference Ma 18-1394 Census Tract 0128.00 Sale Price E N/A Date of Sale N/A Descri tion and 8 amount of loan char es/concessions to be id seller LendedClienc Ronald E.Johnson Es uire Address 78 West Pomfret Street Carlisle PA 17013 A raiser William A.Bassett Address 716 West North Street Carlisle PA 17013 Localion Urban X Suburban Rural Predominant Sing lefamilyhousing Presen[landuse% Landusechange BuiR up ❑Over 75% QX 25-75% ❑Under 25% occupancy PRICE AGE One famil 70 X Not like s(000) (yrsl Y ❑ �j �Likely Growth rate ❑Rapid QX Stable ❑Slow QX Owner 50 Low 40 2-4�amily ❑In process Propertyvalues ❑Increasing QX Stable ❑Declining ❑Tenant 150 Hi h 120 Muhi-family To: DemanNsupply ❑Shortage �Inbalance ❑U�ssupply QX Vaorrc(45%) `'?Predominant r ! Commercial Marketin 8me Under3rtros. X 3•6mos. Over6mos. v�m(�sx� 90 70�VaCant � 30 Note:Race and the racial composi[ion of[he neighborhood are not appraisal fac[ors. Neighborhood boundaries and characcerisiics: Le islative Route 233 to the west Le isiative Route 944 to the North McAllister Church Road to ; the east Le islative Route 11 to the south � Factors that affect the marketability of the properties in the neighborhood(proximity to employment and amenities,employment stability,appeal to market,etc.): � Sub'ect Pro e is located in West Pennsboro Townshi a roximatl 5 miles from the Borou h of Carlisle. Cariisie is the ma'or •• em lo ment and o ulation center for the western section of Cumberland Coun . The local nei hborhood is rimaril residential and a riculatural land. Market conditions in the subject neighborhood(including support for the above tonclusions related to the Vend of property values,demandlsupply,and marketing time --such as data on competitive properties for sale in the neighborhood,description of the prevalence of sales and Financing concessions,etc.): Pro e values are currentl stable to sli htl increasin . Interest rates ren e between 3.5 to 5 er cent for conventional FHA and VA financin within the Carlisle Market Area.The local market conditions a ear to show a stead flow of saies within the ast three months.. � Project Information for PUDs(If applicable)--Is the developer/builder in conVOl of the Home Owners'Association(HOA)7 YES NO , Approximate total number o(units in the subject project N/A Approximate total number of units for sale in the subject project Describe common elemen[s and recreational facilities: Dimensions See Le al Descri tion Topography Levei Site area 1.34 acreS Comer Lot Yes X No Size OvefSiZe Lot Specific zoning classification and description Shape 1��2 ular Zoning compliance QX Legal ❑Legal rwnconfaming(Grandfathered use) Illegal No zoning Drainage Ade uate Hi hest&best use as im roved: X Present use Other use ex lain View Residential Utilities Public Other Off-sitelmprovements Type Public Private Landscaping Avera e ElecvicRy QX Sveet Macadam Q ❑ Driveway Surface G�avel/Stone Gas ❑X Curblgutter None ❑ ❑ Apparent easements NOne Water ❑On Site Well Sidewalk None ❑ Q FEMA Special Flood Hazard Area Yes X No Sanitary sewer XQ Sveet lighu None ❑ ❑ FEMA Zone X Map Date 03/16(2009 Storm sewer Alle NOne FEMA Ma No. 42041 CO208E Comments(apparent adverse easements,encroachments,special assessments,slide areas,illegal or legal nonconforming zoning,use,etc.): GENERAL DESCRIPTION EXTERIOR DESCRIPTION FOUNDATION BASEMENT INSULATION No.of Units 1 Foundatlon St0�8/CO� Slab 2S Area Sq.Ft. 0 Roof NOn2 ❑ No.of Stories 1.5 Exterior Walls Vi� I Gawi Spaoe NO %Finished 0 Ceiling NOne ❑ Type(DetJAtt.) Detached Roof Surface Metal Basement None Ceiling N/A Walis None ❑ Design(Sryle) 1.5 Sto Gutters&Dwnspts. AlUminUm Sump Pump None Walls N/A Floa None ❑ ExistinglProposed Existin WindowType Th2mtODH Dampness None Floor N/A None None ❑ Age(Yrs.) 100+/_ Storm/Screens No/Yes Settlement None Outside Ernry N/A ummo�n None ❑ EBectiveA e rs. 20 ManufacmredHouse N/A Infestation None . ROOMS Fo er Livin Dinin Kitchen Den Fami Rm. Rec.Rm. Bedrooms k Baths Laund Other Area S.Ft. Basement . Levei 1 area 1 1 514 � Level2 1 2 1 646 0 • Finished area above rade contains: 5 Rooms; 3 Bedroom s; 1 Bath s; 1 160 5 uare Feet of Gross Livin Area • INTERiOR Materials/Condition HEATING KITCHEN EQUIP. ATTIC AMENITIES CAR STORAGE: Floors C Wln VAv Type Non@ ReFrigerator ❑ None ❑ Fireplace(s)9None ❑ None ❑ ' Walis Panel/D ail/Av Fuel N/A RangelOven QX Stairs ❑ Patlo None � Garage M of cars TrimlFinish WOOd/Av CondhionN/A Disposal ❑ Drop Stair ❑ Deck None ❑ Attached 0 Bath Flow Vin I/Av COOLING Dishwasher Q ScutUe QX Porch F�ont X❑ Detached 0 Bath Wainscot D all/Av CenVal None FaNHood ❑ Floor ❑ Fence None Q BuiR•In 0 Ooas WOOd/Av Other N/A Microwave ❑ Heated ❑ Pool None Q Carport 0 ConditionN/A WashedD er Finished None Drivewa 2 Additional features(special energy efficient items,etc.): FrOnt PorCh Reaf Concrete stoo 3 detached sheds,Wood Stove Condition of the improvements,depreciation(physical,functional,and external),repairs needed,quality of construction remodelingladditions,etc.: C3'NO u dates in the rior 15 ears�Sub'ect ro e is in avera e conditon. Sub'ect ro e has no central heat s stem. Onl heat source is a wood stove located on first level and heat is ravi heat to the second floor. • Adverse environmental conditions(such as,but not limited to,hazardous wastes,toxic substances,etc.)present in the improvements,on the site,or in the immediate vicinity of the subject property: NO 8dv8fSE COfldtionS. Fretld'e Mac Fam 70 697 PAGE 1 OF 2 FanNe Mae Fam 1001 693 PradcN wg Ap sdlwsk�0.7lId7I7 Mr.w.rnwL.mm BASSETT APPRAISAL SERVICES va�uac�onseccion UNIFORMRESIDENTIALAPPRAISALREPORT FileNo. 13-185 ESTIMATED SITE VALUE,,,,,,,,,,,,,,,,,,,,,,,,,,,=S Comments on Cost Approach(such as,source of cost estimate, ESTIMATED REPRODUCTION COST•NEW OF IMPROVEMENTS: site value,square foot calculation and for HUD,VA and FmHA,the Dwelling 1,160 Sq.Ft.@ S =E 0 estimated remaining economic Iife of the property): Bsmt.0 Sq.F�C�S = 0 The Cost A roach will enerall result in an excellent = estimate of value if the buildin is new or reasonabi new • GaragPJCarpac 874 Sq.Fi c�5 = 0 and the im rovements reflect the hi hest and best use of the - Total Estimated Cost New =E 0 land.However when items of h sical de reciation must be Less 50 Physical Functional Extemal Est.Remaining Econ.Life: -20 estimated an area Of'ud ement i5 involved whiCh is Sub�eCt � Depreciarion -E 0 to error.The Cost A roach was not utilized Depreciated Value oF Improvements ,,,,,,,,,,,,,,,,,,, =E 0 'As•is'Value of Site Improvements,,,,,,,,,,,,,,,,,,, =S INDICATEDVALUEBYCOSTAPPROACH • =E 0 ITEM SUBJECT COMPARABLE N0.1 COMPARABLE N0.2 COMPAR4BLE N0.3 55 Back Street 300 Grahams Woods Road 1204 Centerville Road 898 Grahams Woods Road Address Plainfield Carlisle PA 17013 Newvilie PA 17241 Newville PA 17241 P�oximit to Sub'ect ' 2.80 miles WNW 7.64 miles SSW 5.17 miles NW Sales Price S N/A ' 'E 98 000 °8 96 000 33 E 72 000 PricelGrou Liv.Area S 0.00 � E 54.51 � S! S 65.93 IA ' E 44.97 � Data andlor DOM 303 DOM 31 DOM 90 verificacion Sources Court House Records Court House Records Court House Records VALUEADJUSTMENTS DESCRIPTION DESCRIPTION +(-)SA usbneM DESCRIPTION .(-�snausmiem DESCRIPTION ,(ds smem SalesorFinancing ' ArmLth ArmLth ArmLth Concessions $2 940 $3 000 None Date of Sal�me N/A ` 7/5/2013 � 11/28/2012 � 09/04/2012 � Locacion N'Res' N•Res' ' N•Res' ' N•Res' ' LeaseholNFees' Fee Sim le Fee Sim le Fee Sim le Fee Sim le Sfte 1.34 acres .44 acres 1.04 acres 1.99 acres View Residentiai Residential Residential Residential Desi n and A eal 1.5 St0 1.5 St0 1.5 St0 2 St0 4ua ofConvucvm Avera e Avera e Avera e Avera e A e 100 Years 100+/- ears 83 ears 100+/- ears Condicion Avera e Avera e to Good � -7 500 Avera e to Good � -7 500 Avera e Above Grade Tomi'ed�s' e�ns ro�ai' sd�s� aaua ro�ai'em�m� eams rarei' m�ns� ea�rts _ Room Count 20 5 � 3 � 1 7 � 3 � 2 -2,000 6 � 3 � 2 -2,000 6 � 3 � 2 -2,000 . Gross Livin Area 1 160 S .Ft. 1 798 5 .Ft. � -12 760 1 456 S .Ft. � -5 920 1 601 S .Ft. -8 820 � Basemerrc&Flnished None Partial Bsmt 0 Full Bsmt None Rooms Below Grade Unfinished -2 500 Unfinished -2 500 - FuncUonal util' Avera e Avera e Avera e Avera e � Heatin Coolin None OHWBB/None -3 000 OHWBB/None -3 000 OFHA/None -3 000 � Ener Efidera hems None None None T ical Gara elCar ort None None 2 car ara e -5 000 None - Porch,Pacio,Deck, Front Porch Porch/Deck Front Porch Front Porch Fire lace s,ecc. Woodstove None 2 500 None 2 500 None 2,500 Fence,Pool,etc. None None None None Fire lace None 1 F!P -3 500 None None Net Ad'. total + X - '8 28 760 + X • 'E 23 420 + X - '$ 11 320 Adjusted Sales Price Gross: 34.4 Gmss: " 29.6' Gross: 22J';' of Com arable Net: -29.3:S 69 240 Net: --24.4 E 72 580 Ner. -15:7'"E 60 680 Comments on Sales Comparison(including the subject property's compatibility to the neighborhood,etc.): COri1 arables Nos.1 and 2 are located within - Middiesex Townshi ,same as the sub'ect ro e . Com arable Nos.3 is located within the ad'oinin townshi within a short distance of the sub'ect ro e .All the com arables are similar to the sub�ect ro e as to s le and utili with ro er ad'ustments made for differences. ITEM SUBJECT COMPARABLE N0.1 COMPARABLE N0.2 COMPARABLE N0.3 Dace,Price and Daia None None None None So�rceforpriorsales Ct.Hs.Rec. Ct.Hs.Rec. Ct.Hs.Rec. Ct.Hs.Rec. wilhin r of a isal Analysis of any current agreemem of sale,option,or listing of the subject property and analysis of any pria sales of subjecl and comparables wilhin one yearofthe date of appraisal: Sub'ect ro e has not sold within the ast three ears.Ali the com arables have not sold or been listed the ear rior to the existin sale. INDICATEDVALUEBYSALESCOMPARISONAPPROACH ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,$ 69000 INDICATEDVALUEBYINCOMEAPPROACH If licable Estima[edMarketRentE M1o.xGrossRernMulti lier =S N/A This appraisal is made X 'as is' Q subject rothe repairs,ahera6ons,inspeUions orwnditions listed below Q subjectro completion per plans and sperd�caGors. CondrtronsoFAppraisai: The sub'ect ro e was a raised in AS IS Condition. Final ReconciliaUon:Market Anai sis consistentl su orts m estimated market value. GRM and Cost Anal sis was found ina o riate for this anal sis. Greatest wei ht is a lied to the Market Data Anal sis. Su ortin file information substantiates these estimates. • The purpose oF this appraisal is to estimare the market value of the real property that is the subject of this report,based on the above conditions and the certiFicatlon,cordirgerR and limiting condRions,and market value definition that are stated in the attached Fredde Mac Fam 4391Fannie Mae Fam 10046(Revised ). I(W�ESTIMATETHEMARKEfVALUE,ASDEFINED,OFTHEREALPROPERTYTHATISTHESUBJECTOF7F@SREPORT,ASOF AU USt 20 2013 � (WHICHISTHEDATEOFINSPECTIONANDTHEE ?�EDATEOFTHISREPOR�TOBES 69,000 . APPRAISER: �����.� : SUPERVISORYAPPRAISER(ONLYIFREQUIRED): Siqnature�y�,��, C��h9�� Siqnature ❑Did ❑Did Not Name WilliBm A.Bas52tt Name Inspect Property Date Reoort Signed 08/26/2013 Date Re ort Si ned State Cenification# GA001618L State PA State Certification k State Or State License+1 State Or State License I Stare Fretld"e Mac Farm 70 G93 PAGE 2 OF 2 FanrYe Mce Fortn 1001 693 RodcM uug AQ w�we,B00.33/9727 rmw.�rL.mm Bassett Appraisal Services Amon, Shimmel &Walsfi App�aise�s File No.FinkenbinderEst9/13 October 2,2013 Brandie Batchelder,Executrix 519 Shed Road Newville,PA 17241 File Number: FinkenbinderEst9/13 Dear Ms.Batcheider: In accordance with your request,I have appraised the real property at: 515 Jury Drive Frenchville,PA 16836-7705 TFie pu�pose oT tfiis app�aisal is to develop an opinion oT the ma�ket value oT tfie su6ject properry,as improved. The property rights appraised are the fee simple interest in the site and improvements. In my opinion,the market value of the property as of September27,z0�3 is: $aa,000 Forty-Four Thousand Dollars The attached report contains the description, analysis and supportive data for the conclusions, final opinion of value, descriptive photographs, limiting conditions and appropriate certifications. Respectfully submitted, �..�.� P. W�. Thomas P.Walsh Certified Residential Appraiser TPW 108 South Front Street,Clea�eld,PA 16630 (814)765-1771/(814)765-9536 FAX Suinmary App�aisal Report Pro ert Descri uon UNIFORM RESIDENTIAL APPRAISAL REPORT piieiuo. FinkenbinderEst9/13 Pro Address 515 Ju Drive C' Frenchville State PA ' Code 16836-7705 Le al Descri tion Instrument Number 200714750 Coun Clearfield Asseswrs Parcel No.114-N4-9 Tax Vear 2013 RE.Taxes S 312.67 S cial t�ssessmenis S None Boimwer N/A CurrentOwner Finkbinder Albert Oau am: X Owner TenaM Vacant 'hts a ised X Fee Sim le Leasehold Pro'ecl T PUD Condominium HUDNA on HOAS NOne IMO. •• Ne'hborhood or Pro' Name Gifard TOwnshi Ma Reference WA Census Trad 3307.00 Sale Price E N/A Date of Sale N/A De 'tion and S amount of ban char eslconcessions to be id seMer NJA LenderlCEent Brandie BatChelder Executrix Address 519 Shed Road Nevwille PA 17241 A iser Thomas P.Walsh Address 108 South Front Street Clearfield PA 16830 Location Ufban Suburban X Rufal Predominant Sing lefamilyhousing Resentlanduse% Landusechange Buill up Over 75% X 25-75% Und�25% °�P'^cy PRI�CE ?� One Family 40% X Nol likely ❑Likely Growlh rate Rapid X Slable Sbw X Own� 10 Low 1 2-4 famlly 5% �In process Propertyvalues Increasing X Stable Decfining Tenant 250 Hi h 100 AAilo-famly 0% To:— Demandlsupply Shortage X In�nce Qers{�p,r X Vaort�l5%) Predominant Commercial 5% Marke6n time UrMer3 mos. X 3-6 mos. Over 6 mos. va��sx 60 40 Vacant 50% Note:Race arM the racial canposition d the neighborhood are not appraisal fadors. Neighborhood boundaries and characteristics: See Attached Addendum ' Fac[ors ihat aflect the markelability of the properties in the neighborhood(proximity to empioyment and amenftles,employment slability,appeal to market,etc.): There are no a arent adverse factors which would affect the sub'ecPs marketabili .Distance to em I ment and sho in is icai •' of rural nei hborhoods in the coun .Market a ral of the nei hborhood is avera e. Ma�ket cohtlitlons in the SobJea nefghborhood(including support for[he above conclusions related to the vend of properly values,detnanNsupply,anA marketlng tlme --such as data on competNVe properties for sale in the neighborhood.description of the prevalence of sales and financing concessions,etc.): , Market conditions are avera e at the resent time.Loan terms are favorable and mort a e mon is available.Loan discounts and seller concessions in financin are becomin more common in the local area.Economic conditions in the area have remained stable in recent ears.Construction of a lar e distribution center in Bradford Townshi and construction of correctional facilities in Woodu�ar� and Mortis Townshi s have brou ht several hundred new'obs to the local area. Project IrKormallon for PUDs(If applicable)--Is ihe developerlbuilder in conlrol of the Home Owners'Association(NOA)7 YES Np Approximate total number of unils in the subject project Approximate t�al number of unds for sale in the su6ject project � Describe common elements and recreational tacilities: Dimensions 134'x40'ic56'x135'�Q87'x509'X3D0' Topography Mixed-mostl wooded Sne area 2.31 Acres Caner Lot Yes No Sae T ical for area Specific zoning classification and desaiptian Townshi not 7An2d Shape I�� ula� Zating mmpYance ❑Legal Legal�(GrandlaU�ed�ae) Illegal X Na zoning Drainage A rs ad uate H' est&best use as' roved: X Presem use Other use e lain View Nothin adverse Utilities Pubfic Other OfI-sttebnprovemena Type Public Pmrate landscapmg T iCal Electriciry X Sueet Gravel X DrivewaySurface Gravel Gas Pro ne C�rblguner None AppareM easements None a arent Water S rin Sidewatic None FEMA Special Flood Hazard IVea Yes X No Sanitary sewer Outhouse Sueet Bghts None FEMA Zone X Map Date 11/02/2011 Storm sewer None Alle None FEMA Ma No. 42033C0170D Comments(apparent adverse easements,encroachments,specfal assessments,slide areas,illegat or legal nonconforming zoning,use,eic.): See Attached Addendum GENERAL DESCRIPTION EXTERIOR DESCRIPTION FOUNDATION BASEMENT INSULATION No.of Units One FoundaGon BloCk Slab 26% Area Sq.Ft. 416 Roof No.of Swdes 1.5 Exterior Watls Block Oaxi$pa[e— %Finished 0 CeTng Cncld X Type(DeUAtt) Detached Roof Surface Com shin le easemem 74% CeiNng sed wa�s Design(Sryle) 1.5 sto Guaers&Dwnspts. Aluminum Swrip Pwnp No wal6 Block Froa EpslinglP�oposed Existin WindowType D.H. Dampness None noted Floor Concrete None Age(Yrs.) 58 StorrrJScreens Sin le ane Senlement None noted Outside Ermy Yes-at side un�,n EAecUve e rs. 25 ManufaAured House No Infestatbn NOne noted ROOMS Fo Livin Dinin Kflchen Den Fami Rm. Rec.Rm. Bedrooms !Baths Laund Other Area S.Fl. ' Base�nert 416 Leve11 1 1 560 Level 2 1 208 0 , Finished area above rade corAains: 3 Rooms; 1 Bedmom s: 0 Bath s; 768 S uare Feet of Gmss L'nmi Area INTERIOR MaterialslConditbn HEATING KITCHEN EQUIP. ATTIC AMENITIES CAR S70RAGE: Fbas Wood Vn I-Av Type Radiant Refrigerata XQ None X Fieplace(s)yW6 X None XQ ' WaNs Block-Av Fuel Wood RangelOven X Sta'rs Patb Roofed Side X Gaage �of cars TrirtYFin'ish WoOd-Av Cor�onAv Disposal Drop Staf Dedc Aqached Bath Fbar N/A COOLING Dishwasher ScuUle Potih Roofed front X Detached Bath Wainscot WA Cemral NO FaNHood Floa Fence Bu�l•In Doprs Wood-Av ONer No Miaowave Heated Pool Caryart Cor�m— Washe finished Drivewa 2 Car Addnional features(special energy e�cient items,etc.): Roofed front rch'roofed side tio.There is a woodburnin Stove In the Livin Room.It is the heat source tor the cam . Condition of the improvements,depreciation(physipl,fund'anal,and extemaq,repairs needed,quality of construction remadelingladditions,etc.: The sub'eCt IS a 58 ear old 1.5 sto pbin located in a rural nei hborhood in Girard Townshi .The cam is rustic but is in overall avera e condition. Adverse environmental condilions(such as,but not limited to,hazardous wastes,toxic substances,etc.)present In the improvements,on the site,or in ihe immediate vicinity of the subject propeny: No adverse environmental conditions were noted durin the ro in 'on. Fred6e Mac Fam 70 65i PAGE 1 0F 2 Ferr�e Mae Fam tao+ �x� RodrsO iagAQ m4we AOOZUB7I7 v.wwadMebmn Summary Appraisal Report Valuation5ection UNIFORM RESIDENTIAL APPRAISAL REPORT FiieNo. FinkenbinderEst9l13 ESTIMATED SITE VALUE,,,,,,,,,,,,,,,,,,,,,,,,,,,-S 12 000 Comments on Cost Approach(such as,source of cost estimate. ESTIMATED REPRODUCTION COST-NEW OF IMPROVEMENTS: site value,square foot calcula[ion and for HUD,VA and FmHA,the DwelCmg 768 Sq.f4 c�f 61.88 =S 47,524 estimated remaining economic life af the property): Bsmt 416 Sq.f�@ S 20.36 = 8,470 Cost data from Marshall&Swift.Site value has been . Porch Patio WB = 4,973 estimated on the basis of sales of similar sites in the iocal : GaragelCapart 0 Sq.Fc Cd S 0.00 - 0 area. � Total Es�mated Cost New ,,,,,,,,,,,,,,,, -S 60.967 Leu 40 Physical Funclional Extemal EsL Remaining Ewn.Life: 15 � Dep�cialbn 530,000 I$0 I$0 =f 30,000 Depreciated Value of Improvements ,,,,,,,,,,,,,,,,,,, =S 3D 967 'As-Is"Value of Sde Improvements,,,,, ,,,,,,,,,,,, =S 2 000 INDICATED VALUE BY COST APPROACH •• �S 45 000 ffEM SUBJECT COMPARABLE N0.1 COMPARABLE N0.2 COMPARABLE N0.3 515 Jury Drive 371 Redenbach Lane Twin Camp Lane 96 Vallimont Lane Address Frenchville PA 16836 Frenchvilfe PA 16836 Frenchvilie PA 16836 Frenchviile PA 16836 Prox' ' to Sub'ea 3.83 miles ENE 3.98 miles E 9.29 miles ESE Sales Price f N/A S 23 000 f 63 500 E 30 000 PricpJGaoss Liv.Area S 0.00 � S 43.15 � S 84.67[b S 24.63 Cd Data anNor Inspection MLS MLS MLS VeriFication Sources PubliC Records Public Records PubliC Records PubliC Records VALUEAQ1USfA�ffNfS DESCRIPTION DESCRIPTION .(-)s DESCRIPTION .-�sncusu,� DESCRIPTION .(-)s um�+ Sales a Financing WA Cash 0 Conventional 0 Cash 0 Concessbns Sale 0 Saie 0 Sale 0 Date of SaielTane N/A 03/01/2013 0 03/07/2011 0 02/15/2013 0 Locatlon Rural-Av Rural-Av 0 Rural-Av 0 Rural-Av 0 leasefnlNFee Fee Sim le Fee Sim le 0 Fee Sim le 0 Fee Sim le 0 Site 2.31 Acres 0.12 Acre +10 000 5.00 Acres -14 000 1.5U Acre +8 000 V'�ew Avera e Avera e 0 Avera e 0 Avera e 0 Desi n and eal 1.5 sto -Av A Frame-Av 0 MH&Addit-Av 0 Two sto -Av 0 dCaaru�on Fair Fair 0 Fair 0 Fair 0 A e 1955 1990 -2 000 1960 0 1920 +2 000 Conditfon Fair Avera e -2 000 Avera e -6 000 Fair +6 000 Above Grade rare'eams� eed�s Tu�'ee,�a' es� rue�'emms� ea�s row'am�' ems RoomCoum 3� 1� 0.00 5� 2� 0.00' 0 5� 2� 1.00� -4,000 6� 3� 1.00� -4,000 Gmss LN' Area 768 S.Ft 533 S.Ft � +6 000 750 S.FL � 0 1 218 S.FL � -6 000 � Bas�nert&Fnhhed Fuil bsmt- Crawl space- +6,000 Crewl space� +6,000 Pert bsmt- 0 RoomseelowGrade Unfinished Unfinished 0 Unfinished 0 Unfinished 0 - Functional Uti' Avera e Avera e 0 Avera e 0 Avera e 0 � Heatin ICoolin Radiant-WB B&ElecVic 0 Radiant-Gas 0 BB-Electric 0 � E Efidentl� Minimal Minimal 0 Minimal 0 Minimal 0 Gara elCa n None None 0 None 0 None 0 Pach,Patio,Deck, Porch,Patio Porch,Shed 0 De�ks,Sheds 0 Porch,Shed 0 Fre race s,etc. None None 0 None 0 None 0 Fence,Pool,e[c. None None 0 None 0 None 0 IGtchen E ui . A liances A liances 0 liances 0 A liances 0 Net Ad'.mta X + 'S 18 000 + X - 'S 18 000 X + 'S 6 000 Adusted Sales Price Gmss:113.0% Gmss 47.2% Gmss:86.7% of Com arable NeC 78.3% S 41 ODO Net: -28.3% S 45 500 Nei: 20.0% $ 36 000 Comments on Sales Comparison(ncluding the subject property's compatibiliry to the neighborhood,etc.): The sales recited are all seasonal Cam or cabins located in rural nei hborhoods in the Frenchville area.Sale#1 is a newer A Frame�Sale#2 is a mobile home with additions� Sale�/3 is an older two sto farmhouse which is now used as a cam .Sale#2 is most similar to the sub'ect in a e and GLA•Sale#1 is most similar in room count no indoor lumbin .All of the sales recited are considered to be relevant to the sub'ect ro and ual wei ht has been iven to all sales. 17EM SUBJECT COMPARABLE N0.1 COMPARABLE N0.2 COMPARABLE N0.3 Date,Price and Data 08/28/2007 12/3112002 01/19/1984 07/12/1982 Saucefarpriarsaks $58,000 31 $2,500 S12,OOD w�hin ofa ' I Public Records Public Records PubliC Records Public Records Malysa of any curtem agreemem of sale,option,or Gsting of the wbjeu property and analysa of any prior saks d�and cortiparabks wihin one year dtlie date d appraisaL• See Attached Addendum WDICATED VALUE BY SALES COMPARISON APPROACH .....................................................S 44 000 �ICAIED VAUIE BYNCOMEAPPRO�ACH f Estenated Market Rent S N A Mb,x Gmss Rem Mu' N A =f N/A This appraisal a made X 'as is' subjeawthe repais,ateraiiais,i�spectiaa a mr�ons fi4ed belax �ubjed w corrp�eUon per plans and specfrations. Ca�a�sofnppra'sal SeeAttachedAddendum Final Recor�ation:The most wei ht has been iven to the Sales Com rison A roach in this a raisal.It is the best indicator of adiv' in the mark lace.The Cost roach is su rtive of the value indipted b the market.The Income A roach has not been develo due to a lack of rentals of similar homes in the local are�a. The purpase ot ihis appra'sal is to estimate the market value oF the real property ffiat is ihe wbJecl of this repaL based on the above conditans arnl lhe certt'xzfion,wrAhgnt and limiting condrtions,and market va6�e definMion Ihat xe stated'n Ihe atlached Freddie Mac Fam 4391Fannie Mae Fam 10046(Rev'sed 6/93 ). 1(WqESI11AATETF�M/1RICETVALI�,ASDEF�ED,OFT}EREALPROPERTYT}UITLSTHESUB.IECTOFTFISREPOR�,/ISOF Se tember27 2013 (INHdi6THEDATEOFNSPECTpNMDTHEEFFECTNEDATEOFTHSREPORnTOBEi 44,OD0 APPRAISER: p ��1 / / SII�ERVI50RYAPPRAtSER(ONLYF REtx11REDI: . SqnaUue�t 1�. 1,V!.(A.�_ Sianature ❑Did ❑Did Not Name Thomas P.Walsh Name Inspect Property Date Repat Siqned 1 U/02/2013 Date Re ort S'ned State Certifiratbn� RL-000498-L State PA State Ceru7cation# State Or State license I State Or State Lkznse t State FreddielAec Fam 70 64i PAGE 2 OF 2 FarNeMeeFpm t0U1 G93 Certified Residential Appraiser fo0c�'�Api�"aB0D717n"'"'"'"""m"' Amon,Shimmei&Walsh Appraisers REV-i508 EX+(o8-u) � pennsylvania SCHED�ILE E DEPARTMENTOFREVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PRpPE RTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Albert R. Finkenbinder 21-13-0759 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Checking account no:106006139-Orrstown Bank(see letter attached) 67.48 2,' Checking account no:36868-11-Members 1st FCU(see letter attached) 834.92 ' ' 3, ';Savings account no:36868-00-Members 1st FCU(see letter attached) 5.00 ' TOTAL(Also enter on Line 5, Recapitulation) $ 907.40 If more space is needed,use additional sheets of paper of the same size. C)�sT���v B�� A Tradition of Excellence July 25, 2013 Andrews &Johnson " Attorneys At Law 78 West Pomfret Street Carlisle,PA 17�13 F�: 717-243-OOS 1 Re; Estate of Albert R Finkenbinder Social Security Number 187-44-95fi5 Date af Death 5/27/2013 IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD THE FOLLOWING ACCOUNTS WITH ORRST�WN BANK: CHECKING�4CCO�NT Account No.- I06a06139 Account Type 50+Interest Checking Date Opened- 1/10/2012 Joint Account(nameJdate)- NO Balance $67.48 MORTGfiGE ACCOUNT Account No.- 16003&088 Account Type- IL Fixed Mortgage � Date Opened- 1/20/20I2 Joint Account{name/date}- No Balance Outstanding- $57,684.67 Best Regards, Lisa R.Kline Deposit Processing Clerk III 2695 Philadelghia Avenue • Chambersburg, PA 17201 St � MEMBERS 1St FEDERAL CREDIT L7NION REGULAR SAVINGS ACCOUNT: Account Number/Suffix 36868-00 Date Account Established 03/02/1984 Principal Balance at Date of Death $5.00 Accrued Interest to Date of Death $.00 Total Principal and Accrued Interest $5.00 Name of Joint Owner None CHECKING ACCOUNT: Account Number/Suffix 36868-11 Date Account Established 05/07/1990 Principal Balance at Date of Death $834.92 Accrued Interest to Date of Death $.00 Total Principal and Accrued Interest $834.92 Name of Joint Owner None M B �ST FE CRED�10 � � anielle A. Kline Lending Insurance Support Specialist July 19,2013 Estate of: ALBERT FINKENBINDER Date of Death:06127/2013 Social Security Number: 187-44-9566 5000 Louise Drive • P.O.Box 40 • Mechanicsburg,Pennsylvania 17055 • (800) 283-2328 • wwwmemberslst.org REV-1511 EX+(08-13) � pennsylvania SCHEDULE H DEPARTMENTOFREVENUE FUNERAL EXPENSES AND INHERITANCETAXRETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Albert R. Finkenbinder 21-13-0759 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' Ewing Brothers Funeral Home, Inc. 5,722.30 e, ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Street Address City State ZIP Year(s)Commission Paid: 3,000.00 2. Attorney Fees: 3,500.00 ' 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation.) Claimant Chris Finkenbinder street a,ddress 55 Back Street city Plainfieid State PA ztP 17081 Relationship of Claimant to Decedent SOft 4. Probate Fees: 348.50" 5. Accountant Fees: 6. Tax Return Preparer Fees: �� Bassett Apprasial Services-real estate appraisal on 55 Back Street, Plainfield 400.00 s. Amon, Shimmel&Walsh Appraisals-real estate appraisal on Clearfield County cabin 350.00 ' s. West Pennsboro Muncipal Authority-water/sewer Aug-Nov 2013 247.08'' �a AIIState Insurance-homeowners insurance-55 Back Street, Plainfield, PA 355.65 ; >>. AIIState insurance-homeowners insurance-Clearfield County cabin 215.53 ' �2. Reserve for closing and accounting 750.00 ` TOTAL(Also enter on Line 9, Recapitulation) $ 14,889.06 If more space is needed,use additional sheets of paper of the same size. REV-1512 EX+(12-12) � pennsylvania SCHEDULE I DEPARTMENTOFREVENUE DEBTS OF DECEDENT, INHERITANCE TAX REiURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT � ESTATE OF FILE NUMBER Albert R. Finkenbinder 21-13-0759 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1• 'Mortgage on 55 Back Street,Plainfield,PA 17081-account no: 160038088-Orrstown Bank Principal at DOD $57,684.67 ' ';Interest at DOD $22.48 57,707.15 : 2. West Pennsboro Municipal Authority-water/sewer 81.00 3. United Electric 98•87 ' 4. Deborah Piper,Tax Collector-school real estate taxe-55 Back Street,Plainfield 1,151.24 ' 5. Lucinda Cardinale,Tax Collector-school real estate tax-Clearfield County cabin 252.99 ' 6. 'Quest Diagnostics-medical bill 19.40 7. Urology of Central Pennsylvania-medical bill 85.00 8. Carlisle Oncology-medical bill 336.00 ' 9. Carlisle HMA Physician Management 602.32 ', 10. Penn State Hershey Medical Center 543.00 11. Yellow Breeches Family Practice 3.65 , 12. AIIState insurance-homeowners insurance on cabin 53.33 ' ' 13.` AIIState insurance-homeowners on 55 Back Street 69.93 ' TOTAL(Also enter on Line 10, Recapitulation) � , 61,003.88 ' If more space is needed,insert additional sheets of the same size. REV-1513 EX+(01-10) � � pennsylvania SCHEDULE � .� DEPARTMENT OFREVENUE INHERIfANCE TAX RETURN BE N E FICIARI ES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Albert R. Finkenbinder 21-13-0759 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under Sec.9116(a)(1.2).] 1• Brandie Batchelder,519 Shed Road,Newville,PA 17241 `daughter 1/3 2.' Jeremy Finkenbinder,1109 Pheasant Drive North,Carlisle,PA 17013 'son 1/3 ' 3.' 'Chris Finkenbinder,55 Back Street,Plainfield,PA 17081 son 1/3 ' ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. ' B, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: L _ TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ ' If more space is needed,use additional sheets of paper of the same size.