HomeMy WebLinkAbout02-0521
PETITION FOR GRANT OF LETTERS OF ADMINISTRATION
Estate of KATHRYN M. ENYEART
also known as
Deceased.
Social Security No. 202-58-0878
No. ;;.J-D~- 5~1
To: Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner, who is 18 years of age or older applies for letters of administration on the estate
of the above decedent.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or
principal residence at 70 Lonesome Road, Newville, Upper Frankford Township.
Decedent, then 38 years of age, died May 17,2002, at Hershey Medical Center, Hershey,
Pennsylvania.
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(Ifnot domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows: Upper Frankford Township, Cumberland County
$ unestimated
$
$
$ unestimated
Petitioner after a proper search has ascertained that decedent left no will and was survived by
the following spouse (if any) and heirs:
Name Relationshio
No spouse, children or parents
Shirley A. Spahr Sister
Janet L. Ross Sister
Sally 1. Morton Sister
Betty 1. Barclay Sister
Harry L. Enyeart Brother
Gary L. Enyeart Brother
William F. Enyeart Brother
Carl L. Enyeart Brother
Residence
88 Mohawk Road, Newville, PA 17241
3 Park Circle, Newville, P A 17241
19 Mountain ViewTerrace,Newville, PA 17241
1055 Rebecca Street, Carlisle, PA 17013
22 Kelly Road, Shippensburg, P A 17257
1088 Coon Road, Aspers, P A 17304
95 Hollow Road, York Springs, PA 17372
70 Lonesome Road, Newville, PA 17241
All ofthe above siblings have renounced their right to serve as Administrator and have requested
the appointment of the undersigned as Administratrix.
THEREFORE, petitioner respectfully requests the grant of letters of administration in the
'pprop"'" funn '" ,", ,"-".. ~, ,f/ ?;.aAIi
Toni L. Enyeart '
56 South Corporation Street, Apt. 3
Newville, PA 17241
(717) 776-4823
I/-t, l-~
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA )
SS.
COUNTY OF CUMBERLAND )
The petitioner above-named swears or affirms that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner and that as personal representative
of the above decedent, petitioner will well and truly administer the estat according to law.
Sworn to or affirmed and subscribed '
before me this 30th day of Toni L. Enyeart
May ~ . r% , X442__• /„
~'~'^~~• lt_s___.f 4(ttl d~y~1e~_tS~2e'Cl
Mary C Lewis Reglster _,(t~1,
~ ! f /~
v
No. 21-2002-521
Estate of Kathryn M. Enyeart, Deceased
GRANT OF LETTERS OF ADMINISTRATION
AND NOW, May 30th 2002 , in consideration of the petition on the
reverse side hereof, satisfactory proofhaving been presented before me,
IT IS DECREED that Toni L. Enyeart is entitled to Letters of Administration, and in accord with such
finding, Letters of Administration are hereby granted to Toni L. Enyeart in the estate of Kathryn M.
Enyeart.
Will Book #
Page
FEES
Letters of Administration
Short Certificates(4)
Renunciation (11
JCP
TOTAL
$ 60.00
$ 12.00
$ 5.00
$ 5~~
$ 82.00
Filed.........Maly..30.t1a .................A.D. 2002
~~
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Register of Wil s h~
Mary C. Lewis %I
Mark A. Denlinger, Esquire (83794)
ATTORNEY (Sup. Ct. LD. No.)
MARTSON DEARDORFF WILLIAMS & OTTO
10 East High Street
Carlisle, PA 17013
(717)243-3341
FiPILES\DATAPILE\ESTATES\10611 Lpnicion.ltr
CALL ATTORAIF1' ON 5/30/02
SY.i
21-2002-521
RENUNCIATION
In Re Estate of KATHRYN M. ENYEART, deceased.
To the Register of Wills of Cumberland County, Pennsylvania.
The undersigned siblings of the above decedent, hereby renounce the right to administer
the estate and respectfully asks that Letters of Administration be issued to Toni L. Enyeart, niece
ofthe decedent.
WITNESS our hands this ,-:]0 #i day of
1:!:~/l._~i}JcJw
88 Mohawk Road
Newville, P A 17241
J~:'~rto? ~
19 Mountain View Terrace
~:Bl&;JO
Harry L. En eart
22 Kelly Road
Shippensburg, P A 17257
/)J{gdoclh) '7: K ~
William F. Enyeart ,
95 Hollow Road
York Springs, PA 17372
n71f
c?aJz...,
'-'
\"2:)(1;' -1: 2 '" /1 J.
(~ t;bg ~
Betty 1. 'flarc ay
1055 Rebecca Street
Carlisle, P A 17013
h ~ :i ~;;;J
Gary ~nyeart (&- ({~y~
1088 Coon Road )
Aspers, P A 17304
(1M / ~'!tt;V
Carl L. Enye
70 Lonesome Road
Newville, P A 17241
"
~~ F\F1LES\DATAF1LEIESTATES\I06111_nolice_cer
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Kathryn M. Enyeart
Date of Death: May 17, 2002
File No. 2002-00521
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 or
about June 26, 2002.
Shirley A. Spahr
Janet 1. Ross
Sally J. Morton
Betty J. Barclay
Harry 1. Enyeart
Gary 1. Enyeart
William F. Enyeart
Carl 1. Enyeart
88 Mohawk Road, Newville, P A 17241
3 Park Circle, Newville, PA 17241
19 Mountain View Terrace, Newville, P A 17241
1055 Rebecca Street, Carlisle, PA 17013
22 Kelly Road, Shippensburg, Pa 17257
1088 Coon Road, Aspers, PA 17304
95 Hollow Road, York Springs, PA 17372
70 Lonesome Road, Newville, Pa 17241
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A
Date: July 5, 2002
-
Signature
Name
-i.tuit. A~ tl?
M A. Denlmger, EsqUire
MARTSON DEARDORFF WILLIAMS & OTTO
Ten East High Street
Carlisle, PA 17013
(717) 243-3341
Attorneys for Personal Representative
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT Of REVENUE
DEPT.2BQ601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
1\
I FILE NUMBER
21 02
__l::_OUNTY CO()~_ y~_
---SOCIAL SECURITY NUMBER --
NUMBER
____________~_____ _----L-.__ _.' .._'..__.. .__ ____.,.__.__________
~=~.~~~;~~~A~.MIOOlEINITIAll--- - ---- - -T 202-58-0878
I=~:^O~'O=AR}'- ~:~~~;:6:=D'YE'", .--. ---~ THIS RETUR~~U~:~~:~~~D:I"~~~E WITH THE
(IF -APPLICABLE) SURVIVING SPOUSE'-S -NAME (LAST, FtRSTAND MIDDLE INITlAlf- SQCIALSECIJR"ffv NUMBEFf
I I
---(J3. -Remajri(rerRe~daleol' de:8ffi ?rior\o 12~i3~e2)
~
Z
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1181
, 0
o
o
1 Original Retum
-aT-Supplementar R:etum---
Ie.
OFFICIAL USE ONLY
l.cl ~
00521
4. limited Estate 0 4a. Future Interest Compromise (date of death 0 5. Federal Estate Tax Retum Required
after 12-12-62)
6. Decedent Died Testate (Attach copy 0 7. Decedent Maintained a Living Trust (Attach 6. Total Number of Safe Deposit Boxes
of Will) copy of Trusl)
9. litIgation Proceeds Recei....ed 0 10. Spousal Poverty Credit (date of death between 0 11.Election to tax under Sec. 9113(A) (Attach Sch 0)
12-31-91 and 1-1-95)
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FIRM NAME (If applicable)
~ Martson Deardorff Williams & Otto
-... .~ -.-------.. -.-.- .--..---- --....--
ElEPHONE NUMBER
717/243-3341
10 East High Street
Carlisle, PA 17013
~
(1)
(2)
(3)
(4)
None-
OFFICIAL USE ONLY
i
1. Real Estate (Schedule A)
---..--" --._- ._--._-.-
----. .----.-.-- -' .-.--
2. Stocks and Bonds (Schedule B)
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3. Closely Held Corporation, Partnership or Sole~Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. 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
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
None
None
None
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11, Total Deductions (total Lines 9 & 10)
12, Net Value of Estate (Line 8 minus Line 11)
(5) 7,229.20
(6) 57,500.00
-'---~-
(7) -0-
(8)
64,729.20
(9) 12,982.98
----..-- -----.._-- ---
(10) 29,132.51
(11)
42,115.49
(12)
22,613.71
13, CharItable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not
been made (Schedule J)
'I 14. Net Value Subject to Tax (Line 12 minus Une 13)
t. -.---" -----.. ------... .----.----.-...-.-.-...-.--. .-.--- ---- ---- -.--'--'.-..---
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(13)
(14)
22,613.71
15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15)
or transfers under Sec. 9116(a)(1.2) - -------.---_. .--
z 16. Amount of Line 14 taxable at lineal rate x .045 (16)
0
~ ---..- ----.--.-
~
~ 17. Amount of Line 14 taxable at sibling rate 22,613.71 .12 (17) 2,713.65
~ x
:>
0 ---..-.-..,,-
u
~ 18. Amount of Line 14 taxable at collateral rate x .15 (18)
119. Tax Due
120. 0
BlllllllBll
(19)
2,713.65
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAyMENT
Copyright 2000 form software only The Lackner Group. Inc.
Form REV-1500 EX (Rev. 6.(0)
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Decedent's Complete Address:
STREET ADDRESS
70 Lonesome Road
CITY
Newville
----- -----1--- -""--' -
STATE PA ,ZIP 17241
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
R Prior Payments
C. Discount
(1)
--rn:oF
Total Credits (A + 8 + C)
(2)
3. tnteresUPenalty if appli'cable
D. Interest
E. Penalty
2,713.65
135.68
TotallnteresVPenalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 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.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3) 0.00
(4)
(5) 2,577.97
(SA)
(58) 2,577.97
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
No
1. Did decedent make a transfer and: Yes
a. retaln the use or income of the property transferred;............................................................................. 0
b. retain the right to designate who shall use the property transferred or its income;................................ 0
c. retain a reversionary interest; or.............................................................................................. 0
d. receive the promise for life of either payments, benefits or care?.......................................................... 0
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?................................................................................................................ D
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?...............................................................................................................
IllI
IllI
IllI
IllI
IllI
IllI
IllI 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties- of pedury,TCieClare that I have examined-thiS return, incl-uding accompanying schedules and stalements,-aiid to the best c:lmy knowledge and bei;eCil is-true. cOn-ect
and complete.
Declaration of preparer other than the personal representative Is based on all informcalion of which preparer has any knowledge.
SiGr"":E OF ()S~SPONSIBl:;NG RETURN. -----.bORESS ~~~~~I~S~Wi~f Street
~O~SUN~ti~~RE11JRN- - -AUURESS .-.---- --..- .-.----
------;ti;D0RESS..~-..-._--._---
10 East High Street
Carlisle, PA 17013
DATE
6'- N-GZ-
---- -- U1\TE
DATE
or dates of death on or afte ~uly 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) (iiH. The statute does not exemota 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
parent, an adoptive parent, or a stepparent of the child is 003/03 [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%, except as noted in 72 P.S. ~9116
1.2) [72 P.S. ~9116 (a) (1}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 (a) (1.3)}. A sibHng is defined,
under Section 9"102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
'.
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COMMONWEALTI<OFPENNSYLVANIA I PERSONAL PROPERTY
INHERITANCE TAX RETURN
~ES/DEN~DECED~_ __1___________
----- ,---- -.-----.. -- --.. -- --- -- -,-",-
ESTATE OF
ENYEART, KATHRYN M.
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
__.-----1__.. .._' .___'___
---'--' ---- --rFIL.E NUMBER ,'--
21 - 02 - 00521
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
I
DESCRIPTION
VALUE AT DATE
OF DEATH
227.85
Waypomt Bank, Checking Account #100110014-
2
Waypoint Bank, Savings Account #1770003986
840.00
3
PSECU, Share Account #8905269380
5.05
4
Coming Frequency Control, net eamings 5/12/02 through 5/18/02
416.30
5
Blue Cross, premium refund
140.00
6
1993 Chervolet Astro van, book value
5,300.00
7
1980 Dodge Ram, salvage value
50.00
8
Household goods and personal property
250.00
TOTAL (Also enter on Line 5. Recapitulation)
..
7,229,20
.. I SCHEDULE F
COM~N~~~:i^,..';i~g~'i:'~t~L~A"1A I JOINTLY -OWNED PROPERTY
RESIDENT DECEDENT I
------ ...-- --.,.-- _.__._~_._._._-._..__...._,--_.._-._-_._--...-
-"--
ESTATE OF
"
I
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L_____
-----------------~~~~
ENYEART, KATHRYNM. \ 21- 02 _ 00521
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
Carre Enyeart
Brother ..
ADDRESS
RELATIONSHIP TO DECEDENT
70 Lonesome Road-
Newville, PA 17241
JOINTLY OWNED PROPERTY:
ITEM 'IFb~~~~Tj' 3~6~ IlnclUd~ na~e ~~~:n~:I~~~~U~~::n~~~~;~~count num~::-I' DATE OF DEATH:D~~t~I;,A~~0ED~:TH
NUMB.ER . TENANT. JOINT. I~~ similar 'dent.,lylng.number. Attach deed for IOmtlY-hel.d real VA.LUE OF ASS. ET IINTEREST DECEDENT'S INTEREST
L l1~ ..... '. .'.1
1- " A 101122119981' Real estate situate at 70 Lonesome Road, Newvii~ I -115,000.001--.';-0%1- 57,500,00
, Upper Frankford Township, Cumberland County, P A, I'
I ' being parcel No. 43-04-0387-038, value per appraisal
, I attached
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.__________._. --.J _' ._ _
TOTAL (Also enter on line 6, Recapitulation)
t
57,500.00
,
I INTER.~~~~~~N~FERS & I
COM~NOH~~~~g~E.:'E~t"i~ANIA L1 MISC. NON-PROBATE PROPERTY I
_ _:: :::=____ ~ESJ~EN~ D~CED~NT __:==- ---==-~ ~-==-~:..::=:----==-~~~"_______ _~ _____
ESTATE OF - - -- I FILE NUMElER -
I
*'
ENYEART, KATHRYN M.
21 - 02 - 00521
__. .___ - - __ - __ __._.._ _I
This schedule must be completed and filed If the answer to any of questions 1 through 4 on page 2 is yes.
ITEBM I. ~~:I~de:na:e~f-the~~~~~~:~j~i~~s:~~=;~~~ndthedate-oftransfer.rl DATE ~F DEAT~I\ D~C~:-r -;~C~~SI~N ~I-- TAXABLE VALUE
NUM ER Attach a copy of the deed for real estate ALUE OF ASSET I (IF APPLICABLE)
L . INTEREST
. . Retirement Savings Account(The Corning Oak Holding -I -12,020.571- 0% - - I
I Inc. Section 401K Savings Plan), beneficiary: Carl L.
Enyeart, brother. Prior to decedent's death, she possessed
I no rights to this plan until resignation, retirement or death
0.00
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.___-.1....__ -..J_
L._
TOTAL (Also enter on line 7, Recapitulation)
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SCHEDUlEH
fLt.IERALEXPENSES&
AJ::lI\IN51RA11VE COSTS
COMMONWEALTH OF PENNSYLVANIA
iNHERITANCE TAX RETURN
RESIDENT DECEDENT
-____~___~_________,_ __L_ _
ESTATEOF~NYEA~,KATHRYN~-- ---- ---- - -FILENUMBER'- ..
I 21-02-00521
Debts of decedent must be reported on Schedule I.
ITEM --- --- ---- -- ,- ---- ----
NUMBER DESCRIPTION
A. FUNERAL EXPENSES: -'----- -- -- -- -------
1 ,Egger Funeral Home, Newville, P A
I
AMOUNT
I-
I
6,157.00
2
I Westminster Cemetery, Carlisle, P A, burial plot and monnment
3,434.00
1.
i ADMINISTRATIVE COSTS:
Personal Representative's Commissions
B.
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City State Zip
Yaar{s) Commission paid
Attorney's Fees Martson Deardorff Williams & Otto (estimated)
2.
2,600.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
Probate Fees Register of Wills, Cumberland County
State
Zip
4.
82.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
I The Sentinel, advertising Letters of Administration
2 Cumberland Law Journal, advertising Letters of Administration
3 S.W. Barrett Real Estate & Appraisal Service, real estate appraisal
1
Total of Continuation SChedule{s)
93.83
75.00
I 250.00
I
291.15
-+ 12,982.98
TOTAL (Also enter on line 9, Recapitulation)
,
*'
SchecUe H
FlI'lllIClI Expel s e s &
Am. McdiwCoslsc:orD1uecl
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
--- ------ - ---------.-_.. -------,---._-------- ---
ESTATE OF
ENYEART, KATHRYN M,
4
,- --~--
Register of Wills, short certificate
5
6
7
8
9
Recorder of Deeds, copy of Deed
Waypoint Bank, fee on checking
Healthsource, pathology report
Register of Wills, filing fee, inheritance tax return
Reserved for additional probate fee, filing fees and miscellaneous expenses
- -'FILE NUMBER
I 21-02-00521
~I
Page 2 of Schedule H
3,00
1.00
1.00
21.15
15,00
250,00
*'
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
\
L ____
-I FILE ~~~~2E~0521 .
ESTATE OF
ENYEART, KATHRYNM.
Include unreimbursed medical expenses.
ITEM
NUMBER
1
2
3
4
5
6
7
DESCRIPTION
Wowoin! Bank, Installment Loan #4551 0016T9 (payment automatically deducted from decedent's
Waypoint checking account
Decedent's one-half interest in Waypoint Bank, Line of Credit #10706066, in joint names of Carl L.
Enyeart and Kathryn M. Enyeart
PSECU, automobile loan #0 17464 1065/Lll (loan was in name of Brandi I. Enyeart but was the
responsibility of decedent and was for purchase of decedent's 1993 Chevrolet Astro Van (Sch. E, Item
6))
American General Finance, Loan #0013495488
Sprint, account payable
AT&T, account payable
Waypoint Bank, checking account #100110014, outstanding check on date of death
TOTAL (Also enter on Line 10, Recapitulation)
AMOUNT
16,640.59
5,445.61
6,193.88
739.02
83.10
9.44
20.87
29,132.51
*'
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_1__-
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
,___ __.__ -1_
ESTATE OF
ENYEART, KATHRYN M.
--, FILE N-UMBER
\ 21-02-00521
- --..--- --- -- ----- ----- -- --I -RELA-TIONSri;PTO
NUMBER 1 _ ~AME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY_ --+--"0 ~;~;'~~~~'!IL \
I. TAXABLE DISTRIBUTIONS (include outrighl spousal dislribulions) I -+
I Carl L. Enyeart Brother
, 70 Lonesome Road, Newville, P A 17241 I
I
2 Shirley A. Spahr
I 88 Mohawk Road, Newville, P A 17241
AMOUNT OR SHARE
OF ESTATE
iJoinl property, 40lK
land 1/8 estale residue
I Sisler
! 1/8 estale residue
3 I Janel L. Ross
I 3 Park Circle, Newville, P A 17241
4 I Sally J. Morton
19 Mountain View Terrace, Newville, FA 17241
5 I Betty J. Barclay
\ 1055 Rebecca Slreel, Carlisle, PA 17013
6 Harry L. Enyeart
I 22 Kelly Road, Shippensburg, P A 17257
I Sister
I Sister
I
11/8 eslate residue
11/8 estate residue
I Sister
\ Brolher
1/8 estate residue
11/8 estate residue
See Continuation Schedule{s) attached
Enter dollar amounts for distributions shown above on lines 15 through 17, as appropriate, on Rev 1500 cover she t
II. NON-TAXABLE DISTRIBUTIONS:
IA. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
I
I
I
,
I
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'B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
I
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEJT
SCHEDULE J I
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES continued I
INHERITANCE TAX RETURN
____ ~StDE~TDEC~DEN!_ ---__________________________n_n___ _1_ __ _______
---.._.--.- -- - - -- --- ----._----- - ..- -- -'---._~ ---- ---..- -- --- ..---- ---- ---
ESTATE OF I FILE NUMBER
ENYEART, KATHRYN M. 21 _ 02 _ 00521
,
.-- --- - -- - -- ---- - --- --- -;-. RELATIONSHTPfO T
I DECEDENT AMOUNT OR SHARE
00 Not I.lstTrustee(s) OF ESTATE
T--- --
.
NUMBER
I.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
f-c --- - - -----------
, TAXABLE DISTRIBUTIONS (include outright spousal distributions)
7 I Gary L. Enyeart
1088 Coon Road, Aspers, PA 17304
I Brother
I
I
8 'William F. Enyeart
195 Hollow Road, York Springs, PA 17372
I Brother
1118 estate residue
I
1118 estate residue
I
!
Page 2 of Schedule J
-->
"I Way~qi!lt
LOOK FOR U5. WE'LL GET YOU THERE.
06/07/2002
lvIDW & 0
10 E HIGH ST
CARLISLE P A 17013
The information which you requested on the account(s) of KATHRYN ENYEART
(Social Security Number 202-58-0878) is/are as follows:
Account Number
Class of Account
Date Opened
Principal Balance
Accrued Interest
Balance at Date of 227.85
Death
Account Ownership SOLE
Name of Joint
Owner, if any
Date Ownership
Was Established
100110014
CHECKING
04/12/01
227.85
1770003986
SAVINGS
11119/93
840.00
840.00
SOLE
Account Number
Class of Account
Date Opened
Principal Balance
Accrued Interest
Balance at Date of
Death
Account Ownership
Name of Joint
Owner, if any
Date Ownership
Was Established
Additional
Information
Requested
PLEASE COMPLETE W.9
SQrI "\\E"rL~.s 1.,.2.-
~y: Urwn .
KATHiwJUN~
SENIOR SERVICES REP.
P.O. Box 1711. HARRISBURG. PeNNSYIlfANIA 17105-1711
Toll Free 1-866-WAVPOINT (1-866-929-7646) 'IN YORK AREA 717/815-4500 . www.waypointbank.com
PSECIt!Jt
the financial link TM
July 18, 2002
Account # 0202580878
CORRINE L MYERS
C/O MARTSON DEARDORFF WILLIAMS & OTTO
TEN EAST HIGH ST
CARLISLE, PA 17013
Dear MS MYERS:
The following is the status of KATHRYN M ENYEART's account with PSECU as of the date of death.
Joint Owner's Name
Date Established
Date of Death
Date of Birth
NONE
12.01.2001
05.17.2002
01.06.1964
.E"~ 3
5CH. ,
Sharers)
Regular Shares (SI)
Balance
$5.05
Accrued Dividend
$0.00
The dividend earned from January 1,2002 through the date of death was $0.05. We do not have safe
deposit boxes for our members.
The following is the status of BRANDI I ENYEART's 0174641065/LI I account with PSECU as of May
12, 2002. The decedent was comaker on this loan.
L11-1993 CHEVROLET ASTRO Balance - $6,188.80 Accrued iuterest - $5.08
Original Loan Date I I .26.200 1
SCHor ~ J- hrv. 3
If you have any questions, please call 234-8484 in Harrisburg or our toll-free number, (800) 237-7328. At
the menu prompt, enter 6 and then extension 2227,
Sincerely,
Meade Fa' x
Member Service Representative
Finance Support Unit
PENNSYLVANIA STATE EMPLOYEES CREDIT UNION
Main Address: 1 Credit Union Place, Harrisburg, PA 17110-2990. (717) 234-8484. (800) 237-7328
Mailing Address: P.O. Box 67013, Harrisburg, PA 17106-7013 . (717) 777-2100 (TDD) . (800) 472-1987 (TOD)
Web Address: www.psecu.com
Savings federally Insured up to $100,000 by the National Credit Union Administration,
fl.u),.
3 f/7 F/<)
. ; ,- j I} ~.: I ~ L!: i:
,; u; ;. 01 DElOS
'.lii;>(lAIW COUNn - r't:
Tax Parcel No. 43-04-0387-038
'98 FElllIJ PI'I 2 12
THIS DEED,
MADE THE 22nd day of January
nillety-eight (/99-8).
i/l the year of ol/r Lord aile thousand lIille hUlldred
BETWEEN RUTH V. ENYEART. widow. of Upper Frankford Township (mailing address:
70 Lonesome Road, Newville, Pennsylvania 17241), Cumberland County. Pennsylvania. party
oflhe first part,
Gramor,
and CARL L. ENYEART and KATHRYN M. ENYEART, brother and sister, :IS joinl
tenanls with the right of survivorship and not as tenants in common. of Upper Fl'illlkfonl
Township. Cumberland County, Pennsylvania. parties of the second part,
G"(flllee~':
WITNESSETH, that in consideralioll of One and no/100 ~-- ($1.00) .-- Dollar. il/
hand paid, rhe receipr whereof is hereby acknowledged, the said Gralllor d()e~' hereby gralllCllllf
cOllvey to the said Gralllees. their heirs and assigns. as joi.nt\e~ants with the right of survivorship
and not as tenants in common.
ALL THAT CERTAIN 10\ of gfound togelherwilh the improvements thereon erecled
located on the west side of Township T-426 known as Lonesome Road in Upper frankforu
Township. Cumberland County, Pennsylvania. more particularly bounded :\nd described as
follows:
BEGINNING at a point in Ihe center of said Township Road T-426 known 01& Lone~ome
Road at line of 101 now or formerly of James Slllisbury; thence in said public road, North 25
degrees West a distance of 132 feet to a point at line of lands now or formerly of Stanley Warfel,
South 52 degrees 14 minutes 50 seconds West a distance of 200 feet to a point; thence SOlllhe:lst~
warclly a disluncc of 88 feet to the northwest corner of said lot now or formerly of JaIlll:S
Sulisbury; thence ulOllg line of said 101 now or formerly of James SalisblllY, North 65 degrees Eilsl
a distance of 200 feet to the Place of II EG INN I N G.
HA VING THEREON erected a dwelling hOllse and other improvements. with the mailing
address 70 Lonesome Road, Newville, Pennsylvania 1724l.
THE ABOVE-described premises are all of the property which Phillip M. Wallen.mo MOllY
L. Wallen. husband and wife, by deed dated July 7. 1976. and recorded July 7, 1976, in the
Office of the Recorderof Deeds in and for Cumberland County at Carlisle. Pennsylvania, in Deed
Book "R", Volume 26. Page 303, granted and conveyed to Charles F. Enyeart and Ruth V.
Enyeart. husband and wife. The said Charles F. Enyeart having died on September 12. 19t16,
title to the same remained vested by operlltion of law solely in his surviving spouse, Ruth V.
Enyeart, widow. who is the Grantor herein.
THE WITHIN Grantees are the son and daughter of the within Grantor and therefot'e this
e.onveyance is exempt from really transfer taxes imposed by the Commonwealth of Pennsylvania,
and by Upper Frankford Township Bnd by Big Spring School District.
8Ou,; 171,;,,-1063
Sl:H "F', ~
(tlz....)
AND the said Grantor hereby covenallts and agrees lltar Sill! will warrant SPECIALLY tlte
property hereby conveyed.
IN WITNESS WHEREOF, said Grantor has ftereulltoset her hand alld seal the dayalld
year first above written.
Siglltd, Staled, and Dtlj~t'td
ill tflt P,eUllct "I
IV""" ~ /~"
77,
,1f';/74 ?-'
Ruth V. Enyeart
,0 <!. .-J
c '71... :..,t..1lt"..-c
/,
ISEAl,)
State of Pennsylvania
County ofCumberlalld
}'"
On tllis. the 22nd day of January . 1998. before me, the undersigned officer, per.rOlwlly
appeared Ruth V. Enyeart. widow, known /0 me (or satisjactorilyprovenJ to be tile persoll wllOse
/tame is subscribed to the wit},in instrument, and acknowledged that she executed the same for the
purposes therein contained.
UOIAl\l4Lso'l
t:OISIA ~Itlr,. liOrAIlY puellt
, C.l."""'At.r.UI#&fftV.l>;tlCfJU~lY PA
::~:~~'?:;.F~~:::.:U~~~~~
'~~
IN WITNESS WHEREOF, / henfullto set my hand and official seal.
/ do hereby certify that the precise residence lllld complere post office address of the with/II
na//fed Grmrtees is 70 Lonesome Road, Newvilte, Pefmsylvlmh) 17241.
January 22, 1998
/0t"L"' In.
r.....A,.Q...
r
AttorneyJor Grantor
COMMONWEALTH OF PENNSYLVANIA
},s
COUNTY OF CUMBERLAND
l(~CORDED 011 this /0 day of
\,'~ \", ,/998. in the Recorder's
OfJice o/the said County ifl Deed Book III .
Page /l'fo3
Givell tinder my hand and seal of rhe said
office. the date above written.
4Z..<lf'.rF~ '
/' ' ecorder
BOOK
"',~~":;"'..i~~{'~
.,~",,:,.~.;). !t:\";
",f?'~1~\7~:i' ......:;~~,,:\
106A ,;;,':J;r,["/"hl/'"''''''''
171 rAC[ ':t ,\;':<y;j.;;'I~""':"~:o~;
';~~~~t0f~~:('f
't{~;(:O:Mr,:,:.~.\"" -
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.
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(.,.,;.,,,,,
, , ~.:."
S. W. BARREll REAL ESTATE & APPRAISAL SERVICES
FM No. 02.0392
APPRAISAL OF
LOCATED AT:
70 Lonesome Road
Newville, PA 17241
FOR:
MOW&O, 11/0 V. otto, III Esquire
,Ten East High street
Carl1sle, PA 17013
BORROWER:
ENYEART,Kathryn M. Estate
AS OF:
05/17/2002
BY:
stan A. Skowronek
124-126 NORTH HANOVER STREET, CARLISLE, PA 17013 717-243.e64S AND F!>;1. 717-243$27
'Sc.l"\ '\fll ,X<j-<...y. I
(, //2. )
S. W. BARRETT REAL ESTATE & APPRAISAL SERVICES
FIe No 02-0392
06/12/2002
MDW&O, Iyo V. Otto, III Esquire
Ten East High Street
CarlIsle, PA 17013
File Number: 02-0392
In accordance with your request, I have personally inspected and appraised the real property at:
70 lonesome Road
Newville, PA 11241
The purpose of this appraisal is to estimate the market value of the subject property, as improved.
The property rights appraised are the fee simple interest in the site and improvements.
In my opinion, the estimated market value of the property as of May 17, 2002
is:
$115.000
One Hundred Fifteen Thousand Dollars
The attached report contains the description, analysis and supportive data for the conclusions,
final estimate of value, descriptive photographs, limiting conditions and appropriate certifications.
Respectfully submitted,
~Q.~Uj~"-
Stan A. Skowronek
Certified Residential Appraiser
124-126 NORTH HANOVER STREET, CARLISLE, f'A 11013 717-243-6646 ANO FAX 717-243-8627
F-{ (2Itz..)
SUMMARY APPRAISAL REPORT
UNIFORM RESIDENTIAL APPRAISAL REPORT
Pronertv O.scrl..tlon FII. No. 02-0392
PtoD<\' Address 70 L.onesome Road CitY Newville s\at"PA -;;:-""" 17241
LMalDe&aiMlon Deed Book 171 P;:;'e 1063 Count.. Cumberland
Aneuoc'e Paroe! No. 43-04-0387-038 TaxYear 01..02 R.E. Taxes! 1168.00 s......""A'~II$ N/A
B"",,,,, Estate ^f "NYEART KathNn M. CurrenlOwner Enveart Occu"ant rJ Owner nTenant IXI Vacanl
.. P . hts~"":::"ed fYl Fee l1.1.....1.. n I wasehold Pro"ectTVDe 1 1 PUD I Candaminum HUONA onlv\ HOA$ N/A /Mo.
Nej/lhbolt1ood 01' Proiect Name UDDer Frankford TownshiD MaD Reference 04-0387 C1NI8US TnlId 0130.00
Sal.Price ! N/A Dale of Sale N/A n-,..;.,ticmand So aroouM ofloan cnarlleslconceseionsto be ~ .....8_ N/A
LenderlClilnt MDW&O Ivo V. otto III Esnuire Addrm Ten East Hiah street Carlisle PA 17013
A.lHlI'aia<< Stan A. Skowrone Address 126 North Hanover Street Carlisle. PA 17043
lotalion ""'" Suburban Rural Predominant Slngl. family housln; Ptuent\and UM% Land UlIII change
Buit\lp O1er75'4 25-75% Und8l'25% occupancy r~E ~f Onefariy ~ @""""', OU'",
GrowtI\rate Rapid StatRe ~"" Owner 95 ~ low ~ 2-4faniy ~ X InpfOCEml
Proper\YValll83 IncreaUlll ...... i- Dedi!ling Tsnanl , 125 Hinh 100 J.tJtWaniy ~ To: Residential
Demand/aupply Shortage In....... ,..""'''''''' V_(OO'>) ~ Ptedorilant B'fflComrnarcial 0%
UlWXetilalime Under3rms. 3-6 mos. Over 6 mos, 'i~_5'Io\ 100 I 30 lVacant 60%
Note: Ra~ and the racIal composition of the neighborhood are not appralsal facton..
Neighborhood bOU"d~a~d characteristics: SUbl~ I. bounded on the north by Subdivision ReI on the east b'\I Kerrsvllle Rd on the
. south tw Ritner and on the west ~Whiskev Run Rd.
.
0 Fadors that affed the marketa\)\\j\y af the propenin in lhe neighbOlhO(ld (proximity to employmenl and amenities, employment stability, appeal to mart.t, ete.):
. There are no adverse factors to affect marketabilitv of subiect. Diverse stable emnlovment and aU su";~~rtint'll amenities are
.. within eas~ driyln" distance. SMSA 3240
Marke1 conditions in the subject neighborhood (including support for the above conclusions r~ated to the trend of property 'ialu". <ielnanOfaupply, and marketing time
_ _ suen as data on competitive propenl" tor sale in the neighborhood, description of the prevahmce of sales and frnancinQ coneesaloM, ete.):
ProDertv sales records and MLS stathstic8 show a steady. moderate increase In D~:""":.fu values over the nast '~ar. Averaae
marketlnn time of 80.100 da shows a--;;~ balance of SUDDIv and demand. Few sales and financln concessions are
needed in the nelnhborhood.
. Project Information lor PUDs (If applicable). -Is the developlfJbuilder in control of In. Home Ownera' Assoeiation (HOA.)1 oVES DNa
A.pproximatetotalt'l.lfrileTofunitsinthesubJeclprojacl N/A Approximafetotalnurril8l'afunitsforsaleinthlsubjectprojlcf N/A
Des<:rille common elements and t.ueaiiona\ taeiilies: N/A
Dimensions See l~al descrlDtion Topognlphy Sjj;;jitj;SIOoIno
Site area .51 Acre mIl CclmeT Lot U '1es IX} No Sizl Tvnical for area
Specific zoning classification an~~Plion None Known Shape Irrenular
Zonr.gco~iance 0 legal leg.lIOIlO.orA'~'II(Gr.indfalh<<eduse) UIRegal 00 No zoning Drainage. Annears adenuate
HiohHl& best uaeas i..............ed: Present use Dtheru$6l{extllainl V.. Residential
Utllitl.. Public "'h. Off-site Improvlmlnb Type Public P.wate larkisc;apng Ayeran-e
Electrir::ily ~ 81_ Macadam ~ Driveway SUrface Stone
Ga CUrtl/gutte!' Non. A.pparent easement. None indicated
Water DWell Sidewalk None 0 FEMASpael3IRoodHatardArea U'18$ __~ No
Sanilarysewer Se tic Streetlights None R FEMA Zone X Map Dati 04105/88
Stormsewer' II J.J'- None FEMAMaaNo 42.15880010 B
Cornman" (apparent alivene easemenls, encroachments, special assessments, slidl areas, Hlegal or legal nonconforming zoning, use, etc.): On site water
and .anitarv sustem are common for area and have no adverse affect on marketabilitv. There are no adverse easements
encroachments or other adveru. conditions.
GENERAL DESCRIPTION eXTERIOR QESGR!PnON FOUNDA1l0N BASEMENT INSULATION
No. of Units 1 Foundation Cone. Block ..,. None AleaSq.Fl. 1088 ~ ~
No. of Stories 1 Exterior Walls Wood Shnal QaMSpaoe None '%Fl'lished 0% Ceaing~
Type (D~JAtt) Oetached Root Surface ASDhalt easement Partial ""'" Unfinished WaJs~
Onign (Styte) Ranch Gutters & Ownspts. Aluminum Su/Tf PufTp None WaUs Cone. Blk Roor ~X
Existing/Pf'3posed Existina WmdowTyp, Double hunn Dampne$S None Dbs. eo~ Concrete """-
Age(Y..) 30 SttllT'rlScnens Thermal Selllemllnt None Dbs. ClutsideEntry Yes 0-
Effe<:tiY. 4"e Nrs.\ 15-20 Manutadured Houw No Inflslalion None Dbs. *R Factor Unk
. ROOMS '0. "'~ Pin~" Kild:\en 0.. Famtt Rm. Rec.Rm. B"'... 'Bath. lau~ Other AreaS".FI.
........,
Levell 1 area 1 5 1.5 1664
. lIVsl2
. 0
Fjnishedillreaa.bQ....-~' WIItain$: 7 Rooms' 5 Bedrooms\: 1.5 Bafhfs): 1664 s areFHtotGtO$sLNMNea
INTERIOR tdaterials/CondHiOll HEA~NG KITCHEN EQUIP. ATTIC AMENITIES CAR STORAGE:
e_ CrntlHrdwdNlnvl T... BB R9ftigwa\ct 0 No", 8 Fnplaee(s)'_ ~ "0'" D
0 W"n Drvwall '0" Electric RangeiO'len ~ Stan Palio Concrete Garage 'of cars
Trinv'Flrlish Wood ConlMionAvt'll DISposal OropStai' 0 Oe<:k Wood Attached
8athAoar viiWl COOLING DIShwasher Sorttlo ~ Po". 8 """''''
Bath Wa\nsool DrvwaU Central None Fan/Hood "'" F"", Built-In 2
""" HollOW Core "'h. None Mrc:rowave ""~'" Po. R C.....
Averane Condition CondbInNlA Waslworlr'lrvAo< n Finished Drivewa" 41stone
Add~ionalfeatures(sp&Cia[ eMfgy efficient itelTl'lo, e\c.)'. Wrap around wood deck. Concrete patio.
Condition of the improv~=nts, deprecialion (PhYSi~~~..ctional, and enemal), tepa.s ~~euded, qua~~;~ conslruction remodeling/additions, etc.: 1mbroye
ments are in avera e (:ondltion with no h sica' or fUnctional inade uacles a arent.
0
Adverse ~nvironmental COI'\<litiollll (sllch as, btrt no1lim'lled 10, hazardous wasles, toxic substances, etc.) pre.enl in lhe improvements, on th. site, Qfin1he
immediate vicinity of the subject pfopefty: No adverse env\ronmental conditions are aDDarentJdisclosed.
l"eOdi,Mocforml0c.S3
PAGE 1 OF2
-F~~(ii-;;:'2)'m__~_~~
F......MllOF<rIl\lQO(6-93
SUMMARY APPRAISAL REPORT
Valuation ..ctlon UNIFORM RESIDENTIAL APPRAISAL REPORT FII' No. 02~392
EsTIMATED SITE VAlUE. . .. = $ 24000 Comments on Cosi Approach (such as. source of cosl estimate,
ESTIMATED REPRODUCTION COST-NEWOF IMPROVEMENTS; site value, ~\liU'. foot ealeulation a,.d for HUD, VA and FmHA, Ihe
Dwelling 1.664 Sq. FI. @$~ = $ 79.872 esiimatedremaininglllconomir;lifeofthepropet1YT-
Bsmt.1088 Sq. F1. @$ 12.00 13.056 Cost new from Marshall Swift Valuation Service
. Well 5e tic Patio Deck 12.000 Handbook and local coat anal sla. Land value from
GaragtICarpa1 ~ Sq. Fl 0.$ 10.00 5.780 Market Data Com arison. De reciation based on a e life
TolalEstimaledCosl New . '" " 110.688 observed condition and Market Data Anal .'s.
less Phr-'icaI Functional I:xtarnal Est Remaining Econ.lh: Estimated Remainln Economic Life Is 40-45 Years.
. Dep'ecialion $15000 $0 0 " $ 15.000
Depreciated Value of I~emenls . . " $
'~-i&'ValueofSite,,.rov.menlB.. :: $
INDICATEO VALUE BY COST APPROACH.. :: $
ITEM SUBJECT COMPARABLE NO. I
70 Lone.orne Road 353 Crossroad School Road
Address Newville Newville
Proximil toSub'ec1 5.82 MI SSE
SaleaPrlce $
PriclrIGrossLN.AreiI
OataandlCf
VerificationSClurces
VI'LlE~
Sales r$ Financi1g
Concessions
DateofSaleIllme
Location
_...
SHe
V,,"
Oesi nand I
d"""""",,,
Ie
OE5CRIPilOH
None, Cony
OOM 14
08/31/2001
Suburban
Fee Sim Ie
1.04 AcJAv
Reskiential
Ranch/Av
Av In I
6 Yrs
Av IGood*
A.
Condilion
AtKNe Grade
Room Count
Gron Liv' Area
Baserrenl&F"nished
Rooms BeIowGtackl
FunclionalUlilH
Heat" olin
E EfIiciolri\temf
Gilfa eI
Porch,Patio,Cecll:.
F're S etc.
Fence Pool etc.
ToIIII' 8G1nt' 8ah
lC1\al' eotnll , s.a.
7: 5: 1.50
1664 .Ft.
Partial Ssmtl
Unfinished
Avera e
EBB/None
Tical
2Clnt G
PatlolDeck
1', 4: 2.00'
1680 s.Ft.
Crawl Space
Avera e
HotWtr/None
Tical
2 Car Gara e
Patto
None
None
95 688
3000
122 700
COMPARABLE NO.2
58 Subdivision Road
Newville
6.55 MI WSW
117000
'. i $
1 97.32 ~ .
AppDatalCourthse
COMPARABLE NO.3
421 Oak flat Road
Newville
6.87 MI S
119900
114900
1
1 63.99 ~
MLS/Courthouse Records
DESCRIPTION
None, Conv
oOM 66
09/28/2001
Suburban
FeeSlm Ie
-1500 1.03 Ac/Av
Residential
Ranch/Av
Av IBrickN'n
12Yra.
-S 000 Avera e
..,Ad
-1,000
o
s.ooo
ToIII'llotmI' Ilollhl
6: 3: 2.00'
1 232 S .R.
Full Bsmtl
Small Bedroom
Avera e
EBBlNone
Tical
2 Car Gara e
PorchlPatlo!
er18ez8W
None
.,~
DESCRIPTION
None, FHA
OeM 49
08120/2001
Suburban
Fee Slm Ie
.99Ac1Av
Residential
Ranch/Av
Av Alum
23 Yrs
Avera e
~1 000
-1500
2,000
..,
-1500
~2 000
.1,000
6480
-2,000
T'*I'~'
6: 4:
1366
Full Samtl
FamRmlSdrm
Aver e
EBB/None
Tical
2 Car Gara e
Large Deck
-1500
1,000
....
1.00'
.A.
1,000
4440
...3,000
.1500
~2,000
None
Hilt '. tota 940
---
olCo arable 115000 $ 116380 ' $ 115840
Comments on Sales Compari$OrI (inclutiil'lg the subjecl: propllJty's compatibilHy to the neighborhood, etc.): Indicated ran e of value Is 115 000 to
$116000. Excess acre e ad u.tments are made at $3 GOO/acre. Lack of suitable com arables within the sub ecb immediate
vlcinit re uired an ex anded search area. These are the best sales com arables known to be available. *A e and condition
ad'ustments combined under condition.
ITEM SUBJECT COMPARABLE NO. 1 COMPARABLE NO. 2 COMPAAAaLE NO. :1
Oale, Prieund Data 02110/98
Souf'C:EIforpriorsales $1.00 None None None
Mhi'1 of Courthouse Courthouse Courthouse Courthouse
Analysis olany current agreelTllnl ofsale, option. or listing oflhe $l.lbjecl properly and analysis. of any prQ-lIillesaftubjedandoo~wilN'IOII'YM'o(thedat.ofapprais;t
No rlor sales within the ast twelve months.
INOICATED VALUE BY SAI.ESCOMPARlSON APPROACH.
INDlCATeoVALUESYINCOME.APPR.OACH EslimateclMarkelRent I lMo.xGross
This appraisal is made X 'ilsis' $U.b;ecttatM~~~lI'ctlfldiicmlistedbelow
CondiionsofApp'ai$al: The ro e has been a raised in current condition. This a
attached addendum.
Fmal Re<:oneiiration: Cost and Market Anal si. consistentl au orts the estimated market value. GRM anal ia was found
lna ro iate for this anal sis. Greatest wei ht is a lied to the Market Data Anal sls. Su rtin file Informa1:ion
substantiates these estimates.
T~epurposeoflhis ap~isaI..toettimitethemarket ~akle oftneteal property thai is lhe$\Ibjecl of this report, based on the abovecondilioM andt/1e~oonlFigert
and limting condHions, and market value definition thatih!ltatedi\tl\eal\athecI FreddieMacF<<mJj39"fannie Mae Fcrm 10048 (Revised 6/93 ).
I (WE) ESTIMATE THE MARKET VALUE, AS DEFINED, OF THERaJ..PROPERTY THAT IS ,.HE SUBJECT OFTHSREPORT,ASOF 05/1112002
(WHICH IS THE DATe OF INSPECT. iqN AND THE EFFECTIVE DATE OF THIS REPORT) ~ $ _11:~~",r.--- .
APPRA'S'~\ .G. ,A/ \...... SlIP' .Y~P~q/lLY~II!El>>'
S~\llle~_ . ~ulrdJ..t"'- Sl!lnalu~ -..;:::;. '7-7
NalM Stan A. Skowronek Name Steven W. Barrett, SRPA. SRA
Qate Report Signed 06/1212002. Ollte Re S' ned 06/12/2002
SlateCerlllCation' RL-001572-L S1mePA Still:eCertification' GA-000298-L Slale PA
Or State Ucensd State OrS\alewnse' RB-026921-A State PA
FreddldlacformlO C-9J e Ie eSI entia PAGE 20f 2 e I enera ppra ser F"",,"loIaeFormlro1 G.9:l
Appt'alse, fI'<>oiuood__~I_",,,_,tDD,I:U.lm__,,,,,",_",,__ C_I ~ ~ /~'?)
steven W. Barrett R.E. Appr. Svc. , ( t..r /1.,;-..-
..1
115000
I
PotI/I'ier NI
I!UbjedloCCllT"Pelionper~andspeckalions.
raisal is for client onl nontransferable. See
DOld OOOldN,'
If\spec\PI~Y
SKETCH/AREA TABLE ADDENDUM
Case No
Property Address 70 Lonesome Road
City Newville -~-
- SorrowerENYEART,Kathryn M. Estate"
,: Lender/ClieriiMOW&O,lvo V. Otto. IIIEsquir
'APp~aiser Name Stan A." Skowronek -
File No 02..0392
County Cumberland State PA'~-=----Z~, 17241 ~_~_~
lie Address Ten East High Street, Carlisle, PA 17013 ~
Appr Address 126 North Hanover Street, Carlisle, PA 170~ -- --l
- ---~----~---j
Kitchen I
____L
I ----vl\J
I I
Bedroom \ Bedroom
-' --- ---I
I
I
-- -~- -- ---~---~'~ale: ~
I" iLlVIN~~~8R~l(t)~~~~~
IF rst 2~~~~r x 3'~~-~~ 1798'O~l.O I
, 26.00 x 31.00 805.9997
~.oo x 30.00 60.0006
I
\
I
I
I
I
I
I
\
I
I
I
\
I I
: 3 Areas Total (rou~:<lLl
APEX SOFlWAFU:: BOO-ll5,8.9959 F-I (i6//2)
21.00'
Bedroom
Gom{. Patio',
-f\
</J'
.~'f
<:)"'.
.
.
Living Room
\f':'OOu U",cl<
30.00'
Comments:
.
:~=-, 'P",RE,A CAI.CUI.A, nONS SUMMARY ---J
~9 __ _ O&s<;riptiot1 __,size T()~al,
I Gt.Al First noor '------r"66COQ14 tt.664. 0014 I
PiP Wood De.ek. SS8. 0000
I Coner.te Patio 1.40.0000 728.tlOOO
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I
TOTAL LIVABLE (rounded)
I
I
~~4J
Bedroom
b
o
,;
'"
1664 I
~~-.J
Apx6100-wAi>eJ<1I
_____.. .~_. ....,~.. .._._r'................W"1
Borrower: ENYEART,Kathrvn M. Estate
Property Address: 70 Lonesome Road
City: Newville
Lender: MOW&O Iva V. Otto III Esftuire
Stat.:PA
F-I
File No.: 02~392
Case No.:
Zip: 17241
FRONT VIEW OF
SUBJECTPROFERTY
Appl'aised Date: May 17. 2002
REAR VIEW OF
SUBJECT PROPERTY
STREET SCENE
(c-/J2- )
~umr~~DLCrKVr~"ll~"UIUAUU~NUUM
Borrower: ENYEART. Kathryn M. Estate File No.: 02-0392
Property Address; 70 Lonesome Road Case No.:
City: Newville State: PA Zip: 17241
Lender: MDW&O Ivo v. Otto III Esl1'uire
f'"-f
(7/(2- )
COMPARABLE SALE #1
353 Crossroad School Road
Newville
Sale Date: 08131/2001
Sale Price: $ 117.000
COMPARABLE SALE #2
68 Subdivlsion Road
Newville
Sale Date: 09128/2001
Sale Price: $ 119.900
COMPARABLE SALE #3
427 Oak Flat Road
Newville
Sale Date: 0812012001
Sale Price: $ 114,900
LOCATION MAP
Borrower: ENYEART, Kathryn M. Estate
Property Address: 70 Lones.ome Road
City: Newville
Lender: MDW&Q Ivo V. Otto III Es uire
File No.: 02-0392
Case No.:
State: PA
Zip: 17241
Courtesy ot 8arrel1Rea! Estate a. Appraisal 117-243-65A6
124-126 NORTH HANOVER STREET, CARLISLE, PA 17013 717.243.6646 AND FAX 717-243-8627
F-I (&'/I2..)
RIe No 02.0392
********:11 QUALIFICATIONS *********
The following checked items are SPECIFIC SPECIAL CONDITIONS that were identified by this appraiser during the
inspection of the subject property, the com parables sale.. and their nelghborhoods and locations. Unless otherwise
noted, the conditions that apply to the subject property or the comparable sales used DO NOT AFFECT THE MARKET
VALUE OR THE FUTURE MARKETABILITY OF THE SUBJECT PROPERTY BEING APPRAISED. This is not a home
inspection service. This Is an appraisal to estimate market value.
_1. The subject is located in a rural area and Is less than 2S% built-up.
2. Commercial/Industrial uses are located within the subject's neighborhood. These uses are typical of similar
neIghborhoods.
_x_3. Vacant and undeveloped land uses are located within the subject's neighborhood, These uses are typical for
the area.
_x_ 4. The predominant value in the neighborhood Is less than that of the market value of the subject property. This
is dUe to the very wide range of value of properties In the area and superior quality of the subject property.
_5. Tho subject property is located In a F.E.M.A. IdenUfled Flood Zone. Flood Insurance coverage Is required and
suggosted.
_6. Dampness is noted in the basement of the subject. Standing or running water was not present on basemont
floor. This condition Is considered typical In dwellings of thIs style,
_x_7. The subject property is serviced by private well andlo' septic systems which is common for the area.
_x_So The subject Is older than flve(S} years. All mechanical systems including the heating, etectrleal and plumbing
systems appear upon a visual exterior inspection to be In wOl'king order. No warranties are Implied in this statement.
_9. Repair items were notod In tho comrnonts section of the report. Those comments on repair Items are for
descriptive purposes only and are not roqulred repairs. The Items listed are cosmetic in nature.
_10. The basement floor Is a dirt floor. This condition is common and typical for the area. and does not pose a
health or safety hazard.
_11. The subject property does contain functional obsolescence as noted In the report. This condiUon Is
considered typical and common for the area and this style dwelling.
_12, The land v.due exceeds 3Q% of total value due to the high demand for vacant land in this neighborhood. This
condition is considered common and typical for the neighborhood.
_13. The land villue exceeds 30% of total value. This Is due to the large size of the site. This condition is
considered to be typical and common.
_14. Indil{idual adjustments were required that exceed 15%. These adjustments were requil'8d due to lack of more
similar comparables on that Individual rating. All tomparables used are the best available.
_is. Total adjustments exceed 2S'/,. This 15 due to the lack of comparable sates that were more similar In the
subject's market area. All comparables used are tho best available.
_x_16, One or more comparable sales are older than six(6) months. Although thero ;Ire comparable properties In the
subject's area, none have sold rocently; therefore, sales in excess of six(6) months have to be used. All comparables
used ;Ire the best available.
_x_17. One or more com parables used were in excess of one (1) mile from the subject property. Although there are
comparablo properties In the immediate area, none have sold recently. Thereforo, It was necessary to use comparable
salas outside of tho immediate area. AU comparables used are located in similar neighborhoods and within the sarno
marketing area. All comparables used are the best avallablo.
_18. Tho electrical system was not connected during Inspection.
_19. The water sorvico was not connected during inspection.
_20. The heating system was shut down during inspection.
_21. Rooflng_Plumbing_Electrical_Heatlno_certlficatlon(s) islare suggested.
_22. Inground swimming pool_, out buildings_are included_,not included_according to lender's
guidelines.
_23. According to lender's gUido!lnes a maximum of_seres were considered for this valuation. Remaining
acreage was givon no value.
FI
(q;}z,j
Fllll No 02-0392
.-...... QUALIFICATIONS .........
_24. The subject property Is located on a private rGad.
_25. Wood Infestation Inspection is suggested.
_x_26. Last recorded deed transfer: Oate_02110/98_. Consideration: $_1.00
_27. Proposed constructlonfrenovation in accordance to plans and specifications to be completed in a workman-like
manner.
_28. Seller is paying part or all of closing costs.
_x_29. All comparablo sales are verified closed sales.
_x_3D. There are no special conditions or other requirements that would affect market value or future marketability In
the Appraisal Report.
CHECKED ITEMS ARE SPECIFIC SPECIAL CONDITIONS THAT WERE IDENTIFIED BY THIS APPRAISER DURING
INSPECTION.
F-/
uo!t2-)
FHe NJ. 02...0392
DEFINITION OF MARKET VAL.UE: The most probable price wllicl\ a property should bring in a competitive and open market
under all conditions requisite to a fair sale, Ihe buyer and seller, each actIng prudently, knowledgeably and assuming the price is nof
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
sellar to buyer under conditions whereby: (1) buyer and seifer are typically motivated; (2) both parties are well informed or well advised,
aod each acting in what he considers his own besl 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 comparable thereto; and (5) the jKice represents the normal
consideration for the property sold unaffected by special or creative financing or sales concessions. granted by anyone associated with the
sale.
.Adjustments to the com parables must be made for special or creative financlng or sales concessions. No adjustments are necessary for
Ihose costs which are normally paid by seUers as a res.ult of tradition or law in a market area; these costs. are readily identifiable since the
seller pays Ihese costs in virtually all sales transactions. Special or creative financing adjustments can be made to the comparable property
by comparisons to financing terms offered by a third party instJtutionallender that is not already involved in the properly or transaction. AIly
adjustment should not be calculated on a mechanical doUar for dollar cost of the financing or concession but the dollar amount of any
adjustment should approximate the market's reaction to the financing or concessions based on the Appraiser's judgment.
STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION
CONTINGENT AND L.IMITING CONDITIONS: The appraiser's certification that appears in the appraisal report is subjeclto the
folJowingconditions:
1. 1he appraiser will not be responsible for matters of a legal nature Ihat affect either the property balng appraised or the title to it. The
appraiser assumes that the title is good and markelable and, therefore, will not render any opinions aoout the title. The property)s appraised
on the basis 01 it bemg under responsible ownership.
2. The appraiser has provided a sketch In the appraisal report to show approximate dimensions of the improvements and the sk.etch is
included only to assist the reader of tile report in visuafizing the properly and understanding the appraiser's determination of its size.
3. The appraiser has examined the available floot! maps that are provided by the Federal Emergency Management Agency (or other data
sources) and has noted in the appraisal report whether tile subject site is located in an identified Special Flood Hazard Area. Because the
appraiser is nol a surveyor, he or she makes no guarantees, express Of implied, regaroillg this determination.
4. The appraiser wHl not give testimony or appear in court because he or she made an appraIsal of the property in question, unless spedfic
arrangements to do so have been made beforehand.
5. The appraiser has estimated the value of the land In the cosl approach at its highest and best use and the improvements at their
contributory value. These separate valuations of the land and improvements must not be used In conjunction with any other appraisal and
are invalid it they are so used.
6. The appraiser has noted in the appraisal report any adverse coooitions (such as, needed repairs, depreciation, the presence of hazardous
wastes, toxic substances, etc. ) observed during the inspection of the subject property or that he or she became aware of during the normal
research involved in performing the appraisal. Unless otherwise stated in the appraisal report, the appraiser has no knowledge of any hidden
or unapparent conditions of the properlY or adverse environmental conditions (including tl\e presence of hazardous wastes, toxic
substances, etc. ) that would make the properly more or less valuable, and has assumed that there are nO such conditions and makes no
guarantees or warranties, express or 'Implied, regarding the condition of the property. The appraiser will not be responsible fOf any such
conditions that do exist or for an'1 engineering or testing that might be required to discover whether such conditions eldst Because the
appraiser is not an expert in the field of environmental hazards, the appraisal report must not be considered as an environmental assessment
of the property.
7. The appraiser obtained the information, estimates, and opinions that were ex.pressed 1n the appraisal report from sources that he or she
considers to be reUable and believes them to be true and correct. Th~ appraiser does not assume responsibility for the accuracy of such
"!lems that were furnished by other parties,
B. The appraiser wl1l not disclose the contents of Ihe appraisal report except as provided for in the Uniform Standards of Professional
Appi"sisaIP1sc\ice.
9. The appraiser has based his or her appraIsal report and valuation conclusion for an appraisal that is subject to satisfactory completion,
repairs, or a/teratklns on tl\e assumption that completion at the improvements will be performed in a workmanlike manner.
10. The appraiser must provide his or her prior written consent before the lender/client specified in the appraisal report can distribute the
appraisal report (including conclusions about tne property value, the appraiser's identlty and professional designations, and references to
any professional appraisal organizations or the firm with which the appraiser is associated) 10 anyone other than the borrower; the
mortgagee or its successors and assigns; the mortgage insurer; consultants; pftlfessional appraisal organizations; any state or federally
approved financial institution; or any department, agency, or instrumentality of the United States or any state or the DIstrict of Columbia;
ex.cept that the lenderlcllenl may distribute the properly description section of the report only to data collection or reporting service(s)
without having to obtain the appraiser's prior written consenl. The appraiser's written consent and apprQlfa( must also be obtained before
the appraisal can be conveyed by anyone to the publlc through advertising, public reiations, news, sales, or other media.
Freddie Mac Form 439 6-93
(,page 1 of2
FI II/IZ-)
Fannie Mae Form 1004B 6-93
File No. 02~0392
APPRAISERS CERTIFICATION: The Appraiser certifies and agrees that:
1. Il\ave researched the subject market area and have selected a minimum of three. recenl sales of properties most sim~lar and proximate
to Ihe subject property for cOflsideration in the sales comparison analysis and have made a dollar adjustment when approprIate to reflect the
market reaction 10 those items of signiticant variation. If a significant item in a comparable property is superior to , or more favorab~e tl\an,
the subject properly, I have made a negati....e adjustment to reduce the adjusted sales price of the comparable and, if a significant item in a
comparable property is inferior to, or less fa....orable than the subject property, I have made a posItive adjustment to increase the adjusted
sales price of Ihe comparable.
2. I have taken into consideration the factors Ihat have an impact on value in my development of the estimate of market value in the
appraisal report. I have not knowingly withheld any significant information from the appraisal report and I beUeve, to the best of my
knowledge, that all statements and information ill the appraisal report are true and correct.
3. I stated in the appraisal report only my own personal, unblased, and professional analysis, opinions, and conclusions, which are subject
only to the contingent and limiting conditions specified in this form.
4. I have no pr~sent or prospective interest in the properly thai is Ihe subject to this report, and I have no present or prospective personal
interest or bias with. respect to the participants in the transaction. I did not base, either partJally or completely, my analysis and/or the
estimate of market value in the appraisal report on the race, color, religion, sex, handicap, tamilial status, or national origin of either the
prospective owners or occupants of the SUbject property or of the present owners or occupants of the properties in the vicinity of the
subject property.
5. I have no present or contemplated future inlerest in the subject property, and neither my current or future employment nor my
compensation for performing this appraisal is contingent on the appraised value of the property.
6. J was not required to report a predetermined value or direction in value that favors the cause of the client or any related party,
the amount of the value estimate, the attainment of a specific result, or the occurrence of a subsequent event in order to receive my
compensation and/or employment for performing the appraisal. I did not base the appraisal report on a requested minimum valuation, a
specifIC valuation, or the need to approve a specific mortgage loan.
7. I performed this appraisal in con1ormity with the Unllorm Standards of Professional Appraisal Practice that were adopted and
promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were in place as of the effective date of this appraisal,
with the exception of the departure provision of those. Standards, which does not apply. I acknowledge that an estimate of a reasonable
time for exposure in the open market is a condition in the definition of market value and the estimate 1 developed is consislent with the
marketing lime noled in the neighborhood section of this report. unless I have otherwise stated in tne reconciliation section.
8. I have personally inspected the interior and exterior areas of Ihe subject property and the exterior of all properties listed as comparables
in the appraisal report I further certify that I have noted any apparent or known adverse conditions in the subject improvements, on the
subject site, or on any site within the immediate lJicinity of the subject property of whlch I am aware and have made adjustments for these
adverse conditions in my analysis of the properly value to the extent that I had market evidence to supportlhem. I have also commented
aboullhe effect of the adverse conditions on the marketability of the subied property.
9. I personally prepared all conclusions and opinions about the real estate that were set forth in the appraisal report If \ relied on
significant professional assistance from any individual or Individuals 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 them in the reconciliation sedlon of this appraisal
report. I certify that any individual so named is qualified to perform the tasks. I have not authorized anyone 10 make a change to any item in
the report; therefore, if an unauthorized change is made to the appraisal report, I will take r\() responsibility for it
SUPERVISORY APPRAISER'S CERTIFICATION: If a supervisory appraiser signed the appraisal report, he or she certifies
and agrees that I direclly supervise 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 appraiser's certifications numbered 4 througl\ 7 above, anti am taking
full responsibUity for the appraIsal and the appraisal report.
ADDRESS OF PROPERTY APPRAISED: 70 Lonesome Road. Newville, PA 11241
APPRAISER:
5igoa'u,., ~ Q ~l()r"-"''(
Name: Stan A. Skowronek
Date Signed; 06/12/2002
State Cerllf~t\on #: RL-001572-L
or State License #:
State; PA
Expiration Date of Certification or license: June 30. 2003
SUPERVISORY APPRAISER (only if requiredj
5~n.t""~ c--J ~rI-
Name: Steven W. Barrett.SRPA. SRA
Date Signed: 06/12/2002
State Certification #: GA~000298-L
or State license II: RB-026921-A
State:PA
Expiration Date of CertiflC8tion or License: June 30. 2003
o Did 00 Oi<:l Not Inspect Property
Certified Residential Appraiser
Freddie Mac Form 439 6-93
Certified General Appraiser
Page2of2
F! (izkz-)
Fannle Mae Form 100486-93
VI Way RqiElt
LOOK FOR US. WEU GET YOU THERE.
JUL Y 23, 2002
Marston, Deardorff, Williams & Otto
A TTN: Corrine L Myers, Estates Administrator
10 East High Street
Carlisle Pa 17013
RE: Kathryn M Enyeart
Installment Loan #4551001619
Line of Credit # 1 0706066
Dear Ms Myers:
Per our phone conversation enclosed is a copy of the loan histories of both of the above
loans indicating the last transaction to the accounts and the outstanding principal
balances. The balances were the same on the DOD of Kathryn M Enyeart.
If you have any questions, please feel free to contact me at 909-2148 or l/800-554-4572,
press #1 then extension 2148.
Sincerely,
~
Phil Wilt
Sr. Loan Servicing Associate
enclosure
:5"6-1. ';I." _ ..J..'Ie""" /...;( {tl3)
P.O. Box 1711. HARRISBURG. PENNSYlVANIA 17105-1711
Toll Free I-B66-WAYPOINT (1-866-929-7646) . IN YORK AREA 717/815-4500 . www.waypointbank.com
.
'LNI002
WILTPM
Waypoint Bank
Transaction History Inquiry
7/23/02
16:35:41
Account Number 4551001619 000
Short Name ENYEART, KATHRYN M~
Effect Code De~c;i~!i~ Interest
o ""5711771JD7 ---zz ~ --rr.1"8"
o 5/03/2002 20 DISABILITY PA 87.84
o 4/12/2002 22 AUTO TRANSFER 130.40
o 3/12/2002 22 AUTO TRANSFER 118.52
o 2/12/2002 22 AUTO TRANSFER 160.46
o 1/14/2002 22 AUTO TRANSFER 226.22
o 11/13/2001 22 AUTO TRANSFER 136.69
o 10/12/2001 22 AUTO TRANSFER 128.85
o 9/12/2001 22 AUTO TRANSFER 138.15
o 8/11/2001 22 AUTO TRANSFER 130.22
o 7/12/2001 22 AUTO TRANSFER 130.93
o 6/12/2001 22 AUTO TRANSFER 135.98
o 5/12/2001 22 AUTO TRANSFER 132.28
o 4/12/2001 54 New Loan .00
Principal
~
141.13
95.82
107.70
65.76
.00
89.53
97.37
88.07
96.00
95.29
90.24
93.94
17,883.43
F3=Exit F4=Field Help FIO=Subset-Options F12=Previous
r - /<L- z- ('2-h)
Balance
1"b,t"40 . J ~
16,822.58
16,963.71
17,059.53
17,167.23
17,232.99
17,232.99
17 ,322.52
17,419.89
17,507.96
17,603.96
17,699.25
17,789.49
17,883.43
7/24/02
10:58:58
i
Short Name ENYEART, CARL L . f'o
,.. I." ,... I'" I.... I......... "1 II'" ," I..... "" 1.1 "1 I............. I'" .'.. ""
. Current Bal: 10,798.27 Last Stmt Date/Bal: 7/19/02 10,798.27
-
'RRS004FM
WILTPM
Waypoint Bank
RRS Account Inquiry
Account Number 107060600 *Notes*
.
. Eff Date TC Description
. "'ij'f7JTJTJ7. '2U
5/20/02 10 BILLING RECORD
5/31/02 20 REGULAR PAYMENT
6/20/02 10 BILLING RECORD
7/11/02 20 REGULAR PAYMENT
7/19/02 10 BILLING RECORD
Tran Amount S Principal Bal
13U.OU * la,~~l~
119.50 * 10,891.23
120.00 * 10,845.36
123.09 * 10,845.36
125.00 * 10,798.27
122.67 * 10,798.27
.
. F2=Fold/Unfold F3=Exit F7=Non-Monetary F9=Teller/Memo Activity
. F10=Search Opts F12=Previous
.., I "", It.. "" "" I" ", I. I.... I............ '" I..............................
.-L - If-:J.. (3/3)
JUL-18-2002 15:54
PA STATE EMPLOYEES CU
717 783 9251
P.02/02
PSE.
the financial link TM
July 1 g, 2002
Account # 0202580878
CORRINE L MYERS
C/O MARTSON DEARDORFF WILLIAMS & OTTO
TEN EAST HIGH ST
CARLISLE, PA 17013
Dear MS MYERS:
The following is the status ofKA THRYN M ENYEART', accoWlt with PSECU as of the date of death.
Joint Owner's Name
Date Established
Date of Death
Date of Birth
NONE
12.01.2001
05.17 .2002
01.06.1964
Share(s)
Regular Shares (S I)
Balance
$5.05
Accrued Dividend
$0.00
The dividend earned from January I, 2002 through the date of death was $0.05. We do not have safe
deposit boxes for our members.
The following is the status of BRANDI 1 ENYEART's 0174641065/L11 account with PSECU as of May
12, 2002. The decedent was comaker on this loan.
L11-1993 CHEVROLET ASTRO Balan..e - $6,188.80 Ac<:rued Interest - $5.08
Original Loan Date 11.26.2001
If YOn have any questions, please call 234-8484 in Harrisburg or our toll-free number, (800) 237-7328. At
the menu prompt, enter 6 and then extension 2227.
Sincerely,
~
Member Service Representative
Finance Support Unit
PENNSYLVANIA STAT" EMPLOYEES CREDIT UNION
Main Add($$s~ 1 Credit Union PI~ce. Hsrri5blJr!J, PA 17110-2990 . (717) 234-8484 . (800) 237-7328
Mailing Addres,; P.O. Box 67013. Harri!iburg, PA 111oa~7013 . (717) 777~2100 (TOO)' (800) 412-1961 {TOO)
We~ Addtl!)ss: www.P$ocU.com
Savings f~.r.lly In.uted UP to $'00,000 by thlill National e'Mlt UnIQt'. Ml'l\\r\laU"lol'I.
SCfJ.,. ''.I'', r~ -3
(1!3)
TOTAL P. 02
1QANUNB.
ADVANCE PROCEEDS VOUCHER
AND SECURITY AGREEMENT
PSECIIlJa
the financiallinkTM
Pennsylvania Slale
Employees Credit Union
P. O. Box 67013
Harrisb4rg, PA 17106-7013
(717) 234-8484
(800) 237-7328
BRANDI I SHULL
KATHRYN ENYEART
23 BEECHER DR
CARLISLE, PA 17013-7907
PURPOSE:
Dealer Purchase
TRANSACTION
TYPE
1.0 NEW lOAN
O OPEN.END
2. LOAN ADVANCE
O OTHER
3. (DESCRIBE)
O HOME
4. EQUITY AWANCE
DISBURSEMENT BREAKDOWN AND REPAYMENT SCHEDULE
YOU HAVE PREVIOUSLY ELECTED TO HAVE THIS ADVANCE
INSURED WITH THE FOJ..lOWNG COIIERAGE
DA'lY PE.'ODIC RATE ANNUAL PER.
(CHANGE'N TERMS ONLy) CENTAGE RATE
.020521 7.490 %
CREDIT DISABILITY ""*
YEsD NOjJ
INTEREST RATE IS AMOUNT REQUESTED
+ OTHER CHARGES
SINGlE CREDIT UFhx
YEsD NOW.
PREVIOUS BAlANce
JOINT CREDIT lIFE,.,K
YEsD NOW.
NEW BAlANCE
0.00
6,972.95
. ..
IF THIS IS A HOME eauITY ADVANCE, THE ONLY SECURITY FOR THIS ArNANCE IS THE REAl PROPERTY (IN MOST CASES YOUR HOME) VVHICH YOU GAVE AS SECURlTY'M'iEN mUR ACCOUNT
'NAS ESTABLISHED.
IF THIS IS NOT A HOME EaUITY ADVANCE. IN ADDlTKlN TO THE PLEDGE OF SHARES IN YOUR lOANLlNER- CREDIT AGREEMENT, THE FOLLQlMNG PROPERTY SECURES THIS ADlANCE.
,. CHEVROLET
ASTRO MPV
'"
2.
3.
4. OTHER
'tOU PLEDGE SHARES ANDIOR DEPOSITS OF $
IN ACCOUNT NUMBER
OLD ACCOUNTILOAN NUMBER A) PAYOFF (pRINe, + INT. OLD ACCOUNTILOAN NUMBER B PAYOFF PRINC. "" INT. OLD ACCOUNTIlOAN NUMBER C PA'Y'OFF RINC. + INT.
OLD ACCOUNTIlOAN NUMBER (D) PAYOFF PFUNC. + INT. OlD ACCOUNTIlDAN NUMBER (E PAYOFF (PRINC. + INT. ,OLD ACCOUNTILOAN NUMBER PAYOFF PRINe. + INT.
By accepting the proceeds Of by using the funds advanced and deposited into your Share/share draft account, you agree (1) that the property referenced above
will secure the advance and any other advances you have now or receive in the future under the lOANUNER- Credit and Security Agreement (the Plan) and
any other amounts you owe us for any reason now or in the Mure in accordance with the terms of the Plan and (2) to make payments as disclosed above in
accordance with the terms 01 the Plan.
OCUNA MUTUAL GflOUp' 1980. B2. B~, 116, B9, 9B, 99, 2000, 2001, All RIGHTS RESERVED PSECU FORM 13175 JVXX010D-1 037-2092-1 (410'
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No.8697635
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AMERICAN
I GENERAL
IFINANCIAL GROUP
Merit life Insurance Co.
601 N.W. Second Street
P.O. Box 39
Evansville, IN 47701-0039
Phone 800-325-2147 Fax 800-350-9582
June
4, 2002
Carl Enyeart
70 Lonesome Rd
Newville PA
17241
RE:
Insured:
Account No.:
Claim No.:
Date of loss:
Type of Coverage:
Kathryn M. Enyeart
0013495488
C02176347
05/17/02
Credit Life
Dear Carl Enyeart:
We offer our sympathy on the death of Kathryn M. Enyeart.
Payment was made as follows:
Amount applied to account:
Remaining benefit due:
739.02
235.98
A check in the amount of $235.98 is enclosed. This payment
represents your portion of the remaining benefit after
the account was paid in full.
If YDU have any questions, please cDntact me at the above address
Dr at 1-800-325-2147 ext. 3293.
Sincerely,
Lynn A. Mc Callister
Claims Department
cc: Amer Gen Finance B380-101
EnclDsure
:Self_ ''X^.-l.~ 4
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
DENLINGER MARK A
TEN EAST HIGH STREET
CARLISLE, PA 17013
_n_nn fold
ESTATE INFORMATION: SSN: 202-58-0878
FILE NUMBER: 2102-0521
DECEDENT NAME: ENYEART KATHRYN M
DATE OF PAYMENT: 08/14/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 05/17/2002
NO. CD 001527
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $2,577 .92
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: MARK A DENLINGER ESQUIRE
CHECK# 0094
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$2,577 .92
MARY C. LEWIS
REGISTER OF WILLS
/? -6? -.:2./
\,
BUREAU OF INOIVIOUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-30-2002
ENYEART
05-17-2002
21 02-0521
CUMBERLAND
101
MARK A DENLINGER
MARTSDN ETAL
10 E HIGH ST
CARLISLE
ESQ
PA 17~13
Allount Rellitted
*'
REV-15~7 EX AFP (01-02)
KATHRYN
M
CHANGED
III
121
131
141
151
161
(7)
.00
.00
.00
.00
7.229.20
57.500.00
.00
181
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=E;W-ix--AFj>--("oFo2'--iioi'"Ici--oYiiiHiRlfANcri'"Ain("PPRAIsiifEii;::--Aii-owAifce:-ilFi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ENYEART KATHRYN M FILE NO. 21 02-0521 ACN 101 DATE 09-30-2002
TAX RETURN WAS: I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate {Schedule AJ
2. Stocks and Bonds (Schedule B)
3. Closely Held stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule DJ
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule f)
7. Transfers (Schedule GJ
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad... Costs/Hisc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Toial Deduciions
12. Nei Value of Tax Return
13. Chariiable/Governmenial Bequests; Non-elected 9113 Trusis (Schedule J)
14. Nei Value of Esiaie Subjeci to Tax
191
1101
12,982.98
NOTE: To insure proper
credit io your accouni,
submit ihe upper poriion
of ihis form with your
iax pay.eni.
64,729.20
47. II ~ 49
22,613.71
.00
22,613.71
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. Amouni of Line 14 ai Spousal rate (15)
16. Amount of Line 14 taxable ai Lineal/Class A rate (16)
17. Amount of Line 14 ai Sibling rate (17)
18. Amount of Line 14 taxable ai Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
.00 X 045 = .00
22,613.71 X 12 = 2,713.65
.00 X 15 = .00
1191= 2,713.65
29.132.51
Ill)
1121
1131
1141
'+J AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
08-14-2002 CDOO1527 135.68 2,577.92
TOTAL TAX CREDIT 2,713.60
BALANCE OF TAX DUE .05
INTEREST AND PEN. .00
TOTAL DUE .05
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
(iv
v~
REGISTER OF WILLS OF CUMBERLAND COUNTY
STATUS REPORT UNDER RULE 6.12
(For Resident Decedents Dying After July 1, 1992)
Name of Decedent:
KATHRYN MARIE ENYEART
Date of Death:
May 17,2002
0;;1..
21-of-521
FileNo.:
Social Security No. :
202-58-0878
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:
I. State whether administration of the estate is complete:
Yes X No
2. If 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 thefollowing:
a. Did the personal representative file a final account with the Court?
Yes No X
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?
Yes X No
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts
may be filed with the Clerk of the Orphans' Court and may be attached to this report.
Date: June 16,2003 Signature:
Name:
.OIJ.'iY.!fdress:
>.,.,':-)
Cn,QCf2:JL
Z!7: Otb 9l ~!nr> EO.
Carl C. Risch, Esquire
MARTS ON DEARDORFF WILLIAMS & OTTO
Ten East High Street
Carlisle, PA 17013
(717) 243-3341
Counsel for personal representative
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