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01-10-13 (2)
PETITION FOR GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Petitioner(s) named below, who is/are 18 years of age or older, apply(ies) for Letters as specified below, and in support thereof aver(s) the following and respectfully requests the grant of Letters in the appropriate form: Decedent's Information Name: Mary J Vinette 1 a/k/a: File No: _ 21. ~/ a/k/a: (ASStgned by Register) , a/k/a: Date of Death: Social Security No: 12/0212012 Age at Death: 88 Decedent was domiciled at death in Cumberland County, principal residence at PA (State) with his/her last 1340 Asper Drive Boiling Springs 17007 Monroe sr t ed P tort azpc a Cumberland City, Township ar Barcugh County Decedent died at Holy Spirit Hospital, Camp Hill, PA 17011 Ham den Cumberland PA Street adtlrass. Post Office antl Zip Code City, Township or Borough County State Estimate of value of decedent's property at death: If domiciled in Pennsy/vania .......................All personal property $ 60,000.00 /foot domiciled in Pennsy/vania .................Personal property in Pennsylvania $ /loot domiciled In Pennsylvania .................Personal property in County $ Value of tea/ estate in Pennsylvania........... $ 213,600.00 TOTAL ESTIMATED VALUE 263,600.00 Beal estate n Pennsyroanla anoalatl at 1340 Asper Drive, Boiling Springs 17007 Monroe (Attach atlditional sheets, if necessary.) Cumberland Slreat address. Post Office and Zip Coee Cily, Township ar Borough County Q A. Petition for Probate and Grant of Letters Testamenta Petitioner(s) aver(s) loaf he/she/they is/are the Executor(s) named in the Last Will of the Decedent, dated OBI07/2009 thereto dated antl Codicil(s) The named executor, William L. Vinette, having predeceased decedent. (State relevant circumstances, e.g., renunpafion, death of executor, etc.) Except as follows. after the execution of the instrument(s) offered for probate, Decedent did not marry, was not divorced, was not a party to a pending divorce proceeding wherein the grounds for divorce had been established as defnetl in 23 Pa. C.S. g 3323(8), antl did not have a child born or adopted, antl Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person. ~X NO EXCEPTIONS ^ EXCEPTIONS ^ B. Petition for Grant of Letters of Administration or apprwhle) c..a.; n.; ..n.c..a.; pe en e t e; uran e a sen ta; uran a mmonta e If Administration, c.t.a or d.b.n.c.l.a. enter date of Will in Section A above and com late list of heirs. Except as follows: Decedent was not a party to pending divorce proceeding wherein the rountls for divorce had bA c-v ~ in 23 Pa. C.S. § 3323 (g) and was neither the victim of a killing nor ever adjudicated an ingcapacitated person. ~ established as~defne~ Rl QX NO EXCEPTIONSQ EXCEPTIONS W .~ L ~ o :~ C,~ %%3 Petitioner(s), after a proper search has/have ascertained that 17czsdenl left no WII and was survived by the followinQ~pr~gse l~Lanvl hrrd heirs-~4w~n atlditional sheets, if necessary): L •'~ ~ v(V rn ,'37 Porm RW-02 rev. t0-tt-2011 Copyright (c) 2011 form software only The Lackner Group, Inc. Page 1 of 2 ,. , Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Cu...~....r.._~ } SS: The Petitioner(s) above-named swear(s) or affirm(s) the statements belief of Petitioner(s) and that, as Personal Representative(s) of the Sworn to met By To the Register of Wills: BOND Required? ~ Yes I'u No FEES ~f i ..................... letter ._._... ~r~ i > Short Certificate(s).......... ~ l Renunciation(s) ............... i -, Codicil(s) '---~~ i )Affidavit(s) ....................... --~~ Bond ..................... -~_ ......................... Commissi n..... ...... Other i- ~ --~~ ~~_ ) ~ I --~~_ Attorney Signature: are true and correct to the best of the knowledge and will well and truly administer the estate according to law. Date ~ Q at~i3 Date ~_ Date L Printed Name: Robert P Kline ~_ Supreme Court ID Number: 58798 si`g`n^aut/ure below: Y Firm Name: Kline Law Office Address: 714 Bridge Street P.O. Box 461 New Cumberland, Pq 17070 Automation Fee ......................... ~ Phone: 717/770.2540 JCS Fee .............................. ~~~ Fax: 717/770-2553 TOTAL...._. _......_.._....._...._.........$ E-mail: DECREE OF THE REGISTER Estate of Mary J V a/k/a: AND NOW, ~ satisfactory proof hav are hereby granted to in the above estate and (if applicable) that the instrument(s) dated describetl in the Petition be admitted to probate and filed of recarFrl Farm RW-02 rev, 141 t-20t t Date of Death: 72/02/2012 Flle No: 21 - 12 ._ ----• ~~, wnsiceranon of the foregoing Petition, LAST WILL AND TESTAMENT ~ o ~~ ~ a _.; ~ r~ :a 7J ~> r F~ ~n erg r- -e m p fir,, z.:r I, MARY JANE VINETTE, of South Middleton Township, Cumbe~rTa(d _. o ~' ~ Yr~ :: ~' :..- c~ Pennsylvania, being of sound mind, disposing memory and full legal age, do ~hefe}~y makes, '~„ o publish and declare this to be my Last Will and Testament, hereby revoking all Wills and ~ Codicils heretofore made by me. ONE. I direct my Executor, Substitute Executor or Substitute Executrix, as the case may be, to pay all of my debts, funeral and administrative expenses as soon as convenient after my decease. Furthermore, I direct that all state, inheritance, succession and other death taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all property composing of my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid by the Executor, Substitute Executor or Substitute Executrix of my estate. TWO. My Executor, Substitute Executor or Substitute Executrix may, at his or his/her discretion, compromise claims, bon•ow money, retain property for such length of time as he or he/she may deem proper; lease and sell property for such prices, on such terms, at public or private sales, as he or he/she may deem proper; and invest estate property and income without restriction to legal investments unless otherwise provided hereunder. THREE. I authorize and empower my Executor, Substitute Executor or Substitute Executrix to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee simple, as I could do if living. My Executor, Substitute Executor or Substitute Executrix is authorized and empowered to engage in any business in ~s~~ which I may be engaged at my death, for such period of time after my death as seems expedient to said Executor, Substitute Executor or Substitute Executrix. FOUR. I give, devise and bequeath al] of my estate of whatever nature and wherever situate to my husband, WILLIAM L. VINETTE. FIVE. If my husband, WILLIAM L. VINETTE, does not survive me by a period of at least sixty (60) days, then I give, devise and bequeath the rest, residue and remainder of my estate equally to my children, PATRICIA M. VENEZIANI, MICHAEL J. VINETTE, WILLIAM L. VINETTE JR., THOMAS R. VINETTE and MARY JANE VINETTE- MOORE, per stirpes, which provides that the child or children of any deceased child shall take the share their parent would have taken if living. SIX. If, under any of the provisions of this Will, any principal becomes vested in a minor, my Executor, Substitute Executor or Substitute Executrix, as the case may be, including any administrator c.t.a., shall have the discretion either to pay over such principal or anY Pazt thereof to any pazent of such minor, any guardian of the person or estate of such minor, or any person with whom such minor resides, or to retain the same as trustee of a power in trust for the benefit of such minor during his or her minority. Any of the principal thus retained, and any of the income therefrom, including the whole thereof, may be paid to or applied for the benefit of such minor from time to time in the discretion of the trustee of such power. When such minor reaches majority, the funds so held shall be paid over to such person, or, if he or she shall sooner die, to his or her legal representatives. In so holding any principal or income for any minor, the trustee of such power shall have all the rights, powers, duties and discretions conferred or imposed upon my fiduciaries acting under this Will. I further direct that no bond shall be required from any person receiving a payment hereunder and receipt from such person shall be a full dischazge to the trustee of such power who shall not be bound to see to the 2 application or use of such payment. The trustee of such power shall be entitled to commissions at the rates and in the manner payable to a testamentary trustee. SEVEN. Executor of this my Last Will and Testament. In the event he has predeceased me, failed to qualify or is not able or does not serve for whatever reason, I then appoint THOMAS R. VINETTE to be the Substitute Executor of this my Last Will and Testament. In the event he has predeceased me, failed to qualify, or is not able or does not serve for whatever reason, I then appoint PATRICIA M. VENEZIANI to serve as Substitute Executrix of this my Last Will and Testament, whereby the said Substitute Executrix shall have the same powers as are given to the original Executor hereunder. EIGHT. No person(s) shall benefit hereunder unless such beneficiary shall survive me by sixty (60) days. NINE. No Executor, Substitute Executor or Substitute Executrix acting hereunder shall be required to post bond or enter security in this or any other jurisdiction. TEN. No beneficiary may assign, anticipate or pledge his or her interest in any income or principal held or distributable hereunder, and no beneficiary's creditors may levy, attach or otherwise reach any such interest. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day of August 2009. s (SEAL) RY ANE VI ETTE 3 I nominate and appoint my husband, WILLIAM L. VINETTE, to be the 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 set our names as subscribing witnesses. j ~ ~_~% s° n~~ ~i ~r a ~, ~~z~ ,tom 4 ACKNOWLEDGMENT AND AFFIDAVIT WE, MARY JANE VINETTE, KAREN S. NOEL and SHARON L. SCHWALM, the Testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declaze to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness and that to the best of their knowledge the Testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS: Subscribed, sworn to and acknowledged before me by MARY JANE VINETTE, the Testatrix herein, and subscribed and sworn to before me by KAREN S. NOEL and SHARON L. SCHWALM, witnesses, this ~ ~ day of August 2009. ~~ uc A. Mrx,~t III, Notary pubpo Carlisle 6oro, Cumberland Courtly My Commission Expires Oct.10, ZOpB Member, Penneytvania Aasoclatbn of No4 ~~~~ C~~-e ~ ~}/~ ~ l SHARON L. SCHWALM ROBERT' P. KI,INF., ESQ. January 9, 2013 Glenda Farner Strasbaugh, Register of Wills Cumberland County Courthouse One Courthouse Square, Room 102 Carlisle, PA 17013 A C .._.. ~ tYi n ~ ~ ~y ~- G7 p m v m z ~ =~' cn '~u _.Q c-~ ~ n r F~ r~r Y;r Dz~ o ,~c U ~ Swl "l7 -s~r 'Yt ~1 v c: t> 'Y'1 ~~ CJl U9 C.a n o -n Re: Estate of Mary J. Vinette Dear Glenda: Enclosed with this letter you will find the Petition for Grant of Letters, Information Sheet, original and one copy of the Will, and copies of the Petition and Information Sheet to betime-stamped, from my meeting at the Register of Wills Office this morning with my client, Thomas R. Vinette. Also, enclosed is the check that I forgot to bring in the amount of $403.50. Please process this Petition and return the Letters, Short Certificates, time-stamped copies and receipts in the enclosed postage paid envelope. V ours, Robert P. Kline, Esquire RPK/srf Enclosures 714 Bridge Street P.O. Box 461 New Cumberland, PA 17070 (7L7) 770-2540 (717)243-5940 Fax (717)770-2553 A f Z J S A 1 N i v~ V i ~ f L i . ~~ 0 N (' U ~ .q ~ a+~ Q~ r1 ~ ~~ y r C/] „-~ 2' ev ~~ U] ~ ~ n O ;3~ ~~ ~ ,~ o o~~a ~ ~ ~ o ~S -o ~ .~ c,> y hU ~ V "F, ^' .~i r ~~ W U 0 V ~..._ ^. C.) ,.^) `fin R_ ~:_ COMMONWEALTH OF PENNSYLVANIA REV-1162 EXIII 1-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG,PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 017244 KLINE ROBERT P 714 BRIDGE STREET P.O. 461 NEW CUMBERLAND, PA 17070 ACN ASSESSMENT AMOUNT CONTROL NUMBER --- fold ---—---- -------- 101 $5,250.00 ESTATE INFORMATION: FILE NUMBER: 2113-0036 DECEDENT NAME: VINETTE MARY J DATE OF PAYMENT: 02/28/2013 POSTMARK DATE: 02/27/2013 COUNTY: CUMBERLAND DATE OF DEATH: 12/02/2012 TOTAL AMOUNT PAID: $5,250.00 REMARKS: RECEIPT TO ATTY CHECK# 1031 INITIALS: WZ SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS � } % \ . vim � � � � + � � ��� � �, � � � � � � ��\ / � � � �« . �� � � � � / : . § � � ��! � \ �\ iƒ� � ~ � . ( »� � o A � � %© ® \ � ����� % % $ ` � � / � ���� . � � � � � � � . � �, �� \� g � %� \ ® g �� : @ $ \ � % %� $ � . 2 $ Q % � t� � k ° � 2 o � ^` k � ƒ % � \�� t\\ . � � �7� ROBERT P. KLINE, ESQ. February 27,2013 jZ �y s 2 irJ - C0. W tzr C-3 . ... Glenda Farner Strasbaugh,Register of Wills A c -n .j Cumberland County Courthouse y One Courthouse Square, Room 102 a r Carlisle, PA 17013 v Co Re: Estate of Mary J. Vinette No. 21-13-00036 Dear Glenda: Enclosed with this letter you will find a check payable to "Register of Wills, Agent' in the amount of $5,250.00, representing a prepayment toward the anticipated inheritance tax due, at discount. Kindly forward a receipt to my office at your earliest opportunity. Very truly yours, vd k S � d Robert P. Kline, Esquire S y r N p d CO O RPK/srf 0 C) 0 Enclosure no- N ) cc: Thomas R. Vinette 714 Bridge Street P.O.Box 461 New Cumberland,PA 17070 (717)770-2540 (717)243-5940 Fax(717)770-2553 .�., Cumberland County - Register Of Wills ane Courthouse Square Carlisle, PA 17013 Phone: (717) 24�-6345 Date• 0 '� " � � . 4/Ol/2013 � � � �...� �`'�;� --�, �- KLINE ROBERT P �.� ,C-� �' .-�'.� � 7l4 BRIDGE STREET � �► � "� c� P.O. 4 51 � � � � ,��, o NEW CUMBERLAND, PA 17 0 7 0 "��-, � � � "�'�' � � � � � � � c� � � �, �'t � � � � � RE: Estate of VINETTE N[AR� J File Number: 2013-0�036 Dear Sir/Madam: This notice is ta serve as a reminder that the Certificate r�f Notice under Rule 5 .6 �a� is due on the below listed date. AS per the AMENDMENTS TO SUPREME COURT C3RPH:ANS ' COURT RULES, N4. 103 SUPREME COURT RULES DOCKET NO. l, fc�r decedent� dying on or after July 1, 1992 , the personal representative or his councel, within ten �14� days after giving prope� notice to the beneficiaries and intestate heirs as required by subdivision (a� of Rule 5 .7, shall file with the Register of Wills or Clerk of the Orphans ' Court hisf her Certification of rJotice. This filing is due by: 04/20/ZOl3 Please feel free ta cantact this office with any ques�ions you ma�r have. If �rau have already f iled �rour certif icate, please disregard this notice. Sincer ly, Glenda Farner Stras ugh Clerk of the OrphanS ' Court c� : File Persanal Representative (s) Cumberland Caunt� - Register �f Wills Qne Courthouse Square Carlisle, PA 17Q13 : Phone: (717} 24Q-6345 Date; 04/Ol/2013 VIN'ETTE THOMAS R 1340 ASPER DRIVE .�, � � � � BOILING �PRINGS, PA 17007 ,'��, � y +� �► � � � �� �� �' �-t1 � - d � � � � � �' � � � � � � RE: Estate of VINETTE MAR.Y J � � � � � � C�, ��"� �,-,' �.` � : File Number: 2013-QaQ35 ° � � � � _ � � � Dear �irjMadam: This notice is t4 serve as a reminder that the Certificate c�f Notice unde� Rule 5 .E (a� is due on the below listed date, As per the AMENDMENTS TO SUPREME C{�URT ORPH�ANS ' COLTRT RULES, N0. 103 SUPREME COURT RULES DC3CKET NO. l, for decedents dying on : ar after July lr 1992, the personal representative or his councel, within ten (10) days after giving proper notice �o the beneficiaries and intestate heir� as required by subdivision : (a) of Rule 5 .7, shall file with the Register of Wills or Clerk of the Orphans ' Gourt hisjher Certification af Notice. This filing is due b�r: t�4/20f2�13 Please feel free tc� contact this of�ice with any questions yau may have. If you have already filed your certificate, please disregard this notice. S 'ncerel , Glenda Farner Strasbaugh. Clerk of the Orphans ' Court cc : File Counsel t CERTIFICATION OF NOTICE UNDER Pa. O.C. Rule 5.6(a) REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Mary J Vinette Date of Death: 12/02/2012 File Number: 21 -13 -00036 Date Letters Granted: 01/10/2013 To the Register: I certify that Notice of Estate Administration required by Pa. O.C. Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on 04/03/2013 Name Address Patricia M.Veneziani 362 Twiggs Corner, Peachtree City, GA 30269 Michael J.Vinette 834 DeKalb Avenue, NE,#D,Atlanta, GA 30307 Mary Jane Vinette 109 Quaker Street, Golden, CO 80401 William L.Vinette,Jr. 337 Lancaster Avenue, Strasburg, PA 17579 Thomas R. Vinette 1340 Asper Drive, Boilings Springs, PA 17007 Notice has now been given to all persons entitled thereto under Pa. O.C. Rule 5.6(a) except: N/A oate 04/03/2013 '1 Signature of Pe�son Filing this Form Capacity: � Personal Representative � Counsel t--�! !� � 1.t� � a- � ? ° _ ,Q Robert P Kline � � � � Q � Name of Person Filing this Form � � 0 0 � � �, z 714 Bridge Street c�, r� �-- w � J P.O. Box 461 1+13 � .J ''� � Address f� � 1;i3 � � � o.- ,m New Cumberland, PA 17070 U 'C�! � Q � City,State,Zip w� � � � 717/770-2540 �� Te/ephone j Form RW-O8 Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. �% Ex(o,.10j 1505610143 --� REV-15x0 ..; PA Department of Revenue OFFICIAL USE ONLY P Pennsylvania county Code Year File Number Bureau of Individual Taxes .1P ertuun* lftevcnaa PO BOX 280601 INHERITANCE TAX RETURN 21 13 00036 Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW 12 02 2012 07 24 1924 Decedent's Last Name Suffix Decedent's First Name MI VINETTE MARY J (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 PILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW {� 1.Original Return ❑ 2. Suppiemantai Return ❑ 3.Remainder Return(date of death p6or to 12-13-82) ❑ 4. Limited Estate ❑ 4a.Future Interest compromise ❑ 5. Federal Estate Tax Return Required (date of death after 12-02-I32) g Decedent Died Testes ❑ 7 Decedent Maintained a Lying Trust g. Total Number of Safe Deposit Boxes (Attach Copy M Vi (Attach Copy of Trust) ❑ 9. Litigation Proceeds Received ❑ 10. Spousal Poverty Credit(date of death 11.Election to tax under Sec.9113(A) between 12-31-91 and 1-95) 11 (Attach Sch.O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number ROBERT P KLINE 717 770x.,?540 cl:r WEQ%TER OPWILLOS NLY rn x n c7 co :x0 First line of address � 7- r-' r.� r� t�t 714 BRIDGE STREET r' o c+ Second line of address C? O3 'Tt PO BOX 461 C:, xi rs City or Post Office State 21P Code �.° --� DAT 7 ILE 7 W 'Ti NEW CUMBERLAND PA 17070 Correspondent's e-mail address: Under penalties of perjury,I debate that I have examined this return,including accompanying schedules and statements,and to the best of my kno viedge 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 RESPONSJ@l)=.FO�FILING RETURN DATE Thomas R.Vinette ADDRESS E— g� 1340 Drive, Boiling Springs, PA 17007 SIGNATURE OF PRE RERO ER ItiAN REPRESENTATIVE DATE Robert P Kline ►q � p ADDRESS 714 Bridge Street, New Cumberland, PA 17070 Side 1 1505610143 1505610143 J J 1505610243 REV-1500 EX RECAPITULATION 1. Real Estate(Schedule A).......................................................................................... 1. 240 , 000 . 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. 61 , 273 . 59 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............. 6. 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) ❑ Separate Billing Requested............. 7. 8. Total Gross Assets(total Lines 1-7)....................................................................... 8. 301 273 5 9 9. Funeral Expenses&Administrative Costs(Schedule H)........................................ 9. 35 , 2 31 . 45 10. Debts of Decedent, Mortgage Liabilities,&Liens(Schedule 1)................................ 10. 133 , 4 58 . 66 11. Total Deductions(total Lines 9&10)......................................................................11. 1 68 , 690 . 11 12 Net Value of Estate(Line 8 minus Line 11)... - - . . . . .. . 12. 132 , 583 . 48 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. 132 , 583 . 48 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. 16. Amount of Line 14 taxable at lineal rate .045 132 , 583 . 48 16. 5 , 966 . 26 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. Tax Due...................................................................................................................19. 5 , 966 . 2 6 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ❑ Side 2 L 1505610243 1505610243 J REV-1500 EX Page 3 File Number 21 - 13 - 00036 Decedent's Complete Address: ECEDEN NAME Vinette, Mary J STREETADDRESS 1340 Asper Drive CITY i - - STATE ZIP Boiling Springs PA 17007 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 5,966.26 2. Credits/Payments A. Prior Payments 5,250.00 B. Discount 276.32 Total Credits(A +B) (2) 5,526.32 3. Interest (3) 0.00 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) 439.9 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;_............................__.......____.......... ..,................- 1 b. retain the right to designate who shall use the property transferred or its income;.,............... c. retain a reversionary interest; or............................_..................._............................................................ . d. receive the promise for life of either payments, benefits or care?.................................................._..........L] 2. If death occurred after December 12, 1982,did decedent transfer property within one year of death without receiving adequate consideration?....__......................_....._._......,...........................___.......___....___...... 0 3. Did decedent own an"in trust for' or payable upon death bank account or security at his or her death?......... [� 0 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 RETUR p .. .. ... . .. .. .. ... . . _ .... . .. .,_. . 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 fling a tax reOn are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: •The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent,or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. •The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in 72 P.S.§9116 1.2)[72 P.S. §9116(a)(1)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 bloo or adoption. REAL A S.OMMONINEALTH OF PENNSYLVANIA (ZEAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Vinette, Mary J FILE NUMBER 21 - 13 -00036 All real property owned solely or as a tenant in common must be repported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willIng seller, neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on schedule F. Attach a copy of the settlement sheet if the property has been sold, Include a copy of the deed showing decedent's interest if owned as tenant in common. ITEM VALUE AT DATE OF NUMBER DESCRIPTION DEATH 1 1340 Asper Drive, Monroe Twp, Cumberland Co, PA. Parcel#22-33-0041-039. Value pet 240,000.00 HUD-1 and appraisal attached) TOTAL{Also enter on Line 1, Recapitulation} 240,OOO.00 SCHEDULE E CASH, BANK DEPOSITS, & MISC. ° INHERIE`T"°FRE""s `"A"'" PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Vinette, Mary J FILE NUMBER 21 - 13- 00036 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 OF NUMBER DESCRIPTION DEATH 1 Members 1st FCU#31451-0000 165.25 2 Members 1st FCU #31451-0005 34,277.10 3 Orrstown Bank#106000827 14,500.00 4 Orrstown Bank#414662 2,442.47 5 US Savings Bonds (various-exhibit attached) 9,444.80 6 USAA Checking Acct 25.00 7 USAA Savings Acct 25.00 8 United States Treasury (2012 refund) 390.00 9 USAA Insurance refund 3.97 TOTAL(Also enter on Line 5, Recapitulation) 61,273.59 SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL `^ INHERITANCE TAX RETURN RESIDENT DECEDENT AYlN V 11 E( OM ESTATE OF Vinette, Mary J FILE NUMBER 21 - 1'3 -00036 Debts of decedent must be reported on Schedule I. ITEM - -- NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT A. 1 Ewing Brothers Funeral Home 8,997.74 2 Gingerich Memorials 4,700.00 3 St. Patrick Church 1,085.00 4 flowers 224.72 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zip Year(s) Commission paid 2. Attorneys Fees Kline Law Office 7,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills 403.50 5. Accountant's Fees Kevin Benton CPA 500.00 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 Per Capita Tax to Mary A. Murray, tax collector 11.00 TOTAL(Also enter on line 9, Recapitulation) 35,231.45 I schedL&H & C4MMDNRITANC TAX RE PENNSYLVANIA PlcWhi'staufi eCos'scontinued INHERITANCE EC RETURN RESIDENT DECEDENT ESTATE OF Vinotte, Mary J FILE NUMBER 21 - 13 -00036 -- L r - 2 additional death certificates 30.00 3 Mortgage payments to USAA/PHH Mortgage 9,691.26 4 P.Scott Archibald, appraiser 250,00 5 Lebo's Plumbing Heating &Air Conditioning 658.65 i 6 Settlement Expenses related to sale of real property, adjusted for tax proration and 1,179.58 credits (per attached HUD-1) t I I Page 2 of Schedule H SCHEDULE [ DEBTS OF DECEDENT, MORTGAGE COMINMONMALTH OF TAX RETURNVANIA LIABILITIES, & LIENS RESIDENT DECEDENT ESTATE OF Vinette, Mary J FILE NUMBER 13- 00036 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 PHH Mortgage Services#0061917159 (payoff as of sale of real property per attached HUD-1) 133,458.66 TOTAL(Also enter on Line 10, Recapitulation) 133,458.66 REY-1513 EXt(1108) ' I SCHEDULE J COMMONWEALTH OF PENNSYLVANIA III BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Vinette, Mary J 21 - 13-00036 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$) RECEIVING PROPERTY Do Not List Trustees( I. TAXABLE DISTRIBUTiONS(include outright spousal distributions,and transfers under Sec. 9116(a)(1.2)] 1 Patricia M. Veneziani Daughter one-fifth 362 Twiggs Corner Peachtree City, GA 30269 2 Michael J. Vinette Son one-fifth 834 DeKalb Avenue, #D Atlanta, GA 30307 I 3 Mary Jane Vinette Daughter one-fifth 109 Quaker Road Golden, CO 80401 I Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate. I� NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN f B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS. TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHE IT 0,00 REV-1513 E%t(9-0D) ' SCHEDULEJ INHERITANCE COMMONWEALTH TAX PENNSYLVANIA BENEFICIARIES continued RESIDENT DECEDENT RETURN ESTATE OF - Vinette, Mary J FILE NUMBER 21 - 13 -00036 NAME AND ADDRESS OF PERSON RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER RECEIVING PROPERTY (S) DECEDENT (Words) ($$$) Da Not Lis[Truslee(s) I, TAXABLE DISTRIBUTIONS[include outright spousal distributions and transfers under Sec.6116(a)(1.2)) 4 William L. Vlnette, Jr. Son one-fifth 337 Lancaster Avenue Strasburg, PA 17579 5 Thomas R. Vinette Son one-fifth 1340 Asper Drive Boiling Springs, PA 17007 Page 2 of Schedule J C:� m r_ MC'> LAST WILL AND TESTAMENT _ -4 o I> � j n, r., C3 -„ I, MARY JANE vmrrE, of South Middleton Township, Cua crland`coufii ;Y' cn to o Pennsylvania, being of sound mind, disposing memory and full legal age, do hereby make, publish and declare this to be my Last Will and Testament, hereby revolting all Wills and Codicils heretofore made by me. ONE. I direct my Executor, Substitute Executor or Substitute Executrix, as the case may be, to pay all of my debts, funeral and administrative expenses as soon as convenient after my decease. Furthermore, I direct that all state, inheritance, succession and other death taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all property composing of my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid by the Executor,Substitute Executor or Substitute Executrix of my estate. TWO. My Executor, Substitute Executor or Substitute Executrix may, at his or histher discretion, compromise claims,borrow money,retain property for such length of time as he or he/she may deem proper, lease and sell property for such prices, on such terms, at public or private sales, as he or he/she may deem proper, and invest estate property and income without restriction to legal investments unless otherwise provided hereunder. THREE. I authorize and empower my Executor, Substitute Executor or Substitute Executrix to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor,in fee simple, as I could do if living. My Executor, Substitute Executor or Substitute Executrix is authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said Executor, Substitute Executor or Substitute Executrix. FOUR. I give, devise and bequeath all of my estate of whatever nature and wherever situate to my husband, WILLIAM L.VINETTE. FIVE. If my husband, WILLIAM L. VINETTE, does not survive me by a period of at least sixty(60) days, then I give, devise and bequeath the rest,residue and remainder of my estate equally to my children, PATRICIA M. VENEZIANI, MICHAEL J. VINETTE, WILLIAM L. VINETTE JR., THOMAS R. VINETTE and MARX JANE VINETTE- MOORE, per stirpes, which provides that the child or children of any deceased child shall take the share their parent would have taken if living. SIX. If, under any of the provisions of this Will, any principal becomes vested in a minor, my Executor, Substitute Executor or Substitute Executrix, as the case may be, including any administrator c.t.a., shall have the discretion either to pay over such principal or any part thereof to any parent of such minor, any guardian of the person or estate of such minor, or any person with whom such minor resides, or to retain the same as trustee of a power in trust for the benefit of such minor during his or her minority. Any of the principal thus retained, and any of the income therefrom, including the whole thereof, may be paid to or applied for the benefit of such minor from time to time in the discretion of the trustee of such power. When such minor reaches majority, the funds so held shall be paid over to such person, or, if he or she shall sooner die, to his or her legal representatives. In so holding any principal or income for any minor, the trustee of such power shall have all the rights, powers, duties and discretion conferred or imposed upon my fiduciaries acting under this Will. I further direct that no bond shall be required from any person receiving a payment hereunder and receipt from such person i shall be a full discharge to the trustee of such power who shall not be bound to see to the j 1 z I E application or use of such payment, The trustee of such power shall be entitled to commissions at the rates and in the manner payable to a testamentary trustee. SEVEN. I nominate and appoint my husband, WILLIAM L. VINETTE, to be the Executor of this my Last Will and Testament. In the event he has predeceased me, failed to qualify or is not able or does not serve for whatever reason, I then appoint THOMAS R. VINETTE to be the Substitute Executor of this my Last Will and Testament. In the event he has predeceased me, failed to qualify, or is not able or does not serve for whatever reason, I then appoint PATRICIA M. VENEZIANI to serve as Substitute Executrix of this my Last Will and Testament, whereby the said Substitute Executrix shall have the same powers as are given to the original Executor hereunder. EIGHT. No person(s) shall benefit hereunder unless such beneficiary shall survive me by sixty(60)days. NINE. No Executor, Substitute Executor or Substitute Executrix acting hereunder shall be required to post bond or enter security in this or any other jurisdiction. TEN. No beneficiary may assign, anticipate or pledge his or her interest in any income or principal held or distributable hereunder, and no beneficiary's creditors may levy, attach or otherwise reach any such interest. IN WITNESS WHEREOF, I have hereunto set my hand and seal this day of August 2009. {SEAL} Y ANE VIPtETTE 3 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 set our names as subscribing witnesses. i 4 I ACKNOWLEDGMENT AND AFFIDAVIT WE, MARY JANE VINETTE, KAREN S. NOEL and SHARON L. SCHWALM, the Testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness and that to the best of their knowledge the Testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. Y JANE TTE -- SHARON L. SCHWALM COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by MARY JANE VINETTE, the Testatrix herein, and subscribed and sworn to before me by KAREN S. NOEL and SHARON L. SCHWALM,witnesses,this�day of August 2009. i� otary ublic CdMMCNWEAtTHfl PENNSYty Notaria at us A. ' t III,Notary Pubtic Carlisle Sae,Curnberiand County MyCarvnission Expires Oct.%2009 5 Member,Pennsylvania Association of Noted*& 41 , Parcel No. 22-33-0041-039 DEED 0012D8 MADE THE day of in the year of our Lord Two Thousand Ten (2010) BETWEEN. RANDALL G. DELLINGER and GAIL •B. DELLINGER, husband and wife, of Cumberland County, Pennsylvania, hereinafter (Grantors) r and M.JANE VINETTE, of Carlisle, Cumberland County, Pe_nnsyivania,-hereinafter (Grantee) WITNESSETH, that in consideration of TWO HUNDRED FORTY-NINE THOUSAND NINE HUNDRED'DOLLARS and 001100 ($249,900.00) in hand paid, the receipt whereof is hereby acknowledged,.the said Grantors do hereby grant and convey to the said Grantee, her heirs and assigns: ALL .THAT CERTAIN lot of ground situate in Monroe,Town'ship,- Cumberland County, Pennsylvania, more,particularly bounded and „described as follows, to wit: BEGINNING at a point on the northem,iine of Asper:Drive.(50 feet wide) at the dividing line between Lots 38 and 39 on said Plan; thence by the eastern line of Lot No. 38 North 20 degrees 48 minutes West 250.0 feet to a", a point; thence by the southern line of Lot No. 44 on said ,Plan North 69.degrees 12 minutes East 69.99 feet to a point; thence by the same North 74 degrees,21 minutes East 122.57 feet to a point; thence by the western line of Lot No. 40 on said Plan ' South 15 degrees 39 minutes East 250.0 feet to a poinf:on the northern line of Asper Drive; thence by the Northern line of Asper Drive.South.74 degrees 21 minutes.West 111.29.feet; thence by the same South 69•degrees 12--minutes West 58.71 feet to the place of BEGINNING. CONTAINING 1.04 acres and known as 39 Asper Drive, R.D.#2, Boiling Springs, Pennsylvania. ! BEING Lot No. 39 on the Plan of Lots of Section 'B" of White Rock Acres dated May 21, 1969, and recorded in the Office of the Recorder of Deeds of I Cumberland County on June 12, 1969, in Plan Book 21, at Page 19. BEING the same premises which Timothy 0. Lester and Diane Lester, husband j and wife, by Deed dated September 16, 1985, which Deed is recorded in the I Office of the Recorder of Deeds in and for Cumberland County in Deed Book 31"M", Page 413, granted and conveyed to Randall G. Dellinger and Gail B. Dellinger, husband and wife, Grantors herein. t AND the said Grantors hereby covenant and agree that they will warrant specially the property hereby conveyed. IN WITNESS WHEREOF, said Grantors have hereunto set their hands and seals the day and year above written. SIGNED, SEALED AND DELIVERED IN THE PRINENCE OF Randall G. Dellinger .XLLL D J& t�eQ11a Gail B. Dellinger d/C/OMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND On this, the'-1 day of 2010, before me, the undersigned officer personally appeared RANDALL G. DEL GER and GAIL B. DELLINGER, known to me (or satisfactorily proven) to be the persons whose names are subscribed to the within instrument, and acknowledged that they executed the same for the purposes therein contained. In Witness Whereof, I have hereunto set y and and offi 1 al. SEAL) Titl of Officer NOTARIAL SEA RENEE L.MURRAY,No ery We Catliele Rom Cembefla Co IY.PA My Commieeion Expims 3,2013 I do hereby certify that the precise residence and complete post office address of the within named Grantee is: r;•3y� /j�g,� �A..;r�l 1-++c 4.s QI} Attorney for Grantee i I I ROBERT P. ZIEGLER RECORDER OF DEEDS CUMBERLAND COUNTY t 1 COURTHOUSE SQUARE CARLISLE, PA 17013 m 717-240-6370 ± 5 . ^7 @ a Instrument Number-201015287 Recorded On 6/10/2010 At 3:08:15 PM *Instrument Type-DEED Total Pages -3 Invoice Number-67121 User ID-AF *Grantor-DELLINGER, RANDALL G *Grantee-VINETTE,M JANE *Customer-KIM *FEES STATE TRANSFER TAX $2,499. 00 Certification Page STATE WRIT TAX $0.50 STATE JCS/ACCESS TO $23.50 JUSTICE DO NOT DETACH RECORDING FEES — $11.50 RECORDER OF DEEDS This page is now part PARCEL CERTIFICATION $10.00 of this legal document. FEES AFFORDABLE HOUSING $11.50 COUNTY ARCHIVES FEE $2.00 ROD ARCHIVES FEE $3. 00 CUMBERLAND VALLEY $1,249.50 SCHOOL DISTRICT MONROE TOWNSHIP $1,249.50 TOTAL PAID $5,060.00 I Certify this to be recorded in Cumberland County PA of Cu rte{ @ @9 �f v° Q �o f RECORDER O S +7so "-Information denoted by an asterisk may change during the verification process and may not be reflected on this page. 0012118 IIIIIIIIIIIIIIIIIII III III , A. Settlement Statement(HUD-1) OMB Approval No.2502,-0265 8,Y a of Coan 11.0 FHA 2-0 RHS 3,0'Conv.Unins e.File Number: 7.Loan Number, 8. Mortgage insurance Case Number: 4,0 VA 5.0 Cony, Ins I vinettet 1309245540 10-10-6-0653181 C. Note:This form is furnished to give you a statement of actual settlement costs.Amounts paid to and by the settlement agent are shown. Items marked .o.c. °were paid outside the closing;the y are shown here for informational purposes and are not included in the totals. D.Name&Address of Borrower: E. Name&Address of Seller: F. Name&Address of Lender: Thomas R. Vinette Estate of Mary Jane Vinette USAA Federal Savings Bank 1340 Asper Drive 1340 Asper Drive 10750 McDermott Freeway Boiling Springs, PA 17007 Boiling Springs, PA 17007 San Antonio, Tx 78288 G. Property,Location: H.Settlement Agent: TIN:25-1797626 1340 Asper Drive Robert P. Kline Esq Monroe Twp, Cumberland Co. PO Box 461 Phone: (717) 770-2540 Boiling Springs, PA 17007 New Cumberland, PA 17070 Place of Settlement: i.Settiement Date: 11/1/2013 714 Bridge Street Parcel #: 22-23-0041-039 New Cumberland, PA 17070 Funding Date: 11/1/2013 J.Summa of Borrower's Transaction K.Summa of Seiler's Transaction 100.Gross Amount Due From Borrower 1400,Gross Amount Due To Setter 101. Contract sales price 1 240 000.001401. Contract sales price 240 000.00 102.Personal oroceirb, 1 1402.Personal Property 103.Settlement charges to borrower line 14001 1 8 246.96 403. 104, 1 1404, 105. 1 1405. Adjustments for items paid by seller in advance I Adjustments for items paid by seller in advance 106. City/town taxes: 406.City/town taxes: to I to 107.County taxes: 11/1/2013-12/31/2013 101.89 407.County taxes: 11/1/2013-12/31/2013 101.89 to to 108.Assessments: 408.Assessments: is to 109. 409, 110. School Tax 11/1/2013-6/30/2014 1,204.53 410. School Tax 11/1/2013-6/30/2014 1,204.53 111, 411. 112. 412. 120-Gross Amount Due From Borrower 249,553-38 420.Gross Amount Due To Seiler 241,306.42 200.Amounts Paid By Or In Behalf Of Borrower 500. Reductions In Amount Due To Seller 201. Deposit or earnest money 501. Excess deposit see instructions 202. Principal amount of new loans 240 000.00 502.Settlement charges to seller line 1400 21431.00 203. Existin loans taken subject to 503. Existing loans taken subject to 204. 504.Payoff of first mortgage loan 133 458.66 to PHH Mortgage 205.ORIGINATION CHARGE CREDIT 350.00 505.Payoff of second mortgage loan from USAA 206. 506. 207. 507. 208. 1 1508, 209. 1 1509. Adjustments for items unpaid by seller lAdiustments for items unpaid by seller 210.City/town taxes: 510.City/town taxes: to to 211. County taxes: 511.County taxes: to to 212.Assessments: 512.Assessments: to to 213. 513. 214, 514. 215. Pest Inspection Credit 55.00 515. Pest Inspection Credit 55.00 216. 516. 217. 517. 218. 518. 219. 519. 220.Total Paid BY/For Borrower 240,405.00 520.Total Reduction Amount Due seller 135,944.66 300.Cash At Settlement FromtTo Borrower 600.Cash At Settlement To/From Seller 301.Gross Amount due from borrower line 120 249,553.38 601.Gross amount due to seller line 420 241 306.42 302. Less amounts Paid by/for borrower line 220 240 405.00 602. Less reductions in amount due seller line 520 135 944.66 303. Cash D From 0 To Borrower 9,148.38 603.Cash ©To ❑ From Seller 105,361.76 The Public Reporting Burden for this collection of information is estimated at 35 minutes per response for collecting,reviewing,and reporting the data.This agency may not collect this information,and you are not required to complete this form,unless it displays a currently valid OMB control number.No confidentiality is assured;this disclosure is mandatory.This is designed to provide the parties to a RESPA covered transaction with Information during the settlement Process. ©2009-2010 Easy Soft. Previous editions are obsolete Page 1 of 3 HUD-1 L.Settlement-Char es File Number: vinettet Loan Number: 1309245540 700.Total Real Estate Broker Fees Paid From Paid From .-Division of Commission fline 700 as follows: - Borrower's Seller's 701. $ to Funds at Funds at 702. to Settlement Settlement 703.Commission paid at settlement 704. 800. Items Payable In Connection With Loan K806. Our on ination char e $685.00 from GFE#1 our credit or charge pints for the s ecific interest rate chosen $ from GFE 42 our ad'usted on ination char es USIA Federal Savings Bank from GFE Al 685.00 raisal fee to Deaa ottis & Associa.tes, Inc. from GFE*3) 375.00 redit re ort to E ifax Mort a e Solutions from GFE#3 15.30 ax service to from GFE#3 lood certification to Corelo is Flood services from GFE#3 5.25 810. 0ri ination Charge is made up of USAA Processin Fee of $685.00 811. 900.Items Required By Lender To Be Paid in Advance 901. Daily interest charges from 11/1/2013 to 12/1/2013 @ $27.50/da from GFE#10) 825.00 902. Mort a e insurance premium for 0 months to from GFE#3 903. Homeowner's insurance for 1 years to USAA from GFE#11 935.19 904. 905. 1000.Reserves Deposited With Lender 100E Initial de osit for Your escrow account (from GFE#9 857.27 1002. Homeowner's insurance 3 months @ 77.93 er mo $233.79 1003.Mortgage insurance months @ per mo $ 1004.Property taxes 10 months @ 52.70 per mo $527.00 1005. School Tax 6 months @ 155.13 per mo $930.78 1006. months @ per too - $ 1007.Aggregate Adjustment $-834.30 1100.Title Char es 1101.Title services and lender's title insurance from GFE#4 1,825.00 1102.Settlement or closinq fee 1103. Owner's title Insurance from GFE#5 160.00 1104.Lender's title insurance $1,825,00 1105.Lender's title policy limit $240,000.00 1106.Owner's title olic limit $240,000.00 1107.Agent's portion of the total insurance premium $1,528.00 1108.Underwriter's portion of the total insurance premium $457.00 1109. 1110.Wire Fee to Kline Law Office 25.00 1111. 1200.Government Recording and Transfer Charges 1201.Government recordino char es (from GFE#7 164.00 1202.Deed S 67.00 Mort a e $97,00 Release 1209.Transfer taxes from GFE#8 2,400.00 1204.City/County City/County taxistam s:Deed$ Mortgage S 1205.State tax/stamps:Deed Mortgage 1206.Realty Transfer Tax $2,400.00 2,400.00 1207. $ M1306. ional Settlement Charges red services that you can shop for from GFE#6 Certification to Mar A. Vu ray, tax collector 6.00 Ins ection to All American $55.00 POC/B*# #See Pest Ins ection Credit - Line 215 1307. 1308. 1400.Total Settlement Charges enter on lines 103 Section J and 602,Section K 8,246.96 2,431.00 8-_=Paid outside of closing by borrower I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief,it is a true and accurate statement of all receipts and disbursements made on my account or by me in this ran tlon,I further certify that 1 have received a copy of the HUD-1 Settlement Statement . r 1«�CLSD12 ThomaaVinette Buyer/Borrower Estate of Mary Jane Vinette Seiler Buyer/Borrower Seller This Settleme -Statement NO I' rep d' a and accurate account of this transaction.I've caused or will cause the funds to be disbursed in accordance with this statement. 11/1/2013 Robert P. Kline Esq Settlement Agent Date WARNING it is a crime to knowingly make false statements to the United States on this or any other similar form Penalties upon conviction can Include a fine or imprisonment ®20og-2010 Easy Soft Previous editions are obsolete Page 2 of 3 HUD-1 j,Coifljaa;Is,ndf GoodiF61th EMimate:(GFE)ancl`HIJDA Charges Good Faith Estimate-`. HUQ-1 Charges That Cannot Increase HUD-1 Line Number Our origination charge #801 685.00 685.00 Your credit or charge(points)for the specific rate chosen #802 )0 Your adjusted origination charges #803 ,d� Transfertaxes #1203 7,200.00 1 2,400.00 1 Charges.Thiitm,Total Cannot Increase Mor&Thiikrr.40% G66d:Fa ith Estimate : Government recording charges #1201 218.00 164.00 Appraisal fee #804 375,00 375.00 Credit report #805 15,30 15.30 Flood certification #807 5,25 5.25 1 -777 70taj 613.55 5 1 59 55 I ncre ase.between GFE and,HUD4,Charges -54�00 or -8.80% Charges That,Gan Change Goad Fatth Estimate MD-1 Initial deposit for your escrow account #1001 1,934.16 857.27 Daily interest charges #901 825.00 625.00 Homeowners insurance #903 451.20 935.14 Title services and lenders title insurance #1101 2,013.75 1,825.00 Owners title insurance #1103 0 00 160.00 Pest Inspection #1303 50.00 55.00 Loan Terms Your initial loan amount is $240,000.00 Your loan term is 30 Years Your initial interest rate is 4.125% Your initial monthly amount owed for principal,interest, and $1,163.16 includes any mortgage insurance is 9 Principal ❑Interest ❑Mortgage Insurance Can your interest rate rise? Z No, ❑Yes, it can rise to a maximum of %. The first change will be on and can change again every after Every change date,your interest rate can increase or decrease by %.Over the life of the loan,your interest rate is guaranteed to never be lowerthan %orhigherthan %. Even if you make payments on time,can your loan balance rise? Z No, ❑Yes, it can rise to a maximum of$ Even if you make payments on time,can your monthly El No, ❑Yes,the first increase can be on and the monthly amount amount owed for principal,interest,and mortgage insurance rise? owed can rise to$ . The maximum it can ever rise to is$ Does your loan have a prepayment penalty? Z No. ❑Yes,your maximum prepayment penalty is$ Does your loan have a balloon payment? 0 No.❑Yes,you have a balloon payment of$ due in years on . Total monthly amount owed including escrow account payments ❑You do not have a monthly escrow payment for items,such as property taxes and homeowner's insurance.You must pay these items directly yourself. X You have an additional monthly escrow payment of$285.76 that results in a total initial monthly amount owed of$1,448.92.This includes principal, interest, any mortgage insurance and any items checked below: 21 Property taxes 0 Homeowners insurance ❑Flood insurance Z School Tax Note: If you have any questions about the Settlement Charges and Loan Terms listed on this form,please contact your tender. 0 2009-2010 Easy Soft. Previous editions are obsolete Page 3 of 3 HUD-1 Second Mortgage Property Value Analysis Report File No. Vinette P.SCOTT ARCHIBALD REAL ESTATE APPRAISALS Case No, 1340 Asper Sommer Vinette M.Jane(Estate) Census 117 MapRef 22-33-0041-039 Property Address 1340 Asper Dr. Check one: X SF pUD ❑Condo 24 Units City 6oiling Springs County Cumberland State Pa_ Zip Code 17007 From No. n!a Loan Remedied$ his Tan bob Moss. Owners at Value 8 Na _ No.of Roars No.otsedroxrs Ni gu Family man Arden: Cross Living Area GarageJCamat Patches,Par, Central Air. 7 3 25 ryes ❑No 1 1,992 SqFtJ 2Car Att Deck,Porch I ❑XYes ❑Na ,NEIGHBORHOOD Location Urban Suburban X Rural Good Avg,Fair Poor Built Up Over 75% X 25%to 75% Under 25% Property Compatibility ��❑� Growth Rate ❑ Fully Dev. Rapid X Steady Slow General Appearance If Property X B Property Values Increasing X Stable Declining Appeal to Market X Demandffimpry Shortage X in sula me Over Supply Marka6ng Time Under 3 Moe. X 4.6 Mrs. Oyu 6 Mos, Present Land Use 50 %7Famiy %24Famiy_%Apt —%CondorT%Commercial_%Industhal 50 %Vamnt_x Change in Present Land USa X Not Likely Likely U Chg From to Predaminart0aupany X Owner Timm i %Vacant SIF Prim Rrg$ 125 to$ SOC 250 =Pradon8nant Value SIF Age 5 to 40 Yrs. Predom.Ago 20 Yrs. Note:Freddie Mac does not consider race or the racial composition of the neighborhood to be reliable appraisal factors. Comments on factors favorable or unfavorable,affecting marketability(e.g.public parks,schools,noise) Most minor amenities are located within a short commuting distance to the neighborhood. Private transportation is necessary to reach most amenities employment combine shopping and entertainment _ SUBJECT PROPERTY Year Built 1989 UMts 1 _ Sty 2 Property poll Good A Fair Poor Type Joel,duplex,semideti Detached Condition of Exterior Design(rambler,split) Split Level Compatibility to Neighborhood X Ext.Wall Marl. _Aluminum/Brick Roof Mall. Com shin Appeal and Marketability X ❑ Pmpedy IN HUD-ICreniified Sp".Fired hazard Area? ❑ Year X1 No Smard Erogy-Efiicienthems None Comments(favorable or unfavorable including deferred maintenance) Fireplace wood deck coy porch, The subject property is maintained in Good condition. Item Suh2qfiql Comparable No.1 Com amble No 2 Corn enable No.3 Address 1340 Asper Dr. 727 Dogwood Tem. 1323 Horick Dr. 1223 Kuhn Rd, Boiling Sports.Pa.17001 Boiiin S rim s Pa 17007 Boiiin 5 rim s Pa 17007 Boiling Springs,Pa 17007 F Sub' 0.72 miles E 0.29 miles N 0.79 miles E ice •r-'rt l$ 242 000 ^'?_$ 245 000 '!$ 250 000 Sale Descri tion Descri ton Aousunent Descri ion Adustment Descri lion Ad'ustment ust 1112012-108dcm 72013-10ckm 572013-12dom n Rural Rural Rural Rural w 1.04 Acres 0.94 Acres 1.03 Acres 1.3 Acres -2 00 24 rs 22 m 37 re, 24 rs on Good Good Good Good ra Rm Total B.Rms. Bails Total &Rim Baths Tatar 84ims Bther Total BRms. Befhs Total 7 3 2.5 8 4 2.50 7 4 2.50 7 3 2.50 Gross Liv Area 1.992 S .FL 2128 S 7t. -136 —1.792 S .Ft. -2,OOC 2248 S Tt -256 Air Condirm Central Central Central Central GamiletCarport 2Car Aft 2Car Aft 2CarAtt 2Car Att Formes,Patro Wood Deck,Cav Par Wood Deck,Cov Po Wood Deck,Gov Poi Panic,Cov For Pools etc. Fire lace Fire lace Fireplace Fireplace Special Energy- Finished Saint -4,00 Efficient Items Other Appliances lianas Arooluences to trances Net Ad' M - Plus X Mims S -t 360 F%* X Minns S -2000 1 ipiusix1mli +560 Sub Value I Net=-1%Grs=1% E —2406401 Net=-7%Grs=2% E 243 000 Net=-2%Grs=2% $ 245 440 Gen.Comments I have considered a Imy Minion of the most probabale sale price of the subject re art . This appraisal is for the intended user only and is not intended for any other users. The information shovm on this report is derived from an inspection of the neighbomom and exterior inspection 0 the subject Property and market comparables.The estimated market value is based upon this information and the knowledge of the undersigned.This report is not to be construed as an appraisal report. ',.',,r'� WaC,e-dMa1vd Value-$ 240000 as of 08/16/2013 Completed 8y r' z" Title APPRAISER-RL-000060-t Signature Date 08f2fit2oi3 ATTACH CURRENT DESCRIPTIVE PHOTOGRAPHS OF SUBJECT PROPERTY AND STREET SCENE Freddie Macl'o"7041/86 Produced by ClickFORMS Software 800-622-8727 Page 1 of 9 P.SCOTT ARCHIBALD REAL ESTATE APPRAISALS EXTRA COMPARABLES 4-58 File No. Unite Case No. 1340 Asper Bonowar Vinette M.Jane(Estate) Pro Address 1340 Asper Dr. City Boiling S County Cumbedand State Pa. Zip Gods 17007 Lender7Ciiant Robert P.Kline Es . Address 714 Bride St, New Cumberland Pa. 17070 r it SubjeclProperty Comparable No. 4 Comparable No, 5 Comparable No. 6 Address 1340 Asper Dr. 1233 Lindy Tem. Boiling SD dnice,Pa,17007 Belting S nnnnas Pa 17007 Prax.m Sub'. 0,86 miles E Sale Pnce $ 60.000 $ Date of Sale Dascd lion Desch tien Adlustment Dasod tion I Adiustment Descd Lion Adustment Time Ad uSt. 312012-Cl Csts -600 Location Rural Rural SlteMew 1.04 Acres 2.21 Acres -6 00 Age 24 yrs 33 yrs Condition Good Good Living Area Rm Total I BRms. 15alfts Total I Mire, Baths Total B-Ross. Bade Total Mats, Baths 0ount6Tota( 7 3__L25_ 9 4 2.50 Gross Uv Area 1992 S .Ft, 250D SFt. ;508 2G.0'�/' S Ft. - Air Condition Central Central Gara Ca od 2Car Att 2Car Att Porches,Pane Wood Deck,Gov Par Sir Par,Pat -1,50 Pools etc. Fireplace 2 fire paces •200 Special Energy- Efficient Items Other A fiances Appliances NetAd', of Pus X Mnps$ -22580 X PX Pus Mnus$ 0 Sub Value Net-9% Grs;9% $ 237420 Net0 - 0 Net:0% Grs:0% $ 0 Gen.Comments , Final Mac Form 704 IS Produced by ClickFORMS Software 800822-8727 Page 2 of 9 P.SCOTT ARCHIBALD REAL ESTATE APPRAISALS SKETCH ADDENDUM File No. Vinette Case No. 1340 Asper Sonawar YareBe Ad.Jam lEstate} Popwty Address 7340 Asper Or City Boilinil_Sprinps County Cumberland $Tale Pa. Zi Code 1]007 Lender0lent Rob ad P Kline Es Add 5a 714 Sdtl a St. New Cumbedantl Pa. 17070 24' Master Bedroom .Master Bath Bath Third Floor [Area:648 fj Bedroom Bedroom 24' 2a Family 24' 27 Laundry D/A IGtchen 1(2 bath Second Floor 2CarAttachad m Family Second Floor - [Area.720 6) [Area:572 fIj [Area 624 ft`7 Living Entrance 2Z 24' 20' 1 FIn.FIRtt >24 tt'Fka[flOM R 9.09•S29 R' TH'I ^ReW 28>. tW 720 M1' Tnir6fbw bib M Sewnd Floor %Y.00•?20 R d ❑ 20'x _ 36'x t.GG- Rtff 2 C6r Mecnea 6T2 iP TMN Floof %1.D0-618 Produced by ClickFORMS Software 8CM22-8727 Page 3 of 9 P.SCOTT ARCHIBALD REAL ESTATE APPRAISALS LOCATION MAP ADDENDUM File No. Vinefte Case No. 1340 Asper Borrower V'nette M Jane(Estate) Property Address 1340 Asper Dr. City Boiling Springs County Cumberland State Pa ZD Code 17007 Lender/Client Robert P Kline Esq. Address 714 Bridge St.,New Cumberland Pa., 17070 =Y Q; E:v.,vy4J iy Y {rvlian 3ej8d. ilib lodia,1. v R� a lrta�art peg4 z Comp2 1.3-= p.: i Comp 3' }Gta a 31 i.L= is=;:J_ � a n� Comp i r'.gOiM: Jc�vd T max= V4ltoyryck. r 8 - s_-<-u] {siA r.. Su_6jM ^ Co mp 4 Oa. T I L:Ldr 3-ai�4_ocN-5 A Gx r7S - L 25°t. Produced by ClickFORMS Software 800-822-8727 Page 4 of 9 l l r 11 r 1 � f y1�4, � `' y1 :,»„'._�.l ,:v.'•°::�-�:. � �%hrµ-��t,iE�.� — � y. �-.? �i .•• „° - ,.�5 i X12. � ' ,s�'rn I-^ P.SCOTT ARCHIBALD REAL ESTATE APPRAISALS COMPARABLES 1.2.3 File No. Vineffe Case No. 1340 Asper Bonower Unede.M.Jane(Estate) Pmpedy Address 1340 Asper Dr. ON Bolling Springs GW* Cumberland State Pa. Lo Code 17007 Lender/CrIent Robert P.10ine.Esq. Address 714 Bddpe SL New Cumberland Pa. 17070 COMPARABLE SALE# 1 727 Dogwood Tem. +�,� '• Y,,, ,�, Boiling Springs,Pa 17007 y y COMPARABLE SALE# 2 �; •"'r', rx ;k-.'° �'�'" *k 1323 Hodck Dr. i yr O',),{ ;+1. Boiling Springs,Pe 17007 i' f)t�• I STAY-to ..-4�4. YYr=�.•- _ 4�s.r'!._r "—'ink, S'e'e Y- ti:tcr'�=_y �v�. +:. „��3 N'tv'a.r+.,t• R '.3_- r x t.+- "btc 1'� +' A4 u Lt"r..f•r r- <'�•tt^ .�'� �� .�i�e;. -:Y+tt'•'+r��•.. i7.Y`..�'Arl �Y t �A� �T:'."'1.:a"I I 2.r COMPARABLE SALE# 3 `„tee 1J? �r 1223 Kuhn Rd. 41 s ( '5-- Boiling Spdngs,Pa 17007 ! J j Produced by ClickFORMS Soft",800-622-8727 Page 6 of 9 P.SCOTT ARCHIBALD REAL ESTATE APPRAISALS COMPARABLES 455 File No. Vinette Bormer inette M.Jane(Estate) Case No. 1340 Asper V ProoeM D r. Atldress 1340A oer City Bolin q S2nngs County Cumberland State Pa. Zip Code 17007 LenderlDient Robert P.Kline Es q. Address 714 Br id e SL New Cumberland Pa. 17070 COMPARABLE SALE# 4 1233 Lindy Ten'. x � i Boiling Springs,Pa 17007 is as COMPARABLE SALE# 5 COMPARABLE SALE# 6 Produced by ClickFORMS Software 800-622-8727 Page 7 of 9 P.SCOTT ARCHIBALD REAL ESTATE APPRAISALS File No. Vinci Case N0. 1340 Asper PURPOSE AND USE OF LIMITED APPRAISAL The purpose of this limited appraisal is to estimate market value by performing an evaluation of teat property Collateral for use in a proposed undenvnting.This limited appraisal is for the use of the party to whom it is addressed and any further use or dissemination without consent of the appraiser and addressee is prohibited. DEFINITION OF MARKET VALUE Market value,as referenced in OCC Rule 12 CFR 34.42(f): The most probable price which a property should bring in a competitive and open market under all conditions requisite to a fair sale,the buyer and seller,each acting prudently,and knowledgeably and assuming the price is not affected by undue stimulus.Implicit in this definition is the consummation of a sale as of a specified date and the passing of title from seater to buyer under Conditions whereby:(1)buyer and setter are typically motivated;(2)both parties are well informed or well advised,and acting in what he Considers his own best Interest;(3)a reasonable time is allowed for exposure In the open market;(4)payment is made in terms of cash in U.S.dollars or in terms of financial arrangements thereto;and(5)the price represents the normal cons aeration for the property sold unaffected by special orcreative financing orsates concessions` granted by anyone associated with the sale.'Adjustments to the comparable must be made for special or creative financing or sales concessions. No adjustments are necessary for those costs which are normally paid by sellers as a result of tradition or law in a market area;these Costs are readily identifiable since the seller pays these costs in virtually all sales transactions.Special or creative financing adjustments Can be made to the com moble property by comparisons to financing terms offered by a third party institutional tender that is not already involved in the property .,transaction Any ,adjustment should not be calculated on a mechanical dollar for dollar cost of the financing or concession but the dollar amount of any adjustment should approximate the markets reaction to the financing or concessions based on the appraiser's judgement. DESCRIPTION OF LIMITED VALUATION PROCESS !n pertortning this preliminary value analysis,the vah"hu n process posenstetl of.(1)Reviewing asseesmenUpubiic records and comparable database IisUng information tar the subject;(2)Cpnducting an mspeciion of the subject and Its environs;(3}Analyzing sales of regional msiden0al real 0.se ;(4)arriving at is value Conclusion;(5)Canting this report. Departures from sperzflc aRPraisai guidefince iIt it :Sft 1-3 because iha appraiser has Presumed,for the pur{rose of the lrcniked appraisal, that the existing use of the subject property is the highest and best use;SR 1-0 because only a solos comparison analysts of value was employed in this limited appraisal since it is the primary valuapon method for residential dwelling similar to the subject.Any additional uses of the departure provision are specifically stated In the attached appraisal report or tts attachments. SALES HISTORY According to the data utilized in preparing the report,the property 0 has QX has not transferred whom the past 12 months. LEVEL OF RELIABILITY The use of the departure provision to allow a limited appraisal with a single approach to value reduces the level of reliability of this report. RECONCILIATION Complete weight was given to the Sales Comparison Approach as it is the approach used by most buyers when purchasing a single family dwelling.The income Approach was not applicable because of the lack of rental information and meaningful relevancy to the value of a dwelling located in this primarily owner occupied neighborhood.On the other hand,the Departure Provision was utilized to estimate the Cost Approach because the appraiser decided this omission to this limited appraisal assignment would not Confuse or mislead the client or the intended users of in*report.The market value is estimated on the FHLMC form 704 or similar attached. ASSUMPTIONS AND LIMITING CONDITIONS `No responsibility is assumed for the legal discrimination or formatters indicating legal or title considerations.Title to the property is assumed to be marketable.The property is appmised free and clear of any and all liens and emcumbrences,except as noted in the report. 'information furnished by others during the course of the research has been verifed to the extent possible and is believed to be reliable,but no qnty is given for its accuracy. o responslbrhty is assumed for the effect on value of hidden or unapparenl conditions of the subsoil or structures;or for arranging engineering studies to discover such Conditions. 'No evidence of contamination or hazardous materials was observed.However,the appraiser is not qualified to detect potential hazardous waste material that may have an effect on the subject property.The client may wish to retain such an expert if he desires. Sketches and other illustrative material are included only to assist the reader in visualizing the real estate and its environs,are based on data developed and supplied by others,and are not meant to represent a survey or as-built plan. Any distribution ofihe total valuation among land,improvement,and/or other Components applies only under the stated program of utilization and must not be interpreted or used as individual values for other purposes. 'The appraiser is not required to provide consultation,testimony,or attendance in Court by reason of this assignment,unless such services have been assigned in contracting the assignment. Possession of the report or a copy thereof does not Carry with k the right of publication,and it may not be used for any purpose by anyone other than the addressee,without the written consent of the author and addressee.Even with such permission,out-of-context quoting from and/or partial rep noting of the report is prohibited.The report is an integrated entity and is only valid in its entirety. Neither all nor part of the contents of the report shall be disseminated to the public relations,news,sales,or other media without the poor written Consent and approval of the author. LIMITED SCOPE APPRAISAL CERTIFICATION I certify to the best of my knowledge and belief that:the statements of fact contained in this report are tree and correG;the reported analyses, opinions,and conclusions are limited only by the reported assumptions and limited conditions and are personal,unbiased,professional analyses, opinions and conclusions;I have no present or prospective interest in the real estate and have no personal interest or bias with respect to the stipulated result,or the occunance of a subsequent event;the analyses,opinions and conclusions were developed and the report prepared in conformance with and subject to the requirements of the Uniform Standards of the Professional Appraisal Practice of the Appraisal Foundation; the appraisal assignment was not based upon a requested minimum valuation,a specific valuation,or the approval of a loan;I personally prepared all Conclusions and opinions about thereat estate that were set forth in the appraisal report.If t retied on significant professional assistance from any individual(s)in the performance of the appraisal or the preparation of the appraisal report,I have named such individual(s)and disclosed the specific tasks performed by each in the reconciliation section of this appraisal report I Card that any tndnodual so named is qualified to perform the tasks.i have not authorized anyone to make a change to any dam in the report;there ore,if an unauthorized change is made to the appraisal report,I will not take the responsibility for it. SUPERVISORY APPRAISER'S CERTIFICATION If a supervisory appraiser signed the appraisal report,he or she certifies and agrees that I directly supervised the appraiser who prepared the appraisal report,have reviewed the appraisal report,agree with the statements and Conclusions of the appraiser,agree to be bound by the appraisers certification above,and am taking full responsibility Terms appraisal and the appraisal report. PROPERTY ADDRESS: 1340 Asper Dry 8 _oiling Springs.Pa,17007 APPRAISER: !//,.% (only required) !� r-.,.� fa SUPERVISORY APPRAISER oM if Signature: r'..._-ti_....�,^. '-r'...^'.t.GG--'` Signature:_ Name: _ P.SCOTT ARCHIBALD Name: Date Signed: 08/26/2013 Date Signed: State Certification#: RL-000060-L State Certification#: or State License#: or State License#: State PA. i State _ Expiration Date of Certification or License: 6136115 Expiration Date of Certification or License: n Did n Did Not Inspect the Interior of the PropeM i Did n Ditl not Inspect property - Produced by ClickFORMS Software 800-622-8727 Page 8 of 9 MIN P.SC0TTARCHISALD REAL ESTATE APPRAISALS File No. Vinette USPAP COMPLIANCE ADDENDUM Case NO. 1340 Asset BormaerlC*lt Vinci M.Jana Estate Address _ 1340 Asoer Dr. Unit No. City Boiling Springs County Cumberland State Pa. ZID Code 170D7 Lender/Client _ .,,, Robert P.Kline Es q. <3,�',:i>11�%\S Sr:lai' •osrjl.?v`.iLL�}4%�r'.e i! ` This Apprauai Report is ore of the following types: -- SaffOrmained (A written report prepared under Standards Rule 2-2(a},pursuant to the Scope of Work,as disclosed elsewhere in this report) X Summary (A written report prepared under Standards Rule 2-2(b),pursuant to the Scope of Work,as disclosed elsewhere in this report,) Restricted Use (A written report prepared under Standards Rule 2-2(c),pursuant to the Scope ofWom,as disdceed elsewhere in this repot!,restricted to the stated intended use by the specified client a intended user.} 'C-04044yzi. 1,14kJ3 bl.�_YCe Y;lkil• 13?a 1 party thatr to the best of my knowledge and belief: The statements of fad ccir ained in me report are trce and Parody The report analyses,asmans,and concWSions are limited only by the reported assumptions and are my imperial Imperial and unbiased professional analyses, opinions,and conclusions. I have no(or the specified)present or prospective interest in the property that is the subject of this repon and no(or specified)personal interest with respect to the ponies involved. [jX'ihavepsdwmed NOSei as an appraiser orar andberoBcer capacity,regarding the ancestry that is the subjected the mpatwithvr the three-year period immediately preceding acceptance of this assignment ❑1 HAVE performed services,as an appraiser or in another capacity,regarding the property that is the subject of this report within the three-year period immediately preceding acceptance of this assignment.Those services are described in the comments below. I have an blas with mspectto the property that is the subject of this repel or the panes involved with Nis assigrxneer. My engagement in this assigrccentwas pert contingent upon dowskeri g of toponarg pedetetnnrrsd reruns. I My compensation for completing this assignment is not contingent upon the development or accepting of a predetermined value or direction in value that favors the cause of the client,the amount of the value opinion,the attainment of a stipulated result,or the occurrence of a subsequent event directly related to the intended use of this appraisal. My anali solutions,and condusaans were developed and this repon has bean Repaned,in carrafamvry with The Uniform Standards of Professional Appraisal Practice, I EX hove err[]have net made a personal inspection of ffre property that is the subject of tMS report No one provided significant real property appraisal assistance to the person signing this ceNficetion.(If them are exceptions,the name of each individual providing significant real property appaisal assistance b stated elsewhere In this report vU' 'x7t:j'fli7v' i31}�'S`:YSr�11Y�`�•c-td�l �i ,..,T D.y7 _ __ _ Note any USPAP related issues regaling disclosure and any State mandated requirements, � 'L"li�S:i^-r n'V"TJU_fxTr��''.t:? ".3t.tr 3,7e.trrFT�:b!IL•_ 7's.:'3i f7 —•--__� -,—.._� ' A reasonable made"Ume for she subject propery is dal offlirng matter wool penhren!to me apprasai assignment. A reasorrableexposure the subject properly is Signature Signature Name _ P.SCOTT ARCHIBALD Name Date of Signature 08726/2013 Data W Signature State Celifipign#_ RL-000060-1- State Catalonian or State license# T or State License# _ State _ _ Stale Expiration Date of Certification or Ucense 6130/15 Expiration Date of Certification or License _ Supervisory of Subject Property: Effedive Dabsc Appraisal 08/1612013 ❑ Did Not (_j' Extorter Only from street ❑ Interior and Exterior USPAPCemNxnce Addentlnn 2e12 Page 9 of 9 Produced by ClickFORMS Software 800.622-8727 COMMONWEALTH OF PENNSYLVANIA RIV-1162 EX01-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG,PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 018561 VINETTE THOMAS R 1340 ASPER DRIVE BOILING SPRINGS, PA 17007 ACN ASSESSMENT AMOUNT CONTROL NUMBER ---------- -------- 101 $439.94 ESTATE INFORMATION: FILE NUMBER: 2113-0036 DECEDENT NAME: VINETTE MARY J j DATE OF PAYMENT: 12/23/2013 POSTMARK DATE: 12/19/2013 COUNTY: CUMBERLAND DATE OF DEATH: 12/02/2012 TOTAL AMOUNT PAID: $439.94 REMARKS: RECEIPT TO ATTY CHECK# 0057 INITIALS: WZ SEAL RECEIVED BY: GLENDA FARMER STRASBAUGH REGISTER OF WILLS TAXPAYER ate . . 62 . v . . g 3 § \ n . > g � / ' . 4 � / � 3 > ƒ/ / ! \ £ f ! f § § \ � \ � > � a ± A A ROBERT P. KLINE, ESQ.. zt^ rzi;�sa..g•.tat�f3K•:i=:cs. December 19, 2013 C:3 moo; M v n cn m = c� � a Glenda Farner Strasbaugh, Register of Wills ;V r-r- r\) m rn Cumberland County Courthouse ccn � One Courthouse Square, Room 102 o c7 o e Carlisle, PA 17013 0 °_ -n — � ry r rn --i Re: Estate of Mary J. Vinette`' C No. Dear Glenda: Enclosed with this letter you will find an original and one copy of an Inventory in the above referenced estate. Please file the original and return the copy, time-stamped, in the enclosed postage paid envelope. Also enclosed is an original and two copies of an Inheritance Tax Return, together with a check made payable to "Register of Wills, Agent' in the amount of$439.94, representing the remaining tax due on this estate. Please file the original and one copy of the Inheritance Tax Return and return a time-stamped copy, together with the receipt for payment of the filing fee, to my office in the enclosed postage paid envelope. If you have any questions concerning this request, please do not hesitate to contact me at my office. cry truly r � Robert P. Kline, Esquire RPK/srf Enclosures cc: Thomas R. Vinette 714 Bridge Street P.O.Box 461 New Cumberland,PA 17070 (717)770-2540 (717)243-5940 Fax (717)770-2553 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21 -13 -00036 Thomas R.Vinette Personal Representative(s)of the Estate of Vinette, Mary J deceased, depose(s) and say(s)that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent,that the valuaticip placed opp to each ftgm of said inventory represents its fair value as of the date of the decedent's death, and that Decedent ownedT eal estate outs4 tMthe Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this in4enl6y. oc rrt = n I verify that the statements made in this Inven- n r ry —i G tory are true and correct. I understand that false state-) r ments herein are made subject to the penalties of Thomas R.Vinette F 18 Pa.C.S. §4904 relating to unsworn falsification to } 7_1 --q c authorities. v r rn Attorney-- (Name) Robert P Kline (Sum o pr$me Court l.14o.) 53798 (Firm) Kline Law Office 714 Bridge Street (Address) P.O. Box 461 New Cumberland, PA 17070 (Telephone) 717/770-2540 DATE OF DEATH LAST RESIDENCE 1340 Asper Drive FIGURES MUST BE TOTALED Personal Property Members 1st FCU #31451-0000 165.25 Members 1st FCU #31451-0005 34,277.10 Orrstown Bank#106000827 14,500.00 Orrstown Bank#414662 2,442.47 US Savings Bonds 1 9,444.80 USAA Checking Acct 25.00 (Attach additional sheets if necessary) Total Personal Property and Real Estate $301,273.59 INVENTORY (continued) REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21 - 13 -00036 DATE OF DEATH LAST RESIDENCE 1340 Asper Drive USAA Savings Acct 25.00 United States Treasury (2012 refund) 390.00 USAA Insurance refund 3.97 Total Personal Property 61,273.59 Real Estate 1340 Asper Drive, Monroe Twp, Cumberland Co, PA. Parcel#22-33-0041-039. 240,000.00 Total Real Estate 240,000.00 2 NOTICE OF INHERITANCE TAX � peI�I1SyLVan�a APPRAISEMENT, ALLOWANCE OR DISALLOWANCE BUREAU OF INDIVIDUAL TAXES DEPARTMENT OFREVENUE INHERITANCE TAX DIVISION �., ,�,IEDUCTIONS AND ASSESSMENT OF TAX .['j[('S(��, � �t��( . U REV-1547 IX AFP CUB-13) PO BOX 280601 f�f��`�+ a.��_' 1 � ��!1.. � HARRISBURG PA 17128-0601 � tf; ! ��;71 E L-< � ,':�_.._$ DATE 05-12-2014 :t?"4 �iAY I3 �1� �I� �U ESTATE OF VINETTE MARY J DATE OF DEATH 12-02-2012 FILE NUMBER 21 13-0036 .�,L�-�.� COUNTY CUMBERLAND KL I NE G}�� � �,R��j{-�p ACN 101 714 BRIDGE�����f�� C(�„ pA APPEAL DATE: 07-11-2014 P 0 B 0 X 4 61 (See reverse side under Objections) NEW CUMBERLAND PA 17070-0461 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS_LINE ____ -� RETAIN LOWER PORTION FOR YOUR RECORDS F- REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: VINETTE MARY JFILE N0. :21 13-0036 ACN: 101 DATE: 05-12-2014 TAX RETURN WAS: ( X) ACCEPTED AS FILED O CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) �1� 240,000.00 NOTE: To ensure proper 2. Stocks and Bonds CSchedule B) �p� .00 credit to your account, .00 submit the upper portion 3. Closely Held Stock/Partnership Interest CSchedule C) (3) of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 61,273.59 6. Jointly Owned Property CSchedule F) C6� .0 0 7. Transfers CSchedule G) ��� .00 8. Total Assets (8) 301 >273.59 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) C9� 35.231 .4 5 10. Debts/Mortgage Liabilities/Liens (Schedule I) �lp� 133>458.66 11. Total Deductions C11� 168�690. 11 12. Net Value of Tax Return C12� 132�583.48 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) �13� .0 0 14. Net Value of Estate Subject to Tax �14� 132,583.48 NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will reflect figures that include the total of all returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at spousal rate C15) .00 X 0 0 - .00 16. Amount of Line 14 taxable at lineal rate C16) � ;7•�+A�_4R X 045 = 5,966.26 17. Amount of Line 14 at sibling rate C17) _00 X 12 = .00 18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00 19. Principal rax nue c19�= 5,966.26 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) pMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 02-27-2013 CD017244 276.32 5,250.00 12-19-2013 CD018561 .00 439.94 05-05-2014 SBADJUST .00 3.90 TOTAL TAX PAYMENT 5,966.26 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.