HomeMy WebLinkAbout03-13-14 (3) 1505610143
REV-1500 EX(02-11), '
OFFICIAL USE ONLY
PA Department of Revenue pennsylvania County Code Year File Number
Bureau of Individual Taxes DEPARTMENT OF REVENUE
PO BOX.280601 INHERITANCE TAX RETURN 21 13 00682
Harrisburg,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
06 13 2013 12 29 1930
Decedent's Last Name Suffix Decedent's First Name MI
PEFFER JOYCE D
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
X❑ 1. Original Return 2. Supplemental Return 3. Remainder Return(Date of Death
Prior to 12-13-82)
❑ 4. Limited Estate. 4a.Future Interest Compromise 5. Federal Estate Tax Return Required
(date of death after 12-12.82)
g Decedent Died Testate Decade❑❑t Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach(opy of Trust)
9. Litigation Proceeds Received 10.Sgous nl2 3i 1 r dt(Date f Death 11.Election to tax under Sec.9113(A)
T (Attach Schedule 0)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
MARK A MATEYA 717 241 6500
REGISTER OLS USE ILY { J,
j5 sa :T «
rn
First Line of Address
55 W CHURCH AVENUE
Second Line of Address n t-
f..
(Dc::
- J
0
,
City or Post Office State ZIP Code DAT;PFILED
CARLISLE PA 17013
Correspondent's e-mail address: mam @mateyalaW.Com
Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief,
it is true,,=fect and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNAT E F PERSON RESPONSIBLE F FILING RETURN DATE
Diane M Beeman /Z
AD S
168 Wolf Bridge Road, Carlisle, PA 17013
SIGNA W1 RER OTHE THAN REPRESENTATIVE DA E
Mark A. Mateya 12, /�{
ADDR S
55 W. Church Avenue, Carlisle, PA
Side 1
1505610143 1505610143 J
150561❑243
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: Peffer, Joyce D
RECAPITULATION
1. Real Estate(Schedule A)....................................................................................... 1. 1 ,309,500 . 00
2. Stocks and Bonds(Schedule B)............................................................................. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C)......... 3.
4. Mortgages&Notes Receivable(Schedule D).................................:...................... 4.
5. Cash, Bank Deposits&Miscellaneous Personal Property(Schedule E)............... 5. 52 ,323 . 65
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6.
7. Inter-Vivos Transfers&Miscellaneous Non Probate Property
(Schedule G) u Separate Billing Requested............ 7. 712 ,500 . 00
8, Total Gross Assets(total Lines 1 through 7)................................ 2 , 074, 323 . 65
9. Funeral Expenses and Administrative Costs(Schedule H).................................... s. 48, 462 - 56
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................ 10. 6, 659. 41
11. Total Deductions(total Lines 9 and 10)................................................................ 11. 55, 121 . 97
12. Net Value of Estate(Line 8 minus Line 11)................... 2 ,019,201 . 68
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J)............................................... 13.
14. Net Value Subject to Tax(Line 12 minus Line 13)............................................... 14. 2 ,019,201 . 68
TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116
(a)(1.2)X.00 15. 0 . 00
16. Amount of Line 14 taxable
at lineal rate X .045 2 , 019,201. 68 16. 90, 864 . 08
17. Amount of Line 14 taxable
at sibling rate X.12 0 . 00 17. 0 . 00
18. Amount of Line 14 taxable
at collateral rate X.15 0 . 00 18. 0 . 00
19. TAX DUE......................:.......................................................................................... 19. 90, 864 . 08
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ❑
Side 2
L, 1505610243 15 05610243
REV-1500 EX Page 3 File Number 21-13-00682
Decedent's Complete Address:
DECEDENT'S NAME
Peffer,Joyce D
STREET ADDRESS
150 Wolfs Bridge Road
CITY STATE ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 90,864.08
2. Credits/Payments
A. Prior Payments
B. Discount 0.00
Total Credits(A +B) (2) 0.00
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 Line 2,enter the difference. This is the TAX DUE. (5) 90,864.08
Make Check Payable to: REGISTER OF WILLS AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;............................................................................... ❑ ❑x
b. retain.the right to designate who shall use the property transferred or its income;.................................. ❑ ❑x
c. retain a reversionary interest;or............................................................................................................... ❑ ❑x
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?.................................................................................................................... ❑ ❑x
3. Did decedent own an"in trust for' or payable upon death bank account or security at his or her death?....... ❑ ❑x
4. Did decedent own an individual retirement account,annuity,or other non-probate property which
contains a beneficiary designation?.............. ❑ ❑
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving
spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)].
For dates of death on or after January 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S.§9116(a)(1.1)(ii)]. The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of
assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an
adoptive parent,or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in
[72 P.S.§9116(a)(1)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.§9116(a)(1.3)]. A
sibling is defined under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
Rev-1502 EX+(01-10)
SCHEDULE A
pennsylvania REAL ESTATE
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Peffer,Joyce D 21-13-00682
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 schedule F.
Attach a copy of the settlement sheet if the property has been sold
Include a copy of the deed showing decedent's interest if owned as tenant in common.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Real Estate -Tax Parcel ID 21-07-0467-046;Approx. 1.84 Acres; 125 Wolfs Bridge Road, 597,000.00
Cumberland County, PA;Appraised Value(See Attached Appraisal)
2 Real Estate-Tax Parcel 21-07-0467-004A; 1.134-Acre tract of vacant land;Appraised value 9,000.00
(See Attached Appraisal)50%ownership-Tenants in Common-See Schedule G
3 Real Estate-Tax Parcel No.21-07-0467-004C ; 1.00-acre tract of vacant land;Appraised 8,500.00
value(See Attached Appraisal)50%ownership-Tenants in Common-See Schedule G
4 Real Estate-Tax Parcel ID 21-07-0467-004G; 1.00-acre tract of vacant land; Appraised value 8,000.00
(See Attached Appraisal)50%ownership- Tenants in Common-See Schedule G
5 Real Estate-Tax Parcel ID 29-17-1587-119; 2.96-acre tract of vacant land;Airport Drive, 23,000.00
Carlisle,Cumberland County;Appraised value(See Attached Appraisal)50%ownership-
Tenants in Common-See Schedule G
6 Real Estate-Tax Parcel ID 21-07-0467-002;216 Wolf Bridge Road,Cumberland County, PA; 86,500.00
4.34 acres;Appraised value(See Attached Appraisal)50%Ownership-Tenants in Common -
See Schedule G
7 Real Estate-Tax Parcel ID 21-07-0467-004;Approx. 54.11 Acres; 106 and 150 Wolfs Bridge 351,500.00
Road,Cumberland County, PA;Appraised value(See Attached Appraisal)50%Ownership-
Tenants in Common-See Schedule G
8 Real Estate 25 Acres by TP-Owned TIC with Peffer Trust; parcel 21-07-0467-005;Wolfs 226,000.00
Bridge Road;Appraised Value(See Attached Appraisal); 50%ownership;Tenants in
Common -See Schedule G
TOTAL(Also enter on Line 1, Recapitulation) 1,309,500.00
(If more space is needed,additional pages of the same size)
Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule A(Rev.01-10)
Rev-1500 EX+,(11-10)
SCHEDULE E
pennsylvania CASH, BANK DEPOSITS, & MISC.
DEPARTMENT NCETA RETURN PERSONAL PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Peffer,Joyce D 21-13-00682
Include the proceeds of litigation and the date the proceeds were received by the.estate.
All property jointly-owned with the right of survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 John L Peffer Trust-Proceeds generating from Trust Under the Will of John L. Peffer(DOD: 37,337.47
08/1712005)
2 PNC Bank-Checking Account#5112024093 9,049.79
3 Automobile-1998 Volvo-Fair Market Value-See attached Verification 1,200.00
4 Kabota Tractor-Equipment owned by Trust Under the Will of John L. Peffer(DOD: 3,800.00
08/17/2005)
5 Century Link-Refund on Telephone Service Account 71.15
6 Pennsylvnaia Turnpike Commission-Refund on closed account#79374 12.08
7 PFB Members-Term insurance payment to estate of Joyce Peffer; 467.47
8 PNC Bank-Refund on Credit Card Account 324.81
9 State Farm Insurance-Refund on car insurance 60.88
TOTAL(Also enter on Line 5, Recapitulation) 52,323.65
(If more space is needed,additional pages of the same size)
Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule E(Rev. 11-10)
Rev-1510 EX+(08-09)
SCHEDULE G
pennsylvania INTER-VIVOS TRANSFERS AND
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Peffer,Joyce D 21-13-00682
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % DECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TROANSFER. ATTACH THEIR COPY OF THE DEIED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1 Real Estate-Tax Parcel ID 21-07-0467-004;Approx. 351,500.00 351,500.00
54.11 Acres; 106 and 150 Wolfs Bridge Road,
Cumberland County, PA;Appraised value(See
Attached Appraisal)50%ownership-Tenants in
Commmon-See Schedule A
2 Real Estate-Tax Parcel ID 21-07-0467-002; 216 Wolf 86,500.00 86,500.00
Bridge'Road,Cumberland County, PA; 4.34 acres;
Appraised value(See Attached Appraisal)50%
ownership-Tenants in Common-See Schedule A
3 Real Estate-Tax Parcel ID 29-17-1587-119;2.96-acre 23,000.00 23,000.00
tract of vacant land;Airport Drive,Carlisle,
Cumberland County;Appraised value(See Attached
Appraisal)50%ownership-Tenants in Common-See
Schedule A
4 Real Estate-Tax Parcel 21-07-0467-004A; 1.134-Acre 9,000.00 9,000.00
tract of vacant land;Appraised value(See Attached
Appraisal)50%ownership-Tenants in Common-See
Schedule A
5 Real Estate-Tax Parcel No.21-07-0467-004C ; 1.00- 8,500.00 8,500.00
acre tract of vacant land;Appraised value(See
Attached Appraisal)50%ownership-Tenants in
Common-See Schedule A
6 Real Estate-Tax Parcel ID 21-07-0467-004G; 1.00-acre 8,000.00 8,000.00
tract of vacant land; Appraised value(See Attached
Appraisal)50%ownership-Tenants in Common-See
Schedule A
Total of Continuation Schedule 3ee attached page
TOTAL(Also enter on Line 7, Recapitulation) 712,500.00
(If more space is needed,additional pages of the same size)
Copyright(c)2009 form software only The Lackner Group,Inc. Form PA-1500 Schedule G(Rev.08-09)
Rev-1510 EX+(08-09)
SCHEDULE G
pennsylvania INTER-VIVOS TRANSFERS AND
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
continued
ESTATE OF FILE NUMBER
Peffer,Joyce D 21-13-00682
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE
NUMBER THELDATE OF TRANSFERS ATTACH THEIR RELATIONSHIP F THE EED FODECEDENT EAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
7 Real Estate 25 Acres by TP-Owned TIC with Peffer 226,000.00 226,000.00
Trust; parcel 21-07-0467-005;Wolfs Bridge Road;
Appraised Value (See Attached Appraisal)50%
ownership;Tenants in Common -See Schedule A
TOTAL(Also enter on Line 7, Recapitulation) 712,500.00
Copyright(c)2009 form software only The Lackner Group,Inc. Form PA-1500 Schedule G(Rev.08-09)
REV-1511 EX+(10-09)
pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX
RESIDENTDECEDENTTURN ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Peffer,Joyce D 21-13-00682
Decedent's debts must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) attached 11,479.15
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State ZiD
Year(s)Commission Paid
2. Attornev's Fees Mateya Law Firm, P.C. 26,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation)
Claimant
Street Address
City State. ZiD
RelationshiD of Claimant to Decedent
4. Probate Fees 713.50
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 10,269.91
See continuation schedule(s) attached
TOTAL(Also enter on line 9, Recapitulation) 48,462.56
Copyright(c)2009 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev. 10-09)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Peffer,Joyce D 21-13-00682
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Expenses
1 Hoffman Roth Funeral Home-Funeral bill 11,325.45
2 Pamela's Flowers-Funeral expenses 153.70
H-A 11,479.15
Other Administrative Costs
3 Baughman Memorial Works,Inc.-Inscription on Memorial Marker 219.00
4 Bretheran in Christ Church-Donation for use of Church Facilities for funeral 200.00
5 Cumberland Law Journal-Legal Advertisement 75.00
6 Diane Beaman-Reimburse for expense to change locks 13.97
7 Diane Beeman-Reimburse for after funeral meal 797.51
8 Diane Beeman-Reimburse for expenses prior to date of death 113.00
9 Diane Beeman-Reimburse for expenses at Lowes and removing sink,gas stove and 55.00
refrigerator
10 Diversified Appraisal Services-Appraisal of real esate 3,350.00
11 Diversified Appraisal Services-Appraisal of real esate 800.00
12 Goin Postal -Mailing cost to send the Accounting to J.Hess and L. Robinson; 21.55
13 Groff s Septic&Portable Toilet Services-Pumping of septic tank at residence 195.00
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
Peffer, Joyce D 21-13-00682
ITEM
NUMBER DESCRIPTION AMOUNT
14 Hilton's Lock&Security-Service charge for repairs to Small Steps Day Care 249.00
15 Katie Eames -Final care giving services 357.00
16 Kough's Oil Service-Fuel oil for residence 360.74
17 Kough's Oil Service-Fuel oil for heating of residence 516.29
18 Penn National Insurance-Liability Insurance-Account 0607001892 11572.00
19 PPL -150 Wolf Bridge Road; 32810-840001; balance as of June 27,2013 218.44
20 PPL -150 Wolf Bridge Road;32810-840001; balance as of 08/29/13 42.02
21 PPL -150 Wolf Bridge Road;32810-840001; billing period of 8/29-10/1 49.47
22 PPL -150 Wolf Bridge Road; 32810-840001; balance as of June 27,2013 135.72
23 PPL -150 Wolf Bridge Road;32810-840001; 10/1/13-10/31/13 35.93
24 PPL -150 Wolf Bridge Road;32810-840001; balance as of November 27,2013 44.81
25 PPL -150 Wolf Bridge Road;32810-840001;Services from November 27,2013 through 109.08
December 9,2013
26 PPL -150 Wolf Bridge Road;32810-840001;Services from December 31,2013-January 30, 141.13
2014
27 PPL -150 Wolf Bridge Road; 32810-840001; balance as of February 28,2014 124.60
28 State Farm Insurance-Insurance Premium on Farm Liability-Policy No. 98-42-3014-0 56.00
29 The Guide-Legal Advertisement for estate 50.00
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
Peffer,Joyce D 21-13-00682
ITEM
NUMBER DESCRIPTION AMOUNT
30 The Sentinel-Legal Advertisement of estate 221.40
31 York Waste Disposal-Residential trash service-Account No.3-0611-1403532 48.75
32 York Waste Disposal-Residential trash service-Account No.3-0611-1403532 48.75
33 York Waste Disposal-Residential trash service-Account No.3-0611-1403532 48.75
H-137 10,269.91
Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98)
Rev-1512 EX+(12-08)
SCHEDULE
pennsylvania DEBTS OF DECEDENT,
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN MORTGAGE LIABILITIES AND LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Peffer,Joyce D 21-13-00682
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 Amerigas-Propane gas bill tank rent 107.29
2 Amerigas-Propane gas bill tank rent-Account No. 200633588 217.18
3 Carlisle Regional Medical Center-Emergency Room Services for 06/01/13 13.65
4 Century Link-Telephone Service at residence-Acct 313113139 115.32
5 Century Link-Telephone.serivice-acct 313113139 428.94
6 PNC Bank-Home Equity Loan#4003000730032002 5,777.03
TOTAL(Also enter on Line 10, Recapitulation) 6,659.41
(If more space is needed,additional pages of the same size)
Copyright(c)2008 form software only The Lackner Group,Inc. Form PA-1500 Schedule I(Rev. 12-08)
REV-1513 EX+(01-10)
Pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF
Peffer,Joyce D FILE NUMBER
21-13-00682
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT
I TAXABLE DISTRIBUTIONS [include outright spousal 0 Not List Trustee(s) (Words) ($$$)
distributions,and transfers
under Sec.9116(a)(1.2)]
See attached schedule
Oe
Enter dollar amounts for distributions shown above on lines 15 throw h 18 on Rev 1500 co-
NON-TAXABLE as a ro riate?019,201.68
NON-TAXABLE DISTRIBUTIONS:
II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule J(Rev.01-10)
SCHEDULE J
BENEFICIARIES
(Part I,Taxable Distributions)
ESTATE OF:
Joyce D Peffer 06/13/2013 186-24-7750
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
1 Diane M Beeman Child One-Eighth of residual 252,400.21
168 Wolf Bridge Road estate
Carlisle, PA 17013
2 Marjorie Jones Child One-Eighth of residual 252,400.21
75 Goodyear Road estate
Carlisle, PA 17015
3 Rebecca S Lichtenberger Child One-Eighth of residual 252,400.21
12977 Mongul Hill Road estate
Shippensburg, PA 17257
4 Carolyn L Mitchell Child One-Eighth of residual 252,400.21
832 W.Woodchase Road estate
Knoxville,TN 37922
5 David M Peffer Child One-Eighth of residual 252,400.21
2433 Heather Circle estate
State College, PA 16801
6 Scott J Peffer Child One-Eighth of residual 252,400.21
106 B Wolfs Bridge Road estate
Carlisle, PA 17013
7 Laura R Robinson Child One-Eighth of residual 252,400.21
3620 Chardonnay Dr estate
Rockledge, FL 32955
8 Kristen L Taylor Child One-Eighth of residual 252,400.21
508 S. Baltimore Street estate
Dillsburg, PA 17019
Total 2.019.201.68
1
LAST WILL AND TESTAMENT
OF
JOYCE D. PEFFER
I, JOYCE D. PEFFER, of the 150 Wolfs Bridge Road, Carlisle, Cumberland County,
Pennsylvania, make this my will. I revoke any other wills or codicils to wills made by me.
ARTICLE I. DISTRIBUTION OF MY ESTATE
A. I give my tangible personal property to my children Scott J. Peffer, Carolyn L.
Mitchell, Marjorie L. Jones, Diane M. Beeman, Rebecca S. Lichtenberger, David M..Peffer,
Kristen L. Taylor and Laura R. Robinson, share and share alike. Tangible personal property
.includes stamp 9r"c6in collections but does not include other money or stock certificates or other
evidences of intangible rights or interests. Tangible personal property does not include any
business interests or property that is held primarily for investment purposes or used in connection
with any business in which I may be engaged or in which I may have any interest at the time of
my death.
B. I make the following specific gifts and bequests:
1) To Scott J. Peffer the following:
a) the 9 mm gun and the ammunition/shells that go with it;
C) =�
w M rye
b) His Father's Hess Truck and the Train wall plaques; � ° �_ 7
c) The best 9 mm gun and shells. = C) z
�" r
r- M CO
d) The best Camel back trunk available. cn :;a
2) To Carolyn L. Mitchell the following; n o ' _ s
O C7
a) Grandma Peffer's Baby picture and oval Frame.
a w u' f i
b) The blue glass lamp.
c) The Antique Spool Bed Frame and Dresser with tear-drop pulls.
3) To Marjorie L. Jones the following:
a) The hard wood Wash stand.
b) The silver Oil lamp with.Glass shade.
c) The red metal porch or lawn chair of unusual design.
Page 1 of 7 J J.D.P.
k ^ti_w
4) To Diane M. Beeman the following:.
a) Indian rug or throw from Rakestraw—presently in the p1h.k�
b) The cane rocker presently on the sunporch.
c) The green utility cupboard presently on the sunporch.
d) The glider rocker.
5) To Rebecca S. Lichtenberger the following: $'
a) Marble top oval stand which needs repair. .a
b) The pine blanket chest.
c) Any of my dolls that she desires to have.
6) To David M. Peffer the following:
a) The two twenty-two guns
b) The cherry wood buffet and matching china cupboard to match.
c) The rectangle mirror.
d) The tonto doll with gun on belt.
7) To Kristen L. Taylor the following:
a) The round oak table.
b) The table with glass topper.
c) The return of Kristin's own round mirrors
d) The two odd kitchen chairs with soft seats.
e) The memory foam mattress bed complete.
8) To Laura R. Robinson the following:
a) The Metal patio chairs.
b) The "Tobe Swihart" maple chest of drawers.
c) The(Maya?) Indian wall rug by Anita Troujillo.
d) The drop leaf table with 7 or more new pine extension boards.
C. I give the residue of my estate to my children Scott J. Peffer, Carolyn L. Mitchell,
Marjorie L. Jones, Diane M. Beeman, Rebecca S. Lichtenberger, David M. Peffer, Kristen L.
Taylor and Laura R. Robinson,per stirpes, at the absolute discretion of my executrix.
D. Whenever property is to be distributed to the descendants of a person(the
"ancestor"), such property shall be divided into equal shares, one share for each then living
Page 2 of 7 J.D.P.
descendant in the first generation below the ancestor in which at least one descendant is living,
and one share for each deceased descendant in such generation who has a descendant then living.
Each share created for a living descendant shall be distributed to such descendant. Each share
created for a deceased descendant shall be divided and distributed according to the directions in
the two preceding sentences until no property remains undistributed.
E. A person who has a relationship by or through legal adoption shall take under this
will as if the person had the relationship by or through birth, except that a person adopted after
reaching age twenty-one and descendants of such a person shall not so take.
F. Any beneficiary or the legal representative of any deceased beneficiary shall have
the right, within the time prescribed by law, to disclaim any benefit or power under my will and
the interest so disclaimed shall be distributed as if such beneficiary had predeceased me.
ARTICLE H. PROVISIONS FOR INTERESTS VESTING IN BENEFICIARIES
UNDER AGE TWENTY-FIVE
Notwithstanding the foregoing provisions, whenever any interest in my estate vests
absolutely in a beneficiary under age twenty-five,my Trustee shall retain the interest upon a
separate trust or together in one trust with other beneficiaries, as my Trustee decides at his or her
discretion, and pay to each beneficiary as much of the net income or principal according to the
following:
A. My trustee may distribute to and among my issue, or any of them from time to
time, all or any portion of the net income and such portions of the principal as my Trustee,in his
absolute discretion,may deem advisable. Such distributions of income and principal may be
made in such proportions among my issue as my Trustee, in his absolute discretion, may deem_
advisable,without regard to equality, and the pattern of any distribution of income or principal
need not be followed at the time of any other such distribution. Any of the net income not
distributed by my Trustee in accordance with the foregoing provisions in any calendar year shall
be accumulated and added to the principal of this trust.
B. My trustee shall distribute to each beneficiary upon his or her twenty-fifth
birthday his or her share of the trust.
C. If a beneficiary dies before reaching the age of twenty-five years,his or her
interest shall constitute a part of the beneficiary's estate.
Page 3 of 7 +: UiOJ.D.P.
1
D. This trust shall terminate upon.the earlier to occur of the following events:
(1) At such time as all of my living beneficiaries shall have attained the age .
of twenty-five years; or
(2) At such time as there is no beneficiary of mine then living.
E. Upon termination.of this trust in accordance with the provisions of subparagraph
D hereof, or if either of the events specified in subparagraph D has theretofore occurred,.the
balance of the principal then remaining shall be distributed to my issue,per stirpes.
ARTICLE III. PAYMENT OF EXPENSES AND OTHER CHARGES
I.desire a modest Christian funeral. I direct my Executrix to pay my funeral and burial
expenses (including the cost of a monument or marker over my grave). The estate, inheritance
and similar taxes assessable on my death (including from those assets not passing under this
Will) shall also be paid as a cost of administering my estate. My Executrix shall not request any
beneficiary to pay any part of such tax. I wish to have my funeral handled by the Malpezzi
Funeral Home. I desire to have my earthly remains laid to rest at the Dunkard Brethren Cemetery
near Mechanicsburg,Pa.
ARTICLE IV. MISCELLANEOUS PROVISIONS
A. Spendthrift Trust. To the extent permitted by law, neither the principal nor
income of any trust shall be liable for the debts of any beneficiary or, except to the extent
otherwise specifically provided,to alienation or anticipation by a beneficiary.
B. Matters of Interpretation. For simplicity, I have expressed pronouns and other
terms in one number and gender,but where appropriate to the context these terms shall be
deemed to include the other number and genders. The bold headings are for convenience and
shall not affect interpretation.
ARTICLE V. APPOINTMENT OF FIDUCIARIES AND POWERS
A. I name my daughter, Diane Beeman,to be my Executrix. Should she fail or cease
to act, I name my daughter Laura Robinson to be my Executrix. I name my daughter Laura
Robinson to be the Trustee of any Trust springing from this document. If administration of my
Page 4 of 7 '.�'7 J.D.P.
I
estate or trust should be necessary
�'Y any jurisdiction where my Executr�aro��, <��� �
unable to uali
q fy, or if my Executrix or my,Trustee deems it necessary for any other reascin, �r�"�, � �;;r _,•
give to my Executrix and my Trustee the power to designate any.individual or corporation with
trust powers to serve with my Executrix or my Trustee or in my Executrix's or my Trustee's
stead. I request that no security be required of any Executrix or Trustee, including an Executrix
or Trustee named pursuant to the preceding sentence. References in my will to my "Executrix"
and my "Trustee" are to the one or ones acting at the time, except where otherwise specifically
provided.
B. Any corporate Executrix or Trustee shall receive for its services the compensation
for which it is willing to undertake similar services for others at the time such services are
rendered, as evidenced by its published fee schedule in effect from time to time, unless it is
willing to agree, blion a fee that is less than its customary fee. Any individual who serves as
Executrix or Trustee shall be entitled to receive reasonable compensation for his or her services
and whether or not such individual receives compensation, shall be entitled to be reimbursed for
expenses incurred for such services.
C. I grant my Executrix and my Trustee the powers set forth in 20 Pa.C.S. §§ 3311-
3360, 20 Pa.C.S. §§ 7771-7780 and §§ 8104-8105 respectively. In addition, my Trustee may
merge any trust under this will with any trust having the same trustee and substantially the same
dispositive provisions. If at any time after my death the size of any trust under this will is so
small that, in the opinion of my Trustee, the trust is uneconomical to administer,my Trustee may
terminate the trust and distribute the assets to the person or persons authorized to receive the trust
income in such shares as my Trustee may deem appropriate. No Trustee who is also an income
beneficiary of the trust at issue shall exercise any discretion granted in the preceding sentence.
My Executrix and my Trustee may distribute tangible personal property passing to a minor to
any adult person with whom the minor resides, and that person's receipt shall be a sufficient
voucher in the accounts of my Executrix and my Trustee.
D. It is my desire.that my Executrix or alternate.Executrix consult with Mateya Law
Firm in the handling of my estate,they being familiar with my affairs.
ARTICLE VI. DEFINITIONS
The following definitions shall be applicable to all of the provisions of my Will except
where otherwise specifically stated:
Page 5 of 7 �' J.D.P.
2. . The term-"estate,',where appraprrate;,.
3. The term "minor" shall mean an individual who has 'not%-a Yn
�F
twenty-one years.
Executed this' qV-day of tt ' _ , 2013.
0
d yce . PeBer
Signed, sealed, published, and declared for and as his last will and testament by the testator in
our presence, we all being present at the same time; and we, in his presence and at his request
and in the presence of each other, have subscribed our names as witnesses whereof, all on the
date last above written.
l OF D Gt1 - C�-� C4a,_ ��-
OF 6/ii'm
l
Page 6 of 7 J.D.P.
COMMONWEALTH OF PENNSYLVANIA
CUMBERLAND COUNTY,to wit:
Before me, the undersigned authority, on this..date personally appeared Joyce D. Peffer, and
2 P)� A • !I?•F'�A , and'-R1.4/4J.f E ��I�/�l«� known to me to be
the testatrix and witnesses, respectively, whose names are signed to the foregoing instrument
and, all of these persons being by me first duly sworn, Joyce D. Peffer, the testatrix, declared to
me and to the witnesses in my presence that said instrument is her last will. and testament and
that she had willingly signed and executed it in the presence of said witnesses as her free and
voluntary act for the purposes therein expressed, that said witnesses stated before me that the
foregoing will was executed and acknowledged by the testator as her last will and testament in
the presence of said-witnesses who in her presence and at her request and in the presence of each
other did subscribe their names thereto as attesting witnesses on the day of the date of said will
and that the testatrix, at the time of the execution of said will,was over the age of eighteen years
and of sound and disposing mind and memory.
Sworn and acknowledged before me by Joyce D. Peffer,the testatrix,
d AT 1 witness, and pn18: 1�1 Uti- , witness,this
ay of ) 2013.
oyce D. Peffer
Witness
Witness
Notary.Public
F• t't; "trt^t,;�r i"FI t.��?�NNSYLIIAIVTIk ��' �
�l�lil�l{dttd GoUhty �
My coifimion expires •�-��� UI {r �, ti��°zoaa
ssi
SUMMARY OF IMPORTANT FACTS AND CONCLUSIONS
LOCATION: 106 and 150 Wolf s Bridge Road
Carlisle,Pennsylvania
TAX PARCEL NUMBER: 21-07-0467-004
OWNERSHIP: Joyce D. Peffer.
LAND SIZE: Approximately 54.11 acres.
ZONING: Residential Farm District,with the exception of a 1.2 acre
tract that is zoned Village Center District and the portion
lying in North Middleton Township,which is zoned Low to
Medium Density Residential District.
FLOOD HAZARD DATA: The subject is not located in a FEMA identified flood haz-
ard area according to map#42041 CO231 E, dated March 16,
2009.
PROPERTY RIGHTS: Fee simple interest.
SCOPE OF ASSIGNMENT: The scope of the assignment included an analysis of the
subject's area, an inspection of the subject property, an es-
timation of the property's highest and best use, considera-
tion of all three approaches to value, and the application of
those relevant to the valuation of the subjecti
CLIENT: Estate of Joyce Peffer and Trust Under Will of John L. Pef-
fer.
INTENDED USER: Estate of Joyce Peffer and Trust Under Will of John L. Pef-
fer.
IMPROVEMENTS: A four-unit apartment building, garage, mobile home and
storage buildings.
OBJECTIVE: To estimate the market value of the subject property as un-
encumbered.
USE OF THE APPRAISAL: To provide a market value estimate for use by the client in
an estate settlement.
4
EFFECTIVE DATE: June 13, 2013.
INSPECTION DATE: January 28 2014.
HIGHEST AND BEST USE:Development into a residential and commercial subdivi-
sion.
COST APPROACH: N.A.
SALES APPROACH: $703,000
INCOME APPROACH: N.A.
VALUE CONCLUSION: $703,000
1
f
I
I 5
SUMMARY OF IMPORTANT FACTS AND CONCLUSIONS
LOCATION: Wolfs Bridge Road
Carlisle, Pennsylvania
TAX PARCEL NUMBER: Part of 21-07-0467-005
OWNERSHIP: Joyce D. Peffer estate and John L. Peffer Trust
LAND SIZE: 25.19 acres.
ZONING: Residential Farm District and Village Center District..
FLOOD HAZARD DATA: The subject is not located in a FEMA identified flood haz-
ard area according to map#42041 CO231 E,dated March 16,
2009.
PROPERTY RIGHTS: Fee simple interest.
SCOPE OF ASSIGNMENT: The scope of the assignment included an analysis of the
subject's area, an inspection of the subject property, an es-
timation of the property's highest and best use, considera-
tion of all three approaches to value, and the application of
those relevant to the valuation of the subject.
CLIENT: . The estate of Joyce Peffer and trust under will of John L.
Peffer.
INTENDED USER: The estate of Joyce Peffer and trust under will of John L.
Peffer, et al.
IMPROVEMENTS: None on site.
OBJECTIVE: To estimate the market value of the subject property as un-
encumbered.
USE OF THE APPRAISAL: To provide a market value estimate for use by the client in
an estate settlement.
EFFECTIVE DATE: June 13,2013.
INSPECTION DATE: March 5, 2014.
4
F�
HIGHEST AND BEST USE:Use as a residential and commercial building site.
COST APPROACH: N.A.
SALES APPROACH: $452,000
INCOME APPROACH: N.A.
VALUE CONCLUSION: $452,000
5
I�
l
SUMMARY OF IMPORTANT FACTS AND CONCLUSIONS
i
(j LOCATION: 125 Wolf s Bridge Road
' Carlisle, Pennsylvania
TAX PARCEL NUMBER: 21-07-0467-046
OWNERSHIP: The subject property is currently deeded to John L. and
I! Joyce D. Peffer. Deed Book 248, Page 426 is dated August
26, 2001 for a reported consideration of$1.00.
LAND SIZE: Approximately 1.84 acres.
II� ZONING: Village Center District.
I�
FLOOD HAZARD DATA: The subject is not located in a FEMA identified flood haz-
ard area according to map#42041 CO231 E, dated March 16,
2009.
II; PROPERTY RIGHTS: Leased fee interest.
ff
SCOPE OF ASSIGNMENT: The scope of the assignment included an analysis of the
subject's area, an inspection of the subject property, an es-
I' timation of the property's highest and best use, considera-
tion of all three approaches to value, and the application of
those relevant to the valuation of the subject.,, f
CLIENT: Estate of Joyce Peffer and Trust Under Will of John L. Pef-
fer.
INTENDED USER: Estate of Joyce Peffer and Trust Under Will of John L. Pef-
fer.
IMPROVEMENTS: One-story detached day care center.
OBJECTIVE: To estimate the market value of the subject property as un-
encumbered.
USE OF THE APPRAISAL: To provide a market value estimate for use by the client in
an estate settlement.
EFFECTIVE DATE: June 13, 2013.
4
F.:
f
INSPECTION DATE: January 28, 2014.
�1 HIGHEST AND BEST USE: Continued use as a day care center.
! COST APPROACH: N.A.
SALES APPROACH:
N.A.
INCOME APPROACH: $597,000
i VALUE CONCLUSION: $597,000
i
E
i
i
5
i
SUMMARY OF IMPORTANT FACTS AND CONCLUSIONS
LOCATION: Off of Wolfs Bridge Road
Carlisle, Pennsylvania
TAX PARCEL NUMBERS: 21-07-0467-004A, 004C and 004G.
DESCRIPTION: Parcel 004A: A 1.134-acre tract of vacant land. 1
Parcel 004C: A 1.00-acre tract of vacant land.
Parcel 004G: A 1.00-acre tract of vacant land.
PROPERTY RIGHTS: Fee simple interest.
OWNERSHIP HISTORY: The subject lots are currently deeded to Joyce D. Peffer.
The lots last transferred on May 15, 2006 on Deed Book
274, Page 2808.
SCOPE OF THE ASSIGNMENT: The scope of the assignment included an analysis of the
subject's area, an inspection of the subject property, an
estimation of the property's highest and best use,
consideration of all three approaches to value, and the
application of those relevant to the valuation of the
subject.
OBJECTIVE: To estimate the market value of the subject lots as
unencumbered.
EFFECTIVE DATE: As of June 13, 2013.
HIGHEST AND BEST USE: Use as residential building lots.
COST APPROACH: N.A.
SALES APPROACH: Parcel 21-07-0467-004A: $18,000
Parcel 21-07-0467-004C: $17,000
Parcel 21-07-0467-004G: $16,000
INCOME APPROACH: N.A.
FINAL VALUE CONCLUSION: Parcel 21-07-0467-004A: $18,000
Parcel 21-07-0467-004C: $17,000
Parcel 21-07-0467-004G: $16,000
3
r
APPRAISAL CERTIFICATION
I hereby certify that upon application for valuation by:
THE ESTATE OF JOHN L. PEFFER
the undersigned personally inspected the following described property:
All those certain pieces or parcels of land situate in Middlesex Township, Cumberland
County,Pennsylvania, bounded and described as follows:
PARCEL 21-07-0467-004A: All that certain tract of land identified as Lot No. 1 on the
Subdivision Plan for John L. and Joyce D. Peffer, recorded in Cumberland County Plan Book
31, Page 26, containing 1.134 acres with 291.20 linear feet of road frontage along a fifty foot
private right-of-way.
PARCEL 21-07-0467-004C: All that certain tract of land identified as Lot No. 3 on the
Subdivision Plan for John L. and Joyce D. Peffer, recorded in Cumberland County Plan Book
31, Page 26, containing 1.00 acres with 250.00 linear feet of road frontage along a fifty foot
private right-of-way.
PARCEL 21-07-0467-004G: All that certain tract of land identified as Lot No. D on the
Subdivision Plan for John L. and Joyce D. Peffer, recorded in Cumberland County Plan Book
36, Page 116, containing 1.00 acres with 220.00 linear feet of road frontage along a fifty foot
private right-of-way.
To the best of my knowledge and belief the statements contained in this report are true
and correct, and that neither the employment to make this appraisal nor the compensation is
contingent upon the value reported, and that in my opinion the Market Value as of June 13,
2013 is:
PARCEL 21-07-0467-004A: $18,000
PARCEL 21-07-0467-004A: $17,000
PARCEL 21-07-0467-004A: $16,000
The property was appraised as a whole, subject to the contingent and limiting conditions
outlined herein.
Larry E. Foote
Certified General Appraiser
GA-000014-L
4
SUMMARY OF IMPORTANT FACTS AND CONCLUSIONS
i
LOCATION: Airport Drive, Carlisle, Pennsylvania
I
TAX PARCEL NUMBER: 29-17-1587-119
DESCRIPTION: A 2.96-acre tract of vacant land.
PROPERTY RIGHTS: Fee simple interest.
OWNERSHIP HISTORY: The subject property is deeded to Joyce D. Peffer. The
property last transferred on May 15, 2006 for a reported
consideration of$1.00 on Deed Book 574, Page 2823.
SCOPE OF THE ASSIGNMENT: The scope of the assignment included an analysis of the
subject's area, an inspection of the subject property, an
estimation of the property's highest and best use,
consideration of all three approaches to value, and the
application of those relevant to the valuation of the
subject.
CLIENT: Estate of Joyce Peffer and Trust Under Will of John L.
Peffer.
i
INTENDED USER: Estate of Joyce Peffer and Trust Under Will of John L.
i
Peffer.
F '
OBJECTIVE: To estimate the market value of the subject property as'
unencumbered.
�j
EFFECTIVE DATE: As of June 13, 2013.
INSPECTION DATE: January 28, 2014.
,F
HIGHEST AND BEST USE: Use as a residential building site.
a
COST APPROACH: N.A.
;4
SALES APPROACH: $46,000
INCOME APPROACH: N.A. {{
FINAL VALUE CONCLUSION: $46,000 {
l
3 �i
I`Ii.
APPRAISAL OF REAL PROPERTY
I
S �t
LOCATED AT
216 Wolf Bridge Rd
Carlisle,PA 17013
Deed Book 274 Page 2793
FOR
Marjorie Jones
OPINION OF VALUE
173,000
AS OF
04/26/2012
BY
Susan B.Burkholder
Diversified Appraisal Services
35 E.High Street,Suite 101
Carlisle,PA 17013
717-249-2758
sue.burkholder@gmaB.com
State Certified Residential Appraiser RL-000659-L
Form GA1V—"WinTOTAL"appraisal software by a la mode,Inc.—1.800-ALAMODE
RESIDENTIAL APPRAISAL SUMMARY REPORT File No.: 052412P
My research EJ did N did not reveal any prior sales or transfers of the subject property for the three years prior to the effective date of this appraisal.
Data Source(s): Assessment records
1st Prior Subject Sale/fransfer Analysis of sale/hransfer history and/or any current agreement of sale4isting: The home is not currently listed or under
Date: 05/16/2006 contract.
Price: 0
Source(s):Assessment records
2nd Prior Subject Sale/Transfer
Date:
Price:
Source(s):
SALES COMPARISON APPROACH TO VALUE if develo ed The Sales Cam arison Approach was not developed for this ap oralsal.
FEATURE I SUBJECT COMPARABLE SALE#1 COMPARABLE SALE#2 COMPARABLE SALE#3
Address 216 Wolf Bridge Rd 3551 Spring Rd 20 Sunset Dr 30 Wagner Dr
Carlisle PA 17013 Carlisle PA 17013 Mechanicstrurg,PA 17050 Carlisle PA 17013
Proodmilly to Subject 11111JIM 3.02 miles N 7.66 miles NE 2.26 miles N
Sale Price $ $ 200 000 NEIL-15540O0NJffJJW$ 125,000
Sale Price/GLA $ /s .ft.$ 119.05/5 .ft. $. 126.86/Sq-ft-1 $ 78.81/s.ft.
Data Sources Courthouse Courthouse Courthouse'
Verification Sources MLS MLS MLS
VALUE ADJUSTMENTS DESCRIPTION DESCRIPTION +- $Adjust. DESCRIPTION + $Adjust. DESCRIPTION +-$Adjust.
Sales or Financing None known None known None known
Concessions Conventional Conventional Conventional
Date of SalefTime As of 04/26/2012 05/10/2012 01/17/2011 05/08/2011
Rights Appraised Fee Simple Fee Simple Fee Simple Fee Simple
Location Avera a Average Average Average
Site 4.34 acres 1.34 acre +15.000 1.39 acre +14,800.80 acre +17,700
View Avera a Average Average Average
Design Style Colonial Colonial Colonial Colonial
Quality of Construction Aluminum sidin Wood/Vinyi BrickNln -5,000 Vinyl siding
.Age 102 years 212 years 53 years 112 years
Condition Avera a Good 20 000 Avera a Avera s
Above Grade Total Bdrms Baths Total Bdrms Baths Total Bdrms Baths Total Bdrms Baths
Room Court 6 3 2 6 3 1.5 +1 000 7 3 2 2 000 6 2 2
Gross Livin Area 1,408 s.ft. 1,680 s .ft. -8,200 1,225 s-ft. +5.500 1,586 s -ft- +5,300
Basement&Finished Full basement Full basement Full basement Full basement
Rooms Below Grade None None None None
Functional Utility Avera a Average Average Fair +6,300
,Heating/Cooling Hot wtr Oil Elec bsbd Fha Oil Fha Propane.CA -3,000
Energy Efficient gems Typical for area Typical for area Typical for area Typical for area
Garage/Carport 3-car dt ara a Lr 2-car dt ara a -15 000 1-car dt are a +10,00 2-car dt garage +5,000
Porch/Patio/Deck 2 porches 2 porches Porch deck Porch patio
Fireplace None +11,000 None +11,000 Gazebo
Net Ad ustment otal ❑+ N $ -26 200 N+ El- $ 24,3001 + $ 31,300
Adjusted Sale Price
of Com arables $ 173,800 $ 179,700 $ 156,300
Summary of Sales Comparison Approach Sale number 1 was given the most consideration since it sold recently.
A condition adjustment was made since this home was completely remodeled and has a new metal roof.
An adjustment was made for functional utility for sale number 3 since it Is a two bedroom home.
Indicated Value by Sales Comparison ApIroach$ 173 000
Copydghlo 2007 by a la made,Inc.This form may be reproduced unmoditd without written permission,however,a la mode,inc,must be acknowledged and credited.
0112 RESIDENTIAL Form GPRES2—°WinTOTAL`appraisal software by a Is mode,inc.—1-800-ALAMODE 312007
Summary Appraisal Report Diversified Appraisal Services
RESIDENTIAL APPRAISAL SUMMARY REPORT File No.: 052412P
Property Address: 216 Wolf Bridge Rd City:Carlisle State:PA Zip Code:17013
County: Cumberland Legal Description: Deed Book 274 Pa a 2793
Assessor's Parcel A 21-07-0467-002
Tax Year,2012 R.E.Taxes:$2,547 Special Assessments:$0 Borrower it a licall
Current Owner of Record: n..a Occupant: Ej Owner I I Tenant N Vacant I LJ Manufactured Housing
Project Type: 0 PUD 0 Condominium 0 Cooperative Other describe HOA:$0 LJ per year 0 per month
Market Area Name: Middlesex Township Map Reference: 21-07-467-002 Census Tract: 118.03
The purpose of this appraisal is to develop an o inion of: N Market Value as defined),or 0 other type of value describe
This report reflects the following value if not Current,see comments): 1Z Current the Ins eclton Date is the Effective Date Retrospective Prospective
:Approaches developed for this appraisal: Sales Comparison Approach Cost A roach Income A roach See Reconciliation Comments and Scope of Work
Property Rights Appraised: g Fee Simple 0 Leasehold Leased Fee Q Other describe
Intended Use: To establish value
Intended Users)(by name or e: Joyce Peffer&Marjorie Jones
Client: Peffer,Joyce&Marjorie Jones Address: 75 Goodyear Road Carlisle PA 17015
Appraiser: Susan B.Burkholder Address: 35 E.Hi h Street Suite 101 Carlisle PA 17013
Location: Lj Urban Suburban Rural Predominant One-Unit Housing Present Land Use Change in Land Use
Built up: ❑Over 75% ®25-75% ❑Under 25% Occupancy PRICE AGE One-Unft 60%❑Not Likely
Growth rate: ❑Rapid ®Stable ❑Slow ®Owner $(000) (yrs) 24 Unit % ®Likely* ❑In Process
Property values: ❑Increasing ®Stable ❑Declining ❑Tenant 100 Low 5 Mufti-Unit % *TO:Single Family
Demand/supply: ❑Shortage ®In Balance ❑Over Supply ®Vacant(0-5%) 600 Hi h 300 Comm'l 10%
Marketing time: ❑Under 3 Mos.®3-6 Mos. ❑Over 6 Mos. 0 Vacant >5% 200 Pred 50 Vacant 30%
Market Area Boundaries,Description,and Market Conditions(Including support for the above characteristics and trends): Marketing conditions are average with
properties selling within three to six months Conventional and insured financing is readily available to qualified buyers at reasonable rates and
terms The subject neighborhood is bordered by Harrisburg Pike Sprinq Road Route 944 and Silver Springs Township.
Dimensions: Irregular Site Area: 4.34 acres
Zoning Classification: Residential Country Description: Residential use is permitted.
Zoning Compliance: ®Legal ❑Legal nonconforming grandfathered Illegal ❑No zoning
Are CC&Rs applicable? M Yes 0 No ®Unknown Have the documents been reviewed? Lj Yes 0 No Ground Rent If applicable $ If
Highest&Best Use as improved: ®Present use,or ❑Other use(explain)
Actual Use as of Effective Date: Single family dwelling Use as appraised in this report: Single family
Summary of Highest&Best Use: Continued use as a single family dwelling
Utilities Public Other Provider/Description Off-site Improvements Type Public Private Topography Slightly rolling
Electricity ® ❑ Street Macadam ® ❑ Size Typical for area
Gas ❑ ❑ None Curb/Gutter None ❑ ❑ Shape Irregular
Water ❑ ® Well Sidewalk None ❑ ❑ Drainage Appears ade uate
Sanitary Sewer❑ ® On site Street Lights None
View Average
Storm Sewer ❑ ❑ None Alley None ❑ El
Other site elements: ®Inside Lot ❑Corner Lot ❑Cut de Sac 0 Underground Utilities ❑Other describe
FEMA S ec'i Flood Hazard Area ❑Yes D9 No FEMA Flood Zone X FEMA Map#42041CO FEMA Map Date 3/16/2009
Site Comments: This home is located on the in Middlesex Township The home has private water and sewer.This is common for the area and
does not have any adverse impact upon marketability.
General Description ExterlorDescdptlon Foundation Basemen) 0 None Heating
#of Units 1 ❑Acc.Unft Foundation Stone/Conc blk Slab None Area Sq.Ft. Type Hot water
#of Stories 2 ExterlorWalis Alum sidinq Crawl Space Partial %Finished 0 Fuel Oil
Type®Det.❑Att. ❑ Roof Surface Metal Basement Partial Ceiling Unfinished
Design(Style) Colonial Gutters&Dwnspls.Aluminum Sump Pump❑ Walls Unfinished Cooling
®Existing❑Proposed❑Und.Cons.Window Type Double-hung Dampness ❑ Floor Unfinished Central None
Actual Age(Yrs.) 102 ears StomYScreens Yes Settlement None Outside Entry Yes Other
Effective Age(Yrs.) 30 years I Infestation None
Interior Description Appliances Attic❑None Amenities CarStorage ❑None
Floors CAr et/Hdwd/Lmnt Refrigerator ❑Stairs ❑Fireplace(s)#1 Woodstove(s)# Garage #of cars( 6 Tot.)
Walls Plaster Range/Oven ® Drop Stair®Patio Attach.
Trim/Finish Wood Disposal ❑Scuttle ❑Deck Detach. 3
Bath Floor Vinyl Dishwasher ❑Doorway ❑Porch Covered aft.-In _
Bath Wainscot Ceramic Tile FardHood ❑Floor ❑Fence Carport
Doors Wood Microwave ❑Heated ❑Pool Driveway 3
Washer/0 er Finished Ell Surface Macadam
Finished area above grade contains: 6 Rooms 3 Bedrooms 2 Baths 1,408 Square Feet of Gross Living Area Above Grade
Additional features: Two porches.—--
Describe the condition of the property(including physical,functional and external obsolescence): The interior of the home was freshly painted.The large window
In the family room was replaced and the wiring was updated to 200 amp service.
. Copyrightm 2007 by a la mode,Inc.This form may be repmducad unmedxied without wrdten permission,however,a la mode,inc.must be acknowledged and credited.
mEStDE�iTIAL Form GPRES2—"WInTOTAL"appraisal software by a la mode,Inc.—1.800-ALAMODE 3/2007
J
MV-3 (8-08) MOTOR VEHICLE VERIFICATION 13204 3427 019863-001
Commonwealth of Pennsylvania OF FAIR MARKET VALUE BY
PA Department of Transportation THE ISSUING AGENT
Bureau of Motor Vehicles
Harrisburg,PA 17104-2516
This form is used in conjunction with Forms MV-1, MV-4ST,
MV-217A and an on-line processing Applicant Summary Statement. FOR DEPARTMENT USE ONLY
TYPE OR PRINT ALL INFORMATION AS REQUESTED
A VEHICLE DESCRIPTION
Model Year Make of Veheclo Model Bog Type PURCHASE
1998 VOLV SzDN PRICE
Vehicle Icentification Number;VIN) Odolyeter Reing 0 (No Tenths]
YV1 LS5549W2438121 '11 ,
B AGENT VERIFICATION OF FAIR MARKET VALUE-Check( ✓ ) the appropriate block:
I certify that the average Fair Market Value for the vehicle described above is$ 3,400.00
as verified by the current edition of a PennDOT approved publication.
Name of Publication:_-_The Automobile Red-Book
This vehicle or the fair market value for this vehicle was not listed in a current edition of a PennDOT
approved publication in Ty session.
SignaWre 'd Ag t; Agent Numbcr Dale
83-532 107/23/20113
C PURC SE IN OR
Last N_ e(or Full Business Name) First Name Middle Name PA UUI'hoto IN Date of Birth
J9NES HARVESTING LLC or Bus.ID ft
Co-Purchasor Last Name First Name Middle Name PA DUPhoto IW Dale of Birth
D PURCHASER/SELLER EXPLANATION
Explain in detail why the purchase price listed on Form MV-1.MV-4ST.MV-217 or Applicant Summary Statement is less than 80%of the average Fair Market Value,or if dne
vehicle is over 15 years old and the purchase price is less than S500,explain how the purchase price was determined,or it the vehicle is not listed in a PennDOT approved
publication.explain how the purchase price as listed in Section A was determined. Please use additional paper if more space is required. NOTE TO PURCHASER: An
additional audit of this vehicle sale by the Department of Revenue may occur. Please retain copies of this form,your cancelled check or original cash receipt,and
your receipt from the seller of this vehicle, along with either your copy of the Application for Certificate of Title (MV-1), the Vehicle Sales and Use Tax
Return/Application for Registration(MV-4ST)or the Application by Financial Institutions for Certificate of Title After Default by Owner(MV-217A). If you fail to
reply to the Department of Revenue,you will be assessed for the estimated amount of tax due.
Price agreed upon
E SEAL AND SIGNATURE OF SELLER- NOT REQUIRED FOR VEHICLES PURCHASED OUT-OF-STATE
SUBSCRIBED AND SWORN 07/23/2013 I/We stale that I/we have read and signed this form after its completion, and liwe
TO BEFORE ME: M DAY YEAR swear or affirm that the staternents made herein are true and correct.and that any
statement made on or pursuant to this form is subject to the penalties of 18 PA C.S.
Section 4903(a)(2)(relating to false swearing),which shall include punishment of a
�ASIG AT PER ry ISTERING OATH fine not exceeding$5.000.or to a term or imprisonment of not more than Iwo years.
S CbMWNVVEALTH OF PENNSYLVANIA or both.
T f lure e er
ORGA(� ttryRuFUN ESS
B fl3�rl�d 1r� �qL R IN
A Carlisle Be Signaw e o Co-Seller
M My CommissionF 6EEIdlQ&QF6 RY
P Telephone D
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F SEAL AND SIGNATURE OF PURCHASER
SUBSCRIBED AND SWORN 07/23/2013 I/VUe state that I/we have read and signed this form after its completion, and I!we
SU
SU BEFORE ME: MONTH DAY YEAR swear or affirm that the statements made herein are true and correct,and that any
TO statement made on or pursuant to this form is subject to the penalties of 18 PA C.S.
Section 4903(a)(2)(relating to false swearing)which 6 II include punishment of a
,NATUR N Dknl ' ERING OATH fine not exceeding$5,000,or to a t m r i prison t of not more than two years.
I i 11DT�Lt��ItfGSS o lS M N _EALTH OF PENNSYLVANIA ' h e Pu r
T $ M'FF
A / 511�iIjE6oB,YgTiFiFvrFttlhlt I nature of Co- urchaser t
M My Corte`-SIEfgdL9s6FPftWA'Rta0115
P Telephone Number
( > 717-776-7806
THIS FORM MAY BE PHOTOCOPIED Messenger No.039036