HomeMy WebLinkAbout01-07-14 (3) � 1505610143
REV-15�0 �`02_", �
OFFICIAL USE ONLY
PA Department of Revenue pennsylvania co�ncy coae Year File Number
Bureau of Individual Taxes °�"�"TOFR�"'�
PO Box.2soso� INHERITANCE TAX RETURN 21 13 0 5 8 6
Harrisburg,PA 17128-0601 RESIDENT DECEDENT
ENTE'�2 DECEDENT INFORMATION BELOW �
Social Security Number Date of Death Date of Birth
203 10 8462 04 05 2013 09 28 1920
Decedent's Last Name Suffix DecedenYs First Name MI
O' HARA ROBERT D
(If Applicable)Enter Surviving Spouse's information Below
Spouse's Last Name Su�x 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 Retum � 2. Supplemental Retum � 3. Pno a'��nd2r 3eB2�m(Date of Death
� 4. Limited Estate � 4a.F�ure frnerest Compromise � 5. Federal Estate Tax Retum Required
(date of death after 12-12-82)
� g. Deoedent Died Testate � �• qttad�i CoMpy of�vst�a Living Trust 1 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will)
� 9. Litigation Proceeds Received � 10.�p°��n12 3rt�1 a dit�(Da95�f Death � ��.Election to tax under Sec.9113(A)
(Attach Schedule O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
EDMUND G MYERS (�17) � 7 6�' 4,��
1'� ':
�
: I�E�F 11�S l��ILY ;
k+► t"'"' "'� t'�t
First Line of Address �" � ;� "'J � �!t
'"� ` �C � �►
3 O 1 N��R,KET STREET � Q � � -� -�
� �
Second Line of Address ,� � � � ;�
�
PO BOX 10 9 '�v `� � � -
�` DAT LE� '� `
City or Post Office State ZIP Code -
LEMOYNE PA 17043
CornespondenYs e-mail address: egm idsw.com
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 camplete.Dec{aration of preparer other than the personal representative is based�n all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
a„�✓� Susan Ann Lindse � �'�
DRESS
935 Old Quaker Road, Etters, PA 17319
SIG RE OF PREPARE OTHER THAN REPRESENTATIVE DATE
Edmund G. Myers f V �'�
ADDRESS
,
301 MARKET STREET, Lemoyne, PA
� Side 1 �
15�5610143 1505610143
�
� 1505610243
REV-1500 EX
Decedent's Social Security Number
4ecedent's Name: O'HARA� ROb@rt D 2 0 3 10 8 4 62
RECAPITULATION
1. Real Estate(Schedule A�...................................................................... 18 9, 97 4 . 4 0
................. 1.
2. Stocks and Bonds(Schedule B)............................................................................. 2. 3 0 2,0 4 4 . ?0
3. Closely Held Corpo�ation,Partne�ship or Sole-Proprietorship(Schedule C)......... 3.
4. Mortgages 8 Notes Receivable(Schedule D)........................................................ 4.
5. Cash,Bank Deposits 8 Miscellaneous Personal Property(Schedule E)............... 5. 5 3 4, 62 7 . 81
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6.
7. Inter-Vivos Transfers 8 Misceilaneous I�nq Probate Property
(Scheduie G) �� Separate Billing Requested............ 7. 2 7 3, 8 2 6. 7 4
8. Total Gross Assets(total Lines 1 through 7)........................................................ 8. 1,3 0 0,4 7 3. 65
9. Funeral Expenses and Administrative Costs(Schedule H).................................... s. 5 9, 6 7 3. 0 8
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................ 10. 15, G11 . 8 6
11. Total Deductions total Lines 9 and 10 ............................................. 7 5 2 8 4 . 94
� )................... 11. r
12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 1,2 2 5, 18 8 . 71
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J)............................................... 13.
1a. Net Value Subject to Tax(Line 12 minus Line 13)............................................... 14. 1,2 2 5,1$8 . 71
TAX COMPUTATION-8EE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 94 taxable
at the spousat tax rate,or
transfers under Sec.9116 0 . 0 0
(a)(1.2)X.00 �5'
16. Amount of Line 14 taxable 0 . 0 0 16. 0 . 0 0
at lineal rate X .045
�
17. Amou�t of Line 14#axable 0 . 0 0
at sibling rate X.12 0 . 0 0 17.
18. Amount of Line 14 taxable 1$3 7 7$ .31
at collateral rate X,�s 1 ,2 2 5, 18 8 .71 �8. �
19. TAX DUE......................... 1.�3� 778 . 31
....................................................................................... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ❑
Side 2
�
15D5610243 1505b10243 �
REV-1500 EX Page 3 File Number 21-13-0586
Decedent's Compiete Address:
DECEDENTS NAME
O'HARA,Robert D
STREET ADDRESS
130 Hummel Avenue
C��y STATE ZIP
Lemoyne PA 17043
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 183,778.31
2. Credits/Payments
A. Prior Payments 75,000.00
B. Discount 3,947.37
Total Credits(A +B) (2) 78,947.37
3. Interest �3�
4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 2,Line 20 to request a refund
5. If Line 1 +Line 3 is greater than�ine 2,enter the difference. This is the TAX DUE. (5) 104�$30.94
Make Gheck Pa able ta: REGISTER OF WILLS AGENT.
PLEASE ANSVYER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE 8L4CKS
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;or............................................................................................................... x
d. receive the promise for life of either payments,benefits or care?............................................................ ❑ x
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without
receivingadequate consideration?.................................................................................................................... ❑ �
3. Did decedent own an Nin trust for" or payable upon death bank account or security at his or her death?....... ❑ 0
4. Did decedent own an individual retirernent account,annuity,or other non-probate prcperty which a �
contains a beneficiary designation?.............. .................................................................................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YE8�YOU MU3T COMPIETE SCHEDULE G AND FILE IT AS RART 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 aurviving spouse
is 3 p�n�nt(72 P.S.§9116(a)(1.1)(i)].
For dates of death on or aRer 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 F.S.§9116(a)(1.1)(ii)J. The atat�te does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and
flling a tax retum are still applicable even if the suroiving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
• The tax�ate 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 natu�al parent,an
adoptive parent,or a stepparent of the child is 0 percent(72 P.S.§9116(a)(1.2)J.
•The tax�ate imposed on the net value of trensfers 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 rete impoaed 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)J. A sibling is deflned,
under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
Rav-1602 EX+(04-10j
SCHEDULE A
pennsylvania REAL ESTATE
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
O'HARA, Robert D 21-13-0586
All raal property owned solsly or as a tenant in common�st be roported at fair marfcet value.Fair market value is defined es the price at which property would be
exchenged between a wilfing buyer end a willing seller,neither beinp compelled to buy or sell,both having reasonable knowledge of the relevant facts.
Rsai property tbat is joindy-owned with right of survivorship must be disclossd on�chedule F.
Attach a copy of the setdement sheet if the propeny Aus been sold
Inciude a copy of the deed showing decedenYs interest if owned as tenant in common.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Real Estate located at 890 Emanuel Road, Lewisberry,York County,PA-Tax Parcel id.27 189,974.40
-000-PF-0060.00. Valued using current assessed value of$169,620 x CLR of 1.12%_
TOTAL(Also enter on Line 1,Recapitulation) 189.974.40
(If more space is needed,additional pages of the same size)
Copyright(c)2010 form software only The Lackner Group,Inc. Forrn PA-1500 Schedule A(Rev.01-10)
Rsv-1503 DC+f6-88)
SCHEDULE B
STOCKS � BONDS
co�o��rf+oF Pa�HSn.v�+NU�
INHERITA►�E TAX REI'URN
RESIDENT DECEDEM
ESTATE OF FtLE NUMBER
O'HARA, Robert D 21-13-0586
All property jointiy-ownsdwith risjht of survivorship must bedisclo�ad on Scbedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNfT VALUE OF DEATH
� Q139043�5 63 shares of Alcatel-Lucent 1.395 . 87.89
2 0020�R102 58 shares of AT8�T Inc. 37.82 2,183.56
3 z003oN101 181 shares of Comcast Corp New-CL A 41.285 7,472.59 .
Accrued dividend on Item 3 through date of death 41.285 35.30
4 46132K1Q9 3,334 shares of invesco PA Value Municipal Fund TR 14.95 49.843.30
5 502161102 17 shares of LSI Logic Corp-Com 6.255 106.34
g 62886E108 31.25 shares of NCR Corp New-Com 26.195 818.59
7 67Q9281�0 3,786.0176 shares af Nuveen Municipal Value Fund Inc- 10.20 38�61T.38
Com �
$ 69351T106 1,000 shares of PPL Corp-Com 31.275 31�275.Q0
9 T58351604 53 shares of Reinsurance Group America Inc. 58.62 3,106.86
10 74441t11Q5 1Q,726.495 shares of Welis Fargo Account No.6418-6435� 15.70 168,405.41
Prudential National Mun+Eipat Fund-Class A
Accrued dividend on Item 10 through date of death 15.70 82.48
** �,11 were valued using Estate Val Valuati ar�d
val fiian is attached as Exh�b�s **
TOTAL(Also enter on Line 2,Recapitulation) 302.044.70
(If more space is needed,additional pages of the same size)
Copyright(c)20Q2 form software only The Lackner Group,Inc. Form PA-1500 Scheduie B(Rev.6-98}
Rev-1608 EX+(11-10) .
SCHEDULE E
pen�sylvania CASH, BANK DEPQSITS, & MISC.
DEPARTM£NT OF REVENUE
INHERITANCE TAX RETURN PERSONAL PROPERTY
_ .-- -----RESIDEN�DEGEDEW� __. . ____ _ _ ____ ___ — _
ESTATE OF FILE NUMBER
O'HARA, Robert D 21-13-0586
Include the proceeds of litigation arxi the date the proceeds were received by the estate.
Ail property jointly-ovmed with the right of survivorahip must be disclosed on scheduie F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 M�T Checking Account No.14682613-Date of Death Letter from M�T for all Accounts is 442.602.0T
Attached
2 M�T Power Checking Account No.65173686 19.085.12
3 M�T Power Checki�g Account No.98120166 56,471.40
4 Metlife Total Control Account-Date of Death-Value Account Letter is Attached 6,170.22
5 2002 Buick LeSabre-Valued using Kelley Blue Book. Valuation is attached 4,140.00
6 Personal Property at York County Property-Vatued and appraised by Ibis Appraisal. Copy 6,159.00
of Appraisai is attached �
TOTAL(Aiso enter an Line 5, Recapitulation) 534,6Z7.81
(If more space is needed,add�ional pages of the same size)
Copy�ight(c)2010 fomn soflware only The Lackner Group,Inc. FoRn PA-1500 Schedule E(Rev.11-10)
Rev-1510 EX+(08-08)
SCHEDULE G
pennsylvania lNTER-VIVOS TRANSFERS AND
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY -
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
O'HARA, Robert D 21-13-0586
This schedule must be compteted and filed ff the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEAl'H %OF DECD�s EXCLUSION TAXABLE
NUMBER TME DATENO�F TR�A�NSERSATTACIiTA COPY OF THE DEED�OREREAL ES ATE. VALUE OF ASSET �NTEREST (�F APPLICABLE) VALUE
Robert O'Hara Rev.Trust U d� er Aqreement dated
A�,�,yust 9. 1983
M8T Investment Group,Trustee/Line Items No. 1 and
2
Estate Val Valuation is Attached
1 M�T Investment Group Cash Account,CUSIP 2,199.63 2,199.63
#97181 C456
2 Wilmington Funds Municipal Bonds,CUSIP 189,728.87 189�728.87
#97181 C456
3 MST IRA Account No.35004110093892-Susan A. 81,898.24 81,898.24
Lindsey,Beneficiary. Date of Death Letter from M8�T
is Attached
TOTAL(Also enter on Line 7, Recapitulation) 273,826.74
(if more space is needed,additional pages of the same size)
Copyright(c)2009 form software only The Lackner Group,inc. Fonn PA-1500 Schedule G(Rev.08-09)
REV-1611 EX;(10-09) �������� �
pennsytvania
qEPARTMENTOFREVENUE FUNERAL EXPEMSES AND
RESlDENT pEC ENT uRN ADI�AINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Q'HARA, Robert D 21-13-0586
Decedent's debts must be reported on Schedule L
ITEM DESCRIPTION AMOUNT
q, FUNERAL EXPENSES:
See continuation schedule(s�attached 19,657.00
B. ADMINISTRATIVE COSTS:
1. Peraonal Representative's Commissions
Name of Personal Representative(s)
Street Address
_
City State Ziq
Year(s)Commission Paid
2. Attomey's Fees JOHNSON DUFFIE 30,000.00
3, Family Exemption: (if decedent's address is not the same as ciaimant's,attach explanation)
Claimant
Street Address
City State Zio
Relationshio of Claimant to Decedent
4. Probate Fees 683.00
5. Accountant's Fees
6. Tax Return Prepare�'s Fees 475.00
7. Other Administrative Costs $,$58.08
See continuation schedule(s)attached
TOTAL(Also enter on line 9,Recapitulation) 69,673.08
Copyright(c)2009 form software only The Lackner Group,Inc. FoRn PA-1S00 Schedule H(Rev. 10-09)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
cont'rnued
ESTATE OF FILE NUMBER
O'HARA, Robert D 21-13-0586
ITEM
NUMBER DESCRIPTION . AMOUNT
Fu�neral Exne, nses
1 Funeral Luncheon 250.00
2 JR Gingrich Memorials-Gravestone 1,955.00
3 Minister,Organist,Church Sexton,Harpist and Church Technician 700.00
4 Musselman Funeral Home and Cremation Services 16.752.00
H-A 19.657.00
Other Administrative Costs
5 Cumberland County Register of Wills Office-Additional Short Certificates 10.00
6 Cumberland County Register of Wills Office-Additional Short Certificates 40.00
7 Cumberland County Register of Wills OfFice-Additionai Probate Fees 60.00
8 Cumberland County Register of Wills Office-Petition to Reopen Record 15.00
9 Floyd�liiams-Expenses to assist with Maintenance of Fannland 630.00
10 Gordon's L.andscape and Masonry-Regrading of Barn Hill damaged by Fairview Township 1�551.79
11 Ibis Appraisal Services-Contents of Lewisberry Property 375.00
� 12 Mike Calhoun-Expenses for Maintenance of real estate 425.00
13 Mutual Benefit Group-Insurance on Barn 1.260.00
14 Mutual Benefit Group-Hameowners Insurance on Real Estate 413.00
Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
O'HARA, Robert D 21-13-0586
ITEM
NUMBER DESCRIPTION AMOUNT
15 Reserves: Additionai Miscellaneous Administrative Costs and Expenses 1,500.00
16 Robert Myers-Lawn Maintenance 404.11
17 Susan A. Lindsey-Miscelianeous Out of Pocket Expenses to Care/Maintain Real Estate 707.00
18 The Cumberland Law Journai-Notice of Estate Administration T5.00
19 The Patriot News Co.-Notice of Estate Administration 155.10
20 Tyler Williams-Lawn Care and Maintenance 243.00
21 Zeplin Security-Security Services for Real Estate in York County for 6 Months 994.08
H-B7 8,858.08
Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Scheduie H(Rev.6-98)
Rsv-1512 EX+�12-08)
$CHEt�1�ILE 1
pennsylvania DEBTS OF DECEDENT,
DEPARTMENT OF REYENUE
INHERRANCE TAX RETURN MC?RTGAGE LIABILITIES AND LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
O'HARA, Robert D 21-13-0586
� �
Raport debts incurrsd by the dscsdent prior to death thi�t romsined unpsid�t the date oi death,includin�u�nimbursed msdic�i expsnses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 ATST 8.67
2 Comcast-Residential Utility up to 6 months after Decedent's death 968.80
3 Conforti Physical Therapy and Fitness 74.75
4 East Pennsboro Ambulance Services,Inc. 90.00
5 Fairview Township Trash and Sewer-Residential Utility for up to 6 months after Decedent's �60.00
Death
6 Family Home Medical 120.00
7 Freedom Systems Corp(Sewer) 134.80
8 Frontier Communications-Residential Utility for up to 6 months after Decedent's Death 354.46
9 t3enesis Contreres-Nurses Aid 2�250.00
10 Griswald Home Care-Nurses Aid 448.50
11 - HAPI-Furnace Maintenance 185.74
12 Home Paramount Pest Control 465.00
13 Leffler Energy 847•Z5
14 Lemoyne Borough Sewer Authority 121.80
1 S Marjorie Paul-Nurses Aid 2.270.00
96 Mary Hogan-Nurses Aid 1,278.00
Total of Continuation Schedule See attached pa9e
TOTAL,(Also enter on Line 10,Recapitulation) 18,611.86
(If more space is needed,additional pages of the same size)
Copyright(c)20Q8 form software only The Lackner Group,inc. Form PA-1 S00 Schedule I(Rev. 12-08)
Rev-1512 EX;(12-08�
:cH�ou�.E �
pennsyivania DEBTS OF DECEDENT,
DEPARTMENT OF REVENUE
INHERITANCET�RETURN MORTGAGE L.I�IBILITIES AND LIENS
RESIDENT�ECEDENT
continued
ESTATE OF FILE NUMBER
Q'HARA, Robert D 21-13-0586
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
17 Met Ed Utility on Residential Real Estate-Residential Utility for up to 6 months after 625.82
Decedent's death
18 Nancy Morris-Nurses Aid 266.50
19 PA American Water Company-Residential Utility for up to 6 months after Decedent's death 230.20
20 Patricia A.Gordon,Tax Collector-Lemoyne Property Taxes 2,474.29
21 Patricia George-Nurses Aid 288.00
22 Penn Waste 87.00
23 PP�L-Residential utility for up to 6 months after Decedent's death 740.03
24 Suburban Propane 52.00
25 Suburban Propane -Oil for residential real estate-Residentiai Utility for up to 6 months 935.89
aftor Decedent's death
26 UGI 34.36
TOTAL(Also enter on�ine 10. Recapitulation) 15.611.86
Copyright(c)2008 form software oniy The Lackner Group,Inc. Form PA-1500 Schedule I(Rev. 12-08)
_ _
_ ____ ___
REV-1513 EX+(01-40j
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT�ECEDENT
ESTATE OF FILE NUMBER
O'HARA, Robert D 21-13-0586
RELATIONSHIP TO
NUMBER NAME AND ADDRESS OF SHARE OF ESTATE MOUNT OF ESTATE
PERSON(S1 RECEIVING PROPERTY DECEDENT (Words) ($$$)
I TAXP►BLE DISTRIBUTIONS [include autright spousal
• distributions,and transfers
under Sec.9116 a 1.2
1 M.Joan McKee Niece Specific Bequest
3941 Cathedral Avenue NW of$2,000.00
Apt 111
Washington, DC 20016
2 Margaret Q.McKee Niece Specific Bequest
117 Rawson Road of$5,000.00
Quincy,MA 02170
3 Chad O'Hara Nephew Specific Bequest
1415 Alameda De Las Pulgas of$2,000.00
San Carlos,CA 94070
4 Dantel O'Hara Nephew Specific Bequest
1152 N.New Street of$2,000.00
West Chester,PA 19380
5 Etaine M O'Hara Niece Specific Bequest
715 East Winding Hill Road of$2,000.00
Mechanicsburg,PA 17055
See continuation schedule attached Continuation
Totai
� Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet,as a ro riate.
NON-TAXABLE DISTRIBUTIONS:
II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTlON TO TAX IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART Q-ENTER TOTAL N4N-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule J(Rev.01-10)
SCHEDULE .!
BENEFICIARIES
(Part I,Taxable Distributions)
ESTATE OF:
Robert D O'HARA 04/05/2013 203-10-8462
item Name and Address of Person(s) Share of�state Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
6 Elizabeth M O'Hara Niece Specific Bequest of
4010 Emig School Road $2,000.00
Dover, PA 17315
7 Evelyn O'Hara Niece Specific Bequest of
517 Mountain Road $2,0OO.OQ
Boiting Springs, PA 170Q7
8 Heather O't�l�ara Niece Specific Bequest of
5506 Tramore Road $2,000.00
Baitimore,MD 21214
9 Kathleen L O'Hara Niece Specific Bequest of
304 East Main Street $2,000.00
PO Box 107
Landisburg,PA 17040
10 Patrick R O'Hara Nephew Specific Bequest of
304 East Main Street $2,000.00
PO Box 107
Landisburg,PA 17040
11 Sean M O'Hara Nephew Specific Bequest of
275 Greenridge Road $2,000.00
Glenmoore, PA 19343
12 Suzanne Gantey O'Hara Niece Specific Bequest of
16 Pond's End D�ive �2,000.00
Downingtown,PA 19335
13 Terry L O'Hara Nephew Specific Bequest of
5249 E.Trindle ROad $2,000.00
Mechanicsbur�, PA 17055
1
SCHEDULE J
BENEFICIARIES
(Part I,Taxable Distributions)
ESTATE OF:
Robert D O'HARA 04/05/2013 203-10-8462
item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
14 Thomas R O'Hara Nephew Specific Bequest of
222 Center Street $2,000.00
Duncannon,PA 17020
15 Susan A Lindsey Niece Entire Estate
935 Old Quaker Road
Etters,PA 17319
2
ESTA TE OF R UBER T D. Q'HARA
CHEDULE O.F E�►HIBITS
EXHIBIT A Last Will and Testament for Robert D. O'Hara signed and dated
October 28, 2010
EXHIBIT B Receipt for Prepayment made July S, 2013 in the amount of
$75,D00.00 .
EXHIBIT C York County Real Estate Assessment for Real Estate owned on 890
Emanuel Road, Lewisberry, York County, PA
EXHIBIT D Estate Val Valuation for stocks on Schedule B — Line Items 1
through 9
EXHIBIT E Estate Val Valuation for Wells Fargo Stock Account on Schedule B
—Line Item 10
EXHIBIT F M&T Bank — Date of Death Letter for Decedent's 3 Individual
Checking Accounts
EXHIBIT G Metlife — Date of Death Letter for Decedent's Total Control
Account. Value is shown on Page 2 of Letter
EXHIBIT H Kelly Blue Book Value of Decedent's 2002 Automobile
EXHIBIT I Ibis Appraisal Services listing of Multi Appraised items. Final
val ue 1 isted on Page 12
EXHIBIT J Estate Val Valuation of the Robert D. O'Hara Revocable Trust
Under Agreement held with M&T Investments
EXHIBIT K MBrT Bank — Date of Death Letter showing value of IRA held at
M&T at time of time. Bene,f�ciary: Susan A. Lindsey
:599329
�� � r . .
� r .
l/����,��/��'/ .
G i�/
�4�� O� .
I,ROBERT D.O'HARA of 1�0 Hummel Avenue,Lemoyne,Cumberland County,
Pennsylvania,declare this to be my Last Will and revoke any Will previously ma.de by me.
TTEM I
I direct my Personal Representative to pay all my legally enforceable debts and funeral
expenses as soon as conveniently ma�be done ai�er my death.
S
ITEM II
I hereby bequeath the sum of five thousan.d dollars($5,000.00)each�o such of the �
following as may survive me by 30 days: My niece Susan A. Lindsey and my third cousin
� Margaret Q.McKee. � .
. ITEM III
I hereby bequeath the sum of two thousand dollars($2,000.00}each to such of the
following as may su�vive me by 30 days: IVIy nephews Teny�r O'�Iara and Thomas R. O'Hara;
my great nephews Sean O'Haza,Chad O'Hara,and Patrick R. O'Hara;my great nieces
Heather E. O'Hara and I�athleen L. O'Hara.;my sister-in-law Elaine M. O'Hara;and my nieces .
by marriage Eliza.beth M. O'Hara, Susanne Ganley O'Hara and E�elyn G. O'Hara.
ExH�e�r A
�� p � � •
� � I
I1'EM IV
I hereby bequeath the sum of two thousand dollars($2,000.00)to my great nephew
Daniel C. O'Hara,provided he survive me by 30 days. This bequest shall be restricted to the �
personal use and benefit of Daniel C. O'Hara.and shall not be otherwise used directly or
indirectly for t�ie benefit of others.
ITEM V
� All the rest,residue and remainder of my estaxe,of every na.ture and wherever situate,I
give,devise and bequeath in equal shares to such of the fallowing as survive me by 30 days:
A. My sister Jean O. Shandelmier
B. My niece Susan.A. Lindsey,formerly known as Susan A. Shandelmier.
In the event that both of my residuary beneficiaries have failed to su�vive me by�0 days,I give,
devise and bequeath all of the rest,residue and remainder of my estate,of every na,.ture and
wherever situate,to the following beneficiaries in the percenta.ge shares indicated:
� Albright College— 10%
American Red Cross— 10%
Bethesda.Mission, Harrisburg,PA— 10%
Boys and Girls Club of Central Pennsylvania— 10%
Grace United Methodist Church,Lemoyne,PA—25%
Lebanon Valley College— 10%
_ ___ __ _�1ri3�t�iird cousin Margaret Q.McKee—�5%0,provided she sh�ll-sur-vive_me by_�0- - --__ ----.
da.ys. Should Margaret Q.McKee predecease me or die on or before the 3Oth day following my
Eckert Seamans Cherin&Mellot,LLC
Page 2 of 6
♦ �
rt t ♦ � �
death,this 25%share shall be distributed as follows in addition to the shares above provided:
10%to Grace United Methodist Church, Lemoyne,Pennsylvania; and 3%to each of the
following:Albright College,American Red Cross,Bethesda Mission,Boys and Girls Club of
Central Pennsylvania and Lebanon Va11ey College.
ITEM VI .
I hereb�}appoint my sister Jean O. Shandelmier as Personal Representa.tive of my Estate.
In the event that she predecease me or fails to qualify as Personal Representative,I appoint my
niece Susan Lindsey as Personal Representa.tive. In the event tha.t both my sister Jean.O.
Shandelmier and my niece Susan Lindsey predecease me or fail to qualify as Personal
�epresenta.tive,I appoint Loudon L. Campbell as Persona.l Representa�ive. In add.ition to the
powers conferred by law,my Personal Representative sha11 have the following discretionary
powers,exercisable without the need to obtain court approval:
Section 1. Power to Retain�ssets. To retain as part of my estate any properiy received
hereunder without any duty of diversification.
Sectioa 2. Power to In�est. To invest and reinvest the principal of my estate in such
stocks,bonds,mortgages, securities or otlier property,real or personal,without being limited to
the classes of securities or investments in which fiduciaries are by law authorized to invest funds.
Section 3. Power to Deal V�ith Assets. To�sell,exchange, lease, encumber, option or
otherwise d.ispose of a11 or any portion of my estate,real or personal,in such manner and upon
such terms and conditions as are deemed advisable,and to make, execute and deliver any
-- -doe�xments necessary to effectuat�any po-wers heFein granted. - -
Eckert Searnans Cherin&Mellot,LLC �
Page 3 of 6
. � � r r ° �
' r �
Section 4. Tax Powers. In connection with the making and filing of all income tax,
estate,inheritance and other death tax,gift tax and other tax returns and the paying of such taxes,
to make such elections,decisions,concessions and settlements,including extensions of time for
the payment of any federal estate taxes or other taxes due,as may be deemed proper,without
liability to any person thereby affected and without the necessity of making compensati.ng
adjustments.
Section 5. Power to Distribute in Kind. To make distributions of my estate in cash,in
� kind,or partly in cash and partly in kind;and to make non-pro rata d.islributions in kind without
considera.tion of the income ta�basis of the assets distributed and at valuations to be fixed finally
by my Personal Representative.
� Section 6. Rea1 Estate and Proceeds. I do not wish to have the value of my estate
reduced by the forced sale of any real estate which�may own at my death. I therefore authorize
my Personal Representa.tive to retain such real esta.te until such time as it can be sold for its fair
market value and,if necessary in order to provide funds for the payment of any debts,e�penses,
estate taxes,inheritance taxes,transfer taxes and other taxes of a similar nature payable by
reason of my dea.th,I authorize my Personal Representa�ive to borrow money and for that
purpose to mortgage any such real esta.te and to execute and deliver all notes,bonds,mortgages,
and other instruments and to perform a11 aets necessary,proper or convenient in connection
therewith,any and a11 such loans ancl mortga.ges to be ma.de in the sole discretion of my Personal
Representa.tiv�and for such amounts and upon such terms as my Personal Representative deems
proper. I authorize my Personal Representative,without the necessity of�titioning any court
_ ___ _
for appro�al-o�canfirmation,#o se11 at any time, all or part of the real estate whic�I own at my-- --------
Eckert Seaznans Cherin&Mellot,LLC
Page 4 of 6
f � t � t �
� f �
death and which is a part of my residue to any one or more of my children or their issue for such
price and upon such terms and conditions as all of my survivin.g children may agree.
Section 7. Wa.iver of Bond. No Personal Representa.tive hereunder shall be required to
give bond for the faithfial performance of duty in any jurisdiction.
IN��17�VESS WHEREOF,I,the above-named Testator,have hereunto set my hand this
a�',�a.ay of dc�0 6�R-- 2010. .
� �
� r�� - —..
ROBERT D. 'HARA
This instrument,consisting of five pages,was,on the date thereof,sigaed.,published.and
declared by ROBEI�T D.O'HARA,the Testator therein named,as and for his�.ast Will in the
presence of us,who,at his request,in his presence,and in the presence of each other,have
subseribed our names as witnesses hereto.
.
.
f` .
�
t'�1 . �.0..� �
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Eckert Seamans Cherin&Mellot,LLC
Page 5 of 6
COMMOrf WEALTH OF PENNSYLVArTIA .
,
COi;rNTY OF ` z�� : SS.
.
We,ROBERT D.O'HARA, and
, L� the Testator and the witnesses,respectively,whose
� names are signed to the foregoing uistrument,being first duly sworn,do hereby declare to the
undersigned authority that the Testator signed and executed the instrument as his Last Will,and that
he had signed willingly,and that he executed it as a free and voluntary act for the purposes therein
expressed;and that each of the witnesses,i.n the presence and hearing of the Testa.tor,signed the
will as witness;and that,to the best of the witnesses' knowledge,the Testator was at the time
eighteen(18)years of age or older,of sound mind and under no constraint or undue influence.
r
� �
ROBERT D.O'HARA. �
.
c�1 . �.,0. c�.�
Subscribed,sworn to anc�acknowledged.before me by ROBERT D.O'HARA,the
Testator,.and subscribed and sworn to before me by G�' �t'.1 and
. � G�/ witnesses this z�da of 2010.
� �i��� � ��� Y L�
a
' � n�t�oF�va�u►
-- -- _�a �- Pub'c �
- — ___ ______ _--------—
_ ___. _--- --- _ _ __ - _ — _.
� ��ial-sat--__-----
. L�ene M.Knap�C,Hotaty PubNc
My commission expires: My��omn�6q� 3,�Z014
� Member.P�rhrania Assatatbn d No�1es
. Eckert Seamans Cherin&Mellot,LLC
Page 6 of 6
� . �
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMFM OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.280801 •
HARRISBURG,PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 017840
LINDSEY SUSAN A
935 OLD QUAKER ROAD
ETTERS, PA 17319
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
----�- fold -------- ---°--
101 � $75,000.00
ESTATE INFORMATION: sstv: 203-10-8462 �
FILE NUMBER: 2113-0586 �
DECEDENT NAI�/IE: O'HARA ROBERT D �
DATE OF PAYMENT: 07/05/2013 �
POSTNFARK DATE: 07/03/2013 �
COUNTY: CUMBERLAND (
DATE OF DEATH: 04/05/2013 �
�
TOTAL AMOUNT PAID: $75,000.00
REMARKS: RCPT TO ATTY
CHECK# 99
INITIALS: DB1
s�,� RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
__ ___ -- __ ____ _ _
_ _ — __ ---- _ ____ __ . __._ _-__
_ -TAXPAYER
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York Counfiv
Dats of Scarch 5/17/13 Cover Date: 5/3/13
GranWr. � ��
Elizabeth M.Horn,widow Date: 11/7/60� Recorded: 11/14/60
� Book: SO-N �8�� �
Grantee: . Consideration: $1 i 000
Robert D.O`Hara Assessment: L: 2� B: 1�,�0 T: 169,620
Parcel# 27-000-pF-0060.00
Streei Addre4s:(match order}� Twp/Boro/City: Fairview Township
890 Emanuel Rd Taxes Paid Thru: 2012
Tax col!name Patricia A.Gordon IYumber: 7l 7-938-0459
A mt: n/a
Mortgages �
Mortga�e-O/E ❑ Dated/Recorded ooic Paee Amoant
None Found �= -
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Assigned to:
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Recorded Judarnents &Other Liens(if anv,aet coaiesl
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Parcel Key:27004PFOt360Q000a00 !i �
Parce110: j��l '
Location:890 EMANUEL RD j��
Ownar.OHARA ROBERT D f t {�
Land Value:;22660 j j
BuIlding Value:�1-0$964 � J
Total Value:�16 �0�� ' �
Deed Boolc/Page��� !1
Grantor:OHARA ROBERT D ;� '
Clesn�Green:Y i� 1:
Acteage:88.�00 � r
; :'
Land Class:910 r` ;
Safe Price:�i1000 j r
Sale Date:Sun Nov 1319&0 � 1
;
Homest�ad Code: '
Homestead Approv.: ,; �
Homesteac�°y6: �
Farmstsad Code: �
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1►Iap�erc�iot from ac�h�I sur�•s� Scale 1�4C0
Estate Valuation �
Date of Death: 04/OS/2013 Estate of: Robert D 0'Hara
Valuation Date: 04/05/2013 Account: 17653-1
Processing Date: O1/02/2014 Report Type: Date of Death
Number of Securities: 9
File ID: Ohara
Shares Security Mean and/or Div and Int Security
or Par Description High/Ask Low/Bid Adjustments Accruals Value
1) 1000 PPL CORP (69351T106?
COM
New York Stock Exchange
04/05/2013 31.48000 31.07000 H/L
31.27500D 31,275.00
2) 3786.0014 NUVEEN MUN VALUE FD INC (670928100)
�OM
New York Stock Exchange
04/OS/2013 10.25000 10.15000 H/L
10.200000 38,617.21
3) 3334 INVESCO PA VALUE MUN INCOME TR (46132K109)
COM
New York Stock Exchanqe
04/OS/2013 15.05000 19.85000 H/L
14.950000 49,893.30
4) 181 COMCAST CORP NEW (20030N101)
CL A
The NASDAQ Stock Market LLC
04/05/2013 41.69000 40.93000 H/L
41.285000 7,472.59
Div: 0.195 Ex: 04/O1/2013 Rec: 04/03/2013 Pay: 04/24/2013 35.30
5) 53 REINSURANCE GROUP AMER INC (759351604)
COM NEW
New York Stock Exchange
09/05/2013 59.05000 58.19000 H/L
58.620000 3,106.86
6) 63 ALCATEL-LUCENT (013904305)
SPONSORED ADR
New York Stock Exchange
04/05/2013 1.41000 1.38000 H/L
1.395000 87.89
7) 31.25 NCR CORP NEW (62886E108)
COM
New York Stock Exchanqe
04/OS/2013 26.44000 25.95000 H/L
26.195000 818.59
8) 58 AT&T INC (00206R102)
COM
New York Stock Exchange
04/05/2013 38.05000 37.59000 H/L
37.820000 2,193.56
9) 17 LSI CORPORATION (502161102� �
COM
New York Stock Exchange
09/05/2013 6.46000 6.05000 H/L
6.255000 106.34
Total value: 5133,521.39
Total Accrual: 535.30
Total: $133,556.64
Page 1
This report was produced with Esta c. If you have questions,
please contact EXH/B/T� 7.3.1)
_ _
I�e l ls C� �
��
� ; �` � � j Estate Valuation
l�-+�u�
Estate of: OHara2
Account: 017653
Report Type: Date of Death
Number of Securities: 1
File ID: Ohara2
Mean and/or Div and Int Security
__ ___ _......__r,...,,.. High/Ask Low/Bid Adjustments Accruals Value
1) 10726.459 PRUDENTIAL NATL MUNI FD INC (74441U105)
CL A
Mutual Fund (as quoted by NASDAQ)
04I05/2013 15.70000 Mkt
15.700000 168,405.41
Daily Div. Accrual as of 04/OS/2013 82.48
Total Value: $168,405.41
Total Accrual: $82.98
Total: 5168,987.89
Page 1
This report was produced with E Inc. If you hane questions,
please conta EXHIB/T E ion 7.3.1)
_ .
_ ____. _ _
' .
499 Mitchell Road,Millsboro,DE 19966 Adjustmern Services
Phone 888-502-4349
F a�c (302)934-2955
, August 6,2013 �
Law Offices �
Johnson Duffie
301 Market Street
P.O.Bog 109
Lemoyne,PA 17043-01 a9
Re: Estate of Robert D.O'Hara
Social Security: 203-10-8462
Da.te of Death: Apri105,2013
Dear Sir or Madam: �
Per your inquiry on July 30,2013,please be advised that at the time of death,the above-named decedent had on
deposit with this bank the following:
Type ofAccount �,4: �'�,. ,,
.. Accourrt Number �4682613
Ownership(Names of) Robert D. O'H�a
Blanche 11�L Beistli»e(POA)
Rnlph E.Beistline
Opening Dcrte 08/28/1964
Balance on Date of Death $442,602.07
Accrued Ir�terest $ .DO
Total �442,602.07���������__�____..�.__
Type ofAccm�nt ����
Accm,mt Number 65173686
Ownership(Names o,f} Robert� O'Hara
�� Jean O.Shandelmier(POA)
Opening Date 08/28/1964
--__ _--—---- _--Balcnzee-on Date o,�'Dea�i-- - _ $19;085.07 - _ _- - ----- -_ _ _ _ _ _ _-- _- - _ - -__ . ---
Accrued Imerest $ .OS
Total �19,085.12��
ExH�e�r F
2. e of Account Checking Account �� ��
�
Accow:t ber 65173686
Owrrership(Nam Robert D.O'Hara
Jeav�O.Sharldelmier(POA) ,_ �
Opening Date 0�28/1964 �
Balarice on Da�e of Death $19,085.07
Accnced Interest � $ OS
Total $19,085.12� --�N��--- -
� _ . ; ,
Type ofAccount '�:
Accow:t Nwnber 98120166 �
Ownership(Names o,fl Robert D.O'Hara
Opening Date 04/1 S/I997
Balance on Date ofDeath - $56,471.14
Accrued Irtterest $ .26
Total $56,471.40 w V���___ ._._._...__.
4. Type ofAccount Individ'ual RetirementAccount
AccmmtNumber 35004110093892
Ownership(Names o,f} Robert D.O'Hara
Opening Date 10/02/2006
Balance on Date of Death $81,683.10
Accrued Irrterest $ 215.14
Total $81,898 24
For any addttional information on th��above acconnts,including ownership and any changes,closnres and/or.reimbursement oi fands,
plase call the West Shore Plaza at 717-731-1730.
We were nnable to locate any safe deposit boz for the above-mentioned decedent
This ktber das not indude any accounb in wLich me dece�sed may have been tistied as Power of Atborney,Costodi�n�'Uniform Tn�o�ers,
RepreseMative Payyee,or Trusb�e under a Writ�m Agreement
Sincerely, C�� ,�`,�IVEQ
valarie lvtercer AUG 0 8 2013
Adjuslment Services J 0 H NS�N DU FFI E
• o
MexLife
Met��fe
Total Control Account ,
�O Box 6300
Scrautc�n,PA 18505-6300
800-638-12$3
PLEASE RESPOND IlVIMEDIATELY R
F���
August 14, 2013 A� V��
�Q ��2
���5� ����
Dana.Wiseseman � 4UFF
301 Market Street �E
PO Box 109
Le�moyne,PA 17043-0109
Re: Metropolitan Life Insurance Company
Total Control Account#4062581991 -
Accountholder: ROBERT D O'HARA
Dear Dana Wiseseman: �
We aze writing in regard to the above-referenced claim for TCA proceeds. Please accept our
sincere condolences at this time.
The information in our file indicates there was no beneficiary designated to receive the TCA
proceeds. The beneficiary provision of the TCA Customer Agreement set forth how the proceeds
will be paid when there is no beneficiary.
Accordingly,the benefits are payable to the first in the following order of precedence:
� The spouse.
�2.' If no surviving spouse, in equal shares to the surviving children. If there is only one
surviving child, the entire TCA balance is payable to the surviving child. The term
child(ren)includes a legally adopted child(ren).
�'. If no surviving spouse or children, in equal shares to the accountholder's surviving
� parents. If only one parent is surviving, the entire TCA balance is payable to the
surviving parent. �
�! If no surviving spouse, children or parents, in equal shares to the accountholder's
surviving siblings (brothers and/or sisters). If there is only one surviving sibling, the
entire TCA balance is pa.yable to the surviving sibling.
Note:Metropolitan Life�nsurance Company(MLIC)provides administrative services for Total Control Accowrts established in connection with
p011C1C3 193llCd�y�.IC OI'�CCft31110f Mi.T(''c incnranr.P r.mm�any afFiliatrc--_--_
ExH�e�r G
tca.0141.rev.02
_ _____ _ __
�����
� 5. If no surviving spouse, children, parents or siblings, the entire TCA balance is
payable to the accountholder's estate.
To file a claim on behalf of one or more survivors,please provide the following:
• Claimant's Affidavit (enclosed) completed in a11 sections to the best of your�ability. If
information is unavailable or unknown please indicate this by using the term
"unavailable"or"N/A"{not applicable). You must sign this form before a notary.
• Claimant's Statement (enclosed) completed by the first existing survivor in the above
listed order of precedence.
In the event none of the aforementioned individuals survive the TCA Accountholder, the
proceeds are due to the Estate of Robert O'Hara. To file a claun on behalf of the probated Estate,
kindly provide the following:
• Claimant's Affidavit (enclosed) completed in all sections to the best of your ability.
If information is unavailable or unknown please indicate this by using the term
Kunavailable"or"N/A"(not applicable). You must sign this form before a notary.
• Claimant's Statement (enclosed) completed by the court appointed
Admini strator/Executor.
• W-9 Form (enclosed) completed with the Estate's applicable Tax Identification Number
and signed by the appointed Administrator/Executor.
A pre-addressed envelope is enclosed for your convenience. Upon receipt of the requested
information we will continue our review of this clai.m.
If you ha.ve any questions or require further assistance,please call our TCA Customer Service
department at 800-638-7283 Monday through Friday, 8:OOam through 6:OOpm ET.
Sincerely,
TCA Administration Services
enclosures
-------- ___.- — - _ _ _ -- _ ---- - ------ _ --- ---
_.
Note:Metropolitan Life Insutance Company(MLIC)pmvides administQ�tive services for Total Control Accounts established in coffiection with
policies issued by MLIC or by certain of MLIC's insuiance company affiliates.
tca0141.rev.03 �
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SUMMARY APPRAISAL REPORT
- PERSONAL PROPERTY ESTATE
Personal Property of the Estate of.•
Robert David O'Hara, deceased
890 Emanuel Rd.
� Lewisberry, PA 17339
Personalty Currently Located at:
890 Emanuel Rd.
. �
Lewisberry, PA 17339
,
Client:
Susan Lindsey
�
Intended Use�:
Susan Lindsey
� Effective Date of Appraisal:
d.o.d. Apri105, 2013
Date of Report:
September 12, 2013
By:
� 'aI�is A raisaC
��
� Services
;
14S N.Hanover St.
� P.D.Box 2¢
Car�s�e PA r�o13
(717)243-3474
info�ibtsappraisals.com
cc�Ibtsapptaisals.com
Ibis Appraisal Services _ _ _ _____ __.____ __ ____ September 12,2013
__ --—-_-- -- ---
O'Hara/Lindsey Estate Page 1 of 17
EXHIBIT I �
,�
. TABLE OF CONTENTS
Table of Contents 2
AppraisaJ. Scope of Work 3
Appra.isal Extraordinary Assumptions 4
Appraisal Hypothetical Conditions 4
Appraisal Summary 5
� Personal Property Listing _ . 6
Appraisal Summary (Copy) 12
Glossary 13
Appraisal Certification � 14
References 15
Priv.acy Notice 16
Statement of Qualifications 17
Ibis Appraisal Services September 12,2013
O'Hara/Lindsey Estate Page 2 of 17
APPRAISAL SCOPE OF WORK
I hereby certify that, upon the clients' request for the appraisal of the estate personal property of
Robert David O'Hara, deceased, 890 Emanuel Rd. Lewisberry, PA 17339. I have appraised the
estate personal property to determine the Fair Market Value for the purpose of estate
administration, estate taxes and equitable distribution between heirs. The effective date is, as of
the d.o.d. April O5, 2013 and reported on September 1 Z, 2013. The client in this estate appraisal
is Susan Lindsey. The intended users of this appraisal are Susan Lindsey, the family of Robert
David O'Hara, and any other person(s) authorized by the administrators of this estate.
I have personally and physically inspected the listed personal property. The date of inspection
was August O1, 2013. The personalty was in the possession of and located at: 890 Emanuel Rd.
Lewisberry, PA 17339. The personal property was found to be in good condition, unless
otherwise noted.
The information and values contained in this report are based upon my experience as an
appraiser and other reliable sources (listed in the Reference Section) using a Sales Comparison
Approach to determine Fair Market Value. [Fair Market Value is used in divorces and estates in
the state of Pennsylvania.] A market data analysis with comparable sales transactions was used
to reconcile the quality and quantity of data. Values are reported piece-by-piece, and/or as a
whole. All values reported have been determined with consideration to the condition of the item,
market conditions, and salability factors. All analyses, notes. and paperwork are found in the
workf ile.
� IC�is A r��s�C
��
�er�ices
ACyssa G. . , S.A��1
�Director
Ibis Appraisal Services September 12,2013
O'Hara/Lindsey Estate Page 3 of 17
� ,
APPRAISAL EXTRAORDINARY ASSUMPTIONS
c�a Assumes that the items are properly identified.
APPRAISAL HYPOTHETICAL CONDITIONS
c�a There were no hypothetical conditions used in this appraisal.
Ibis Appraisal Services September 12,2013
O'Hara/Lindsey Estate Page 4 of 17
APPRAISAL SUMMARY
It is in my opinion,that as of the d.o.d. Apri105, 2013 and reported on September 12, 2013, the
Fair Market Value of the Estate Personal Property of Robert David O'Hara, deceased, 890
Emanuel Rd. Lewisberry, PA 17339:
(Hundred Dollars and Zero Cents)
($.00)
I�is A rais��
��
Ser ices
�
,�Cyssa .�N. , IsA-,��►�l
�irector
=port must be read in its entiretv. The Appraisal Summarv ONLY is not the
appraisal repor-�
Ibis Appraisal Services September 12,2013
O'Hara/Lindsey Estate Page 5 of 17
PERSONAL PROPERTY LISTING
Cate o : Furniture
Chair. Spanish Baroque-style arm chair with carved $150.00
back and plush seat.
Cor.responding Digital Photograph File: img_7409 jpg
Chairs. Two matching nineteenth century Victorian $120.00
�`� Eastlake side chairs with needlepoint plush seats.
,�
'` Correspondzng Digital Photograph Files: img_7438&
img_7439:jpg
.....
Chair. Nineteenth century Victorian Eastlake side chair $75.00
with solid hand-mirror-shaped splat and plush seat.
Corresponding Digital Photograph File: img_7440.jpg
�` �' Chair. Windsor armchair with bamboo turnings, wide $90.00
�> plank-bottom seat, and H-stretcher.
:°ti:�
�� Corresponding Digital Photograph Files: img_7443-
�,�
7445.jpg
. Cha.ir. Late nineteenth, early twentieth century black- $30.00
painted plank-bottom side chair.
Corresponding Digital Photograph File: img_7448.jpg
Tbis Appraisal Services September 12,2013
O'Hara/Lindsey Estate Page 6 of 17
Chair. Sheraton-style nursing maple arm chair. � $55.00
Corresponding Digital Photograph File: img_7463 jpg �
�..
Armchairs. Two matching twentieth century plush $20.00
� swivel armchair.
. Corresponding Digital Photograph�Files: img_7416&
img_7462 jpg
� Cheval Mirror. Free-standing nineteenth century ornate � $500.00
mahogany cheval minor/looking glass. �
Corresponding Digital Photograph Files: img_7467& �
img_7468 jpg
Chest.Nineteenth century Empire chest with book- $425.00
matched flame mahogany veneer and four single
drawers.
Corresponding Digital Photograph File: img_7441 jpg
Sideboard. Nineteenth century grain-painted sideboard � $425.00
_ with shelving over two drawers over two blind doors.
= Corresponding Digital Photograph Files: img_7422 c� �
�� im 7423.
A�� g— .IPg
;y
�Ibis Appraisal Services September 12,2013
O'Hara/Lindsey Estate Page 7 of 17
; � �� � Secretarv.Nineteenth century Sheraton country $900.00
. ��
:; secretary with hidden cornice cubbies over one drawer
,�.x
. flanked by two blind doors over writing service over
two drawers. � �
ti Corresponding Digital Photograph Files: img_7452,
img_7453, & img_7455.jpg
� � Washstand. Nineteenth century Sheraton washstand $375.00
wrth backsplash and turned legs.
� Corresponding Digital Photograph File: img_7461 jpg
Side Table. Small Sheraton-style side table with one $175.00
drawer and turned legs.
� Corresponding Digital Photograph Files: img_7465&
img_7466.jpg
Parlor Table. Nineteenth century oval parlor table. $125.00
��°?�:� Corresponding Digital Photograph File: img_7446.jpg
Table. Eighteenth centu�y round tilt-top table with $750.00
�birdcage, vasiform pedestal, three legs and pad feet.
Corresponding Digital Photograph Files: img_7411-
img_7413 jpg
Ibis Appraisal Services • September 12,2013
O'Hara/Lindsey Estate Page�8 of 17
`� Table. Chippendale-style round table with vasiform $175.00
. pedestal, three legs and pad feet.
Corresponding Digital Photograph Files: img_7457,
img_7458, & img_7460.jpg
Bedroom Set. Nineteenth century Victorian dresser and $725.00
bed.Dresser has candle rests, white marble top, and
three single drawers. Bed is full-size Victorian bed �
with applied decorative accents.
Corresportding Digital Photograph Files: img_7442&
img_7449.jpg
"` � - Parlor Set. Matching partial nineteenth century $280.00
.
"� Victorian Parlor Set. Set consists of a carved, plush,
tufted settee and one chair.
. Corresponding Digital Photograph Files: img_7410&
img_7415.jpg
'�' Sofa. Nineteenth century Victorian tufted velvet plush . $200.00
� sofa.
Corresponding Digital Photograph File: img_7414.jpg
. Sofa. Twentieth century plush sofa. $10.00
Corresponding Digital Photograph File: img_7456 jpg .
Sofa. Twentieth century plush sofa. . $10.00
Corresponding Digital Photograph File: img_7464.jpg
Ibis Appraisal Services September 12,2013
O'Hara/Lindsey Estate Page 9 of 1?
Cate o : Glass
, - ��_ �s,�. �" �.. . Plates. Two Daisy and Button EAPG (Early American $12.00
���� ;,�=.., ..
Pressed Glass) square serving plates.
� � ��'�� Corres oizdzn Di ital Photo ra h File: im 7430.
.; �w�..�p���� : � P g g� g p 8'— .IPg
�; �- ���q
�a �:
:.k. �, �:,�z
�,�::t
Creamer. EAPG (Early American Pressed Glass) $7.00
creamer with thistle motif. Maker: Mosser.
Corresponding Digital Photograph File: img_7431 jpg
�:
� Bowl. EAPG (Early American Pressed Glass) bowl $20.00
� with strawberry motif. Maker: Cambridge.
F�X L,
�' � �.>. Corresponding Digital Photograph File: img_7432 jpg
.�.,;
�'�
��� ��,��
3:".
; f-. �,�-',�1
r.��
-y' -
Cate o : Music
=;; Melodeon. Nineteenth century melodeon. Maker: $100.00
George A.Prince Co. Buffalo, NY.�
� Corresponding Digital Photograph Files: img_7417, .
img_7418, & img_7421 jpg
�,
Cate o : Potte & Porcela.in
�.�: - Teapot. White ironstone teapot with nut finial. � $35.00
�- ��r��� 'a
;: �;. . Corresponding Digital Photograph File: img_7424.jpg
.�
�. ��,��:�r�
�� ' .
��. .
�Sa
`
......... ... .... ... . .. ...... ....... . .. .._ ..._. ._... ........_._... .
Tbis Appra.isal Services September 12,2013
O'Hara/Lindsey Estate Page 10 of 17
�?' ' �`�� ' Plate. Romantic Staffordshire red transfer-print plate. $65.00
Pattern: The Sea. Mak�r: Adams.
. �� �� Corresponding Digital Photograph Files: img_7425-
img_7427.jpg
��=;
;
�- �: �e�
,z,_
�=��.
w�.
��� M Plate. Blue spatterware plate with sunburst/star motif. $55.00
�
x` Corresponding Digital Photograph Files: img_7425&
�� �A - img_7428 Jpg
��
���
��� � ,
- Plate. Blue and red spatterware plate with $200.00
�� rainbow/bull's eye motif.
Corresponding Digital Photograph Files: img_7425&
img_7429 jpg
,,.�: ,�
=n.s,.�h 4,-...,.
, f_
, ,�_� ��, Creamer& Su�. Twentieth century Wedgwood dark $w 50.00
blue Jasperware creamer and covered sugar.
Corresponding Digital Photograph File: img_7433 jpg
Tota.l $6,159.00
_ _ _ _ ___ .
Ibis Appraisal Services September 12,2013
� O'Hara/Lindsey Estaxe � Page 11 of 17
� APPRAISAL SUMMARY (COPY) .
It is in my opinion,that as of the d.o.d. April 05, 2013 and reported on September 12, 2013, the
Fair Market Value of the Esta.te Personal Property of Robert David �'Hara, deceased, 890
Emanuel Rd. Lewisberry, PA 17339: �
(Hundred Dollars and Zero Cents)
($6,159.00) .
� � �� I�is A ra�sa�
�� . .
Se�r�ices �
. A yssa .7N oney, IS.�-,�1`M
�Director
.The reAort must be read in its entiretv. �'he Appraisal Summary ONLY is not the
gppraisaZ repor� . �
Ibis Appraisal Services " September 12,2013
O'Hara/Lindsey Estate Page 12 of 17 .
GLOSSARY
Extraordinary Assumption. An assumption, directly related to a specific assignment, which, if
found to be false, could alter the appraiser's opinions or conclusions [USPAP].
Fair Market Va1ue. The price at which a property would change hands between a willing buyer
and a willing seller, neither being under any compulsion to buy or sell and both having
reasonable knowledge of relevant facts [IRS Regulation Section 1.170A-1(c)(2)].
Fair Market Value Ex�anded. Fair Market Value is not to be determined by a forced sale...nor is
the Fair Market Value of an item of property to be deterred by the sale price of the item in a
market other than that in which such an item is most commonly sold to the public...taking into
consideration the location of the item where appropriate. [Treasury Regulation § 20.2031-1(b)].
Hypothetical Condition. That which is contrary to what exists but is supposed for the purpose of
� analysis [USPAP].
Replaeement Value. The term replacement value refers to the amount that an entity would have
to pay, at the present time, to replace any one of its assets [Wikipedia].
Sa1e Comparison Ap,proach. This approach compares an object property's characteristics with
those of comparable objects that have recently sold in similar transactions [Wikipedia].
__ _
__ _ _
_ _ _ . _
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O'Hara/Lindsey Esta.te Page 13 of 17
. CERTIFICATION OF APPRAISAL
I certify that,to the best of my knowledge and belief:
- The statements of fact contained in this report are true and correct.
- The reported analyses, opinions, and conclusions are limited only by the reported assumptions
and limiting conditions and are my personal, impartial, and unbiased professional analyses,
opinions, and conclusions. �
- I have no present or prospective interest in the property that is the subject of this report and no
personal interest with respect to the parties involved.
- I have no bias with respect to the property that is the subject of this report or to the parties
involved with this assignment.
- My engagement in this assignment was not contingent upon developing or reporting
, predetermined results.
- My compensation for completing this assignment is not contingent upon the development or
reporting of a predetermined value or direction in value that favors the cause of the client, the
. amount of the value opinion, the attainment of a stipulated result, or the occurrence of a
subsequent event directly related to the intended use of this appraisal.
- My analyses, opinions, and conclusions were developed, and this report has been prepared, in
conformity with the Uniform Standards of Professional Appraisal Practice.
- I have made a personal inspection of the property that is the subject of this report.
- No one provided significant personal property appraisal assistance to the person signing this
certification.
This appraisal was based upon the following assumptions, limitations, and conditions:
1. The information contained in this report was gathered from sources considered reliable, personal
examination,research of authenticity and comparable sales and/or auction prices.
2. No responsibility is assumed for matters that are legal in nature, including, but not limited to: the
representation of others concerning the value, authenticity,condition, origin, or provenance of an item
appraised. �
3. The appraiser assumed that a normal and careful examination of the property was sufficient to
determine its quality and condition and that no extraordinary examination procedures were to be
utilized,unless these were specially requested and the expenditure of funds therefore authorized.
4. The appraiser's court attendance and expert testimony report, if required, are not included as part of
this report. The appraiser does have the right to refuse testimony.
It is the firm belief of the appraiser that the information furnished in this appraisal report and the
conclusions drawn from this information are true and correct,but they are not guaranteed.
I�i A��raisa� �
Ser�i s
ACyssa L. . G n , ISA A`Nl
�Dixector �
_ _ _ _ __ __
Ibis Appraisal Services September 12,2013
O'Hara/Lindsey Estate Page 14 of 17
r
. APPRAISAL REFERENCES
Art Fact. http://www.artfact.com
Cordier Antiques & Auctions. 2151 Market St. Camp Hill, PA 17011. 717- 731-8662.
http://www.cordierantiques.cam
Cra.i 's List. http://www.craigslist.com
e�.http://www.ebay.com
I.R.S.Publication 561: Determining the Value of Donated Pro,perty. http://www.irs.gov/pub/irs-
pdf/p561.pdf
Live Auctioneers. http://www.liveauctioneers.com
Morphv Auctions. 2000 N. Reading Rd., Denver, PA 17517. 717-335-3435:
http://www.morphyauctions.com/
Pook&Pook. 463 East Lancaster Ave. Downingtown, PA 19335. 610-296-4040.
http://www.pookandpook.com
Prices for Antiques. http://www.p4a.com
Proxibid. hrip://www.proxibid.com
Terapeak.http://www.terapeak.com�
Treasury Regulation§ 20.2031-1(b). Title 26: Internal Revenue. Chapter I: Internal Revenue
Service, Department of the Treasury (Continued). Part 20: Estate Tax; Estates of Decedents
dying after August 16, 1954. Sec. 20.2031-1: Definition of gross estates; valuation of property.
U.S.Treasury Re�ulations Section 1.170A-1(c)(2): Charitable, etc., Contributions and Gifts;
Allowance of Deduction. http://www.taxalmanac.org/index.php/Reg._1.170A-1
. Uniform Standards of Professional Appraisal Practice. http://www.appraisalfoundation.org
Wikipedia.http://en.wikipedia.org/wiki/Replacement_value
Worthpoint. http://www.worthpoint.com
_._ ._ _ __ _. _ - _- _ _
Ibis Appraisal Services September 12,2013
O'Hara/I,indsey Estate Page 15 of 17
� r ,.
PRIVACY NOTICE
Pursuant to the Gramm-Leach-Billey Act of 1999, effective July l, 2001, appraisers,
along with all providers of personal financial services are now required by federal law to inform
their clients of the policies of the firm with regard to the privacy of client nonpublic personal
information. As professionals, we understand that your privacy is very important to you and are
pleased to provide you with this information. �
� � In the course of performing appraisals, we may collect what is known as "nonpublic
� personal information" about you. This information is used to facilitate the services that we
provide to you and may include the information provided to us by you directly or received by us
from others with your authorization. .
We do not disclose any nonpublic personal information obtained in the course of our
engagement with our clients to nonaffiliated third parties, except as necessary or as required by
law. By way of example, a necessary disclosure would be to our independent contractors, and in
certa.in situations, to unrelated third party consultants who need to know that information to
assist us in providing appraisal services to you. All of our independent contractors and any third
party consultants we engage are informed that any information they see as part of an appraisal
assignment is to be maintained by strict confidence within the firm. A disclosure required by law
would be a disclosure by us that is ordered by a court of competent jurisdiction with regard to a
legal action to which you are a party.
�Ve will reta.in records relating to professional services that we have provided to you for a
reasonable�time so that we are better able to assist you with your needs. In order to protect your
nonpublic personal information from unauthorized access by third parties, we maintain physical,
electronic, and procedural safeguards that comply with our professional standards to insure the
security and integr�ty of your information.
__
_ _ _
Ibis Appraisal Services September 12,2013
O'Hara/Lindsey Estate Page 16 of 17
. STATEMENT OF QUALIFICATIONS
Alyssa L.W. Loney, ISA-AM
PRESENTLY
Founder of Ibis Appraisal Services. Owner and Director. October 2001- Present. Responsible for
the management and direction of Ibis Appraisal Services. Conducts extensive on-site and in-
house appraisals, valuations, assessments, and analyses of personal and cultural property. ,
Conducts research on all objects considered personal and cultural property. Performs appraisals
for divorces, estaxes and insurance. Performs in the service of law fums, banks, insurance
agencies,universities, library, museums, churches, non-profit agencies and the general public.
Responsible fo�r the development of policies, guidelines, public programs, and standards for Tbis
Appraisal Serv�ices. Takes an active role in promoting ethics in appraising. Works with local,
� sta.te, national �.nd intemational agencies to prevent and uncover appraisal and personal/cultural
property fraud.
Member of the'International Society of Appraisers and the American Society of Appraisers.
PROFESSIOI�TAL COURSE COMPLETIONS
ISA Cours� Completions
- Core Course in Appraisal Studies
. - Antiques &Residential Contents
- Advanced Report Writing
USPAP Cd�mpletions
- 2002 Uniform Standards of Professional Appraisal Practice
- 2009 Uni�orm Standards of Professional Appraisal Practice (takes 15hr course, rather than
update course)
PROFESSIO�AL ACCOMPLIS�iIV�NTS�
. � State Histo�ical and Underwater Archaeologist for the State of Louisiana.
� Attended t�e Conservation of Indian Artifacts Symposium sponsored by the Smithsoruan
� Institution and the Tunica-Biloxi Indian Reservation, Marksville, Louisiana.
. � Director of the West Virginia University Historical Costume Museum.
� Research Archaeologist/ Artifact Instructor for CADW (Welsh Historic Monuments)/
University of York, England.
� Research and Preservation Specialist for the Maryland Historical Trust.
� Presented and published works for national and international organizations including the
Society for Historical Archaeology, Middle-Atlantic Archaeology Conference, Southeastern
Archaeolo�ical Conference, Louisiana Archaeological Society, and the Maryland Historical
Trust.
EDUCATIOI�T
B.Sc. Histor�cal Textiles and Clothing, 1992,West Virginia University, Morgantown,
West Virginia, United,Staxes.
M.A. . Archaeology, 1995, University of York, York, England.
__ _ __ __ _ _ _
Ibis Appraisal Se�vices . September 12,2013
O'Hara/Lindsey�state Page 17 of 17
Estate Valuation - OR ar �� -
�-� � -
Date of Death: 04/05/2013 Estate of: Robert 0'Hara Rev T/A
valuation Date: 04/OS/2013 Account: 110467?421
Processing Date: 06/15/2013 Report Type: Date of Death
_ Number of Securities: 3
File ID: Robert 0'Hara 1109677421 Estate Val
Shares Securit� Mean and/or Div and Int Security
or Par Description High/Ask Low/Bid Adjustments Accruals Value
1) 1844.74 Cash (CASH) �Q/NL��j�L � � 1,fl44.74
2) 354.89 Cash (CASH� �N�m�� 359.89
3) 13808.506 WILMINGTON FUNDS (97181C456)
MUN BD INSTL
Mutual Ftiind values reported to NASDAQ
' 04/05/2013 13.74000 Mkt
13.740000 189,728.8�
Daily Div. Accrual as of 04/05/2013 51.81
Total Value: . $191,928.50
Total Accrual: _ $51.81 .
Total: $191,980.31
Page 1 .
This report was produced with Est� Tnc. If you have questions,
please contact EXHIBIT.� �n 7.3.1)
_ __
_ __ __. __
2. e of Accourit Checking Accourrt l,��-� �,�
l�
Accmo7t ber 65173686
Ownership(Nam Robert D.D'Hara
_._ _ _ _ _
_ _ __ __ _ Jean O.Shandelmier(POA)
Opening Da#e 08/28/1964 �
Bala�rce on Date of Death �19,085.07
Accrued Irltere,st � � OS
Total r$19,085.12� � �����M_� _
3. Type ofAccount CheckiregAccount
AccozaitNuxnber 98120166
Ownership(Names o,f) Robert D. O'Hara
Opening Date 04/1 S/1997
Bala�tce on Date of Death � $56,471.14
Accnced Iritere.st $ .26
Total $56,471.40 ��� `�`�"�"�'—"______...._.
4. K�
AccountNumber 35004110093892
Ownership(Nd�nes o,� Robert D.O'Hara
Opening Date 10/02/2006
; Balarrce on Date of Death $81,683.10
Accrued Interest � 215.14
Totul $81,898.24` � ^
For any additionil fnformation on th��above accounts,including ownersLip and any changes,ciosnres and/or-reimbursement of fnads,
pka�e ca8 fl�e Weat Shore Plaa�at 7I7-?311730.
We were naable to locate any safe deposit boz for the above-menlioned decedent
ZLis Ittber das nat indwie aay acoaunls in which th�dec�sed may have bcea lisbed as Power of Atburney,G'ustodian o�'Unifarm TransEera,
R�Mafine Payee,ar Trasbe�under a Writbm Age+eement
Sincer�ely, ������/��}
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