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HomeMy WebLinkAbout02-0742PETITION FOR PROBATE and GRANT OF LETTERS Estate of Wesley L. Holt also known as Social Security No. Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania Deceased. 201-18-0057 The petition of the undersigned respectfully represents that: Your petitioner(s), whoare 18 years of age or older an the executors named in the last will of the above decedent, dated November 23 , 1922.-_ and codicil(s) dated none (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with h is last family or principal residence at 313 East King_Street Borough of Shippensburp, (list street, number and muncipatity) Decendent, then 75 years of age, died July 3 ,~ 2002 , at Chambersburg Hospital, Chambersburg, PA Except as follows, decedent did not marry, was not divorced and dicl not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: ~ none Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 3,500.00 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ 50,000.00 situated as follows: 313 - 313 East King Street. Borou h of Shi ensbur Cumberland Count WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary (testamentary; administration c.t.a.; administratian d.b.n.c.t.a.) theron. ~ ~ b ,.. Gerald er he ~ ~ ~' C ~•~ Ronald L. Hal Sr. ~, n. v ~.. ~ O cC G M 126 Neil Road Ship~ensburg, PA 17257 15 Short Lane Shi~pensburg, PA 17257 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF CUMBERLAND The petitioner(s) above;-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well ar~d truly administer tl;e estate aAcording to law. Sworn to or affirmed and subscribed before me this 16th day of AUGUST 2002 xX~xx ~A,Ea (~~~t"'~"~ Regis er lvo. 21-02 --i~-12 To: ~~-~~- No. Estate of Wesley L. Holtry ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW AUGUST 16, 2002 19 , in consideration of the petitsGn on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated November 23, 1992 described therein be admitted to probate and filed of record as the last will of Wesley L. Holtry and Letters _ Testamentary are hereby granted to Gerald H. Hershey and Ronald L. Hall, Sr. -' ~ ~ ~ Register of Wills ~e FEES r 7 Probate, Letters, Etc.......... ~ 115.00 Jerry A. Weigle, Esquire ~~01624 Short Certificates( ) .......... S i~_ ATTORNEY (Sup. Ct. I.D. No.) .~t~'s~, .p~g~~ $ 9.00 WEIGLE & ASSOCIATES , P . C . 126 East King Street ~C1J ~ 5.00 ADDRESS TOTAL $ 141.00 Shippensburg, PA 17257 Filed 8-16-2002 (717) 532-7388 put iri 'proth box ~ for ~atty ~8-16-2002 PHONE uu,.xu5 kry ~ivr; phis is to certify th~At the. information here given is correctly copied from an original certificate of death drily filed wiC6 me as Local Registrar. The original certificate will he forwarded ro the Szate Vital Records Office for permanent filing. WARNING: It is iNegal to duplicate this copy by photostat or photograph. Fee for this certificate, $1.00 Local Registrar f~ 647675 N~. C. ~- ~,~~ )are ,,, uT COMMONWEALTH Of PENNSYLVANIA • DEPARTMENT Of HEALTH • 4lTAL RECORDS CERTIFICATE OF DEATH -_~-_-~-~_-_-~~-~---- --__-_---_--'_`--- 9E%_~-_ SOCIAL SECVRITV NUMSf'R DATE OF DFrtr-.MCren. (~a., hir1 NAME Of DECEDENTS wf.Mdnle. lanl 7_3_;,2 207 - 18 - 0057 . . ,, Wesley L. HoLtry E Male a. AOE ILaM S•Y'O•VI UNDER t YEAZI UNDER 1 D/tl DATE OF &RTN BORNPL/rCE !CM arrU PIACE OF DEATH rCnecA orN nne-- vw ~nsrruaam nnaner siMl 'bYl 3MIe nr FC,ergn Caunnvl HOSPITAL----- - -_-~ OTMER ~_--~ ----~- ~MOnm. DAY . MOAM r paw HaAa • MNtAw 75 rb 5-21-27 Shippensbuzg,PA Inpflwfe~ ERIQApnNm u DaN^ Nor~M ^ Raareanc•^ sP~.~M^ ~ - • y s. T. • (',AUNTY OF PERM CffV', 30RO,TWPOF DEATH FACRRY NAME111 rot ns,aAwn. Br+•saes frd rwnCwr YM9 CEDE (M-tOF N13PANIC ORIGINS MS~E~Am•rrcan Mtlw.BMCR,WM. Mc ND ® Yw U N Yaa. fpeOrfT Cuban. Chambezsburg M Chambersburg Hospital ~ ••K+^ P~^k+^ •~ ,Y White Franklin « DECEDENT'S USUAL rDCCUPATNX/ KIND OF BUSINESSANWSTRY YMS DECEDENT EVER IN DECEDENT'S EDVCAM3N MAMDK 91ATU3•MarTrn SURVIVING SPOUSE I U.S. ARMED FORCES] n e NMrMmifA, Wlmwe. rn ..h. a~r•ma,wm nen,r (GrwfVrndwak pore auluq mot d faMElrq YN: r10 r•lluw rtlua0l ENmanbrylS•coMAry Cnibp• Dirare•n lSOeeM K•^ ~~ 1Pt21 It Aa S.) Never Married 9 ,,, Ts. . „~ laborer ,clothing Company ,E ,~. DECEDENT'S MAILRAT ADDRESS fSnM. Crry]kwr, Slab. Zy Conel NTS Pennsylvania aW ,ra^Yt. aw.aM+w.eM ^+r ~ 313 E. King St. . Ta. Slab TUAL RESIDENCE ~•~ tw n ~ Shippensburg, PA 17257 f5ea runrFlrerrf ontlnnSbel Im Cumberland '°"°"~T ,Tn.~ ~Nn~MWrTIIm~Afd Shippensburg, ___,,,,„~ _ fIDNER'S NAME IFVY. MrOde. LafR MOTHER'S NAME IFfR. Mdpp, McWen Swnarnel Elmer L. Holtry ,s, Lu Lu Rowels s INfOfIMANT'S MARINO ADDRESS fSYM. City? I. SIM. Zip Cotlal INFOIW.WT'$ NAME (TYOA'Pr•rD 126 Neil Road, Shippensburg, PA 77257 Gerald H. Hershey X METNaooff%svosITIAN oaEOfa3POSfraN ~ PLACeofa3PDSrnoN-NMMdc.m.I.ry.c..mwen LocagN~cllYrto.n.s.I..zowa. r~ cr.R.mn^ RM,Iaa rem aa.^ BAawI.Dw. tY.l ~Oin"P1K` Shippensburg, el a D,,,11e„p onrrtSlrtrL. ^ 7/8/02 Spring Hill cemetery =70 Cumberland County, FA rt - e. ~,~ ttY. RAL SE R'E OR ACTING AS 3lICN LICEN3E NUMBER NAME AND AOORE3SOF FAgLRV Ebgelsiarfgex'-ffiidcer F.H. 7nc., ShippalstAUq, PA 17257 017776-L m. ~„ rn as. NED ORE SM . a CerryMa rlemf 2YC only Mran Ferlrryrrrq b O4 MM d my trowrnga. MaM Occurfetl at IM I . Dale aM pl eA. LICENSE NUMBER pn,aipfn • M aVlYYIe rn Irrrla of Mrnn 10 re arM 7AS1 IMOrIn. Dey. 'ball va~rs~.~4 - ,~S' ~, rl 3 .acC ' R ~ , ~ e,ulYeeuwaafaat. xE. (1 ~Y~Ct.CY K~v ~ L~~ 'ry E», . ___ ,lanY 2423 rely lr OOnrpMeO by TIME OF DEATH DATE PRONOUNCED OEADIMw.n. Day, rem) NMS CASE REFERRED TO ME ICAL E%AMINERICOROf1ERi 1M^ M•m ' _ / PaNOn MbprprOrw .fa n. fAwr l: Em«IM ar...f•..rnwrr..wconrplKMOM+n,cn uusaa lnaa.am DO nol.m«tM rwe.maviry.er.cn.frara,cn„aspramrv.rr.•L,nor:. or M.n la~wr• ,ApPm.rm,b I+ART N: oxw.ynrnc+M COneboM Cennc.nmoto e«,n nr,r ~ waral bao••n nM I•fOII•p n,r» wrafnwq cars ar.•rr n FAnT I L+I arN oM cur. an •adt Arr , a+N ana afm ~--~~ BrEDIATecAUfe~Frw -fi r _~~NJ I ( ~ ~ ~ N3~c? MJI~V'e ° ~ n u / ---- aww.ar~n _ e Cwt rv*.4 G r alErofa+ASACONSEOUENCEOFl r ~°prO~A ~u I}•oQ-rt .__.___~.. _ --.f_.__ 3enrlar•IafT e/mrtllbr D. _-. ~ nsnY, bebpbmMaW DUE TO IOR AS ACONSEOUENCE OFT I i PQg•T ~F tSw DIM. Ernes VMDERLYNq _-- _ ~ ICJ1UlE (Drwae• d •wY •vl fvtaW ewo c DUE TO fpf ASACpNSEWENCE.OF)' i r~Irp n al.Y,l WT a WA3 AN Al/TOPSY WERE AUTOPSY FINDINGS MANNER OF DEATH DATE OF INJURY TIME OF INJURY INJURY R14tDRNT DESCRIBE NQMINJURY OCCURRED PERFORMEOt IY/IrEIA%E PRIOR TO IManm. OaY. read COMPLETIONa CAUSE NMW ~ Ilolncib ^ Of DEATNT Ne ^ Ne ^ AKreaM ^ PreMny lmeffigatbn ^ ~ ~ ry~ ff---~T M. ~. TYa ^ Np fll Yw ^ NO t-J $u'rclM ^ LOUM nM M MlfrmrMO ^ PIACE fJF INJURY. N nomf. rrm. NraN, IfctgY, aelc• LOCATION ISnaer. Lny/TOwn. SbNI -_ __. Witlin9. nc. ISPOr' NI iM. ]01. . M . EYa. tM. CE1fTIf1ERICMet oNyaW SR;N TL G ~~ 'CFIITIFYIfIG fN1YSICMM IPbyPCrn canMnq CauN d Dean .Mar an01nM p1'NSe~m nw MOrounce0 Oraln aro Compfletl lbrr 131 ~ Te1M Ywtef mY tn•wNCY•. MaurottvR•dAU•blM efuf•fflaM m•nmfwM•IW ..................................................... ~_ __._, ilY. LICE '~I~MBER '7 DATE Sq Dt~M/~w/n Dav tbart r ~ygyq~ 1 ~~ ~ f ~ ~ 3 0 aeam ~-___ L___ !~ •RR~MDIINGND Afw DERTMYINO PNVSIGTAN iPNVSCan bpf`pr~nounurg OedM anO CeT%yfgrocaVSe o Ia ~Ta _~~_. ~.l r m. b«IwmY tnP.Napa.M,m xcw..e,fu..nnr..a.I..,ww.c•.,.teea.bfn. o,rr..ul.na m,nn.....I.e.a.. ^ ~t<.f NAME AND AppE38,[1f P~N W~~ 4 CAU ~E TN Ilan 7]1 T p~R J a r. 'MEDICAL EXAMINER/C0/10NER I/~, `( ~ / e~Y ( I ~ On M. WMa o, namfneTlon anNOr Inveallga,ion, in my opinion, Jealh arcunad al fA tlma. Oa,e, and late, and due lo,M cause f nE L~ ~ 2~ !v / / L ~.f ! X720 / ...... . . .. .. mannM ea fta,etl ........................................... . . ...... IZ. ` ~~ 7 f..IT1 . _ _ _4 ]la_ DATE FILED (MOnln. pay Mu ~-_-_- REGtSTRAR'SSIGNATUREANDNUMRER f' ~ ~~~L~%~r 3. ~-. ~ ~r LAST WILL AND TESTAt 1ENT I, WESLEY L. HOL7.RY, of 313 2 East King Stx-eet, Borough of Shippensburg, Cumberland County, Peru~.sylvania, being of sound mind, memory and disposition, do hereby make, publish and declare this my Last Will grid Testament, hereby revoking and making void all wills by me at any time heretofore made. FIRST. I order and direct the payment of all my jus~~t debts and funeral expenses as soon as may be convenient after rnY decease. SECOND. I give, devise, and bequeath all my estate, real, personal, and mixed, whatsoever and wheresoever situate, to my sister, DOROTHY R. HOLTRY, In the event that the said Dorothy R. Holtry should predecease nxe or is not living on the sixtieth (tiOth) day following my death, I then give, devise, ar,~d bequeath my said estate, in equal shares, as follows: A. ONE SHARE to my niece, DOROTHY WARRF~1, of Shippensburg; B. ONE SHARE to my nephew, GERAI~ H. HERSHEY, of Cleversburg; and C. ONE; SHAtZE to my nephew, RONAI~ L. HALL, SR,, of Newville. In the event that any of the above-named beneficiaries should predecease me or is not living on the sixtieth (60th) day following my death, I then give, devise, and th my said estate, in equal shares, to the surviving named beneficiaries. I nominate, constitute and appoint my nephews, GERALD H. HERSHEY and L. HALL, SR., or the survivor thereof, to be the Co-Executors of this my Last and Testament. ~,/~~ (SEAL) MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - t26 EAST KING 5'iREET - SHIPPENSBURG, PA. 17257 , FOURTH. I direct that rry personal representatives shall not be required to give ,bond for the faithful performance of their duties in any jurisdiction, ',FIFTH. I direct my Co-Executors to retain the services of DAVID P. PEPSINS, (ESQUIRE, with respect to the settlement of my estate due to his familiarity with my ~iaffairs. ilV WITNESS IOF, I, WESLL'Y L. HOLTRY, have hereunto set my hand and seal to this my Last Will and Testament, written on two pages, the first page signed for identification only, this c~ ~ day of ~Q--~.{-c.~,~.~~ , 1.992. ,I (SEAL) This instr~unent was by the Testator, WESLEY L. HOLTRY, on the date hereof, signed, published and declared by him to be his Last: Will and Testament, in our presence, who at his request and in his presence and irr the presence of each other, believing him to be of sound and disposing mincl and memory, have hereunto subscribed our names as witnesses. -2- MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 126 EAST KING 51'REET - SHIPPENSBURG, PA. 7 7257 COT~iONWEAL2°H OF PENNSYLVANIA SS. COtJNI'Y OF CIJI~IB~LANI) I, WESLEY L. HOLTRY, the Testator whose names is signed to the foregoing instrument, having been duly qualified according to law, do hereby acl.-nawledge that I signed and executed the instrtnnent as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acla~.owledged before me ,by WES~Y L. HOLTRY, the Testator, this ~~-,~k'~ay of LL2~°~~.~2Q<-J 1992. ~ ~ ~ ~ liebeCCa L. Holtry, Nobly 1~ Shippenburg, PA CumbN1M1 M Cora~usaioni MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 726 EAST KING STF2EET - SHIPPENSBURG, PA. 17257 •, .~ ", CONI~IONWFaALTH GF PENNSYLVANIA SS. CGUIv"1~: OF CC1i'IBERLANI) We , ~.~Ja~ .o ~ ~ a~~k~Q and the witnesses whose names are signed to the forE.going instrument, being duly qualified according to law, do depose and say that we were present and saw WESLEY L. HGLTKY, Testator, sign and execute the instrument as :his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed ttie will as witnesses; and that to the best of our lmowledge the Testator was at the time eighteen (18) or more years of age and of sound mind and under no constraint or tuzdue influence . Sworn or affi to and subscribed before me by ~ ~,~ ~aitnesses, this ~.~a y of ~..U~~r ~z~~,~ ; 199. MMee~ 1. l~ioitry, N~Ir! 1~ ~IlbYts, PA CumblllN/ CMRIiuiOn Ex ei MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA. 17257 REV-1'500 EX + (6-00) OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA REV-1500 DEPARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 2002 0742 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Holtry, Wesley L. 201-18-0057 DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE DENT 07/03/0'). OS/21/1927 WITH THE REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 3. Remainder Return CHECK ~' Original Return ~" Supplemental Return B (date of death prior to 12-13-82) APPRO- 4. Limited Estate 4a. Future Interest Compromise 5. Federal Estate Tax Return Required 18ate of death after 12-12-82) PRIATE 6. Decedent Died Testate 7. eeedent Maintained a Living Trust 0 B. Total Number of Safe Deposit Boxes (Attach copy of Will) (Attach acopyofTrust) BLOCKS 9. Litigation Proceeds Received 10. Spousal Poverty Credit(date of death between D 11. Election to tax under Sec. 9113(A) 12-31-91 and 1-1-95) (Attach Sch 0) T/;lm~ijMl)ltjj.~I!l_~l.lK'ull!ij!#!I!_.g.G9j!jl!~!N1r411jiji@IlMAifiPflil!~IHl~p!rPl NAME COMPLETE MAILING ADDRESS COR- Jerry A. Weiqle, Esquire 126 East King Street RE- FIRM NAME (If Applicable) Shippensburg , PA 17257 SPON DENT WEIGLE & AS8CX:IATES , P.c. TELEPHONE NUMBER (717) 532-7388 OFFICIAL USE ONLY 1. Real Estate (Schedule A) (1) 32,300.00 2. Stocks and Bonds (Schedule B) (2) None 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None 4. Mortgages & Notes Receivable (Schedule 0) (4) None 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 5,944.73 6. Jointly Owned Property (Schedule F) D Separate Billing Requested (6) None RECA- PITULA- 7. Inter-Vivos Transfers & Miscellaneous TION Non-Probate Property (Schedule G or L) (7) None 8. Total Gross Assets (total Unes 1-7) (8) 38,244.73 9. Funeral Expenses & Administrative Costs (Schedule H)(9) 10,690.93 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 7,020.46 11. Total Deductions (total Lines 9 & 10) (11) 17,711.39 12. Net Value 01 Estate (Line 8 minus line 11) (12) 20,533.34 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax (13) None has not been made (Schedule J) 14. Net Value Subject to Tax (line 12 minus line 13) (14) 20,533.34 SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) x.o (15) TAX 16. Amount of Line 14 taxable at lineal rate 0.00 x.o 45 (16) 0.00 20,533.34 - COMPU- 17. Amount of Line 14 taxable at sibling rate X .12 (17) 2,464.00 TATION 18. Amount of Line 14 taxable at collateral rate 0.00 X .15 (18) 0.00 19. Tax Due (19) 2,464.00 20. D I~Kr~!jjYijilAl!li!ij~ji,~ni$:4!1~iI!I@lItJl:MlMIWMl!1tt1 Il-S~-~ J- "'",',',}'",'"""""""""""",}"",,,,",,"","}'"""""""'",,}',';,:,;,:,,',,,.JiJlE. ',lllJRl!dfO'AI'lSWiill',Il.'Ui. ",OU.' .E. SR.., O.'N.. 5,0.'1'1.. .,'.PAG. ;':'. E,2.. .;:!\NI)"REllHECKMAThl"!j(}';,:, ,',",""'.'.'...' ................,..,..,..,..,..,..,.....,._,-.--.................................................,.....,........................--............--... o PA15DD1 NTF 29755 Copyright 2000 Greatland/Nelco LP - Forms Software Only Estate of: Wesley L. Holt:ry SUMMARY OF ALLOCATIONS TO BENEFICIARIES Taxable at sibling rate LOrothy R. Holt:ry 20,533.34 21-2002-0742 PA REV-1500 EX (6-00) D dt'C It Add Page 2 ace en s amPle e ress: STREET ADDRESS 313 1/2 East King Street CITY I STATE I ZIP Shi PA 17257 Tax Payments and Credits: 1. Tax Due (Page 1 Une 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discou nt (1) 2,464.00 0.00 Total Credits (A + B + C) (2) 0.00 3, Interest/Penalty ]f applicable D. Interest E. Penalty Total Interest/Penalty (0 + E) 4. If line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Une 2, enter the difference, This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WilLS, AGENT (3) 0.00 (4) (5) 2,464.00 (5A) 0.00 (5B) 2,464.00 ....................,...................,.....,........,.-...-..,..-,..........,...,.........................,.,.......................,........,.,.,.....,.,.,..........,...,...,.......,..,.,..., ..'...'.....'.'...'.'...'.....'.'...',....,...............,'..............,.............,........'.....,..............,....,..........................,...........,.,.....,.....'...,.,...,......,...,. .........,...........,......,..........,....,...,.,...,..........,...,...,.,.........,.......,.....,...........,......................,......,......... ...................,.,.,.................,...,',.......,..,...,'..,...,...,...,.............................,...........,..,.....,........,........,...........,..........,...,..,...,.. ...'.....'.....'.....'.....'..........',..............,...............,..............,...............,.........................................,.,.....,.....................,.................,.....,. ....................,.......................................................,..............,...,.......,..,...,.,...,.....,.,.....'.......,............ ..........................,....,.........,'.".....................................................................,........................,...................,..,..,...... '...........'.....'.'...'.'....,..'..,..'...........................................,....,.........,...................,........................,.........,.......,.....,.........,..................,. .....,.,..................,.............................,.....,.....,.,......,.,.....'..,.......,.....,.....,........,...........,..........,.............. ................,.,.,.,.......,.................'........,................................................,..,...........,......,..................,..........,..,..........,..,...,..... pLEASE ANSWER THE FOLLOWiNG QUEsfiONS BY PLACiNG AN "X" ::.:.:.:.:.:.:.:::.:.:.:.,.:.:",:.:",:,:.":.:,,.:.;.:.:.;.,.:.;.,.:.:.,,:.:.:,:.:-:.:.:.:.;.:-:.:.:.:.:.:.,.:':.:.:.:.:':.,.:.:.:.:':.,.:.:.:.:.:.:.:.:.:.:.:.:.:.:.:.,.:,:.,.:.:.:.,.: ...,.....,.....,...........,.....,..,.....,.,...,.,.,......................,..............,...............,........'.....','....,....','...'.'...'...........'........,................ :.:...:",..:,:.,.:.,.,.:,:...:,:...:,:.:.:.:.:.:.:.:,:.:.:.:.:.:.:.:.:.:.:.:':.,.:':.:.:.:.:.:.,.:':.:.:.,.:.:.:.:.:.:.:.:.:.:.,.:.:.,.:.:.,.,.:,:.,.:,:,'.:.:.,.:.:".:,:".:.:,:.,.:.:. "':':"':'.:"':'.:"':'.:"':'.:...:..:..':':"':':',.:.:.:.:.:.:.:.:.:-:.:.:':.:.:.:.:.:.:.:.:.,.:':.:.:':.,.:".:.:,:.:,:.,.:".:.:,:.:.:".:.:,:.,.:,:.,.:,:.,.:.:.:.:':.:.:.:.;......'. TjIj.THE...A'PPR6PRiA'TEBL6cKS.. Yes No ~ I B ~ 1. Did decedent make a transfer and: a. retain the use or income of the property transferred; ,.".,..,............. . . . . . . . . . . . . b. retain the right to designate who shall use the property transferred or its income; . . . , . . , . . , . , . c, retain a reversionary interest; 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . .. D 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 perjur:y, I declare that I have examined this return including accompanying schedules and statements, and to the best of my knowledge and belIef, it is true, correct and complete. Declaration of preparer other than the personal representative is based on information of which preparer has any knowledQe, SIGNA" RE OF PER 0 E ONSIBlE F R FILING RETURN ~ /n/t/3 ~AT?~/ 0'3 17257 on ~ on {72P.S.1i 9116(a)(1.1)(i)]. For dates of death on or after January 1, 1995. the tax rate is Imposed on the net value of transfers to or forthe use of the surviving spouse is 0% [72 P.S. Ii 9116 (a) (1.1)(ii)]. The statute tln",!!: nnt ",v",mnt a transfer to a surviving spouse from tax. and the statutory requirements for disclosure of assets and filing a tax return are stilt 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.li9116(a)(1.2)]. The tax rate imposed on the net value of transfers to orfor the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72.P.S.li 9116(1.2) [72 P.S.1i 9118(a)(1)]. The tax rate imposed on the net value of transfers to orforthe use of the decedent'ssiblings is 12% [72 P.S.li9116(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 oradoption. o PA15002 NTF 29758 Copyright 2000 Greatland/Nelco LP - Forms Software Only Estate of: Wesley L. Holtry 21-2002-0742 The following person(s) are signing the return as representative(s) of the estate: Gerald H. Hershey 126 Neil Road Shippensburg, PA 17257 REV-1502 EX + (1-97) , COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Wesley L. Holtry SCHEDULE A REAL ESTATE FILE NUMBER 21-2002-0742 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 01 survivorship must be disclosed on Schedule F. ITEM NO. DESCRIPTION VALUE AT DATE OF DEATH 1 313 - 313 1/2 East King Street, Borough of Shppensburg, Cumberland County, PA 32,300.00 TOTAL (Also entar on lina 1, Recaoitulationl $ (If more space is needed, insert additional sheets of the same size) 32,300.00 7 CPA21 NTF 10904 Copyright Forms Software Only, 1997 Nelco, Inc. REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Wesley L. Holtry SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21-2002-0742 Include proceeds of litigation & date proceeds were received by the estate. All prop. lolnUy-owned with rlaht 01 survivorship must be disclosed on Sch. F. ITEM NO. DESCRIPTION VALUE AT DATE OF DEATH 1 Cash from safe deposit box jointly owned with Dorothy R. Holtry ($260.00 x 1/2) 130.00 2 Orrstown Bank Checking AcCOilllt #103000640 3 Allfirst Bank Checking Account #0950351840 367.31 104.34 4 Personal Property at appraised value 376.00 5 1990 Chevrolet Blazer 1,600.00 6 1995 Ford Taurus 3,000.00 7 Amalgamated Insurance Fund - 08/01/02 benefit 8 United National O:>tton Retirerrent - 08/01/02 benefit 166.19 200.89 TOTAL (Also enter on line 5. Recapitulabon) $ (If more space is needed, insert additional sheets of the same si2e) 5,944.73 7 CPA81 NTF 10908 Copyright Forms Software Only, 1997 Nelco, Inc. REV-1'511EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Wesley L. Holt:ry SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21-2002-0742 Debts of decedent must be reported on Schedule I. ITEM NO. DESCRIPTION A. FUNERAL EXPENSES: AMOUNT 1 Fogelsanger-Bricker Funeral Heme 5,300.00 2 Opening grave 390.00 B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Gerald H. Hershey Social Security Number(s)/EIN No. of Personal Representative(s) Street Address 126 Neil Road City Shippensburq State 1,912.24 PA Zip 17257 Year(s) Commission Paid: 2. 3. Attorney Fees Narre: Weigle & Associates, P. C. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address 2,544.68 0.00 City Relationship of Claimant to Decedent State Zip 4. Probate Fees 155.00 5. Accountant's Fees 0.00 6. Tax Return Preparer's Fees 0.00 See Schedule attached Total iran continuation page (s) 389.01 TOTAL (Also enter on line 9, RecaDitula~on) $ (If more space is needed, insert additional sheets of the same size) 10,690.93 7 CPA11 NTF 10911 Copyright Forms Software Only, 1997 Nelco, Inc. Estate of: Wesley L. Holtry SCHEDULE H, PART B -- Administrative Costs Item No. Description 7 News Chronicle - advertising Letters Testamentary 8 Olrnberland Law JOlll1laI - advertising Letters Testamentary 9 Sailhamer Real Estate - rrarket analysis 10 Register of Wills, Olrnberland County - filing PA Inheritance Tax Return 11 Weigle & Associates, P.C. - reimbursement for postage, xerox copies, and long distance telephone calls 12 Linda K. Klein - notary fee 13 Weigle & Associates, P.C. - reserve for filing Family Settlement Agreement with Register of Wills, Olrnberland County 'IOI'AL. (Carry forward to ffi3.in schedule) . . . . . . Page 2 21-2002-0742 Arrount 93.26 75.00 100.00 15.00 22.75 8.00 75.00 389.01 REV-1'512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Wesley L. Holtry SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS FILE NUMBER 21-2002-0742 Include unreimbursed medical exoenses. ITEM NO. DESCRIPTION AMOUNT 1 Orrstown Bank Checking Account 103000640, checks clearing after date of death 210.48 2 Allfirst Bank- home equity loan 23-26316 6,320.41 3 H & R Block - 2002 incane tax preparation 40.00 4 Chambersburg AIS/West Shore EMS - 02/05/03 statement 449.57 7 CPA12 NTF 10912 TOTAL (Also enler on line 10, Ree_oilul_lion) $ (If more space is needed, insert additional sheets of the same size) 7,020.46 Copyright Forms Software Only, 1997 Nelco, Inc. REV-1'513 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES Wesley L Holtry No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 Ibrothy R. Holtry 313 1/2 East King Street Shippensburg, PA 17257 FILE NUMBER RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Sister 21-2002-0742 AMOUNT OR SHARE OF ESTATE 20,533.34 ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 17 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 None B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS None 7 CPA13 NTF 10913 TOTAL OF PART II -- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ Copyright Forms Software Only, 1997 Nelco, Inc. (If more space is needed, insert additional sheets of the same size) 0.00 'f"...&j o..!~jl !l, . ~ SAFE DEPOSIT BOX INVENTORY' '':O_ONWUlTI1 01' "~NN~YlV""NI"" . ClU,UT.....u..r at' 1.!V(f'1IJf; INHUtTAHO TAX tlIVl~OH ... _ .....:>,. P'O,u O"'IQ lOX 1n7 H~lC,tl1.UIlG.''''' 1710J....&:l:z7 P!ea~. Print or Type MUST Ba COMPLOTED BY RaPRESENTATlVE Of FINANCAL INSTITUTION WHERE SAfE DEPOSIT BOX IS LOCATED AND RETURNED TO ABOVE ....DDRESS COliNTY CODE RL! NUMBER SOCIAL SKUR1TY OR DEATH CartRCATE NUMBeR :OUI-W-UUS-/ 21-02-U:/42 DATE Of DEATH 07/OJ/"2.UU2 OECEOE:-lT'S NA..\1,e (l-J,ST. f\RST. "",,Ica~ AOORE55 OF OEGDENT (STRfET] _- {ClTI1 JIJ~ t:. King Slo. Shippensburg NAME AND ADDRESS OF PERSQN RiQUemN<l THE OPENING OF THi SAFl! DEPOSIT SOX [NAME') ($TAl'!) (ZI' COCE) PA 1/"2S/ . .-:-~ Welgle, Perklns Ass. Attorney 1CIrY1 1- L kln Street Shlppensburg' 'PA NAME. ADDRESS AND RELATIONSHIP (IF ANY) TO OeatlENT. OF FalSON(S) PRESENT AT THE BOX OPENING ~. (l"l)o.Mf) (JW.AnON~HJp] Gerald H. Hershey nephew [$TAn) (ZI,cocEj 172-57-....." (S~E:'l ",OORESS) l"2.b Neil Rd. Shlp~'mhrrg PA {$TArE! (ZI' COCE) InS? b. (N"AoMf) Ronald L. Hall, Sr. (ST~f;r .:..oca.essl IS Short Lane (R!1.).i10NSHIp) nephew (CIrY1 Shippensburg PA ($TArE! l/~-70CEl,_ ~. (N.l>.ME} Q{EI.AnONSHIP1 (.sT~eEi AOORES.sJ 1CIrY1 {STAr<] (ZI'CODE) N~Me ANO A.ODRESS OP RNANCIAI.. INSiTT'UT10N WHER! ntE SAPi DEPOSrr BOX IS LOCATED {NAMCl All:tlrst Bank tsr~e~ ~aallessl jj-J~ East King Street I NAME OF PERsQN MAKING LAST iNTRY GeraLd H. Hershey DATE OF CONTIlACT TO aENT BOX NUMBill 0' sox August j, 1~'J5 494 NAM. AND ADDRESS OF P511S0N(S] HAV1NG AC= TO BOX ~. (N.A-ME) Wesley L. HOLtry (sn.e:r .AOCRf5.S1 JU'1 E. King St. {CITY] ($TAr>) Shlppensbrrg ~ NAME ANO rnu OF EMPLOYS TAKING THE: INVENTORY (CITY] Shlppensburg FA (STAr>) (l:I' CODEj n~j7 DATi AND nM2 OF LA..Sr !HT2Y U'J/Ub/"2.UU2@4:"2.j pm TlTLi UNCllli! WHICH BOX 15 aiGiSliiSl L. Holt or Doroth R.-HDltry "-{,,.....e) lJOrothy R. Holtry (STReEt .AOCIt!s.S) 1'0 Box :Ol::S;; (sister) iZU' coaEj lCIrY1 In5-/ ::ihlppensburg (STAre) PA iZl' COC~ 1-/"2.j/~ Vlc)ne L. Ccker, Financial .Serv~ces~ Assoclate WAS;" W1L.1. IN THE BQX? eyES ~Q If Y... ct.. Cce.1 with b. NClm. Qnq ccld,.u af p....,dndJ t""....ntutfv.. if nGrnecI ia tn. ....,11 (NAME) {STRE.fT ACOR!SSJ (CJTY) (STArE) ~p coo!l :', 0;. t"/cun.. Q"d Qdc:ir...s.s Q~ Qf'tarn_y. il arty {l"l,.J.ME} (SrREH ..a.oaR~ssl (ClTYl (ST"'~ (D,COOEl INSTRUCTIONS " " (1 leash: Rapar! lotal only. (2J Stocb: list in datoil ovary common er proforrod comrketo, warrant er olhar righls found in box. Stedcs en to be designated by name of compcny, certifi<:ate number', date of certificate, name in which node is reginerl!ld, end numbar or sharos and .doss ef.sleck. (3) Obligations of ~.. s. GoY.mme~; Number' of item.s, dat~ of i.uue, fac:~ value, names in whic., registered end typ.. of own..rship, i...., jeintly hold, payebl.. 01'1 death, ele. . . (4) Bonds: Designato by namo, cmeWlI, serio! number, or olhor designation. (Becror Bendsj (5J Bonk and Savings and LDan Passbooks: Slate name of depositor, numbor ~f book, lost doto .ppocring in .. book, nom.. of bonk and branch; and bolonco. . (6J Jew..lry, Cains, Stomps, Monuscrip!:l, etc: Ust ond describ.. as fully as possible. ,.' .. (7) Deeds, Mortgages,' CUn"Ont Insurance Policies or other evidencas of indebtedness: .. Us! and d..oib~as .....,-,. "1 fully as possibl... ... . ...',.::1 ~.". .. ., .. ~_. .-"-~" -.--,.. [a) All other ca'nt..n!:l. .'"- . ITEM , ITEM DESCXIP'TlON NO. . . 1. :;;:<bU.UU . :<. I ::;tocks none ". 3. obllgat~ons at D.S. GoveTIlffient-none 4. I Bonds-none I '. C>. J:Jank and savinas and Loan l'assJ-..y,k--n~no b. I Jewe1.ry, C01.TIS, Stamps Manuscripts, etc-none . 'i. Dee'"'" Mt-~" , Tn" o~,,~; ~~ ~~ ',' ..~ e. I All. other none . I I I " I . .' I --:- I I ., I I ~_.-. I --c I . . . I certify.under i"/": periYr~~rd is corr..ct and camplete to Ihe,~7~);1jedge and b.."..I. A ~-/ ~,(<"~ q/ t7 . SignQtur. -/ /D_ V1Ckle . . L. Ocker . r'mancl n I SP,,":T1 roc 7\'ieggi.3.t.8 Pritl' N~Jrn. and Tit!. - ".- Page SAFE DEPOSIT BOX INVENTORY 1:<'6f .1. ,: ", . ~~j."'. '."" NOTE.: Attach additional 8 'I::.... X 11 If' sheet{.s) if necessary or u;se duplicat8$ of this pClge of form.. !BK REAL ESTATE APPRAlSALS,INC Limited 030283 I APPRAISAL OF A;SlNGLE FAMILY RESIDENCE LO CA r fO N :313/3131/2E. King Street Shippensburg I'A 17257 CLIENT AS OF DATE : 2/28/03 APP RAIS E R :BettyJ. Kauffman U."iled BK REAL ESTATE APPRAISALS, INC 14 N. Main Slreel, Suile 410 Chambersburg, PA 17201 Dear Cllent~ In accordance with your request, I have personally inspected and appraised the property located at: 313/313 112 E. King Slreel Shlppensburg PA 17257 The purpose of the appraisal was to estimate the market value of the property, as improved, in unencumbered fee simple title of ownership. The subject properly consists of: 16 Rooms 8 Bedrooms 2.0 . BalliW- The 2 slory style residence contains Gross Living Area. It is my opinion that the estimated market value of the property as of 2128/03 is $ 32,300 1',883 square feet of The above information has l:1een automatically extracted from the appraisal imd inserted in this cover page. Respectfully submitted, , / ~ ".';;/"; (.1 .....-'// . ~~a!J}v~(L~ "'?'~- Belly J. Kauffman n.:.1 J.ianmelVlae Tms SUMMARY AP.P.RAISAL:REPOR'f.lS JNT.ENIlED .FOR tJSE BY TH~LEN11ERtCt.mN'r .F().kAMORj('~GE FlNANt..E TRANSAcTION ONf,V. PwP,rtyAd"'~' 313/3131/2 E. King Str..t City Shipp.n.burg Stat, PA Zip Cod, 1725 I."., D~,,'pt'"" Cumb.rl.nd County D..d Book 26S-815 Cmmty _ Franklin k"~wr,P",,INo. 32-33-1867-077 TaxY'" 02103 R.E.T",,~I ~~ Borrower Wes!!y Holtry Estate Current Owner Westly Holtry Estate ~p~~vacant cJ>,!i~liliborho{l9...9.L!l2kcjName --..!!.2.~.__. projectTvP~~~~miPJ9m HOA$ ._ !Mo. ;'i Sales Price!.. n/a Date of Sale n/a Description / $ umount of loan chan~es/concessions to be paid by seller nfa '. P e \sa ise FeeSirn Ie Lease 0 d Ceren C us Traet Notr.: RlIc(l and Ole racial com, osition ofUw fie' Iborhood are not a rai.~al factors. Desktop Underwriter Quantitative Analysis Appraisal Report Fih~NQ. Limited 030283 Location Urban X Over75% X Suburban 25-75% Rwol PropcrtyvaJues Demand/supply Increasing Built up Under 25% Shortuge Declining Over supply Over 6 mos. See ma Slngls fumlly housing CoudomlululU bou,lng PRICE AGE RICE(ifll.pplic.) AGE $.(000) (yu) $.(000) (yu) 35 1,ow __Q _ Low 250 lli 100+ !1i Dimensions see legal description Specific zoning classification and description Commercial Zoning compliance [K]Legal DLega! nonconforming (Orondfathered use) Site Arlll!. .21 ac Predominant 75 65 Shape rectangle edomiIiant ------O~~e~;l, attach description . I X Ipresentuse ~NOZOning I I Other use sttach descriotion Utilities Eleolricily Public X Other 'Public Wu1.er X 'ani Sew r X Other Off-lite Improvements Type Slrtle! macadam All mac.dam i'J erean a sre tadversesitecond.tio ents croaciune ts s ia ass ents slide as t",,? X Interior and exterior in.'lpection Pro ert n clapboard ~ Private Exterior inspecti.on from public street esc ib Type (Det.! Att.) ExteriorWalls RoofSurfa(:e comp.sh X MlUlufactured Housirt Does the nronertv 1!{\Ilerallv conform to the neiclloorhood in terms {If lltvle condition and construction materials? Yes No If no attach descri tion. arent physical deliciencies or conditions that would aHeet the soundness or structutaI integrity of the improvements orthe livabHity ofthCl property? ICYes attachdescri 'on. Are there any a lIfent adverse environmental cOllllitions (hazardous wastes, toxic substances, etc.) present in the i.mprovements, on the site, or in the inlmediate vicinity of the subject property'l X No If es attach descri tion. I researched the subject matket area for comparable listings and sales that kre the most similar and proximate to the subject property. Myre.~earchrevealedatotBlof~ 4saJe.~IanginJlinS8le.'l.Pricefrom $ 20J!.OO to $ My researchrevellleda totlllof 21i~ltingsranginginlistpricefrom $ 2o.rDOD to $. 60,000 60,000 The anal~ is orthe oomoarable sales below ~ellec\s market reaction to shmifiCBJrt variations between the sales and the sllbiect orooertv. FE^TURE I SUBJECT SALEL SALE 2 SAUU 313/313 1/2 E. King Str.et 26 Lurgan Av.nu. 151 S. Fourth Sl. 2628 F.d.r.1 Sl. N. Ad~, Shippensburg Shippensburg Ch.mber.burg Chamberebura Proximitv_ 1;0 Sub' ect .. "..i i'" ..'...'.. .5 mile. 12 mile. 12.5 mile. Sale$Price , n/. ,...."'n.'....I, 58.000 .,;;,."."." ./1, 40,000 '";....;. .,;;......'.1, 35,000 Price/Gmss Liv, Area , 0, 23.871"""'"/ , 21.791..".:,';'";...' $ 16.90 '.;., . u;U I Data & Verification Source '. "'.,.,,.'. MRIS/exl.insp MRIS/ext.inap MRIS1.xl.il!!p V ~1lli ADJUSIMENTS DESCh'TPTION D~SCRIPTION _ ---=!BAdiustrrlent DESCRIPTION +(-)Adiustmenl _ DESCRjpTION +(-)Adi~hnent Sales or Financing 1/// U.,.....,' conv.ntion.1 conventional convention.1 Csncessions · 'V, none none none :gate of~.!~!~h~~~ n/a 6/18/02 11/26/02 12127/02 ~-_. , . Location _p_ Suburb.n Suburb.n Suburban Suburb.n .21.c -..,---. ---~ Site- .12ac .07.c .06ac. View .vg/into st .va/into st ava/into st ava/into .t D~""I'i~___~_ 2 story .~~ . 2 st~!Y 2.5 story . At.1:uul~e(Yts-_'l 75+/- 75+/- 100+/- 80vrs Condition poor .uperior -15000 poor poor Above Grade Total I Bdnns I Baths TotaL I Bdnns I Baths y",\L ...... Total I Bdnns I Baths .:.,\\....,.. Total I Bnrms I Baths 1::..,.,.....\'/.1 Room Caunt .-...1.61_.. 81 . 2 11WI~2 101 61 2 131 71 Gross Living Area 1,863 SqH. 2430 SoH -5,670 '1 836 So.Ft. 270 2.071 SoH -2080 Basement & Finished part.ba. full.baa part.bes full RtlomS Below Grade unfln unfln unfin unfln . Garage/Carport no g.raae no g.'!9!..... none none workshop .5000 Net Adi. (total) I"" ,\ II 1+ I X L -25,670 . X 1+.1 I. I, 270 II 1+ I X I. I -2080 Adju~l:ed Sales Price .......................,F'. tWil\ -44.26 % N,' 0..68 % Net -5.94 %Net ofComparables '..............\" .t-.\ 44,26% G" I 32,330 o.,68%Grs I 40,270 5.94%Gu $ 32,g20 QateofPriorSil.'~_ ~-~"--~---~ ~~~. . Price ofPdor Sale , Analysis of any current agreement of sale, option. or listing of tile subject property and analysis of the prior sales of subject and comparables: _______1..1__ ___u__ ----' .. Prior sale. 01 thO$ubject and 1>roj~ct Infurmation for PUDs (Ifapplicabl,,) - -Is the dcveloper/builder in control of the Home Owners' Association (IlOA)? Provide t~e following information for PIJDs only iftnll developerlbuild(1r is in control of the HCJA and the suhject \,rollcrty is lUl attached dwe1Ii\lI~ unit Total nu~ber of phases Total number OflUlits Total number of units sold Total number of units rented Total number of units for sale Data Source{s) WllS the project creeted hy1ne co~;er~ionof existing h11ildiogs inlo 9. PUD? D~JNo Ifye.~,dilte o[colwer:;lrm~_. Does the project oontain II.p..Y multi-dwelling units'! ~ [J Y es DNa Data Source: . Are the common elemenUl completed? [=:J Yes DNa If No, describe status of completion: No Are any common elements leased to or by the Home O\'il1e!S' Association'? Describe common elements and recreationallilcihties: Uy" CJNo lfyes. atlach addendum describing renllll terms and options. Project lnthrmation fOI" Condominiwns (If applicable) _ - Is the developerlbuilder in control of the HOJlie Owners' Association (HOA)I' Provide the following infonuation [or all Condominium Projects. Tofalntunberofphases_""---------'-----_____~__ Tofulmuuberoftmits ~~_~___ Tofalnurnber ofunifs sold Total numbers of units rented Total Ilumber of units tor sale Dlrta Souroe(s) LJYes LJNo If yes, date of conversion: _.. o Row or Townhouse Dearden DMidrise TIWghrbe Was thll project created by the conversion of ex~ buildings into a condominium? Project Type: DPrimary Residertce L--.JSecond HORle or Recrel1tiooa\ , Condition of the project, quality of construction. unit nlix, etc U~..~ Are the ()OmmOll dement:>- cl'mplt:teJ? -[jy" UNu If No. uesuibe stutUllllf ()(.lmpletion: he any common elements. leased to or hy the Horne Owners' Association? ~JNo If yes., attach addendum describing rental terms and options. Dcseril)e cornman. clements Ilnd rcercatianal facilities: PURPOSE OF APPRAISAL: The purpose oftl1is appraisal is to estimate the market value oftlle real property tllat is the subject of this report based on a quantitative sales comparison analysis for use in a mortgage finance transaction. DEFINITION OF MARKET VALUE, The most probable price which a property should bring in a competitive and open market uuder all conditions requisite to a fair sale, tlle buyer and seller, e"ch acting pllldently, knowledgeably and assllming the price is notafiected by undue stimulus. Implicit in this defInition is the consul11l11ation of a sale as of a specified date and the passing of title from seller to buyer under conditions whereby: (1) buyer and seller are typically motivated; (2) both parties are well informed or well advised, and each acting in what he considers his own best interest; (3) a reasonable time is allowed for exposure in the open market; (4) payment is made in terms of cash in U.S. dollars or in terms of financial arrangements comparable thereto; and (5) the price represents the normal consideration for the property sold unaftected by special or creative fInancing or sales concessions'" granted by anyone as.s.ociated willi the sale. * Adjustments to the comparables must be made for special or creative financing or sales concessions. No adjustments are necessary for those costs which \1:re norn1.ally paid by sellers as a result ortradilion or law in a inarketarea~ thesecusts are readily identiliable since lhe seller pays these costs in virtually all sales transactions. Special or creative financ:ing adjustments can be made to the comparable property hy comparisons to financing terms offered by a third,party institutional lender that is not already involved in the property or transaction. Any adjustment should not be calculated on a mechanical dollar for dollar cost of the f1naneing or concession but the dollar amount of any adjustment should approximate the market's reaction to the financing or concessions based on the appraiser's judgment. CONTINGENT AND LIMITING CONDITIONS: The appraiser's certification that appears in the appraisal report is subject to the following conditions: l, The appraiser will not be responsible for matters of a legal nature that affect either the property being appraised or the title to it. The appraiser assumes that the title is good and marketahle and, therefore, will not render any opinions ahout the titk The property is appraised on the basis of it being under responsible ownership. 2. The appraiser has provided any required sketch in the appraisal report to show approximate dimensions of the improvements and the sketch is included only to assist tlle reader ofthe report in visualizing the property and understanding the appraiser's determination of its size. 3, The appraiscr will not givc testimony or appear in coort bceause he or she madc an appraisal OftllC property in question, unless specific alTangements to do so have been made beforehand. 4. The appraiser has noted in the appraisal repOlt any adverse conditions (such as, but not lilhited to, needed repairs, the presence of hazardous wastes, toxic substances, etc.) observed during the inspection ofthe subject property or that he or she became aware of during the nOlUlal research involved in perfOrming the appraisal. Unless otherwise stated in the appraisal report, the appraiser has no knowledge of any hidden or unapparent conditions of the property or adverse e"virOnrllental conditions (including the presence of hazardous wastes, toxic substances, etc.) that would make the property more or less valuable, aud has assumed that there are no such conditions and makes no guarantees or warranties, expressed or implied, regarding the condition of the property. The appraiser will not be responSIble for any such conditions that do exist or for any engineering or testing that might be required to discover whether such lmnditions exist. Because the appraiser is not an experl in the lleld of envu-orunenlal hazards, the appraisal report musl not be considered as an environmental assessment of the property. 5, The appraiser obtained the infOlUlation, estimates, and opinions that were expressed in the appraisal report from sOUrces that he or she considers to be reliable and believes them to-be true and correct. The appraiser does not assume responsibility for the accuracy of such items that were furnished by other parties, 6, The appruisl-'l- will nut disclose the (jonlenls of the ;lPpraisal report excepl as provided [or in the UnifOffil Stand!.lrd~ o[Pro[essional Appraisal Practice. 7. The appraiser must provide his or her prior written consent before the lencierfd-ip.nt ~npf'ifi...r1 .;n fl-,,,,,, n......._~:~~1 ----...... - -------~-~--- l'ue~:'.?: .......~..,.... APPRAISER'S CERTIFICATION: The Appraiser celiifies and agrees that: I. I performed this appraisal hy (I) personally inspecting rrom the street the subject property and neighborhood and each 0 comparable sales (lmless I have otherwise indicated in this report that I also inspected the interior ofthe subject property); ( confirming, and analyzing data from reliable public andlor private sources; and (3) reporting the results of myinspeetion an in this summary appraisal report, I further certifY that I have adequate information about the physical characteristics of the property and the comparable sales to develop this report. 2. 1 have researched and analyzed the comparable sales and offerings/listings in the subject market area and have reported t comparable sales in this report that are the best available for the subject property, I fhrther certifY that adequate comparabl data exists in the general market area to develop a reliable sales comparison analysis for the subject property, 3. I have taken into consideration the factors that have an impact on value in my development of the estimate of market valu appraisal rep011. I fwiher certify that I have noted any apparent or known adverse conditions in the subject improvements, site, or on any site within the immediate vicinity of the subject property of which I am aware, have considered these adverse in my analysis of the property value to the extent that I had market evidence to support them, and have conunented about th of the adverse conditions on the marketability of the subject property. I have not lmowingly withheld any significant inform the appraisal report and I believe, to the best of my knowledge, that all statements and information in the appraisal report ar correct. 4, I stated in the appraisal report only my own personal, unbiased, and professional analysis, opinions, and conclusions, wh subject only to the contingent and limiting conditions specified in this form. 5. 1 have no present or prospective interest in the property that is the subject oftrus report, and I have no present or prospe interest or bias with respect to the participants in the transaction, I did not base, either partially or completely, my analysis estimate of market value in the apprahml repmi on the race, color, religion, sex, age, marital status., handicap, familial statu origin of either the prospective ownerS or occupants of the snbject property or ofthe present owners or occupants of the pr in the vicinity of the subject property or on any other basis prohibited by law, 6. [have no present or oontemplated future interest in the subject property, and neither my current or future employment n compensation for performing this appraisal is contingent on the appraised value of the property. 7. I was not required to report a predetermined value or direction in value that fa'lors the cause ofthe client or any related amount of1hc value estimate, the attainment of a specific result, or the occurrence ofa subsequent event in order to receive compenstion andlor employment for performing the appraisal. I did not base the appraisal report on a reqnested minimum a specific valuation, or the need to approve a specific mortgage loan. 8. I estimated market value of the real property that is the subject of this report b'ased on the sales comparison approach to I further certify that 1 considered the cost and income approaches to value, but, t1uuugh mutual agreement with the client, di develop them, unless I have noted othmwise in this repOli. 9, 1 performed this appraisal as a limited appraisal, subject to the Departure Provision of the Uniform Standards ofProfes Appraisal Practice that were adopted and promulgated by the Appraisal Standards Board of The Appraisal Foundation and in the place as of the effective date ofthe appraisal (unless I have otherwise indicated in this report that the appraisal is a c appraisal, in which case, the DeplUime Provision does not apply), 10. I acknowledge that an estimate ofn reasonable time for exposure in the open market is a condition in the definition afm The exposure time associated with the estimate of market value for the subject property is consistent with the 'marketing tim in the Neighborhood section of this report, The marketing period concluded for the subject property at the estimated mark also consistent with the marketing time noted in the Neighborhood section. 11. I personally prepared all conclusions and opinions about the real estate that were set fmih in the appraisal repOli. I furt that no one provided significant professional assistance to me in the development of this appraisal. SUPERVISORY APPRAISER'S CERTIFICATION: If a supervisOlY apprai"er signed the appraisal repOli, he or she agrees thaI: 1 directly supervise the appraiser who prepared the appraisal report, have examined the appraisal report for c the Uniform StanQards of Professional Appraisal Practice, agree with Ule statements and conclusions of the appraiser, agre hy the appraiser's cettitications numbered 5 through 7 above, arId am hiking fun responsibility for the appraisal and the 81' APPRAISER: SUPERVISORY APPRAISER (ONLY IF REQ Signature: Name: Company Name: Company Address: Date of Report/Sign at me: State Certification #: or State License #: State: Expiration Date of Certification or License: ADDRESS OF PROPERTY APPRAISED: 313/313 1/2 E,King Street Shippensburg PA '17257 Franklin SUPERVISORY APPRAISER: SUBJECT PROPERTY n nirl nnt ;n,<,n..,.,.t ....,1-.;"'..... ~-~-_......... fthe 2) ml1ecting, d analysis he e market e in the on the subject conditions e effect atian from e true and ich are ctive personal andlor the s, or national operlies orlTIY party, the my valuation, value. 'dnot sional that were omplete arket value. e uoted et value is her certiry cCliifieg and ompliance with e to be bound praisal repOlt UmED): .~-~ SUBJECT PHOTOGRAPH ADDENDUM Limited 030283 Borrower Wesley Holtry_ Estatll Properly Addr.ss 3131313 1/2 E. King Street City Shippensburg Counly J,ender Franklin SMe PA d.," r~ JIl..., .//" -- --- .------ -- Zip Code 17257 FRONT OF SUBJECT PROPERTY REAR OF SUBJECT PROPERTY COM PARABLES PHOTOGRAPH ADDENDUM LImIted 030283 Borrower Wesley Holtry E_tate Property Address '3131313112'E.,King Street City Shippen_burg County Lender I'ranklin State PA_~Zip Code 17257 L-.. IJ1W"\' ,':>.:.:,:;'-, ,.;," ..t,.;': -'," :.:,' :.;.'....'.;'.'i " ~L_lJ D" ,,'! .-----. .::::-';', " ~__ ,,' .. ,_':'7'~.\' -.-- ~~ ' COMPARABLE SALE # 1 26 Lurgan Avenue Shippensburg Date of Sale: 6118/02 Sale Price 58,000 Sq, Ft 2,430 $ / Sq, Fl. 23,87 COMPARABLE SALE # 2 151 S, Fourth SI. Chamber_burg Date of Sale: 11/26/02 Sale Price 40,000 Sq, Ft. 1,836 $/ Sq. Ft 21.79 COMPARABLESALE#3 2628 Federal SI. N. Chamber_burg DMeofSal,: 12~7ro2 LOCATION MAP ADDENDUM Llmnea 030283 Borrower I Client Wesley Holtry Estate Property Address 313/3131/2E. King"Street City Shlppensburg County Lender Franklin Slale PA Zip Code 17257 USPAP COMPLIANCE ADDENDUM Limited Fito No 030283 i"i)):'i ii'i.ii,\i;!J><6:! i;";:'1,:;":;;-:A"i,'/_,,D')''i;'!t;!\~ ""-,-,,,,,:,-,,.<.,.-/,' '.'::-.-' " ,:<',' ;"':<:~, '/'{:i j"i?' "ii','" ',i,' 'in',i," """", , i i',"" :::';~\:'i!;;'Y;;i\::>:j,;,:;ir"'; ,,<~.,:.., on",,,, Wesley Holtry Estate , Property Address 313/313 1/2 E. King street City Shippensburg County Franklin State PA Zip Cude 17257 r......der/Clie , t 'iNi!;,/'",;:'"'",,:lii' ;",li,':;,:;Ni,: i:<"','-";,:""i"";"";\;:,);!,:,,,,",,, "';<:,r!l!'lPOll"'10fi,Tlllf;'~PpMlllJ\L,iiiii" ,," , I"" ""('! "i'':, he purpose of this aDDraisal is to estimate the market value of the subiect Dropertv fol' financing, , ! ri:w;';;~,;ft;;;~'i>j:tti:;:y,;"l):::::\;i::\'r,'::,;:'i;,',;k::}:i':~n.~'~,N';:~:kF':~!Y:;';t",':;;,l'li;'k:/;\:"i:;::?>'r,::,}i,<":;:,<;~':':':,;i',":,~<,,IJFOPE;i'Q.F,;J:tl,~:;Ae~,RAI:SJ:\L.\,:',; J,:!i,'\,:'i<.),::.:},'ir;,;;i;,,':,J::'>'l?',:,:""....:,.,:i:~;::,.,::i/-:,::'t!:,:- :":"'::':":;"""'," ..... .,,'''~~ 1r11~ scope of work includes; but is not Ii~ited to the lollo,,"ng: 1)The d'egree 10 which tlte property is in~pected or identified, 2) the extent of esearch into physical or economic factors that could aff.ct the property. 3) the extent I)f data research and, 4)the type and extent of analysis .pplledto arrive at opinions or conclusions. I I , . ! , , II , , , .~-" " .. -- I \ /,<' "",',.-,;,:''''-:' :!'i:;,','.il::'{ "", ,;A..::.< }:i<i.'!~:l ;:;::,\i": REPORT OF 'THE PRIOR EAR SALES HISTORY FOR THE SUBJECT PROPERTY , i'j:.Ii:')"-;"; ""'!-':"<'1--,-''-':1', , -"""'./ "tho subject property currently listed? BY~ .~ No LlstPnce $ Hos the property sold dunng tho pnoryear" Yes XI N" lfyes. dt$cnbe below No prior sales in the pasl 3 years. , ,"','"i""':, '.,', -'i" "., ,I"~, ....' .,:,","".: 'v, ...""tIL. CfC'cf;C"'",!",,, r-iB'7 What is-your estimate of marketing time for the subject property? Describil below the 1r.Jsis (ratioJ1llle) for your estimate- Normal marketing time in this area is between 90 and 180 days. - =+ ...- ~'.,--~- .~---_."- " . I .- ~" I fi,'j,i\,fi::,.",..,."...!" or.,:::~~~::::~~~Q:o~~;;!;*~n;:~<~f?~~'~~;":iM~~::i:f;':: :.~,;;:', i ,i':\<~;, ,,:-/.,-" /:','j," ,":;'::~::,i:1:'V'" ;,<, -)!iJ';:i/[1; Do", the transaction involve tho """r" of p-ersonal property, flxturtS. TIyes, providt description and vab.1al:ion below: I I _u , -~-- I , ~'H,,', , )- '1r ...;~t!PITI\.!r:UW LIMlIN9GQNDI!Il.:n,,~,q~'~DI:nrIQNALqPMMENTSii". ...... ...... '.. . .\ "I. ..,T: i.n' " , L I I- ~ I -1-- -,-- I ;'1'"*'\";;...,,,,, "!" .." ;".""''''.'' . ~T'O.t:I.gI;I,Tstlll;t:lTIl;.oltI,\Pl?'r'9~1!>\19Ml/ll;t:lTli!W.'.. ,," "i"''''!' "X . I I . CONDITIONS OF APPRAISAL I "Purpose and Function of the Appraisal" I The purpose of this appraisal is to estimate the ~arket value of the subject property as defined by FNMA, FHLCM and FIRREA. The funotion of this appraisal is to assist the identified client In the underwrlling of the risk assooiated with a residential mortgage loan. ! i "Extent of Appraisal Process" I The Appraisal is ,based on a physical inspection' of the neighborhood and the subject property. Information Is gathered from local MLS services and the appraiser's files. Ani exterior inspection of the comparable sales Is completed. Data is verified through public records, published demographlc,data, and sources involved in the sale transaction. See the attached certification and statement of limiting condition~. THIS IS A SUMMARY APPRAISAL REPORT . This Is a summary appraisal report which Is inter.ded to comply with tile reporting requirements set forth under Standards 2-2(B) of the Uniform Standards of Professional Appraisal Practice (USPAP). As such, it presents only summary discussion of . , the data, reasoning and analyses that were use~ in the appraisal process to develop the appraiser's opinion of value. Supporting documentation concerning the data'.lreasoning and analyses is retained'in the appraiser's file. The depth olthe discussions contained in this report is specific \0 the needs 01 the client and is for the intended use stated below. The appraiser is not responsible for the unauthorized use of this report. This appraisal is a complete report whereas nodepartures of UspAP have been invoked. DISCLAIMER-HOME INSPECTION The appraiser is not a home inspector and the a pralsal report should not be considered to be a home inspection report.. The appraisal should not be relied upon to disciose he condition of the property or the presence of any defects. It is assumed that there are no structural defeJ hidden by floor or wall coverings or any other hidden or unapparent conditions of the property; that all mechanical Jquipment and appliances are in average or better working condition; and that all electrical components and the roofing are In[.' verage or better condition. "the client has any questions regarding these i ems, it is the client's responsibility to order the appropriate Inspections. The appraiser does not have the skill or expertise nJeded to make such inspections. The appraiser assumes no responsibility for these items. i If this appraisal is being made in conformance . lth HUD requirements, any and all readily observable property conditions have been reflected in the report and valuation ,onditlons sheet within the scope of HUD's minimum property standards and appraiser's requirements. However, It must be ttressed these Items are in no way to be construed as a home Inspection and are not intended to take the place of a home insr' .~~ USPAP CHANGES . THE FOLLOWING ITEMS ARE TO BE ADDED TO AND MADE PART OF THE APPRAISER'S CERTIFICATION WHICH REFLECTS , ADDITIONAL CERTIFICATIONS TO CONFORM j'TH 2000 USPAP. I certify that, to the best of my knowledge and belief: - the statements of fact contained In this reportkre true and correct. . the reported analyses, opinions and conclusi~hs are limited only by the reported assumptions and limiting conditions and are my personel, Impartial and unbalsed profe~slonal analyses, opinions and conclusions. -I have no present ~r p~ospective interest in th~1 property that is the subject of this report, and no personal Interest with respect to the parties mvolved. -I have no bias with respect to the property tha Is the subject of this report or to 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 aSSign~ent is not contingent upon the development or reporting of a predetermined value that favors the cause of the client, the amount of the value opinion, the attainment of a stipulated result, or the occurrence of a subsequent event directly relaled to the intended use of this appraisal. - my analyses, opinions and conclusions were developed, and this report has been prepared in comformity with the Uniform Standards of Professional Appraisal Practice. I -, have made.~ p~rson~~ ins~e~ti~n ~f th~ pro~~rty th~t i.~ the subjec~ ofthisreport. LIMITED APPRAISAL DEPARTURE DISCLOSURE I --- This rtpi.n\ 15 of u.Liroi\ed f\ppraisai made acoording to the binding requin;ments and guidelines of the Uniform Standards ofProfessionn11\ppmislI.l Practice (USP1\P) lIS promulgated by thl! Appfllisal Standards Board of the Appraisal Foundation. The USPAP bennils departures [rom some sectionS ofUle USPAP that are ollL~sified as guidelines. The USPAP places the burden of proof Oil the llpptlIiser to decide before accepting an lI5signment w~ich calls for something lesS than, or di(ferlUlt from, the work that would otherwise be required by USPAP guiddines, lo det.ermine lhlll-Ihe lIppnrislIl is not .~o limjuxltinlt the :resulting ~s.~ignrnent 'would t\:nd LOll-lidea<1 or wnfusO::lthe~Jj~ll orothl::I intended-tt~em()[lhe H',porL Th~ IIppIll.i~r 'I must advise the client that a limited appraislIllISsignment may not be as relia~le as a complete appraisal, lInd that the report will clearly identify and explain the departures. The client must agree that the performance of a limited appraisal service would be approPriatJ ~ I'm "rti,fi,d tlml th, 'pp,,~,lI p"fonn,d ~ not" limit&! thtrt Ih"Lll"'" ~,ignm"" willl",d to mi,'"d" co""", th, "iomt 0' ony oth" di,Io"d int",d.d u"" oflh, "port. I bave indicated below those specjfjc sections of tIle USPAP I IHlVe departed from. I have prominently disclosed ill the 9ppraisal.report that tIlis is a limited appraisal W'ld that I have not perfonned aLl. o[the itemsQ.(the e.ppmi!;alpIoo~ [OI a complete appmisal,. and \hat a limited appmisalrnay beless reliable tban a complete Bppraisal. lL Stal)dar~ Rule 1-2 (a) 'lUlcquately identify the !"tal estate, idfntify the real property interest, consider the intended use of the appraisal, consider the extent oftlle data oollection ~ess, i.dentify any special limiting conditions, and identify tile effective date of the appmisal:" Departure __ _ i ~~oo I _. ~ Standard Rule 1~2 (b) "define the value being considered: if the value to be estimated is the lllarket value,. the appraiser must clearly indicate whctlu::r th~ estimate isthenKIst probable price: (i) in terms of cnsh; .or(ii) in teuns .offwltllcial urtBllgelllents equivnlent to cash; ill (iii) in,mlch other terms as may be ,premsllly defined; if.ll1l estimate of VWUII is bused 1 on sub market fmancing with unusual conditions or incentives, the tcnns of s}lCh fmancing must be clea.dy s.et forth, thcir oontribution5 to or n~lloti\!\'; i.nUUtTlOO on value mU.'lt be described ~,::::",od, ond thom"kcld,t,.upporti""tho "",,,,,ion "tim"~""crib"'ond""Phoim,,"' "~id" ,,_omt, =trioioru<, ""f-= 'eo,,,. 'M=,tiO",. 0""""''' conlm"'. d"I~lion<. 'pMi.I """monl.. "din."". o,olh" file No. 030283 < -- Explanation ~ Standard Rnle 1-2 (c) items of similar nllMe:" D-",,' Explanation JLStau da"d Rule 1-2 (d) "~idei-' w1i..;tii~.Wi spPI-'aii';u (hich mil iriliililit; physiC-iii seffi!enl', ur plirtilil hllldillg l.:uiiti"ibuW::ipru ralli un the vwut dCtne whole;" Departure Explanation _,. ~-~'-'{" '~~~-.'I-~"~"~'--~-~~~'~"'.~' X Standard Rule 1~3 (a) "oorumler the effect on me 'IIJ1d the va~'ue of the follOWing factors exJstUlg lal1d us.e regulations, reasonably probable modificatIOns of such llmd uses regulations, econOIOlc demand. the phySical adaptability of the real esmte, neighborhood trends, and the highest and be8l use of the real estate H L F..xplanation] _~ Standard R-we 1-3 (l11, "recognize that land is apPmis~-:tllugh V8(:ant and av~lable for development to ~ts highest IIlld b~t use end that the- appraisal of llnpravements is ba.'Iedoo.their.actual.contribution,to fhc site:" _ .\ Departure . _ Expllll1lltion X Standard Rule t -4 (a) "vldul;: thl;: sitl;: by Illl approprillle Ilppdislll ml;:thocl or te'.:hniqu~:" D~, I R"{plBIllltion 'I 1L Statuhtrd Rule .1-4 (b) "ClJUt:cl., v~(}', 1ma!}'1X-,an~hl;:.C\.III.\:.il11: (\) \!uuh \1UIDpalllble cO/l.t da'l.\lliS lU't: availlIDie to ellumllle ~~ C\,lIj( ~~w of ~ irnprove.InmL<" (if \mY); (ii) s\lch colllparable ~ as are avatlable to estimllte the difference between cost new od the present worth of the nnprovements (accrued depreclatlOn); (lU) such cotIlparablt' sales data, a4equlrtely identifLe.dend described, as are available to indicate a value conclusion; (iv) J\1Ch complltRble operating expense. data a~ Itre available to C5tllnllote the operating expenses of the property bt:-il'lg ~pplltisetl; (~) !:'uclJ {:()I'lljlllfllhh-, Opbtlllirlg dgUl /illllfb "'i'llilllblb to bStiroJU.1h1: opbIllting expensllS of the p1uPeItl bemg eppmisl<d~ bl'1d (vi) such Do:i'tlpllfllble dMa (l.!l fit!: Ilvailllble 10 estunllote rates of capitalizghon and/or rates of discount;' 1 Departure Explanation ) _ Stand~..d Rule 1-4 (c) ....., p"j,cti= offolw"'nl ond ,"p~" on ,~o~bIy oIm ond 'ppwp,i"" "id...,," D,portw, The}uture rent and expenses Wllre not conlliderad in this appraisal _ E.'pI,n,lion Dua to lhe lack of rentsls of single family ~wellingslhis Standard is not used. Standard Rule 1-4 (d) "when est:Jmatmg the ValUIl of a leased fee estate or a leasehold estate, conSider and lUlalyze the effect on value. If any, of the tenns and condlbons of thelea.se(s) l D"P'rtw, "Leased fee and leasehold eslates are not u~ed in lhis appraisal. ~_ _____~ ~______ ExpJa,mlim, -Due to the absence of Information this Sta~dard can not be used. . L Standard Rule 1-4 ( et "col1Sider and Rnalyze the. effect on value, if aTly. of the assemblage of the various estates or component parts ofthe property 9I1d refroin from \:8t-imating the 'Ililue oft'ne whole solely by adding together the individual valhes of the various e.'Itate.'I ill component parts:" I "eo,,,id,, .nd ,",Iyu Ih, ,fi'''' Ort ",L. if ,ny, of "rti,i",od publi,,, I'd,"" imp""m,n". 100",'" 00." ofith< ,ile, 10 th, <xl"" thM m.."" I actions reflect such 911ticipated improvements as of the effective appraisal date:" I I Dcpartu~ Departure Explanation X Standa..d Rule 1-4 (I) Departure Explanation X Sta ndard Rule 1~4 (~d "identify and consider th~~rit(\priMe ~rooedl.lIes andmarketinfmmsti:onJeq\1i:red tope:rfonn the appraisal, includlng'all-physical, f\.mctional, ood extemal market factora as tIley may effect the apptalsal:'1 I . X CURRENT SALES CONTRACT I \ X J The subject property is currently not ,mder contract. I ' o The contract and/or escrow instructions were not available for review. TIu~ lmavailahility oUhe contract is explained later in the addenda section. 'the contract and/or escrowinstructi011s Were reviewed. The following SUrt11llilr1ze3 lite contract Contract Date Amendment Date Contract Price Seller Limited File No 030283 x. The contract indicated that personal property was not included in the sale. (The contract indicated that personal -property was included. It consisted of Estimated contributory value is $ X Personal property was not illc1udedin tlle-fmal value estimate. Personal property was included in the fmal value estpnate. The contract indicated no financing concessions or other incentives. ~~11C contract indicated the f01l0~ing c~ncessious or {Incentives ._~__. ~~ _~_ o If concessions or mcelltIves exist, the comparables Were checked for sImilar conceSSIons and appropnate adjustments Vlere made, if applIcable, so that the linal value conclUSiOn IS ill co\nplIance With the M3!ket Value defmed herein X MARKET OVERVIEW Include an exPt~n of current market conditions and trends. 3-6 months is considered a reasonable marke\ing period for the subject prop<-'Ily based on MRIS I . . X ADDITIONAL CERTll'ICATION The Appraiser cettifies and agrees that: (1) Their analyses, opinions and conclusions were deve oped, 8I1d this report was prepared, in conformity with the Uniform Standards of Professional Appraisal Practice ("USPAPll), and in kccordance with the regulations developed by the Lender's Federal Regulatory Agency as I:equired by FJRRF.A;: except that the De'larture Provisions of the 1~SP AP do not apply, (2) Their compensation is not contingent upon the reporting of predetennined value or direction in value that favors the caUse of the client, the amount of the value estimatel the attaim~ent of a stipulated result, or the occurance of a subsequent event. (3) Ibis appraisal aSsiglIDlcnt was not based 011 a reque' ted lll:ininnun valuation~ a. -specific valuation, or the approval of a loan. , illA-DDn:lONAL (ENV~9NMENTAL) LIMl ING CONJ>ITIONS The value estimated is based on the assumption that the propelty is 110t negatively affected by the existence ofhamrdous substances or 'detrimental environmental conditions unless otherwise, tated in this report. The appraiser is not an expert in the identification of hazardous substances or detrimental conditions. The apI;lfaiser's routine inspection of and inquiries about the subject property did not develop any infomlatian that indicated any apparent significant hazardous substances or detrimental environmental conditions which would affect the property negatively 11ess otherwise sta.ted in this report. It is possible tlmt tests and inspections made by a qualified hazardous substance and enviro1Uuental pelt would reveal the existence of hazard do us substances or detrimental environmental conditions on or around the 'Pro'Pctty that would negatively affect its value. ADDITIONAL COMMENTS standard rules 1 c & d were not considered in arrlvin at thelinal value. f-~-~---~~-_...~._--~--~ APPRA-ISER'S SIGNATURE & LICENS!U~ERTIFICATION Appraiser's Signature (,/''>';/. --c, ~//~;f/ ~ffective Date 2/28/03 Appraiser'[.j Name (pJint) Belt ~/ a, al Phune # ( 717 State PA nLicense eSloential Certifica .Oll Celtification # RL-001262-L Date Prepared 3/7/03 ) 263.9269 TaxID# CO-SIGNING APPRAISER'S CERTIFICA ION o The co~signing appraiser has personally inspected Je subject property, both inside lmd out, and has made an exterior inspection of all comparable sales listed in the report. The report waJ prepared by the appraiser und<rr direct snpervision of the co-signing appraiser. The co-signing appraiser accepts responsibility for the contents of the report including the value conclusions find the limiting condi- tions, and conf111Us that the certifications apply fun1 to the co-signing appraiser. 8 The co-sighing appraiser has not pc rsonally inspectq1. the interior of the subject property and; has not inspected the exterior of the subject propert)\ and all comparable sales listed. in the report. has inspected the exterior of the subject property atltf all comparable 'sales listed in tbe report MULTI-PURPOSE SUPPLEMENTAL ADDENDUM FOR FEDERALLY-RELATED TRANSACTIONS Limited "File No": 030283 FlomJwerlClienl Wesley Holtry Estate Property Address 313/3131/2E. King street City Shippensburg County Franklin Lender State PA Zip Code 17257 This Multi-Purpose Supplemental Addendum for Federally Related Transactions was designed to provide the appr~iser with a con- venient way to comply with the current appraisal standar4s and re~uirements ofthe Federal Deposit Insurance Corporation (FDIC)~ \he Office of \he Comptroller of Currency (OCC), The Office of Thrift SupervisiOn (OTS), the Resolution Trust Corporation (RTC) and the Federal Reserve. ! I This Multi-Purpose Srpplemental Addendum is for U!ie with any appraisal. Only those statements which have been checked by the appraiser apply to lhe property beinK apprai.sed. I PURPOSE & FTJNCTION OF APPRAISAL I " TIle purpose of the appraisal is to estimate tile market vllue of the subject property as def11lcd herein. TIle function of 'tile appraisal is to assist the above-named Lender in evaluating the subjec(property for lending purposes. This is a Federally related transaction. . iXl.llX'fENT OF APi'kAiSALi'ROCllSS I [X] The appraisal is based on the information gathered ~y the appraiser from public records, other identified sources. inspection of the subject property and neighborhood, and selection of~omparahlc sales within the subject market area. TIne original source ofthc com- parables is shown in the Data Source section of the rbarket grid along with the source of confmnation, if available. The original sOUrce is presented first. The sources and data are consider~ reliable. When conflicting information was provided, the source deemed most reliable has been used. Data believed to be unreliabr was not. included in the report nor used asa oosis for the value conclusioIl. 00 The Reproduction Cost is based on Mareoall & Swift Coet Service supplemented by the appraiser's knowledge of the 10 a1 market. [!]Physical depreciation is based on the estimated effe tive age of the subject property_ Functional and/or external depreciatiolll if present. is specifically addressed in theappra:isarre~oIt 01' other addenda. .hI estimating the site value, the appraiser has l"elied 'on personallmowledge of the local market. This knowl~dge is based on prior and/or current analysis of site sales and/or abstraction of site values from sales of improved properties. l OOThe subj~ct property is located in an area of primarily owner-occupied single family residences and the Iucome Approach is not consi- dered to be meaningful. For tms reaso~ the Income fPproach was not used, o The Estimated Market Rent and Gross Rent MultiplIer utilized in the Income Approach are based on the appraiser's knowledge of the subject market area. The rental knowledge is based ~n prior and/or current rental rate surveys of residential properties. The Gross Rent . Multiplier is based 011 prior mid/or current analysis 1rprices and market mtes fot residential properties" D For income producing properties, actual rents, vaca cies and expenses have been reported and analyzed. They have been usect to pro- ject future rents, var.ancics and -cx~nscs. " " 00 SUBJECT PROPERTY OFFERING INFOR(\1ATION ~cording to owner I .!. has not been offered for sale in the past ~_ mbnths or L-_ years. _ is currently .offered for sale for:$ \. _ was offered for sale within the past . mon~ls or __ years. -:-:- Offering infonnation waS considered in the fmal re~~nci1iation of value. ~ . Offeringinformatioll_ was. not considered_in. the. [mal reconciliation of value, L- Offering information was not available. The reasons! or unavailability and the steps taken by the appraiser are explained later in this addendum" the subject property; JKJ SALES IUSTORY OF SUBJECT PROPERT): Accordingto courthouse" ~" ~has not transfened in the past ~_ months OT ~. years. has transferred in the past____.~ months or 1 ___ years. AU prior sales which have -occured in the past I months or praised value. eiUler in 1.1}t~ body OfU1C report or in me addenda, I Date Sales Price Document # I Seller the subject property; years are listed helow and reconciled to the ap- nn"",.. " ~ ORRSTOWN BANK TO: Weigle & Associates, P.C. Attorneys-at-Law 126 East King Street Shippensburg, PA 17257 FROM: ORRSTOWN BANK P.O. BOX 250 SHIPPENSBURG PA 17257-0250 RE: ESTATE OF Wesley L. Holtry DECEASED DATE OF DEATH: July 3, 2002 IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE FOLLOWING ACCOUNTS WITH ORRSTOWN BANK: (1) CHECKING ACCOUNTS ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED 103000640 Wesley Holtry 11/03/98 DATE OF DEATH PRINCIPLE & ACCRUED INTEREST 367.31 (2) SAVINGS ACCOUNT DATE OF DEATH ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST (3) CERTIFICATES OF DEPOSIT DATE OF DEATH ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST Date: 07/29/02 By: Timothea Customer Service Operator P.O. BOX 250 SHIPPENSBURG, PA 17257 TEL. (717) 532-6114 ~: III allflrst Weigle & Associates Attorneys At Law 126 East King Street Shippensbnrg, P A 17257-1397 He: Estate of Weslev L Holtry Social Securitv: 201-18-0057 Date of Death: Julv 3. 2002 Dear Sir or Madam: Allfil'st Financial Center N .A. PO. Box 900 Millsboro, DE 19966 Phone (302) 934-2909 Fax (302) 934-2955 August 23, 2002 Per your inquiry dated August 20, 2002, please be advised that at the time of death, the above-named decedent bad on deposit with this bank the following: l. Type of Account Golden Age Checking Account Number 0950351840 Ownership (Names oj) Wesley L. Holtry, Owner Gerald H Hershey. POA Opening Date 10/16/00 Balance on Date of Death $104.34 Accrued Interest $ 0.00 Total $104.34 2. Type of Account Rev Unsecured Account Number 103553130001 Ownership (Names oj) Wesley L. Holtry. Pri-Borrow Opening Date 03/03/88 Balance on Date of Death $0.00 3. Type of Account Home Equity Line Account Number 23000000026316 Ownership (Names oj) Wesley L. Holtry, Pyi-Borrow Opening Date 10/16/00 Balance on Date of Death $6,320.41 Per Diem 0.8195168 4. Type of Account Safe Deposit Box Account Number 1000571100004943 Ownership (Names oj) Wesley L. Holtry, Owner Dorothy R Holtry, Owner Opening Date 11/13/98 This letter does not include any accounts in which the deceased may have been listed as Power of Attorney, Custodian of Uniform Transfers, Representative Payee, or Trustee under a Written Agreement. For further account information, closures and/or reimbursement of funds refer to below branch: SHIPPENSBURG OFFICE 35-39 EAST KING STREET SHIPPENSBURG, PA 17257 717-532-4132 L~Y Sue Kim Ie Assistant I Cis Services, (302) 934-2909 APPRAISAL OF PERSONAL PROPERTY OF THE ESTATE OF WESLEY HOLTRY. 313 & 313 Yz EAST KING STREET. SHIPPENSBURG. PA ON MARCH 10. 2003: 313 East King Street: Common recliner Modem chest of drawers 2 Wooden wardrobes @$ 20.00 Small metal file cabinet Metal kitchen cabinet (glass doors missing) 3 Wooden folding chairs @$ 2.00 313 Yz East King Street: 2-Piece living room suit RCA portable color television (older model) Small kerosene heater Open bookcase Floor light Table light Swivel rocker (shows wear) Modem kneehole desk & chair Older stereo with 2 attached speakers Floor light 2-Door fiberboard wardrobe Signature microwave Sears electric stove (older model) Miscellaneous dishes in cupboard Common kitchen utensils G.E. refrigerator (older model) Common dresser 2-Drawer metal file cabinet Double bed with mattress and metal springs Wooden wardrobe Metal wardrobe Dresser with mirror Miscellaneous bedding & linens Twin bed with mattress & metal springs Small chest of drawers Metal wardrobe Kenmore upright vacuum cleaner Miscellaneous pictures & frames TOTAL: APPRA[SED ~Y: D _/ ~~4 /~~ Dennis L. Gotshall. AuctioneerlProp. Dan Hershey Auctioneering Service PA Lie. # AU-002306-L. 3 Brown Road. Shippensburg. PA 17257 $ 15.00 $ 20.00 $ 40.00 $ 8.00 $ 8.00 $ 6.00 $ 30.00 $ 5.00 $ 5.00 $ 8.00 $ 3.00 $ 3.00 $ no value $ 20.00 $ 3.00 $ 5.00 $ 8.00 $ 15.00 $ 20.00 $ 10.00 $ 8.00 $ 15.00 $ 5.00 $ 8.00 $ [0.00 $ 8.00 $ 5.00 $ 20.00 $ 15.00 $ 10.00 $ 15.00 $ 5.00 $ 15.00 $ 5.00 $ 376.00 LAST WIlL AND TESTAMENT I, WESLEY L. HOLTRY, of 313 :, East King Street, Borough of Shippensburg, Ct:nnberland County, Pennsylvania, being of smmd mind, rnerrory and disposition, do hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void all wills by me at any time heretofore made. FIRST. I order and direct the payment of all my just debts and funeral expenses as soon as may be convenient after my decease. SECOND. I give, devise, and bequeath all my estate, real, personal, and mixed, whatsoever and wheresoever situate, to my sister, DORaI'HY R. HOLTRY. In the event that the said Dorothy R. Holtry should predecease me or is not living on the sixtieth (60th) day following my death, I then give, devise, and bequeath my said estate, in equal shares, as follows: A. ONE SHARE to my niece, DOROTHY HARREN, of Shippensburg; B. ONE SHARE to my nephew, GI;."'RALD H. HERSHEY, of Cleversburg; and C. ONE SHARE to my nephew, RONALD L. HAlL, SR., of Newville. In the event that any of the above-named beneficiaries should predecease me or is not living on the sixtieth (60th) day following my death, I then give, devise, and bequeath my said estate, in equal shares, to the surviving named beneficiaries. THIRD. I nominate, constit.-ute and appoint my nephews, GERALD H. HERSHEY and RONALD L. HAlL, SR., or the survivor thereof, to be the Co-Executors of this my Last ill and Testament. W~'rI-~ 'S>%I MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA. 17257 FOURTH. I direct that my personal representatives shall not be required to give bond for the faithful perfonnance of their duties in any jurisdiction. FUJ:'H. I direct my Co-Executors to retain the services of DAVID P. PERKINS, ESQUIRE, with respect to the settlement of my estate due to his familiarity with my affairs. IN WITNESS WHEREOF, I, WESLEY L. HOLTRY, have heretmto set my hand and seal to this my Last Will and Testament, written on two pages, the first page signed for identification only, this d. 5 day of ';'~MA.4 ' 1992. IA.{, A /11 'f- ~ I, f:L J, . . . () (SFAL) This instrt.DJJeIlt was by the Testator, WESLEY L. HOLTRY, on the date hereof, signed, published and declared by him to be his Last Will and Testament, in our presence, who at his request and in his presence and in the presence of each other, we believing him to be of sotmd and disposing mind and ID2IIK)ry, have heretmto subscribed our names as witnesses. Q.\4 0- C~ J1~f/- rP~,-, -2- MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 126 EAST KING STREET _ 5HIPPENSBURG, PA. 17257 " COMMONWEAI.:rn OF PENNSYLVANIA 55, COUNI'Y OF ClllBERLAND I, WESLEY L, HOLTRY, the Testator whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instnnnent as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein eh~ressed, W~A1t~ U~ Swom or affinned to and acknowledged before TJ.'f/;4by WESJjWf L. HOLTRY, the Testator, this $lUtJay of /UI24::m.be-J , 1992. V?h'M~liAt NotIriII Sell Rebecca L. Holtry, NotIrJ" Shippenburg, PA Cumbertlll M CumlllllSioA . MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 126 EAST KING STREET _ SHIPPENSBURG, PA. 17257 " COMMONWEALTH OF PENNsYLVANIA COUNTY OF CUMBERLAND 55. We, D~ 0 G.J:.~ and ~u~~.Rr the foregoing instrument, being duly the witnesses whose names are signed to qualified according to law, do depose and say that we were present and saw WESLEY L. HOLTRY, Testator, sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; and that to the best of our knowledge the Testator was at the t:i1ne. eighteen (18) or rrore years of age and of sound mind and under no constraint or undue influence. Q<oJJ 6 ~ I~J(~i;{!~ Swom or affi before TIE by' and witnesses, t is -Ilt)~~ ~fi~~ r1)lau MA~K, WEIGLE AND PERKINS ~ ATTORNEYS AT LAW _ 126 EAST KING STREET ~ SHIPPENSaURG, PA. 17257 ,~ IN RE: ESTATE OF WESLEY L. HOLTRY, : IN THE COURT OF COMMON PLEAS OF late of the Borough of :CUMBERLAND COUNTY Shippensburg, Cumberland County, :PENNSYLVANIA Pennsylvania, deceased :ORPHANS' COURT DIVISION ESTATE NUMBER 21-02-0742 CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Wesley L. Holtry Date of Death: July 3, 2002 Will No. 21-02-0742 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above- captioned estate on August 20, 2022: Dorothy R. Holtry 313 1/2 East King Street Shippensburg, PA 17257 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except NONE. . August 20, 2022 ''~ 1 Suture Name: ~ Jerry A. `Weigle, Esquire Address: Weigle & Associates, P.C. 126 East King Street Shippensburg, PA 17257 Telephone: (717) 532-7388 C, Capacity: Personal Representative X_ Counsel for Personal Representative WEIGLE & ASSOCIATES, P.C. -ATTORNEYS AT LAW - 126 EA5T KING STREET - SHIPPENSBURG. PA 7775'-~noo r~ V ~~~ REGISTER OF WILLS, CDMBERLAND COUNTY STATUS REPORT UNDER RULE 6.12 Name of Decedent : Wesley L. Holtry Date of Death: 07103/02 Will No. 21-02-0742 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No g b. The separate Orphans' Court No. (if any} for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes X No Admin. No. d. Copies of receipts, releases, joinders and approvals of formal or informal a ounts may be filed with th Cerk of the Orphans' Court and , ay e attached to this ~ep~_r=~ Date '~ j ~O ~.fl ., c~ CT _:~ _.. __.~ _::.. /MAH:rmf/AMgI gnat Jerry A. Weigle, Esquire Name {Please type or pr~t) WEIGLE & ASSOCIATES, P.C. 126 East King Street Address Shippensburg, PA 17257 ( 717) 532-7388 Tel. No. Capacity: Personal Representative X Counsel for personal representative ~~- ~~°~ - / COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL raxES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (01-03) ~fC'C''= , ;fDATE 05-12-2003 €.~ j '. , `~ ESTATE OF HOLTRY WESLEY L DATE OF DEATH 07-03-2002 FILE NUMBER 21 02-0742 '03 MRY 16 ~~~1 -~UNTY CUMBERLAND JERRY A WEIGLE ESQ ACN 101 WEIGLE & ASSOCS Amount Remitted 126 E KING ST t.;;~r< - SHIPPENSBURG PA 17257~;t4;"liJv ~ `'` MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS 1 ---------------------------------------------------------------------------------------------------------------- REY-1547 EX AFP (01-03~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HOLTRY WESLEY L FILE N0. 21 02-0742 ACN 101 DATE 05-12-2003 TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Dwned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) 32,300.00 NOTE: To insure proper c2) .00 credit to your account, t3) .00 submit the upper portion (4) ,00 of this form with your (5) 5.944.73 tax payment. c6) .00 t7) .00 cB) 38,244.73 APPROVED DEDUCTIONS AND EXEMPTIONS: 10,690.93 4. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 7,0 20.4 6 11. Total Deductions (11) 7.711.39 20,533.34 12. Net Value of Tax Return (12) .00 13. Charitable/Governmental Bequests; Non-elected 4113 Trus ts (Schedule J) (13) 20,533.34 14. Net Value of Estate Subject to Tax (14) NOTE: If an assessment was issued previously, lines 14, 15 andlor 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at LineallClass A rate 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B 19. Principal Tax Due c15) • 00 X 00 = . 00 clb) .00 X 045 _ .00 c17) 20,533.34 X 12 = 2,464.00 rate cls) .00 X 15 .00 c19)= 2,464.00 PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 04-02-2003 CD002378 .00 2,464.00 TOTAL TAX CREDIT 2,464.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1> NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR rNSTCU r~r'rnuc RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral3 beneficiaries of the decedent after the expiration of any estate far life or for years, the Commonwealth hereby expressly reserves the right to apvraise and assess transfer Inheritance Tax at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. C72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side --Make check or money order pava6le to: REGISTER OF HILLS, AGENT REFUND CCR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" CREV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue ^istrict Offices, or by calling the special 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must ob]ect within sixty 160) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Oept. 261021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three C3) calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. PENALTY: The 15Y. tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine C9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six C6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20Y. .000548 1987 9% .000247 1999 7% .000192 1983 16% .000438 1968-1991 11% .000301 2000 8% .000219 1984 11% .000301 1992 9% .000247 2001 9% .D00247 1985 13% .000356 1993-1994 7% .000192 2002 6% .000164 1986 10% .000274 1995-1998 9% .000247 2003 5% .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUIiBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. 12~1ei2e02 12:ae 7175325289 _ WEIGLE & AS50CIATES OATH OF PERSONAL REP~tESENTATIVE COMMONWEALTH dF PENNSYLVA,NIA . SS COUNTY Ok' CUMBERLA,Nf7 The petitioner above-named swears or affirms that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner and that as personal representative of the above decedent petitioner will well amd truly administer the estate according to law. Sworn to or affirmed and subs bed before me this l ~~t~{-~~day of ~~..1_v :~. ) De~ember, 2ooz. -~ ~ ~r.~ ~ l~ ~ - Register Gerald H. Hershey PAGE 05 WEIGLE G ASSOCIATES, P.C. -ATTORNEYS AT LAW - 726 PAST FfINQ STRCET - SNIPPENSBUR6. PA 177,57-13x7 IN RE: ESTATE OF WESLEY L. IN THE COURT OF COMMON PLEAS OF HOLTRY, late of the Borough of :CUMBERLAND COUNTY Shippensburg, Cumberland County, :PENNSYLVANIA Pennsylvania, deceased :ORPHANS' COURT DIVISION ESTATE NUMBER 21-02-0742 ORDER OF REGISTER OF WILLS AND NOW, this ~ ~'-t-~C?',.~ day of ~~'~; _~-~, : -".~" , 2002, upon consideration of the within Petition to Amend Letters Testamentary and on the motion of Jerry A. Weigle, Esquire, Attorney for the Estate of Wesley L. Holtry, Ronald L. Hall, Sr. is hereby removed as co-executor and relieved from any further duties and obligations with respect to the settlement of the Wesley L. Holtry estate. } Donna M. Otto ` First Deputy Cumberland County Register of Wills ` WEIGLE & ASSOCIATES, P.C. -- ATTORNEYS AT LAW - 126 EA5T KING STREET - SHIPPENSBURG, PA 17257-1397 12/10/2002 12:40 JERRY A. WEIGI..E Aa~oaat~. JO5EtH P. BVAI'IE 1{tICHA1tD I.. WEgBZ~It, JR. Of Coun.d 'i'SObI+-S I.. B1tIGH'I' WEIGLE & ASSOCIATES VVEIGL.E & ASSOCIATES, P.C. Attor~teys-~at Law 126 I~ASZ' ICII~iG 9 fRSE'1' 5H>I'~!:]Y3BURG, pENT1SYLVANIA 17'257.1397 FROM: _ _ JERRY A. WEIGLE, ESQUIRE ]QSEPH P. RUANE, ESQUIRE RICHARD L. WEBBER, JR., ESQUIRE ~HOM~15 L. BRIGHT, ESQUIRE LINO ~ KLEIN, LEGAL ASSISTANT RMON~A WOLFORD, BOOKKEEPER PATTI~ TOME, SECRETARY PAT F~tEY, RECEPTIONIST TOTAL NUMBER OF PAGES: MESSAGE: T'FLLPHONE (717) 53Z-7388 or (717) 77d-4295 FAX (717) 532-SZ89 PAGE 01 TO: ~ ~~ - COMPANY: C~~i~~ L+D . G` I ADDRESS: FAx No: '7/7~ ZYo ~ 77~' 7 _ RE DATE ; . ' T' -...n ~ ~,m~~_ ~ ~ .~~.c Gaw~..- '~a Cdr.-L.~.~ IF YOU DO NOT RECEIVE A COMPLETE AND LEGIBLE GOPY OF TiiIS ~'RANSMiS5I0N, PLEASE CALL (717)53-7388. CONFIDENTIALTTY NOTICE: THE DOCUMENTS ACCOMPANYING THIS FAX TRANSMISSION MAY CONTAIN CONFIDENTIAL INFORMATION. ALL INFORMATION TRANSMITTED IS INTENDED ONLY FOR THE 115E OF THE ABOVE=NAMED RECIPIENT. IF YOU ARE NOT THE NAMED RECIPIENT, YOU ARE NOT AUTHORIZED TO READ, DISCLOSE, COPY, DISTRIBUTE, OR TAKE ANY ACTION IN RELIANCE UPON THE INFORMATION, ANIa ANY ACTION OTHER THAN IMMEDIATE DELIVERY t0 THE NAMED RECIPIENT IS STRICTLY PROHIBITED. IF YOU HAVE RECEIVED THIS FAX IN ERROR, DO NOT REAL> THE INFORMgT10N, AND PLEASE IMMEDIATELY NOTIFY SENDER BY TELEPHONE TO ARRANGE FOR A RETURN OF THE ORIGINAL. DOCUMENTS. IF YOU ARE THE NAMED RECIPIENT, YOU ARE NOT AUTHORIZED TQ REVEAL ANY OF THIS INFORMATION TO ANY OTHER UNAUTHORIZED PERSr'" AND ARE HEREBY INSTRUCTED TO DESTROY THE INFORMATION WHEN NO LONGER NEEDEt7. IF YOU DIl7 N07 RECEIVE PAGES LISTED pR IF PAGE$ ARE NOT LEGIBLE, PLEASE IMMEDIATELY NOTIFY SENDER BY PHONE. ORIGINAL WILL WILL NOT FOLLOW IN MAIL 7175325289 IN RE: ESTATE OF WESLEY L. IN THE COURT OF COMMON PLEAS OF HOLTRY, late of the Borough of :CUMBERLAND COUNTY Shippensburg, Cumberland County, :PENNSYLVANIA Pennsylvania, deceased :ORPHANS' COURT DIVISION ESTATE NUMBER 21-02-0742 ORDER OF REGISTER OF WILLS AND NOW, this day of upon consideration of the within Petition to Amend Letters Testamentary and on the motian`of Jerry A. Weigle, Esquire, Attorney for the Estate of Wesley L. Holtry, Ronald L. Hall, Sr. is hereby removed as co-executor and relieved from any further duties and obligations with respect to the settlement of the Wesley L. Holtry estate. Mary ~. Lewis Cumberland County Register of Wills WEIGLE & ASSOCIATES, P.C. -- ATTORNEYS AT LAW - 726 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 IN RE: ESTATE OF WESLEY L. IN THE COURT OF COMMON PLEAS HOLTRY, late of the Borough of OF CUMBERLAND COUNTY Shippensburg, Cumberland County, :PENNSYLVANIA Pennsylvania, deceased :ORPHANS' COURT DIVISION ESTATE NUMBER 21-02-0742 PETITION TO AMEND LETTERS TESTAMENTARY AND NOW COMES your Petitioner, Jerry A. Weigle, Esquire, of the law firm of Weigle & Associates, P.C., who is the attorney for the estate of Wesley L. Holtry, deceased, who states and represents as follows: WHEREAS, Wesley L. Holtry passed away on July 3, 2002, leaving a Last Will and Testament dated November 23, 1992, naming Gerald H. Hershey and Ronald L. Hall, Sr. as co-executors of his estate; and WHEREAS, a Petition for Grant of Letters was filed with the Register of Wills, Cumberland County, PA, and Letters Testamentary were granted to Gerald H. Hershey and Ronald L. Hall, Sr. on August 16, 2002; and WHEREAS, Ronald L. Hall, Sr. can no longer serve in the capacity of co- executor and wishes to renounce his right to act as co-executor of the estate of Wesley L. Holtry; and WHEREAS, Ronald L. Hall, Sr. has executed the attached "Renunciation" form evidencing his intent to renounce his appointment as co-executor of the estate of Wesley L. Holtry in favor of Gerald H. Hershey. NOW THEREFORE, your Petitioner requests this Honorable Court to amend the Letters Testamentary previously granted by accepting the Renunciation of Ronald L. Hall, Sr. attached hereto and relieving him from any further responsibilities with respect to the settlement of the Wesley L. Holtn WEIGLE 6~ ASSOCIATES, PC. -ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17 2 57-13 9 7 VERIFICATION I verify that the statements made in the foregoing Petition to Amend Letters Testamentary are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. 4904, relating to unsworn falsification to authorities. Dated: ,1 / - g _ ~ ~-- ~ ~ ~~~~~ Rona d L. Hall, Sr. VERIFICATION I verify that the statements made in the foregoing Petition to Amend Letters Testamentary are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. 4904, relating to unsworn falsification to authorities. a Dated: l ~' ! ~ ~Q~ ~~~ Gerald H. Hershey WEIGLE & ASSOCIATES, P.C. -- ATTORNEYS AT LAW - 1Z6 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 '• '~ RENUI'iC,IA'TION REC~fVED NOV 4 •Z002 In Re Estate of Wesley L. Holt deceased. To the Register of Wills of Cumberland County, Pennsylvania. The undersigned Ronald L. Hall, Sr. , Co-Executor of the estate of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters Testamentary be issued to Gerald H. Hershey r WITNESS my hand this -~ _ day of November ,~}8 2002. ~ ~' ~ -- ~-~- ' (Signature) Ronald I.. Ha11, Sr. 15 Short. Lane, Shippensburg, PA 17257 (Address) (Signature) (Address) (Signature) (Address) NO. ?1 - 02 - 742 r Estate of WESLEY L HOLTRY ,Deceased AMENDED DECREE OF PROBATE AND GRANT OF LETTERS AND NOW DECEMBER 10, xlx~ 2.002, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated N(IVFMRFR ~~~... 19q~ described therein be admitted to probate and filed of record as the last will of WESLEY L HOLTRY and Letters TESTAMENTARY are hereby granted to GERALD H HERSHEY FEES Probate, Letters, Etc.......... $ 6.00 Short Certificates( ) .......... $ 3.00 Renunciation 5.00 TOTAL ~ 14.00 Filed ................................... ~~ ~.'1 Register of Wills , .ATTORNEY (Sup. Ct. LD. No.) ADDRESS PHONE PETITION FOR PROBATE and GRANT OF LETTERS Estate of No. also kn wn as To: _ Register of Wills for the Deceased. County of in the Socia! Secur No. Commonwealth of Pennsylvania The petition f the undersigned respectfully represents that: Your petitioner ,who is/are 18 years of age or older an the execut n ed in the last will of th bove decedent, dated , 1 and codicil(s) dated (state rele nt circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at de h in Co ty, Pennsylvania, with h lastfamily or principal r idence at (list reef, number and muncipality) Decendent, then years of age, died , 19 , at Except as follows, decedent did not marry, wa not divorced a did not have a child born or adopted after execution of the will offered for probate; wa of the vicf of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated va (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in ens (If not domiciled in Pa.) Personal property i Cou Value of real estate in Pennsylvania situated as follows: WHEREFORE, petitioner(s) res presented herewith and the grant of theron. v ., v~ x~ -a o c 'n R •~ ~a ~ ~. ~o ca c on as fallows: vama request(s) the probate ~ the last will and codicil(s) (testamentary; administration~.t.a.; administration d.b.n.c.t.a.) OATH OF PERSONAL REPRESENTATIVE COMMO EALTH OF PENNSYLVANIA ~ ~~ COUNT OF The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this day of 19 Register ~' A COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 002378 WEIGLE JERRY A ESQUIRE 126 E KING STREET SHIPPENSBURG, PA 17257 ------- foltl ESTATE INFORMATION: ssrv: 2o~-~s-0057 FILE NUMBER: 2102-0742 DECEDENT NAME: HOLTRY WESLEY L DATE OF PAYMENT: 04/02/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 07/03/2002 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ S 2, 464.00 TOTAL AMOUNT PAID: REMARKS: JERRY A WEIGLE ESQUIRE CHECK#180 SEAL INITIALS: JA RECEIVED BY: DONNA M. OTTO REV-1162 EX111-96) $2,464.00 DEPUTY REGISTER OF WILLS REGISTER OF WILLS G ESTATE OF WESLEY L. HOLTRY File No. 21-02-0742 FAMILY SETTLEMENT AGREEMENT THIS AGREEMENT made this ~~ day of ~~ , 2003, BETWEEN: DOROTHY R. HOLTRY, being the legatee under the Last Will and Testament of Wesley L. Holtry, late of the Borough of Shippensburg, Cumberland County, Pennsylvania, AND GERALD H. HERSHEY, Executor of the Estate under the Last Will and Testament of Wesley L. Holtry, deceased, WHEREAS, Wesley L. Holtry died July 3, 2002, testate, and under his Will left his estate to the party herein; and WHEREAS, Letters Testamentary were granted to Gerald H. Hershey and Ronald L. Hall, 5r. on August 16, 2002, by the Register of Wills of Cumberland County, Pennsylvania; and WHEREAS, Ronald L. Hall, Sr. executed a Renunciation dated November 3, 2002, to renounce his appointment as co-executor of the estate of Wesley L. Holtry, and was removed as co-executor of the estate on December 10, 2002, by the Register of Wills, Cumberland County, thereby granting Letters Testamentary to Gerald H. Hershey as sole executor; and WHEREAS, all assets of the late Wesley L. Holtry have been liquidated or distributed and all his debts paid in full, and further the period of four months having been terminated since the first advertisement of the issuance of Letters to the said WEIGLE & ASSOCIATES, P.C. -ATTORNEYS AT LAW - 126 EAST KING STREE2T - SHIPPENSBURG. PA 17257-1397 Executor, the said party hereto desires to waive the duty of the Executor to file a First and Final Account with Proposed Schedule of Distribution for purposes of confirmation by the Court of Common Pleas of Cumberland County, Orphan's Court Division, AND FURTHER desires that a Family Settlement Agreement be executed, which Family Settlement will be duly recorded among the deed records in and for Cumberland County. NOW, THEREFORE, WITNESSETH, that the party hereto, in consideration of the premises above stated, and of the Accounting and Proposed Schedule of Distribution attached hereto and made a part hereof, and the receipt of her distributive share as therein shown, does mutually bind herself to the said Distribution and Accounting as set forth and further releases Gerald H. Hershey, Executor, from all claims and demands whatsoever arising out of settlement of the Estate of Wesley L. Holtry. The party hereto does further agree that should any liability come due to the estate of the said decedent after the signing of this agreement, I do hereby covenant and agree with the aforesaid personal representative that I will contribute pro rata my share of the estate to satisfy any and all claims, demands, suits, or causes of action which may be successfully prosecuted against the said estate or the aforesaid personal representative after the signing, sealing and delivery of this family settlement agreement and final release. IN WITNESS WHEREOF, the party has hereunto set her hand and seal the day ~~L,~%. ~ e ~ ~ EAL ~. Dorothy R. Holtry ~~ / ~' WEIGLE S~ ASSOCIATES, P.C. -ATTORNEYS AT LAW - 1Z6 EAST KING STREET - SHIPPENSBURG. PA 7 72 57-13 9T and year first above written. COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND r, ,q On this, the ~ day of Jam- 2003, before me, the undersigned officer, personally appeared DOROTHY R. HOLTRY, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. NOTARIAL SEAL Jerry A. Weigle, Notary Public Shippensburg, PA Cumberland County My Commission Expires October 7, 200 WEIGLE & ASSOCIATES, P.C. -- ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-7397 EXECUTOR'S ACCOUNT FIRST AND FINAL ACCOUNT OF GERALD H. HERSHEY, EXECUTOR FOR ESTATE OF WESLEY L. HOLTRY, DECEASED Date of Death: July 3, 2002 Date of Executor's Appointment: August 16, 2002 Dates of Advertisement of Letters: News Chronicle August 27, September 3, 10, 2002 Cumberland Law Journal September 6, 13, 20, 2002 Accounting for the Period: August 16, 2002, to May 29, 2003 Purpose of Account: Gerald H. Hershey, Executor, offers this account to acquaint interested parties with the transactions that have occurred during his administration. The account also indicates the proposed distribution of the estate. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Jerry A. Weigle, Esquire Weigle & Associates, P.C. 126 East King Street Shippensburg, PA 17257 717-532-7388 WEIGLE & ASSOCIATES. P.C. -ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1397 SCll~F~RY OF ACCOUNT Estate of Wesley L. Holtry For Period 07j03/Ol 'Through 5/29/03 Page Principal Receipts 1 Net Gain (or Loss) on Sales or Other Dispositions Other Receipts Less Disbursements: Ad'n.inistration Expenses (Prin) 2 $3,008.01 Fees and Commissions (Prin) 2 4,456.92 Funeral Expenses (Prin) 2 5,690.00. Other E~Cpenses (Prin) 3 7,020.46 Balance before Distributions Distributions to Beneficiaries 4 Principal Balance on Hand Income Receipts Less Disbursements Balance before Distributions Distributions to Beneficiaries Income Balance on Hand Combined Balance on Hand Fiduciary Acquisition Ualue $52,851.39 0.00 0.00 $52,851.39 20,175.39 $32,676.00 32,676.00 $ 0.00 $ 0.00 0.00 $ o.oo 0.00 $ 0.00 $ 0.00 RECEIPTS OF PRINCIPAL Estate of Wesley L. Holtry As of 5/2 9j03 Assets Listed in Inventory (Valued as of date of death) Cash on Hand Cash from safe deposit box jointly owned with Dorothy R. Holtry, sister ($260.00 x 1/2) Checking Accounts Orrstown Bank Checking Account #103000640 Allfirst Bank Checking Account #0950351840 $ 367.31 104.34 Page 1 Fiduciary Acquisition Value $ 130.00 471.65 Residences 313 - 313 1/2 East King Street, Borough of ShpperLSbu~, Cumberland County, PA Household C-,Dods & Furnishings Personal Property at appraised value Misc. Personal Property 1990 Chevrolet Blazer - proceeds of sale 1995 Ford Taunus - proceeds of sale $ 1,600.00 2,750.00 32,300.00 376.00 4,350.00 Miscellaneous Property Amalgamated Insurance Fund - 08/01/02 benefit United National Cotton Retirement - 08/01/02 benefit Contribution from Gerald H. Hershey to complete payment of administrative costs, fees and commissions, and debts of decedent TOTAL INVEN'T'ORY $ 166.19 2oo.a9 14,856.66 15,223.74 $ 52,851.39 DISBURSII~IT5 OF PRINCIPAL Estate of Wesley L. Holtry For Period 07/03/01 Through 5/29/03 Administration Expenses (Prin) 08/16/02 Register of Wills, Cumberland County - Letters Testamentary and Short Certificates 08/22/02 Cumberland Law Journal - advertising Fetters Testamentary 10/09/02 News Chronicle - advertising Letters Testamentary lljl2/02 Sailhamer Real Estate - market analysis 11/25/02 Register of Wills, Cumberland County -filing Petition to remove Ronald L. Hall, Sr., as co-executor 03/28/03 Register of Wills, Cumberland County - filing PA Inheritance Tax Return 03/28/03 Register of Wills, Cumberland County - PA Inheritance Tax 05/29/03 Weigle & Associates, P.C. - reimbursement for postage, xerox copies, and long distance telephone calls 05/29/03 Linda K. Klein - notary fee 05/29/03 Weigle & Associates, P.C. - reserve for filing PA Inheritance Tax Return with Register of Wills, Cumberland County Fees and Commissions (Prin) 05/29/03 Weigle & Associates, P.C. - attorney fee 05/29/03 Gerald H. Hershey - Executor Commission Funeral Expenses (Prin} 08/22/02 Fogelsanger-Bricker Funeral Home 08/22/02 Opening grave $ 141.00 75.00 93.26 100.00 14.00 15.00 2,464.00 22.75 8.00 75.00 $ 2,544.68 1,912.24 $ 5,300.00 390.00 Page 2 $ 3,008.01 4,456.92 5,690.00 DISBURSEMEN'!'S OF PRIlVCIPAL Page 3 Estate of Wesley L. Holtry For Period 07/03/01 Through 5/29/03 Other E~enses (Prin 08/22/02 Allfirst Bank- home equity loan 23-26316 $ 6,320.41 08/29/02 Orrstown Bank Checking Account 103000640, checks clearing after date of death 210.48 02/14/03 H & R Block - 2002 income tax preparation 40.00 03/20/03 Chambersbtz~ ALS/West Shore EMS - 02/05/03 statement 449.57 $ 7,020.46 Tl7!'AL DISBURSII~I'S OF PRINCIPAL $ 20,175.39 DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES Estate of Wesley L. Holtry For Period 07/03/01 Through 5/29/03 To: Dorothy R. Holtry Real Estate 313 - 313 1/2 East King Street, Shippensburg 3/20/03 313 - 313 1/2 East King Street To: Dorothy R. Holtry Personal Property 3/20/03 Personal Property at appraised valu $ 32,300.00 376.00 Page 4 Total for Dorothy R. Holtry $ 32,676.00 TC7TAL DISTRIBUTIONS OF PRINCIPAL ~ BENEFICIARIES $ 32,676.00 GERALD H. HERSHEY, Executor of the Estate of Wesley L. Holtry, deceased, hereby declares under oath (penalties of perjury) that he has fully and faithfully discharged the duties of his office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to his knowledge, there are no claims now outstanding against the estate; and that all taxes presently due from the estate have been paid. j Gerald H. Hershey, Executo Subscribed and sworn to by GERALD H. HER Y, bef e me this day of 2003. - r NOTARIAL. SEAL Jerry A. Weigle, Notary Public Shippensburg, FAA Cumberland County My Commission Expires October 7, 2006 WEIGLE & ASSOCIATES, P.C. -ATTORNEYS AT LAW - tz6 EAST KING STREI.T - SHIPPENSBURG, PA 17257-1397