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HomeMy WebLinkAbout02-0442 Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Betty L. Tritt also known as No. ,;l/...O;. - 'If/I. , Deceased Social Security No. 183 -12 - 3690 Deborah T. Hassinger Petitioner(s), who is/are 18 years of age or older, applyOes) for: (COMPLETE 'A' or 'B' BELOW:) [K] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut rix the Decedent, dated 10/11/1994 and codicil(s) dated None named in the last Will of State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child borrt or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: n/a D B. Grant of Letters of Administration (c.t.a.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse Of any) and heirs: I Name Relationship Residence I (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with his/her last family or principal residence at 119 West Main St., Borough of Shiremanstown, Shiremanstown, PA 17011 (list street, number, and municipality) Decedent, then ~years of age, died 04/17/2002 at Camp Hill, Cumberland Co., PA (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PAl All personal property (If not domiciled in PAl Personal property in Pennsylvania (If not domiciled in PAl Personal property in County Value of real estate in Pennsylvania 3,500.00 $ $ $ $ 80,000.00 119 West Main St., Shiremanstown, PA situated as follows: Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the a riate form to the undersi ned: Si Deborah T. 2037 Cove T ed or rinted name and residence Hassinger Court, Harrisbur , PA 17110 pL;Ze:~ L:e~SYlvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of the know:edge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed ~"---\.~~ Deborah T. Hassinger before me this ~ day of lIifay 2002 ~e.~.~ For the egister ~ ARY C. LEWIS ' ,- ff 21-2002-442 No. Estate of Betty L. Tritt Deceased Social Security No: 183 -12 - 3690 Date of Death: 04/17 /2002 AND NOW, May 3, , 2002 ,in consideration ..-. ~ " ,... of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~ Testamentary D Of Administration :1 d N (c.t.a.; d.b.n.c.t.a.; pendente lite; durante abs~ia; durante minoritate) . . L<J are hereby granted to Deborah T. Hassinger ... :J ~...,n l--..l in the above estate and that the instrument(s) dated 10/11/1994 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Short Certificate(s). ~ $ $ 200.00 6.00 ~e.XA"~~~ Regis er of Wills MARY C. LEWIS Letters. . . . . . . . Renunciation. $ Affidavits ( $ Extra Pages (3 ). $ 9.00 Codicil. . $ JCP Fee. $ 5.00 Inventory. $ Other . . $ MAILED LEITERS 'ID ATI'ORNEY E(X;AR 5/3/02 TOTAL. $ 220.00 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS James D. Bogar }CBciillik (diW9 a subscribing witness to the will presented herewith, ecaa::h) being duly qualified according to law, depose(s) and say(s) that he was present and saw Betty L. Tritt the testatr ix , sign the same and that he signed as a witness at the request of testat rix in her presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). g tName) One W. Main St., Shiremanstown, PA 17011 (Address) Sworn to or affIrmed and subscribed before me this 3rd day of ~ 2002 1tk t . /lLlj ~B/ - i MA~- C. EWIS R~ ~e~&1er \"-1 ~) . (Name) (Address) \"1 ! 21-2002-442 REGaTER t>F WILLS OF CUMBERLAND COUNTY ... ..../'... OArti OF NON-SUBSCRIBING WITNESS Deborah T. Hassinger (eaG:h) a subscriber hereto, (ea~ being duly qualified according to law, depose(s) and say(s) that she is familiar with the signature of Betty L. Tritt CIIlllliEit will of (KlZeoo.fxbhxxmCl~mgxw~~~K) the presented herewith and OOldkil believes the signature on the will is in the handwriting of testat r; x that she Betty L. Tritt to the best of her knowledge and belief. ~Q~~,-\.~ me this 3rd day of Deborah T. HarR' er ~. y . 2~ 2037 Covey Court, Harrisburg, ~ C &.~I'M} ~)~ (Address) eglSter Sworn to or affirmed and subscribed before PA 17110 (Name) (Address) ~ . '\ LAST WILL AND TESTAMENT OF 21-2002-442 BETTY L. TRITT ~ I, BETTY L. TRITT, of the Borough of Shiremanstown, Cumberland County, Pennsylvania, make, publish and declare this as and for my Last will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, to my daughter, DEBORAH T. HASSINGER, or should she predecease me, to her issue per stirpes by representation. SECOND: Should my daughter, DEBORAH T. HASSINGER, and all of her children predecease me, I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, to my sister-in-law, SARA L. TRITT. THIRD: Should any of my grandchildren not have attained the age of twenty-one (21) years at the time for dis- tribution to him or her, I give, devise and bequeath the share of each such grandchild to my hereinafter named Trustee or Trustees, IN SEPARATE TRUSTS, to hold, manage, invest and reinvest the shares so received, and to use and apply from time to time such portion of income and principal for the said grandchild's education (including college, trade school or other similar training or education), as my Trustee or Trustees, in their sole discretion, deem advisable. Any income or principal not so applied shall be dis- tributed to each grandchild when he or she attains the age of twenty-one (21) years. In the event any of my grandchildren predeceases me or dies prior to the termination of this Trust, ~ ~ ~ " the interest of said grandchild in said Trust shall cease with any income and principal being divided evenly between or among my other grandchildren or the separate trusts established hereunder for their benefit. FOURTH: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all proper- ty, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivi- sion, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restri.ction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance pOlicies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being imited to, personal income, gift and estate or inheritance tax (G) To make distributions to my herein named benefici- 2 aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. FIFTH: I nominate and appoint my son-in-law, RONALD C. HASSINGER, as Trustee of the hereinabove described trusts. In the event of the death, resignation or inability to serve for any reason whatsoever of the said RONALD C. HASSINGER, I nominate and appoint my sister-in-law, SARA L. TRITT, as Trustee of the hereinabove described trusts. I direct that my Trustee shall serve without bond and shall receive fair and reasonable compen- sation. , \ \ SIXTH: I direct that all inheritance, estate, trans- fer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the principal of my residuary estate. SEVENTH: I nominate and appoint DEBORAH T. HASSINGER, Executrix of this, my Last will and Testament. In the event of the death, resignation or inability to serve for any reason whatsoever of the said DEBORAH T. HASSINGER, I nominate and appoint RONALD C. HASSINGER, Executor of this, my Last will and Testament. In the further event of the death, resignation or inability to serve for any reason whatsoever of the said RONALD . HASSINGER, I nominate and appoint SARA L. TRITT, Executrix of this, my Last will and Testament. I direct that my Executrix or Executor, Trustee or Trustees, as the case may be, and their 3 ,. .' successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this // ~ay of tC?~ ' 1994. ~y rc/ /~ BETTY . TRITT (SEAL) Signed, sealed, published and declared by the above- named Testatrix as and for her Last will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Address ,~ti~ ~~d cY' &/J~ Address 4 'i~ & CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Betty L. Tritt Date of Death: April 17, 2002 Will No. 21-02-0442 Admin. No. To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on June 26, 2002: Name Address Deborah T. Hassinger 2037 Covey Court Harrisburg, PA 17110 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date: June 26, 2002 4~~squire One West Main Street Shiremanstown, PA 17011 (717) 737-8761 Capacity: Personal Representative X Counsel for Personal Representative .<:;t (',": .:5 -J '........1 P -- r ~ -,,- JAMES D. BOGAR ATTORNEY AT LAW ONE WEST MAIN STREET SHIREMANSTOWN , PENNSYLVANIA 170 I I e-mail mai1@bogar1aw.com TELEPHONE (717) 737-8761 FACSIMILE (717) 737-2086 July 12, 2002 VIA HAND DELIVERY Mary C. Lewis Register of wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 RE: The Estate of Betty L. Tritt No. 21-02-0442 Date of Death: April 17, 2002 Dear Mrs. Lewis: I represent the Estate of Betty L. Tritt. Enclosed is a check made payable to the Register of wills in the amount of $4,873.50, same constituting a prepaYment at discount on account of Pennsylvania inheritance taxes in the above-captioned estate. The prepaYment is determined as follows: $114,000.00 multiplied by 4.5% or $5,130.00, less discount in the amount of 5% or $256.50, resulting in payment of $4,873.50. Please provide me with the appropriate receipt in this matter. Your time and consideration in this matter i~sreatly appreciated. - cj r,,-,.' /0;J~h~rs, --JtJ1ES :.v;Q :--~ , '-- JDB/jeb Enclosure cc: Deborah T. Hassinger COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRIS8URG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT JAMES D BOGAR ESQUIRE 1 W MAIN STREET SHIREMANSTOWN, PA 17011 u______ fold ESTATE INFORMATION: SSN: 183-12-3690 FILE NUMBER: 2102-0442 DECEDENT NAME: TRITT BETTY L DATE OF PAYMENT: 07/12/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 04/17/2002 NO. CD 001402 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $4,873.50 I I I I I I I I TOTAL AMOUNT PAID: $4,873.50 REMARKS: JAMES D BOGAR ESQUIRE CHECK#1680 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS C./' Register of Wills of CUMBERLAND County, Pennsylvania INVENTORY Estate of Betty L. Tritt No. 21-02-0442 also known as Date of Death 04/17/2002 ,Deceased Social Security No. 183 -12 - 3690 Deborah T. Hassinger, Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I /We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative Name of James D. Bogar Esquire Attorney: I.D. No.: 19475 Address: One West Main Street Shiremanstown, PA 17011 Telephone: 717/737-8761 Signature: 'lJQ\J~ '-\ .\.\cv.:xA~) Deborah T. Hassinger Signature: Address: 2037 Covey Court Harrisburg, PA 17110 Telephone: 717/652-6242 Dated: 01/13/03 Description Value (See continuation page(s) attached) (Attach additional sheets if necessary) Total: 90,087.00 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. P'''pared by the Pennsylvania Bar Association Copyright (0) 1996 form software only CPSystems.lno. Form#RW-7 (1992) INVENTORY Estate of: Date of Death: County: Betty L. Tritt 04/17/2002 Cumberland CASH: 1991 Ford, VIN 1FACP52U4MA141102 - Sold a Rowe's Auction Service - as per attached Sale Bill 1,900.00 Contents of home and personal property - Contents of home and personal property as per attached Sale Bill from Rowe's Auction Service 3,025.00 Erie Insurance - Refund of automobile insurance 162.00 5,087.00 REAL ESTATE/PA: All that certain piece or parcel of real estate having erected thereon a dwelling house being known and numbered as 119 West Main Street, Shiremanstown, Pennsylvania. The property was acquired by George F. Tritt and Betty L. Tritt, husband and wife, by Deed dated October 17, 1975 and recorded in the Cumberland County Recorder of Deeds Office, a copy of said Deed being attached hereto and incorporated herein. The said George F. Tritt died , whereupon full and complete title became vested solely in Betty L. Tritt, the Decedent herein. A copy 85,000.00 -1- of the Appraisal for said property is attached hereto and incorporated herein. The appraised value as of April 17, 2002 was $85,000.00. 85,000.00 TOTAL RECEIPTS OF PRINCIPAL............... 90,087.00 -2- . , REV -1500 EX . {6-00} CAPB HpRL EplO CRAC KOTK ES C P o 0 R N R D E E S N T C o M p T U A T X A T I o N REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER D E C E D E N T COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL) Tritt Bett L. DATE OF DEATH (MM-OD-YEAR) COUNTY CODE Co OFFICIAL USE ONLY /l-GI-(v 21-02-0442 YEAR NUMBER DATE OF BIRTH (MM-OD-YEAR) SOCIAL SECURITY NUMBER 183-12-3690 THIS RETURN MUST BE FILEO IN DUPLICATE WITH THE 04 17 2002 03/24/1922 u APP lCA l SURVIVINGSPOUSE'SNAM (LAS ,FIAST,ANOMIDOLEINITlAL REGISTER OF WILLS SOCIAL SECURIT NUMBER X 1. Orfginal Return 4. LImited Estate X 6. Decedent Oled Testate (Attach copy ofWfll) o 9. L1tfgatlon Proceeds Received Z. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a living Trust (Attach copy of Trust) o 3. (date of death . Remainder Return prior to 12-13.82) S. Federal Estate Tax Return Required 8. Total Numberof Safe Daposit Boxes o 10. Spousal Poverty Credit 0 11. Election t() tax under Se<:. 9113(A) (date of death between 12-31.91 and 1-1-95) (Attach Sch 0) ;'THIS$&:CTiOlfl.tlJS:r,BEc:6MPLE~D,ALl.CORIl.ESP()NDENCEII.:C()IlFIDEIl"[JAI.;''tAX INl'ORMATJON$HOULD BE \lIRECTED TO:/ NAME COMPLETE MAlLlNG ADDRESS James D. Bo ar FIRM NAME (If Applicable) One West Main Street Shiremanstown, PA 17011 TelEPHONE NUMBER R E C A P I T U L A T I o N 1. Real Estate (Schedule A) Z. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sale-Proprietorship 4. Mortgages & Notes Receivable {Schedule D) S. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Dedudions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus line 13) (1) (Z) (3) 85,000.00 None None (4) (5) None 5,087.00 (6) 38,059.23 None 14,605.37 111.63 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES OFFICIAL USE ONLY (8) 128,146.23 (11) 14 , 717 . 00 (12) 113,429.23 (13) (14) 113,429.23 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(aX1,Z) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due ZO. X ,j-lIi:!lIi:JF,tQIiI\~R&:'R&:~l.JE~tlr,j~,~'iJ&:!'l!r,jIl'Q,,'AN'Q'l$R!'~YMa.r >>, 13Ei$uaE'I'O ANSWER ALL QUES:r/ONSON REVEllSEtS1DEAND TO RECHECKMl<TH '(<' x o 0 (15) 0.00 113,429.23 X .045 (16) 5,104.32 X .12 (17) 0.00 X .15 (18) 0.00 (19) 5,104.32 CQPyrlght(c) 2000 form software only The Lackner Group. Inc. Form REV-1500 EX (Rev. 6.00) . Decedent's Complete Address: STREET ADDRESS - 119 West Main Street CITY I STATE I ZIP Shiremanstown PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CreditslPayments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 5,104.32 4,873.50 255.22 Total Credits ( A + B + C) (2) 3. InterestlPenalty. applicable D.lnterest E. Penalty 0.00 TotallnteresVPenalty ( D + E) (3) 4. It Line 2;s greater than Line 1 "'Une 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2. enter the difference. This IS the TAX DUE. (s) A. Enter the interest on the tax due. (SA) B. Enter the total of Line S + SA. This Is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT "'i:j:i:j::i::::!j:ij::::i!i!!i!!i!i!;i:;i:'i:;':;:"';"' 5,128.72 24.40 0.00 0.00 0.00 ....,.:..;":,'''\:i!jiiinniHii';.'''.,,. """:'i;:'(!ii:i[Hf[lfirfi[!fiHW" Did decedent make a transfer and: iI. retain the use or income of the property transferred; b. retain the right to designate who shall use the property transferred or its income; . t. retain a reversionary interest; or. . d. receive the promise for life of either payments, benefits or care? 2. If death occlmed after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . 3. Did decedent own an "in trust fo( or payable upon death bank account or security at his or her death? 4. Did decedent own an Individual Retirement Account. annuity, or other non-probate property which contains a beneficiary designation? IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Yes No ~~ o o o ~ ~ ~ Under penalties of perJury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of Itrf knowledge and belief. it is true, correct and complete. DeclaratIon of preparer other than the personal representative Is based on all informatIon of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Deborah T. Hassinger ___~Q~?__~?Y:~Y_9_~~~~___________________________.___ Harrisbur , PA 17110 James D. Bogar Esquire One West Main Street - - -shiremanst.o;';'; - - PA - - i-iiiii- - - - - - - - - - - - - - - - - - - -- DATE 1/13/03 DATE For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [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% [72 P.S. 9116 (a) {1.1} (iill. The statute does not exemot 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 twenty-one years of age or younger at death to or for the use of a natural paren~ an adoptive parent. Or a stepparent of the child is 0% [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 Hneal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2) [72 P.S. 9116(aXl)j. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.s. 9116(aX1.3)]. 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. 8..Joyrfght(c) 2000 form software only The Lackner Group. Inc. Form REV-1500 EX (Rev. 6-00) . REV-1502 EX .(1-97) SCHEDULE A CO....ONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCETAj( RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Betty L. Tritt SS# 183-12-3690 04/17/2002 21-02-0442 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 knowledae of the relevant facts. Real property which is jointly-owned with riaht of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE DESCRIPTION NUMBER OF DEATH 1 All that certain piece or parcel of real estate having erected 85,000.00 thereon a dwelling house being known and numbered as 119 West Main Street, Shiremanstown, Pennsylvania. The property was acquired by George F. Tritt and Betty L. Tritt, husband and wife, by Deed dated October 17, 1975 and recorded in the Cumberland County Recorder of Deeds Office, a copy of said Deed being attached hereto and incorporated herein. The said George F. Tritt died March 27, 1992, whereupon full and complete title became vested solely in Betty L. Tritt, the Decedent herein. A copy of the Appraisal for said property is attached hereto and incorporated herein. The appraised value as of April 17, 2002 was $85,000.00. TOTAL (Also enter on line 1, Recapitulalioni $ 85,000.00 (If more space is needed, insert additional sheets of the same size) :opyrfght(c) 1996 form software only CPSystems.lnc. Form REV-1502 EX (Re.... 1-97) INDENTURE TillS INDENTURE MADE This ,,;. d of .-.' ay October, One Thousand Nine HWldred and Seventy-five, between COMMONWEAL'rn NATIONAL BANK of the City of Harrisburg, Dauphin County, Pennsyl- vania (Successor to The Second National Bank of Mechanicsburg, Pennsylvania), Trustee under the Will of Ida E. Erb, Deceased, late of the Borough of Shirernanstown, Cumberland County, pennsyl- vania, GRANTOR, lIND GEORGE F. TRITT and BETTY L. TRIT'f, his wife, of Shiremanstown, Cumberland County, Pennsylvania, GRANTEES; WHEREAS, the aforesaid Ida E. Erb died testate on the 12th day of November, 1952, and by her Last Will and Testament which has been duly probated and recorcled in the office of the Register of Wills of Cumberland County, Pennsylvania, provided, inter alia, as follows: "6. I authorize, empower and direct my E:xr>clltor, hereinafter named, to sell the double brick dwelling house located at and knowlas 119-121 West Main Street, Shiremanstown, Pennsylvania, and to give the proceeds from said sale to The Seconu National Bank of Mechanicsburg, Pa., as Trustee, to be held in trust by said Bank for the folloNing purposes: (a) To pay the net income therefrom to my said niece, Esther Farence, so long as she shall live, periodically, as convenient. (b) To pay to my said niece, Esther Farence, so much of the principal thereof as she may need for her comfortable maintenance, support and medical expenses in the event that she has ex- hausted her other sources therefor. .":;~/ /26 P/,GF ;MB (c) After the death of my said niece, Esther Farence, to pay the remaining principal thereof to the Harrisburg Hospital, Harrisburg, Pennsylvania. " and; WHEREAS" Pursuant to Articles of Agreement maue the 4th day of March, 1953, and recorded in the office of the Recorder of Deeds of Cumberland County, Pennsylvania, in Miscellaneous Book , Page , among Harrisburg Hospital, as remainderman, Esther V. Farence, as life tenant, and The Second National Bank of Mechanicsburg, Pennsylvania, (now Conunonwealth National Bank) as Trustee, under the aforesaid provision of the Will of Ida E. Erb, the aforementioned premises were not sold by the Executor but were conveyed to the Trustee for the purposes set forth in the aforesaid provision of the said Will; and WHEREAS, Esther V. Farence, the Ii fe tenan t above referreu to, died July 2, 1974; and WHEREAS, Harrisburg Hospital, as the remainderman here ill- before referred to, and under authority of the aEol.:esaicJ Ayreement of March 4, 1953 has directed the Trustee to sell t.he a[ol.:"esaid premises; NOW, TilE HE FORE , THIS INDEN'l'URE WITNESSETH: That Commonwealth National Bank, as Trustee. for and in consideration of the sum of One ($1.00) Dollar lawful money of the United States to it in hand paid by the said Grantees at and before the sealing and delivery hereof, the receipt of which is hereby acknowledged, and in compliance with the direction of Hal.:Tisuury Hospital as aforesaid, has granted, bargained, 501<..1, alieneu, -2- 'In 0 (.C~~/ -.<.G r,~r,E 3 9 released and confirmad, and by these presents does grnnt, bargain, sell, alien, release and confirm unto the said George F. Tritt anu Betty L. Tritt, his wife, as tenants by the entireties, all that certain piece or tract of ground situated in the Borough of Shiremanstown, Cumberland County, Pennsylvania, more particularly bounded and described as follows, to wit: BEGINNING at a point on the northern R.O.W. line of West Main Street being the dividing line of #121 and '119 West Main Street, also being 262.00 feet east of the northeast corner of West Main Street and Rupp Avenue; thence by aforesaid dividing line and going through the center of the partition wall of .121 and #119 and through the center of the parti tion wall of a frame garage north fourteen degrees (140) zero hundredths minutes (DO") west One Hundred Sixty-nine and thirty hundredths (169.30') feet to a railroad spike on the southern R.O.W. line of Strawberry Alley; thence by aforesaid R.O.N. line north seventy-six degrees (76D) zero hun- dredths minutes (00") east 'l'hirty and thirty-six hundredths (30.36 I) feet to an iron pin on the dividing line of #119 and ill7 West Main Street; thence by aforesaid line south fourteen degrees (140) zero hundredths minutes (00") east One nundred Sixty-nine and thirty hundredths (169.30 I) feet to a bolt on the northern R. O. Vi. line of West Main Street; thence by aforesaid R.O.W. line south seventy-six degrees (760) zero hundredths minutes (Don) west Thirty and thirty-six hundredths (30.36 ') feet to an iron pin being the place of BEGINNING. Having thereon erected the eastern half of a 2-1/2 story brick dwelling, being #119 West Main Street. BEING a portion of the same premises which George W. Cain, Jr., Executor of the Last Will and Testament of Ida E. Erb, Deceased, by his deed dated January 14, 1955 and recorded in the office of the Recorder of Deeds of CumlJerland COlUlty, Pennsylvania, in Deed Book Vol. Page conveyed unto The Second National Bank of Hechanics- burg, Pennsylvania (now Commonwealth National Bank) , as Trus tee, and also being Lot #119 as shown in the final Subdivision Plan of Ida E. Erb Estate, duly recorded in the office of the Recorder of Deeds of Cumberland County, Pennsylvania, in Plan Book 26, Page 143. I ~ I'~"l E,t"l~ r',1I,d~r T~y n"l:/(~, .-/ c;:, :1 ",\'d. '7:?~1 ~ cLC-r.fu.d--1'c j,-'Y-c.; t:,,,,,b. c~. 11;,1. Col. ^Il!: /1-:> -3- '~/' , , /i v ;;~/~~~_U:J~. .L <.:'._~ .,: u;~,. '''::..."b C", I'). p, ' ",11 of .4;~hL. L~;I:~:...~~~li\.---... CI)'l1b. Co., P.J, (;C~K//:ZG /'/[" JiO J C', ;"~.-.I hl.oI~ t.." :... ~.'. " ',,<o;,c,', . "....1 , .-;., ,;:;'-) . _// ~ ,(,' <.,Lt (~ r:~(r-:..:/-~ --,'/''>..'-'''-7'- ',. ." 11"t. (:,,1. ,....11. ,~' /_ TOGE'.rHER with all and singular the buildings, ways, watercourses, rights, liberties~ privileges, hereditaments and appurtenances whatsoever thereunto belonging, or in anywise apper- taining, and the reversions and remanders, rents, issues anu profits thereof; and also, all the estate, right, title, interest use, trust, property, possession, claim and demand whatsoever, in law, equity or otherwise howsoever, of, in, to or out of the same. TO HAVE AND TO HOLD, the said buildings, hereditaments and premises hereby granted and released, or mentioned and intended so to be, with the appurtenances, unto the said George F. Tritt and Betty L. Tritt, his wife, as tenants by the entireties. AND the said Commonwealth National Bank does covenant, promise and agree, to and with the said George F. Tritt and Betty L. 'fritt, his wife, their heirs, executors and administrators, by these presents, that it, the said Commonwealth National Bank has not done, committed, or knowingly or willingly suffered to be done or committed, any act, matter or thing whatsoever whereby the premises l1ereby granted, or any part thereof, is, are, shall or may be impeached, charged or encumbered, in title, charye, estate, or otherwise howsoever. IN WITNESS WHEREOF, the said Commonwealth National Bank has caused this Indenture to be signed by its Presio:..lent, attested by its Secretary and the corporate seal of the corporation hereunto affixed the day and year first above written. Signed, Sealed and Delivered in the Presence of: ATTEST: COMMONWEALTfl NA'fIONAL BANK 'I) } , , ..' . ,;t'/;hy;-- ~?- -r::,)l".'Jf~ /),J,,I- Secretary ,'('f"J-.;j..\JL By' ., if 0, J, P re STlIeil~ f; f- ~I ": .t-( . ':': ,'::.':,:t~::.:~>:'\.' -4- 1/. ,n . ')' , klJI~/1 ,,;.'U r~q u.1.1 COMMONWEALTH OF PENN5YLVAN lA: in J' . 55 COUNTY OF /.,JO-l(JlII (^..) ;. On this. the /'/.1i. day of October, 1975, before me, a Notary PUblic, the undersigned officer, personally appeared ltc,,} V LP,.tJCI1.1 and acknowledged himself to be the L ;/01 ,)i(,,,J, I of COMMONWEALTH NATIONAL Bl\NK (Successor to 'rhe Seconu National Bank of Mechanicsburg, Pennsylvania) Trustee under the vfill of lda E. Erb, Deceased, and that he as such 1./'((' /"~/.1I,I(. Leing authorized so do so I executed the foregoing instrument for the purposes therein contained by signing the name of the corporation by himself as IN WITNESS WHEREOF, I herennto set my hand and ufficial seal. .,\i /.i, 5 I' I: /' (/7);1'('11'1 "1 if ((1.(J(,) Notary Publ.l.c .,J/., : ': .~. "..; .f. ",. ,-- -'..,<l '/~~/. :', : ~,'-;~.,) Ny Commission Expires: If, ' 1 '. i " I: ~:' 1 ~. 1:-, 'n (:)MMOr~WE^LTH OF PEI'-lHSYl'l^tIlA ::: ;:, L>EPAkll:::~~Re:~eNlIEB' ~ "''1pt'''ln-c;;>,...';,W) :::: :~~rHHA OClI}'" f~~'l I 5 0.0 0 f~ <:'> P.B.11l62 ::.: . llt...1 'j.. .tr,.i'.:~';1.: l. b(!"hy '(~'ht", " " . ...1 wilhw ',,; ul'" f. ~ I'\JHl rlUl mh("~ . ~ (: ~_' . I , 1 (... j';)" /?~l,.-l ~ I"{'" .I""II"{"'-"'J~:~~:?_fi!.::-':'"_.-I ' ---'-'--~3U:-~!{-/ -- ('.r...IlI..~l\r^tl.. .1.'1t. of PO!'l1m'il"'~I\ltI d l S5 - d r.., t\"'~'f l')f C\lI1lh~rI,~~ f4 thp recr.>,dir,g of 1.)" ,,- c\ d' ,I,... "'P'rp- or' P \', .or,':!' 111(, ~'.l,;....h,~,l>Jond CQlm~'f. JlI. II I;' .1nd .),. " L P!I'-r' .--::-- r" I .:- '<In\. "--" .,,"(,r. "d .,,\ of .omc~. fl) ~" , I nl.d ....!.,- ;.. ,/ --' Wi 1m)';:' m'j', "I j/ 1/, 'I L."- ~. ' Jay 01. . 1'.AI1.t.. ,/;,1., pa'bt.i 7)J..,L /\./\.: ,-/.. - ~ -7r (I fl.e........ =. r, ~ ~ .-, .--., ,~ :1::0 i: ",~..., 7,',',:;;7,.,: ....., Dcax/ /2G ?,\II 3.1.2 ,,-, '" ..., -~., ~ -::; ~" '.n r-..:..:::,. .'.C", "0 t~ .;.' '" SUMMARY OF SALIENT FEATURES SubleCtAddrtss 119 W MAIN STReET legalOlScrlpllon oeeo BOOK 26H, PAGE 308 CI1y SHIREMANSTOWN Coun~ CUMBERLAND S.. PA Z1pCodI 17011-6329 C8nsusTracl 0112.00 Map RellfiSfJCl 37-23-0557-182A SOt,"" I NA OallolSaIe 8.02 Borrower/Client NA Lender PRIVATE Size (5quarefetQ 1,292 Price per SquanFoor I Location AVG.8USY AD Ago EST 70115 Condition AVERAGE Total Rooms 6 Bedrooms , Baths Appraiser JULIE A. STOFFER Oa18 01 AppralsedValue 4-17.02 Fi1aI Estimale 01 Value $ 65,000 Form SSO _ 'TOTAl lor WIndows' iplJfalsal sollware b~ a Ii mode, Inc. -1.800.Al.AMODE .....1fO "'MAII'tI~.n~I:III:!t1 ........ .", FlIt No, WMAINSTREETl19 ~ 119WMAlNSTREET SHIREMANSTOWN PA ~'7011-6329 DEED BOOK 2eH PAGE 308 CUMBERLAND ........ "" SeE MAP R"'A'NCE NO. T..V_ 2002 ., T._. 1 133.00 -;;:::;: 0.00 orrower NA C Owner ESTATE OF BETTY TR1TI ........_nn..... nT"",,' rXIVacanl : Isa eel ftt leas_ T PUO Condom..." UO on HOAt NfA >Mo. HIREMANSTOWN 37.23-0557.182A T 0112.00 NA NA PRIVATE ...... I......." JUUE A. STOFFER lrIrIrHs 24 W. Main Street Shiremanslown PA17011 locallon u- ~ S_., U RunI -- iIlll!l!.....' ''''.1!? "-tlandun" Landu..chll'l91 8u11:up 181 il'Itt75' o 25-75' 0 .- 25' - 1(0001 (ynl Ont_~ 181 NoIWoI, Oli<tly _rats ORalid I8Islablo o Slow 181 Own" 55 low---1L 2-41amlly --L- Olnprocess """'"'_ I8llnuusklg 0- D_ OT_ 200+ H"h ,00+ M"d.loniy --L- To; . ,:~RSOOrls<J' ~~~'R?"'su"" ~_t1>"1 ~~_Jl"IPredonirwJlr ::,., Coomtrclal 5 130 40 VACAHT 5 11'-: .... Inll 1111 r..1 OlmpnlU.. et lb. ...Igllltor....d 1111 ...1 ."III...IIIOINS. NtIghborhood boundaI1es IOddlaracIerlsUcs: The s~~~ nrrY'ler1v is bound bv the Dorounh line to lhe nor1h east south and west. The s,ihied _I orOoartv II located In the borout'lh of Shiremall8town. I ~a::"a:'~:"Iht~"1l1t""",,",i1..~_~.__,...-._rm..,...~,apptal.marlI~'..I: . e a d addenda. MOIl eondtaons In IhI sUbJec:1 nelghbochood (ilcIud1Bg suppor1 for III aba.... conc:luslons rtlaled to Iht tend or property Y8IUIS, dtmilldlsupply, and marbtn;l1lme I ;':~I~~~~~prqlIrtaslorsallQU1enelghllolOOod.dncfiPIlooOllhI pmalenc:tolsalnandllnaoc:lnll c:onc:mlons, tic.): IIIIU a en a. '. PfGjIcIlnlornrallon fof PUe. (II appUcabll)"1s IhI deYlloper(Dullder Q conhI ollhl Homt Owners' MsOCiation (HOA)? UYIS UNo Appnlldmall \OtaI numbtf of units n 111, subteet projtcl. NJA Appmimale lolaI munbIr of units tor sal,1n 1tIt subjtcl prolec:t NJA Describe common elements and recreallonallacHlllts: NJA Dlmtnskx1s SeE LEGAL DES RIPTION TopocJ3phy LEVEL Sill aRIa .12 ACRES Comtl'Lot0 Ves ~No SU. TYPICAL FOA AREA SpecJlIe zonilg classlneaUon and descrlp1lon RESIDENTiAl Shape RECTANGULAR ZoniIo canpl.., I8Il,gol IV1Q l'dol """""~~~~~atl""d 'SlJ 0 UJeoaI o NoZOfIing Drainage APPEARS ADEQUATE . ~. p_.:.'".. "....;" View AVERAGE UUIIUn Public 01l1tr otI-sllelmp<<lVlllltntl T,.. Pub~e Private Landseaping AVERAGE Eletllic;ity 181 Slreel ASPHALT ~ 0 Ol'irewaySurface DIRTfGRASS Gas o NONE Curb/vUntr CONCRETE ~ 0 Apparent easements NONE OBSERVED Waler 181 Sidewalk CONCRETE 181 0 fEMA Special Aood Hazard Area DYes 8J No Sanilarysewer 181 :~:~ Dghls POlE -~ ~ FEMA Zone C Map Dale 01/0511979 ...w_ n NONE ASPHALT a:UA lh.. "'" 4203690001A Coomenls (apparent adverse easemenlS, encroachments, special assessmenls, slide areas, illeqal 0( legal nonconlorminQ zoning USt, etc.): See attached addenda. GEHERAL OESCRlPTKlN EXIERtORDESCflIfITIOH FOUNDATION BASEMENT INSULATION No. 01 Units , foundation CNCRT BLCK SO, NONE Alea SQ. fl 646 Rool _0 Ho.olStOffes 2 Exterior Walls BRICK Crawl Span NONE "flnlshed 0% CeiUno ATTIC [8] T...{D'U'~I SEMI DET RooISurfacI SHINGLEiMTL Bastment 100"1. Ceiling UNFINISHE Walls_D OnlQn(SlyIe) 2STYIBSM Gulters & Dwnspls. ALUMlMET AL Sump Pump NONE W.. CNCRT 8le """ _0 ElIistinglProposed EXISTING WindowTypt DBl HUNG Oam,n... NONE OBSERV. Floor CONCRETE None_D A<J' (VTS.) EST70 SlomV'Screens YESlYES Settlement NONE OBSERV. OuI$idtEnby NO """"'--- ~ F:rlectiveA eNrs.l 15 ManulacltlfedHouse NO Intestatioo NONE OBSERV. 800M' "'.ft ,. '".m." X 6'6 ,...., 1 , 1 6'6 - ,...., 3 1 6'. - Anlslledareaabove"'adeconlains: 4 Rooms' 3 Bedrooms. 1 Balhls" 1 292 S uare feet or Gr(lss Livinn Area W1IIUOR MaterlalS/ClHKIltion HEATWG K1TCHEHEWf. ,me AMENITIES CAR STORAGE: - floo~ CAPTNNUAVG T", HW R._ If) Nont 0 Areplace{s) #_0 N,", 0 "'" PLASTERlAVG FuO Oil RanlJS/Oven ~ Stairs 0 PaUo 0 GaraQe I 01 ears TrlnVfInish WOOOJAVG AVG Dlsposai 0 DropSIair 0 0", 0 Attached Bathflou< VINYUAVG COIX.IIIl Dishwasher 0 SculUt 181 Porch 2 ~ Oew:hed 1 CAR Ball WaInscot FIBERGlASS/AVO C.,baJ NONE F_ 181 fIou< 181 F... 0 Built.1n Doo~ WOOOlAVG Oilier NO Mk:rowave 0 Huted R Pool P Carjl1)rt Condition NA Wa'he''''''_ iPi Anished Drivewa" 1/0T/GAS Addlllonal leallJres (spec:falllntfVYemcltnlltems, etc.): Fronl d rear arches' newer roof and furnace' hardwood f100rin under car 91S' detached t'I81ang measures 10x22. Condlllon olllle Improvements. dsprecladoo (physk:aI, fUlI(:tIcnaI, and external), repairs needtd, qualily of conslruedoo, remodeqiiiddlllons. 8Ie.: See aUached addenda - Adverse tnrironmental c:m:Iitlons (such as, bul noll/miled to,hazardous wu18S. !olllc SUbS.85. etc.) ~8Sent In lI1e improVI!f118flts, on thll Sill, or in !he immediate 'Iic:inIty ot Ihll subject property.: There are no aren! adverse environmental conditions observed u""'n ins....ection 01 the Imnrovements the site or In Ihe immediate vicinllv or the sub"ee1 nronertv CtohIPtm_,iIc. 17111 731-4600 UNIFORM RESIDENTIAL APPRAISAL REPORT !fIllNo WMAll\l~JHU:llIYIt'aall..J1 . f"""ltM"Fum706/93 PAGE 1 OF2 FaI10Ie Mae F1nm 1004 6193 Form UA2 - 'TOTAL. lor Wmows' appraisal sorlware by a la mode, inc:" -1-8(X1.AlAMOOE FiIlI No WMAlNSIRfETI uli Pl~ #~I UNIFORM RESIDENTIAL APPRAISAL REPORT Fl1eNo. WMAlNSTAEET119 ESIlMAIEDSIlEVAlUE .0. ..hh.....h.....h.h..........~ 1 29 _..COSI~I.ucl...,"""'~cost.._,..._. ESIlMAIED REI'llOOUCTIQH COSf./lEW-Of M'RD\'EMEHTS: _luoI__ ...,.. Hill. VA'" F""'" .,...Ilmalsd IIlIlaiing Owoltlg 1 .292 Sq. Fl @I 56.00 - 1 71.060 """"" ill ~.,. PfUl*1Y): s.eonacl1ud a_. Sq. Ft@l 12.00 _ 7.752 5.000 3.520 87.332 POACHES ~ 220 Sq.Ft@1 16.00_ TolsIEslmalld COSINow 0.0.0.0..0.. 0.-1 loss PhysI:oI _ EDmaI __ 21.6331 1 _I OspnclatodV...~~ 0.0.0.0.0.0.0...0.. ...0......0.. _I 'As<rVlils~~"'1I1'OYIm... 0.0..0............ '0.-1 INDlCATEDVAUlEBYCOSTAPPRQACH n ....m.................. _ ITEM SUBJECT COMPARABlE NO. 1 119 W MAIN STREET 9112WESTMAlN STREET IAEMANSTOWN SHIAEMANSTOWN 0.29 miles 0alI_ VAlUEAOJUStMOOS S,,", .. finRi1Q AbovIGtade Room C... Basement & finished "'" Oate.PrlceandOala Source, lot prlot sales AVQ.BU FE .12 ACRES AVERAGE 2 TV EMIIAV AVERAGE E 7Ql15 VERAG 8 : 3 1292 FULL BSMT UNFINISHED AVERAGE OHW/NOCA TYP FOR AREA 1 CAR GARlDET PORCHES NONE NONE NONE 21633 65499 5000 99,499 COMPAAABlE NO. 2 36 W MAIN STREET SHIAEMANSTOWN 0.22 miles B9 000 ;. ;,,~\1>'>J'\;' COW'AAABLEt<<l.3 27 W SIMPSON STREET MECHANICSBURG 2.34 miles ~~~' ,>~;:..'t,o' 80 000 63 000 89.75 <to ., ASMTRECORD~L~AGENTI SETTLEMENT DEPT. OESCRfTlON : + CONY NONE 1.9-02116 AVQ.BUSY AD FE .10 ACRES AVERAGE 2.5STYISEMIIAV ' AVERAGE EST 1 15 AVERAGE 64.52 rj:J ',;,./.'. ";;: ,~ ASMT RECOAOSIMLSlAGENTJ SETTLEMENT DEPT. OESCRfTlOO +~. FHA NONE 5.24.01123 AVG-BUSY RD FEE .05 ACRES AVERAGE 2STY/SEMIIAVG AVERAGE EST 7Ql15 AVERAGE 65.87ctJ .F-I....'.... ASMTAECORDSlMLSlAGENTI SETILEMENT DEPT. DESCRlPTIOH + - hf sl FHA NONE 5-24-01/53 AVG.BUSY RD FEE .05 ACRES AVERAGE 2STY/ROW/AVG . +1000 AVERAGE EST 70115 AVERAGE 6 : 3 : 1.5 1276 FULL BSMT UNFINISHED AVERAGE GHWJNOCA TYP FOR AREA 1 CAR GARIOET : PORCH/PATIO NONE NONE FINISHED LVL 3 COMPARABLE tiC. 1 NONE KNOWN TO EXIST OTHER THAN LISTED ABOVE FInal ReeonciUdon: See attached addenda. U AST FFER 8.2 02 RL- 17-L +1,000 2000 85 000 COMPARABLE NO. 2 NONE KNOWN TO EXIST OTHER THAN LISTED ABOVE COMPARABLE NO. 3 NONE KNOWN TO EXIST OTHER THAN LISTED ABOVE -1,000 6: 3 ; 6 : 3 : 1 240 1 260 FULL BSMT FULL BSMT UNFINISHED UNFINISHED AVERAGE AVERAGE OHWINOCA OFNNOCA TVP FOR AREA TYP FOA AREA NONE +3 000 1 CAR GAAlDET : PORCHES PORCH NONE NONE NONE NONE .2500 FINISHED LVL 3 .2500 NONE 3500 + SOD + ~d~::~Pr1c:' . Gro:s~~~ 65500 :~~r~';'~::'~ BO,500 "~'G':se~::~::.: Comments on Sales Comparison (lncludlna ttJe subjecl property'S compadbilily to lie neighborhood, elt.); See attached addenda. SUBJECT NO PRIOR SAlE WITHIN 1 YEAR OF EFC DATE Analysis 01 any cumml a!lrlllmenl 01 sail, option, or listing 01 subject property and analysis 01 any prior sales 01 subject and comparables wilhin one year ollhe dallllll appraisal: See attached addenda. 85 000 subjet:tlocomplelionperplans&speclncaliorls. The ptJrpoSl oIlh1s appraisal Is to ullmate tlt IMket 'fiIu, oIlh, real property that Is he subjac:1 oIlh1s rtpOrt, baslll ooltle above conditions and 1h8 certilicaUon. cOfldngenl and lIm1l1nQ coodIDons, and markel value deflnlllon ilia! are slated In tie altached fteddlt Mac Form 4391FNMA rorrn 10048 (Revised 6/93 ). _ I {WE] ESllIlATE THE MARKET VALUE, AS DEAHED. OFTHE REAL PROPERTY THAT IS THE SUBJECTOFTHIS REPORT, AS Of 4-17.02 (WH ntE DATE OFINSPEcnON em: DATEOFTHlSREP RT)T081 $ 85.000 APP AlS SUPERVISORY APPRAISER (ONLY IF REQUUlED~ Sknalure Name Or Ia UcenSl' _Mac_7D 1lI93 DOId DOId'DI !nspectProperty PA S OrSlaleU en , PAGE20F2 FcrmUA2 -'TOTAL lor WIndows" appraisal software by a Ia mode, inc. -l.800-ALAMODE Slate FmeMaaf0l1T110ll46-93 Supplemental Addendum IrIll~SiRFFT11gi Paoli 41:51 No. WMAINSTREET119 NA 119WMAINSTRE HIAEMAN N PRIVATE CUMBERlAND PA 17011-8329 , ,e URAR: Nelahborhood Ml!lrket FRetor. This suburban neighborhood has most public utiJlUes available. relatively easy access (0 employment and services, and is compelIllve w1lh other neighborhoods In Ihe general area. Most have similar amanlllas. Markel activity Indicales average or betler acceptanceln the market plac:e. No unfavorable laclors were observed which would adversely effect markelabUlly. . URAR' Nelahborhood Market Conditions There are no foreseeable economic trends which might significantly Influence market condlllons in this area. The currenl mortgage market Off8111 a wide vanety 01 conventfonalloans with competitive rates. As a result. Ihe terms 01 financing have Ilttle,lf any, Impact on sale8 prices. If Inlerest rates remain reasonable, property values and marketability should be good. . URAR" Site Comment. SlIe has average site improvemenls, average landscaping, and typical maintenance. There are no apparent adverse easement, encroachments, or other adverse condlllons on this sile. . URAR" Condlllon of ImDmV8ments There Improvemenls are of average quaJlly brick design and reflect average maintenance. UtiUly 01 floor plan is typical for a house of this age and style and should receive average acceplance in the market place. It is my opinion thai this property sulfers Irom external obsolescence due to excessive tralflc noise. No unusual funcUonal obsolescence or external Inadequacies were observed. . URAR" Cost Aooroach Commenl. Esllmated Replacemenl Cosl-New-ol-lmprovemenls is calculated using the Marshall & Swilt Residenllal Cost Handbook and local cosl analysis. Estlmaled slle value is based on local markel analysis. Depreclallon Is estimated using Ihe economic age-ute method and market anafysis. The estimate remaJning economic life for Ihe subject Improvements is 45 years. . URAR" Sales ComDarl8on Comments Alllhree sales are considered 10 be reliable Indicators 01 value, and are weighted similarly In the linal reconcillalion. lnsurlicient sales in close proximlly to the subject property require the appraiser to extend search parameters. In this market area and price range It is nol unusual to go a further distance for comparables. AlIahree comparable sales are located In Ihe same market area as the subject property and would be considered by the same perspective purchaser II all were on the markel al the same Ume as lhe subject In order to find comparables sales it was necessary 10 use less recent sales. II is noled thai Comparable Sale No. 2&3 occurred over six months prior to the appraisal date. Comparables that sold within six months a. the date of the appraisal were significantly difterent in location, size, condition, special cOndilions, andlor styte. In the appraiser's judgment the comparable selected Is a beller Indicator of value than more recenl sales. I have selected the best comparables available al this lime. . URAR' Analvsls o' Current AOn!t(!Iment According to Information provided by the multi-list services in Ihis region, the subject property has nol been listed for sale within the past 12 months. The subject is nol known to be under any option for sale or agreement of sale as of the ellecllve date on this report. . URAR' CondItions of ADDraisal This appraisal report has been prepared with the property in "as is' condition. No personal property has been included in this valuallon. The facl thallhe seller Is, or is not, paying any portion of the closing cost has no effect on the market value ollhe subject. According 10 records provided by Real Estate Data, Inc. the subject property has nol transferred in the pasttwel...e months. . URAR' Final Reconciliation This appralsaJ assumes a reasonable marketing period for the subject property 01 three months. The Market Approach rellecls recent activity in the markel place. The Income Approach Is inappropriate because lew single family houseS are rented in this market. In view of the age 01 these Improvements, Ihe Cosl Approach cannol be considered an accurate indicator or value. Given the high quality 01 the available sale data, the value indicated by the Market Approach is used as the Iinal estimated ...alue. THIS IS A SUMMARY REPORT OF A COMPLETE APPRAISAL F(Hll1 TAnD - 'TOTAl lor WindlJws' appraisal SlJftware by a la mode, im:. - 1.800-AlAMOOE IFill No. WUAWSTREET1191 PaOlI #61 DEFINlnON OF MARKET VALUE: The molt probable prIc. wbIch a ptIp8rty should brinQ In il ~Uv. and open rnPl under all conditions r,qulslll 10 I lair sale. tie blryer and seller, each ae*'O prudenlly. knovrtedgeably .. assuming lht 1fIc. II not afltclltd by undue sllrnulus. mpllcll In Ihls dellnlUon Is ttM COfJSUOlmiIlon 011 sail as 01 a 'pecJlIed dall and lhlI passilg 0I1ll1 from seller to buyer 1I00l1r c:ondilluns whereby: (1) buyer lOll seier are typically modmed; (21 boll par1Ies are wellnIormlIdor weI advised, aOO ItICh actinQ In what he considers ris own besllnleflst (3) a reasonable time Is aIowed lor 'lIpOSlIre In 1M open IUlr.et (4) payment Is made In terms of cash In U.S. doIars or In terms 011lnRlal arranglrTllllts COITlpallbll herekl; aod (5)lhe price represents he IOJJlilI ClDlden.tlon lor tie property sold unaIIected by specla or crealIve lk1anclng or sales concessions. granted by myooe associated wllh rwsale. . Ad;JSlmlnts to lI1e comparables must be made lor special or creative InancinQ or sales concessions. No adjuslmenls art necessary for me costs which are normal)' paid by sellers as a result or .adIl1on or law in a markel area; !hese costs.e readily'idendllable sinc11he lellerpays lhesecosts In Ylrtualy all sa/!s talsacllons. Special orcreadve flnancinQ adjultmellts can be made to lI1e eomparabIe IJOPlll'1r by COOlpDoos to IIIancinQ ws ofIered by a ,*d party Insliklllooal lender lhal Is not already InYOlvtd in !he property II hr1sactJn. My adlUlment should not be ealculal8d on a mechanical dollar lor dollar east oi the IilancinQ or cooCBSsion but 11. dollar noullt (II my acl;.stmenl should appro:dmate lhe rnarbrs reacllon III .. ~ or coocessions based on the _or'._ STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION CONTINGENT AND LlMlnNG CONDlnONS: The appraiser's ctr1illcatioo lhat appears in the appralsal repan Is 5Ilbjett 10 lhe lallowing ,,,,III011S: 1. The appraiser will 1'101 be responsIble lor matIllrs 01118011 natufl that aIlecl eilller the property being appralsad or I1t dtle to it Th. appraiser assumes thai 1M dU,I, good and marke1abIe nI, lherelOl1, wi! not render any aj)inionS aIJoUll1e UIII. The property II appfalsed 00 the baSis ol it being under responsiblll ownershlp. 2. Th, appraiser has provlded a sketch In 1M appraisal report to show appro:Qmale dimensions or '" Improvements and Ule sketch Is Included only 10 assist .. reader ollhe report In Ylsuallzlng the property and lIrxierslarJdlng th. appraiser's detem*1atlon 01 ils slzl. 3. The apJlfIiser has elClll1illld the available Rood maps thai are provided by the Federal Emeroency Management Agency (or olher data sollrces) and has noled In "'appraisal report wtlebr the subjeclsile Is located In an idenblled Special Flood Hllard Area. Because lhe appraiser Is 001 a sUMyor, h.or sh.makes no guarantees, e~ess or irT1lIled. regarding 1hIs determnaUon. .. The appraiser wilnot gin Iastimcny or appell In court because lie or she made an appraisal 01 the property in question, unless Spetilic arrangements to do so have been made belorehand. 5. The appraiser has estimated the value 01 !tie land In the cosl approach at its hi9hest and besl use and the Improvements at their clJntributOlY vallie. These separate valuallDflS 01 the land and Improvements must nol be used in COI$lncdon with any ottJer appraisal and .e in'lalld il they are so used. 6. The appraiser has noted in 1I1e appraisal report any adverse conditions (Such as, needed repairs, depreciation, the presence 01 hazardous wastes, toxic sllbs1ances, etc.) obselVed durin9 the inspection oj 1I1e subje1:t property or that he or she became aw.e al durlng the normal research involved in pelforming lhe appraisal. Urness olherwise stated In the appraisal report, the appraiser has no knowledge ot any hidden or unapparent condidons of the property ar adverse environmental clllldilions (incJlId~ the presence at hazardous wastes, Ioxic subslallCes. ele.) thai would make '" property mOfe or less valuable, and has nll/med tlal lhere are no such coodlUons and makes no guarantees or warranhs. elq)l'lSS or 'mpied, regarding '" condilloll 01 the property. The appraiser win not be rr:sponsible lor any sllch condidons lhal do e)';isl or ror any IBIJineering or tes1inO Ihal might be required to discover whether sllch conditions exist Because ttJe appraiser Is not an ~ert in the field oj environmental hazards, the Ijlpraisal report musl not be considered as all environmental assr:ssrTlIlllol lI1e property. 7. The appraiseJ obtained the information, esdmates, and opinions lhat were upressed in !he waisal report lrom sOllfces 1haI he or she considers to be reliable and believes them to be 1I'1Ie and COllect The appraiser does not assume responsibility for the aCCUfacy 01 such items thaI were furnished by olher par1Je.. 8, The appraiser wiM nol disclose the contents 01 the appraisal report except as provided lor in the oolorm Standards 01 Professional Appraisal Praclice. 9. Th. appraiser has based his or her appraisal report and vaJua~lIII conclusion for an appraisal thai is sllbletl to satisfactory clJmplelion, repairs, or alterations OIl1he assumplillll f1al completion of lite improvements wiY be performed il a worlunaRIiIe manner. 10. The appraiser must provide his IJl' her prior written consent before the lender/Clienl Specified in the appraisal repDf1 can distribute lhe appraisal report (including conclusions aboul the property value. .. IJIpralser's Identity and professlooal designations. and relerences to any prolessionai appraisal organilations or the Jim w11h which the apPfalser Is associatfld) 10 anyone other than 1he booowar; the mortgagetl or Us successors and assiqns; the mortqaqe Insurer, cDIIsultants; proresslonal appraisal organlzallons; any state or federally approyed lInanclal institudon; or any department agency, or insll'umentality oI1he United States or any state or th. DIsIricI 01 CoIlImbla; except IIlaI lhe lender/client may distribute ttJe property descripllon secdon af lhe repOf1 only 10 data CQllecdon or repor1lng service(s) withoul haYing to QbIaUl th. appraiser's prior written consent The appraiser's wri"en consent and approval mus1 also be obl3Jned beloo Ihe appralSil can be COO\'lyed by anyone to the p1JbIlc through adYerllsilg. ptlbllc relallons, news. sales, or olher media. PalJllal2 Fannie Mae Form l004B 6.93 F1eddleMicForm4396-93 Central Penn Appraisals,lnc. (71n 737....600 Form ACR - "TOTAL for Wmdows. appraisal sottwar. by a la mode, inc. -1.800.AlAMOOE lijIiNo 'MoWNS1AEE{119~ APPRAISER'S CERTIFICATION: ThI!jlpnlser"rlil..iIId_.1iat t'llJavtllSnrched!he subjectmariltna and have selttled an'dnlmum ofUJree recant sales olprop<<ties roosl s1mUar and pro7Jma1t lD lhlI subject property lor conslderarlon In lhtI sales comparison analysis and havt ITIlId. a doIlM adjusbnent wtlen appropriale to lellect fl. mar1at reacDon 10 Ihosellems 01 slgnlllcanl YWIoIl. If a S91lf1canl Item In a comparabl. property Is superlor to, 01' mol. laYOrabIe lhan, lhlI sublect lJIopeI1y, I ha" made anegatlvt ad~hlInt 10 r" th. adjusted salts pflce 01 lhlI com~ _II a JjgnIflcantll8m In a c~ property Is nlllfiorlD. 01 less lawxable!ban lhlI subject prqIIrty,l ha.,. made a pos/IIve adjusment to lnereas.l1. adjusaed sales pc1c. of lhlI comparable. 2. 1 haYe taken lntl cOl\Slderalion 11M faclorJ that 11m an mpacl 011 value In my d8YIlopmlnt of tile eslina1l of mllbt value in lhe aPPlaisal report I haYe not knowingly wtM8Id any silpficant Inlonnalon In:rn the appraisal report ol I beine, to fie best 01 my koowIedg., Ilat all staternenls and Inroonalon il lhe appraisal report an tru.aOO lOOf'l'tCl 3. Islaaed D !hi apprasal repor1 only my own personal. untlIased, and prolesslonal analysis, opinions, and cOIICJuslons, which an subje<:t only to lh. conlngent and IlnillngcondlUonsspeclflldlntis ronn. 4, Ihavenopresentorprosp<<:dYtJntertsllntllpropelly lhatls Ihesubjel:tlDUJIs report, and I ha" no preS811tor prospecU" plIlSonaIlnlerestorblas willi respect to lhI partlqJanls kI .. transdon. I did 001 base, .111. pwtlaly Of compIttlIly, my analysis and/or ... estlnale 01 marbl value in !he appraisal repor1 on lit 11Ce. color, reHgiln. SIX, llandlcap. taIIaf slllls, Of national OI1gil 01 either lie prospecUve Ownel'$ or occupanls oIlhe subJect property Of ofllt JlI1seot OWllllISOI'occupantsoflheproperties in IheYlclnlt)'ollhlsubleelllOlOOY. 5. I have no present Of COfIten1lIaI8d ruture Interest In lie subject property, and neill1er my cooent << MUll employment f'IOf my compensaijon lor pedoonklg lhlS iiPpraiSalls contlng.ntonhapprlisedvalu.ofllM property. 6. I was not required 10 rlpOll a predete:rmiMd n1ue Of direclion in value that ravors the cau" olllle client 01 any related party, the amounl ollhe valu. eslimale, hi atIalnmenl 01 a speclllc result Of the OCctmnCI of a subsequent evenl .. order 10 recelv. my compensation and/or empIoymenllor performing !he appraisal. I cldOOCbase the apllfiilsalreporlonarequesledmlnlmumYalua1ion. a specific valuaUon, orth.l1IIiIlOlfllIfO'l'lI a spacillc mof1Uau. 10.... 7. I perlOfTllld this ~ In conlormity with lhI Unilolm Stand_ds 01 Prolesslanal Appraisal Plactice lilt wen adopted and promulgated by lie Appraisal StaAdards Board olTha AppraIsal Foondatlon and Ihat wer. In place as of lIle.lf.clive date 01 IhIs appraisal,wIlhlhlaxc.ptlon 01 lhadap 811Ur.proYIslonolthos. Slandanb, whIdllloes not apply. I ackllowleduelhat an es1lmate 01 a reasonablll lime lor uposur. in lhe open markells a col1llllon In .. deflniUon 01 milket valu. and .. ulma" I devtloped II coosIslInt with the marllalinO Urn. noted In IIlI nelghbomood seclion of lhls report, unless I have olherwlse stated In the 1K0ncillallonse1:tIon. B. I have peIlooally InsPICIed lhe in18ri1x" and exterior areas oIlhe sublect property and the exterior 01 all properties listed as comparibles In lhe appraisal r.post 11U11her certify lhat I have noted any apparent or known adverse coodItions In lIie subJecI improvemems. on the sublect site, or on any sill wiflin the 'mm.dlate YIclnilyoflhesubjeclpropellyolwhlchlnaWireandhav.madeadiuslmentsrortt\eSeadYerseconditionslnmyana1ysis ollhe properly value 10 lhll elllerlllhat I had markel.vid.nce 10 suppof1lhem. Illave also commented about \he eHect of !he adverse conditions on the markelabillly 01 11M subjeclproperty. 9. IpersonallypreparedallconcluslonslW1dopinlonsaboullherealesla18tha1wer.seeror1hintheappralsalrelXlllIrlfeliedonsignillcanlprolesslonal assislance 1rom any individual or lndlYidua1s In the p8llormanc. ollh. appraisal cr the preparation ollhe appraisal report, 1 have named suth Individual(sl and disclosed the specillc \asks per1Ofm.d by Ihllm In the reconc~laaon secUoo 01 Ihls appraisal "port I certily flat any IndiYldual so named is qualified to per10rm tie lasks. I have nol authorired anyone to malle a change to any item in the report; d'lere10re, il an unauthoriled change is made 10 !he appraisal "port I wi. take no responsib~Uy lor it SUPERVISORY APPRAISER'S CERTIFICATION: II a supervISory appraiser sjgned the applaiSal report, he or she certilles and aglns that I directly supervise !he appraisll who prepared the appraisal report, have reviewed the appIaisal report. agree with the slatements and con<:luslans or lhe appraiser, agree to b. bound by lhlI appraiser's cer1ificaUons IIlJrnb.red 4 Ihrough 7 abov., and am tat:lo9luU responsibiDly klr tie appraisal ~ lhe appraisal "port ADDRESS OF PROPERTY APPRAISED: 119 W MAIN STREET. SHIREMANSTOWN, PA 17011.6329 APP(\ER: Signaw Nam.: JULIE A STOFFER Date S nld: 6-26-02 Stale rtillca?on #: Rl.OO3417.L or Stale st #: Stal.: PA ExpilaUon Date 01 Cerlillcation or Ucmse: 8130103 SUPERVISORY APPRAISER (only II required): SIgnaIUl.: Name: OatlSiQned: StateCertilicalion #: OfStateUcense#: Slate: E:q:lirallon Date 01 CertillcaUoo OI'UClllse: o Did o Did Nol Inspecl Property freddie Mac form 439 6-93 Page2ol2 fannleMaeFOfm10Q.iB6-9J Form ACR - 'TOTAlllJ" Windows. appraisal software by a la mode, inc. -1-800.AlAMOOE APPRAISER CERTIFICATION APPRAISER STANDARDS ,', I acknowledge and certifY that (I) my appraisal of the above referenced property may be used ill" federally relaled financial transaction subject to requirements of Title Xl of the Finaucial Institution Reform, Recovery and Enforcement Act of 1989 ("FIRREA");(ii) the appraisallllusl comply with FIRREA and the applicable regulations implementing Tille IX of Firrca; alld (iii) the appraisal was completed in accordance with USPAP. APPRAISER COMPETENCY I certify that I am fuUy qualified and competent by training, knowledge, and experiellce (0 perform this appraisal. APPRAISER INDEPENDENCE I represent and certify that (I) the appraisal assignment was not based on a requested minimulll valuation, a specific valuation, or the approval of a loan; (ii) my employment was not conditioned upon the appraisal produdng a specific value or a value within a given range; (iii) my future employment is not dependent upon an appraisal producing a specific value; (iv) my employment.. compensation, and future employment are not based upon whether a loan applica.tion is approved; (v) neither me nor any person with an ownership interest in the comp:U1)' employing me, is related to or has any Qwnership or other financial interest in, either the builder/developer, seller, buyer, mortgage broker, or real estate broker/salesperson (or any person related to any of them) involved in the transaction for whieh this appraisCll was requested, or with the most recent sale or refinancing of any property used as a comparable property in this appraisal. and (vi) I am not aware of any facts which would disqualify me from being considered an independent appraiser. SIGNED: tYWLCL~ Z5'Cl,io~ DATE: Subject Photo Page NA 118 MAIN STR SHrAEMANSTOWN PRIVATE CUMBERLAND Jt.iIllNo WMAlNSIHHIIIYll-'aol!#t11 PA 17011-6329 Subject Front 119 W MAIN STREET SalesPnce NA GrossliYinQArea 1,292 TotalRoorns 6 Total Bedrooms 3 To"" Balhrooms , locatioo AVG.BUSY AD VIew AVERAGE Site .12 ACRES Quality AVERAGE Age EST 70115 Subject Rear Subject Streel Form P1C3x5.SfI- 'TOTAl lor WIndows' appraisal software by a Ia mode, inc. - l.aoo..AL.AMOOE Subject Photo Page ,. NA 119 W MAJN STREET IA STOWN PRIVATE C MBEALANO , Hiiio-WiWNsrREET119J Pan! #81 PA 17011-6329 Subject Front 119 W MAIN STREET SalesPrlcll NA Gross UYi1Q Aru 1,292 T olal Rooms 6 Total8edrooms 3 Total Ball1rooms 1 location AVG-BUSY AD VIew AVEAAGE Site .12 ACAES OllaIity AVERAGE Age EST 70115 Subject Rear Subject Street Fofm PIC3.6.SR - 'YOYAlla' WiJdows" appraisal sonw"" by a Ia mode, inc. - 1-800-ALMlOOE . Comparable Photo Page NA 119WMAlNSTR ET HIAEMANSTOWN PRIVATE C MBEAlANO IFiIlI No -WMAlNSIRfElll!M PalMI Al91 PA 1701 '.6329 Comparable 1 91/2 WEST MAIN STREET Prol. fa) Subjef;t 0.29 miles SaIlI PrIce 89,000 Grossllvill{lArea 1,276 TolaIRooms 6 Total8edrooms 3 TolalBallYooms 1.5 localloo AVG.BUSY RD ~ AVERAGE SIll .10ACAES ~~ AVERAGE Age EST 100115 Comparablo 2 36 W MAIN STAEET Prtll. 10 Subjecl 0.22 miles Sale Price 80,000 Grosslfvl1l;lAJea 1,240 Total Rooms 6 TolalB8(jrooms 3 Total8alhrooms 1 localon AVG-BUSY AD vew AVERAGE Sile .05 ACRES Quality AVERAGE AQI EST 70115 Comparable 3 27 W SIMPSON STREET Prox.. to Sub;ecl 2.34 miles Sale Price 83,000 Gross livinO Area 1,260 TolalRooms 6 TolalBedrooms 3 TolalBa~'ooms 1 location AVG-BUSV AD ~8W AVERAGE Slle .05 ACRES Quality AVERAGE Aoe EST 70115 form P1C3x5.CR - -rorAL rDl' Windows' appraisal software by ala mode, inc. - 1.800.AlMlOOE Comparable Photo Page IFIi. NiL"Wl4AINSIRfETI19! Pane lil91 1~~i[~T~:STAEET PRIVATE , Ccu1lV CUMBERlAND Slalll PA lilCode 17011.6329 Comparable 1 9 112 WEST MAIN STREET Pro:t 10 Subject 0.29 miles 5alePricB 89.000 GrossUringArea 1,276 ToIaIRooms 6 Total Bedrooms :3 Total Ba1hroo11s 1.5 LocaDon AVG.BUSY AD ~ AVERAGE SI1I .10ACAES Quality AVERAGE Age EST 100115 Comparable 2 36 W MAIN STREET Prox. to Subject 0.22 miles Sale Price 80,000 Gross Uving AIe3 1,240 Total Rooms 6 TolalBedrooms 3 Total Battvooms 1 lClCaoon AVG.BUSY AD Vie';\I AVERAGE Sile .05 ACRES aua.1y AVERAGE AlJe EST 70115 Comparable 3 27 W SIMPSON STREET PrOx.IoSubjec\ 2.34 miles SalePricB 83,000 Gross Living Area 1,260 lotalRooms 6 TolaIBedrooms 3 TolalBalhrooms 1 loca~on AVO-BUSY AD VIew AVERAGE Site .05 ACRES OUality AVERAGE Age EST 70115 Foon PJ;3x5.CR - 'TOTAl tcr Wh:Iow1" appralsal software by a la mode. inc. - t -800-AlAMODE Sll_ ,v_- Commentl: NA 119 W MAIN STREET HIAEMANSTOWN PRIVATE Common Areas Sketch (Page - 1) IFill No-V,jwwsiREEII 191 Paoe #111 CUMBERLAND Poroh 1,0' Kllchen o~ illS Dining Room Uvlng Room Poroh Code .LA1 ..... AREA CALCULATIONS SUMMARY DIlCrlptlon SIn rjz.~ I'loor "".00 leocnd I'loor 6"'.00 TOTAL LIVABLE (rounded) Totlll '4.6.00 '''6.00 PA 17011.6329 17,0' ~ ~ Bedroom ~ ~ I Bedroo Bedroom LIVING AREA BREAKDOWN Br..kdown Subtot.ll 1'11"Itl'10Cl1" 17.0 x S.cond I'loor 11.0 x 38.0 6406.00 38.0 6406.00 1292 2 Areas Tolal (rounded) 1292 Fonn SKlComSkl- 'TOTAL for Windows" appraisal software by a Ja mode, inc. -1-800-AI.M100E '~ilI No WMAIN....IHI:I:[llyl PaM # IUI ~ Location Map NA 119WtAA\NST E HIflEMANST INN PRIVATE MaE LAND PA 17011-632 " ~-- ~r-( C ~ ,;o/C,,(' f ~ \ ""~ ... ' " ~.--J ---"'-'1'""" ~~r---_,,\ \ I '.. I 1 \~! Iii', l ,,,- ( '- ' , \~, l ~ ~~ ~_--.!'ck, ! '~,.. \' f . . Foml MAP10C _ 401AllOf WPlows~ appraisal software by a Ja mode. nc. - '-aoo-AlAMODE REV-1S08 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCETA:X RETURN RESIDENT DECEDENT ESTATE OF Betty L. Tritt SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY SSif 183-12-3690 04/17/2002 FILE NUMBER 21-02-0442 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 NUMBER 1 DESCRIPTION 1991 Ford, VIN 1FACP52U4MA141102 - Sold at Rowe's Auction Service - as per attached Sale Bil VALUE AT DATE OF DEATH 1,900.00 2 Contents of home and personal property - Contents of home and personal property as per attached Sale Bill from Rowe's Auction Service 3,025.00 3 Erie Insurance - Refund of automobile insurance 162.00 TOTAL (Also enter on line 5, Recapitulation) $ 5,087.00 (It more space is needed, insert additional sheets of the same size) ';ocvrlght{cl 1996 form software only CPSystems, Inc. Form REV-150B EX .Rev. 1-97\ ,- ~.-~,"-', ,~ "-~':',~,~: ,'". ~ " : ~ :' ROWE'S AUCTION SERVICE (RH 79L) Bill Rowe (AU 1538L) Ben Rowe (AU 1092L) 2505 Ritner Highway · Carlisle, PA 249-2677 697-4794 249-1978 Bob Rowe (AU 2276L) . Dave Rowe (AU 2295L) Auction Is Action C~ll "Rowe" For Satisfaction I Jl,.ft DATE ,q..t.-/..... . r~ I L-Cr" 'I.- PHONE {,., <..-2..-(", z-'-f "- AUCTIONEER % 3S- CLERK % e...A-~ l Cl "'/0: IfItv (..I1.J(r F,Ii n C-,4../1- SELLERS NAME 12'S"i-:A"\Jf ADDRESS OTHER AUCTION DATE/LOCATION 12u.""., .c. ~ '-' DESCRIPTION OF MERCHANDISE D'ULVI.Je,.. #-jOu"-" c,u,'f.<, _ \M\<;1.- i<\H~W~-SJ;-" tlrSl/Jo;\ 1<:: l~''-'''- V~ /_ / I ~') - ,0-) c... r,. - VI/A -r- '" l (J rA I .v'" "7 <. I Go l.t...~-_ c.. ~'i.:"'; ......'7 1J I '~l..u--~ \f. """" '" !:~ ,-'^ '\..- c...{/,-~ 1"- ?" I "':: P.v,. " lL "-"l'-'- 1(..,-,,,,, [( ~ - <'t-J"'.../lfi.<.) <;'7 !-,-;.-. - 1</4 1- <..,- /'AI \ k c;: "'....> 5 A( (.;__ r~,cc.GI ;...."-r- - I~O:'-')f? ::..., i' "".A,,~rJ _ iI€>'-L$ - <-e.uk. "6e:>D1~~ . \ -::....~fL_\...AI'.J ~ \{ft 1'"" _!. I I' 't- ,.... A- vc:.../,:...A_.......;tI"! _-r~ "',1 U r^^-~, lu,.. '- t, ~,1, <.Z 'fiG-w Ie.... t:' ;"',0;-:;., ~- 'O/':..'St<.... .. ~.:::::-ot.. (" ..A.s.'-!'" d 1f..J/L <;'h<l..u<; )c",/w'-k' /'-'-. - I I l' ii; r -,.- <--L~ IV () - I v4 !'J.; !_~):~..~ -' /'t>-~ ,,_.~, ~ _ f'V'\:4.t+- ,r; , ,:,r.:./ 14---. v Fv'1V1'-'--'0-~/;,/I",,- 1l(><I-J.-I-; rE '-"" L o. ~ V-\ /.,'1 S , , \r:~.O "-.L~ ~':;"''''';.;i' '""">- .....,-.\./' ,'..1 A..L___ ,J _~:- -, ., -, ) , \.. V'"..-"_,, v-- ~ ~ r.._... ....... - I Commission the Auctioneers to sell the merchandise to the highest bidder by Public Auction. Merchandise to be sold as is & grouped as necessary to obtain bids. I certify that I am the owner or authorized represen- tative of the merchandise. goods and or property and have good title and the right to sell and that they are free from all incumbrances. I agree to accept all responsibility for providing merchantable title and for delivery of title to the purchaser, I agree to hold harmless the Auctioneers against any claims of the nature referred to in this agreement. ~ '~, \1, ~ l ~ ~ . _ . -l. \""--~~ AUCTION SIGNATURE ''0 \..l-lc-o Total Sales (Clerking Tickets Attached) $ /' Less Sale Expense: __ c."'- ".,,_l_. L\SF \;...::..-\'" <~ % Commissiont;uctioneer $ 8.." .~"" .r b % Commission GIen[-s '0"-0 """," OTHER: L\" .' '.' ,~,; .z;.. "'- , ~ .----- - ;_\,1 rc .... '1 . "", '-, " ( -.....". "' ~,..s:\J{'S\..C.,.~ '--.\>.,....10(...:1..;......;...(\ ~Ch I':'" ) . SELLERS SIGNATURE (,!&o...,c~ ~/,.-,- <, u '.L.:-- . C. V I..J~ 2-L.../ ,....-=> : '-' '-' .- $ \ c, C ' 00 - U ILl.{ S X N~ U ..-t...4.- rJ <:... '; ,M' -- . ' . r/-::L <"~.. u D ~V'i.,h .+; ~:i v-- '0 .~,. '6. ,- '_-':'-- "~v 1(', _, tc- ....~'--' V fi..:t--{i <... t~ I '1 C, \ f=C~ vJ ')1[;),.,. -:,~.JA l.oc. '> TOTAL SALE EXPENSE DEDUCTED $ SELLERS NET $ '-l- \ ..:. .....:,. /-,(-~ - <- I_I "7, (\,--.... c.---..., '- "- ~ ------- ''''-..:. ~'.~ ~-...--:~- A UCTION SIGN), TURE SELLERS SIGNATt.:'RE REV-1509EX +(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCETM RETURN RESIDENT DECEDENT ESTATE OF Betty L. Tri tt SCHEDULE F JOINTL V-OWNED PROPERTY . SSff 183-12-3690 04/17/2002 FILE NUMBER 21-02-0442 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. A. SURVIVING JOINT TENANT(S) NAME Deborah T. Hassinger ADDRESS 2037 Covey Court Harrisburg, PA 17110 RELATIONSHIP TO DECEDENT Daughter B. c. JOINTLY-OWNED PROPERTY, LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE Include name of fInancial institutIon and bank DATE OF DEATH DECD'S VALUE OF account number or similar identifying number. NUMBER TENANT JOINT Attach deed far Jointly- held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTERES 1 A 02/21/01 Waypoint Bank - Checking 41,200.46 50.00% 20,600.23 "ccount No. 4100028704, date of death balance $41,177.45, accrued interest $23.0l. 2 A 10/31/96 Waypoint Bank - Checking 3,767.34 50.00% 1,883.67 "ccount No. 500041102, date of death balance $3,767.11, accrued interest $.23. 3 A 08/05/94 Waypoint Bank - Savings 1,154.20 50.00% 577.10 :"lccount No. 502131481, date of death balance $1,153.49, accrued interest $.71. 4 A OS/23/97 Waypoint Bank - Certificate 14,946.52 50.00% 7,473.26 No. 555311029, date of death balance $14,663.75, accrued interest $282.77. 5 A 11/17/94 Waypoint Bank - Certificate 15,049.94 50.00% 7,524.97 No. 560257462, date of death balance $14,765.22, accrued interest $284.72. TOTAL (Also enter on line 6. Recapitulation) $ 38,059.23 T (It more space is needed insert additional sheets of the same size) :;;Ic'.Jfight rc) ~996 form software only CPSystems. inc. Farm REV-1509 EX .Rev. 1-97) ~l WayJ:tqi!'Kt LOOK FOR US. WE'LL GET YOU THERE. 05/08/2002 JAMES BOGAR ONE WEST MAIN ST SHIRESMANTOWN P A 17011 The information which you requested on the account(s) of BETTY TRlTT (Social Security Number 183-12-3690) is/are as follows: Account Number 4100028704 500041102 502131481 555311029 560257462 Class of Account CHECKING CHECKING SAVINGS CERTIFlCATE CERTIFICATE Date Opened 02/21/01 10/31/96 08/05/94 05123/97 11/1 7/94 Pr'Jlcipa1 Balance 41177.45 3767.11 1153.49 14663.75 14765.22 Accrued Interest 23.01 ry' .71 282.77 284.72 .-, Balance at Date of 41200.46 3767.34 1154.20 14946.52 15049.94 Ceath Account Ownership JTO ITO ITO ITO ITO ),ame of Joint DEBORAH DEBORAH DEBORAH DEBORAH DEBORAH Owner, if any HASSINGER HASSINGER HASSINGER HASSINGER HASSINGER D1te Ownership 02121/01 1 0/31/96 08/05/94 OS/23/97 11/17/94 '.v os Established Ao~ount Number c.:lSS of Account = ::te Opened Principal Balance Accrued Interest Eclance at Date of [ eath Ac:ount Ownership ;\ame of Joint e)l,Vne:-, if any [.;[e Ownership "'. 15 Established A~ditjonal ~,.:'ormation R, quested PLEASE COMPLETE W-9 Sincerely, XtUwt lkvvn f- KATvY~OlJllG SENIOR SERVICES REP. PO. Sex 1711. HARRIS8URG. PENNSYLVANIA 17105-1711 "T"...../1 c....<=<= I cc:c:. '1I/~v"""'''''IIU'''' iI oc:::: 0I::C._7~L!j:::'1' :"J v,-cv i\c~, 7'7 ~l~....dt::.""(j . \AI\"I\AI\AI~I'nl"lintn~nk t"'r"lm REV-1511 EX +(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCETfr\X RETURN RESIDENT DECEDENT SCHEDULE H FUNERAl EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Betty L. Tritt Debts of decedent must be reported on Schedule I. ITEM NUMBER A. ADMINISTRATIVE COSTS, 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number{s) / EIN Number of Personal Representative(s) Street Address City State Zip B. 2. 3. 4. SSi! 183-12-3690 04/17/2002 FILE NUMBER 21-02-0442 DESCRIPTION AMOUNT 1 FUNERAL EXPENSES, Children's Garden funeral luncheon - St. John's Luthern Church, Shiremanstown, 300.00 2 Malpezzi Funeral Home - Funeral and internment 3,309.50' 3 Reverend Michael L. Seifried - Eulogy 200.00 Year{s) Commission Paid: Anorney's Fees James D. Bogar Esquire Family Exemption: (11 decedent's address is not the same as claimant's. attach explanation) Claimant Street Address City State Zip Relationship 01 Claimant to Decedent 4,500.00 Probate Fees Register of Wills 220.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Other Administrative Costs Central Penn Appraisers - Home appraisal 275.00 2 Comcast - Cable bill-final 1.22 3 Derr's Hauling Hauling property from house 400.00 4 Automobile Insurance Premium 22.00 Erie Insurance 5 Erie Insurance Homeowner's Insurance Premium 235.00 6 Judy C. Prowell, Tax Collector - 2002 County/Borough Taxes 524.15 Total of Continuation Schedule(s) 4,618.50 TOTAL (Also enter on line 9. Recap"ulation) $ 14,605.37 (If more space (s needed, insert additional sheets of the same size) :ooyright(c) ;996 form software only CPSystems,lnc, Form REV-1511 EX (Rev, 1-97\ . Estate of: Betty L. Tritt Soc Sec #: 183-12-3690 Date of Death: 04/17/2002 Item 11 Continuation of Schedule H-B7 (Other Administrative Costs) Description Amount Judy C. Prowell, Tax Collector - 2002-2003 School Taxes 1,619.89 7 8 Lewis Buchanan - Fuel oil bill-final 169.05 9 Lower Allen Township - Sewer bill-final 48.00 10 Pa. Water Company - Water bill-final 85.51 11 Patriot News Co. - Advertisement of Real Estate 82.50 12 PP&L - Electric bill-final 179.12 13 RESERVES: Costs to conclude administration of Estate including filing fee for PA Inheritance Tax Return, Inventory and First & Final Account; preparation of Fiduciary Income Tax Returns 850.00 14 Rowe's Auction Service - Sale of Personal Property 1,313.00 15 Shawn Strock - Lawn care 120.00 16 Verizon - Telephone bill-final 99.76 17 Waste Management - Trash bill-final 51. 67 4,618.50 REV-1S1Z EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCET/4)( RETURN RESIDENT DECEDENT ESTATE OF Betty 1. Tritt SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS SSff 183-12-3690 04/17/2002 FILE NUMBER 21-02-0442 Include unreimbursed medical expenses. ITEM NUMBER 1 DESCRIPTION Holy Spirit Hospital - Bill-final AMOUNT 19.08 2 Manor Care - Bill-final 24.00 3 West Shore EMS - Ambulance 68.55 TOTAL (Also enter on line 10. Recapitulation) $ 111.63 (If more space is needed, insert additional sheets of the same size) :ccvright!cl ~996 fcrm software only CPSystems.lnc. Form REV-1512 EX .:Rev. 1-97} REV-1S13 EX +(9.00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES . ESTATE OF Bettv 1. Tritt SSfj 183 -12-3690 04/17/2002 FILE NUMBER 21-02-0442 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE 1 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [Include outrfghtspousal distributions, and transfers under Sec. 9116{aX1.2)} Deborah T. Hassinger 2037 Covey Court Harrisburg, PA 17110 Daughter Rest, residue and remainder NUMBER I. ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18. AS APPROPRIATE. ON REV 1500 COVER SHEET II. NON- TAXABLE DISTRIBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed. insert additional sheets of the same size) :':::Jyright Ic: 2000 tormsottware only The Lackner Group. Inc. 0.00 Form REV-1513 EX (Rev. 9.00) . . ~ \~ "- .~ ~ ~ LAST WILL AND TESTAMENT OF BETTY L. TRITT I, BETTY L. TRITT, of the Borough of Shiremanstown, Cumberland County, Pennsylvania, make, publish and declare this as and for my Last will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, to my daughter, DEBORAH T. HASSINGER, or should she predecease me, to her issue per stirpes by representation. SECOND: Should my daughter, DEBORAH T. HASSINGER, and all of her children predecease me, I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, to my sister-in-law, SARA L. TRITT. THIRD: Should any of my grandchildren not have attained the age of twenty-one (21) years at the time for dis- tribution to him or her, I give, devise and bequeath the share of each such grandchild to my hereinafter named Trustee or Trustees, IN SEPARATE TRUSTS, to hold, manage, invest and reinvest the shares so received, and to use and apply from time to time such portion of income and principal for the said grandchild's education (including college, trade school or other similar training or education), as my Trustee or Trustees, in their sole discretion, deem advisable. Any income or principal not so applied shall be dis- tributed to each grandchild when he or she attains the age of twenty-one (21) years. In the event any of my grandchildren predeceases me or dies prior to the termination of this Trust, . . . the interest of said grandchild in said Trust shall cease with any income and principal being divided evenly between or among my other grandchildren or the separate trusts established hereunder for their benefit. FOURTH: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all proper- ty, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivi- sion, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (e) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- ~ aries, as are deemed proper, without regard to any principle of ~ diversification, risk or productivity. " '" (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the and other tax laws, including, but not necessarily being - imited to, personal income, gift and estate or inheritance tax \ '" , ' '\' l ~ '-j (G) To make distributions to my herein named benefici- 2 . '. aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expe~ses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. FIFTH: I nominate and appoint my son-in-law, RONALD C. HASSINGER, as Trustee of the hereinabove described trusts. In the event of the death, resignation or inability to serve for any reason whatsoever of the said RONALD C. HASSINGER, I nominate and appoint my sister-in-law, SARA L. TRITT, as Trustee of the hereinabove described trusts. I direct that my Trustee shall serve without bond and shall receive fair and reasonable compen- sation. SIXTH: I direct that all inheritance, estate, trans- fer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the principal of my residuary estate. SEVENTH: I nominate and appoint DEBORAH T. HASSINGER, ~ Executrix of this, my Last will and Testament. In the event of ~ the death, resignation or inability to serve for any reason _ \l \~ whatsoever of the said DEBORAH T. HASSINGER, I nominate and \:: appoint RONALD C. HASSINGER, Executor of this, my Last will and ~ Testament. In the further event of the death, resignation or ~ ~ inability to serve for any reason whatsoever of the said RONALD 'S '. . HASSINGER, I nominate and appoint SARA L. TRITT, Executrix of ~ this, my Last will and Testament. I direct that my Executrix or Executor, Trustee or Trustees, as the case may be, and their 3 . . . . successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand a~d seal to this, my Last will and Testament, this // ~ay of Cc~V ' 1994. ~v~ c-/ ~~ BETTY . TRITT (SEAL) Signed, sealed, published and declared by the above- named Testatrix as and for her Last will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Address /] J ,,1 , I <2v!' , 1'(,-,-,-"1 ,Gc ~ . ~ / ~ \i ~' /fttt ; ~ i) , I . -; )_ty~ l/ .J . / (/ J "),/1", ~A Address 4 //-6/-~ ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT~ ALLOWANCE OR DISAllOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX JAMES D BOGAR ESQ 1 W MAIN ST SHIREMANSTOWN PA 17011 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-03-2003 TRITT 04-17-2002 21 02-0442 CUMBERLAND 101 *' REV-15'7 EX 'FF (81-05) BETTY L Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE~ PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REY=is4-j-Ex--AFP--fol--oiY-NoYicE--oF-YtiHERYrANcE-YA'x-APPRA-isEifENT-:--AL1-oWAifcE-oR'------------ - - --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF TRITT BETTY L FILE NO. 21 02-0442 ACN 101 DATE 03-03-2003 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets Cl) (2) (3) (4) (5) (6) (7) 85,000.00 .00 .00 .00 5,087.00 38,059.23 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage liabilities/liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of line 14 at Spousal rate (15) 16. Allount of line 14 taxable at lineal/Class A rate (16) 17. Allount of line 14 at Sibling rate (17) 18. Allount of line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due .00 X 00 = .00 113~429. 23 X 045 = 5,104.32 .00 X 12 = .00 .00 X 15 = .00 Cl9)= 5,104.32 (9) ClO) 14,605.37 111. 63 (11) (12) (13) Cl4) NOTE: To insure proper credit to your account~ subllit the upper portion of this forll with your tax paYllent. 128~146.23 14.717 00 113,429.23 .00 113,429.23 TAX CREDITS: ~. .~. nli."Ii."~ l"'J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-12-2002 CDOO1402 255.22 4~873.50 02-24-2003 REFUND .00 24.40- TOTAL TAX CREDIT 5,104.32 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS lESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)~ YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) I /)- 6/-6 '" BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* REV-ln7 EX AFP lDl-D3> JAMES D BOGAR ESQ 1 W MAIN ST SHIREMANSTOWN PA 17011 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-10-2003 TRITT 04-17-2002 21 02-0442 CUMBERLAND 101 BETTY L Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax pay..ent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV =i6cfj-E"x-AFP--foY=oiY-----...-iNHEiIi'-ANc'E--YAX-ST'ATiMEN'Y-ifF'-Accou'Ni--...---------------- - - --- ESTATE OF TRITT BETTY L FILE NO. 21 02-0442 ACN 101 DATE 03-10-2003 THIS STATE"ENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NA"ED ESTATE. SHOWN BELOW IS A SU""ARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAY"ENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 03-03-2003 PR I NCI PAL TAX DUE: ................................................................................................................................................................................. .......................................... 5.104.32 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-12-2002 CD001402 255.22 4,873.50 02-24-2003 REFUND .00 24.40- TOTAL TAX CREDIT 5,104.32 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1. NO PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. ) o .~~. /' STATUS REPORT UNDER RULE 6.12 Name of Decedent: Betty L. Tritt Date of Death: April 17, 2002 Will No. 21-02-0442 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes XX No 2. I f the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No XX b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yesxx No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Da te: 7/11/03 James D. agar, Esquire Name (Please. type or print) One West Maln St. Shiremanstown, PA 17011 Address (".J (~-:J r<1 CL o:J --l ::::l --:J (717) 737-8761 Te 1. No. r<1 P .C: .. >== ~'i) :::- . .-J .. '\t''''':. ...,1....... Capacity: Personal Representative x Counsel for personal representative (MAH:rmf/AM3)