Loading...
HomeMy WebLinkAbout02-0872 Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of George C. Flickinger No. .;lJ-D:A ~~7;;' also known as , Deceased Social Security No. 185 - 05 - 9998 Twila D. Peffer Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW,) [!] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut r ix the Decedent, dated 03/07/2000 and codicil(s) dated None named in the last Will of State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: N/A D B. Grant of Letters of Administration (c.t.a.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate) Petitioner{s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: I Name Relationshio Residence I (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with his/her last family orprincipalresidenceat 2920 Morningside Drive, Lower Allen Township, Camp Hill, PA 17011 (list street, number, and municipality) Decedent, then ~ears of age, died 09/03/2002 at Lower Allen Township, PA (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property (If not domiciled in PA) Personal property in Pennsylvania (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania 45,000.00 $ $ $ $ 103,760.00 situated as follows: 2920 Morningside Dr., Mechanicsburg, Camp Hill, PA Wherefore, Petitioner{s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the a......ro...riate form to the undersinned: r Sianature -.!/~)..j). ]5: eO~<A- Tvoed or orinted name and residence I Twila D. Peffer 214 Cherokee Drive, Mechanicsburg, PA 17050 /1-9/-1 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) Oath of Personal Representative Commonwealth of Pennsylvania County 01 Cumber land The Petitioner{s) above-named swear(s) or affirnis) that the statements in the foregoing Petition aTe true and correct to the best of the knowledge and belief of Petitioner{s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed ,-f}~;j), ~~ Twila D. Peffer before me this 27thday 01 September ' 2002 ~Ot~;~:-~ Donna M. 0, s Y No. 21-2002-872 Estate of George C. Flickinger Deceased Social Security No, 185.05 - 9998 Date of Death, 09/03/2002 AND NOW, September 27th 2002 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters [!] Testamentary 0 Of Administration (c.t.a.; d.b.n.c.t.a.; pendente litej.$Jurante abSE~;ntia; durante.minoritate) c! '''-' are hereby granted to Twila D. Peffer 1',-" ---J in the above estate and that the instrument(s) dated 03/07/2000 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. \")i FEES Letters. , . . , . . . . $ 235.00 Short Certmcate(s). !I. $ 12.00 Renunciation. $ Affidav~s ( $ Extra Pages ( 5 ). $ 15.00 Codicil. . S JCP Fee. . . ... . S 5.00 Inventory. $ Other . . ...... . $ TOTAL. S 267.00 f)~mt9Ztr/d-&Hf;/.p~~ Donna M. otto'~~tyRegisterol ,lis Attorney: James D. Bogar, Esquire 1.0. No, PA 19475 Address: One West Main Street Shirernanstown, PA 17011 Telephone: 717/737-8761 MAILED LEI'I'ERS 'IO ATI'ORNEY ON 9/27/02 Form RW-1 (1991) Prepared by the Pennsylvania Bar Association COpYright (c) 1996 form software only CPSystems, Inc. HHl5.805 RFV9!86 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. \\,,'I(~\1",Orp'lt~~~~~ _ l~~~" :f.r,',- ~\~ --.--_. - ~~ '~_.."'" ~~ "." . \"'P'~ ~Qi? .'. - ;~~ ! We -'i~~-, l:b~ \*~. ..... '.: '.''!*f \.~ ..----::,< /~l ~~ . /~,\ ~~~-~!{MEN1 ~~ ~;\llll\' """"NII~1I11111 a!/7(/ /;';: 94~ i4~-7V"- Local Registrar if Fee for [his certificate, $2.00 P 8387373 SEP 0 5 ZOOZ Date i43A.~ 2181 COMMONWEALTH OF PENNSYlVANIA. DEPARTMENT OF HEALTH. vITAL RECORDS CERTIFICATE OF DEATH NAME OF DECEOeNT (F",,- MclaNI_ l4.1 .. AGE ILall8wtt>d8V/ \JNDEfI I YEAfl - .,.,. OATEOF H ~.~,""'l SIIWEFI\.ENU....f" se... ~se{;;I.lR\T'1_9lOR . "'---~ 05 9998 pt.ACE:OFDEATH'C~"".O<'oIyOl" _"'O!rucloOftS""__l HOSPItAL; llllHll_O E~ [j M. AClllTY NoUlE (II ncl """'M""_ \I've SIIlNl and """''*, OATeaFOEAlH,Mc/>lII,D.aI'-_1 .. s.,ptffii:>er 3, 2002 ..... '.OR !.-- 8IRTHI"l.ACE'C....~f><l ~OI>-Cl""JllCOO""Y! Shi PA 1 n->ma.nstown, MARlTAl..STAJU$.........." 1'U_I,IIUTotO.~ --.., ,...WidCMed SUfll/IIIING$POUSE 11_.___ 92 v.... C()IJN.'t'( Of OERH "",,0 ~o Clt'1.~.1'HPOfDEJO'H OJrrbl?r land Upper Allen 'lWp. M. k KlfIIO OF BuSlHeSSl\HOUSTAV Hffilthsouth Renova Center ... 'i'Ilo'oS DECEDENT EYEAIN DECEDENT'S i'OUCAT(Qf,I IJ_S.,uwEOFQACfS? ,. rOO1' ...0 ~ a.m-~ \I~l 12. I .10t'H I 111. sw. PHlnsy 1 vania ... OEClOENl'S USUAl OCCUPIlJIQH (~~.::..~.:::::r.::r ".. Machinist I'''. FA ~ntral RR DECE:OE.NT.SI,llAlUNG.t.OOAESStSlr_.~,ScalI.l.,Codel CEoENT"S 2920 t-obmingside Drive ~~:::NCE ,'"'- 1'. Carrp Hill, PA 17011 oo._$IllItI FIlIlfEIl.SNAMetfir...._.U1S1} George W. Flickinger '''' ". - "... Cunberland -..n.p? .1..0 :.:...":"::,,,,, YOl'liEP,'StlAAE ,FUI_ M-<adol. IoI_SuoI'ill'l'l8) ... Anna sutton lNF~r'JI,II~INGI<DDAESS(5rl_ C,..,fTown.SlIII,ZIIl{:ocJel :MI. 214 cnprok~ Drl.ve, Mecnanicsburg, PA 17050 PlACe OF Ol$POSllION-"'-"'C_..v. ClIillllllOfy LOCAtION .(:jfy/bMI. ~I, Z"IIlQ;lOl ~OO-_ 11aO......decedfnlWedjp Low<?r Allen ... - ... INFORMAHT"$NAMli! (l1~ .... LIETHODOF OlsPOSlTlOfoI - """ ----0 "---~Irorn"''''O O .....= --.--. ~._- ~ ...... - 211. """"""""'" ,,}blling Gr""n MP.m. Park ,P"<'P Hill. PA 17011 NAflEANOAOOAESSOFFACIUTY j';t(...rs-HBmer FH, 1903 Mkt St, Ol. PA 17011 lICENse NUM!lt:R OAtESlGHeO ~ .".(1)) 5-,JIN L 1_"'" .. ... ._u_dieocOltflpll..l<Ity~r.....,/Il:dIOIIW"".'Iut. I~ 1:=--== . _I ' ,o.\J' : PARTII: OIhw~Cllf-.e~lQdMIll.bu1 nol~inlI"lIW"""""_"",,iIIJWrrI. ~Q.vcj ~ )'-'-f~' ... . 27.MflTI, e_Iftot.-.-.;njuhMorcornpk..l.....wI'oiI;/l~...."...1l [)anol_l1I........04 l..~__on_.... E DUElO(OAA$ACONSEOUfNa OF}: DlJE lOtOfl "'5ACClrISl.OUENCE Ofl WERE AU10PSY flNOlNGS WoHNEROFClEAlH -""""'" COMPtJ~naN OF CAUSE ....... ~ ....- 0 """""'"' - 0 PancllnQlfWftltgIIlOn 0 ...)(f ",0 ... 0 ...... 0 Coukl""'"....,.........,g 0 ORE(WItoUURY (McnlIl,Day.'leaol i .~ lltolEOFIlolJUA'l IMJ\IWtATVlIORlO OESC:Rl8EHOW'lNJuaVOCCURflED. "'" 0",,0 -. - CPTlI'IERlCr.:koroycnel 'CEJlTIF'tINGl"HYflQAN,f'tl~cef~CarJW"'dNl/I""'''''..'Jl~1l< Df\.lIOC..... n~sp'onouncirdde~l"aroacOO'lplet""1IIm2J) T......ot"" kIlOw........ ....ItlOCll..rnd dlMlO_ .........1..............' ...t11I11d.. ... N. I"LACf!OFINJVRV-Al_,IIr'".w....~.OiiIc.. 1lu-.g.__ISplM:M .... A.O LlCf:NSE~ II I O.IIJE S!GNiEDI_, Oa,.....l u ...JI.\ IJ 0'3..1 L...." '-t co "Z--. NAye ANOADOAESSOF '1F1fON WJlQ:COt.lPt.UEOCAIJSEOF oe~ (tlem4!llTporPrlnl n~ ~~c.U ..,LC....U Q... o '1'1/> $:. ,..-; ....d((~ ,- ". . :A - /"rOJ 0" o.<IlefllEO(_o.y,_1 'PAONOUNClNOANOCQlT~1NQ ....YSICI...NIPl>~tlOI!> "'""""',"'............. "'..:I~..,dv""iI"'C'OU..."'_\ To"be.eollll.,k~.clHIII_Ulftd.t~""",.",ple<:.,M'CI""lOlhlc,uU('I""'....n""",","lId.. "MEDIC.u.EXAlllNEAJCOAONU On... bal.ot..aIfIiAa1lDn~0I1n~..1I9..llon. in Ill, opInion, d...hocclIrnld Illh.Ii..,.., dll., .nd pl..... and due 10 I.... c.....e.1 and _ner'..I1.Wld................................................................................................. 311. REGlSTRAR'S SIGNATURE ANQNUl,ll9ER /' 7)')';'-" ~"~-".'_/ /,Fr t.;/4}..?-. :1_,;-"''' ~1/P/I/I/1 ,.. J..,.. ..,. -~ ,I- REGISTER OF WILLS OF COUNTY OATH OF SUBSCRIBING WITNESS codicil (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law. depose(s) and say(s) that present and saw the testat . sign the same and that signed as a witness at the request of testat in h presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affIrmed and subscribed before me this day of 20 (Name) ( Address) Register (Name) (Address) 21-2002-872 REGISTER OF WILLS OF CUMBERLAND COUNTY ,~ OATH OF NON-SUBSCRIBING WITNESS Twi1't~;D' Peffer (each) a subs~ber hereto, (each) being duly qualified according to law, depose(s) and say(s) that she is . familiar with the signature of George C. F1ickinqer . .::~ ~ of l{~KXt1!:iKXS>>lrSCM~~S6es to) the will that she presented herewith and codicil believes the signature on the will is in the handwriting of testat 0 r Georqe C. F1ickinqer to the best of hf>r knowledge and belief. Sworn to or affirmed and subscribed before me this 27th day of Septenber 20 02 214 ~<J.~ Donna M. Otto,1st Deputy egister ~ !1,,~,;.O. p~ (Name) Tw~ a D. Peffer Cherokee Dr., Mechanicsburq, PA (Address) 17050 (Name) (Address) 21-2002-872 Register of Wills of Cumberland County, Pennsylvania OATH OF SUBSCRIBING WITNESS Estate of George C. Flickinger No. 21-2002-872 also known as , Deceased James D. Bogar (each) a subscribing witness to the 0 codicil(s) [!] will(s) presented herewith, (each) being duly qualified according to law depose(s) and say(s) that she! he! they wast were present and saw the above Testator{rix} sign the same and that shelhe/they signed as a witness at the request of Testator(rix} in his/her/their presence and [!J in the presence of each other [!] in the presence of the other subscribing witness(es). o James D. B One West M Shiremansto treet PA 17011 (Address) ,...... ,--'J (Signature) .-.....,,! ? (Address) Sworn to or affirmed and subscribed before me this 27th day ot September, 2002 ~)jf.~~/d~(:~ Notary Public MyC NOTE: To be taken by officer authorized to administer oaths. Please have present the original or copy of instrumentCs} at time of notarization. Prepared by the PennsylvanIa Bar AssocIatIon Copyright (c) 1996 form software only CPSystems, Inc. Form IIRW-Z (1991) LAST WILL AND TESTAMENT OF 21-2002-872 GEORGE C. FLrCKINGER I, GEORGE C. FLICKINGER, of Lower Allen Township, Cumberland County, Pennsylvania, make, publish and declare this as and for my Last will and Testament, hereby revoking all other wills and Codicils heretofore made by me. FIRST: I bequeath such of my tangible personal prop- erty as is set forth in a separate dated and signed Memorandum, which dated and signed Memorandum shall be placed with or at- tached to this, my Last will and Testament, to the individual designated therein. It is my intent that the last dated and signed Memorandum shall control. If there is no Memorandum, it is my intent that all of my tangible personal property shall be and become a part of my residuary estate. SECOND: I give and devise all that certain piece or parcel of real estate owned by me, same having erected thereon a dwelling house, being known and numbered as 2920 Morningside Drive, Camp Hill, Lower Allen Township, Cumberland County, Pennsylvania, in equal shares, to my children, TWILA D. PEFFER and GEORGE R. FLICKINGER, provided that should either of my children predecease me, I give and bequeath such child's share unto his or her issue per stirpes by representation. THIRD: I give and bequeath the sum of Five Thousand and NO/lOO ($5,000.00) Dollars to each of my grandchildren that are alive at the time of my death. FOURTH: I give and bequeath the sum of Three Thousand and NO/100 ($3,000.00) Dollars to each of my great-grandchildren that are alive at the time of my death. FIFTH: I give and bequeath the sum of One Thousand and No/lOO ($1,000.00) Dollars to the CAMP HILL CHURCH OF GOD, of Camp Hill, Pennsylvania, same to be used for general church purposes as the CAMP HILL CHURCH OF GOD deems appropriate. SIXTH: I give and bequeath the sum of One Thousand and NO/100 ($1,000.00) Dollars to the LOWER ALLEN TOWNSHIP FIRE COMPANY, of Lower Allen Township, Cumberland County, Pennsylvania. SEVENTH: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, in equal shares, to my children, TWILA D. PEFFER and GEORGE R. FLICKINGER, provided that should either of my children predecease me, I give and bequeath such child's share unto his or her issue per stirpes by representation. EIGHTH: Should any of my grandchildren or great- grandchildren not have attained the age of twenty-two (22) years at the time for distribution to him or her, I give, devise and bequeath the share of each such grandchild or great-grandchild to my hereinafter named Trustee or Trustees, IN SEPARATE TRUSTS, to hold, manage, invest and reinvest the shares so received, and to use and apply from time to time such portion of income and principal for the said grandchild's or great-grandchild's educa- tion (including college, trade school or other similar training or education), as my Trustee or Trustees, in their sole discre- tion, deem advisable. Any income or principal not so applied shall be dis- tributed to each grandchild or great-grandchild when he or she attains the age of twenty-two (22) years. In the event any of my grandchildren or great-grandchildren die prior to the termination of the Trust set forth herein for their benefit, the interest of my grandchild or great-grandchild in said Trust shall cease with any income and principal being divided evenly between or among that deceased grandchild's or great-grandchild's natural brothers and sisters or the separate trusts established hereunder for their benefit and, in the absence of any natural brothers and 2 ~ l sisters, to my other grandchildren or great-grandchildren in equal shares. NINTH: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all proper- ty, exercisable without court approval and effective until actual distribution of all property: (A) To sell at pUblic or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivi- sion, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (e) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order 3 or a bond for the performance of their duties in any jurisdic- tion. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last will and Testament, this ~~ day of ~td4.. , 2000. ~ e{Ztt~ GEORG C. FLICKINGE (SEAL) Signed, sealed, published and declared by the above- named Testator as and for his Last will and Testament in our presence, who, at his request, in his presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Address Address 5 j. CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: George C. Flickinger Date of Death: September 3, 2002 -' Will No. 21-02-0872 Admin. No. To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on October 4, 2002: Name Address Twila D. Peffer 214 Cherokee Dr. Mechanicsburg, PA 17050 Ronald T. Peffer 3541 Lisburn Rd. Mechanicsburg, PA 17055 Christopher S. Peffer R.D.#4, Box 4688 Duncannon, PA 17020 Ryan M. Peffer 214 Cherokee Dr. Mechanicsburg, PA 17050 214 Cherokee Dr. Mechanicsburg, PA 17050 214 Cherokee Dr. Mechanicsburg, PA 17050 Timo~hy A. Peffer Megan E. Peffer George R. Flickinger 3606 93rd St. Lubbock, TX 79423 17010 Kilrenny Court Spring, TX 77379 c/o Denise Jo Conner 17010 Kilrenny Court Spring, TX 77397 Denise Jo Conner Carson Louise Conner Cameron Graham Conner c/o Denise Jo Conner 17010 Kilrenny Court Spring, TX 77397 17814 Split Creek Dr. Spring, TX 77379 Tanya Dawn Shaw Lower Allen Township Fire Company c/o Tanya Dawn Shaw 17814 Split Creek Dr. Spring, TX 77379 c/o Tanya Dawn Shaw 17814 Split Creek Dr. Spring, TX 77379 c/o Tanya Dawn Shaw 17814 Split Creek Dr. Spring, TX 77379 123 N. 21st St. Camp Hill, PA 17011 1993 Hummel Ave. Camp Hill, PA 17011 Colton Lee Shaw Brock Robert Shaw Jenna Louise Shaw Camp Hill Church of God Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None ," Date: 10/4/02 James D. B a, Esquire One West Ma' Street Shiremanstown, PA 17011 (717) 737-8761 Capacity: Personal Representative X Counsel for Personal Representative JAMES D. BOGAR ATTORNEY AT LAW ONE WEST MAIN STREET SHIREMANSTOWN. PENNSYLVANIA 1701 I e-mail ma1l@bogarlaw.com TELEPHONE (717) 737-8761 FACSIMILE (717) 737-2086 JAMES D. BOGAR JENNIFER 8. HIPP* .Also admitted to New Jersey Bar Direct e-mall Jbogar@bogarlaw.com November 25, 2002 VIA HAND DELIVERY Donna Otto Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 RE: The Estate of George C. Flickinger No. 21-02-0872 Date of Death: September 3, 2002 Dear Ms. Otto: I represent the Estate of George C. Flickinger. Enclosed is a check made payable to the Register of wills in the amount of $6,626.25, same constituting a prepayment at discount on account of pennsylvania inheritance taxes in the above-captioned estate. The prepayment is determined as follows: $155,000.00 multiplied by 4.5% or $6,975.00, less discount in the amount of 5% or $348.75, resulting in payment of $6,626.25. Please provide me with the appropriate receipt in this matter. Your time and consideration in this matter is greatly appreciated. (/ Very nt/cW-urs, ..~ ~~-~AR JDB/blw Enclosure cc: Twila D. Peffer, Executrix George R. Flickinger COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT,280601 HARRISBURG. PA 17128-0601 REV-1 162 EX!1 1-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT BOGAR JAMES D ESQUIRE 1 W MAIN STREET SHIREMANSTOWN, PA 17011 ___hn_ fold ESTATE INFORMATION: SSN: 185-05-9998 FILE NUMBER: 2102-0872 DECEDENT NAME: FLICKINGER GEORGE C DATE OF PAYMENT: 11/26/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 09/03/2002 NO. CD 001888 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $6,626.25 I I I I I I I I TOTAL AMOUNT PAID: $6,626.25 REMARKS: JAMES D BOGAR ESQUIRE CHECK# 1007 INITIALS: AC RECEIVED BY: SEAL REGISTER OF WillS MARY C. lEWIS REGISTER OF WillS ;:r Register of Wills of CUMBERLAND County, Pennsylvania INVENTORY E&~eof George C. Flickinger No. 21-02-0872 also known as Date of Death 09/03/2002 ,Deceased Social Security No. 185 - 05 - 9998 Twila D. Peffer, Personal Representative(s) of the above Estate. deceased, verity that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I !We verify that the statements made in this Inventory are true and correct. l!We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: James D. Bogar Esquire Personal Representative Signature, ....!P~ tP. jP~~ t "6 (.. Twila D. Peffer 1.0. No.' 19475 Signature: Address: One West Main Street Address: 214 Cherokee Drive Shirernanstown, PA 17011 Mechanicsburg, PA 17050 Telephone' 717/737 - 8761 Telephone' 717/763-4727 Dated: 5/16/03 ,.........-. .. #'." Description :; P" ~e '" o o '"'"'l :) C:' (See continuation page(s) attached) ,,;. -< W o u r~ N CO hi. ';,J'> (Attach additional sheets if necessary) Totak 186,452.95 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. FormNRW-7 (1992) INVENTORY Estate of: Date of Death: County: George C. Flickinger 09/03/2002 Cumberland CASH: Citizens Bank - Checking Account No. 6100716554, date of death balance $41,824.59, accrued interest $3.09 41,827.68 Myers-Harner Funeral Home, Inc.-Funeral Refund 682.44 Pennsylvania Blue Shield Reimbursement of Medical Expenses 31. 90 PMA Insurance Group Disability Payments 600.00 u.S. Railroad Retirement Board - Medicare Payment 91. 04 Waypoint Bank - Savings Account No. 5500018315, date of death balance $30,028.32, accrued interest $2.57 30,030.89 Coins from Safe Deposit Box Inventory sold to collector, bill of sale attached 1,554.00 74,817.95 -1- PERSONAL PROPERTY: 1988 Chrysler New Yorker, VIN lC3BU4639JD170703, per appraised value, copy of appraisal attached Contents of home and personal property - Per attached appraisal REAL ESTATE/PA: All that certain piece or parcel of real estate having erected thereon a dwelling house eing known and numbered as 2920 Morningside Drive, Camp Hill, Pennsylvania. The property was acquired by George C. Flickinger and Margaret M. Flickinger, husband and wife, by Deed dated April 7, 1954 and recorded April 15, 1954 in the Dauphin County Recorder of Deeds Office, a copy of said Deed being attached hereto and incorporated herein. The said Margaret M. Flickinger died March 22, 1998, whereupon full and complete title became vested solely in George C. Flickinger, the Decedent herein. Said real estate has an appraised value of $108,000.00, said Appraisal being attached hereto and incorporated herein. -2- 100.00 3,535.00 108,000.00 3,635.00 108,000.00 19.t- j-. lI-ql-1 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT REV-1500 EX t (6-00) CAPB HpRL EplO CRAC KOTK ES C P o 0 R N R D E E S N T C o M T C A T X A T I o N FILE NUMBER OFFICIAL USE ONLY 21-02-0872 D E C E D E N T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG. PA 17128-0601 DECEDENT'S NAME (LAST, FIRST. AND MIDDLE INlTlAL) F1ickin er Geor e C. DATE OF DEATH (MM-OD-YEAR) COUNTY CODE YEAR SOCIAL SECURITY NUMBER 185-05-9998 THIS RETURN MUST BE FILED IN OUPUCATE WITH THE Copyright (c) 2000 form software only The Lackner Group,lnc. NUMBER LE INITIAL REGISTER OF WILLS sac AL S CURITY NUMBER X 1. OrIginal Return 4. LImited Estate X 6. Decedent Died Testate 2. Supplemental Return 4a. Future Interest CompromIse (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach copy of Trust) Spousal Poverty CredIt (date of death between 12-31-91 and 1-1-95) gli!flli!$l!~Nl))~~i:E!," JlJi,1i! COMPLETE MAILING ADDRESS 1 (Attach copy of WlIQ D 9. L1tlgatfon Proceeds Received 010. D 3 date of death . Remainder Return rlor to 12- 13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113{A) (Attach Sch 0) . J.l: ~JliNSHOlil!blBE IRli!eTED'ii6!;ijtj TELEPHONE NUMBER One West Main Street Shiremanstown, PA 17011 00 ::(f\ :$~ 8 ::niP -2FFICIAL(~~~NL y ~ "'" -< \..oJ o ':~, ::g "J N o (8) 186,452.95 (11) 12.006.66 (12) 174,446.29 (13) 2.000.00 (14) 172,446.29 (15) (16) (17) (18) (19) 0.00 7,760.08 0.00 0.00 7,760.08 tc:t!l)~\\fUSllBEI'i:PIMI James D. Bo ar FIRM NAME Of Applicable) R E C A P I T U L A T I o N 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation. Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash. Bank Deposits & Miscellaneous Personal Property (SChedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property {7} (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule iJ (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (SChedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (1) (2) (3) 108,000. NOI!\e None (4) (5) Notre 78,452.51.5, J' (6) None None 12,006.66 None SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(aX1.2) 16. Amount of Line 14 taxable at lineal rate 172,446.29 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. Wi~ x X X X .0 0 .045 .12 .15 Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 2920 Morningside Drive CITY I STATE I ZIP Camo Hill PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (t) 7,760.08 6,626.25 348.75 Total Credits ( A + B + C) (2) 6,975.00 3. Interest/Penalty if applicable D. Interest E. Penalty liiiliiliiliilii Total Interest/Penalty ( D + E) (3) 4. If line 2 is greater than line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a relund (4) 5. If Une 1 + line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter tile interest on tile tax dUe. (SA) B. Enter tile total of Line 5 + SA. This is the BALANCE DUE. (5B) Make Cheek Payable to: REGISTER OF WillS, AGENT ii!il!!!llllll!!l!!11!1!!!I!!!llll]JI!!!lll!!!I!I!!ll!iill!I!llliiiilllijjiilii!!li!!!II!!llli!llIII!lllllllllllIllllJlli]!I!!!!!!li!!!lli!!!II!!!II!i!ll!!llllllll:!!iillil!!!!I!!!I!!!!!I!I!llli]!I!I !!i!!!!!!!I!!!!I!!l1!1m!!!!!!l!I!!!!!l!II!!!I!l!ili!!!!l]]i!i!!!!i!!!!ll]]]11l]jllllli]llll!!!lli!!!iiiii:;!;:i~::;;,:~:;.!!!!!I!!iiii]l!]lil!llll]]]!llll]! PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN 'X' IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; . . . . . . . . . . . . . . . ~ ~ix b. retain the right to designate who shall use the property transferred or its income; . c. retain a reversionary interest; or. . . . . . . . . . . . . . . . . . . . . . . . . . d. rec&ive 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? . . . . . . . . . . . . . . . . . . . . . . . . IF THE ANSWER TO ANt OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN. 0.00 0.00 785.08 0.00 785.08 D D D rn rn rn Under penaltIes of perJwy.1 declare that I have 6XClmlned this return, IncludIng accompanying schedules and statements, and to the best of my knowledge and belief. It Is true, correct and complete. Declaration of preparer other than the personal representative Is based on all Information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Twila D. Peffer !J~ ;.p 'P~~~ii~~i~-i~~~i;'}:r-ri650--------------------- OFP~~ER ~THERTHAN REPRESENTATIVE __ _~;~_~~~;n~;l~~?~;:;;-~~ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ DATE IJI Shiremanstown, PA 17011 DATE 5/16/03 5/16/03 !U,!!lllllmm!\\(ll(mmmll\\lmmmmt !jj\!,\\l!lll\\\ im~m\(m~m\mmm~mm\(mm\lm~m~!l!ml!lmm\\,m\lm\\mmmm!!l!~!lml\\!i\\\mmm\lll!"l!ll!\\\m\\\\\\\mmmll!mmm\\mll!\\\\mm\\\\\~m\\\\\\\!I\ii\m\\\lmm\\\\\mii\\\\ \\m\\ii\\\lll!I\!~;\,,\\I.l\\\lm\\~,\\\\\m\ii\!;;,;:' :'.. :' ,,' \' For dates of death on 0 r July 1. 1994 and before January 1. 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 9116 (a) (1.1) (ii)}. The statute does not exemDt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1. 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural paren~ an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)J. The tax rate imposed on the net value of transfers to or for the use ofthe decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2) [72 P.S. 9116(aXln The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12"/0 [72 P.S. 9116{aX1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Copyright (c) 2000 form software only The Lackner Group, Inc;;. Form REV..1500 EX (Rev. 6-00) COMMONWEAlTH 01' peNNSYlVANIA DEPARTMeNT 01' ReVENue INHUrTANa TAX DIVISION DEPT. 280001 HARRISIURG,IIA 17128-0601 Please Print or Type ,",UST BE COMPLETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATED AND RETURNED TO ABOVE ADDRESS COUNTY CODE FILE NUMBER SOCIAL SECURITY OR DEATH CERTIFICATE NUMBER ltEV.J.Q1. EX.. (1.<;121 . c.~~1I If(. ''\\ ....... . SAFE DEPOSIT BOX INVENTORY DA IE OF DEATH 09/03/02 DECEDENT'S NAME (LAST, FIRST, MIDDLE) Flickin er Gear e C. .. "'DDRESS OF DECEDENT ISTOEE1) (CITY! 2920 Mornin side Dr. CHill NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX (NAME) James D. Eagar, Esquire (SiREET ADDRESS} IClTY) One West Main St. NAME. ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT. OF PERSONIS) PRESENT AT THE BOX OPENING a. {NAMEl {RELATIONSHIP) James D. Eagar, Esquire None (STREET ADDRESS) (CITY) One West Main St. ~. (NAME) 'lWila D. Peffer (STREET ADDRESSI 214 Cherokee Drive c. (NAME) Shi rpm~nc:,-rn"m (RELAnONSHIP) Drl11ght-1'>" {CITYI Mechanicsburq, PA 17050 (RELATIONSHIP) (STReET ADDRESS1 {CITYI NAME AND ADDRESS OF FlNANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED iN,.l,MEj Citizens Bank (SiREEi ADDRESS) (CITYI (STATE) PA (STATE) ISTATE) PA (STATEI ISTATE) lSTATE) 4101 Carlisl P' e , NAME OF PERSON MAKING LAST ENTRY G~. :.'1 C;. ~~'~Q'S:..\~ .'\'" DATE OF CONTRA TO RENT BOX NUMBER OF BOX ~\Moo "",1'1<;, 1o.,'{ ,- ~ NAME AND ADDRESS OF PERSON IS) HAVING ACC:!SS TO BOX o. {NAME} 'IWila D. Peffer (STREET ADDRESS! Hill PA DATE AND TIME OF LAST ENTRY "-<. k..:.' z. TITLE UNDER WHICH BOX IS REGISTERED c,.....';-<. , c ;::'-::ICi.!-.\,,-,' ...... " b. (NAME) (STREET ADDRESS! 214 Cherokee Drive (ClTYI ISTATE) (ZIP CODE) ICITYI Mechanicsbur NAME AND TITLE OF EMPLOYE TAKING THE INVENTORY -ia......z.<.J D. ~~~;c.', ~(& ..c..' WAS A WILL IN THE BOX? eYES ~NO If Y'" ., D....f w;U, b. Nam. ana CIIddress 01 p.rsoncd representative, if named in the will (NAME) \STREET ADDRESS) (CITY) c. Name and address of attorney, if Clny (NAME) (STReeT ADDRESSj lClTf) (STATE) (STATE) (STATE] (ZIP CODEI 17011 (ZIP CODE) 17011 (Z!P CODE) 17(;11 (ZIP CODE) 1Z1P CODE) \Z\~ CoCE) 17011 (Z!? CODE) {ZIP CODE} IZIP CODE) SAFE DEPOSIT BOX INVENTORY Page af __ : INSTRUCTIONS , I (') Cash: Report total only. I (2) Stocks: List in detail every cammon or preferred certificate. warrant or other rights found in bax. Stocks are I to be designated by name of company, certificate number, date of certificate, name in which stock is registered, i and number of shares and dass of stock. i (3) Obligations of U. S. Government: Number of items, date of issue, face value, names in which registered and type of ownership, Le., jointly held, payable on death, etc. (4) Bonds: Designate by nome, amount, serial number, or other designation. (Bearer Bonds) (5) Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in book, name of bank and branch, and balance. (6) Jewelry, Coins, Stamps, Manuscripts, etc: List and describe as fully as possible. (7) Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: List and describe as fully as possible. . (8) All other contents. ITEM I ITEM DESCRIPTION NO. I. I 1.. I ~Cll\..<. >.. N-'.-'~ -..1 ^--"".-.-....z ." I ~~ to) e,1 Ll:t"" . , ..1 .-,,-,.] Lc7 "'~ I ~ ~ a,..L../. 4- I I I , i I t-;Ki'tt:: , ''''''''i!-' C.(..-", lc:<., \J~'\; ~ 3..,...:......tt.d" \,~17cIC< " ..\.t: I L 'hd': r;L" 1s--6~, , ~. .\ .';\;.-'1. 'i.-.. 1-<.' .- !..'-C . I ).. "Or ~o'... , 3 l. ./\ ! I ......~. \ i . , . '-'- d' "I". J~ fo'l., <. -u:::-ti.' .~. j..., c:."oli.Jl~.,i;...P-' - 0 . ~I '.L 'J.~~J7j. ~ V~C';"I 'J... . I O..j"'~) i~tu ..... ( v 'J I I i I I I I :.RT~~~DER PENALTY OF PSRJURY THAT THE ABOVE RECORD IS PERSON RECEIVING CCPY OF CORRE. NO COMPLJrrE TO THE BEST OF MY KNOWLEDGE AND BELIEF SAFE DEPOSIT BOX INVENTORY, >7u~,/ ~ SIGNATURE //1,.. u...,.' - \ ";\;-<.., . "...;..,- .C:- . ~;,J<' -\".. . ~ .... ,- .. "INT NtME ~(, PRINT Njr AND CHECl( APP]PRI7 BOX BELOW: J\ . ~ f.- \ ).M(. James D. Eoga, squire ,,~...eiL . 0 -'- .~_<-- ll:INI TITLE - CHeCK APPROPRIATE ~CX: , Attorney ~Xltc:ulor{trix) ! iAdministrator{trix) o Estate ~epresentotive 0 Joint owner of safe deposit box NOTe: Attacn additional 8V2" x 11" sheet (5) if necessary or use duplic=tes OT ,this page of form. 10/04/02 Item No. 6 George Flickinger - Contents of Safe Deposit Box 219 -$1. 00 Bills 4 -$2.00 Bills 5 -$5.00 Bills 16 -$10.00 Bills 21 -$20.00 Bills 1 -$100.00 Bill Total: $932.00 (paper money) 42 -$1.00 coins 32 -dimes 17 -quarters 4 -nickels 14 -pennies 219.00 4.00 25.00 160.00 420.00 100.00 42.00 3.20 4.25 .20 .14 4 Rolls of $10.00 (.50 cent pieces) 40.00 Total: $89.79 (coins) Total $ 1,021.79 Coin Sets u.s. Proof Sets (16 sets) 1971-1984 1987 1988 u.s. Mint Uncirculated Coin Sets (12 sets) 1971-1981 1987 Eisenhower Uncirculated Silver Dollars (7 sets) 5 - 1971 1 - 1974 1 - Bicentennial Set (1776-1976) U.S. World War II Nickel Set 8 coins in set 1 coin set containing 6 coins 1 U.S. Liberty Coin Set (1986) (silver dollar and half dollars) 1 U.S. Silver Dollar Set (1983 Olympic) 3 Commemorative Half-Dollar Sets (1982) REV-1502 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER George C. Flickinger SS# 185-05-9998 09/03/2002 21-02-0872 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 seHer, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with rioht of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 All that certain piece or parcel of real estate having erected 108,000.00 thereon a dwelling house eing known and numbered as 2920 Morningside Drive, Camp Hill, Pennsylvania. The property was acquired by George C. Flickinger and Margaret M. Flickinger, husband and wife, by Deed dated April 7, 1954 and recorded April 15, 1954 in the Dauphin County Recorder of Deeds Office, a copy of said Deed being attached hereto and incorporated herein. The said Margaret M. Flickinger died March 22, 1998, whereupon full and complete title became vested solely in George C. Flickinger, the Decedent herein. Said real estate has an appraised value of $108,000.00, said Appraisal being attached hereto and incorporated herein. SCHEDULE A REAL ESTATE TOTAL (Also enter on line 1. Recapitulation) $ 108,000.00 (It more space is needed. insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1502 EX (Rev. 1-97) ---T-.. if: .~:;!'H' BOOK15s- PAGE ~.3 201_AT_W&rT&IU,. 0-1. Shon f'OI"tll. All' of IllOll Hen..., Hall, 1110:.. Indlua, Pt.. ~bi5 1!\eeb, jlltabe t\je 7 GA day of of our Lord one thousand nine hu.,ndred and ~ fifty-four (1954) in the year Bettneen PAUL L. CRESSMAN, JR. and THELMA M. CR~SSMAN, his wife, of the Township of Lower Allen, County of Cumberland, end EARL N. STAUFFER and HAZEL C. STAUFF~R, hi. .ife, of the Borough of East Petersburg, County of Lancaster, and LAWRh~CE F. MCVITTY and CLAlkE C. McYITTY, his wife, of the Borough of Slippery Rock, County of Butler and State of Pennsylvania, parties of the first part, Grantors and GEORGE C. FLICKINGER and MARGARET M. FLICKINGER, hi. wifa, of the Township of Lower Allen, County of Cumberland, and State of Pennsylvania, parties of the second part, Grantee 8 UUtnrllllrtt. that in consideration of Nine-hundred sixty ($960.00) Dollars, in. hand paid the receipt whereof is hereby acknowledged,. the said grantor B do hereby .ffrant and convey to tho saidJ}'ranteeB. all that certain lot or piece of lend situated in Lower Allen Township, Cumberland County, Pennsylvania, bounded and described as follows, to wit: BEGINNING at an iron pin, said pin belns one-thousand thirty-five (1035) feet from the northeast corner of Thirty-second Street and Morningside Drive; thence eastwardly along the northern side of Mornlngslde Drive sixty (60) feet to an iron pin; thence northwardly along the line of property of Paul L. Cressman, Jr. and Thelrra M. Cressman, his wife, and others, one-hundred fifty (150) feet to an iron p1n; thence westwardly alpng the line of property of the Pennsylvan1a Railroad, sixty (60) feet to en iron pin; thence southwardly along the line of property of paul L. Cressman, Jr. and Thelma M. Crassman, his wife, and others, one-hundred fifty (150) feet to an iron pi~, the place of BEGINNING. BEING part of Tract No.2 in the deed of Ellis A.,Eichel- berger, ~ldower, dated August 1, 1945, and recorded in the office for the recording of deeds in and for Cumberland County in Deed Book /lA", Vol. 13, Page 83, granted and ~onveyed to Paul L. Creasman and Lenora G~ Cressman, his wife. BEING pert of Plot No.1 in the daed of Paul L. Cressman and Lenora G. Cresanan, his wife, dated oct. 3, 1953, end recorded in the office for the recording of deeds in and for Cumberland County in Deed Book "J", Vol. 15, .- Page 504, granted and conveyed to Paul L. Cressman, Jr. and Thelma M. cressman, his wife, and others. <.., ,.7 11.... ~""",.~...'iCC..~~...._--. ~ . ..l'!'..~;~ .........~+---~-_. .-....----.-.-.--..- ."-1- /J BOOI1 1~:.S. PAGE ~5 I State ot:'-I~ l.s. County ot: (~ ) ~ ' On this, the / day of ~ ~95,4j ~~:,:e me, : d.~d pw~,~~allY appea ~ : I known to me (or sat~~~act~~ proven) to be the persons whose namesl ~. are..aUbscribed to the within instrument, and acknowledged that thay',' ~ i~executed the same for the purposes therein contained. . ..." .. . "~IN WITNESS WIIEI<EOF, I hereunto .et my hand andof'ficial .e~al : .... ,\..< '-~~ ~ ' .;~. ~ ~ b ~:~ '. rJ (. r; sEA\r.l ': ~ui;:'~ ~ t;p<+-J.t-S1 ' :. (' ~. l... '\ "t'"' e car "'. II r ~ '~("",,~("V':". . f'" I I I I I I I ..j" YOI'. I I I I '\ L; <:r-- --. ,Q ~ ~ f4\ -0 do herebv certify that the -precise re.tid.mce of the within ~ed vra.mefS / / ~ w.....J ~ J../J2.fJ (;~. ~. Iv; 11"'1 J ia fl&~", b &lL'.t~_ -~.~.-_r--_..._.....-:::::..~.::::--:.r.~.....---.--.-- .4.ttSI.lJfI I'd I ..----..-.....--.-...-..-...---.--.- ~ - " .. ..& ;0'" " """" "... '" "';:: "" &1 -0 '" &1 g Z"'" i-l:~ co rJ!;:!" HU;:: ...:IH'" ......:1 ..... o u, :a" ~~~ \5 ... '" ;; "''''''' ~ ~ ..'.... ;;:'~\~';1 C\j"~ ~.~:~~~...=-.; ::.".1" - z .. .:a .'" '" '" '" u" ;:: q' '" ~~ :r:... ...... " """ - o "'+> " o. -'" . " '" ",o. ..,,,... -;:: " ,.,.po. ;:jo~ "''''' "''' "'. '" U - " '" ...:1..& . ;0 ...:I =>" ..... ..."" COMMONWEALTH OF PENNSYLVANIA I ... County of .J!~,.- ~".~..m._......_..........___ . ,:;~:.:,\:.iJ >- I-< Z.., J .. <i'I'\\ c:: c:: -< ~ 't.!. II; " , . RECORDED 0" this ...........Is..~..~........... day of ......~..-........-......... A. D. 19S}!., in the Recorder's office of the said County, in Deed Book I r Vol........:S................, Page ........:1.3............... -- sooHl::rS' PAGE ~4 -, ! ::InD, the said ~rantorl , do hereby cQ1'enant and a~re8 to an.d with the said trantees I tha,t they J tke .IrantorfJ. their netTa, executors and adlnini3~ trutors, shall and will warrant generally and forever defend the herein above describea prmnises. with the h.ereditaments and apJJu.rtenances, unto the said grantee 8. their heirs and assigns. against the :Jaid jrantoTs . and against el}(~ry other person ltlWjlllly claiming' or who shall kerea(tr-r daim thfl same or any part thereof. ~l:9t1eb, ~ea1elll anb l1eUvel:'eb hi tlu _~"lne. Qf ! 'E_ ~.~:-.. :;L~~ ]n .Unrss mbrrrof, said g'rantors have hereunto set 1;he1.r hands and ..ala the day and year first above written. _P~1~'~~' _c.' ~....m~ /,," . /I.:AuJ;: (J)).1:.' N':~M.2J.<L ~ .. ~~._nn.~ ~.d C? ~~'L ~ ci.@ ~if//J~'(SEAL) _~~ (!. ?nc::. ~EAL) S1;ate of q:~: --7'~)) ss. , (f County of ~ "', ' ;? On 1;h1s. 1;he 7 day of ~_ . 1954. before me, the uIJflers~gnb'd officer, personally appeare~ (?W If? c..-.. , if-. c......-( ~ - .- n.. ,c.......~. - ~ ~ kno~n to me (or satisfactorily proven}t6 be the persona ~~O.~, names are subscribed to 1;he within instrument, and aCknoW1edged...tljta~:..t:~~1:l!X- ecuted the same for the purposes therein contained. .-:-: ...~~.:~'11:::.:..:~":... . IN Vin'NESS WHEREOF. I hereun1;o~ h~~ Of~"rfr..:~~. ~~;~\~\j ~;~l~?:,..~~~~tli) It Commission [JJli,t:SJ....,...-1Ij~~.\I .f (:':'.,';-,:.;l T11;le or 01'f~.':" - ,." ......_....l"'..'. . ~- .". ~? State of 'U'" '''1'~ } / ~ SS. Countyof ~. ,. J' Un this, the -.-Zf "" ~- duy of;JJ(~ - ,1954 ,befo"e "", th6 u,ndp-r.~{glle ufficer, pBl'llonall!J ltppeared -(j{~)f. ~ a.t~ ~M:.::o:. (or S(1.li-'rl--:'to~::~ to be the persons whose names are 3ltbscribed to the ll.Jithin in...t!,u,ment..and acknowledged that ~l~..~)" /!:Ylfoutecl the .<iame for the purpus8s lheretn cfJn,tau'lIed. ," .""'.... "".., ]" .Itnt~~ .~ertof, I hereunto set my hand and otJ!<tia~~~lit':..,... .....:'.., ~~~:?~!?~~. ~~~ ;,.~:""::~:.!':"Z;,....~",,:.~;r.:n; -~...__., ,-,~-'",",'-''''''''''''''''''''''~o.l". "'.~"""". ',,""""'.I.-..,-;..-J.d..:~'-"'''- i'I\'! .\',..:....,!.. "':"'-"'t':-.;~~*"~:,,,~s..~~~ ": ,. -. '~:....:. ,r-:;4--.,:', 7:/~ -: ~~,:'~-:,_:';~--::'~.?~'~:.'-=;~~~?4:~~~~~;.~~~~~~~~~ APPRAISAL OF REAL PROPERTY LOCATED AT: 2920 Morningside Df Deed Book 155 Page 23 Camp Hill, PA 17011-5816 FOR: James Bogar, Attorney at Law 1 West Main St. Shlremanslown, PA 17011 AS OF: 9.3-02 BY: George C. Clauser, SRA Clauser Real Estate Appraisals P. O. Box 777 Camp Hill, PA 17001-0777 Form GAl - "TOTAL 'or Windows' aDpraisal software by a la mode, inc. -1-800-ALAMOOE S\Jlro~er NA Eloperly Addre5s 2920 MorninQside Dr ~!ty_G.?mQHill lender James Boa;;lr, Allornev at Law FileNo. 3-0220 R 1 Caunw Cumberland State PA ZicCode 17011-5816 APPRAISAL AND REPORT IDENTIFICATION This appraisal conforms to one of the following definitions: :X Complete Appraisal (The acl or process of estimating value, or an opinion of value, performed without Invaldng tne Oeparture Rule.) I_j Limited Appraisal (The act or process of estimating value, or an opinion of value, performed under and resulting 'rom Invoklng the Departure Rule.) This report is one of the following types: [1 Self Contained (A written report prepared under Standards Rule 2-2(a) 01 a Complete of Limited Appraisal performed under STANDARD 1,} X Summary (A written report prepared under Standards Rule 2-2(b) of a Complete or Umlted Ap~lfa.isal pefiormlld llf1dllt STANDARD 1,J [l Restricted (A written report prepared under Standards Rule 2-2(c) of a Complete or Limited Appraisal performed under STANDARD 1 for client use only.} Comments on Standards Rule 2-3 I certify that. to the best of my knOWledge and belief. . The statements of fact contained in this report are true and correct. ,The reported analyses. opinions, and conclusions are limited only by the reported assumptions and limiting conditions, and are my personal, Impartial, and unbiased professional analyses, opinions and conclusions. . I have no (or the specified) present or prospective interest in the property that is the subject of this report, and no (or the specified) personal interest with respect to the parties involved. . I have no bias with respect to the property that is the subject of this report or the parties involved with this assignment. . My engagement in this assignment was not contingent upon developing or reporting predetermined results. . My compensation for completing this assignment is not contingent upon the development or reporting of a predetermined value or direction in value t!'\at favors tM C2use of the cl\enl, tt1e amount of the value opinion, the attainment of a stipuiated resuit, or the occurrence of a subsequent event directly related to the intended use of this appraisal. . My analyses, opinions and conclusions were developed and this report has been prepared. in conformity with the Uniform Standards of Professional Appraisal Practice. . I have made a personal inspection of the property that is the subject of this report. - Dennis l. Stover, my assistant, provided significant professional assistance to the certified Appraiser and did inspect the property. Comments on Appraisal and Report Identification Nole any departure. lrom Standards Rules 1-2,1-3,1-4, plus any USPAP-relaled issues requirlng disclosurs: SUPERVI~~~Y APPRAISE~ (0 IY Sllll1atlllt: /\11LY2-<.'1 '-- J Name: Gear e C. Claus SRA DateSigntll: 3-25-03 State Certification # General Aooraiser GA: 000233-l orStatelicense#: Slate: PA Expiration Date 01 Certification or license: 6130f2003 APPRAISER:-- ~l Sigoo'"" ~~! S~ Name: Dennis l. Stover Assistant to lhe Appraiser Date Signed: 3-25-03 StateCertification#. or Stale License # State Expiration Date of Certilicalion or License. j2Joid o DidNollnspecfProperty George Clauser Farm iD2 - "TOTAL lor Windows" appraisal softWare by a la mode, Inc_ - 1-800-ALAMODE \Jt;UI~" ",du,'~1 ~itl" FIleNo. 3-0220 R-1 Ptooertv Address 2920 MominQside Dr CilV Camo Hill StatePA liaCode 1701t-5816 Le"~1 Descri~tion Deed Book 15S Paae 23 COlin'" Cumberland Assessor s Parcel No, 13-23-0551-016 Tax Year 02-03 R.E. Ta~es S 1 426.60 SoecialAssessments$ NA Bmmmf NA Current Owner The Estate of Geome C. Flickinner Occunant:1'Xi Owner r Tenant r' Vacant .. Proert rihtsa raised FeeSim Ie ulLeasehold ProeclTvne r' PUD I Condominium HUD A onl HOAS NA ' IMo. Nei hborhoodorProectName lower Allen Two. M Relerenc 20 6-4 Cel\ws 1ract 42041--0110.00-1 SalePri"e <;. NA Daleo/Sale NA ne~r.rintion and ., ntlloan ooc_csi'no to be Mirlhu oeller NA Lender/Client James SOQar, Allomev at Law Address 1 West Main SI., Shiremanstown, PA 17011 A"""'aisel Gec;;e C, Clauser, SM Address P. O. Box 777 Ca~Hilf, PA 17001-777 Locablln DUrban ~SUbUrban bjRural Predominant ~~P!8f1milyItoU5iE9 Presentlanduse% landusechBnge Buiitup DOver75% 1Zl25-75% o Under 25% occupancy PRI AG One~amiIV~ o Hnt\ike\)' 0"", $1000) "~) Growth rate o Rapid IZlStable DSlow IZl Owner 70 Low~ 2-4famlly~ !Sllnprocess PropertVvaluesDlncreasing !:8JStable DOecllning Drenant 650 Hi"h 100+ Multi-faml,ly~ To: vacant land to Demandlsupply ~ Shortage 0 In balance ~ Over supply ~:acant(O'5~) IPredominanll CommerCial 5 residential develooment MarkebnfT time Under 3 mos, B<i 3.6 mos, Over 6 mos V c,'over5% 135 25 Vacant 10 Notll: Racl and Ihl raCial com,otitlon of Ihl neighborhood "'II not ap,n,lsa' t'&l:tOJs. Nelghborhoodboundariesandcharacleristics The subiect neiohborhOOd consists of Lower Allen Two. and surroundinq municloalities in Cumberland - Count" PA Factors that aflectthe markelability of the properties in the neighborhood (proximity to employment and amenities. employment stability, appeal 10 marke!, etc,) The "ro"ert" beinn valued is (oeated alone the north side of Morninnsld<> Dr. in the residential area known as Lower Allen Two. Shoooin.RL--- .. schools and churches are located within 3 miles of the Full service sho""':';~n is available at the Camo Hill and Caoital Cit malls. aooroximalelv 2 miles. Public school students attend the West Shore School District. Emoloyment centers are located in Harrisburo, Camo Hill. York, and MechanicsburQ. Market condilions in the subleclneighborl1ood (including support I or the above conclusions related 10 the trend of property values, de mandlsUpply,andmarkelinglime .. slJctl as data Dr\ compe\iti~e prO\1\ll'lies 101 sale in tne neighbOlllood, description D1 the plevalence 01 sales and iinancing concessions. etc.)' ,Marke~ conditions in the subiect neiohborhood are considered moderatelv active with low mortQaG8 interest rates beinG, the primary cata..!Y~L-- Sales In recent weeks have been moderatelv active. A roxlmatel 10 houses of various st les are for sale Within 5 miles and are in com"etition wilh the subiect. TVDical financinD for residential rO"""rties includes 80% 10 90% Joan 1-3 Doi"ts 6.0.7.0% mortoa e interest rates for uo 10 30 vears. Averaoe marketinG lime is between 90 & 180 days. - Projecllnlarmatlan IQf PUDs (If applicable) - . Is the developer/builder in control of the Home Owners' Association (HOA)? UYes UNo Approximate total numberot unils in the sulljectprolect Aporoximate total number o/units IOf sale in 1M stlbieCi pr<l\eCt Descrille common elements and recreational facilibes Dimensions 60x150x60x150 Topography A' S\\llaiea .2~ Acres Corner Lot DYes IZlNo Size Ava Specific zomng classification and descriplion R-1 Sin Ie Famif Established Residential Shape Rectanqular Zoning compliance ~ leqal f)(1D Legal nonc0l1ln~9 (Grandtatl1eredusel 0 mega! o Nororul\q Dlail\agt AVQ Hinhes'l!rbe lu easim loved: Present use Olheruse (eY"lal~\-- View Ava Utllltles Public Other OIf-sitalmpraV!ments Type Public Private Landscaping Avo Electrlcl\Y IZl Street Macadam IZl 0 DtivewaySuriace Macadam 0" 0 Curb/gutter Concrete IZl 0 Apparent easements or Record Onlv Water IZl Sldewalk Cor'ICrete IZJ 0 F'CMASplltialFI001i\1a2aldAlea D'fes ~No Sanilarysewer ~ Streetlights Incandescent IZl R FEMAZone X MapOale 09/3011977 Storm sewer Allev None r FEM4 Man No. 42101600028 Comments (apparent adverse easements, encroachments, spedal assessments, slidp. ~reas, iIIegai or legal nonconforming zoning use. elc.): landscanjflo exhibits mature shrubs and lanUnos. Subiect is an interior lot on the There are no a""arenl easements encroachments snecial assessments. slide areas or ill !O::II or lenal nonconfmm((\a uses Known. GHlfRAlOfSCAIPTION OOERIOROfSCRIPTION FOUNDATION BASEMENT INSULATION No,olUnits 0", Foundation ConcrBlock Slab D AreaSq.Ft. 1113 Rool _0 No. of Stories 0", ExtetiorWalls Brick CrawlSpace 0 % Rnished 44% Ceillng~t8J Type (Oet/AII.) Detached AocfSuriace ASDhlFG Shinn Basement 100% Ceiling Ooen/BlkTlle Walls ~1Zl Design (Style\ Ranch G.lItttrs & OYln511~. A\uminum Sump Pump None Wal1s KntPinelBlk Floor ~(gl Existing/Proposed Existin". Window Type DblHun Dampness No Evidence floor C IIConcrete None _0 Age(Y~.1 49 Storm/Screens Screens SeWement No Evidence OUlside Entry Yes unknaw~D Effective A eNrS,1 12 ManufacturedHouse No Infestation No Evidence SinkIToilellShower ROOMS Fo;;er livin Dinin Kitchen D'" familu-Rm. Aec.Am. Bedrooms . aths aund Other Area Sn. FI Basement 1 SkJ$hrfTl Slorane 1113 Levell 1 DinArea 1 2 1 1113 Level 2 FinishedareaabavMadecontains' 4 Roorns 2 Bedroom;sl' 1 Balhfsl: 1.113 S uare Feet of Gross livinn Area l!HERlDfl. M-alefials/Cornli\ilm IItATIMG KHC!Il:KEQlJII' ATI1C AM'EKllltS CAR STORAGE' Floors Car"eWin"l A,o Type HW Refrigerator 0 None 0 Fireplace(s)#...!.E.!:..-L8'J None 0 Walls Plaster Mo Fuel Oil Range/Oven IZl Stairs IZl Patio NA 0 Garage # Q1cars Trim/Finish Woad A,o Cllndition Avn Disposal 0 Drop Stair 0 Deok NA 0 Attached NA Bath floor Vln"l A,o COOLING Dishwasher IZl Scuttle 0 Porch NA 0 Detached NA Ball'. Wainscol Ceramic "Tile A,o Ceffilal NA Fan/Hood IZl Floor IZl Fence NA 0 Built-In NA Doors Woad A,o Other Wall Unit Microwave 0 Heated R Pool NA 0 Carport 1 Car Kitchen FloorhVin I A,o Condition Avn Washer/Druer n FiniShed , DIWewav Macadam Additionalteatures (special energy elflcientitems, etc.): Dweflin a ears to be well maintained with ood housekee in Condition 01 the improvements. deprecia~on (physical, functional. and external), repairs needed. qualily of construction, remodeling/additions, etc Sub'ect isa ranch st Ie dwelli~n In averane condition with a one ear earnnrt. Ph"sical: D~nrecjation due to ane and condition. Functional: None External No adverse locational features noted, Adverse ef1vironmental condlbons (such as. but nollimited to, hazardous wastes, toxic substances, etc.) present in the improvements, on the sile. or in Ihe immetliatevicmnv 01 the subjeCt property.: None Known - a""raiser is not nualified to detect such substances. If the house is sold lermlteand radon certifications ate sunr ested. Houses built before 1978 ma" contain lead bas~ "aint. UNIFORM RESIDENTIAL APPRAISAL REPORT Summary Report Freddre Mac Fmm 70 5/93 PAGE 1 Qf2 FanmeMaermml(l()-40193 Form UA2 - "TOTAL for Windows' appraisal soltware by a la mode, inc. - 1.aOO-ALAMODE UNIFORM RESIDENTIAL APPRAISAL REPORT Summary Report Valllation!:.ecin FileNo. 3-0220 R-l ESTIMATEO SITE VALUE $ 25000 Comments on Cost Approactl (Such as, source of cost estimate:, site value, ESTIMATED REPRODUCTION COST-NEW-OF IMPROVEMENTS sQuarefootcalcul~bolland!orHUO. VA and FmHA, the eslimated remaining Dwelling 1.113Sq_FI.@$~=$ 94.605 economic life 01 the property) 1113SQ,H@$ 12.00 = 13.356 Source of Costs: Marshal! Valuation Service and local - Contractors. Garage/carport ~SQ_FI.@S_= Total Eslimaled CoslNew . = $ 107961 Estimated remaininn economic life of the dwellinn is .. Les, Physical Functional External 50 vears. [mpletiallQT1 20.8~ol I -$ 20890 OeprecI81ed Value of Improvements -$ 87,071 "As-is" VailJe of Site Improvements _I 7,500 INDICATED VAlUe BY COST APPROACH $ 119,571 ITEM SUBJECT COMPARABLE NO. 1 COMPARABLE NO. 2 COMPARABLE NO. 3 2920 Momingside Dr 3045 Momingside Dr. 1900 Carlisle Rd. 1291 Lowther Rd. Addless Camn Hill Camn Hill CamnHiI1 Cam"'HiI! ProximilvtoSubiect 0.08 miles 0.93 miles 1.55 miles Sales Price NA 114 SOD IS 108000 IS 114900 Price Gross Livinn Area cP 98,97 r:/:J I, 77.92rtJ , 68.39 rt:: Dataannlol Inspection CPML, Courthollse& Realtor CPML, Courthouse & Re~Jtor CPML, Courthouse & Realtor VerilicationSource NA NA NA NA VALUE ADJUSTMENTS DESCRIPTION QESCRlPTlGN +-$Adil!;.\. DESCRIf'~IC~ +l-\$AQillst. OtSCRIPT1QN + -SMusl Sales or Financing Conventional Conventional Conventioncll Concessions None Known None Known None Known DateolSaleilime 7/19/02 DOM 1 4(4/02 DOM 35 7(31102 DOM 96 location Suburban Suburban Suburban Subl)rban Leasehol FeeSimle Fee SMa F as Si;;....le Fee Simole Fee Sim Ie Site 21 Acres .18 Acres .16 Acres .21 Acres View Avn Avn Av Avn Desinn and AnneaJ Ranch Ranch Ranch Ranch QualitvofConslfUction Avo Av Avo Avn "<Ie 49 49 45 5' Cqndition A;;;- AV-;;- Ava ^' Above Glade Total : Bdrms: Baths Total :Bdrms: Baths Total :Sdrm Baths Total :Bdrms: Baths Room Count 4 2 1 6 3 1.5 -1,500 5 3 1.5 -1,500 7 3 1.5 -1,500 Gross Livinn Area 1113Sn.Ft 1161 So Fl.: -480 1386 Sn Ft.: -2730 1680 Sn. FI.: -5670 Basement & Finlstled Full Part Finishoo Full Part FiniShed : Full Part Finished : CrawlSpace .. RoomsBelowGrade 44% FRlStorane ' FRlBRlLRlStor -1000 NA -1-5000 FunctionalUWitll A.a Avo Avo Avo HeannnlCoolinn OHW88(NoCA OFHAfCA -2 SOD GFHAfCA .2500 GFHAfCA .2500 .. EnernvEfticientlems Insulation Insulation Insulation Insulation Gar_ICa,""" One Car Car rt ~ Car Oet. -1000 1 Car Attached -1000 NA +1500 Porch,Palio, Deck, NA Patio/Porch -1,000 Porch Patio/Porch -1,000 Firenlacels' etc. 'FP ,FP 'FP lFP Fence Pool etc. NA NA NA NA NA NA NA NA N!tM'.flota,l\ + -, 6480 ,- + 15<1-, 8730 ,- + 01'-, 4170 Adjusted Sales Price 1$ II Is olComnarable 108,420 99 270 ~ ~O,730 Comments on Sales Comparison (including the subject property's compatibility to the neighborhood, etc,): Sales used were all reasonablv simil,'lr sMe dwellinns in the same neinhborhood and sUbiect 10 reasonablv similar amenities. Ad.llstments were based on market extraction and/or iudnmenl. Tile ind.lcated value ranne on the above rid extends from $99 270 to $110 730, The indicated market value is estimated to be at or near the unner end of the value ran e and at $108 000. If nronertv were to be sold a sliahllv hiaher askin rice is su ested. ITEM SUBJECT COMPARABLE NO. 1 COMPARABLE NO. 2 cOMPAAABLE NO. 3 Date. P(lc~andData Previous Sale Not Applicable Not Applicable Not AppliC<!ble Source. lor prior sales Date within vear ot ~nnraisal NA Analysisofanyclltrentagreementofsale,option,orlls~ngotsubject property and analysis of any prior sales of subJect and compar abies within one year of the date of appraisal The subiect propertv is an owner occupied dwellinQ with a one car caroort. No prior sales within one year. INOICATED VALUE BY SALES COMPARISON APPROACH -, N' N' S 108 000 INOICATED IlALUE BY INCOME APPMACi', (~l A~ab\e\ EslimatedMai'i1.etRent 'Mo. ~ GrossflenlMulli lier -5 This appraisal is made I2Q "as is' U Subject 10 the repairs, alterations, inspections or conditions listerl below U subject to completion per plans & specifications Conditions of Appraisal: If ...ro"""rt is SOld subiect to a satisfactorv termite certification with a""raised value based 00 clear test results. Radon certification is su ested. Final Reconciliation: Insufficient market data was available to orocess the Income Aooroach. The Cost A""rOach is considered and used as a ch&.k for this a~isa\ andh~se\s the u~ner limit of value. The Sales Comoarison A roach is deemed most reliable and "'iven realest weioht. Dennis L. Stover m:-assistant ~artic~eled in Ihe oreoaration of this reoort. The purpose ot Illis appraisal is to estimate the marlc:et value 01 tile rea! property tIIat is tM suhject olltlls rep<Jrt., basoo 01\ ~ <lho~e cctldi\iIms and the certilitatlon, contingent and limiting conditions, and marll.et value definition thai are stated in tile attached Freddie Mac Form 439/FNMA lorm 10048 (Revised 6-93 I I (WE) ESTIMATE THE MARKET VALUE, AS DEFINED, OF THE REAL PROPERTY THAT IS THE SUBJECT OFTHIS REPORT, AS OF 9-3.02 IWHltHIST,~~~1>ISP'cn:ri~EEFFECI1VEDATEOFTHISREPORnTD" ~~!, $ 108000 APPRAISER: . f ! SUPERVI ~pr~'(rYrFt~~D): / ISI Did DOidNot Sinnature J ...... ~-.:..., C:inf\atu{l~ lL _ ' i, , , Name Dennis L. Slover, Assistant to the Appraiser Name Georne c. Hlauser S~};-/ Inspect Property Dale ReoortSianed 3.25-03 Date Renort Sinned 3-25-03 SlaleCeflmcatinn # Slat, SlateCertilica~Of1 # General Annraiser GA: 000233-L State PA Or State License # State Or Stale Ucense# State Freddie Mac Form 70 6i93 Pil.GE2CF2 Form UA2 - 'TOTAL lor Windows' appraisal software by a la mode. inc, - 1.800-ALAMOOE Fannie Mae Form 1004 6.93 Subject Photo Page Borrower/GlieO! NA Pro e Address 2920 Mornin side Dr Ci earn Hill l\\Me, James ar A\\orne at Law Caon Cumberland >~ ~ ,oJ I ,i, 'ti;;~ t~V~~.... ~.f~~'~~!'~~:"~~~-":~:~~T'~~..,;~.:i~~ )t~!_ .., Slale PA Ii Code 17011-5816 Subject Front 2920 Morningside Or Sales Price NA Gloss li~il'lg il.rta 1,113 TolalRooms 4 Total8edrooms 2 Total8athrooms 1 Location Suburban Vitw Avg Sile .21 Acres Quality Avg Age 49 Subject Rear Subject Street Form PICPIX,SR - 'TOTAL tor Windows' appraisal software by a III. mode, inc. - l-BOO.ALAMODE Building Sketch (Page - 1) BorrowerClient NA Pro ert Address 2920 Mornin side Dr elL Cal!!fl: Hill Lender James 80 ar. AHorne at Law Count Cumberland State PA Zi Code 17011-5816 2920 MORNINGS IDE DR. FIRST FLOOR BASEMENT 35,0' 350' 050 DINING KITCHEN SED AREA REC ROOM ROOM '" '" '" '" , . BATH LIVING ROOM Q . STORAGE SED ROOM I~ 210' STORAGE I ~ 21.0' 140' 140' NOT EXACT AND NOT TO SCALE S"""," ""A"". iV W""",,",'. Commenls' AREA CALCULATIONS SUMMARY LIVING AREA BREAKDOWN Code OescrlpUon Sin Net Totals Breakdown Subtotals ,~, Pirstrlao. 1113.00 1113.00 rh,.t 1'1001" .,= B...........t 1113.00 1113.00 1400 . 36.6 m " :n.0 . 38.6 '" " TOTAL LIVABLE (rounded) 1113 2 Calculations Total (rounded) 1113 Form SKT.8IdSkl- "TOTAL for Windows' appraisal software by a la mode, inc. - 1-80Q.AlAMODE Flood Map Borrower/Client NA ~ress 2920 MorninQside Dr Cil Camo Hill LeRder James 80 af Al\ome at Law County Cumberland Stale PA ZioCode 17011-5816 InlAI1Flnnrll/y a Iamode,llJ:. Pi"""''''''' ~'" Fi_G>':..JD~'OVPCE www.interDuud.cam · 800-252-8833 Prepared for: 2920 Morninaside Dr Camp Hill, PA 17011-5816 A. !}\.Jil ~<l ~{"1 ,. tt'. ., . c ,,-- C'. Fo.mOl'!linformalionabouf FloQdZonu;lndFIQodZolle mS\I1"lIl'lC't,cQfl\at": FloodSource Corp 977-77-FLCOO w....,f1""drollroe.com @1999-2002 FloodSource Corp_ All rights reserved. For more inlotmation, plesse e-ma~ inl0@lloodsourctlcom Form MAPFLOOO - "TOTAL for Windows' appraisal software by a la mode, inc_ - 1.800-ALAMODE Comparable Photo Page .!lorro!".~Clienl NA Prop.e!1Y...Mdress 2920 Morninqside Dr qy CamQJ::filI Lender James Bonar, Attornev at Law County Cumberland State PA ZioCode 17011-5816 Comparable 1 3045 Momingside Dr Prox. 10 Subject O.OB miles Sale Price 114,900 Gross Living Area 1,161 TolalRooms 6 TolalBeUrooms 3 Total Bathrooms 1.5 loca~on Suburban View Avg Sile .18 Acres Quality Avg Age 49 Address Prox. 10 Subject Sale Price Gross Living Area TolalRooms lota/Bedrooms Total Bathrooms location View Site Quality Age Address Prox. lo Subject Sale Price Gross living Area TolalRooms TolalBedrooms TolalBathrooms locatton View Site Quality Age Form PICPIKCR - "TOTAL lor Windows' appraisal software by a la mode, inc. -l.aOO-ALAMOOE Comparable 2 1900 Carlisle Rd 0.93 miles 108,000 1,386 5 3 1.5 Suburban A'g .16 Acres A'g 45 Comparable 3 1291 Low1her Rd 1.55 miles 114,900 1,680 7 3 15 Suburban A'g ,21 Acres A'g 51 ~orrower/Clienl NA p!..o~ddress 2920 Mornin side Dr City CamoHiIt lemlf:l James Bo aT. At\ome at law Coun Cumberland .--' .,//~ 101'jC'\ / ~ 10.,,~ \ \\\. ''''\\ qq 112 ~" b I' 1. ~ ~ Q t' ,,,,,J '~_"''"..,.\\ ."....{) 'I. ~ ' .. <; 04'" \ /",/ ',e."", g ~\ /' l!' ""0, ~e#: J t--"" ~ Q \ \ \ -\",..,' s /~" ~ ..." \ I <"",, ~. ~ , '/'~" \\ ,,\ '\ . '\ ' '\', <1\,\1 <t\\<<\ ) V ~ \ / ~:: .... I\.~ '\ '" \ ~ ""lOOCT '; :,sLl~::~" \j{'i1~-j~ i i\ #,-?}-., ,~, \ c ".._r,~y '\.@,.......<t\.;t.\ __ . ~ l ..' '." ".." ." ,......?7 ,I] ,^"""","'" ~ \ \/, -!l ,-" ., 'to--- ~'/.' I; . s.~""""~~-" "'\ ,-"",,90 "'. " ~-'" \ /..# Ii /".\ i" "'"~,,,_,"'/_1.;,..---'/ ~\'t/ '\' f)* .;-~~~ -!,".,.' ........'" ?t ,.",' '+-~ '" ~ <, !W~""'---"\;'Y ,-!;/._.... ~'", 5"'_"';; 'lo~ ~ _' ...~I'<' .lO<I'Clt .".....~----<$'"t ." '...~ -! /7' " ~l'>l' _~~~__~~I<"" ~o(O '\ ~..\. ~-;~/ ~ . '\ / ~ '\ . ~~ ~/ ..,-JPot---""" ! ,,1\;!' P \ "', \/,-:{<;.~ \ \f' <l. / '10... '\t- , .r", ~ ~ \'_----------<". .. 'f-t ,\,~,/.,- '; ,<.. -' , '7,\ I/Y ," \-~. L~ ""'__ ..? ,.\f'~ f/",\ ~ t~I''' "- , ",,,,,.. '1j, ....~ V--, ;'.2:=:;,y'I_"",L~' .,- tt'~ t-,"" ,,' "' ... '\.q. , \, ~ ~_. -.. -" ~...oo , ~ , " i .~ ._~," , \ \ -. '" ~ " " '. Location Map \ \ State PA Zi Cede 17011-5816 ~ , , ",...~"'oo ..." " ~. < j ! \ , \ , , '"10"1'",;' f~# ~ LI_.'" " ,,"~l \ \ . , I 1 qJ"'.o'''' ..-" \ , .~- ~ . l""""';~ \. ~.. 0 \-....""~ ~ \ " , . , " ! '-, , , '\ , " '. / /' \, )" ~~. '\ " ' s ~ --.,f'~ ~i 1- /" "\ ~ <. "'/---./ ~. '"l," " \ #?.. ,.'" ('.-- It ....~j ~f" \. ,./,...,,"1 V \ )1. ~"'1)o"""'~d . ". ''-w""," .,,/5' ". .. ~ '1- 1 j \\ '" \. '\. ~ ,----'" /'1:' "J-./ ,..",~< ~...... ,( '" , / /' '" " '. .. $ " ~i , ~ i I/I_co '" Ii . ~i ........( \ ~""" '~'~:'" ) \ - (, ~~-- '- "w" Form MAP.LOC _ 'TOTAL lor Windows' appraisal soflware by a la mode, inc. - 1-800-ALAMODE SUPPLEMENTAL ADDENDUM FileNo 30220 R 1 J.9LfowerlClienl NA Pronertv Address 2920 MorninQside Dr Cilv Camo Hill Countv Cumberland lender James Bonar Altornev al Law State PA linCode 17011-5816 PURPOSE AND FUNCTION OF APPRAISAL The purpose of the appraisal is to estimate the market value of the subject propertr as defined herein. The function of the appraisal is to assist the above named ender in evaluating the subject property for estate purposes. EXTENT OF APPRAISAL PROCESS OR SCOPE OF THE APPRAISAL The appraisal is based on the information gathered by the appraiser from public records, other identified sources, inspection of the subject property and neighborhood, and selection of comparable sales within the subject market area. The original source of the comparables is shown in the Data source section of the market grid, along with the source of confirmation, if available. The original source is presented first. The sources and data are considered reliable. When conflicting information was provided, the source deemed most reliable has been used. Data believed to be unreliable was not included in the report, nor used as a basis for the valuation conclusion. Form SUP - 'TOTAL for Windows' appraisal software by a la mode, inc_ - 1-800-ALAMODE SUPPLEMENTAL ADDENDUM rile No 3-0220 R-1 Borrower/Client NA J1QP~~S 2920 Morninqside Dr CIN Cal!lP Hill CounlV Cumberland lender James B~~~r Attom;~at law Slate PA ZioCode 17011-5816 SPECIAL CONDITIONS ADDENDUM The following checked items are specific special conditions that were identified by the appraiser during the inspection of Ihe subject property, the incomparable sales, and their neighborhoods and locationS. The subject is located in a rural area and is less than 25% buill-up. The condition is typical and common for the area and DOES NOT affect the market value _ X_ 2 Commercial uses are located within the subject's neighborhood. These uses are typical of similar neighborhoods and DO NOT affect the market value. _X _ 3 Industrial uses CITe located within the subject's ne'lghborhood. The presence of industrial uses. is typical for the neighborhood and DOES NOT affect the market value. X_ 4 Vacant and underdeveloped land uses are localed within the subject's neigtlbortlood These uses are typicai for the area and DO NOT affect the market value. 5. The predominant value in the neighborhood is less than that of the market value of the subject property, This condition is due to the superior qualities of the subject property as described in this report. This condition DOES NOT affect the market value. 6. The subject property is located in a F. L A. Identified Flood Zone. 7. Dampness is noted in the basement of the subject Standing or running welter was not present on basement floor __X_ 8. The subject is older than five(5) years old. All mecha-nieal systems including the heating, electrical and plumbing system appears upon a visual exterior inspection to be in working order. No warranties are implied in this statement. 9 The electrical system was not connecled during inspection. 10. The water service was not connected during inspection 11. The heating system was shut down during inspection. _X_ 12. Well and septic are common to the area. 13 Repair items were noted in the comments section 01 the report. These comments on repair items are for descriptive purposes only and are not required repairs. The repair items are cosmetic in neture and DO NOT affect the market value. 14 Subject is new construction and was 90% completed on date of inspection. Compliance and completion inspections suggested prior to selllement. _ X_ 15. Should property be sold, termite and radon certifications are suggested, with appraised value based on clear results. 16. The iand value exceeds 30% of total value due to the high demand for vacant land in this neighborhood. This condition is considered common and typical for the neighborhood and DOES NOT affect the market value. 17. The land value exceeds 30''/0 of total value. This is due 10 the large size 01 the site. this condition is considered to be typical and common and DOES NOT affect there market value. 18. Individual adjustments were required that exceed 10%. These adjustments were required due to the lack of more similar campa rabies on that individual rating, All three comparables are Ihe BEST AVA1LABlE. 19 Total adjustments exceed 15%. This Is due 10 the lelck of comparables on that individual rating. AI! three comparables are the BEST AVAILABLE. _X_ 20. One or more comparable sales are older than Six(6) months old, AlIhough there are comparable properties in the subject area, none have sold recenUy, therefore, sales in excess 01 six (6) months old had to be used. _X_ 21 One or more of the comparables used were in excess of one(1) mile from the subject property, Although there are comparables in the immediate area, (lOne have so(d recently, Therefore. it was necessary to use comparable sales outside of the immediate aret!. All comparables used are located in Similar neighborhoods and within Ihe same marketing area. Alllhree comparlilbles used were the BEST AVAILABLE. 22. Roofing certification is suggested. 23. Plumbing certification is suggested. 24. Electrical certification is suggested. 25. Heating certification is suggested. 26, Flood Hazard Insurance is sU9gested. 27. Seller is paying part or all of closing cost. This DOES NOT affect the market value. _X_ 28. All comparable sales are closed sales. _X_ 29. The subject property has not transferred in the past 3 years. _X_ 30. This appraisal is a Summary Report with complete data retained in appraisal file. Form SUP - "TOTAL for Windows" appraisal software by a la mode. inc, -1-800.AlAMOOE DEFINITION OF MARKET VALUE: The most probable price which a property should bring in a competitive and open market ut\oor aU coru1ltiGl'1s requisite to a fair sale. the buyer and seller. each acting prudently, knowledgeably and assuming the price is not allected by undue stimulus tmplicillO this delinition is the consummation 0' a saie as 01 a specified date and tile passing 01 tille lrom seller to buyer under conditions whereby: (1) buyer and seiler are I~jlita~~ mclwaled: \2\ both parties art! well inlormed or well alMsed, and each acting in what he considers his own best interest (3) a reasonable time is allowed 'or exposure in the open market (4) payment is made in terms 01 cash in U.S. dollars or in terms of tinancial arrangements comparable tIlereto: and (5) the price represents the normal consideration 'or the property sold unaffecllld Ily speclallJr creative 1inancing or sales coocesslons. \}Ii\J1led \)~ allYOl1e assQtia\w with the sale . Adlustments to the comparables must be made lor special or creative linancing or sales concessions No adjustments are necessary lor those costs which are normaily paid by sellers as a result at tradition or law in a marker area; these costs are readily identifiable since Ihe seller pays \!lese cosls in '1\rtually all sales transactions Special or crealive Ilnancing adjustments can be made to tM comparable property by comparisons to financing terms offered by a third party institutional lender that is not already involved in tM property or transaction Any adjustment should not be calculated on a mechanical dollar tor dollar cost at the tinancinq 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 judgement STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION CONTINGENT AND LlMIlING CONDitiONS: 1he awarsefs certilitation that appeals in the appra'lsal report is subiecl to the lollowrng conditions 1 The appraiser will not be responsibte for matters of a legal nature that affect either the property being appraised or the title to it. The appraiser assumes thaI the lltle is good and marketable and. therefore, will not render any opinions about fhe tllle. The property is appraised on the basis of it being under respGnsit\le ownership 2 The appraiser has provided a sketch in the appraisal report to show approximate dimensions of the improvemenls and the sketch is included only to assist the reader at the report in visualizing the property and understandi ng tMappraiser's delerminationot its size 1 The appraiser has examined the available flood maps that are provided t\y the Federal Emergency Management Agency (or other data sources) and has noted in tile 3?\}Iaisa\ H"~ whelw Ihe slltr}eC1 site is Iocateo in an iderMiea Special Flood Hazard Area Because the appraiser is nol a sUf'ieyor, he or she makes no guarantees, express orimpiied. regarding this determinalion 4, The appraiser wiil not give testimony or appear in court because he Of she made an appraisal of the property in question. unless specitic arrangements to do so have been made beforehand 5 The appraiser has eStlmaled the value of the land in the cost approach at its highest arid best use and the improvements at tl1eir OOl\\ributmy value, The'!,e separate valuations of the land and improvements must not be used in conjunction with any other appraisal and are invalid it they are so used 6 The appraiser has noted in the appraisai report any adverse condinons (such as. needed repairs, depreciahon, the presence of hazardous wastes, toxic substances. elc.) obsef'ied during the inspection 0' the subject property or that he or she became aware 01 during the normal research involved in pertorming ihe appraisal Unless otherwise stated 'In the appraisal report the appraiser has no knOWledge 01 any hidden or unapparent conditions ol lhe property or adverse environmental condi~ons (including the presence of hazardous wastes. tollic substances, etc.) that would make the property more or less valuable. and has assumed that tIlere are no SUCh conditions and maku 1\0 glJarwtaes Of wafranties. eX?fl'.ss m implied, It\)ardinll ttlI! cooo\~(lI\ 01 the j)loperty. lhe appraiser will not be responsible lor any such conditions that do exist or lor any engineering or lesting that might be required to discover whether such condibons exist Because the appraiser is not an expert in the field of environmental hazards, the appraisal report must not be considered as an envlronmenlal assessment 01 the propertj' 7 lhe appraiser obtained the in'ormation. es~mates, and opinions that were expressed in the appraisal report from sources that he or she considers to be reliable and tJelieves them to be true and correct The appraiser does not aSSlJme responsibility for the accuracy of such items that were furnished by Olher parties lhe appraiser will 00\ disctose \\'Ie cOfltents cl 1\'Ie apjll~a\ lepOrt llxtep\ as plO'lirleo \OT in the UniIOJITI Standalds 01 Protessional Appra'lsal Practice g llle appraise! has basee his OJ MI aplilaisai leport aoo valuation cnnclusion lor an appraisal that IS subject to salistaclory completion, repairs, or alterations on the assumption that compietion 01 the improvements will be pertormed in a workmanlike manner. 10 The appraiser must provide his or her prior written consent before the lender/client specified in the appraisal report can distribute the appraisai report (including conclusions about the property value, the appraiser's identity and professional designalions, and rlllelences to any p(Q(essiaMt Waiul organizations or the ,irm with which the ~ppraiser is associated) to anyone other than the borrower; the mortgagee or its successors and assigns: lhe mortgage insurer. consultants: prolessional appraisal organizations: any slate or lederaliy approved financiai institution: or any department agency, or Inslrumentality 01 the llniterl States or any state or tl'1e District 01 Co\umb'ra: exceplthatthe lender/Client may distribute the property description section ot the report onty to data coilection or reporting sef'ilce(s) wittlout having to obtain the appraiser's prior written consent The appraiser's written consent and approval must also be obtained belore the appraisal can be conveyed by anyone to the pubiic tftraugh advertisirlg, public relations, flews. sales, or clllel media Freddie Mac Form 4396-93 Pagelol2 Fannie Mae Form 100486.93 George Clauser Form ACR - .TOTAL for Windows" appraisal software by a la mode, inc, - 1.BOO-ALAMODE APPRAISER'S CERTIFICATION: The Appraiser certifies and agrees that 1 I have researched the subject market area and have selected a minimum 01 three recent sales of properties most similar and proximate to the sublect property for consideration in the sales comparison analysis ami have made a dollar adjustment when appropriate to reflect the market reacton to lhose items 01 signilicant variation. ~ a signilicant item in a comparable property is superior to, or more favorable than. the subject property, I have made a negative adjustment to reduce the adjusted sales price 01 the comparable and, if a significant item in a comparable property is inferior to, or less favorable than the subject property, I have made a positive adjustment to increase the adjusted saies price 01 th ecomparable 2 I have taken into consideraton the lac tors that have an impact on value in my development of the estimate of market value in the appraisal report I have not knOWingly withheld any signilicant information lrom the appraisal report and I believe, te the best of my knowledge, that all statements and information in the appraisal report are true andcorrecl. 3. I stated in the appraisal report only my own personal. unbiased, and professional analysis, opinions, and conclusions, which are subject only to the contingent and limiting conditions speci!led in this torm. 4. I have no present or prospective interest in the property that Is the subject to this report, and I have no present or prospective personal interest or bias with respect to the participants in the transaction. I did not base, either partially or completely, my analysis andfor the estimate of market value In the appraisal report on the race, color, religion, sex, handicap, familial status, or national origin of either the prospectve owners or occupants 01 the subject property or of the present owners or occupants of the properties in the vicinity of the sublect property 5 I have no present or contempiated future interest in the subject property, and neither my current or future employment nor my compensation lor performing this appraisal is contingent on the appraised value of the properly 6 I was not required 10 report a predetermined value or direction in value that favors the cause of the client or any related party, the amount 01 the value estimate, the attainment 01 a specific result, or the occurrence of a subsequent event in order to receive my compensation and/or employment for performing the appraisal did nOlbase Ihe appraisal report on a requested minimum valuatio n,aspecilicvaluallon,orltleneedtoapproveaspeclficmortgageloan, 7 I performed this appraisal in conlormity with the Unilorm Standards of Professional Appraisal Practce ltIat were adopted and promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were in place as of the elfective date of this appraisal. with tile exception of the departure provision of those Standards, which does not apply. I acknowledge that an estimate of a reasanable time for exposure in the open market is a condition in the definition of market value and the estimate I developed Is consistent with the marketing tme noted in tile neighborhood section of this report, unless I have otherwise stated in the reconciliation section 8. I have personally inspected the interior and exterior areas of the subject property and the exterior 01 all properties listed as comparables in the appraisal report I further certify that I have noted any apparent or known adverse conditons in tile subject improvements, on llle subject site, or on any srte within the immediate Vicinity of the subject property ot which I am aware and have made adjustments for these adverse conditions in my analysis ot the property value to lhe extent that I had market evidence to support them. 1 have also commented about the effect of the adverse conditions on the marketability of the subject property 9. I personally prepared all conclusions and opinions about the real estate that were set forth in the appraisal report. ~ I relied on significant professional assistance from any individual or individuals in the performance of the appraisal or the preparation of the appraisal report, I have named such individual(s) and disclosed the specific tasks performed by them in the reconciliation seeton of this appraisal repM. I certily that any individual so named is qualified to perform the tasks I have not authorized anyone to make a change to any item in the report; therefore, if an unauthorized change is made to the appraisal report, I will take no responsibility loril SUPERVISORY APPRAISER'S CERTIFICATION: If a supervisory appraiser signed the appraisal report. he or she certifies and agrees that' I directly supervise the appraiser who prepared the appraisal report, have reviewed the appraisal report, agree with the statements and conclusions of the appraiser, agree to be bound by the appraiser's certifications numbered 4 throug h 7 above. and am taking full responsibility for the appraisal and the appraisal report. ADDRESS OF PROPERTY APPRAISED: 2920 MorninQside Dr, Camp Hill. PA 17011.5816 SUPERVIS~Y APPRAI~~R)1'9Qlf required): Si,,,,",,..k1WClf:CJY19lUJ.t, ./ Name: Georoe C. Clau~SRA Date Signed: 3-25.03 State Certificaten -# General Appraiser GA: 0OO233-L orStatelicense#' Slate: PA Expiration Dale of Certification or license: 6/30/2003 APPRAISER: Olg ,\1. '-. '-- Signature: .1'---<-_ ~ Name: Dennis L. Stover Assislanllo the Aooraiser Date Signed' 3-25-03 State Certification #' or$tatelicense -/i' Slate: Expiration Date o! Certitlcationor license' o Did DDidNetlnspectProperty Freddie Mac Form 4396-93 Page20f2 Fannie Mae Form 100486.93 FQrm ACR - 'TOTAL tor Windows' appraisal sollware by a la mode, inc. - 1-800-ALAMOOE REV-150B EX +(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER George C. Flickinger SS# 185-05-9998 09/03/2002 21-02-0872 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 DESCRIPTION Citizens Bank - Checking Account No. 6100716554, date of death balance $41,824.59, accrued interest $3.09 VALUE AT DATE OF DEATH 41,827.68 2 Myers-Harner Funeral Home, Inc.-Funeral Refund 682.44 3 Pennsylvania Blue Shield - Reimbursement of Medical Expenses 31. 90 4 PMA Insurance Group - Disability Payments 600.00 5 U.S. Railroad Retirement Board - Medicare Payment 91.04 6 Waypoint Bank - Savings Account No. 5500018315, date of death balance $30,028.32, accrued interest $2.57 30,030.89 7 Coins from Safe Deposit Box Inventory sold to collector, bill of sale attached 1,554.00 8 1988 Chrysler New Yorker, VIN lC3BU4639JD170703, per appraised value, copy of appraisal attached 100.00 9 Contents of home and personal property - Per attached appraisal 3,535.00 TOTAL (Also enter on line S. Recapitulation) $ 78,452.95 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-150a EX (Rev. 1-97) JAMES D. BOGAR ATTORNEY AT LAW ONE WEST MAIN STREET SHIREMANSTOWN, PENNSYLVANIA 17011 e-mail mail@bogarlaw.com TELEPHONE (717) 737-8761 FACSIMILE (717) 737 -2086 JAMES D. BOGAR JENNIFER M. BOGAR" "Also admitted to ~ew Jersey Bar Direct e-mail jbogar@bogarlaw.com September 27, 2002 Citizens Bank P. O. Box 7899 Philadelphia, PA 19101-7899 Attn. Deposit Support Services 199-5355 RE: The Estate of George C. Flickinger Social Security No. 185-05-9998 Date of Death: September 3, 2002 Gentlemen: I represent the Estate of George C. Flickinger. Pursuant to your requirements, I am enclosing herewith an original Short Certificate. At the time of his death, I believe that Mr. Flickinger was the owner of an account with your financial institucion. Please confirm, in writing, the existence of any accounts that Mr. Flickinger owned either solely or in part. I would also appreciate knowing the balance of the accounts, including principal and interest, as of the date of death, the dates that the accounts were originally opened and the titles of same. If any of the accouncs were "roll-over" type accounts, please also specifically advise the date on which the account was initially opened. The above-requested information is needed so that the Pennsylvania Inheritance Tax Return can be properly prepared. Your time and consideration in this matter will be greatly apprecia':ed. JDB/blw Enclosure cc: Twila D. Peffer, Executrix ~ ~ ~ (/) ~ ~ ~ C.) ~ 09/30/2002 JAMES BOGAR ONE WEST MAIN ST SHIRESMANTOWNPA 17011 V1Waynoint . rBANK LOOK FOR US" WE"LL GET YOU THERE. The information which you requested on the account(s) of GEORGE FLICKINGER (Social Security Number 185-05-9998) is/are as follows: Account Number 5500018315 SAVINGS 12/26/01 Class of Account Date Opened Principal Balance 30028.32 Accrued Interest 2.57 Balance at Date of 30030.89 Death Account Ownership SOLE Name of Joint Owner, if any Date Ownership Was Established Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established Additional information Requested ;erelYt/n KA*~o:i; SENIOR SERVICES REP. PO. Box 1711. HARRISBURG. PENNSYlVANIA 17105-1711 D & S COINS 224 FOURTH STREET NEW CUMBERLAND, PA. 17070 (717) 774-4182 Customer's Order No. SOLD TO ~~ 1- 6..1 /r1.SL ADDRESS DATE 1;f~!o2-- ~ fl/ck'dqefL SALESMAN TERMS CASH CHARGE C.O.D. PAID OUT RETD. MDSE. RECD. ON ACCT. QUAN. DESCRIPTION PRICE AMOUNT '-1/1/1 .;/? 1.1/./1 11/;/"'" 1m: &1) fJ'U YJI f '\ J V / / / / I ALL Claims and Re SIGNATURE ",4 Brenner Familv Dealership" . -~ 7-232-4271 -~ 7.233-8221 FAX ,',ww.brennerdodgekia.com -~ ~=-1J C:-;E'\lRr:L~7 ~~~ J. P[lrkside COtlrr ',;irjie[m1/11. P.4 /-:-059 / .866--i-iLeidy .~'\\1\ '. !I'idy.clnn- ,v~~ -.-\ If ',' ;1 ~ .,,'J -k~.:j.:' '21a&ac Q) QIc:smCOlle ~2:: Pl.I.\"[I)!1 Sr. ''''."i'llf'.}, Pi 1-! j,' ".\'Of).f5-/.I).9JJt; "',-,'.I.iiil,;",,i,i:'i':o"I;,'.,,"" Q ~, ~ -,. err/isll! P:'kt' ,::',:.'.I"hw'::. P.... I-05.' - .,:I)I,L.)..1.{).':)1/1) , ..,".'lIlIcn:L'.I(/;'.....OI "'--~'-... =:...::. - _ _'-..J "~I i,::';' Car{jslf! Pike Idi!ICshurr.s. p.4. /7055 . 'Uf).r,~O-91J Ij .Fk'T,'11~'siel~i,,':'.:',L'(J1!1 IB~E~EI~ G MAILING ADDRESS: P.O. Box 1955 Harrisburg, PA 17105 STREET ADDRESS: 1812-30 Paxton St. Harrisburg, PA 17104 .....Ci::l(Z- jorsl C2- 10 W\ CfY1 --J:; V~\C~Ccn c..2VY1 ~ I\\-Q.. ()o~u.-cQ. C{~J L,~~ c.g J-.\~ \ q)? ~ C}v1.Lr~\l \J OW t'- 'f>w (1) c{; Q~#'m '""-, ~ I aN). \C:. '3 ~~~ 4~3q-:r\) il0103 lL~ T/LL~n1~ i' \\ ,T'1 -I:i \.J ('1\':/'1'1\ () l\..t.IY1 w "l (004 "'Iv, LJ.~ \1 "-Q fo octo cle.11^L~ QJ MJ-J -+tlt; ftL~lUl\ - Ii . /+rJI1C' 14'i b-.1~ V'-' GQI'~ct ~c..M t1'1t~iY'C~ To: James D. Bogar, Attorney One West Main St. Shiremanstown, PA 17011 From: William G. Rowe, Appraiser 211 Old Stone House Rd. Carlisle, PA 17013 Re: Personal Property Appraisal George C. Flickinger Estate 2920 Morningside Drive Camp Hill, PA 17011 Date: January 23, 2003 LINDEN HALL ANTIQUES 211 OLD STONE HOUSE ROAD CARLISLE, PA 17013 717-249-1978 LIVING ROOM 2 pc. sofa set (old) 2 end tables 4 lamps Wall hangings Books (closet) Vacuum 2 upholstered chairs, floral (old) Stand Knick knacks Bible Music center (old) - no value Old console TV KITCHEN Kitchenette set - 5 pc. Refrigerator - Whirlpool Small appliances Glassware Utensils/flatware Pots/pans Depression glass Misc. household DINING ROOM Dining room set Antique dishes Set dishes Cruet Stemware Carnival glass bowl Misc. household BEDROOM Bedroom set Lamps Flickinger Appraisal $25.00 $25.00 $20.00 $15.00 $5.00 $15.00 $10.00 $5.00 $10.00 $20.00 $0.00 $10.00 $60.00 $65.00 $10.00 $10.00 $5.00 $15.00 $15.00 $10.00 $375.00 $15.00 $20.00 $15.00 $1000 $35.00 $10.00 $300.00 $15.00 1/23/2003 Costume jewelry Misc. housewares Knick knacks Radio/telephone Linens/towels (bathroom closet) $20.00 $10.00 $5.00 $5.00 $10.00 BEDROOM Wardrobe Lamps Antique stand Old TV - no value Bedlbedding (old) Bench Dresser Knick knacks $65.00 $10.00 $75.00 $0.00 $5.00 $5.00 $10.00 $10.00 ATTIC Chest of drawers (antique) Cedar chest Army collectibles Misc. household Toys/games $200.00 $60.00 $20.00 $15.00 $5.00 BASEMENT Steins Milk glass hen on nest Old TV - no value 2 upholstered chairs - no value Mantle clock Oval stand Stick telephone Old sofa - no value Pair lamp stands Upholstered arm chair Governor Winthrop desk/chair Record player - wind-up table top Round mahogany stand Plank rocker Formica table/chairs Floor model radio (antique) Oak school desk Christmas Items Card table/chairs Cuckoo clock Lamps $15.00 $10.00 $0.00 $0.00 $85.00 $30.00 $55.00 $0.00 $30.00 $10.00 $165.00 $110.00 $35.00 $25.00 $10.00 $65.00 $10.00 $5.00 $20.00 $20.00 $10.00 LAUNDRY ROOM/STORAGE AREA Ping pong table Single barrel shot gun Bolt action 22 cal. rifle Antique coffee mill Mantle clock Misc. hand tools Hess trucks Lionel trains and accessories Railroad calendars Milk can $10.00 $65.00 $50.00 $35.00 $60.00 $10.00 $60.00 $250.00 $110.00 $15.00 Flickinger Appraisal 2 1/23/2003 Sled Bicycle Misc. tools (wall mounted) Fire helmet Old ice skates Antique tools Wicker planter Washer/dryer Rug, braided Mirror Step ladder $25.00 $25.00 $40.00 $60.00 $20.00 $20.00 $25.00 $65.00 $5.00 $10.00 $15.00 GARAGE SHED/OUTSIDE Wheel barrow Swing set Snow thrower Long-handled toois Push mower - Taro Small electric tools Weed eater $15.00 $10.00 $45.00 $20.00 $65.00 $10.00 $10.00 TOTAL $3,535.00 ,----. William G. Rowe Flickinger Appraisal 3 ~'" (~ 1/23/2003 AEV-1S11 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHEAITANCET/4X RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF George C. Flickinger Debts of decedent must be reported on Schedule I. ITEM NUMBER A. B. SSI! 185-05-9998 FILE NUMBER 21-02-0872 09/03/2002 DESCRIPTION AMOUNT FUNERAL EXPENSES, 1. ADMINISTRATIVE COSTS, Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year{s) Commission Paid: Z. 3. Attorney's Fees James D. Bogar Esquire Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address 8,312.50 City Relationship of Claimant to Decedent State Zip 4. Register of Wills 267.00 Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Other Administrative Costs Bonnie K. Miller, Treasurer - 2003 County/Township Real Estate Taxes 389.03 2 Capitol City Oil - Home Heating Oil Bill-Final 424.32 3 Comcast Cable - Cable-Final Bill 2.57 4 George C. Clauser - Real Estate Appraisal Fee 275.00 5 Linden Hall Antiques Personal Property Appraisal Fee 85.00 6 Lower Allen Township SewerjTrash Bill-Final 214.20 Total of Continuation Schedule(s) 2,037.04 TOTAL (Also enter on line 9. Recapitulation) $ 12,006.66 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX {Rev. 1-97} Estate of: George C. Flickinger Soc Sec #: 185-05-9998 Date of Death: 09/03/2002 Item # Continuation of Schedule H-B7 (Other Administrative Costs) Description Amount 7 Nationwide Insurance Company Homeowner's Insurance 427.00 8 Nationwide Insurance Company Car Insurance-Final 423.50 9 Pennsylvania American Water Company - Water Bill-Final 86.15 10 PP&L - Electric Bill-Final 97.11 11 RESERVES: Costs to conclude administration of Estate including filing fee for PA Inheritance Tax Return, Inventory and First & Final Account; preparation of Personal and Fiduciary Income Tax Returns 850.00 12 Verizon - Telephone Bill-Final 153.28 2,037.04 REV-1S13 EX ..(9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Geor~e C. Flickin~er SCHEDULE J BENEFICIARIES SSf! 185-05-9998 09/03/2002 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 91 16(a)(1,2)] 1 Carson Louise Conner 17010 Kilrenny Court Spring, TX 77397 2 Denise 30 Conner 17010 Kilrenny Court Spring, TX 77379 3 Cameron Graham Connor 17010 Kilrenny Court Spring, TX 77397 4 George R. Flickinger 3606 93rd St. Lubbock, TX 79423 5 Christopher S. Peffer R.D.#4, Box 4688 Duncannon, PA 17020 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Great Grandchild Grandchild Great Grandchild Son Grandchild FILE NUMBER 21-02-0872 AMOUNT OR SHARE OF ESTATE Specific Bequest of $3,000.00 Specific Bequest of $5,000.00 Specific Bequest of $3,000.00 One-half (1/2) of rest, residue and remainder Specific Be,qucst of $5,000.00 ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18. AS APPROPRIATE. ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS Camp Hill Church of God 123 N. 21st Street Camp Hill, PA 17011 2 Lower Allen Township Fire Company 1993 Hummel Avenue Camp Hill, PA 17011 1,000.00 1,000.00 0.00 TOTAL OF PART 11- ENTER TOTAL NON- TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) 2,000.00 ......" 4~4" ~v ,~_. " "~, Estate of: George C. Flickinger Soc Sec #: 185.05-9998 Date of Death: 09/03/2002 Continuation of Schedule J, Part I (Taxable Bequests) Item /1 Name and Address of Beneficiary Relationship Amount or Share of Estate 6 Megan E. Peffer Grandchild Specific 214 Cherokee Drive Bequest of Mechanicsburg, PA 17050 $5,000.00 7 Ronald T. Peffer Grandchild Specific 3541 Lisburn Road Bequest of Mechanicsburg, PA 17055 $5,000.00 8 Ryan M. Peffer Grandchild Specific 214 Cherokee Drive Bequest of Mechanicsburg, 17050 $5,000.00 9 Timothy A. Peffer Grandchild Specific 214 Cherokee Drive Bequest of Mechanicsburg, 17050 $5,000.00 10 Twila D. Peffer Daughter One-half (1/2) 214 Cherokee Drive of rest, Mechanicsburg, PA 17050 residue and remainder 11 Brock Robert Shaw Great Specific 17814 Split Creek Drive Grandchild Bequest of Spring, TX 77379 $3,000.00 12 Colton Lee Shaw Great ! Spec if ic 17814 Split Creek Drive Grandchild Bequest of Spring, TX 77379 $3,000.00 13 Jenna Louise Shaw Great Specific 17814 Split Creek Drive Grandchild Bequest of Spring, TX 77379 $3,000.00 14 Tanya Dawn Shaw Grandchild Spec if ic 17814 Split Creek Drive Bequest of Spring, TX 77379 $5,000.00 - , --' LAST WILL AND TESTAMENT OF GEORGE C. FLICKINGER '- I, GEORGE C. FLICKINGER, of Lower Allen Township, Cumberland County, Pennsylvania, make, publish and declare this as and for my Last will and Testament, hereby revoking all other wills and Codicils heretofore made by me. FIRST: I bequeath such of my tangible personal prop- erty as is set forth in a separate dated and signed Memorandum, which dated and signed Memorandum shall be placed with or at- tached to this, my Last will and Testament, to the individual designated therein. It is my intent that the last dated and signed Memorandum shall control. If there is no Memorandum, it is my intent that all of my tangible personal property shall be and become a part of my residuary estate. SECOND: I give and devise all that certain piece or parcel of real estate owned by me, same having erected thereon a dwelling house, being known and numbered as 2920 Morningside Drive, Camp Hill, Lower Allen Township, Cumberland County, Pennsylvania, in equal shares, to my children, TWILA D. PEFFER and GEORGE R. FLICKINGER, provided that should either of my children predecease me, I give and bequeath such child's share unto his or her issue per stirpes by representation. THIRD: I give and bequeath the sum of Five Thousand and No/lOO ($5,000.00) Dollars to each of my grandchildren that are alive at the time of my death. FOURTH: I give and bequeath the sum of Three Thousand and NO/lOO ($3,000.00) Dollars to each of my great-grandchildren that are alive at the time of my death. FIFTH: I give and bequeath the sum of One Thousand and No/lOO ($1,000.00) Dollars to the Ck~P HILL CHURCH OF GOD, of Camp Hill, Pennsylvania, same to be used for general church '- ~ , ~ purposes as the CAMP HILL CHURCH OF GOD deems appropriate. SIXTH: I give and bequeath the sum of One Thousand and NO/100 ($1,000.00) Dollars to the LOWER ALLEN TOWNSHIP FIRE COMPANY, of Lower Allen Township, Cumberland County, Pennsylvania. SEVENTH: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, in equal shares, to my children, TWILA D. PEFFER and GEORGE R. FLICKINGER, provided that should either of my children predecease me, I give and bequeath such child's share unto his or her issue per stirpes by representation. EIGHTH: Should any of my grandchildren or great- grandchildren not have attained the age of twenty-two (22) years at the time for distribution to him or her, I give, devise and bequeath the share of each such grandchild or great-grandchild to my hereinafter named Trustee or Trustees, IN SEPARATE TRUSTS, to hold, manage, invest and reinvest the shares so received, and to use and apply from time to time such portion of income and principal for the said grandchild's or great-grandchild's educa- tion (including college, trade school or other similar training or education), as my Trustee or Trustees, in their sole discre- tion, deem advisable. Any income or principal net so applied shall be dis- tributed to each grandchild or great-grandchild when he or she attains the age of twenty-two (22) years. In the event any of my grandchildren or great-grandchildren die prior to the termination of the Trust set forth herein for their benefit, the interest of my grandchild or great-grandchild in said Trust shall cease with any income and principal being divided evenly between or among that deoeased grandchild's or great-grandchild's natural brothers and sisters or the separate trusts established hereunder for their benefit and, in the absence of any natural brothers and . 2 - , -' ~~: sisters, to my other grandchildren or great-grandchildren in equal shares. NINTH: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all proper- ty, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivi- sion, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (e) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. ~ J ~ ~ (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order 3 ~ ~ , ~ ~ ~, -'~ ~ to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. TENTH: I nominate and appoint TWILA D. PEFFER, as Trustee of the hereinabove described trusts. In the event of the death, resignation or inability to serve for any reason whatsoever of the said TWILA D. PEFFER, I nominate and appoint GEORGE R. FLICKINGER, as Trustee of the hereinabove described trusts, who shall serve without bond and shall receive fair and reasonable compensation. ELEVENTH: I direct that all inheritance, estate, transfer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the principal of my residuary estate. TWELFTH: All interests hereunder, whether principal or income, which are undistributed and in the possession of the fiduciaries acting hereunder, even though vested or distribut- able, shall not be subject to attachment, execution or sequestra- tion for any debt, contract, obligation or liability of any beneficiary, and furthermore, shall not be subject to pledge, assignment, conveyance or anticipation. THIRTEENTH: I nominate and appoint TWILA D. PEFFER, Executrix of this, my Last will and Testament. In the event of the death, resignation or inability to serve for any reason whatsoever of the said TWILA D. PEFFER, I nominate and appoint GEORGE R. FLICKINGER, Executor of this, my Last will and Testa- ment. I direct that my Executor or Executrix, as the case may be, and their successors, shall not be required to post security .~ c 4 or a bond for the performance of their duties in any jurisdic- tion. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this --]1\' day of vl,'<<...d\. 2000. (( . - -___r;-~. __ < "- . -. J'~ ~- "!'-"''''''':''';''' ~ . .. /J..;d- '-~!ic' to' .-:>t '- 1-\ ;!::---' GEORGE C. FLICKINGE~ (SEAL) Signed, sealed, published and declared by the above- named Testator as and for his Last will and Testament in our presence, who, at his request, in his presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. '-I Address '/ ,~,(/It/;\~/hl L- ~ Address ~-.,\ !' -' '..../ ..... ~l. -j 5 MEMORANDUM In conjunction with my Last will and Testament, dated March 7, 2000, the following information may be of some help to my personal representatives in the administration of my estate. This information is in no way intended to be a part of my will nor to alter in any way anything contained in my said will. 1. To my son, GEORGE R. FLICKINGER, I give the family bible and my 10 gauge single barrel shotgun, provided, however, upon his death, or should he predecease me, I direct that these items be returned or passed to my daughter, TWILA D. PEFFER, or her children. Date: March 7 2000 ~I ~ - ; \ '. ',- ,~-."'(!.,f~ 7. ( tC it,' ,,-,'r.. .:/ L i GEORGE C. FLICKINGER j (SEAL) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-, '62 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT BOGAR JAMES D ESQUIRE 1 W MAIN STREET SHIREMANSTOWN, PA 17011 un._h fold ESTATE INFORMATION: SSN: 185.05.9998 FILE NUMBER: 2102-0872 DECEDENT NAME: FLICKINGER GEORGE C DATE OF PAYMENT: 05/30/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 09/03/2002 NO. CD 002624 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $785.08 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: TWllA D PEFFER C/O JAMES D BOGAR ESQUIRE CHECK# 1043 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $785.08 DONNA M. OTTO DEPUTY REGISTER OF WillS /?-9/-/ \.. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 11128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE DF I~HERITANCE TAX RiiN'i1iISEHENT, ALLDwANCE OR DISALLOWANCE FilJll' .DlJlUCTIOIt:HUID ASSESSHENT OF TAX .03 JUL - 7 DATE D 4 :1 ~STATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 07-07-2003 FLICKINGER 09-03-2002 21 02-0872 CUMBERLAND 101 uoW'tt R_i tt.d JAMES D BOGAR 1 W MAIN ST SHIREMANSTOWN t.!o. ESQ Curd)(~ PA 17011 *' ItEY-IM7EllAFP 101-D5) GEORGE C MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REY=is'4j-EY-AFP--foY=oiY-iioTicniF-YriHERiTANCE-YAirAPPRAisEifEiiT~--ALDiiAN-CrOC--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF FLICKINGER GEORGE C FILE NO. 21 02-0872 ACN 101 DATE 07-07-2003 TAX RETURN liAS: I X I ACCEPTED AS FILED I CHANGED NOTE: I~ an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect ~igures that include the total af ALL returns assessed to date. ASSESSMENT OF TAX: 15. A~unt of Line 14 at Spousal rat. (15) 16. ~unt of Line 14 taxable .t Lineal/Class A rat. (16) 17. A~unt of Line 14 .t Sibling rat. (17) 18. ~unt of Line 14 taxable at Collateral/Class Brat. (18) 19. Principal Tax Due .00 X 00 = .00 172,446.29 X 045 = 7,760.08 .00 X 12 = .00 .00 X 15 = .00 1191= 7,760.08 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I Estate (Schedule AJ 2. Stocks end Bonds (Schedule B) 3. Closely Held Stockl~rtn.rshlp Interest (Schedule C) 4. Nortgages/Notes Receivable (Schedule 0) S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property ISchedule FI 7. Transfers (Schedule G) 8. Total Assets III 121 131 I'll 151 161 171 108.000.00 .00 .00 .00 78.452.95 .00 .00 181 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/AdD. Costs/Hisc. Expenses (Schedule H) 10. Dobts/Hortgogo Liobilities/Liens ISchedule II 11. Total Deductions 12. Net Value of Tax Return 13. CharitablalGover~ntal Bequests; Non-elected 9113 Trusts (Schedule J) 1~. Net V.lue of Estate Subiect to Tax 191 1101 12,006.66 .00 1111 1121 1131 1141 NOTE: To insure proper creeli t to your accot.rtt I suai t the upper portion of this for. with your tax pay.ent. 186,452.95 1".00;; fa;; 174,446.29 2,000.00 172,446.29 T&Y CREDIT": '" AMOUNT PAID DATE _BER INTEREST/PEN PAID I-I 11-26-2002 CDOO1888 348.75 6,626.25 05-30-2003 CD002624 .00 785.08 TOTAL TAX CREDIT 7,760.08 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TDTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.I c/ oK STATUS REPORT UNDER RULE 6.12 Name of Decedent: George C. Flickinger Date of Death: September 3, 2002 Will No. 21-02-0872 Admin. No. 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 XX 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 XX . 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 XX No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date: 11/14/03 James D. gar, Esquire Name (Please. type or print) One West Ma~n St. Shiremanstown, PA 17011 Address ,,C, . ~ (717) 737-8761 Te 1. No. <~ Capacity: Personal Representative x Counsel for personal representative (MAH:rmf/AM3)