HomeMy WebLinkAbout02-0693
Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
No2J-02- (OQ3
Estate of Lillian D. Gleim
also known as
, Deceased
Social Security No. 204-28-0128
Lisa K. Kitner and Doris E. Jackson
Petitioner(s), who is/are 18 years of age or older. apply(ies) for:
(COMPLETE "A" OR "B" BELOW:)
GJ
A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut rices
Decedent, dated 11/9/1992 and cOdicil(s) dated not applicable
named in the Last Will of the
State relevant circumstances, e.g" renunciation, death of executor, ete
Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered
for probate; was not the victim of a killing and was never adjudicated incapacitated:
o
B. Grant of Letters of Administration
(c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse
(if any) and heirs:
I
Name
Relationship
Residence
I
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal
residence at 444 South Fayette Street, ShippensburQ, PA 17257
(list street, number and municipality)
Decedent, then 67 years of age, died July 20, 2002 , _ , at 11 Mainsville Road, ShippensburQ, PA
(Location)
Decedent at death owned property with estimated values as follows:
(if domiciled in PAl All personal property "
(if not domiciled in PAl Personal property in Pennsylvania.
(If not domiciled in PA) Personal property in County.
Value of real estate in Pennsylvania
Total.
$
$
$
$
$
350,000.00
85,000.00
435,000.00
Real Estate situated as follows:
Continued on a Separate Page
Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in
the appropriate form to the undersigned:
Signature
Typed or printed name and residence
I
Lisa K. Kitne Three Water Street Newbur
Doris E. Jackson 18 M::mt orne Avenue Shi
RW-7
II-lq-4
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent,
Petitioner(s) will well and truly administer the estate according to law.
Sworn to and affirmed and subscribed
before me this
1st
Auaust. 2002
-~If",ILVI.('J().
C IS
day of
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Estate of Lillian D. Gleim
DECREE OF REGISTER
also known as
Deceased
No. 2 \ - 0 2 - toC{.?,
Social Security No: 204-28-0128
Date of Death: 7/20/2002
AND NOW, IUJGMST 5. 2002 , in consideration of the Petition
on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters ~ Testamentary 0 of Administration
are hereby granted to Lisa K. Kitner and Doris E. Jackson
(c.t.a., d.b.n.c.t.; pendente lite; durante absentia; durante minorilate)
in the above estate and that the instrument(s), if any, dated November 9,1992
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters ..
Short Certificate(s) ...............
Renunciation ...............
Affidavit ( ) ............
Extra Pages ( )....
Codicil............
JCP Fee .............
Inventory & Tax Forms
Other
TOTAL ...
$ 340.00
$ 15.00
$
$
$ 15.00
$
$
$
$
5.00
......$
375.00
RW-7A
mailed to atty 8-5-2002
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Attorney: J~I~er, ~s .
1.0. No: 17516
Address: 14 North Main Street, Suite 200
ChambersburQ, PA 17201
Telephone: 717-264-6029
DATE FILED: 8-5-2002
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This is (0 certify that rhe informarion here given is correctly copied from an original certificare of dearh duly filed with me as
Local Registrar. The original certiflcar(' will he f~)rw;lrded (0 rhe Stare Viral Records Office for permanent tiling. .
WARNING; It is illegal to duplicate this copy by photostat or photo
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COMMONWEALTH Of PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
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JRZ:cb - November 4, 1992
LAST WILL AND TESTAMENT
2.1 -02 -to"\3
I,
Lillian D.
of 444 South Fayette Street,
Gleim,
Shippensburg, Cumberland County, Pennsylvania, being of sound and
disposing mind, memory and understanding, do hereby declare this
to be my will, hereby revoking any and all former wills and
codicils thereto by me heretofore made.
FIRST
I direct that all my just debts and funeral expenses,
including all expenses of my last illness, shall be paid from my
estate as soon as practicable after my decease as a part of the
expense of the administration of my estate.
SECOND
I give and bequeath my real estate situate at 444 South
Fayette Street, Shippensburg, Pennsylvania, to my sister, Ellen
Gleim McBride, providing she survives me by thirty days. In the
event my said sister predeceases me or dies on or before the
thirtieth day following my death, I give said real estate to my
brother, Alfred Gleim.
Page 1
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THIRD
I give my paintings which were done by my father, Fritz Gleim,
to be divided equally between my sister, Ellen Gleim McBride, and
my brother, Alfred Gleim, as they see fit. If both my brother and
sister predecease me, then said paintings shall be divided equally
between my nieces, Lisa K. Kitner, Doris E. Jackson, and Annette
E. Ocker. In the event my nieces cannot agree on the distribution
of said paintings, the same shall be distributed by drawing lots.
FOURTH
I give, devise and bequeath the residue of my estate of every
nature and wherever situate to my nieces and nephew, namely Lisa
K. Kitner, Doris E. Jackson, Annette E. Ocker, and Thomas c. 1-
McBride, in equal shares, provided that the share of any
beneficiary who predeceases me or dies on or before the thirtieth
day following my death shall be distributed to my other then-
living nieces or nephew living on the thirty-first day following
my death.
Any distribution to be made to my nephew, Thomas C.
McBride, shall not be distributed outright, but shall be held in
trust under the terms of Paragraph Fifth herein.
FIFTH
I constitute and appoint Lisa K. Kitner as trustee of any
property which passes either under this will or otherwise to my
nephew, Thomas C. McBride. In the event Lisa K. Kitner predecease
me or fails to qualify as trustee, I appoint Doris E. Jackson as
Page 2
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trustee of any property which passes either under this will or
otherwise to a minor.
said trustee shall in the trustee's sole
discretion and without order of court, use principal as well as
income from time to time as may appear to be necessary for the
beneficiary's welfare, comfort, medical care, recreation, support
and education,
during the beneficiary's lifetime,
without
responsibility to the beneficiary or to any person taking care of
the beneficiary. Upon the death of the beneficiary said trustee
is authorized in the trustee's discretion to pay part or all of his
funeral expenses and the remaining balance in the hands of said
trustee shall be distributed to my remaining nieces living at the
time of Thomas McBride's death. In the event the funds held by the
trustee for the beneficiary are reduced to $1,000.00 or less, said
funds shall be given to Thomas McBride outright.
SIXTH
Any fiduciary under this will shall have the following powers
in addition to those vested in them by law and by other provisions
of my will applicable to all property whether principal or income,
including property held for minors, exercisable without Court
approval, and effective until actual distribution of all property:
A. To retain any and all of the assets of my estate, real
or personal, without regard to any principle of
diversification of risk.
B. To invest in all forms of property including stock,
common trust funds and mortgage investment funds without
Page 3
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restriction to investments authorized for Pennsylvania
fiduciaries as they deem proper, without regard to any
principle of diversification of 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 sales, 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 compromise any claim or controversy.
F. To distribute in cash or in kind or partly in each.
G.
To hold property in their names without designation of
any fiduciary capacity or in the name of a nominee or
unregistered.
SEVENTH
The interest of the beneficiaries hereunder shall not be
subject to anticipation or to voluntary or involuntary alienation;
and the principal and income shall be paid by the trustee or
guardian direct to or for the use of the beneficiary entitled
thereto, without regard to any assignment, order, attachment or
claim whatever.
EIGHTH
I direct that all taxes that may be assessed in consequence
Page 4
of my death of whatever nature and by whatever jurisdiction
imposed, shall be paid from my residuary estate as a part of the
expense of the administration of my estate.
NINTH
I appoint Lisa K. Kitner and Doris E. Jackson, as co-
executrices of this my will.
TENTH
No bond shall be required of any fiduciary hereunder in any
jurisdiction.
IN WITNESS WHEREOF, I hereunto set my hand and seal to this
my last will and testament, consisting of six typewritten pages,
the first four of which bear my signature in the margin for the
purpose of
Ah'/f7-WI hpA.J
.
identification
this
rt..
_2___
day
of
, 19~.
--I ~ j) _ft--P",,~~
(SEAL)
Signed, sealed, published and declared by the above-named
testatrix, as and for her last will and testament in our presence,
who in her presence, at her request and in the presence of each
other have hereunto set our hands as attesting witnesses.
yL0<ifFLja j."esiding at /.5:n-'u4~~.~~ ~<16C'/2,
Page 5
~4& hr. kv<
residing at ,:;:2o#: It"".. 5-1-.)s4~~J-~/;JI/A
, 1-' "l.,.;J- ;
and
L IW!r~ Lillian D. Gleim,
\ em JJ. .Yr~ the
witnesses,
respectively, whose names are signed to the attached or foregoing
instrument, being first duly sworn do hereby declare to the
undersigned authority that the testatrix signed and executed the
instrument as her last will and that she had signed willingly (or
directed another to sign for her), and that she executed it as her
free and voluntary act for the purposes therein expressed, and that
each of the witnesses, in the presence and hearing of the testatrix
signed the will as witnesses and to the best of their knowledge,
the testatrix was at that time eighteen years of age or older, of
sound mind and under no constraint or undue influence.
7I~ j) ~~,
Testatrix
9~LY?Jf/L~~
Wl.tness
{/dL~/k. k.~
Witness
Notarial Seal
Ja<quellne L. Drawbaugh, Notary PublIc
Sh!ppen<..butg Boro, Cumberland County
My Commission Exp!resAug. 14, 1995
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Frankli,-County
lii;t(!te of Lillian D. Gleim
CERTIFICATION OF NOTICE UNDER RULE 5.6tal
Name of Decedent: Lillian D. Gleim
Date of Death: 7/20/2002
Will No. 2002-00693
Admin. No. 21-02-0693
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphan's Court Rules w
served on or mailed to the following beneficiaries of the above-captioned estate on 8/20/2002
Name Add ress
Alfred C. Gleim 417 E. Pall Mall Street
Winchester VA 22601-51:
Ellen H. McBride 11 Mainsville Road
Shiooensbura PA 17257
Doris E. Jackson 18 Montgomery Avenue
Shiooensbura PA 17257
Lisa K. Kitner 3 S. Water Street, P.O Box 123
Newbura PA 17240-01:
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
no exceptions
Date: 8/20/2002
Signature Joel R. Zullinger
Name: 9~~ If, ?~
Address: 14 North Main Str~uite 200
Chambersbura PA 17201
Telephone(264) - 6029
Capacity:
x
Personal Representative
Counsel for Personal
Representative
'"
-
Lillian D. Gleim
Continuation of Certification of Notice Under Rule 5.6(a)
Page 1
Names and addresses
7/20/201
Name
Annette E. Ocker
Address
217 Jumper Road
Newbur~
PA
17240
.
LAW OFFICES OF
ZULLINGER - DAVIS
PROFESSIONAL CORPORATION
JOEL R. ZULLINGER
14 North Main Street
Suite 200
Chambersburg , P A 17201
717-264-6029
Fax: 717-264-1884
zulngrlawuvcvn.net
Dale F. Shughart, Jr.
of counsel
HAMILTON C. DAVIS
20 East Burd Street, Suite 6
P.O. Box 40
Shippensburg, P A 17257
717-532-5713
Fax: 7]7-530-5222
davish{@cvn.net
October 16,2002
OC).- (0'13
Mary C. Lewis, Register
Cumberland County Courthouse
Carlisle, PA 17013
Dear Ms. Lewis:
RE: Estate of Lillian D. Gleim
Enclosed is check from the above estate payable to Register of Wills, Agent, in the
amount of $46,486.54, representing prepayment on the Pennsylvania Inheritance Tax. The
estimate is based on a taxable estate of $399,267.05, of which $365,228.58 is taxable at 12% or
$43,827.43, and $34,038.47 taxable at 15% or $5,105.77, for a total tax of $48,933.20 less 5%
discount of $2,446.66, for a total estimated payment of $46,486.54. Thank you.
~~~
Encl.
Joel R. Zullinger
14 North Main St., Suite 200
Chambersburg, PA 17201
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Mary C, Lewis, Register
Cumberland County Courthouse
Carlisle, PA 17013
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1...111",111."",11,.11,1.,1,1/,,,1/,,11,,,1/,,,/1,,,1.1,,11,/,/"/,/,,/,,,11
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
REV.1162 EX(1 1 -96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ZULLlNGER JOEL R
14 NORTH MAIN STREET,SUITE 200
CHAMBERSBURG, PA 17201
uuuu fold
ESTATE INFORMATION: SSN: 204-28-0128
FILE NUMBER: 2102-0693
DECEDENT NAME: GLEIM LILLIAN 0
DATE OF PAYMENT: 10/21/2002
POSTMARK DATE: 10/18/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 07/20/2002
NO. CD 001753
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $46,486.54
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TOTAL AMOUNT PAID:
REMARKS: JOEL R ZULLlNGER ESQUIRE
CHECK#109
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$46,486.54
MARY C. LEWIS
REGISTER OF WILLS
.
LAW OFFICES OF
ZULLINGER - DAVIS
PROFESSIONAL CORPORATION
JOEL R. ZULLlNGER
14 North Main Street
Suite 200
Chambersburg , P A 17201
717-264-6029
Fax: 717-264-1884
zulngrlaw@earthlink.net
Dale F. Shughart, Jr.
of counsel
HAMILTON C. DAVIS
20 East Burd Street, Suite 6
P.O. Box 40
Shippensburg, P A 17257
717-532-5713
Fax: 717-530-5222
davislaw(@suoemet.com
December 23, 2002
Register of Wills
Cumberland County Courthouse
Carlisle, P A 17013
Dear Ms. Lewis:
RE: Estate of Lillian D. Gleim
Enclosed for filing in your office is an original and one copy of the P A Inheritance Tax
Return and one copy of the Inventory. Also enclosed are the following checks: $338.70 for
balance of tax due and $28.00 for filing fee. Thank you.
Very rruIy Y01f
. Zullinger
Encls.
REV_ISOO EX + (6-,f!l)
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128.0601
DECEDENT'S NAME (LAST, FIRSl AND MIDDLE INITIAL)
Gleim Lillian D.
DATE OF DEATH (MM-DD-Year)
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DATE OF BIRTH (MM-DD-Year)
07/20/2002 12/09/1934
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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lXJ 1, Original Return
o 4. LImited Estate
[R] 6. Decedent Died Testate {A\\acll COP1 01 Will)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date of death after 12-12-B2)
o 7. Decedent Maintained a Uving Trust (Attach COP1 ofTrust)
o 10. Spousal Poverty Credit (date of death betweell12-:11-91 amI1-1-95)
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OFF!CIAL USE O,'JLY
/7- 79- <{
FILE NUMBER
21-020693
COUNTY"'COOE ---YEA~ - - iMiiBER- -
SOCIAL SECURITY NUMBER
2 04- 2 8 - 0 1 2 8
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
03. Remainder Return (dateofdeathpriorrn12.1J.B2\
o 5. Federal Estate Tax Return Required
Q.. 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (AltachSChO)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIFlECTEDTO,
NAME COMPLETE MAILING ADDRESS
Joel R Zullin er 14 North Main Street, Suite fOO
FIRM NAME (If Applicable)
Zullin er Davis P.C.
TELEPHONE NUMBER
717264-6029 Chambersbur PA 17201
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1. Real Estate (Schedule A) (1)
2. Slacks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Noles Receivable (Schedule D) (4)
5. Cash, Bank. Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Ownetl Property (Schedule F) (6)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule J) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (line 8 minus line 11)
13. Charitable and GOl/emmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
z
o
i=
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l-
ii:
<(
(.)
w
a::
(8)
14. Net Value Subject to Tax (line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
z
o
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I-
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0-
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o
(.)
><
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Une 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Une 14 taxable at collateral rate
19. Tax Due
89,500.00
1.522.56
OFFICIAL USE ONLY
53,479.90
2,501.22
273 ,227 .36
420,231.04
17,926.84
779.15
I
(11)
(12)
(13)
18,705.99
401 ,525.05
000
(14)
401 ,525.05
X _(15)
X _(16)
X .12 (17) 43,82743
X .15 (18) 5,44447
(19) 49,271.90
365,228.58
36,29647
20 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
:> > : BE SURE TO ANSWER ALL QUESTIONS ON REVERSE' SIDE AND RECHECK MATH < <
,
Decedent's Complete Address:
STff:ET ADDRESS 444 South Fayette Street
CITY I STATE I ZIP
Shippensburg PA 17257
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
46486.54
2 446.66
Total Credits (A + 8 +C)
(2)
3. InteresUPenalty if applicable
D.lnterest
E. Penalty
T olallnteresUPenalty ( D + E ) (3)
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 relund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
8. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
49,27190
48,933.20
338.70
338.70
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred; ................... .,........
b. retain the right to designate who shalt use the property transferred or its income; ...
c. retain a reversionary interest; or ....... .......,............... ................
d. receive the promise for life of either payments, benefits or care? ............ ....
2. if death occurred after December 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
contains a beneficiary designation? .. ... ..........,....... .. ..................hu. .. ...... ..................
Yes
uO
uUu" 0
o
uUu... 0
o
o
u..u !Xl
No
!Xl
00
!Xl
!Xl
!Xl
!Xl
o
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 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.
Oecl:..ration of pre parer other than the personal representative is based on all information of which preparer has any kncwletige
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN OAT
I.
ADDRESS
PA
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers 10 or for the use of the surviving spouse is 3%
[72 P.S. 99116 (a) (1.1) (i)).
For dates of death on or after January 1, 1995, the tax rale imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)].
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are stlH 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 0% [72 P.S. 99116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's Iineai beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)).
The tax rate imposed on the net value of transfers to odor the use of the decedent's siblings is 12% [72 P.S. 99116(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.
""'":CH'''''.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RE 10 TO EOENT
ESTATE OF FILE NUMBER
Gleim Lillian D. 21 02 0693
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 which is jointly-owned with
right of
survivorshio must be disclosed on Schedule F.
SCHEDULE A
REAL ESTATE
ITEM
NUMBER
1.
DESCRIPTION
Tract of real estate, together with improvements thereon, situate at 444 South Fayette SI.,
Shippensburg, Cumberland County, PA, appraised by Ausherman Bros. Real Estate,
with copy attached
VALUE AT DATE
OF DEATH
89,500.00
TOTAL (Also enler on line 1, Recapilulalion) $
(If more space is needed, Insert additional sheets of the same sjze)
89 500.00
"''':'''''9C)'.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIO<.-NT DE~EDENr
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Gleim Lillian D.
All property jointly-owned with right of survivorship must be disclosed Oil Schedule F.
FILE NUMBER
21 02
0693
ITEM
NUMBER
1.
DESCRIPTION
U.S. Series EE Savings Bonds shown on attached inventory
VALUE AT DATE
OF DEATH
1,522.56
TOTAL (Also enter on line 2, Recapitulation) $
(If mOTe space is needed, insert additional sheets of the same size)
1 522.56
"me:"!,",,.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
EST ATE OF
Gleim Lillian D.
FILE NUMBER
21 02
0693
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
Checking Account #0067351778, Allfirst Bank
VALUE AT DATE
OF DEATH
12,28915
2,
IRA Account #87000202506001, Allfirst Bank, including interest accrued to date of death
5,87639
3.
1985 Toyota Camry, appraised by Fitzgerald Toyota, with copy attached
1,70000
4.
IRA Account #87000202506002, Allfirst Bank, including interest accrued to date of death
5,56514
5.
IRA Account #87000202506003, Allfirst Bank, including interest accrued to date of death
4,554.68
6.
IRA Account #87000202506004, Allfirst Bank, including interest accrued to date of death
4,472.69
7.
IRA Account #87000202506005, Allfirst Bank, including interest accrued to date of death
4,268.82
8.
IRA Account #87000202506006, Allfirst Bank, including interest accrued to date of death
12,495.03
9.
Personal Property appraised by Dennis L Gotshall, with copy attached
2,258.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, Insert additional sheets of the same size)
53479.90
RW':"'.""".
COMMONWEALTH OF PENNSYLVANIA
iNHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
Gleim Lillian D.
FILE NUMBER
21 02
0693
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A Ellen McBride
11 Mainsville Road
Shippensburg, PA 17257
sister
8
c
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %DF DATE OF DEATH
ITEM i=OR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT deedforjoinlly-held real estate. VALUE OF ASSET INTERESl DECEDENT'S lNlERES
1. A. 6/83 Certificate of Deposit #87008000426315, Allfirst Bank, 5,002.45 50. 2,501.22
including interest accrued to date of death
TOTAL (Also enter on line 6, Recapitulation) $ 2501.22
T
(If more space is needed, insert add/Ilonal sheets of the same size)
''':'''',.(''''.
COMMONWEALTH OF PENNSYLVANIA
INHERlTANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
Gleim Lillian D.
FilE NUMBER
21 02
0693
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY %OF
ITEM INCLUDE TI-JE NAME CFTHE rRANSFEREE,nrE1RRELATION$HIPTODECEOENTA NDTHEQATE:OFTRANB.n::R DATE DF DEATH DECD'S EXCLUSION TAXABLE VALUE
NUMBER ATTACH A COPY OF THE DEED FOR REAl. ESTATE VALUE OF ASSET INTEREST (IF APPLICABLE)
1. IRA Account #68316000, Farmers and Merchants Trust 273,227.36 100. 273,227.36
Company, beneficiary, Ellen H. Gleim, now Ellen McBride,
decedent's sister
0.00
000
0.00
0.00
000
0.00
I
TOTAl (Also enter on line 7, Recapitulation) $ 273,227.36
(If more space is needed, Insert additional sheets of the same size)
u:"""..
COMMONWEALTH OF PENNSYL'lNJIA
INHERiTANCE TAX RETURN
RESIDENT DECEDEN1
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Gleim, Lillian D,
FILE NUMBER
21
02
0693
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A, FUNERAL EXPENSES:
1 Fogelsanger-Bricker Funeral Home, funeral expenses 7,57980
B, ADMINISTRATIVE COSTS:
1, Personal Representative's Commissions
Name of Personal Representative (5J
Social Security Number(s) I EIN Number of Personal Representa/ive(s)
Street Address
City State Zip
Year(s) Commission Paid:
2, Attorney Fees Joel R. Zullinger 9,50000
3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4, Probate Fees Mary C, Lewis, Register - probate 340,00; extra pages 15,00; short 403,00
certificates 15,00; JCP fee 5,00; filing return and inventory 28,00
5, Accountant's Fees
6, Tax Return Preparer's Fees
7, Penelec, utilities 22,73
8. Sprint, telephone service 36,33
9 Waste Management, refuse removal 59.98
10, Cumberland Law Journal, advertise letters 75.00
11, Ausherman Bros, Real Estate, appraisal of real estate 250.00
12, News-Chronicle, advertise letters
TOTAL (Also enter on line 9, Recapitulation) $ 17 926.84
(If more space IS needed, Illsert addItIonal sheets of the same size)
e",,:m'H"..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
Gleim Lillian D.
FILE NUMBER
21
02
0693
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
Sprint, telephone service due at death
36.05
2.
Penelec, utilities due at death
21.94
3.
Com cast, cable service due at death
3966
4.
Barry Negley, Tax Collector, 2002-03 school real estate taxes due at death
681.50
TOTAL (Also enleron line 10, Recapitulation) $
(If more space IS needed, Insert additional sheets of the same sIze)
779.15
REV~513EX"9~
COMMONWEALTH OF PENNSYL VANlA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
Gleim Lillian D. 21 02 0691
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [i!1clude outright spousal distributions, and transfers under
Sec. 9116 (a) (1.211
1. Ellen G. McBride sister real estate - 89,500.00,
11 Mainsville Road paintings sentimental
Shippensburg, PA 17257 value only;"
2. Alfred Gleim brother painti ngs-senti men tal
417 E. Pall Mall Street value only
Winchester, Virginia 22601-5139
3. Doris E Jackson niece one-third of residue
18 Montgomery Avenue
Shippensburg, PA 17257
4. Lisa K. Kitner niece one-third of residue
3 S. Water Street, PO. Box 123
Newburg, PA 17240-0123
5. Annette E. Ocker niece one-third of residue
217 Jumper Road
Newburg, PA 17240'
"I RA Acel. #68316000
$273,227.36;CD#426315
Allfirst $2,501.22
ENTER DOLLAR AMOUNTS FOR DiSTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS
A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX is NOT BEING MADE
1. 000
B. CHARITABLE AND GOVERNMENTAL DISTRI8UTIONS
1. 0.00
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 000
(it more space is needed, insert additional sheets of the same Size}
~
~
~
; '-.':.
I
JRZ:cb - November 4, 1992
LAST WILL AND TESTAMENT
21 -02 - loG3
I,
Lillian D.
street,
Gleim,
of
South
444
Fayette
Shippensburg, Cumberland County, Pennsylvania, being of sound and
disposing mind, memory and understanding, do hereby declare this
to be my will, hereby revoking any and all former wills and
codicils thereto by me heretofore made.
FIRST
I direct that all my just debts and funeral expenses,
including all expenses of my last illness, shall be paid from my
estate as soon as practicable after my decease as a part of the
expense of the administration of my estate.
SECOND
I give and bequeath my real estate situate at 444 South
Fayette Street, Shippensburg, Pennsylvania, to my sister, Ellen
Gleim McBride, providing she survives me by thirty days.
In the
event my said sister predeceases me or dies on or before the
thirtieth day fnl] cv.; ;-.g OY.". cl.eath, I give said real estate to mv
brother, Alfred Gleim.
Page 1
d
\
~
~
~
, "
THIRD
I give my paintings which were done by my father, Fritz Gleim,
to be divided equally between my sister, Ellen Gleim MCBride, and
my brother, Alfred Gleim, as they see fit. If both my brother and
sister predecease me, then said paintings shall be divided equally
between my nieces, Lisa K. Kitner, Doris E. Jackson, and Annette
E. Ocker. In the event my nieces cannot agree on the distribution
of said paintings, the same shall be distributed by drawing lots.
FOURTH
I give, devise and bequeath the residue of my estate of every
nature and wherever situate to my nieces and nephew, namely Lisa
K. Kitner, Doris E. Jackson, Annette E. Ocker, and Thomas C. (d"
MCBride,
in equal shares, provided that the share of any
beneficiary who predeceases me or dies on or before the thirtieth
day following my death shall be distributed to my other then-
living nieces or nephew living on the thirty-first day following
my death.
Any distribution to be made to my nephew, Thomas C.
McBride, shall not be distributed outright, but shall be held in
trust under the terms of Paragraph Fifth herein.
FIFTH
I constitute and appoint Lisa K. Kitner as trustee of any
property which passes either under this will or otherwise to my
nephew, Thomas C. McBride. In the event Lisa K. Kitner predecease
me or fails to qualify as trustee, I appoint Doris E. Jackson as
Page 2
~
~
~
,x
I \~
trustee of any property which passes either under this will or
otherwise to a minor.
Said trustee shall in the trustee's sole
discretion and without order of court, use principal as well as
income from time to time as may appear to be necessary for the
beneficiary's welfare, comfort, medical care, recreation, support
and
education,
during the beneficiary's
lifetime,
without
responsibility to the beneficiary or to any person taking care of
the beneficiary.
Upon the death of the beneficiary said trustee
is authorized in the trustee's discretion to pay part or all of his
funeral expenses and the remaining balance in the hands of said
trustee shall be distributed to my remaining nieces living at the
time of Thomas McBride's death. In the event the funds held by the
trustee for the beneficiary are reduced to $1,000.00 or less, said
funds shall be given to Thomas McBride outright.
SIXTH
Any fiduciary under this will shall have the following powers
in addition to those vested in them by law and by other provisions
of my will applicable to all property whether principal or income,
including property held for minors, exercisable without Court
';.;:)r:-:':'!_"~-?J and effective until actual dist~ib~"!": :.:--~~ ::) ( ~~ :,_.:-:.,~~,,)perty:
A. To retain any and all of the assets of my estate, real
or personal,
without regard to any principle of
diversification of risk.
B. To invest in all forms of property including stock,
common trust funds and mortgage investment funds without
Page 3
~
~,
~
~
restriction to investments authorized for Pennsylvania
fiduciaries as they deem proper, without regard to any
principle of diversification of 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 sales, 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 compromise any claim or controversy.
F. To distribute in cash or in kind or partly in each.
G.
To hold property in their names without designation of
any fiduciary capacity or in the name of a nominee or
unregistered.
SEVENTH
The interest of the beneficiaries hereunder shall not be
subject to anticipation or to voluntary or involuntary alienation;
and the principal and income shall be paid by the trustee or
guardian direct to or for th'O u,-'" -'0': ::he ",_,,,.;>ficiary entitled
thereto, without regard to any assignment, order, attachment or
claim whatever.
EIGHTH
I direct that all taxes that may be assessed in consequence
Page 4
of my death of whatever nature and by whatever jurisdiction
imposed, shall be paid from my residuary estate as a part of the
expense of the administration of my estate.
NINTH
I appoint Lisa K. Kitner and Doris E. Jackson, as co-
executrices of this my will.
TENTH
No bond shall be required of any fiduciary hereunder in any
jurisdiction.
IN WITNESS WHEREOF, I hereunto set my hand and seal to this
my last will and testament, consisting of six typewritten pages,
the first four of which bear my signature in the margin for the
purpose of
/J,i/PWI tUA..}
identification
this
:tt-
_2___
day
, 19-U-.
~ ~ /J.6f#~~
(SEAL)
signed, sealed, published and declared by the above-named
testatrix, as and for her ~.~~~ ~.~~l ~~d testament i.n Qur presence;
who in her presence, at her request and in the presence of each
other have hereunto set our hands as attesting witnesses.
of
cr L 0! J'/ L;Jh< re.'d1"g ot HC''''ul.Z'u""'?",, ~''d,f2,
Page 5
//-- -- ~' L
v~e~L~_ ,1~ f-A,J--~
residing at?{)/./. (t, . . ,
\ - :...~
5f- ,.jA:.u,.Ij,..,~..z.it,./, /.~
) " / .:;1/'<-
I~I K 21l1iYry A 'nd' H
~lstatrix and It e witnesses,
\ Wf: Lillian D. Gleim,
\ ~ !tVI. )J. s;e(;~~
the
respectively, whose names are signed to the attached or foregoing
instrument, being first duly sworn do hereby declare to the
undersigned authority that the testatrix signed and executed the
instrument as her last will and that she had signed willingly (or
directed another to sign for her), and that she executed it as her
free and voluntary act for the purposes therein expressed, and that
each of the witnesses, in the presence and hearing of the testatrix
signed the will as witnesses and to the best of their knowledge,
the testatrix was at that time eighteen years of age or older, of
sound mind and under no constraint or undue influence.
-;/~ {) ~k.+M
Testatrix
9~~~J~/~d~
Wltness
V -dLrJ..//?:. ke{ "'-"
Witness
NotarialSe<lJ
Ja<:queIine L. Drav.baugh, Notary Pt.tJ/ic
Shppenshurg Bore, Cumre:-l.ard County
My CommisslJn Exp!resAug. 14. 1995
.
~O![oWeLE"tateof LUlianl.Glei~______ _ .________________ __________ __ .._____ _______ n file~Q___
P!Q{I!:rtyAil~ri"_444 So~th-"ayen,,$L _._____. _ ____ __________________
City_shijlpen_eburg________ __ ___ _.. .__.J&Jl.nty C;unlQerl""L____ ...___J?t,le_l'''--_______liJLGilQe1)'257_
Lender Estimate of Market Value
APPRAISAL AND REPORT IDENTIFICATION
This appraisal conforms to
X Complete Appraisal
Limited Appraisal
one of the following definitions:
(The act or process of estimating value, or an opinion of value, performed without invoking the Departure Rule.)
(The act or process of estimating value, or an opinion of value, performed under and resulting from invoking the
Departure Rule,)
This report is one of the following types:
Self Contained (A written report prepared under Standards Rule 2-2(a) of a Complete or Limited Appraisal performed under STANDARD 1.)
P<1 Summary (A written report prepared under Standards Rule 2-2(b) of a Complete or Limited Appraisal performed under STANDARD 1.)
, '
, I Restricted (A written reporf prepared under Standards Rule 2.2(c) of a Complete or limited Appraisal performed under STANDARD 1
for client use only.)
Comments on Standards Rule 2-3
I certify fhat, to the best of my knowledge and belief:
. The statements of fact contained in this report are true and correct
. The reported analyses, opinions, and conclusions are limited only by the reported assumptions and limiting conditions, and are my personal, Impartial, and unbiased
professional analyses, opinions and conclusions.
. I have no (or the specified) present or prospective interest in the property that is the subject of this report, and no (or the speCified) personal inferest with respect tu the
parties involved.
. I have no bias with respect to the property that is the subject of this report or the parties 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 sfipulated 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.
. t have lor have nof) made a personal inspection of the property that is the subject of this report.
. No one provided significant real property appraisal assistance to the person signing this certification. (If there are exceptions, the name of each individual providing significant
real property appraisal assistance must be stated.)
Comments on Appraisal and Report Identification
Note any departures from Standards Rules 1-3. 1-4, plus any USPAP-related issues requiring disclosure:
/.
.~==:====-==-===- 1/ -:========-= _____~-=....:--===__=_=:-_==____n
APPRAISER: ~J;r
//%1
~i~~~t:ur~i~-"_-./(//;.j.~;~~.:=--~.m..._.~,.-----....--------...
~~~e ~:~~J#.'~~~OOOI49'L =-=__n=.=======
or State Lie'ense #:- n - - . --- --------~- ------
State: f'_a..__._.._.__n_____~~n.____n..
Expirafion Date of Certification or License: 6/30/200:>'_
SUPERVISORY APPRAISER (only if required):
Signature:
Name.
-"----------- -.'---~---'-_.,,--..__.
Date Signed: _ __ __ __ __ _ ___ _
State Certification #:
orStafeLicense#'
State:
Expiration Date of Certification or license:
" I Did " Did Not Inspect Property
Ausherman Bros. Real Estate Inc.
Form 103 - "TOTAL for Windnws" appraisal software by a la mode, Inc. - t.800nALAMOOE
SUMMARY OF SALIENT FEATURES
Subject Address 444 South Fayette St
Legal Description Deed Book Vol 350 page 1169
City Shippensburg
County Cumberland
State Pa
Zip Code 17257
Census Tract 131.00
Map Reterence 36-35-2388-034
Sale Price
Date of Sale
$ N/A
Borrower/Client
Lender
Estate of UlIiam Gleim
Estimate of Market Value
Size (Square Feet) 1,558
Price per Square Foof $
Location Average
Age 50+-
Condition Average
Total Rooms 6
Bedrooms 4
Baths
Appraiser
Date at Appraised Value
Tim L.Ausherman GAA
7-20-2002
Final Eslimate at Value
$ B9,500
Form 550 - "TOTAL for Windows" appraisal software by a la mode. inc. -1-800-ALAMODE
Aushe"nan Bros. Real Estate Inc.
UNIFORM RESIDENTIAL APPRAISAL REPORT FileNo.
.. _City_S.hl=rls~~r~...___.._ State]'". ZIPc.o~eJ72~7..
.Legal DeschptiQn.. [)eed.B09L\lql..J.S.Q.p~'U J{)!J...____ ___ ._..Co~njyCurT1berland.
_Am~QU Par"I.No.36:35:23{).B:Q;3'L_ ___.__...___._.lill\1~aL2092__. BJ~ Tax~.ll2' .Qg______'peJ;ial.\>sesslnejltsJ 9,00...___
Borrower Estate of Lilliam Gleim Current Owner Estate of Lilliam Gliem Occu ant: -- Owner I; Tenant i I Vacant
.. Pro e rl hts a raised Fee SilO Ie leasehold ProectT e I PUD , Condominium HUDNA onl HOA N/A /Mo.
Neighhorl1QJLd.QrPIQLe.c:U!"m~ Shippensburq ......__....______.......Mao Ret<rren1'.e.:l!3:;3~:2388-03i~._... QensUsJ".c:I':J1.g0_.
-.Sflle__PJkt____1:'J1A~~_____"___ ... __._1!gt!L91~q.Le Descriglion and $..~mO!mtQ' loan charaMoncessions tQ.Q.uajg!1y_~!tI1M__~/ft._
.Lender!Cli~nLEstim,,(e_oLMarket VaJlJ.e_.__.... _ ....Addre>s ..~__...__~_..._..
A raiser Tim L.Ausherman GAA Address 229 North Second Street. Chambersbur ,Pa '720'
location I I Urban :><1 Suburban I Rural Predominant in(IJe family housing Present land use % I Land use change
Built up :><1 Over 75% I . I 25-75% I Under 25% occupancy mOO) ~~~) One family 8.0._1:><1 Not likely I Likely
Growth rate I I Rapid :><1 Stable ... I Slow I ':><1 Owner 95 __.5Q_ Low _-"-_... 2.4lamlly __ S. _I Iln process
Property values I Ilncreasing :><1 Stable :. I Declining j'l Tenant 5 '20..Jjlgh '80 Muitl.famlly To
Demand/suPP. .IY I I S..hort.age. :><1 In. balance. ,lOver SUPPlY. :><1 Vacanl (0.5%1. .::::Predomlnant: Commercral-:--" Ii
..MarkelinQlime_...U_Un~er_3mos.M..3:BJ]]Qso__U QmBmoL , I Vac.lover5%J. _~!i _____25... .IIacant ~. (5 . .
Nole: Race and the racial composition of the neighborhood are not appraisal factors.
Neighborhood boundaries and characteristics: __~Q!:!DQ~g bv Kin-.9__~1!9_theJlQTt.hl R9.~t_~ ~_t!~ltl~_sout~~~iQ~~1~y~~t~1O_~_w~l'>J__?_n(J__HolI_ar Ave to the_
_ ~C3.~1. .. _______________ ________~____.... ._________________.__.____._...,_._.__..__________"'_.
: Factors that aftect the marketability of the properties in fhe neighborhood (proximity to employment and amenilies, employment stability, appeal fo market, etc.):
~ J'{9__C!qv~r!3~" faqt9:r~ _ aft~GtlQg__IT!<!!:ketability were observed.:Itg~~~_L!_bL~9!J?~QQ~_rh0~~a~_q_\:"!!m,i_lJlty.~_~E!~J~nd QfJ_~_~_99~O. oJ _?bjp{:~~QsP_~~g _<?Dd
U_~_~i!hjCL~?_~Y__~G~Ei~~!Q l?1]9Pping, a.Q~L~_r!}pIQYDJ?.Dl~ Overall appeal to !tI_~J!]?I~_~!1~~E!y~r~~r:m:~!9~rQ_et:1t sl~_pit_i!yjs_gQQ~LV'Jj~h9L!.r.rept_
__ une!Ilplqy!Il~!lt~C!te is Jtt~ ~:.?_ !oJi:i.r::!9-e. __.__-.- __ ..________
Market conditions in the subject neighborhood (including support lor the above conclusions related to the trend 01 property values, demand/supply, and marketing time
d such as data on competitive properties for sale in the neighbortlOod, description of the prevalence of sales and financing concessions, etc.):
Gen~_~9UJJ~r~.!?lQQ!ld.itions in the area are stable supplv and demand AQPear to be in balance at pr~~_~QLJ\:I9r~_eJj!l9.!l!!1~.J_$__(:\QPr.9_x..:....l?9_Q~.Y~_____
for.J1QU1~?~!i.Ke th~ subiect prop~. It is common fq~erl~!:~J~;U~..~.~~lbuyers with closinq costs. .._~~_~________~_____
Projectlnformation for PUDs (II applicabie) u Is the developer/builder in control of the Home Owners' Association (HOA)? [' I Yes [Xj No
Approximate total number 01 unifs in the subject project ~_. ._...._..._ Approximate tolal number of units for sale in Ihe subjecl prolect .
Describe common elements and recreational facilities:
Dimensions JrreQular.~~.___...__.. Topography .h~v_eL.____..__.._.._.. ...m
Site area .,.~Lacr~.__..__.._.._____~_..___~.....____ Corner Lot I : Yes '/<1 No I SIZe .lYjliglL...__.. .
Specific zoning classification and description None exists ___._.__ Shape Ji~~t~ng.l1l.aL._
Zoning compliance I. I legal legal nonconforming (Grandfathered use) [ j Illegal !><J No zoning Drainage .1IcI13.qu_ale__.
Hiahesl & best use m[lli!roved: Present use Other use ex lain View .f.ve!~9..~___
Utilities Public Other Qff.site Improvements Type Public Private Landscaping -.9_Y~r~9t:L.______,-______
Electhcity:><1 Street Asphalt 1:><1 Driveway Surtace ~11i11L_..___
Gas U __~_~~_~ Curb/gutter none I ApparenteasementsNon~__.._.___._.._...
Water :><1 _.__.._~___ Sidewalk .DQ.~~________....___ to! FEMA Special Flood Hazard Area I J Yes :><1 No
Sanitary sewer :><1 Street lights none l.J ~ , FEMA Zone X Map Date J.L4.c8_~____.
Storm sewer AIIev None I', ,.. FEMAMapNo. 421585.QQO.LB..._..
Comments (apparent adverse easements, encroachments, special assessments, slide areas, illegal or legal nonconforming zoning use, etc.): J~!Q_~g'y~rs~
easements or encroachments were observed.
EXTERIOR DESCRIPTiON
Foundalion Co~g, Block.....
Exferior Walls Frame
Roof Surtace AsQ)1"lL_.
Gutters & Dwnspts. Alumn
Window Type Thermo wind
Storm/Screens =--
Manufactured House no
Dinin Krtchen
FOUNOATION BASEMENT INSULATION
Slab No-""----_ Area Sq. Ft. .LgjJ,2..___ Roof
Crawl Space no % Finished 9...___ Ceiling . Ayg ... :><1
Basement none Ceiling jQ~!~....__ _~. Walls unk II
Sump Pump ~._.... Walls Block Floor nDone l><1
Dampness no Floor Concrete None II
Settlemenl no Outside Entry IlQ...__... ._~ unknow,,-...Avg___' :><1
Infestation no
Famil RIO. Rec. RIO. Bedrooms # Baths
r-I
, ,
Livin
Den
laund
.....QJh~r__.
...._.~lr;,,,SqcEL_
_1,9.92
.1..09<-
. ..466
,!rea
2
2
=---_.t=~::::::
'558
~~~_.~_ _..__.._..._,J
Finished area above rade contains: 6 Rooms' 4 Bedroom s .
INTERIOR Materials/Condilion HEATING Hw KITCHEN EOUIP. ATTIC
- Floors Cpt,vin/avQ .. Type bas,,~ Refrigerator rEi None !Xi
Walls ..Qry"'"Jl/avfl......_ Fuel _~... Range/Oven 1"1 Stairs [J
Trim/Finish wood/all\L....~_ Cond!tiQn..'!Yg_~__ Disposal : "'1 Drop Stair I i
Bath Floor 'yi~YJ!"vJL... COOLING no Dlshwasher.:>-:] Scuttle II
Bath Wainscot Flberqlas/avq Central ..no. _. Fan/Hood '.1 Floor 1.1
..W.QO<JL,,-~g_~___IOther __ Microwave I Heated [J
Condition IWasher D er I Finished I I
Additional features (special energy efficient items, etc.): .Ejr~p!~ce in livinq room,replacl?JQ.entJhermoQ_~r:!e \ry.i[1stq_~_s
, Bath S'
AMENITIES
Fireplace(s) #.1._
Patio Non~____.
Deck non~____
Porch No~______..,
Fence ~N..Qf.t~___
Pool None
S uare Festal Gross livin
I CAR STORAGE: 1 car
None I I
Garage
Attached
Detached _LCpl.
Built.in
Carport
Drivewa
Area
#ofcars
2
Condition of the improvements. depreciation (physical, functional, and external), repairs needed, quality of construction, remodeling/additions, etc..
condition!s a.y~g!9..e condition no repair~_9J?Qea.r to be needed.
.9\J~raIL___
Adverse environmental conditions (such as, but not limited to, hazardous wastes, toxic substances, etc.) present in the improvements, an the site, or in the
immediate vicinity of the subject property.: No adverse enviC9Jlmental conditions w~re observed on th~L~\,J.gi'?g1Q!'_QQiH:!Y_QL~\'_~t}liD.tt)f;l_[1_~i9t1J~Q!:hQ9.cl__
Freddie Mac Form 70 6/93
PAGE 1 OF 2
Fannie Mae Form 1004 6/93
Form UA2 - "TOTAL lor Windows" appraisal software by a la mode, inc. -1.800.ALAMODE
MAP SKETCH ADDENDUM
,__l?_?~.rg~~.)L~~g_I!.~~~____,_--Estate___of___Lilliam ...Gl.eim______________ __._ _____ __ _ _'_u_ ,,_ _ ___ _______ ____
J'ro['eny_Address___444__South__Eayette--8treet__ ~_ ______~___ ___
_ CltL_Shippensbur9--__ ____ ___COLlIltL~__-Cumber1and StatE _______PA______
-'J"Ktm____Estimate ---of--Mar.ket.llalue---- _ u_ _ ________ _ __ __ ___ __ _
"?:~[?_~;~~_~ _'",_ .3-7252_____.m
BUILDING SKETCH
LI'7'
b(
i
lit, ) ,-- t/l'M,-
L-;-,;--J.______ ____J----------
If,
LOCATION MAP [*SUBJECT PROPERTY]
i
SEE FOLLOWING PAGE...
.c
~
b
o
c:
fi""'\C\'Jl'U~J ~j,:""""",,, h';',.,.-; . ',oj' If)} 1,',".'
Garage/Carport :J:Jo.... Sq. Ft. @$ _. 22.01)" ._____.U6g
Total Estimated Cost New = $_..__....1.01..38_0
- Less PhysICal L Functional L Extemal ....---.. ... .---.-
Depreciation .3:),79Q _..__ __.__ =$. 33,?~0. n_..__..__.___.._. ........___....
Depreciated Value of Improvements =$__....._..._. 67,5~Q.
"As.is" Value of Site Improvements =$ .___--..-2,.,00.0_
INDICATED VALUE BY COST APPROACH -$ 97,590
IT~~_.._._. __..sUBJtCI COMPARABLE NO. t COM~AB.ABLE NQL...._
444 South Fayette St 30 Wyrick Ave 40 Oak Lane
AdilLeJis...J3.hiPJl.<>.ns!)u'fL . ShiQQ!~D@"'fL...._._.____. Shippensb~rg__..._...
l'rgxlmitYJo.iillbject. 2 blocks same block ~.._~
~~i~~foc;';:liVingArea .L___=-::-:=!J L___.Ji~~ 96 900$___8154./r-l.O~ 900. L__ '5~/ 1~~..:.JJ.9L09()
Data and/or MLS.Courthouse MLS-Courthouse MLs-Courthouse
Y~r.iflG~li9JLSj}VIg!_____ ..____________,--___ _ _ _____..._________,- .._._______ ... _. . _ ___.___
Y~hUIAOJIJSTMENTL_ DESCRIPTION jJE~Q.RIPTION__...;....:':.l::Jl.~itJsL. JI~t;.RI~TION__,.-+U$ Adiust. nP~St;.RIPTIIlli....-'_~H$Adlust
Sales or Financing Conv 41 DOM Conv 10 DOM Conv 5 DOM
Concessions Concess 2000 NOne NQ!J~_______----;....._
Q."t~ofJ>1Ie[[imL. 5-:3:\:2902_._ 7.15-2002. 6.-10.200?._ .n.
1]C,tioL . . Aver:age__ _(;ood____ .___-3,000 (;Q9L___L__......::J,OOO _Go09....._.____....:::...._=:3,000
.Lea5_~hQ!!!lf~JL~im{JIL_ f~.e~imple Fee sim Ie Fee s~_,______."________ _fe~ sirnpJ~_.___~~__.
~llL....___....._ .57 acr!'._ ___.~1j\ffiyg _ ___._ .?~ A/AvQ J.012.41?Vg.___.......:
Vl~w.". __ __AV.?rC!QfL_,_____.____ A.'L~'-<:'lfl~_____~~___"_ Avera e ._._______ _~Y.€lLafl~__~_j
Desi n aB!l.AJlfll)ilL_ . c:.aQ!'..c:g<L_ Ca e Cod Ca e/a.Y9.... . __..___~ .Q?pe/?Y9L_._ __..:.
Q!!il!i!Y.QLIoQ,!r)Jction._ Framjl/'!'I9............. .!\lulJ:1.'li'!'ffi -4,000 ..",ll!IJ:1'liav9..__~_.._:~ 000 Frame!.ilyg.....__.
..~ne 50+. 50+- 75+- 75+~......._.__u._...___.
Condition _____ _Ave!~g~~ AverC!~___~__.___.__ Good ..__~_~___~~~pO" _~\{~I~9~L~~____-,-
Above G~ ~otal ;~.<1rms~llQJi.. To)al: Bdrms: Baths' Total: Bdrms' Baths Total_B<!mJ2. .B"ths
Room Count ...6....:.....L.~ 1 6 3 1 6 3 1.5" .1,500 _L_:"...<L.:...LL -1,500
!1ro,s.liyjl]g.Al~L 1 558 So. Ft. 1"?04:Sg Ft +540 1 30.9...fuLlt ' +.?2W .......180g,E'llL:....... _ ..::""HlIl.
Basement & Finished Full Full Full Full
- Rooms Below Grad~_. 0.... ___._ 0 . Unfinishe.cL____..........___ JJ..nfirlisb~d . __....__..__..
functiollilL!!1i!i!Y_ _AveraQe Aver'!ill' AverilllL Ay",raJlEl__ _.__" . .
. ,Heatina/Coplina ~?sel.f!q[le Base/none l1w/ac -2,500 HI{'J/ng_r:J_~____._.___~__________
- JDJi:illYJfficient Items Therm wind Therm wind Sw.sd Sw.l.~9.______..:_____
.!);l@@/C1IJlQrL_..___ J.car 1 Car 1 car 2 car ___.__.... :...._....:3,QQO.
Porch, PatiO, Deck, None Porch -1,000 Screen Porch -2,500 Porch -1,000
l.i@il!<l.c~lel,gtG._..__.. _1. 1 ..1..__________......
Fe[li:fLE..QQL.mGc~ None ljQQ~_~____~__._
Kitchen _StdKitchen Std Kitchen
~~:u~:~~~~: Price ' - ........M60 1137'.B1 ~% .L......---9145,'44820o. Gr+o~sest-11'~1'..tl-~%i==8L80:0i2~Oo.
of Com arable Gross 8.8 % 89 440 Gross % I
Comments on Sales Comparison (including the subject property's compatibility to the neighborhood, etc.): Comparable s?I~,,-"Ce.J1_o.UoQ?1!>d along a.heavily.
travele_d street likelbe subiecl.QLQP"?~________ ______~_________"'.
UNIFORM RESIDENTIAL APPRAISAL REPORT FileNo.
= $ ___~Q.QQ Comments on Cost Approach (such as, source of cost estimate, site value,
square foot calculation and for HUD, VA and FmHA, the estimated remaining
economic life of the property): Co~!.P",r:.!'gJt W?S .<!e.rived f~o.f1l._... ___...
fv!~sh?JI and ~'t{ttLgg~U}~nd_Qol)k_?Q9..!!J()(;lifj~(j_fQ.r_JOg?l
conditions-,~____~___________~_._
Valuation e i n
ESTIMATED SITE VALUE
ESTIMATED REPRODUCTION CDST-NEW.DF IMPROVEMENTS:
DwellinQ...........l,!iWSq. Ft @$ __5~,QO__ = $__~.f!.L016
.........___._1,092 Sq Ft. @$___1Loo. = .____hl.JQ1
._ ....._C.Qi;1f'ARAB,E ~O. 3
127 Cumberland Ave
~J:!IRR_~n:?b_u.rg__________ __
ITEM SUBJECT COMPARABLE NO. t COMPARABLE NO.2 COMPARABLE NO.3
.,._~-----~ .-------- ------"----,.
Date, Price and Data N//A N//A N/A N//A
Source, for prior sales Steb-MLS Steb.MLS Steb-MLS Steb.MLS
withinvearofa raisal Nosale.R~__ Nosal~prev No sale prev No~aJeJ?reL_ ~_________
Analysis of any current agreement of sale, option, or listing of subject property and analysis of any pITor sales of subject and com parables within one year of the date of appraisal:
COIDQ.WE_ble _9JlJ.~~J!re closed sales, _____~__ _. ._,.. ___.,______
INDICATED VALUE BY SALES COMPARISON APPROACH $
INDICATED VALUE BY INCOME APPROACH if A licable Estimated Markel Rent NI.A... Mo. x Gross Rent Muiti lier NJA. .. $
This appraisal is made l><J "as is" subject to the repairs, alterations, inspections or conditions listed below i subject to completion per plans & specifications.
Conditions of Appraisal: ...9:~.?jJ9fQgd FIRREA add and limitinq conditions. ___._~._..._
__ ..89,5QO_
Final Reconciliation: ~r!!Qbasjs \"o!E~J9ced on the Sales Comparison Approafh to value whJ9J:LQ~st ref~Qt.~.Ql,Jvers wiLhJ.O.th_~J:!!~r1<_f)Jplacg:_g.9~>.t__
~a.g_Q,tends to SUPPO!) this estimate of Y.9.!~~~_.tncome Approach was not utilized due to lac~..~Lg9_fQQarabl~_~.9~Jbat ~?1~_Xf)Dtf)9JQ__
es!@E~__a Gross Rf).nt Multiplier. _ ~____~_ __ __,.
- The purpose at thiS appr"sal~s :,stlmate the market value of the real property that IS the sublect of thiS report, based on the above conditions and the certification, contingent
and limiting conditions, and m ket value definitIOn that are stated In the attached Freddie Mac Form 439/FNMA form 1004B (ReVised 6.93)
I (WE) ESTIMATE THE MA,RKET,vALUE, AS DEFINED, OF THE REAL PROPERTY THATlS THE SUBJECT OF THIS REPORT, AS OF -. -- ~~ -..- ._7.20-2002
(WHICH IS THE DATI OIjI~pECTION AND THEEFFECTIVE DATE OF THIS REPORT) TO BE $ _. 89,500
;~~.t~~~E~.l.~.Y/ ?c~~raisal Re.Q .Q...rt._ . :~;'~;S:Y APPRAISER (~NL Y IF ~~U1REOI: u____ i i Did Did Nol
Name-Il!:!1 L -,.' IJgrmC!.~Q.~L___,__ NamJ1 _. __~____ Inspect Property
Date ReorR\'9illrred 9.17.20g?_~.___ Date ReoortSioned ...___._..... ___ ._.
State C~rlilliiation # Ga:QQQJ49.L ..... ____~~p-"--- ,tateJ;,~rtjtlcatlon 1!.......... .._____...... ..__.__ .st?!e. ..
Or State License # State Or State License # State
Freddie Mac Form 70 6/93 PAGE 2 OF 2 Fannie Mae Form 1004 6-93
Form UA2 - "TOTAL for Windows" appraisal so<<ware by a la mode, inc. -1-BOO.ALAMOOE
BOflUwer/Client Estate of Lilliam Gleim
Pronertv Address 444 South F avelle St
CiW Shinnensburn Countv Cumberland State Pa Ziu Code 17257
Lender Estimate of Market Value
location Map
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Fnnn MAP.LOC - "TOTAL for Windows" appra~aI software by a la mode, inc. -1-800-ALAMODE
MULTI-PURPOSE SUPPLEMENTAL ADDENDUM
FOR FEDERALLY RELATED TRANSACTIONS
Ausherman Bros. Real Estate Inc,
_~or~9yverLG!i~~L.~sta!_~_9(1,.i!!@r:DJ?!~if.!1___ .. ___________ p..___ __ _ __ _________
_Pro~ertyuAddress 444South F<ly"g~.sL_~__~n H___~n_~n n __nn_ .._____n_n.
City-..shippen-sb_~11Lu_ n_._____~_lLQ~'D~~rl"Q~_ _nn_____n_Sta~e_.e.?.__.n ._~.~__ Zl~ Code 17257 .
Lender Estimate of Market Value
--
This Multi-Purpose Supplemental Addendum for Federally Refated Transactions was designed to provide the appraiser with a convenient way to comply with the current
appraisal standards and requirements at the Federal Deposit Insurance Corporation (FDIC), the Office of the Comptroller of Currency (OCC), The Office of Thrift
Supervision (OTS), the Resolution Trust Corporation (RTC), and the Federal Reserve.
This Multi-Purpose Supplemental Addendum Is for use with any appraisal. Only those
statements which have been checked by the appraiser apply to the property being appraised.
t><] PURPOSE & FUNCTION OF APPRAISAL
The purpose at the appraisal is to estimate the market value at the subject property as defined herein. The function of the appraisal is to asSiSt the above-named
Lender in evaluating the subject property for lending purposes. This is a Federally related transaction.
:><i EXTENT OF APPRAISAL PROCESS
t><] The appraisal is based on the intormation gathered by the appraiser trom public records, other identified sources, inspection of the subject property and
neighborhood, and selection at comparable sales within the subject market area. The original source of the comparables is shown in the Data Source section
of the market grid along with the source of confirmation, if available. The original source is presented first. The sources and data are considered reliable.
When conflicting intormation was provided, the source deemed most reliable has been used. Data believed to be unreliable was not included in the report nor
used as a basis for the value conclusion.
t><] The Reproduction Cost is based on .M~rshall1\D.9 :3:Nift --..._-".~--- --~------_._------ ---~._--.~ ------~--------
supplemented by the appraiser's knowledge at the local market.
t><] Physical depreciation is based on the estimated effective age of the subject property. Functional and/or externai depreciation, it present, is specifically
addressed in the appraisal report or other addenda. In estimating the site value, the appraiser has relied on personal knowledge of the locai market. This
knowledge is based on prior and/or current analysis of site sales and/or abstraction of site values trom sales of improved properties.
The subject property is located in an area at primarily owner-occupied single family residences and the Income Approach is not considered to be meaningful.
For this reason, the Income Approach was not used.
I The Estimated Market Rent and Gross Rent Multiplier utilized in the Income Approach are based on the appraiser's knowledge at the subject market area.
The rental knowledge is based on prior and/or current rental rate surveys of residential properties. The Gross Rent Multiplier is based on prior and/or currenf
analysis of prices and market rates for residential properties.
I 1 For income producing properties, actual rents, vacancies and expenses have been reported and analyzed. They have been used to project tuture renis,
vacancies and expenses.
t><] SUBJECT PROPERTY OFFERING INFORMATION
According to Ov.-D_~r/MLS .-- _.___~_____________n_ the subiect property
t><] has.l101.Jleen.ulfewj tor sale in the past 30 days.
ii21rrentlv offered for sale tor $ -_._-~-
[I was oftered for sale within the past 30 days for $ --.-...-
II Offering intormation was.J;QJlSiderad in the final reconciliation at value.
Offering intormation w.as.nQlJ;llIlSidllled in the final reconciliation of value.
II Offering information was not availab~. The reasons tor unavailability and the steps taken by the appraiser are explained iater in this addendum.
t><] SALES HISTORY OF SUBJECT PROPERTY
According to ---Er~K!!n.Q.O Courthouse -- ....__.~~---_._._- .. ~----.._- ___ the subject properiy:
)<1 ha,lIo1trailliwlll1 in the past twelve months. u! bas not transferred in the past thirty-six months.
hasJranslerrlll! in the past twelve months. I has transferred in the past thirty-six months.
All prior sales which have occurred in the past twelve months are listed below and reconciled to fhe appraised value, Bither in the body of the report or
in the addenda.
Date Sales Price Document # Seller Buyer
t><] FEMA FLOOD HAZARD DATA
[)<J Subject property i,.lliI1J<lI&llll1 in a FEMA Special Flood Hazard Area.
I 1 Subject property isJoJ;aJell in a FEMA Special Flood Hazard Area.
I Zone FEMA Map/Panel # Map Date Name of Community
X 4215850001 B 11-4-88 Shinnensburn
, I The community dDe>JJl!tJlil!lkj[a1l; In the National Flood Insurance Program.
[ I The community dQe_'-t2arti~ in the National Flood Insurance Program.
It is covered by are!)l!lar program.
!I It is covered by an e.~ program.
Page 1 of 2
Form MPA - "TOTAL for Windows" appraisal software by a la mode, Inc. -1-800.ALAMDDE
!><J CURRENT SALES CONTRACT
!><J The sUbject property is Men!il'JJolJJJ1deu;oolral;J.
! I The contract and/or escrow instructions wefallnt available fOllli'lil:l'I. The unavailability of the contract is expiained later in the addenda section.
I I The contract and/or escrow instructions l'Ierueviewed. The following summarizes the confract:
Contract Date Amendment Dale Contract Price Seller
~-_._----_._._- ---_.._---_._._.~~- - ---.-.-.--.'..---.--- ___.._..___.___.n '..o_,__.._n",_ ___" .. ..m
I I The contract indicated that personal property wa>.ool inciuded in the sale
I
I The contract indicated that personal property was.i!lcl.!df;d. It consisted of --~-----------_._-- ------- -.--- -
!><J -,------..---..-----...-----,,-,--.. ----_._--~._. " -"--'-- Estimated contributory value is $ - -----------.
Personal property was Dolioduded in the final vaiue estimate.
I Personal property l'I"jncll!JJe~ in the final value estimate.
I The contract indicated Oo.fillilJJ>iog too=toos or other incentives.
I The contract indicated thejQ]1Qwing concessions or incentives:
---.-.-..-..
! .-._---.._-----_._-------_.._-_.__...~- -.----.--.-- -_._-~-------- -- ------- ------
I If concessions or incentives exist, the comparables were checked for similar concessions and appropriate adjustments were made, if applicable, so
that the final vaiue conclusion is in compliance with the Market Value defined herein.
!><J MARKET OVERVIEW Include an explanation of current market condItions and trends.
.1..____ months is considered a reasonable marketing period for ihe subject property based on ~$j~~J!om MLS ______________~ -----~---
...--.. -- -
!><J ADDITIONAL CERTIFICATION
The Appraisercertities and agrees that:
(1) The analyses, opinions and conciusions were developed, and this report was prepared, in conformity with the Unitorm Standards of Professional
Appraisai Practice ("USPAP"), except that the Departure Provision ot the USPAP does not apply.
(2) Their compensation is not contingent upon the reporting of predetermined value or direction in value that favors the cause of the client, the amount
ofthevaiue estimate, theattainmentofa stipulated result, orthe occurrence of a subsequent event.
(3) This appraisal assignment was not based on a requested minimum vaiuation, a specific valuation, or the approval of a loan.
[:xJ AOOITIONAL (ENVIRONMENTAL) LIMITING CONOITIONS
The value estimated is based on the assumption that the property is not negatively affected by the existence ot hazardous substances or detrimentai
environmental conditions unless otherwise stated in this report. The appraiser is not an expert in the identification of hazardous substances or detrimental
environmental conditions. The appraiser's routine inspection of and inquiries about the subject property did not develop any information that indicated
any apparent signiticant hazardous substances or detrimental environmental conditions which would attect the property negatively unless otherwise stated
in this report. it is possible fhat tests and inspections made by a qualitied hazardous substance and environmental expert would reveal the existence ot
hazardous substances or detrimental environmental conditions on or around the property that would negatively affect its value.
! ! ADOITIONAL COMMENTS
.---.----....,,---- .._------~---- -- -
---- ---_.~._-- - -'.--'- ..
-- .---- -- -- .-...
!><J APPRAISER'S SIGNATURP,,4' LICENSE/CERTIFICATION
/1(//
Appraiser's Signature I ;}, Effective Date 7-20-2002 Date Prepared 9,17,2002
"'-- _..~.__..
Appraiser's Name (Print/CJrrnij;t.A arr<3:AA Phone # _UL..l~j-6715________ __n__
State J'~_ __..__ l/Jifftfn,f I I Certification # .C;.,,:QQ014.~:L._.____ ----.-.-.- TaxiD #
-~------"~-------~---
I , CO-SIGNIN"G' APPRAISER'S CERTIFICATION
The co-signing appraiser bas personally insoected the subject property, both inside and out, and has made an exterior inspection of all comparable sales
listed in the report. The report was prepared by the appraiser under direct supervision of the co-signing appraiser. The co.signiog appraiser accepts
responsibility for the contents ot the report including the value conclusions and the limiting conditions, and confirms that fhe certitications apply
tully to the co-signing appraiser.
The co~signing appraiser has not personallv insoecte.d the interior of the subject property and:
.hasJJolh1silBctad the exterior of the subject property and ali comparable sales listed In the report.
has insoecllliJ the exterior of the subject property and all comparable sales listed in the report.
The report was prepared by the appraiser under direct supervision of the co-signing appraiser. The co-signing appraiser accepts responsibility for fhe
contents of the report, including the value conclusions and the limiting conditions, and confirms that the certifications apply fully to the co.sigOlng
appraiser with the exception of the certification regarding phYSICal inspections. The above describes the level of inspection pertormed by the
co-signing appraiser.
I The co~signing appraiser's level of inspection, involvement in the appraisal process and certification are covered elsewhere in the addenda section
of this appraisal. .
, I CO-SIGNING APPRAISER'S SIGNATURE & LICENSE/CERTIFICATION
Co.Signing Effective Date
Appraiser's Signature ---'--~' ._-----~- Date Prepared -------------.- n
Co. Signing Appraiser's Name (print) Phone # ...L_nL.....__ --- -- ~---- -.-- --------
State --~- I I License i Certification # --~---~- -- - TaxiD # ........... ..--
---~-----_..-
Page 2 of 2
Form MPA- "TOTAl. tor Windows" appraisal sohware by a la mode, inc. -l-BOO.AI.AMODE
Subject Photo Page
Borrower/Client Estate of Lilliam Gleim
Pronertv Address 444 South F avette Sl
Citv Shiooensburn Cou"'" Cumberland State Pa lin Code 17257
Lender Estimate of Market Value
I
II
~"""".i"";"'"
"'4;',...........
i q.
r ,\"
'J.U
t-I.".----"-1.~
.-",,"' ".' .
.,.....-', .. ..
,~.... " ,,', ;', .,.,.......'.
'-'C',,- ,," ,.... '._"
Subject Front
444 South Fayette St
Sales Price 95,000
Gross Living Area 1,558
Total Rooms 6
Total Bedrooms 4
Total Bathrooms 1
Location Average
View Average
Stte .57 acre
Qu~tty Frame/avg
Age 50+-
Subject Rear
Subject Street
Form PIC3x5.SR - "TOTAL tor Windows" appraisal software by a la mode, inc. -1-800-ALAMOOE
Comparable Photo Page
Borrower/Client Estate of Ulliam Gleim
pronertv Address 444 South F avelte St
CiIv ShiDDensburo Countv Cumberland State Pa lin Code 17257
Lender Estimate of Market Value
..
...
Comparable 1
30 Wyrick Ave
Prox. to Subject
Sale Price
Gross Living Area
Total Rooms
Total Bedrooms
Total Bathrooms
Location
View
Stte
Ouality
Age
2 blocks
96,900
1,504
6
3
1
Good
Average
.34 AJAvg
Alumn/avg
50+-
Comparable 2
40 Oak Lane
Prox. to Subject
Sale Price
Gross LMng Area
Tolal Rooms
Total Bedrooms
Total Bathrooms
Location
View
Stte
Quality
Age
same block
109,900
1,300
6
3
1.5
Good
Average
.28 A1Avg
Alumn/avg
75+-
Comparable 3
127 Cumberland Ave
Prox. to Subject
Sale Price
Gross Living Area
Total Rooms
Total Bedrooms
Total Bathrooms
Location
View
Stte
Ouality
Age
form PIC3x5.CR - "fOTAL for Windows" appraisal software by a la mode, inc. -1-80Q-ALAMOOE
99,000
1,806
7
4
1.5
Good
Average
10454/avg
F rame/avg
75+-
DEFINITION OF MARKET VALUE: The most probable price which a property should bring In a compelitive and open m8fkel under all condilions
requisite 10 a lair sale, Ihe buyer and seller, each aCling prudently, knowledgeably and assuming the price is not aftected by undue stimulus. Implicit in this
definition is the consummafion of a sale as of a specified dale and the passing of title from seller fa buyer under conditions whereby: (1) buyer and seller are
typically motivated; (2) both parties are well inlormed or well advised, and each acting 111 what he considers his own best interest; (3) a reasonable time is allowed
lor exposure in the open market; (4) payment is made In terms of cash in U.S. dollars or in terms at tinancial arrangements comparabfe thereto: and (5) the pnce
represents the normal consideration tor the property sold unaftected by special or creative financing or sales concessions' granled by anyone associated with
the sale.
'I< Adjustments to the comparables must be made for special or creative financing or sales concessions. No adjustments are necessary
tar those costs which are normally paid by sellers as a result of tradition or law in a market area: these costs are readily Identitrable
since the seller pays these costs in virtually all saies transactions. Special or creative tinancing adjustments can be made to the
comparable property by compansans to financing terms aftered by a third party inslllutional lender that Is nal already involved in the
property or transaction. Any adjustment should not be calculated an a mechanical dollar tar dollar cast 01 the financing or concession
but the dollar amount of any adjustmenl should approximate the market's reaction to the tinancing or concessions based on the
appraiser's Judgement.
STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION
CONTINGENT AND LIMITING CONDITIONS: The appraiser's certitication that appears in the appraisal report is subject to Ihe fallowing
conditions:
1. The appraiser will not be responsible for matters of a legal nature that aftect either the property being appraised or the title to it. The appraiser assumes that
the fitle is goad and marketable and, therefore, will naf render any opinions about the title. The property is appraised an the basis or it being under responsible
ownership.
2. Ttie appraiser has provided a sketch In the appraisal report to show approximafe dimensions of fhe improvements and the sketch is included only tD assist
the reader at the report 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 the appraisal report whether the subject site is iocated in an identified Special flood Hazard Area. Because the appraiser is not a surveyor, he or she makes
no goarantees, express or implied, regarding this determination.
4. The appraiser will not give testimony or appear in court Decause he or she made an appraisal of the prDperty in Question, unless specific arrangements to do
so have been made beforehand,
5. The appraiser has estimated the value of the land in the cosf approach at its highesf and best use and the improvements al their contrrbulory value. These
separate valuations of the land and improvements must not be used in conjunction with any ather appraisai and are invalid if they are sa used.
6. The appraiser has noted in the appraisaf report any adverse candllians (such as, needed repairs, depreciation, the presence of hazardous wastes, toxIC
substances, etc.) observed dunng the inspection at the subject property or that he or she became aware of during the normal research invDlved in pertarming
the appraisal. Uniess otherwise stated in ffle appraisal report, the appraiser has no knowledge at any hidden or unapparent conditions of the property or
adverse environmental candrtians (including the presence of hazardous wastes, tDxic substances, etc.) that would make the property more or less valuable, and
has assumed that there are no such conditions and makes no guaranfees or warranties, express or impiied, regarding the condition of the property. The
appraiser will not be responsible tar any such cDnditians that do exist or far any engineering Dr testing that might be required tD discover whether such
conditions exist. Because the appraiser is not an expert in the field of environmental hazards, the appraisal report must not be considered as all
environmental assessment of the property.
7. The appraiser obtained fhe infarmafion, esfimates, and opinions that were expressed in the appraisal report from sources Ihal he or she considers to be
reliable and believes them to be true and correct. The appraiser does not assume responsibility far the accuracy at such items that were furnished by other
parties.
B. The appraiser Will not dlSciose the contents of the appraisal report except as provided tor in the Uniform Standards at Protessional Appraisal Practice.
9. TI" appraiser has based his or her appraisal report and valuation conclusion tDr an appraisal that is subject 10 satisiactory compietion, repairs, or
alterations 011 the assumption that completion of the improvements will be performed in a workmanlike manner.
10. The appraiser must provide his or her prror wriften consent betare the lender/client specified in the appraisal report Can distribute the appraisal report
(including conclusions about the property value, the appraiser's identity and professional designations, and references to any professional appraisal
organizations or the firm with which the appraiser is associated) to anyone ather than the borrower; the mortgagee or its successors and assigns; the mortgage
insurer; consultants; professional appraisal organizations; any state or tederally approved tinancial institution; or any department, agency, or instrumentality
of the United Stales or any state or the District of Caiumbia; except that the lender/client may distribute the property description sectiDn of the report only to data
collection or reporting service(s) without having to obtain the appraiser's prior wrinen consent. The appraiser's wnnen consent and approval must also
be obtained belore the appraisal can be conveyed by anyone to the publiC through advertising, public reiatlans, news, sales, or other media.
Freddie Mac Form 439 6-93
Page 1 of 2
Fannie Mae FDrm 1004B 6-93
Ausherman Bros. Real Estate Inc.
Form ACR - "TOTAL far Windows" appraisal sDftware by a la mode, inc. - t-BOO-ALAMODE
APPRAISER'S CERTIFICATION: The Appraiser certifies and agrees that:
1. J have researched the subject market area and have selected a minimum of three recent sales of properties most similar and proximate to the subject property
for consideration in the sales comparison analysis and have made a dollar adjustment when appropriate to reflect the market reaction to those items of significant
variation. If a significanf item in a comparable property is superior to, or more favorable fhan. the subjecf property, I have made a negative adjustment to reduce
fhe adjusted sales price of the comparable and, if a signiticant item In a comparable property is inferior to, or less favorable than the subject property, I have made
a positIVe adjustment to increase the adjusted sales price of the comparable.
2. I have taken into consideration the factors that 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 intormation from the appraisal report and I believe, to the best of my knowledge, that all statements and information in the
appraisal report are true and correct.
3. I stated in the appraisal report only my own personal, unbiased, and professional analysis, opinions, and conclusions, which are subject only to the contll1gent
and limiting conditions specified in this form.
4. I have no present or prospectIVe interest In the property that is the subject to this report, and I have no present or prospective personal Interest or bias wilh
respect to the participants in the transaction. I did not base, either partially or completely, my analysis and/or the estimate of market value in the appraisal report
on the race, color, religion, sex, handicap, familial status, or national origin of either the prospective owners or occupants of the subject property or of the present
owners or occupants at the properties in the vicinity at the SUbject property.
5. I have no present or contemplaled tuture interest in the subject property, and neither my current or tuture employment nor my compensation for pertorming this
appraisal is contingent on Ihe appraised value at the property.
6. I was not required to report a predetermined value or direction in value that tavors the cause of the client or any related party, the amount of the vaiue 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 specitic mortgage loan.
7. I pertormed this appraisal in contormity with the Uniform Standards of Protessional Appraisal PractiCe thaf were adopted and promulgated by the Appraisal
Standards Board of The Appraisal Foundation and that were in place as of the effectIVe date at this appraisal, with Ihe exception of the departure proVISion of those
Standards, which does not apply. I acknowledge that an estimate at a reasonable time tor exposure in the open market is a condition in the definition 01 market value
and the estimate I developed is consistent with the marketing time noted in the neighborhood section 01 this report, unless I have otherwise stated in the
reconciliation section.
8. I have personally inspected the interior and exterior areas at the subject property and the exterior of all properties listed as comparables In the appraisal report
I turther certity 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
vicinity of the subject property of which I am aware and have made adjustments tor these adverse conditions in my analysis of the property value to the extent that
I had market evidence to support them. I have aiso commented about the effect of the adverse conditions on the marketability at the subject property.
9. I personally prepared all conclusions and opinions about the real estate that were set torth in the appraisal report. It I relied on slgniticanl profeSSIOnal
assistance trom any individuai or individuals in the pertormance of the appraisal or the preparation of the appraisal report, I have named such individual(s) and
disclosed the specitic tasks pertormed by them in the reconcifiation section of this appraisal report. I certify that any individual so named is quaiitied to pertorm
the tasks. I have not authorized anyone to make a change to any item In the report; therefore, if an unauthorized change is made to the appraisai report, I will take
no responsibility for it.
SUPERVISORY APPRAISER'S CERTIFICATION: If a supervisory appraiser signed the appraisal report, he or she certifies and agrees that.
I directly supervise the appraiser who prepared the appraisal report, have reviewed the appraisai report, agree with the statements and conclusions at the appraiser,
agree to be bound by the appraiser's certifications numbered 4 through 7 above, and am taking fuii responsibifity for the appraisal and the appraisal report.
AOORESS OF PROPER ~.
/77#
APPRAISER: /' , .jY
/) %;;~~
Slgnalure /~e-
Name: Tlm'V' erman GAA
DateSign"V'-17-2002
State Celtifi ion #: Ga-000149-L
or State . ense#:
State: a
Expiration Date at Certitication or license: 6/30/2003
444 South Fayette St, Shippensburg, Pa 17257
SUPERVISORY APPRAISER (only if required):
Signature:
Name:
Date Signed:
State Certification #:
or Slate license #:
State:
Expiration Date at Certification or license:
Did i i Did Not Inspect Property
Freddie Mac Form 439 6-93
Page 2 of 2
Fannie Mae Form 1004B 6-93
Form ACR - "TOTAL tor Windows" appraisai soffware by a la mode, inc. -1-800-ALAMODE
!l allnrst
\llfj,' '. H1'JrH:1<11 C1,'n.:f.T :\..\.
:j'ji\
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August 26, 2002
Law Offices
Zullinger - Davis
14 North Main Street
Suite 200
Chambersburg, PA 17201
RE: Estate of Lillian D. Gleim
Date of Death: July 20, 2002
Social Security Number: 204-28-0128
Dear Mr. Zullinger:
In response to your request, please be advised that at the time of death, the above-
named decedent had on deposit with this bank the following accounts.
1. Account Type........................... Checking Account
Account Number....................... 0067351778
Ownership (Names of}.............. Lillian D. Gleim
Opening Date.......................... .06/28/85
Balance on Date ofDeath.........$12,289.15
Accrued Interest
$
0.00
Total....... ....... ................. .... ....$12,289.15
2. Account Type....................... .... Individual Retirement Account
Account Number....................... 87000202506001
Ownership (Names of}.............. Lillian D. Gleim
Opening Date.......................... .03/01/85
Balance on Date ofDeath.........$5,759.06
Accrued Interest
$ 117.33
Total..................................... ..$5,876.39
. Page 2
3. Account Type........................... Individual Retirement Account
Account Number....... ." ....... ...... 87000202506002
Ownership (Names oj}.............. Lillian D. Gleim
Opening Date....... ... ....... .,. .......01/24/86
Balance on Date ofDeath.........$5,439.24
Accrued Interest $ 125.90
Total................................... ....$5,565.14
4. Account Type........................... Individual Retirement Account
Account Number....... ................ 87000202506003
Ownership (Names oj}.............. Lillian D. Gleim
Opening Date.. ............ ...... .......02/06/87
Balance on Date of Death.........$4,484.32
Accrued Interest $ 70.36
Total................................... ....$4,554.68
5. Account Type........................... Individual Retirement Account
Account Number............. .......... 87000202506004
Ownership (Names oj}.............. Lillian D. Gleim
Opening Date.... .......... ..... ........02/ 16/88
Balance on Date ofDeath.........$4,375.45
Accrued Interest $ 97.24
Total...................................... .$4,472.69
August 26, 2002
.
. Page 3
August 26, 2002
6. Account Type........................... Individual Retirement Account
Account Number....................... 87000202506005
Ownership (Names of).. ...... ...... Lillian D. Gleim
Opening Date................... ........03/ 13/89
Balance on Date ofDeath.........$4,245.91
Accrued Interest
$ 22.91
Total................................... ....$4,268.82
7. Account Type........................... Individual Retirement Account
Account Number....................... 87000202506006
Ownership (Names of).............. Lillian D. Gleim
Opening Date........... ............ ....03/09(90
Balance on Date ofDeath.........$12,403.71
Accrued Interest
$
91.29
Total................................... ....$12,495.03
8. Account Type........................... Certificate of Deposit
Account Number.... ................... 87008000426315
Ownership (Names of).............. Lillian D. Gleim or Ellen McBride
Opening Date.. ......... ............ ....06/05/83
Balance on Date of Death. ...... ..$5,000.00
Accrued Interest
$
2.45
Total................................... ....$5,002.45
These accounts were converted from the acquisition of another financial institution. Unfortunately, we are
unable to access any information pertaining to the date the aCCOLtnt was made joint.
.
. Page 4
Augus\26,2002
This letter does not -include any accounts in which the deceased may have been listed as power of attorney,
custodian of uniform transfers, representative payee, or trustee under a \vritten trust agreement,
For any additional information on these accounts, please contact our branch at:
35-39 East King Street
Shippensburg, PA 17257
Phone: (717) 532-4132
Sincerely,
/"'/:; /il" If/ytfj t)tf:- ZAiYJ. ; ~IC
L^' 1.'(.11 iLl ; /)f(}I",
Charlene Warrington, Associate'Y
(302) 934-2722
APPRAISAL OF PERSONAL PROPERTY OF THE ESTATE OF LILLIAN D.
GLEIM. 444 SOUTH FA VETTE STREET. SHIPPENSBURG. P A ON OCTOBER 22.
2002:
Maple open hutch
4 Old mixing bowls@$ 10.00
Miscellaneous cookbooks
Stainless flatware set
Miscellaneous dishes in cupboards
Miscellaneous pots & pans
Miscellaneous small kitchen appliances
Miscellaneous pictures & frames
4 Bar stools @$ 5.00
Miscellaneous stemware
Modem cherry-finish ext. table & 6 chairs (one damaged)
Metal serving cart with 2 glass shelves
Recliner
Large wood-trimmed sofa
Upholstered chair with ottoman
Other upholstered chair
Wicker stand
Oval coffee table
Magnavox console stereo with 8-track player
Record cabinet
Miscellaneous Ip records
Miscellaneous knick-knacks
Zenith console color television
Common table light
Small plastic lamp
Pedestal floor fan
Wicker sofa
Painted arm chair
2 Modem table lights @$ 3.00
Miscellaneous craft items (wreaths; bird house; etc.)
Small round lamp stand
Seth Thomas anniversary clock
Modem 2-drawer stand
Assorted bedding & linens
Sleeper sofa
Modem 2-door pine cupboard
Miscellaneous books
Modem table light
Maple arm chair
Painted bamboo stand
Small cabinet with drawer
Modem kneehole desk
$ 60.00
$ 40.00
$ 10.00
$ 15.00
$ 25.00
$ 20.00
$ 25.00
$ 35.00
$ 20.00
$ 12.00
$ 45.00
$ 8.00
$ 40.00
$ 20.00
$ 30.00
$ 10.00
$ 55.00
$ 10.00
$ 8.00
$ 8.00
$ 10.00
$ 8.00
$ 35.00
$ 3.00
$ 1.00
$ 5.00
$ 95.00
$ 5.00
$ 6.00
$ 15.00
$ 10.00
$ 25.00
$ 15.00
$ 25.00
$ 70.00
$ 25.00
$ 20.00
$ 4.00
$ 8.00
$ 15.00
$ 5.00
$ 30.00
- 2-
Modern wooden armoire
Blanket chest
Vanity with bench
Odd chairs
World globe on stand
2-Door painted chimney-type cabinet
Small 2-drawer cabinet
Modern vanity light
Elna console sewing machine
Sewing chest
Sentry combination floor safe
Ultralux vacuum cleaner
Card table
Fan
Wicker rocker
Small 5-drawer jewelry cabinet
Modern 6-drawer lingerie chest
Emerson portable color television (older model)
Painted dresser & matching chest of drawers
Vanity light
2 Twin beds @$ 35.00
Low painted cabinet
Miscellaneous Christmas decorations
Metal double bed
Walnut-fmish dresser
Open nightstand with draw'.:r
Common vanity light
Frigidaire refrigerator
Maytag automatic washer
Maytag dryer
Porcelain top work table
Doilies
5 Wooden utility cupboards @$ 10.00
McCoy jardineer
Chair with ottoman
NordicTrack exerciser
Fisher portable stereo
Open arm sofa
Miscellaneous hand tools
Shop Craft jig saw
Craftsman 1I4-in drill (older model)
Small K-Mart bench grinder
Small table saw
Hand miter saw
$ 30.00
$ 35.00
$ 20.00
$ 5.00
$ 8.00
$ 20.00
$ 8.00
$ 5.00
$ 35.00
$ 15.00
$ 35.00
$ 25.00
$ 5.00
$ 3.00
$ 45.00
$ 15.00
$ 20.00
$ 5.00
$ 35.00
$ 5.00
$ 70.00
$ 10. 00
$ 5.00
$ 15.00
$ 25.00
$ 15.00
$ 3.00
$ 140.00
$ 150.00
$ 55.00
$ 20.00
$ 10.00
$ 50.00
$ 25.00
$ no value
$ 20.00
$ 5.00
$ 10.00
$ 40.00
$ 10. 00
$ 5.00
$ 5.00
$ 20.00
$ 15.00
.
- 3 -
4-Ft. aluminum step ladder
Assorted nails, screws, etc.
Craftsman push mower
Miscellaneous flower pots
Wooden step ladder
16-Ft. wooden ladder
Lawn wheelbarrow
Miscellaneous lawn and garden tools
One-man cross-cut saw
Push plow
Drop spreader
8-Ft. wooden step ladder
Oval picnic table with benches
5 Metal lav.TI chairs @$ 5.00
Metal patio table
Gas-powered chipper
APPRAISED BY:
/ (] . . //--J-.; /j
I1,!:Vfvrv'<1 /'~~t",~ .f'.{!
Dennis L. Gotshall, Auctioneer/Prop.
Dan Hershey Auctioneering Service
PA Lie. #AU-002306-L
3 Brown Road
Shippensburg, PA 17257
TOTAL:
$ 10.00
$ 5.00
$ 30.00
$ 10.00
$ 5.00
$ 10.00
$ 5.00
$ 15.00
$ 10.00
$ 15.00
$ 10.00
$ 10.00
$ 20.00
$ 25.00
$ 5.00
$ 45.00
$ 2,258.00
.
Investment and Trust Services
F8
TRUST
August 2 I, 2002
Joel R. ZuIlinger, Esq.
14 North Main Street
Suite 200
Chambersburg, PA 17201
Re: Lilliac D. G1cinl
Dear Mr. Zullinger
I have enclosed documents, which verify information you have requested for the
estate of Lillian D. Gleim. The following details the answer to your questions:
I. This account is an Individual Retirement Account, account number 68316000
2. Account was created on April 16, 1993
3. Titled Lillian D. Gleim, self-directed IRA
4. Beneficiary was Ellen H. Gleim
5. Balance on July 20, 2002 $273,227.36
6. I cannot provide accrued interest. I have enclosed a report detailing the
amount of interest or dividends paid to her account from July 20, 2002 to
August 21, 2002
Should you require another transaction details, please let me know and I wi1\
forward it to you promptly.
Sincerely,
~).~~~
Diana L. Sponseller
Trust Officer
Enclosures
iNVESTMENT MANAGEMENT FINANCIAL PLANNING
P.O. BOX "r. CHAMBERSBlJRG. PA 17201-0819 . 717-264-6116
TRUST SERVICES
FAX 717-264-7129
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Inditridual Retirement Account
Farmers and Merchants Trust Company
Name of Financial Institution
APPUCATION
TO PARTICIPATE .
I 55 I 0 Amendment
State of ~ Pennsylvania
Accountholder Information
County of ~ Franklin
Lillian D. Gleim
Name
444 S. Fayette Street
Address
Shippensburg, PA 17257
CitylStale/Zip
Female
Sex (Male or Female)
12-9-34
Date of Birth
204-28-0128
Social Security Number
717-532-6391
Home Phone Number
Business. Phone Number
Beneficiary Information
Primary Beneficiary(ies)
Ellen H. Gleim
Sister
Contingent Beneficiary(ies)
See attached list.
Relationship
Nam,
Relationship
12/8/34
Date of Birth
Name
Social Security Number
Date of Birth
Social Security Number
11 Mainville Road
Address
Shippensburg, PA 17257
City!StalelZip
Address
City/State/Zip
Name
Relationship
Nam,
Relationship
Social Security Number
Dale of Birth
Date of Birth
Social Security Number
Address
Address
City/State/Zip Oty/StatelZip
I hereby designate the above as my beneficiaryiies). Unless othelWise requested herein, each payment made pursuant to this designation; {a} shall be paid in
equal shares to the primary beneficiaryOes) who are living at the time of my death; or (b) if no primary beneficiary(ies} shall be living at the time of my death,
such payment shall be made in equal shares to the contingent beneficiary{ies) who are then living. I have the right to change this designation at any time.
Spousal consent: (for use in community or marital property states)
I agree to my spouse's naming a primary beneficiary other than myself.
Signature of Spouse
Adoption and Acknowledgement
This Application to Participate is made a part of the Individual Retirement Account. I acknowledge receipt of the pian
instrument establishing my IRA. the Disclosure Statement, and the Application to Participate. I understand that (1) this IRA may
be revoked within seven days of the date of its establishment, (2) the Disclosure Statement describes the revocation procedure,
and (3) such revocation may be made only by written notice mailed or delivered to:
Farmers and Merchants Trust Company
Judy V. Shade
Name of Officer at Financial Institution
Name of rmanciallnslitution
P.O. Box T
Address
Chambersburg, PA 17201 261-3576
City/State!2ip Phone Number
~
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Deposit Information
/ TYPE OF DEPOSIT: 0 Regular }
o Spousal For tax year
DSEP
"AMOUNT OF DEPOSIT: The Accountholder has assigned to the Individual Retirement Account $ 213,632.93
'I.. ..; JJ.l1;/I (j) ,MfA;/!
Accountholder's Signature
(~: ~~~al I Brenoh
[]: Rollover
o Transfer
} Complete a Rollover Election or
Transfer Request form.
.....,
4/16/93
Accepted by ,~u:b.t y. ~
I N::;onz'd Signa""e of Trustee/Custodian
) ~
Date
I Aocount Numb<<i')
~
Inventory 1
Accrual Bonds
~
Redemption Date: 7/2002
Issue
Serial Number Denom. Series Date
HS8071810O:E $1,000 EE 4/1993
D38929145EE $500 EO: 4/1993
R100820302EE $200 EE 4/1993
R100820301EE $200 EE 4/1993
L512404870EE $50 EE 4/1993
Yield Next Fina~
Value Interest To Date Accrual Maturity
$780.80 $280.80 5.0n 10/20C2 4/2023 *
$390.40 $140.40 5.01% 10/2002 4/2023 *
$156.16 $56.16 5.01% 10/2002 4/2023 *
$156.16 $56.16 5.01% 10/2002 4/2023 *
$39.04 $14.04 5.01% 10/2002 4/2023 *
1 = Not eligible for payment (purchase price) 2 = Matured (exchangeable for HH) 3 = Matured (not exchangeable)
* = Possibly eligible for U.S. Savings Bond Education Benefit Program.
See footnotes on Inventory Summary page.
1
,
Inventory 1
Inventory Summary
"
Redemption Date: 7/2002
Number Inventory Redemption
of Bonds Value Value Interest
Accrual Bonds
Pre-January 1990 Issue Dates: 0 $0.00 $0.00 $0.00
January 1990 and Later Issue Dates: 0 $1,522.56 $1,522.56 $547.56 .
5 $1,522.56 $1,522.56 $547.56
Current Income Bonds 0 $0.00 $0.00 $0.00
Inventory Totals 5 $1,522.56 $1,522.56 $547.56
Footnotes
* Proceeds from Series EE & I Savings Bonds with issue dates beginning January 1990
may be eligible for special tax exemption when used for post-secondary education.
For further information concerning the benefits and restrictions that apply,
please contact the Internal Revenue Service.
1 These bonds are not eligible for payment within 6 months of their issue date.
2 These bonds have reached final maturity and will earn no additional interest.
They can be exchanged for HH Bonds within a year of their final maturity date.
3 These bonds have reached final maturity and will earn no additional interest.
They are not eligible for exchange for Series HH Bonds since they have been held
over a year past their final maturity date.
2
..
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, -
INVENTORY
, Deceased
No.21 02 0693
Date of Death 7/20/2002
Social Security No. 204280128
Estate of Gleim, Lillian D.
also known as
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no
real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. l!We
verify that the statements made in this inventory are true and correct. IMle understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Name of
Attorney: Joel R. ZullinQer
Personal Representative:
~ :7/,7<fL
1.0. No.:
Address: 14 North Main Street, Suite 200
ChambersburQ
Telephone: (717)264-6029
Dated
PA 17201
Description
Value
Stocks & Bonds
U.S. Series EE Savings Bonds shown on attached inventory
1,522.56
Closely-Held Corporation, Partnership or Sole-Proprietorship
0.00
Mortgages & Notes Receivable
0.00
Cash, Bank Deposits, & Misc. Personal Property
Checking Account #0067351778, Allfirst Bank
12,289.15
Total
144,502.46
(Attach Additional Sheets if necessary)
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
RW-4
.
~
Continuation of Inventory
Gleim, Lillian D.
21
02
0693
Parle 1
Description of Inventory
Description
IRA Account #87000202506001, Allfirst Bank,
including interest accrued to date of death
Value
5,876.39
1985 Toyota Camry, appraised by Fitzgerald
Toyota
1,700.00
IRA Account #87000202506002, Allfirst Bank,
including interest accrued to date of death
5,565.14
I RA Account #87000202506003, Allfirst Bank,
including interest accrued to date of death
4,554.68
IRA Account #87000202506004, Allfirst Bank,
including interest accrued to date of death
4,472.69
IRA Account #87000202506005, Allfirst Bank,
including interest accrued to date of death
4,268.82
IRA Account #87000202506006, Allfirst Bank,
including interest accrued to date of death
12,495.03
Personal Property appraised by Dennis L.
Gotshall
2,258.00
Real Estate
Tract of real estate, together with improvements
thereon, situate at 444 S. Fayette St.,
Shippensburg, Cumberland County, PA
89,500.00
Subtotal $
130,690.75
144,502.46
Grand Total $
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
ZULLlNGER JOEL R
14 NORTH MAIN STREET,SUITE 200
CHAMBERSBURG, PA 17201
n_nn_ fold
ESTATE INFORMATION: SSN, 204-28-0128
FILE NUMBER: 2102-0693
DECEDENT NAME: GLEIM LILLIAN D
DATE OF PAYMENT: 12/26/2002
POSTMARK DATE: 12/23/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 07/20/2002
NO. CD 001990
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $338.70
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$338.70
REMARKS: LISA KITNER & DORIS JACKSON
C/O JOEL R ZULLlNGER
CHECK# 119
SEAL
INITIALS: CW
RECEIVED BY:
REGISTER OF WILLS
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
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TAXES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
JOEL R ZULLINGER
ZULLINGER DAVIS
14 N MAIN ST STE
CHAMBERS BURG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-17-2003
GLEIM
07-20-2002
21 02-0693
CUMBERLAND
101
*'
<<EV.15~1 EX AFP 100-OS}
LI LLIAN
D
200
PA 17,201
Allount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REv:i54n~lCiif"p-(OFii3Y-NoYicnjrINHEifi;:ANcrYAx-XpPRXisEiiENT-,--iiLl-oWANCrcfi---m-----------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GLEIM LILLIAN D FILE NO. 21 02-0693 ACN 101 DATE 02-17-2003
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule AJ
2. stocks and Bonds (Schedule BJ
3. Closely Held stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable {Schedule OJ
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(71
89.500.00
1.522.56
.00
.00
53.479.90
2.501.22
273.227.36
(B)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad... Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule Il
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule ~]
14. Net Value of Estate Subject to Tax
(9)
(10)
17 , 926.84
779.15
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax paYllent.
420,231. 04
]8.7n~ 99
401, 525.05
.00
401,525.05
NOTE: If an assessment was issued previOUSly, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15) .00 X 00 = .00
16. Allount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 = .00
17. Allount of Line 14 at Sibling rate [171 365,228.58 X 12 = 43,827.43
18. Allount of Line 14 taxable at Collateral/Class B rate (18) 36,296.47 X 15 = 5,444.47
19. Principal Tax Due (19)= 49,271.90
TAX CREDITS:
<n",..., l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-18-2002 CDOO1753 2,446.66 46,486.54
12-23-2002 CDOO1990 .00 338.70
TOTAL TAX CREDIT 49,271.90
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" lCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
C/:I
dK
STATUS REPORT UNDER RULE 6.12
BEFORE THE REGISTER OF WILLS. COUNTY OF CUM6ERLAND_. PENNSYLVANIA
Name of Decedent: lillian D, Gleim
Date of Death:
7/2QiJ_002
File No,
21-02-069L.
Pursuant to Rule 6,12 of the Supreme Court Orphans' Court Rules, I report the following with respect
to the completion of the administration of the above-captioned estate:
1, State whether administration of the estate is complete:
YES _t< 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 the following:
a. Did the personal representative file a final account with the Court?
YES__ NO
x
b.
The separate Orphan's 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 ~_ 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: 11/3/200l__
1:.
Sig
JQ.el_ ~Z!JUinger
Name (Please type or prin
'!4.JltorttLMain Street, Suite 200 _ _._
Address
Chambersburg
PA 17201
(717j2.Q4:.QQ2~
Tel. No.
Capacity: Personal Representative
X Counsel for personal representative