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HomeMy WebLinkAbout09-09-14 (2) � 1505610105 J REV-1500 EX�oz_��,�FI>T� PA Department of Revenue pennsylvania OFFICIAL USE ONLY Bureau of Individual Taxes �`�"�'"`�` County Code Year File Number PO eoXz8o6o1 � INHERITANCE TAX RETURN Harrisburg,PA 1�i28-o6oi RESIDENT DECEDENT 21 14 00489 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 05/04/2014 07/15/1920 DecedenYs Last Name Suffix DecedenYs First Name MI McClain Margaret H (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW � 1.Original Return O 2.Supplemental Return O 3. Remainder Return(Date of Death Prior to 12-13-82) O 4.Limited Estate p 4a.Future Interest Compromise(date of O 5. Federal Estate Tax Return Required death after 12-12-82) O 6.Decedent Died Testate O 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) O 9.Litigation Proceeds Received O 10.Spousal Poverty Credit(Date of Death O 11. Election to Tax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INPORMATION SHOULD BE DIRECTED T0: • Name Daytime Telephone Numbei 4'� � .�y � Luther E. Milspaw, Jr. (717)23�3�1 � rn� � REGISTE FdRILLS U ONL� � � � �� � � � � .� First Line of Address ,„,- `�'� ", �y 130 State Street �"� '�, rrv'' � � F�> {' -�j � :� t:::� c.- � Second Line of Address . ,:,3 N �— P.O. Box 946 .� � o � City or Post Office State ZIP Code y DATE FILED� Harrisburg PA 17101 CorrespondenYs e-maii address: luthermilspaw@milspawlawfirm.com Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE J° N�. ° � z -� -za,y ADDR S , 1 L Dri , amp Hill, PA 17011; 317 ountain R ad Dillsburg, PA 17019 SI N U E F E AR O ER TH REPRESENTATIVE (� E ADDRESS 130 State Street, Harrisburg, P 17101 PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505610105 1505610105 J ' 15D5610205 � REV-1500 EX(FI) DecedenYs Social Security Number �ecedenes rvame: MaPgBret H. MCClalrl RECAPITULATION 1. Real Estate(Schedule A). . .... ....... .. . . ....... ......... . ........... 1. 90,000.00 2. Stocks and Bonds(Schedule B) .. .......... .. . .... ........... ..... .... 2. 0.00 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) ..... 3. 0.00 4. Mort a es and Notes Receivable Schedule D 4. 0.00 9 9 ( ). ... ..... . .... . .... . .... . .. 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E)... .... 5. 94,585.72 6. Jointly Owned Property(Schedule F) O Separate Billing Requested . ..... . 6. 0.00 7. Inter-Vivos Transfers&Miscellaneous Non-Probate PropeRy (Schedule G) O Separate Billing Requested...... .. 7. 57,701.46 8. Total Gross Assets total Lines 1 throu h 7 8. 242�287•1$ � 9 ). .... ................... .... . 9. Funeral Expenses and Administrative Costs(Schedule H)........ ..... . ..... 9. 25,845.03 10. Debts of Decedent, Mortgage Liabilities and Liens(Schedule I). .... . .... ..... 10. 1,795.31 11. Total Deductions(total Lines 9 and 10)... ... ... ..... ..... ........... ... 11. 27,640.34 12. Net Value of Estate(Line 8 minus Line 11) .... .......................... 12. 214,646.84 13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J) ....... ..... . ........... 13. 14. Net Value Sub'ect to Tax Line 12 minus Line 13 �4. 214,646.84 1 � ) .. ...... .... ...... ..... . TAX CALCULATION-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.0_ 15. 0.00 16. Amount of Line 14 taxable at lineal rate X.0 45 214,646.84 �g, 9,659.11 17. Amount of Line 14 taxable at sibling rate X.12 17. �.�� 18. Amount of Line 14 taxable at collateral rate X.15 �g, 0.00 19. TAX DUE .... .. .. . . . .. . . . . . . . . .. . .. . ............ . ..... ............ 19. 9,659.11 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 L 1505610205 1505610205 � �REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME Margaret H. McClain STREET ADDRESS 1800 Letchworth Drive CITY STATE ZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 9,659.11 2. CreditslPayments A.Prior Payments B.Discount Total Credits(A+g) (2) 0.00 3. Interest (3) 0.00 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2,Line 20 to request a refund. (4) 0.00 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 9,659.11 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.......................................................................................... ❑ � b. retain the right to designate who shall use the property transferred or its income ............................................ ❑ � c. retain a reversionary interest .............................................................................................................................. ❑ � d. receive the promise for life of either payments,benefits or care?...................................................................... ❑ � 2. If death occurred after Dec. 12,1982,did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................................. ❑ � 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death?.............. ❑ � 4. Did decedent own an individual retirement account,annuity or other non-probate property,which containsa beneficiary designation? ........................................................................................................................ � ❑ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994,and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)].The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S. §9116(a)(1.3)].A sibling is defined, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. c COMMONWEALTH OF PENNSYLVANIA SHORT CERTIFICATE COUNTY OF CUMBERLAND , i� � � I, L lSA M. GRA YSON, ESQ. Register for the Probate of Wills and Granting Letters of Administration in and for CUMBERLAND County, do hereby certify that on the 2nd day of July, Two Thousand and Fourteen, Letters TESTAMENTARY in common form were granted by the Register of said County, on the estate of MARGARET H MCCLA/N , late of LOWER ALLEN TOWNSH/P (First,Middle,LasU a/k/a MARGARET HENRIETTA MCCLAIN in said county, deceased, to PATRICK M MCCLAIN and (fi�st,Middle,Last! MICHELE MCCLAIN WHAPELES (Fiist,Midd/e,Last! and that same has not since been revoked. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the sea.Z of sai d offi ce a t CARLISLE, PENNSYLVANIA, thi s 2nd day of July Two Thousand and Fourteen. Fi1e No. 2014- 00489 PA Fi 1 e No. 21- 14- 0489 Da te of Dea th 5/04/2014 ' S. S. # � Re ter ����Q Q���l�t�i(�U�J��� Dep y NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL � , • I do hereby certify the foregoing to be ? ---_--_ `-''� a true and correct copy of the original. NOTARIAI SEAL r,aRa�swa�Tz , Notary Public � HAHRISBURG CITI;QAUPHIN COUNTV Notary: ''i ' '? ' My Commission Expires Oct 11, 2016 LAST WILL AND TESTAMENT �:,> �;; �. of � -:- " -._ "=, .-' r_ . :± ^r' �� �� �;7 C'��-� ��l.� _'"� 1VIARGARET H. McCLAIN - - � �� r` ;: " _, , ;-.. , . - '.>> . • ����i . r�) i�.,+ ..�7 '• n . .. �_�) I, MARGARET H. McCI,AIN, of 1800 Letchworth Drive, Camp Hill, Cu�i�ie'rl�and ,,.~.�',3 � t �-} - _�� �-� • __� F-_.• �:> Count and Commonwealth of Penns lvania and bein of sound and dis osin inind mer� r `� r'•� Y, Y , g p �� � �� y �� ��� °;� and understanding, do malce, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all foriner wills and codicils by me at any time heretofore made,including specifically that will dated March 5, 1991. ITEM I: I direct that the expenses of my blirial and all my just debts be paid as soon after my death as may be convenient to my Co-Executors hereinafter named. ITEM II: I give, devise and bequeath all of my property and estate at the time of my death or to which I may be entitled, whether real or personal, of whatsoever nature and kind, and wheresoever situate, including any and all property as to which I may have the power of appointment, absolutely and without restriction to my children, PATRICK M. McCLAIN, now oi formerly of 1800 Letchworth Drive, Camp Hill, PA 17011; and MICHELE McCLAIN WHAPELES, now or formerly of 317 Mountain Road, Dillsburg, PA 17019, in equal shares,peN sti�pes. � ITElVI III: I hereby nominate, constitute and appoint PATRICK M. McCLAIN and MICHELE McCLAIN WHAPELES,to be the Co-Executors of my Estate. If either of my named Co-Executors does not survive me, or is unable or unwilling to serve for any reason,the other may serve alone. ITEll�I�: I give to my Fiduciaries the following powers in addition to those granted by law, which are to be construed in the broadest manner consistent with their duties as fiduciaries. � a. To retain any or all of the assets of my estate,real or personal, , without regard to any principle of diversification or risk. b. To invest in all forms of properiy, including stocks, common trust funds and mortgage investment funds, as they deem proper without regard to any principle of diversification or risk. c. To sell at public or private sale, to exchange or to lease, for any period of time, any real or personal property and to give options for sale, exchanges or leases,for such prices and upon such terms or conditions as they deem proper. d. To allocate receipts and expenses to principal or income or partly to each as they from time to time think proper. e. To borrow money from any person or institution, and to mortgage or pledge any or all real or personal property as my Executors or Trustees, in their sole discretion shall choose, without regard for the dispositive provisions of this instrument. - 2 - f. To register securities in street name or in the name of a nominee or in such manner that title shall pass by delivery and to vote, in person or by proxy, securities held hereunder and in such connection to delegate discretionary powers. g. To compromise any claim or controversy. h. To choose the optional valuation date for federal estate tax purposes. i. To exercise any law-given option to treat administrative expenses either as income or as estate tax deductions,without regard to whether the expenses were paid from principal or income. j. To exercise any law-given option to pay death taxes in installments, the payment of interest due on such installments to be a charge against principal. k. To make distribution in cash or in kind, or partly in cash and in kind, and in such manner as they rnay determine, and at valuation �nally to be fixed by them. �TEli�i V: All federal, state and other death taxes payable on the property forming my gross estate for those purposes, whether or not it passes under this Will, shall be paid out of the principal of my probatv estate just as if they were my debts, and none of those taxes shall be charged against any beneficiary. This provision shall not apply to any property over which I have a general power of appointment for federal estate tax purposes. - 3 - � ITEM VI: To the extent that such requirements can be legally waived,I direct that my Co-Executors shall not be required to post bond or give any security in connection with their duties hereunder,whether in the Commonwealth of Pennsylvania or any other jurisdiction. IN WITNESS WHEREOF, I,MARGARET H. McCLAIN,have hereunto set my hand and seal to this,my Last Will and Testament which consists of six(6)typewritten pages, including the Self-Proving Affidavit, this 1S`day of February 2012. F. �� �"�; �- ��` ,��1 i� �� �'�J�'��C.� '' ,� �'�,'_�.�' �.., .�...� � Margar�t H.McClain - 4 - . Signed, sealed,published and declared by the above-named, Margaret H. McClain, as her Last Will and Testament in the presence of us,who at her request, in her presence and in the presence of each other have hereunto subscribed our names as witnesses. �� r i y�r � j':� �f � ' � � �+ r�, �„ E �=-- ��,�'; ' i `� �� of � �t `� �,����,���,�� �-4��I •,.r`= i i��� .� 1 .i` � ,+r7 . . WITNESS y ��r� i �t'N�►��-�.�����,�f� ���� ��-�� � � � � ��.--�- � �— of �-�� ���.��y� WITNESS �� ei'�✓�°�l/'�,��j �����"�'� - 5 - . � SELF-PROVING AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA . : ss: COUNTY OF DAUPHIN : � - We,Margaret H. McClain,Luther E. Milspaw, Jr., and Anne Marie Beshore,the Testatrix and witnesses, respectively,whose names are signed to the attached and foregoing instrument,being duly qualified according to law, do hereby declare to the undersigned authority that the Testatrix signed and executed the attached instrument as her Last Will and Testament and that she signed it willingly, and that she executed it as her free and voluntary act for the purposes expressed therein, and that each of the witnesses, in the presence and hearing of the Testatrix,signed the Will as witnesses, and that to the best of our knowledge the Testatrix was at the time eighteen (18)years of age or older, of sound mind, and under no constraint or undue influence. "��'j/ . � - � / -.�Y� ''%� � > ����,%Yr-�t,����c��,�':.-f�� _i��J,. r f `�" l�u�rc:F��--�''`` r; Margaret H. McClain �, � �;� /i � �_. � .� �t . � `�. G��� ;, � ��� , /1 1,t9l: ����,•;, k. � t . . Wit . S `.J � f i G�-�-�e�-e'�/L�--�-� �' �`'—`�" Witness Subscribed, sworn to and acknowledged before me by Margaret H. McClain, Testatrix, and subscribed and sworn to before me by Luther E. Milspaw, Jr., and Anne Marie Beshore, witnesses, this ls`day of February 2012. �� 1 NOTARIAL SEAL • '� ' TARA L.SWARTZ I �` 1 '' �/ h Notary Pubiic � ��'`.+�'� ^ f. �_� �;�._.?C;�:'t'.:�/`1;,.� HARRISBURG CITY,DAUPHIN COUNTY Not'ry Public �� My Commission Expires Oct t1,2012 � ___J.- REV-1502 EX+(11-08) `` �� pennsylvania SCHEDULE A 4� DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF FILE NUMBER Margaret H. McClain 21-14-0489 All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule P. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1� Single-family dwelling unit located at 1800 Letchworth Drive,Camp Hill, PA 17011;Decedent 90,000.00 acquired title to the premises by virtue of her marriage to John R. McClain. TOTAL(Also enter on Line 1, Recapitulation.) $ 90,000.00 If more space is needed,insert additional sheets of the same size. , Kurt Eby Real Estate Appraisals File No. Case No. ' Residential A raisal Re ort The u se of this a raisal re rt is to rovide the client with an accurate and ad uatel su rted o inion of the market value of the sub' t ro Pro Address 1800 Letchworth Ddve Cit Cam HIII State PA Zi Code 17011 Owner McClaln Ma aret Estate Intended User PatMcClaln Count Cumberland L al Descri tion See Plat Ma Attached AssessorsParcel# 13-23-0547-213 TaxYear 2014 R.E.Taxes 1861.47 Nei hborhood Name HI hland Estates and HI hland Park Ma Reference Mevo 2848-D4 Census Tract 0110.02 Occu ant X Owner Tenant Vacant S cialAssessments n a PUD HOA n a r ear rmonth " Pro R Ri hts A raised X Fee Sim le Leasehold Other describe Intended Use EsUmate the Most Probable Sellin Price for settlement of the estate Client Pat McClain Address 1800 Letchworth Ddve Cam Hill PA 17011 Is the sub'eci ro rt currentl offered for saie or has it been offered for sale in the tweive months rior to the effective date of this a raisal? Yes X No R rt data source s used offerin s rice s and date s. i did did not analyze the contract for sale for the subject purchase transaction.Explain the results of the analysis of the contract for sale or why the analysis was not rformed. This is not a sale Vansaction � Contract Price Date of Contract Is the ro R seller the owner of ublic record? Yes No Data Source s Is there any financial assistance(loan charges,sale concessions,gift or downpayment assistance,etc.)to be paid by any party on behalf of the purchaser? Yes No • If Yes re rt the total dollar artwunt and describe the items to be aid. Note:Race and the racial com ositlon of the net hborhood are n�a raisal factors. Location Urban X Suburban Rural Pro rt Vaiues Increasin X Stabie Declinin PRICE AGE One-Unit 97 ^/, ' Built-U X Over�5% 25-75°� Under25% Demand/Su I Short X InBalance OverSu I 000 rs 2-4Unit 0 % . Growth Ra id X Stable Slow Marketin Time X Under3mlhs 3-6 mths Oversmms 85 Low 40 Multi-Famil 2 % Nei hborhood Boundaries I considerihe nei borhood to encom ass the residenUal develo ments known as"Hf hland 180 Hi h 75 Commercial 0 % • Estates and HI land Pa�c."The extremitles of the market value ran e&a e were omltted from the nei hborhood anal is. 130 Pred. 55 Other 1 °h �� Nei hborhood Descri tion fie nei hborhood Is Iocated a roxtmatel 1.5 mlles southeast of the center s uare In Cam HIII. Most amenlUes are located w(ffiIn eltherwalkln distance or a shortcommute from this nel borhood. The nei borhood offers ical suburban Ilvin with leasant residerWal News.The other land use in the nei hborhood is a house of worshi . Market Conditions includin su rt for the above conclusions Accordin to the Home Price Inde af Freddie Mac the Metro olitan StaUsUcal Area of Hartisbur-Carlisle had 1.27 ercent de rectaUon from A rll 1 of 2013 throu March 31 of 2014.More recent staUsUcs have not been ubllshed. Dimensions 60'x 115.65'x 58.86'x 7'x 88.36' Area 0.14 acres Sha e Irre lar View ResidenUal S ificZonin Gassification R-1 Zonin Descri tion Residentlal Zonin Com liance X L al Le al Nonconfortnin Grandfathered Use No Zonin III al describe Is the hi hest and best use of sub'ect ro rt as im roved or as ro osed r lans and s ifications the resent use? X Yes No tf No describe. Utllitles Public Other describe Public Other describe Off-site Im rovements—T e Public Private Electrici X Water X Street As halt X Gas X Sanita Sewer X Alle None FEMA S ial Flood Hazard Area Yes X No FEMA Flood Zone X FEMA Ma # 42041CO281E FEMA Ma Date 3 16 2009 Are the utilities andloroff-site im rovements t icai for the market area7 X Yes No If No describe. Are there an adverse site conditions or extemal factors easements encroachments environmental conditions land uses etc.? Yes X No If Yes describe. The site is malntained in a lawn and has mature shrubbe .The sha e of the sRe fs a ical and there is a small rear ard. ..� Units X One One with Accesso Unit X Concrete Slab Crawl S ace Foundation Walis Mason -Avera e Floors C t Laminate-Av. #of Stories 1 Full Basement Partial euement Exterior Walis Vin 1&P.SWne-Avera e Walls Plaster-Avera e T X Det. Att. S-Det.lEnd Unit BasementArea 0 s .ft. Roof Surface Com osite Shin e-Av . TrimlFinish Wood-Avera e X Existin Pro sed UnderConst. BasementFinish % Gutters&Downs uts Aluminum-Avera e BathFloor Vin -Avera e Des' n St le Ranch OutsideEnt IExit Sum Pum WindowT WoodDoubie-Hun -Av . BathWainscot CeramicTile-Av . Year Buiit 1950 Evidenceof Infestation StormSash/Insulated Thertna ane-Avera e Car Sto e None Effective A rs 35 Dam ness Settlement Screens Yes-Avera e X Drivewa #of Cars 2 Attic None Heatin FWA HWB X Radiant Amenities Woodstove s # Drivewa Surface As haR-Avera e X Dro Stair Stairs Other Fuel Gas Fire iace s# Fence Gara e 2F oi Cars 0 Floor Scuttle Coolin X CentralAirConditionin PauaDeck 2 Porch Cov&Encl Ca ort #ofCars 0 Finished Heated Individual Other Pool Other Atl. Det. Built-in A liances Refri rator X Ran e/Oven Dishwasher Dis sal X Microwav WasherlD er Other describe Finished area above rade contains: 6 Rooms 3 Bedrooms 1.00 Bath s 1015 S uare Feet of Gross Livin Area Above Grade � Additional features s ial ene efficient items etc. None Describe the condition of the ro includin needed re airs deterioration renovations remodeiin etc.. The interlor a ears to be ori Inal to the house exce t forthe van sink and the tollet.The Intedor Is In avera e condiUon,afthou dated. Are there an h sic�deficiencies or adverse conditions ihat affect the livabilit soundness or structurai int rit of the ro ? Yes X No If Yes describe Does lhe ro rt nerall confam to the nei hborhood funclional utili s le condition use construction etc.? X Yes No if No describe NL-Residentia1512007 This form may be reproduced unmod�ed wilhout written pertnission,however,Bradford Technologies,Inc.must be acknowledged and credited. Produced by ClickFORMS Software 800-622-8727 Page 1 of 19 , Kurt Eby Real Estate Appralsals File No. Case No. ' Residential A raisal Re ort There are 0 com arable ro erties currentl offered ior sale in the sub'ct nei hborhood ran in in rice from 70 000 to 100 000 There are 7 com arable sales in the sub'ct nei hborhood within the ast twelve months ran in in sale rice from 75 500 to 100 000 FEATURE SUBJECT COMPARABLE SALE#1 COMPARABLE SALE#2 COMPARABLE SALE#3 Address 1800 Letchworth Ddve 1819 Letchworth Drive 1932 Chatham Drlve 1804 Letchworth Drfve Cam Hill PA 17011 Cam Hill PA 17011 Cam HIII PA 17011 Cam Hill PA 17011 Proximit to Sub'ect 0.10 miles S 0.21 miles W 0.02 mlles S Sale Price 86 005 100 000 $ 85 000 Sale PricelGross Liv.Area 0.00 s .ft. 84.73 s .ft. 98.52 s .ft. 62.82 s .ft. Data Source s CenVal Penn MLS Central Penn MLS CenVal Penn MLS Verification Source s Cumbedand Coun TaxAssessment Cumbedand Coun TaxAssessmeM Cumbedand Coun TaxAssessment VALUEADJUSTMENTS DESCRIPTION DESCRIPTION - Ad'ustment DESCRIPTION - Ad'ustment DESCRIPTION - Ad'ustment Sale or Financin Cash FHA Cash Concessions No Concesslons Sales Concesslons -5 00 No Concesslons Date of Sale/Time 12 18 2013 12 23 2013 11 15 2013 Location Suburban Av Suburban Av Suburban Av Suburban Av Leasehold/Fee Sim le Fee Sim le Fee Slm le Fee Sim le Fee Slm le Site 0.14 acres 0.18 acres -100 0.23 acres -2 00 0.21 acres -2 00 View ResldenUal Residentlal ResidenUal ResldeMlal Desi n St le Ranch Ranch Ranch 1.5 Sto Quali of Construction Av Fram&P.Stone Av Frame Av Frame Av Blk&P.Stone ActualA e 64 61 rs 65 rs 64 rs Condition Avera e Good Avera e Infe�lor +5 00 Above Grade 7otal Bdrms Baths Total Bdrms Baths Total Bdrtns Baths Total Bdrms Baths Room Count 6 3 1.00 5 3 1.00 6 3 1.00 6 3 1.00 Gross Livin Area 1015 s .ft 1015 s .ft. 1015 s .ft. 1,353 s .ft. -5 07 Basement&Finished 0 sf 0 sf 0 sf 0 sf Rooms Below Grade Functional Utili Avera e Avera e Avera e Avera e Heatin Coolin Gas HWRad CenVal Gas FWA None +p p0 Gas HWRad None +2 00 EBB None +2 00 ' Ene Efficient Items StandaM Standarcl Standard Standard ' Gar /Ca tt 2 Off SVeet S aces Ca ort -150 Off-SVeet P +50 2 Car Detached 3 50 � PorChlPatiolDeck Encl&Cov'd Porches Cov Porch +50 Cov Pch&Cov Patlo Cov Parch +50 U date Kitchen -2 00 • Net Ad'ustment otal + X - $ -2 000 + X - -4 500 X -3 070 Adjusted Sale Price Net Adj:-2% Net Adj:-5% Net Adj:-4% of Com arables Gross Ad':8% 84 005 Gross Ad':10% 95 500 Gross Ad':21% 81930 - I X did did not research the sale or transfer histo of the sub'ect ro and com arable sales.If not ex lain M research did X did not reveal an rior sales or transfers of the sub'ect ro rt for the three ears riw to the effective date of this a raisal. Datasources CumbedandCoun 7axAssessmentDatabase research did X did not reveal an rior sales or transfers of the com arable sales for the ear dor to the date of sale of the com arable sale. Datasource s Cumberland Coun Ta�cAssessment Database Re rt the results of the research and anal sis of the rior sale or transfer histo of the sub'ect ro rt and com arable sales re rt additional rior sales on e 3. ITEM SUBJECT COMPARABLESALE#1 COMPARABLESALE#2 COMPARABLESALE#3 DateofPriorSalelfransfer 6 13 1969 3 30 1999 5 02 1983 8 23 1976 Price of Prior Sale/Transfer S i S86 000 557 500 y28 000 DataSour�es Deed Coun TaxAssessment Coun TaxAssessment Coun TaxAssessment Effective Date of Data Source s 07 19 2014 07 19 2014 07 19 2014 07 19 2014 Anal sis of rior sale or transfer histo of the sub'ect ro ert and com arable sales n a Summary of Sales Comparison Approach All com arables are located wiffiin the same IlUcal subdivision as the sub ect ro e .Com arables 1 and 2 are most slmllarto ffie sub ect ro e and I have wei ted m o fnion of value In favorof these two sales. Indicated Value b Sales Com arison A roach 90 000 Indicated Value b .Sales Com arison roach 90 000 Cost roach if develo ed n a Income roach if develo ed n a I have favored ffie Sales Com adson Ana sis onl in esUmaUn the most robable sellin rfce of the sub ect ro e as R is the most reliable method in esUmaUn the market � value. ' This appraisal is made X "as is," subject to completion per plans and specifications on the basis of a hypothetical condition that the improvements have been completed,Q subject to the following repairs or alterations on the basis of a hypothetical conditbn that the repairs or alterations have been completed,or Q subjecttothe � foliowin re uired ins ction based on the extraordina assum tion that the condition or deficienc does not re uire alteration or re air: Based on a complete visual inspection of the interior and exterior areas of the subjed property,defined scope of work,statement of assumptlons and limitlng conditlons,and appraiser's certification,my(our)opinion of the market value,as defined,of the real property that fs the subject of this report is 90 000 as of 5 04 2014 NL-Residentia1512007 This fortn may be reproduced unmodified without written permission,however,Bradforci Technologies,Inc.must be acknowledged and credited. Produced by ClickFORMS Software 800-622-8727 Page 2 of 19 . Kurt Eby Real Estate Appraisals File No. , Case No. Residential A raisal Re ort 1. The Intended User of this a raisal re ort Is the Lender Clfent The IMended Use is to evaluate the ro e that is the sub ect of this a ralsal for esUmaUn its market value sub ectto ffie stated Sco e of Woi1c u ose of the a ralsai re oNn re ui2ments of this a raisal re ort fortn and Definftlon of Market Value.No additlonal IntendedUsersareldentlfledb thea raiser. PRNATEINFORMATIONABOUTTHECLIENTORBORROWERCONTAINEDINTHISREPORTMAYNOTBEDISTRIBUlEDTOANY OTHERINDIVIDUALORENTITY.7HISINFORMATIONISSUBJECTTOTHEFEDERALTRADECOMMISSION PRIVACYOFCONSUMERFlNANCIALINFORMATION•FINALRULE 16 CFR PART313. 2.Sco e of the raisal:I have Ins ected the interlor and exteriorof the sub ect e and have measured the flnished Iivtn areas from the eMerforof the Im vements based u on ANSI Amedcan Natlonal Standards Instltute uldelines.I have not Ins ected the attic if not a walk-u or an crewl s aces.I have not moved an ersonal ro orfumituretolns ectthehouseor atnaccesstoblockedareas.Ididnottestthewater uali orwater ressure.Ididnotved thatbuildin ermttswerefssued orro consWctlon of the sWcture or an structural addiUo�or an sW ctural conversions.Mlneral Umberand orsub-surface as d ts are not Included or considered in this ra(sal.The ma sau�e of data used in tlie collection of sales was oblai�d from the local Multl le Listln Service unless I have reviasl ins ected the ro e .I have ins cted and hoto ra hed the sales used as com arables from the ublic sVeet when ssible.�have verified U�e sales data of the com arables includln the uare foota a e slte sfze consideraUon and date of recordin Na the Intemet on a website of the a m date coun tax assessment database.If the basementsizes are not avaflable in the tax assessment database that is avallable via the imeme their sizes were estlmated.�revlewed the Interlor hoto ra hs of the sales in the MLS to detertnlne thelr condRfon and de ree of ersonalfzaUon of the intedor decaratthe Ume of the sale•and an featured Im rovements such as u dated Idtchens baths and flnished basements.Sales used as com arables are vdunta "arms-len °transactlons simllar h sicall and in e of locatlon and are as recent� ossfble.Data from numerous sales is obtained for com adson tothe sub ect ro e .The sales selected as com arables are considered to be the most re resentaUve of the sub ect ro Do�lar ad ustrnents are made for differences between the sub ect ro e and the com arables w renect market reactio�to items of sl ntficant variaUon. 3. The hoto ra hs of com arables 1 and 3 were obtained from the CenVal Penn MLS.The sales found at 1178 Shoreham Road and 1392 Lowther Road were not used as ' the were sold b the lenders after mo a e foreclosures. 4. Ad ustrnerrts In the Sales Com adson Anal is:An ad usUnent was made to com arable 2 forthe sales concessions aid b the seller on behalf of the bu er.Thls ' ad strnent is necessa to convertthe sellin rice to cash e uivalen .SRe ad usvnents were made to all com arables as th are la erand have la er rear ards than the • sub ect ro .A conditlon ad ustrnentwas madeto com arable 3.There are no interlor oto ra hs in the MLS to revlew.This house was tenant occu ied and It was sold � withoutthe a Ifances.The Iistln sheet denotes the house was sold as-is and R needed TLC.Atffie tlme this re ortwas re ared I have not received a retum tele hane call � from the IIsUn a ent Linda Atherton 717-659-1344 to detertntne in what condiUon the house was atthe tlme Itwas sold.I believe the balance of the ad ustrnenu are � self-e lanato . Su rt for the o inion of site value summa of com rable land sales or other methods for estimatin site value ESTIMATED REPRODUCTIONOR REPLACEMENTCOSTNEW OPINIONOFSITEVALUE � Source of cost data Dwellin 1015 S .Ft. - Quali ratin from cost service Effective date of cost data S .Ft. - : Comments on Cost A roach ross livin area calculations de reciaiion etc. ' Due W ffie a e oithe structurel im rovements the h tcal de reciation fs difficult to Gar elCa ort 0 S .Ft. - determine.The CostA roach fs not re uired if tlie house Is over one ear old. Total Estimate of Cost-new - • - Less Ph sieal Functional Eztemal De reciation - De reciated Cost of im rovements - "As-is"Value of Site Im rovements - Estimated Remainin Economic Life HUD and VA onl Years indicated Value B Cost A roach - � Estimated Monthl Market Rent X Gross Multi lier = Indicated Value b Income A roach Summa of Income A roach includin su rt for market rent and GRM 1 do not have fnfortnatlon ertainin to rents of slmilar e ro eNes to com lete the Income A roach. Is the develo rlbuilder in control of the Homeowner's Association HOA 7 Yes No Unitt s Detached Att�hed Provide the followin infortnation for PUDs ONLY if the develo erlbuilder is in control of the HOA and the sub' t ro is an attached dwellin unit. L al Name of Pro t • Total number of hases Total number of units Total number of units sold Total number of units rented Total number of uniGs for sale Data source s ' Was the ro' t created b the conversion of existin buildin s into a PUD? Yes No If Yes date of conversion. Does the ro' t contain an multi�wellin units? Yes No Datasource. ' Are the units common elements and recreation facilities com lete? Yes No if No describe the status of com letion. . . � Are the crommon elements leased to or b the Homeowners Association7 Yes No If Yes describe the rental terms and o tions. Describe common elements and recreational facilities. NL-Residential 5/2007 This form may be reproduced unmodified without written pertnission,however,Bradford Technologies,Inc.must be acknowledged and credited. Produced by ClickFORMS Software 800-622-8727 Page 3 of 19 , Kurt Eby Real Estate Apprafsals File No. , Case No. This appraisal report is subject to the scope of work,intended use,intended user,definition of market value,statement of assumptions and limiting conditions,and certifications.The Appraiser may expand the scope of work to include any additional research or analysis necessary based on the complexity of this appraisal assignment. SCOPE OF WORK: The scope of work for this appraisal is defined by the complexity of this appraisal assignment and the reporting requirements of this appraisal report form,including the following definition of market value,statement of assumptions and limiting conditions,and certifications.The appraiser must,at a minimum:(1)pertorm a complete visual inspection of the subject property,(2)inspect the neighborhood,(3)inspect each of the comparable sales from at least the street, (4)research,verify,and analyze data from reliable public and/or private sources,and(5)report his or her analysis,opinions,and conclusions in this appraisal report. DEFINITION OF MARKET VALUE:qs per Fannie Mae the definition of market value is 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,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 seller to buyer under conditions whereby:(1)buyer and seller are typically motivated;(2)both parties are well informed or well advised,and each acting in what he or she considers his or her 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 comparable thereto;and(5)the price 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 comparables 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 comparable property by comparisons to financing terms offered by a third party institutional lender that is not already involved in the property or 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 markeYs reaction to the financing or concessions based on the appraiser's judgment. STATEMENT OF ASSUMPTIONS AND LIMITING CONDITIONS: The appraiser's certification in this report is subject to the following assumptions and limiting conditions: 1.The appraiser will not be responsible for matters of a legal nature that affect either the property being appraised or the title to it,except for information that he or she became aware of during the research involved in performing this appraisal.The appraiser assumes that the title is good and marketable and will not render any opinions about the title. 2.The appraiser has provided a sketch in this appraisal report to show the approximate dimensions of the improvements. The sketch is included only to assist the reader in visualizing the property and understanding the appraiser's determination of its size. 3.The appraiser has examined the available flood maps that are provided by the Federal Emergency Management Agency (or other data sources)and has noted in this appraisal report whether any portion of the subject site is located in an identified Special Flood Hazard Area.Because the appraiser is not a surveyor,he or she makes no guarantees,express or implied,regarding this determination. 4.The appraiser will not give testimony or appear in court because he or she made an appraisal of the property in question, unless specific arrangements to do so have been made beforehand,or as othervvise required by law. 5.The appraiser has noted in this appraisal report any adverse conditions(such as needed repairs,deterioration,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 research involved in perForming this appraisai.Unless otherwise stated in this appraisal report,the appraiser has no knowledge of any hidden or unapparent physical deficiencies or adverse conditions of the property(such as,but not limited to,needed repairs,deterioration,the presence of hazardous wastes,toxic substances, adverse environmental conditions,etc.)that would make the property less valuable,and has assumed that there are no such conditions and makes no guarantees or warranties,express or implied.The appraiser will not be responsible for any such conditions that do eacist or for any engineering or testing that might be required to discover whether such conditions exist. Because the appraiser is not an expert in the field of environmental hazards,this appraisal report must not be considered as an environmental assessment of the property. 6.The appraiser has based his or her appraisal report and valuation conclusion for an appraisal that is subject to satisfactory completion,repairs,or alterations on the assumption that the completion,repairs,or alterations of the subject property will be performed in a professional manner. NL-General Ce�tifiC2tion 5/2007 This form may be reproduced unmodified without written permission,however,Bradford Technologies,Inc.must be acknowledged and credited. Produced by ClickFORMS Software 800-622-8727 Page 4 of 19 . Kurt Eby Real Estate Apprafsals Fil2 N0. Case No. ' APPRAISER'S CERTIFICATION:The Appraiser certifies and agrees that: 1.I have,at a minimum,developed and reported this appraisal in accordance with the scope of work requirements stated in this appraisal report. 2.I performed a visual inspection of the interior and exterior areas of the subject property.I reported the condition of the improvements in factual,specific terms.I identified and reported the physical deficiencies that could affect the livability,soundness,or structural integrity of the property. 3.I pertormed this appraisal in accordance with the requirements of the Uniform Standards of Professional Appraisal Practice that were adopted and promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were in place at the time this appraisal report was prepared. 4.1 developed my opinion of the market value of the real property that is the subject of this report based on the sales comparison approach to value.I have adequate comparable market data to develop a reliable sales comparison approach for this appraisal assignment.I further certify that I considered the cost and income approaches to value but did not develop them,unless otherwise indicated in this report. 5.I researched,verified,analyzed,and reported on any current agreement for sale for the subject property,any offering for sale of the subject property in the twelve months prior to the effective date of this appraisal,and the prior sales of the subject property for a minimum of three years prior to the effective date of this appraisal,unless otherwise indicated in this report. 6.I researched,verified,analyzed,and reported on the prior sales of the comparable sales for a minimum of one year prior to the date of sale of the comparable sale,unless othervvise indicated in this report. 7.I selected and used comparable sales that are locationally,physically,and functionally the most similar to the subject property. 8.I have not used comparable sales that were the result of combining a land sale with the contract purchase price of a home that has been built or will be built on the land. 9.1 have reported adjustme�ts to the comparable sales that reflect the market's reaction to the differences between the subject property and the comparable sales. 10.I verified,from a disinterested source,all information in this report that was provided by parties who have a financial interest in the sale or financing of the subject property. 11.I have knowledge and experience in appraising this type of property in this market area. 12.I am aware of,and have access to,the necessary and appropriate public and private data sources,such as multiple listing services,tax assessment records,public land records and other such data sources for the area in which the property is located. 73.I obtained the information,estimates,and opinions furnished by other parties and expressed in this appraisal report from reliable sources that I believe to be true and correct. 14.I have taken into consideration the factors that have an impact on value with respect to the subject neighborhood,subject property,and the proximity of the subject property to adverse influences in the development of my opinion of market value.I have noted in this appraisal report any adverse conditions(such as,but not limited to,needed repairs,deterioration,the presence of hazardous wastes,toxic substances,adverse environmental conditions,etc.)observed during the inspection of the subject property or that I became aware of during the research involved in pertorming this appraisal.I have considered these adverse conditions in my analysis of the property value,and have reported on the effect of the conditions on the value and marketability of the subject property. 15.I have not knowingly withheld any significant intormation from this appraisal report and,to the best of my knowledge,all statements and information in this appraisal report are true and correct. 16.I stated in this appraisal report my own personal,unbiased,and professional analysis,opinions,and conclusions,which are subject only to the assumptions and limiting conditions in this appraisal report. 17.I have no present or prospective interest in the property that is the subject of 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 partially or completely,my analysis and/or opinion of market value in this appraisal report on the race,color,religion,sex,age,marital status,handicap,familial 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 or on any other basis prohibited by law. 18.My employment and/or compensation for performing this appraisal or any future or anticipated appraisals was not conditioned on any agreement or understanding,written or otherwise,that I would report(or present analysis supporting)a predetermined specific value,a predetermined minimum value,a range or direction in value,a value that favors the cause of any party,or the attainment of a specific result or occurrence of a specific subsequent event. 19.I personally prepared all conclusions and opinions about the real estate that were set forth in this appraisal report.If I relied on significant real property appraisal assistance from any individual or individuals in the performance of this appraisal or the preparation of this appraisal report,I have named such individual(s)and disclosed the specific tasks performed in this appraisal report. I certify that any individual so named is qualified to perform the tasks.I have not authorized anyone to make a change to any item in this appraisal report;therefore,any change made to this appraisal is unauthorized and I will take no responsibility for it. 20.I identified the client in this appraisal report who is the individual,organization,or agent for the organization that ordered and will receive this a raisal re ort. NL-General Ce�ificati0n 5/2007 This form may be reproduced unmod�ed without written pertnission,fawe�er,Bradford Technologies,Inc.must be acknowledged and credited. Produced by ClickFORMS Software 800-622-8727 Page 5 of 19 , Kurt Eby Real Estate Appraisals File N0. Case No. 21.I am aware that any disclosure or distribution of this appraisal report by me or the client may be subject to certain laws and regulations.Further,I am also subject to the provisions of the U�iform Standards of Professional Appraisal Practice that pertain to disclosure or distribution by me. 22.If this appraisal report was tra�smitted as an"electronic record"containing my"electronic signature,"as those terms are defined in applicable federal and/or state laws(excluding audio and video recordings),or a facsimile transmission of this appraisal report containing a copy or representation of my signature,the appraisal report shall be as effective,enforceable and valid as if a paper version of this appraisal report were delivered containing my original hand written signature. SUPERVISORY APPRAISER�S CERTIFICATION: The Supervisory Appraiser certifies and agrees that: 1.I directly supervised the appraiser for this appraisal assignment,have read the appraisal report,and agree with the appraiser's analysis,opinions,statements,conclusions,and the appraiser's certification. 2.1 accept full responsibility for the contents of this appraisal report including,but not limited to,the appraiser's analysis,opinions, statements,conclusions,and the appraiser's certification. 3.The appraiser identified in this appraisal report is either a sub-contractor or an employee of the supervisory appraiser(or the appraisal firm),is qualified to perform this appraisal,and is acceptable to perform this appraisal under the applicable state law. 4.This appraisal report complies with the Uniform Standards of Professional Appraisal Practice that were adopted and promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were in place at the time this appraisal report was prepared. 5.If this appraisal report was transmitted as an"electronic record"containing my"electronic signature,"as those terms are defined in applicable federal and/or state laws(excluding audio and video recordings),or a facsimile transmission of this appraisal report containing a copy or representation of my signature,the appraisal report shall be as effective,enforceable and valid as if a paper version of this appraisal report were delivered containing my original hand written signature. APPRAISER SUPERVISORY APPRAISER(ONLY IF REQUIRED) Signature Signature Name KurtA.Eby,RAA Name Company Name Kurt Eby Real Estate A� ralsals Company Name CompanyAddress 1o61PennsvlvanlaAvenue CompanyAddress Hartisburg,PA 17111-3019 Telephone Number 717-939-5222 Telephone Number _ EmailAddress keby@comcastnet EmailAddress Date of Signature and Report 119/2014 Date of Signature Effective Date of Appraisal 5/04/2014 ' State Certification# State Certification# RL000040L Certifled ResidenUal Appralser or State License# or State License# State or Other(describe) State# Expiration DateofCertification or License State PA Expiration Date of Certification or License 06/30/2015 SUBJECT PROPERTY ADDRESS OF PROPERTY APPRAISED 1800 Letchworth DrNe Did not inspect subject property Camp Hill,PA 17011 Did inspect exterior of subject property from street Date of Inspection APPRAISED VALUE OF SUBJECT PROPERTY$ 90,000 ❑Did inspect interior and exterior of subject property CLIENT Date of Inspection Name Company Name Pat McClatn COMPARABLE SALES Company Address 18001etchworth Drive Did not inspect exterior of comparable sales from street Camp Htll,PA 17011 Did inspect exterior of comparable sales from street Email Address pmcciain1800@comcastnert Date of Inspection NL-C-Rneral CertifiCalion 5I2007 This form may be reproduced unmodified without written permission,however,Bradford Technologies,Inc.must be acknowledged and credited. Produced by ClickFORMS Software 800-622-8727 Page 6 of 19 , Kurt Eby Real Estate Apprafsals File No. APPRAISAL COMPLIANCE ADDENDUM c�eNo. � BorrowedGient McCLain Ma are Estate Address 1800 Letchworth DrNe Unit No. City Camp HIII County Cumberland State PA Zip Code 17011 LendedGient Pat McClain This raisal Com liance Addendum is induded to ensure this a raisal re ort meets all USPAP 2014 r uirements. . - ••- . • This Appraisal Report is one of the following types: �X Appraisal RepoR This report was prepared in accordance with the requirements of the Appraisal Report option of USPAP StandarcJs Rule 2-2(a). ❑Restricted Appraisal Report This report was prepared in accordance with the requirements of the Restricted Appraisal Report option of USPAP Standards Rule 2-2(b).The intended user of this repoR is limited to the identified client.This is a Restricted Appraisal Report and the rationale for how lhe appraiser arrived at the opinions and conclusions set forth in the report may not be understood properly without the additional information in the appraiser's workfile. •�� • • I certify that,to the best of my knowledge and belief: ' The statements of fact contained in this report are true and correct. � The report analyses,opinions,and conclusions are limited only by the reported assumptions and are my personal,impartial,and unbiased professional analyses, opinions,and conclusions. ' I have no(or the specified)present or prospective interest in the properly that is the subject of this report and no(or specified)personal interest with respect to the parties involved. i have no bias with respect to the property that is the subject of this report or the paAies involved with this assignment. ' My engagement in this assignment was not contingent upon developing or reporting predetermined results. ' My compensation for completing this assignment is not contingent upon the development or reporting of a predetermined value or direction in value that favors the cause of the client,the amount of the value opinion,the attainment of a stipulated result,or the occurrence of a subsequent event directly related to the intended use of this appraisal. ' My analyses,opinions,and conclusions were developed and this report has been prepared,in conformity with the Uniform Standards of Professional Appraisal Practice. ' I have perfortned the appraisai in conformity with the Uniform Standards of Professional Appraisal Practice and Title XI of the Financial Institutions Reform,Recovery,and Enforcement Act of 1989 as amended 12 U.S.C.3331 est.s .. •- ' X I have NOT performed services,as an appraiser or in another other capacity,regarding the property lhat is the subject of the report within the three-year period immediately preceding acceptance of this assignment. ' ❑I 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 recedin acce tance of this assi nment.Those services are described in the comments below. .�. � ' I X HAVE made a personal inspection of the property that is the subject of this report. ' I have NOT m�le a rsonal ins tion of the ro that is the sub'ect of this re rt. Unless othenvise noted,no one provided sign�cant real property appraisal assistance to the person signing this cerlification.if anyone did provide significant assistance,they are hereby identified along with a summary of the extent of the assistance provided in the report. na ��� • • Additional USPAP related issues requiring disclosure and/or any state mandated requirements: n a ■ •• •- -�• eX A reasonable marketing time for the subject property is 90-120 day(s)utilizing market conditions pertinent to the appraisal assignment. X A reasonable exposure time for the subject property is 30-120 day(s). •- • � � Signature Signature Name KurtA.Eb RAA Name Date of Signature 7 19 2014 _ Date of Signature State Certificatio�#RL000040L Certffled Residen lal Appralser State Certfication# or State License# or State License# Staie PA State Expiration Date of Certification or License O6/30/2015 Expiration Date of Certification or License Su ervisory Appraiser Inspection of Subject Propert: Effective Date of Appraisal 5/04/2014 � Did Not ❑ Exterior Only from street � Interior and Exterior USPAP Canpliance Addendum 2014 Page 7 Of 19 Produced by ClickFORMS Software 800-622-8727 . FlrstPageofDeed File No. Case No. • Borrower McCLain,Marga2t,Estate PropertV Address 1800 Letchworth Drive City Camp Hill CounN Cumbedand State PA Zip Code 17011 Lender/Client Pat McClain Address 1800 Letchworth Drive,Camp Hill PA 17011 ON Y'HI$ ll3:h I'HIRrI�:'I'H D6Y OF 3U�$r D[YN�'PRh�I HUNDH$D AZiD BIXl'Y—�iIIyE�'�r }s'NAICA 8. JOtt2i8, A(�IiL�ls' 'PO SiiLL TO JOHN R.. _ biCCLAIDT FOR 1'H33 SUM OF ONS DOLL9H A PARCisL OR�LAND 7��$CRIBk� A3 FOLLOtYSt . :t.' • • TO BF,GIIv aT OaHb[Eli3 OF LOY'S_.1, 29 AND 30 TO • . k�C't�iSD ��V�N F��T AI.Oirt� THk� LTNk� DI.VI])ING • T,02'S �. 6t1D 30. 1Hk�NC� `i'4 cX`PLIJA AT+OI�FC3 'iEiE • . LI1J� DIVIJ�I:I�16 I,Q'1'8 2�J, �iD '30 NOHT�:ASTuti"'LY . . 49 'Fr:b'�' `PO 0 F�tSl' AT A P072dT.DIVIlilT1Q LOT9 29 . . AP(L 30. �. �• . . : . ' � BL�L.YROL'i�H`IIFS J3kiEtL-1'H altk LUC47isA IN HZ(IHI+Ai`�D �STE►'1'k$i ' LOYS7dR AI.L133 1'051Pi5liIP� CULf231:tcLA2dD 001TN'PYi P�IdI1S�+YAIIIA. � ..�u,��,�, ' ' ' ' � L/ :*E� i.eit� "a."•�-�� 0 'p �'� '�j kNitTCA B. JOP �$, ' . ;'.t-�N.�r. r. .OF•', ::f.0 � lY� ' . � �a�;���•.�}���Y, '•'�uissim lixqrc ao. 3. 14 • a . ,� y -,�. 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Second Page of Deed File No. Case No. � Borrower McCLain,Margaret Estate Propertv Address 1800 Letchworth Drive City Camp Hlll County Cumbedand State PA Zip Code 17011 lender/Chent Pat McClatn _ Address 1800 Letchworth Ddve Camp Hill PA 17011 , • � . , ' • � , . , :�....-=�� .. .. ,.. • . 3'� .! �c� 'Jdlti/ • • � . ,OS` �/!lrY4.''" H.1�];OM HJ.1.t77' . ��± -�a� °�°�^'�` �� s„"'�S y J'3 .g �{1 � �� ' ,I 1�/r7NM•i�.�*'�.,(� C`-/�°•�� ,S_/.T.e-�SB-.F' 6Q "�- . , p yn r 7�' _ ...�..,. `.� q p,o'+•t� . ! r'� ';��.e� � • . � • • .'„,,,a�`•' �.�'h3 �o�. . �H, a jy' '1, �� �j I�� h G . r� � M �i � .a . '� ��� ��t�`� .� ' V . � n, "R. G'. � : --- .. � ��, � � 0 . ( -i �� ��,:y: �,�b A m' � . 'b �� o • �o . �a'j+�y t�J 't (� � p2. � � o ,� 'n� . F�•� . -� � �� �� ,K s fl •� • ' , � �` � Fq rlf°' 41 i,.} ♦ b l ' � �7J) `�n • , , Q t. �` ' O W + , . . d�`� . . � , � . >>4 ��\ p6 v �\`c ^� . � , ��1_ '�� ' w'p. � . (q . , �'1� �+.\�`, 'f,'' . ' ��l '� . 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SKETCH ADDENDUM File No. Case No. Borrower McCLain,Margaret,Estate Propertv Address 1800 Letchworth Drive City Camp Hill CountV Cumbedand State PA Zip Code 17011 LendedGient Pat McCIaIn_ Address 1800 Letchworth Ddve Camp Hill PA 17011 29ft Bedroom Bedroom � First Floor � 00 [Area: 1015 ftz] T �,,, Bed roam � gath � � s� � Kitchen � � � � � +..� Living � �,*p °� � `�;� i� Dining � O ¢ U 10ft fift 29ft � pen Porc � [Area: 80 ft2] 10ft �-+. FlrstFloa 7016 ft'Eirsf Fbor :1.00�10f 5 , _�,���.` �+f��:� ::,19E4X . 1;�.'� . ,� '1Q'ilrA?. ClosedPortli H4.� � �� . . '' 8DJ!* . <.,, � Produced by ClickFORMS Software 800-622-8727 Page 10 of i9 ' Kurt Fby Real Estate Appraisals PLAT MAP File No. Case No. Borrower McCLain,Margaret,Estate Propertv Address 1800 Letchworth Drive City Camp Hill Countv Cumbedand State PA ZiD Code 17011 LendedGient Pat McClain Address 1800 Letchworth Drive Camp Hill PA 17011 Produced by ClickFORMS Software 800-622-8727 Page 11 of 19 . Kurt Eby Real Estate Appraisals LOCATION MAP ADDENDUM File No. � Case No. Borrower McCLain,Margaret,Estate Propertv Address 1800 Letchworth Drive CitY Camp Hill Countv Cumbedand State PA Zio Code 17011 LendedClient Pat McClalo Address 1800 Letchworth Ddve Camp Hill PA 17011 _. ��, �, �J, Market St �, f ,�. . ae �s ���`•� ���'� y�,C ;, �,„ "� � �4y' 'r .,o�,P S� ,�' �j� +!'y�� ����, ' ����,� �, �T rs. r M��gr�Av@ ��� � t��e1��� d ,, ,�� a �,,, � �. RC .. 4 ,�n" .,,o+ .. . ��. �a �¢�7 . ^` � ,s� ��a ,� � Je �,� �X ° �» �p�a' .�•' q� � �> � � � Q�`,`"`� � 1�"`� ' � �`" � � „� '� � �, ��c* ` �> set tt� ,.",. subiea . Chaihany Rd � . . "`�`. Y800 LaOdR�aede Orire ... ie � � ,:��` � . Camp Mi,PA 17017 ' �7 �� APN�t3�23�9547-313 � � y . .. 3f sa Kenc Rd �eazc�mamnr� � � c�v�t Pa�rm� �"� o, � � 031 mies'W � � � S�3100.000 �i� . . .KRnt�pY ��` �� � . i �, � `" ��t�+ y�yY��m Rd � �t 6 � .. ���� � j¢ �$ . � . . /��i <, �l.EIC�B�R�. V ' Aj. . pt ��tkt.� � Camp 3 .�......^ � . . �.. . . g. `, �e�� Le�h t�+��od�waemor�ve .�.. CampFil,PAfTOt1 _�.�' ..:.5�. , s .� Q_02mks5 Rsy s�:ae5.o� �' ca.,,P i ��8 > 1679�LeSClmaithOrive � . �'1' . .. `"3� � O.f�i�in�SPA17071 � � . . �.�t -�. �' � o�c�+a��a sa�:aso.aas tu$�a� �* � ^^.' . . . . . ... y . ��n{�`� ���'y,�. �rpun� � � � � RdltrrgGreenMemohalGar�lens . . � � �r � � � v �jtltaw R� � �ie�°`. ,r : £}��` '^� ~ t N�"`ty�C �Qn�o�,h0 ��y�,�taarra Q��Sk � ; �" � O; ��G B¢,�s ttd ��t � � *�U+ ����MK� lpa���. .e,.'�,�r�'���� ��a � ��` � ..�,J�iUt�'-� � . ` E�'2o1#Mic+osotr�Qratioo' `�,2aZOIWYt?6q.��#�p. Produced by ClickFORMS Software 800-622-8727 Page 12 of 19 • Kurt Eby Real Estate Appraisals , SUBJECT PHOTO ADDENDUM File No. Case No. Borrower McCLain,Margaret,Estate Property Address 1800 Letchworth Drive City Camp Hill Countv Cumberland State PA Zip Code 17011 LendedGient Pat McClain Address 1800 Letchworth Ddve Camp Hfll PA 17011 '�.' FRONT OF SUBJECT PROPERTY 1800 Letchworth Drlve Camp HIII,PA 17011 I ������i ��� k v����� . ��,�ii?n ... ��._. _�,�. N %F.. w.� w ' f.+a �'��: .�.: :,•.. . REAR OF � \ SUBJECT PROPERTY :f� :� t '4 �=_;� STREET SCENE �,.... Produced by ClickFORMS Software 800-622-8727 Page 13 of 19 . _ . Kurt Eby Real Estate Appraisals - SUBJECT PHOTO ADDENDUM File No. Case No. Borrower McClatn Mar�;aret,Estate Property Address 1800 Letchworth Drlve City Camp HIII CountV Cumberland State PA Zip Code 17011 LenderlClient Pat McClafn Address 1800 Letchworth DNve Cam Hfll PA 17011 Ltving ;x:� ._ Dlning �3.` �',��. �rz.:.. �'�,^:�,` �„� . _.,._� # .... �,s`"�?�` - =.;,t:;:;'� Kitchen � �;� :s,. � 'i �.�".�r n�.�.," :'�� :;�?,�` b,��;� ��M1 . ��;. :� � � w' � t µ'" Produced by ClickFORMS Software 800-622-8727 Page 14 of 19 Kurt Eby Real Estate Appraisals . SUBJECT PHOTO ADDENDUM File No. Case No. Borrower McCLaln,Margaret Estate Property Address 1800 Letchworth Drive City Camp Hill CountV Cumbedand State PA Zip Code 17011 LenderlGient Pat McClaln Address 1800 Letchworth Drive Cam Hill PA 17011 Mechan(cal Room i l{ '¢i f# .�` i �� r i ?;5 } ; t 5 �, �� Bath a: :a ��� ;� ,� , � Bedroom n� '� i I , t 4 z `ti + � ai �.;������. � �',4 �`y � �� ,�s,� a*i� l�'. �"#7��'��. r �e :_ �+�a1' i I�i �J�J�;:.'.. !� � �.�, jll �Ili �e��. £:A,.`�: ^iijvr � . ...�'.��y'• Produced by ClickFORMS Software 800-622-8727 Page 15 of 19 Kurt Eby Real Estate Appratsals . SUBJECT PHOTO ADDENDUM File No. Case No. Borrower McCLafn Ma�are.Estate Property Address 1800 Letchworth Drtve City Camp Mfll Countv Cumbedand State PA Zip Code 17011 LendedGient Pat McClatn Address 1800 Letchworth Ddve Cam HIII PA 17011 `-==<� Bedroom `��.- ,>� � � .{ t� �� rw F �� �:! Bedroom .t�.. .;r.,:�..�. - �--=�:�� '�'�`.��='°."=�°- �* � � `�� �J�.y,��,x� .fi�� +��, ,� �L. ~` Drop Stalrs to Attic � L�" � � � �'• � �� '�� �, ;� `t,' i�� � �� � r� rc� � i ; i II ��. � �� Produced by ClickFORMS Software 800-622-8727 Page i6 of 19 Kurt Eby Real Estate Appraisals . SUBJECT PHOTO ADDENDUM File No. Case No. Borrower McCLain Margaret Estate Property Address 1800 Letchworth Drive City Camp Hill Countv Cumbedand State PA Zip Code 17011 LendedClient Pat McClafn Address 1800 Letchworth Drive Cam HIII PA 17011 Attic � �. Back yard and Shed `�:��� .,�.�..�.�,.�..� - .�.�...r I � .�:;�"' Produced by ClickFORMS Software 800-622-8727 Page 17 of 19 • Kurt Eby Real Estate Appraisals - COMPARABLES i-2-3 File No. Case No. Borrower McCLain Margaret,Estate Procertv Address 1800 Letchworth DrNe City Camp HIII Countv Cumbedand State PA Zip Code 17011 LendedCl�ent Pat McClain Address 1800 Letchworth Ddve Cam Hill PA 17011 COMPARABLE SALE# i ' � 1819 Letchworth Ddve : Camp Hill,PA 17011 �� �k�� �,i a��r�.. � CPML COMPARABLE SALE# 2 1932 Chatham Drive � ' Camp Nill,PA 17011 A° a . , .; � ,.,:�x..a�...u-,- COMPARABLE SALE# 3 Ily I 1804 Letchworth DrNe = yl�� '� w" J Camp Hill,PA 17031 ��„ � 'q� '� Produced by ClickFORMS Software 800-622-8727 Page 18 of 19 Kurt Eby Real Estate Appralsals . COMMENT ADDENDUM File No. Case No. Bortower McCLain Mar�aret,Estate Property Address 1800 Letchwarth Ddve C� Camp Hfll Countv Cumbedand State PA Zip Code 17011 LendeNGient Pat McClatn Address 1800 Letchworth Drive,Cam Htll PA 17011 By signature ofthis fortn I certify that,to the best of my knowledge and belieE 1.I certifythat,to the best of my knowledge and belief,the reported analyses,opinions,and conclusians were developed,and this report has been prepared,in confortniry with the requirements of the Code of Professional Ethics and the Standards of Professional Appraisal Practice. 2.This appraisal conforms to the Uniform Standards of Pmfessional Appralsal Practice luued by theAppralsal Standards Board af the Appraisal Foundatian,to the applicable provisions ofTitle XI of the Federal Fnancial Institutions Refortn,Recovery and EnTorcementAct of 1989,12 U.S.C.3310, 3331-3351,and to the applicable regulatfons of the Federel Reserve System,12 CRF Parts 208 and 225. 3.The reported analyses,opinions,and conclusions are limited only by the reported assumptions and limiting condiUons,and are my personal unbiased professional analyses,opinions,and conclusions. 4.The assignment of this appraisal was not based upon a requested minimum valuation,a specific valuaUon,a value within a given renge,or the approval of a loan. 5.My compensadon is not contingent upan the reporting of a predetermined value or direction in value that favors the cause of the client,the amount of the value estlmate,the attainment of a stipulated result,orthe occunence of a subsequent event 6.I have made a personal inspection afthe property that is the subject of this report(If more than one person signs the report,this certification must clearly specify which individuals did and which individuals did not make a personal inspecdon of the appraised property.) 7.No ane provided signiflcant professional assistance to the person signingthis repoR(If there are exceptions,the name of each individual providing significant professfonal assistance must be stated.) 8.Unless noted in the appraisal report,all mechanical systems including,but not limited W,the heating,air-conditioning,electrical and plumbing systems appear upon a visual exterior inspection to be in working order.No warranties are implied in this statement. 9.Unless ofherwise stated In this report,the existence of hazardous substances or pollutants(any solid,Iiquid,gaseous orthermal irtiWnt or contaminant,including but not Iimited ta asbestos,polychlorinated biphenyl's,petroleum leakage,radon gas,lead paint,agricultural chemicals,smoke, vapor,soat,fumes,acids,alkaUs,chemicals and waste),which may or may not be present on the property;orother environmental conditions,were not called to the attentian of nordid the appraiser become aware of such during the appraiser's inspecUon.The appraiser has no knowledge of the existence of such materials on or in the property unless otherwise stated.The appreiser,however,is not qualified to test forsuch substances orcondiUons.If the presence of such substances,such as asbestos,urea fortnaldehyde foam insulation,lead paint,or other hazardous substances orenvironmental conditlons,is found,the value of the property may be adverseiy affected.The value stated in this report is predicated on the assumption that there is no such condiUon on or in the property or in such proximity thereto that Itwould cause a loss in value.No responsibiliry is assumed for any such conditions, norfor any e�ertise or engineering knowledge required to discoverthem. 10.Thfs report was prepared at the request of and forthe exclusive use of the client listed on page one ofthe appralsai.Neither all,norany part of the content of the report,or copythereof(Including conclusions as to the propertyvalue,the identity of the Apprafser,professional desfgnaUons,reference to any professional appraisal organizations,orthe firm with which the appraiser is associatec�,shall be used forany purposes by anyone but the ctlent speafied in the report.Further,the appraiser,or firm,assumes no obligatlon,Ilabil(ty,or accountabilityto anythird party. 11.This appraisal is for no purpase otherthan property valuation,and the appreisers are neither qualifled nor attempUng to go beyond that nartow scope. 12.This appraisal should not be considered a report on the physical items that are a part of this property.Although the appraisal may contain information about the physical items befng appraised(induding their adequacy and/or conditlon),it should be clearly understood that this infortnation is only to be used as a generel guide for property valuation and not as a complete or detailed physical report.The appraisers are not consVUCtion, engfneering,environmenfal,or legal experts,and any statement given on these matters should be considered preliminary in nature. 13.Due to fhe confidentiality requirement within the Ethics provision of the Uniform Standards of Professfonal Appraisal Practice,confidential factual data orthe results of this assignmentwill not be discussed with anyone except the client,orpersons speciHcally authorized by the client I will consult with persons specifica�ly authorized,provided I receive a written authorization from the dient,and provided that a prearranged consulting fee is paid,in advance. Produced by ClickFORMS Software 800-622-8727 Page 19 of 19 REV-1508 EX+(6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS� ot MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Margaret H. McCiain 21-14-0489 Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jointly-owned with right of survivorship must be disctosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. PNC Bank(CD xx-0770)* 30,063.25 2. PNC Bank(CD xx-4276)' 14,394.74 3. PNC Bank(CD xx-7587)' 15,186.58 4. PNC Bank(checking xx-9786)* 25,920.08 5. PNC Bank(savings xx-1365)* 5,110.31 6. M&T Bank(savings xx-394-00)* 1,771.94 7. Miscellaneous personal property 860.00 8. John Hancock(life insurance proceeds)' � 2�8 82 *includes accrued interest TOTAL(Also enter on line 5, Recapitulation) a 94,585.72 (If more space is needed,insert additional sheets of the same size) `� ��� July 17, 2014 Luther E Milspaw Attorney at Law 130 State St Harrisburg, PA 171 Q 1 RE: Name: Margaret H McClain SSN: 196-14-1032 DOD: OS/04/2014 Dear Mr. Milspaw: In response to your request for Date of Death(DOD) balances for the customer noted above, our records show the following: Certificate of Deposit Account# 31200150770 Established: 03/18/1999 MARGARET H MCCLAIN DOD balance: $ 30,061.92 + 1.33 accrued interest Account# 31400184276 Established: 04/17/2000 MARGARET H MCCLAIN DOD balance: $ 14,394.20 = 0.54 accrued interest Account# 31700297587 Established: 07/29/2006 MAR.GARET H MCCLAlN DOD balance: $ 15,186.41 + 0.17 accrued interest Checking Account Account# 5140039786 Established: 04/Ol/1968 MARGARET H MCCLAIN DOD balance: $ 25,920.03 + 0.05 accrued interest Savings Account Account# 5000881365 Established: 03/18/1999 MARGARET H MCCLAIN DOD balance: $ 5,110.18 + 0.13 accrued interest Page 1 of 2 Please note that this office provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savin�s). We do not process any financial transactions or provide statements. If you need assistance with any ofthese items,please call 1-888-PNC-BANK(1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, National Financial Services Center PNC Bank, N.A. Member FDIC This �nessage is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, confidential and exempt fi•om disclosure under applicable law. If the reader of this message is not the intended recipient or the employee or agent responsible for delivering this inessage to ihe intended recipient,you are Izerehy noiified tl�at any disseri�ination, distribution or copying of this corrzmunications is strictly prohibited. If you have received this communication in error,please not�nae immediately by reply or by telephone at 800-762-1775 and immediately destroy this faxed document. Page 2 of 2 St � MEMBERS lst FHDERAL CR&DIT iJNION REGULAR SAVINGS ACCOUNT: Account Number/Suffix 207394-00 Date Account Established 07/17/2001 Principal Balance at Date of Death $1,771.93 Accrued Interest to Date of Death $0.01 Total Principal ard Accrued Interest $1,771.94 Name of Joint Owner None MEMBERS 1ST FEDERAL CREDIT UNION ���-�% �� C,�Ir%t,�. � � "-�-o �� �� Leigh-/�nne Stallings Lending Insurance Support Supervisor July 15, 2014 Estate of: Margaret H. McClain Date of Death: 05/14/2014 Social Security Number: 196-14-1032 5000 Louise Drive • P.O.Box 40 • Mechanicsburg,Pennsylvania 17055 • (800) 283-2328 • wwwmemberslst.org REV-1510 EX+(08-09) � pennsylvania SCHEDULE G � DEPARTMENTOFREVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Margaret H. McClain 21-14-0489 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM DESCRIPTION OF PROPERTY NUMBER INCLUDE THE NAME OFTHE 7R�WSFER�,IHEIR RElATIONSHIP TO DKEDEM AND DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE THE DATE OF TRANSPER.A7TACH A COpY pF 1F{E DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST IF APPLiCABLE) VALUE 1• John Hancock Annuity(xx-6594);Patrick McClain/Michele Whapeles; children;May 2,2014 26,914.87 100 0.00 26,914.87 z John Hancock Annuity(xx-5754);Patrick McClain/Michele Whapeles; children;May 2,2014 30,786.59 100 0.00 30,786.59 TOTAL(Also enter on Line 7, Recapitulation) $ 57,701.46 If more space is needed,use additional sheets of paper of the same size. ' Holdings by Investor Margaret H Mcclain Eric T Nikles Combined Account Portfolio 1800 Letchworth Dr. �nvestment Advisor Rep Date: 05/01/2014 ���.1[;�j��O�j� Camp Hill,PA 17011 Keystone Financial Management Created:07/08/2014 '�V 1� l�l� 1624 Hausman Road. � Financial Management Allentown,PA 18104 610-530-2112 Margaret H Mcclain Acct Name:MARGARET H MCCLAIN 1800 LETCHWORTH DR CAMP HILL PA 170115933 US Acct No SD1006594 AcctType:Non-Qualified X ,+'` 'v :. . F `����$������� ., _ Ticker " ` Asse�7Ype Mgt Narhe^ ` ,Quaritit,y : Pric���� �..,j: V�ItY���j; � . ,._ �. �. .t�. FIXED, � , , :�., . ,�. . ,..�. ,: OTHER X JOHN 26,914.87 1.00 26,914.87 HANCOCK LIFE INS CO (USA) Account Total: $26,914.87 Acct Name:MARGARET H MCCLAIN 1800 LETCHWORTH DR. CAMP HILL PA 170115933 US CAMP HILL PA 170115933 US Acct No:SD1005754 AcctType:Non-Qualified �s��,111��fi� _� ,.,, . ,' „ Ticker AssetTYPe Mgt Name. ` Quarltity Rric�(S) � Maitl�;f�) FIXED � � OTHER JOHN� � � 80,786.59 1.00 �� 30,786_59 HANCOCK LIFE INS CO (USA) Account Total: $30,786.59 InvestorTotal: $57,701.46 Incomplete if presented without accompanying disclosure pages Page 1 of 2 REV-1511 EX+(10-09) � pennsytvania SCHEDULE H ; DEPARTMENTOFREVENUE FUNERAL EXPENSES AND � INHERITANCETAXRETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Margaret H. McClain 21-14-0489 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A• FUNERAL EXPENSES: 1' Parthemore Funeral Home 11,796.46 2� Rolling Green Cemetery 1,830.00 3. Costco(pictures,food,refreshments,place settings for luncheon) 328.84 4� Giant Foods(platters for luncheon) 109.41 5• Staples(foam board for viewing) 16.52 s. Flinchy's(food for luncheon) 12.50 �� Wine&Spirits Shoppe(refreshments for viewing) 79.43 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Street Address City State ZIP Year(s)Commission Paid: z• Attorney Fees: 5,000.00 3• Family Exemption; (If decedent's address is not the same as claimant's,attach explanation.) 3,500.00 Claimant Patrick M. McClain Street Address 1800 Letchworth Drive Ciry_Camp Hill State PA ZIp 17011 Relationship of Claimant to Decedent S011 4• Probate Fees: 355.00 5• Accountant Fees: 6• Tax Return Preparer Fees: �� Cumberland County Register of Wills(filing fees:petition for hearing) 63.50 8• Cumberland County Register of Wills(filing fees:family settlement agreement) 20.00 9• The Patriot-News(legal publication) 277.46 �o� Cumberland Law Journal(legal publication) 75.00 ��� Lower Allen Township Fire Company(EMS contribution) 30.00 �2• Total expenses/costs listed on additional page 2,350.91 TOTAL(Also enter on Line 9, Recapitulation) � 25,845.03 If more space is needed,use additional sheets of paper of the same size. :� n, .. � ,� „�fi���,.� .�,�,����. �_ _ ESTATE OF MARGARET H. McCLAIN SCHEDULE "H" FUNERAL EXPENSES AND ADMINISTRATIVE COSTS 11. Lower Allen Township (sewer and water) $ 122.70 12. State Farm (homeowners' insurance) 513.00 13. Internal Revenue Service (2013 income tax) 150.94 14. Kurt Eby (appraisal) 400.00 15. Bonnie Miller(property taxes) 1,164.27 Total Expenses and Costs: $ 2,350.91 PREMI�R CHECKING*3279 -- Check#585 https://wwi�.ibpabanker.com/tob/live/usp-core/sdp/com.diginsite.pro... �����n�;� � �,� ������ ���.� . �-.5�.� t���t-� - '`� .�r,��' �..�.�'�,��'�'��c,r��,-,��,.��_�_____� ��l� �'��,�� � �"�t�',��.�'�r�d�v,�r� �r���'�'�t�E�v.S��r�� � +�� �orta+� L� �� , t���irEtmi� � . , a � as '• � , � � �'���'�. ,. --J -��� ��(7 � �3i8?8��: L�12Di0 � 32?5���'0585 � _ 4 ' � � • ����ti��� :ao} ����I� ��y��� � ���iCTC� Bu_r.f�a�� � � ��������������������������� � ����� � . z � •�. � � � '1 7/9/2014 9:40 AM PREIvIIER CHECKING*3279 — Check#584 https:l/www.ibpabanker.com/tob/livetusp-core/sdp/com.diginsite.pro... . �*� .�.cf1�i+'rJ�..,��t.���"�i�tfr� �f.-�fr: ,�C��r l[J��'�fs�'rI$J� �r�t.tJf '�# &rl6?S'3'.3 �r��i�;.�.'� �7tT�!c���'�' en�ws,� � �t�� � ��C �'��' � F��ilir�g �rt��er� ��m���� � ... � . �-�.�' -�-�---�-�--�------ �--._ J �'�'��.� :���f , ��. . 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' � '� �� �ftctrs �{ �•�%��� � � s�� � � , � i '�}��'�+--� ��r���r�„ � �',�r..r.�.�,,.� . ; � � �ar^C�����1 ,��'-1 c:� . 5 ���� �* � � �:0313 i��287�: � 20 �a i3 '79��'�6 23 � �_;>-: � - - � .' -. . 1�� : � .� . .�:, � ;` o , � �.�. . � . - . .; c� r� - . � � . , : : � � . . ;; � � � _ . ,. � , � � � � � � `�. . - . : c�- . . - . � _ . � � • � �:� w � ; � �. _ '' . . E - ' f� ' ` � • . . • .. � � �' �L J�LI .. . . � � � � � . ' I � 1�° . . ; —S —�-� . � � '�•, � : ' j. � � . . I . . . ., {� V . . � .� � .� - :i' � . ' . � . s ._ � ' '1� r+� �(�e�� C��p�YL� ��t�d-� . �,�'�-�'/-�S �.� �. r� J�� . 4 � of 1 7/9/2014 9:28 AM ' RECEIPT FOR PAYMENT ------------------- ------------------- LISA M. GRAYSON, ESQ. Receipt Date : 7/02/2014 Cumberland County - Register Of Wills Receipt Time: 13 : 58 : 34 One Courthouse Square Receipt No. : 1078461 Carlisle, PA 17613 MCCLAIN MARGARET H Estate File No. : 2014-00489 Paid By Remarks : PATRICK M MCCLAIN WZ ------------------------ Receipt Distribution ------------------------ Fee/Tax Description Payment Amount Payee Name PETITION LTRS TEST 260 . 00 CUMBERLAND COUNTY GENERAL FUN WILL 15 . 00 CUMBERLAND COUNTY GENERAL FUN SHORT CERTIFICATE 50 . 00 CUMBERLAND COUNTY GENERAL FUN INH TAX RETURN 15 . 00 CUMBERLAND COUNTY GENERAL FUN INVENTORY 15 . 00 CUMBERLAND COUNTY GENERAL FUN ---------------- Check# 626 $355 . 00 Total Received. . . . . . . $355 . 00 � RECEIPT FOR PAYMENT LISA M. GRAYSON, ESQ. Receipt Date : 5/19/2014 Cumberland County - Register Of Wills Receipt Time : 14 :23 :33 One Courthouse S quare Receipt No. : 1078059 Carlisle, PA 17613 MCCLAIN MARGARET H Estate File No. : 2014-00489 --- Paid By Remarks : LUTHER E MILSPAW JR CJ ------------------------ Receipt Distribution ------- ----------------- Fee/Tax Description Payment Amount Payee Name PETITIONS 15 . 00 CUMBERLAND COUNTY GENERAL FUN JCS FEE 23 . 50 BUREAU OF RECEIPTS & CNTR M.D AUTOMATION FEE 5 . 00 CUMBERLAND COUNTY GENERAL FUN CITATION 20 . 00 CUMBERLAND COUNTY GENERAL FUN ---------------- Check## 5401 $63 . 50 Total Received. . . . . . . . . $63 . 50 �he Pafriot-News Co. ♦ 2020 Technology Pkwy � � ��O ,�,,, ��tt� Y Suite 300 W Mechanicsburg, PA 17050 iVow you know Inquiries - 717-255-8213 LAW OFFICE OF LUTHER E MILSPAW, JR 130 STATE STREET HARRISBURG PA 17101 STATE M E N T ALL CHARGES ARE NET CCT# NAME AD ORDER# DATE EDITION ADDTL.INFO TYPE OF CHARGE AMOUNT �5537 LAW OFFICE OF LUTHER E MILSPA� 0002306916 07/22/14 XXX BASIC AD CHARGE 'S537 LAW OFFICE OF LUTHER E MILSPA� 0002306916 07/29/14 XXX $90�82 'S537 LAW OFFICE OF LUTHER E MILSPA6 0002306916 08/05/14 XXX BASIC AD CHARGE $gp,82 BASIC AD CHARGE $gp,gp AFFIDAVIT CHARGE $5.00 TOTAL: $277.46 This is not an invoice. Please do not remit payment from this Statement. An invoice will be generated at the end of the month. --Thank you. NOTE: This Statement replaces the Order Confirmation which we previously sent with Proofs of Publication , �J����D c�G�� ���� , � ' ,'�! �P,�.�,p,�o� CUMBERLAND LAW JOURNAL 32 SOUTH BEDFORD STREET CARLiSLE, PA 17013 Tele: (717)249-3166 Fax:(71�249-2663 August 1, 2014 Cumberland Law Journal is published every Friday by the Cumberland County Bar Association and is designated by the Court of Common Pleas as the official legal publication for Cumberland County and the legal newspaper for publication of legal notices. TO: Luther E. Milspaw, Jr., Esquire RE: Margaret H. McClain Estate Legal advertisements must be received by Friday Noon. All legal advertising must be paid in advance. Make all checks payable to: Cumberland Law Journal. Advertisement inserted on the following dates: July 18, July 25 and August 1, 2014 Advertising Cost $ 75.00 Proof of Publication $ 0.00 Second Proof Request $ 0.00 Payment received $ 0 .00 Total Amount Due $ 75.00 Payment received by PRENII�R CHECKING*3279 — Check#586 https://www.ibpabanker.com/tob/livelus -core/sd /com.di , P p ginsite.pro... �'14Ca+�r�+f��GC7�+'�t�+�' ��� ����� � Ap-t�TBl818 ��'1���'�f�f��,�cY � . !r �lwuYEh3 . . �lei'�+ f ����1 � � . Dkai�C ��� � } j� �C{' �+': ,ya — ,—�t --� dJe`C�L�'Q�`OLf � �'Il xl,� f 1� � � I W �i.J. a J., �'!�r,+�i�s� d�.�' +R•'1.rf'f' o� �rr �*j]pjJ�'�'S +� �:t:u Of M� �+ .� ���i�r S t � `� ��� � . � .� � � ,� ,•� �tu+�v.r�� 7� ,�'t1-!� ���'T,s�"'�r ''--=.�L' '���»---�..:.._-�....."�" �:a3L � L8�B��: � �0 �� 1� ��q����S�6 � �� F+�R DEP�3StT�NLY �� �USQUEHANNA 1fA,LtE���CU �� TELI�LF�� 5150�� �� �f��1�Q�'I� ,,,�4,ti�4 1�:13:d-� �� �� �� � ,.;1 �;`� �,,;;.; ,��! 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' �Ca��ir'Ff�l� � 4�WY Y ���yr�—� _ ���'R�����fY�� � , • �����w� ,�.VI �y�,�,�,.�' . . . • :, � a N l� �"�'Y'�dtlkl�D7�11 /1� • L�� ,�+� � �' ". �p�j�r��'fi'�' �'hJ� '��' �' ��} � �? � � C� � � �� �:a3 �� �� ?� ��: � 2G �C1k3� � 751�i"Q62�4 � „ � ---- —..__. _ t� --- ��.�.s;�}��'�'°t�fl�dttli�,t7�'t7�.� �- - � - - - --�-•---r-�---. �7 ...,�_ .... �--..,.._ .. __.. _ _ _ .�,-. .----�— ._.� � .. � � � m � � . � � . � � � � � � � .�t� �+ ����n�~ \.:'�' �, ��' � ' �-� � �; � `��- ��;� ; ;.,,,�., ,-��,. , „�- 1 __ 7/9/2014 925 AM � �REV-1512 EX+(12-08) i `v pennsylvania SCHEDULE I . " DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX REfURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF Margaret H. McClain FILE NUMBER Report debts mcurred by the decedent prior to death that remamed unpaid at the date of death,including n e mba ed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1' Alert Pharmacy Services, Inc.(prescriptions) 46.03 2. PPL(electric bills) 157.43 3. UGI(gas bills) 491.85 4. Care Credit(hearing aids) 1,100.00 TOTAL(Also enter on Line 10, Recapitulation) $ 1,795.31 If more space is needed,insert additional sheets of the same size. _ _,�.m�,.. PREMIER CHECKING*3279 — Check#587 https://www.ibpabanker.com/tob/live/usp-core/sdp/com.diginsite.pro... � ' -•A •�CY•�' �� � � t � �.�x..Fr�ri'1��.�.,�.t"'�t��� � r��N�_��.�a� �� � J��� frrt.�.�'r'�.� f�l��+`-¢y�xb�' �ata���ia �xnGH 3 _ � �``..��'���.� w ; � �r� t��'�� � �,? � � �� � - r� � - .--.. � � -- �s� �'�•�� �.,� � � �. _..... . .__ - -_ �� �. a�� ; � t�+� crarp kar,w�t7Q7 i �+�'��4�+�.+--�} ��"'�"' > � a Y ■ � . ��rk�c�'c�sr�-.���,�'� �`�����,L--- �`��� �4�,4,._, ,- � �:C� 3 � � i8 �B `��� CJ �I� �0132?9�►'�58 '� 1�}ra y' •.-�' � �Lf 1 rry� �sv �u�. r. r. !! r� �1 �1 �1 �� V LI � "O 'v . rF;S �;. W r'T r.7 r. m o�� .. _. ,. _ �' �,w �i .. _ —.. . . :i-�; .,� ... � . . - ' — . . � � x�f �. . — . • � . '.f+ . � i4 1 r. �x �,i ' 1:4 .� �� � 1 7/9/2014 9•�5 a r,r . � J REV-1513 EX+(01-10) � pennsylvania SCHEDULE � � DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BE N EFICIARIES RESIDENT DECEDENT ESTATE OP: Mar aret H. McClain FILE NUMBER: 21-14-0489 NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY RELATIONSHIP TO DECEDENT AMOUNT OR SHARE I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under po Not List Trustee(s) OF ESTATE Sec.9116(a)(1.2).] 1• Patrick M.McClain, 1800 Letchworth Drive,Camp Hill,PA 17011 Son 50% 2. Michele M.Whapeles,317 Mountain Road Dillsburg,PA 17019 Daughter 50% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN; 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II— ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET, $ If more space is needed,use additional sheets of paper of the same size. _.. �� LUTHER E. MILSPAW, Jr. ATTORNEY AT LAW 130 STATE STREET HARRISBURG,PA 17101 LUTHER E.MILSPAW,Jr.,Esquire Phone (717)236-3141 Facsimile(717)236-0791 Luth erm i Ispaw@m i Ispawlawtirm.com Tara L.Swartz,CRP,Pa.C.P. Tswartz@milspawlawfirm.com September 8, 2014 Lisa Grayson, Register of Wills Court of Common Pleas of Cumberland County One Courthouse Square Carlisle, PA 17013-3387 Re: Estate of Margaret H. McClain Estate No. 21-14-00489 Dear Ms. Grayson: Enclosed please find two (2) original and three (3) copies of the Pennsylvania lnheritance Ta�c Return, as well as an original and three (3) copies of an Inventory to be filed in your office in relation to the above-referenced estate. Kindly file the originals, time-stamp the copies and return same to me in the enclosed self-addressed, stamped envelopes. Thank you. 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