Loading...
HomeMy WebLinkAbout08-07-15 Pennsylvania 1505618403 vim✓ DEPARTMENT OF REVEN =X(03-14) REV-1500 OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 15 0004 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 12 22 2014 03 06 1936 Decedent's Last Name Suffix Decedent's First Name MI PAXTON ROBERT E (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ❑X 1. Original Return 2. Supplemental Return 3. Remainder Return(date of death prior to 12-13-82) 4. Agricultural Exemption(date of 5. Future Interest Compromise(date of 6. Federal Estate Tax Return Required death on or after 7-1-2012) death after 12-12-82) 7. Decedent Died Testate 8. Decedent Maintained a Living Trust 9. Total Number of Safe Deposit Boxes (Attach copy of will) (Attach copy of trust.) F] 10. Litigation Proceeds Received 11. Non-Probate Transferee Return 12. Deferral/Election of Spousal Trusts (Schedule F and G Assets Only) 13. Business Assets 14. Spouse is Sole Beneficiary (No trust involved) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number HUBERT X GILROY 717 243 3341 First Line of Address 10 EAST HIGH STREET Second Line of Address City or Post Office State ZIP Code CARLISLE PA 17013 Correspondent's email address: hgilroy(aD_martsonlaw.com REGISTER OF WILLS USE ONLY REGISTER OF WILLS USE ONLY DATE FILED MMDDYYYY O r.7 �- G7 C C7 DATE F11_�b SRAMP h Side 1 '� w �~ c-) Q) Co o I "�I II��I VIII I�I�I�I II�II�I II��I I�III�IIII��I�I IIII -77 1505618403 1505618403 j 1505618411 REV-1500 EX Decedent's Social Security Number Decedent's Name: Paxton, Robert E. RECAPITULATION 1. Real Estate(Schedule A)....................................................................................... 1. 133-,900 . 00 2. Stocks and Bonds(Schedule B)............................................................................. 2. 50 - 58 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)......... 3. 4. Mortgages and Notes Receivable(Schedule D).................................................... 4. 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E).......... 5. 74 - 62 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 6 ,290 - 23 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) ❑ Separate Billing Requested............ 7. 8. Total Gross Assets(total Lines 1 through 7)........................................................ 8. 140,315 - 43 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 20 ,391 - 18 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................ 10. 65 - 00 11. Total Deductions(total Lines 9 and 10)................................................................ 11. 20 ,456 - 18 12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 119 ,859 - 25 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J)............................................... 13. 14. Net Value Subject to Tax(Line 12 minus Line 13)............................................... 14. 119 ,859 - 25 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec. 9116 (a)(1.2)X.00 15. 0 . 00 16. Amount of Line 14 taxable at lineal rate X .045 119,859 - 25 16. 51393 - 67 17. Amount of Line 14 taxable at sibling rate X.12 0 . 00 17• 0 . 00 18. Amount of Line 14 taxable at collateral rate X.15 0 . 00 18. 0 . 00 19. TAX DUE................................................................................................................ 19. 5 -,393 - 67 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑ Under penalties of perjury,I declare I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and complete.Declaration of preparer other than the person responsible for filing the return is based on all information of which preparer has any knowledge. SIGNAT R�SOt RES=FOR FILING RETURN Tammy I Kuhn DATEg^ ADDRESS ay_ 15 Robin D ' , C lis A 15 SIGNATU OF O TH RESENTATIVE Hubert X. Gilroy DA ADDRESS tl 10 East High Street, Carlisl , PA 17013 X1 I1111111 1111111111 11111 11111111 INSide 2 505618411 1505618411 REV-1500 EX Page 3 File Number 21-15-0004 Decedent's Complete Address: DECEDENT'S NAME Paxton, Robert E. STREET ADDRESS 15 Robin Drive CITY STATE ZIP Carlisle PA 17015 Tax Payments and Credits: I. Tax Due(Page 2,Line 19) (1) 5,393.67 2. Credits/Payments A. Prior Payments B. Discount 0.00 Total Credits(A +B) (2) 0.00 3. Interest (3) 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2,Line 20 to request a refund 5. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE.. (5) 5,393.67 Make Check Payable to REGISTER OF WILLS AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "V IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.................................................................I............. ❑ ❑x b. retain the right to designate who shall use the property transferred or its income;.................................. 11 c. retain a reversionary interest; or............................................................................................................... F-1 ❑x d. receive the promise for life of either payments,benefits or care?............................................................ ❑ ❑x 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.................................................................................................................... ❑ ❑x 3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?....... ❑ ❑x 4. Did decedent own an individual retirement account,annuity,or other non-probate property which contains a beneficiary designation?.................................................................................................................. ❑ ❑x IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ,�/1..-.....,a.�..`.�.^,a., .,..�.f,. F''y .. ��J �.��eawu. Tf� � .d '.,,,,�...,,,.,,,ua,,,✓�'1� -k��'.. �..... ,.,�. .,,,..� .n .,,,.� ,,..,.s....r.. .,.,...,:�, t.+.. For dates of-death on or after July 1,1994 and before Jan. 1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)]. For dates of death on or after January 1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)]. The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: • The tax rate imposed on the net value of transfers from a deceased child 21ears of age or younger at death to or for the use of a natural parent,an adoptive parent,or a step-parent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.§9116(a)(1.3)]. A sibling is defined, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. Rev-1502 EX+(12.12) SCHEDULE A pennsylvania REAL ESTATE DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Paxton, Robert E. 21-15-0004 All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts. Real property that Is jointly-owned with right of survivorship must be disclosed on schedule F. Attach a copy of the settlement sheet if the property has been sold Include a copy of the deed showing decedent's interest if owned as tenant in common. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Residence-Located at 15 Robin Drive,South Middleton Township, Cumberland County,PA, 133,900.00 known as Tax Parcel No.40-23-0598-006, being described in Deed dated December 22, 1983, and recorded in Cumberland County, PA,Deed Book N,Volume 30, Page 687,and being conveyed to Robert E. Paxton and Donna M. Paxton, his wife. Donna M. Paxton died on August 17,2011, leaving title solely vested in Robert E. Paxton, decedent herein. See attached valuation per Fair Market Value Analysis. TOTAL(Also enter on Line 1, Recapitulation) 133,900.00 (If more space is needed,additional pages of the same size) Copyright(c)2012 form software only The Lackner Group, Inc. Form PA-1500 Schedule A(Rev. 12-12) Rev-1503 EX+(08-12) SCHEDULE B pennsylvania STOCKS & BONDS DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Paxton, Robert E. 21-15-0004 All property jointly-owned with right of survivorship must bedisclosed on Schedule F. ITEM CUSIP VALUE AT DATE NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH 1 Series EE savings bond -See attached. 50.58 TOTAL(Also enter on Line 2, Recapitulation) 50.58 (If more space is needed,additional pages of the same size) Copyright(c)2012 form software only The Lackner Group,Inc. Form PA-1500 Schedule B(Rev.08-12) Rev-1508 EX+(08-12) SCHEDULE E pennsylvania CASH, BANK DEPOSITS, & MISC. DEPARTMENT OF REVENUE INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Paxton, Robert E. 21-15-0004 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 VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 CenturyLink-Refund 47.17 2 State Farm Insurance-Refund 27.45 TOTAL(Also enter on Line 5, Recapitulation) 74.62 (If more space is needed,additional pages of the same size) Copyright(c)2012 form software only The Lackner Group,Inc. Form PA-1500 Schedule E(Rev.08-12) Rev-1509 EX+(01-10) pennsylvania SCHEDULE F DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF F21-15-0004 ILE NUMBER Paxton, Robert E. If an asset was made joint within one yearof the decedent's date of death,it must be reported on schedule G. SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT A. Tammy J. Kuhn 15 Robin Drive Daughter Carlisle, PA 17015 B. C. JOINTLY OWNED PROPERTY: DESCRIPTION OF PROPERTY o DATE OF DEATH LETTER DATE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT E D' VALUE OF ITEM FOR JOINT MADE NUMBER OR SIMILAR IDENTIFYING NUMBER.ATTACH DEED FOR DATE OF DEATH DECD$ DECEDENT'S INTEREST NUMBER TENANT JOINT JOINTLY-HELD REAL ESTATE. VALUE OF ASSE INTEREST 1 A 04/05/1976 Citizens Bank Checking Account No. 5,611.48 50.000% 2,805.74 6100726827 2 A 08/23/2004 Citizens Bank Savings Account No. 3,933.64 50.000% 1,966.82 6244693154 A 08/23/2004 Accrued income on Item 2 through date of 0.02 50.000% 0.01 death 3 A 09/23/2013 Members 1st Federal Credit Union- 3,034.26 50.000% 1,517.13 Certificate of Deposit,Account No.242265-46 A 09/23/2013 Accrued income on Item 3 through date of 1.05 50.000% 0.53 death TOTAL(Also enter on Line 6, Recapitulation) 6,290.23 (If more space is needed,additional pages of the same size) Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule F(Rev.01-10) REV-1511 EX+(08-13) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RESIDENT DECEDENT RETURN ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Paxton, Robert E. 21-15-0004 Decedent's debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached 8,336.03 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State ZiD Year(s)Commission Paid 2. Attorney's Fees 7,331.00 See continuation schedule(s)attached 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State ZiD Relationship of Claimant to Decedent 4. Probate Fees 310.50 See continuation schedule(s) attached 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 4,413.65 See continuation schedule(s)attached TOTAL(Also enter on line 9, Recapitulation) 20,391.18 Copyright(c)2013 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.08-13) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Paxton, Robert E. 21-15-0004 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 Hoffman-Roth Funeral Home 8,336.03 H-A 8,336.03 Attorney Fees 2 Martson Law Offices-Attorneys fees 7,331.00 H-B2 7,331.00 Probate Fees 3 Register of Wills-Probate fee 310.50 H-B4 310.50 Other Administrative Costs 4 Advanced Disposal-Pending disposition of real estate 42.09 5 Advanced Disposal-Pending disposition of real estate 42.09 6 Advanced Disposal-Pending disposition of real estate 42.09 7 Carlisle Petroleum -Pending disposition of real estate 404.85 8 Centurylink-Pending disposition of real estate 102.06 9 Certified mail delivery 6.98 10 Jennifer L.Varner,Tax Collector-2015 real estate taxes-pending disposition of real estate 381.20 Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Paxton, Robert E. 21-15-0004 ITEM NUMBER DESCRIPTION AMOUNT 11 Jennifer L.Varner,Tax Collector-2015 school real estate taxes-pending disposition of real 1,255.07 estate 12 Legal advertising-Cumberland Law Journal 75.00 13 Legal advertising-The Sentinel 201.16 14 Lowe's-Dehumidifier-pending disposition of real estate 279.00 15 PPL-Pending disposition of real estate 95.18 16 PPL-Pending disposition of real estate 24.37 17 PPL-Pending disposition of real estate 24.16 18 PPL-Pending disposition of real estate 18.15 19 PPL-Pending disposition of real estate 53.89 20 PPL-Pending disposition of real estate 81.61 21 PPL-Pending disposition of real estate 69.24 22 South Middleton Township Municipal Authority-Water/sewer pending disposition of real 135.22 estate 23 South Middleton Township Municipal Authority-Water/sewer pending disposition of real 147.32 estate 24 State Farm Insurance-Homeowner's insurance 793.00 25 T&J Appliance Service-Repair washing machine pending disposition of real estate 139.92 Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Paxton, Robert E. 21-15-0004 ITEM NUMBER DESCRIPTION AMOUNT H-B7 4,413.65 Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98) Rev-1512 EX+(12.12) SCHEDULE 1 pennsylvania DEBTS OF DECEDENT, DEPARTMENT OF REVENUE INHERITANCE TAX RETURN MORTGAGE LIABILITIES AND LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Paxton, Robert E. 21-15-0004 Report debts Incurred by the decedent prior to death that remained unpaid atthe date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Carlisle Regional Medical Center-Debt of decedent 65.00 TOTAL(Also enter on Line 10, Recapitulation) 65.00 (If more space is needed,additional pages of the same size) Copyright(c)2012 form software only The Lackner Group, Inc. Form PA-1500 Schedule I(Rev. 12-12) REV-1513 EX+(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Paxton, Robert E. 21-15-0004 RELATIONSHIP TO NUMBER NAME AND ADDRESS OF DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE PERSON(S)RECEIVING PROPERTY (Words) ($$$) Do o t Trustee(s) I� TAXABLE DISTRIBUTIONS (include outright spousal distributions,and transfers under Sec.9116(a)(1.2)] Tammy J. Kuhn Daughter 100% of residue 119,859.25 15 Robin Drive Carlisle, PA 17015 Total 119,859.25 Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate. NON-TAXABLE DISTRIBUTIONS: II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule J(Rev.01-10) FAFILES\C1ients\14373 Paxton\14373.Lwill.h LAST WILL AND TESTAMENT I,ROBERT E.PAXTON,of South Middleton Township,Cumberland County,Pennsylvania, being of sound and disposing mind and memory,do hereby make,publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils made by me. 1. I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all death taxes(whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My Executrix shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. 2. If my wife survives me by thirty(30)days,then I give,devise and bequeath all of my estate, of whatever nature and wherever situate, unto my wife, DONNA M. PAXTON, absolutely. 3. In the event my said wife shall predecease or fail to survive me by more than thirty(30)days, then I give,devise and bequeath all of my estate,of whatever nature and wherever situate, unto my daughter, TAMMY J. KUHN, absolutely. 4. In the event my said daughter shall predecease or fail to survive me,then I give, devise and bequeath all of my estate,of whatever nature and wherever situate,unto my son-in-law,STEVEN G. KUHN, absolutely. 5. In the event I am not survived by my said wife, daughter, or son-in-law,then I give, devise and bequeath all of my estate, of whatever nature and wherever situate, in the following manner: Fifty percent(50%) thereof unto ST. JUDE'S CHILDREN'S RESEARCH HOSPITAL, and Fifty percent(50%) thereof unto HUMANE SOCIETY OF HARRISBURG AREA. 6. I nominate, constitute and appoint my daughter, TAMMY J. KUHN, as Executrix of my e 0. [Initials] Page 1 of 3 Pages estate. In the event my said daughter shall be unable or unwilling to serve in such capacity,then I appoint my son-in-law, STEVEN G. KUHN, to act in such capacity. 7. I direct that all fiduciaries acting under this Will, whether or not named herein, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. 8. I authorize and empower my Executrix and her successor, in their sole and absolute discretion,to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature;to sell, lease,pledge,mortgage,transfer,exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as they may deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate;to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate;to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; to employ agents, attorneys and proxies and to delegate to them such power as my Executrix and her successor consider desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as may be necessary to carry out any of these powers. In addition,I direct that my Executrix and her successor shall have the power to conduct an inventory of any safe deposit box necessary to the administration of my estate. IN WITNESS WHEREOF I have hereunto set my hand and seal this ZIC-3 y of 2011. n �p j��-rA (SEAL) Obert E. Paxton SIGNED, SEALED,PUBLISHED AND DECLARED by the above-named Testator,as and for his Last Will and Testament, in the presence of us,who at his request,have hereunto subscribed our names as witnesses thereto, in the presence of the said Testator and of each other. r 61 Jy Page 2 of 3 Pages COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) We,Robert E. Paxton, Seth T.Mosebey,and C D r rI Y c* L- f)D y^ec S , the Testator and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his last Will and that the Testator has signed willingly, and that the Testator executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as a witness and that to the best of his/her knowledge the Testator was at that time eighteen years of age or older,of sound mind and under no constraint or undue influence. 6A?te Z447&:t� Robert E. Paxton, Te tator J, Witness Witness Subscribed, sworn to and acknowledged before me by Robert E. Paxton, the Testator, and subscribed and sworn to before me b th T.Mosebey and 6 rr i rte O lyer s the witnesses, this / 5 `qday of , 2011. _ G XL' No ary Public 2LNgDNW& Tx OF, v�r>ta NOT)1RI61L SM Victoria L Cato,Notary Public Carlisle.Bora,Cumberlaad County my commis-sionE Lfira D ffmba N 20 44 Page 3 of 3 Pages - N �---- -� Outstanding Agents. - _ Outstanding Result Its. w Y 4 TED "eaR Estate Services PiropcsaR For marketing the property located at: 15 Robin Drive, Carlisle,PA r C3 M 00 - � i Prepared Especially for: Prepared by: Tammy Kuhn Gloria J. Minnich,ABR, CSP 408 Heisers Lane Agent Carlisle, PA 17015 RE/MAX 1§t Advantage 6375 Mercury Drive, Ste 101 Mechanicsburg, PA 17050 Office: 717-591-5555 Office Fax: 717-591-7273 Cellular: 717-579-2311 Email: gjminnich@comcast.net REALTOR` Date: February 5, 2015 This analysis has not been performed in accordance with the Uniform Standards of Professional Appraisal Practice which require valuers to act as unbiased, disinterested third parties with impartiality, objectivity and independence and without accommodation of personal interest. It is not to be construed as an appraisal and may not be used as such for any purpose. m 2015 REINM International,Inc.Allrights reserved. Each Office Independently Owned and Operated. �c4� 1 Outstanding Agents. Outstanding Results. I� Real Estate Ssal Prepared Especially for: Tammy Kuhn 408 Heisers Lane Carlisle, PA 17015 For marketing the property located at: 15 Robin Drive, Carlisle, PA a. Prepared by: Gloria J. Minnich,ABR, CSP Agent RE/MAX 1st Advantage 6375 Mercury Drive, Ste 101 Mechanicsburg, PA 17050 Office: 717-591-5555 Office Fax: 717-591-7273 Cellular: 717-579-2311 Email: gjminnich@comcast.net a Date: February 5, 2015 w REA LTW This analysis has not been performed in accordance with the Uniform Standards of Professional Appraisal Practice which require valuers to act as unbiased, disinterested third parties with impartiality,objectivity and independence and without accommodation of personal interest.It is not to be construed as an appraisal and may not be used as such for any purpose. 0 2015 RE/MAX International,Inc.All rights reserved. Each Office Independently Owned and Operated. wool�11117� February 5, 2015 Tammy Kuhn 408 Heisers Lane Carlisle, PA 17015 Dear Thank you very much for giving me the opportunity to present the enclosed proposal to market your home.' I appreciate the time you spent with me reviewing the features of your home and outlining your financial goals and time considerations. You will receive competent and professional service when you select me and RF/MAX Realty Professionals, Inc. to represent you. We have represented many families in this area concluding transactions that realize maximum value in a reasonable time. I hope you will select me as your agent in this very important transaction. This proposal includes a comprehensive market analysis that will assist us in determining the market value and pricing of your home. I hope the information included on me and RF/MAX Realty Professionals, Inc. will confirm that I am best qualified to market your home. Sincerely, Gloria J. Minnich, ABR, CSP Agent, REALTOR® Each Office Independently Owned and Operated. MARKETING CONDITIONS REPORT FOR 15 ROBIN DRIVE, CARLISLE PA 17015 POSITIVES TO CONSIDER: The Home offers: a one car garage. a covered patio. a fenced in yard good street appeal from the front large driveway accommodating 4+vehicles. .Home has Central Air Conditioning Lot is .44 acres The home is on Public water and Public Sewer. (It was difficult to evaluate the lot condition as there was snow on the ground at the time of visit but it did look like the landscaping was well cared for). NEGATIVES TO CONSIDER: Location as home is directly in front of the Carlisle Airport is a major factor. Rt 81 is right behind the home which creates noise and is a factor. Home has some dated features (carpeting, bathrooms, and kitchen) Kitchen counter is marred. Bedrooms are small. Basement walls need to be dry locked. Even though there is not an water in the basement, there are signs of dampness in the corners of the basement. This needs to be evaluated. It just may need to be painted with a dry-lock paint to improve condition. Suggested List price is based on the home being offered "As-Is". If the home owner would want to do the upgrades prior to listing, the list price can be increased. However, there is no way that you can change the fact that the Airport and Rt. 81 is directly in the rear of the property. And, that will affect the value in today's market. There are too many competing properties in more desirable locations. The home offers 1232 scq.ft. Research shows similar homes selling between $106 and $121 per sq.ft. That would put this home at between $ 130,592 and $ 149,072 (but, this would only be if the negatives conditions were not present). Respectfully yours, Gloria Minnich RE/MAX 1St Advantage 6375 Mercury Drive, Ste 101 Mechanicsburg, PA 17050 (717)591-5555 Cell- 717-579-2311 �'� � �rr;� =.fit#�.�,i�ti .d�••�' �a,�-- !�� •r •,''a ^��! .t3`r�. 'l, ter:• �i d�� ��•�� w..tt��i.G'at _ .dam - r-,yam�� � :►����:'-���; r ,.1� /�. ka �fu ^ a Subject Property Profile for 15 Robin Drive, Carlisle, PA Pitt P—M The following features have been identified to aid in the search.for properties that are comparable to yours. This will help in determining proper pricing for your home. City: Carlisle Alunicipality: South Middleton .dire;: .44 Year Built: 1972 Bedrooms: 3 Full Baths: 1 llall Baths: 1 Abv Grd S.F 1232 Style: Ranch -1iYhtrior: Brick/Vinyl Couslruclion: Frame Ilealit kq: Oil FA Ileaiinp: Gooliug: Central Fireplaces: harkht,�: 1 car garage 117rl ina: off street Ext Few: Ext.Feat: Shed Ext Feat: Covered patio Ext Fent: Fenced Yard Amenity: Atttenity: Baceiwnt: Full Bcue neut: Finished Other Roont: Sunroom 01her Roona: Gloria J.Minnich,ABR,CSP Office:717-591-5555 Office Fax:717-591-7273 0 Cellular:717-579-2311 Email:gjminnieh@comcast.net Each Office Independently Owned and Operated. a »� Comparative Market Analysis Summary ., . Recently Sold Address Munic Style Beds Fbath Hbath Aby Gr Sold Price List Price Cooline 602 S Spring Garden St South Middleton Ranch 2 2 0 1248 $132,000 $134,900 Ceiling Fan 165 Linn Drive Carlisle Ranch 3 2 0 1165 $135,000 $145,000 Central Air 1002 Forge Road South Middleton Ranch 4 1 1 1260 $152,000 $160,000 Ceiling Fan 163 Oak Hill Road Lower Frankford Ranch 3 1 0 1344 $153,000 $157,000 Central Air Average of Properties:$143,000 Min:$132,000 Max:$153,000 Median: $143,500 Gloria J.Minnick,ABR,CSP Ofice:717-591-5555 Ofice Fax:717-591-7273 Cellular:717-579-2311 Email:gjminnichCcomcast.net Each Office Independently Owned and Operated. OWN incl V Map of Comparable Properties 5000h, EEEE=12000m 6RRY CUh34i� 0 Sara r-ene 74 _ LOW PX O,SNisis Springs �Rd 944 �CaPtnrr OSchlusse, Id 4 esex 77 onrc SRO--- '" 64 7 tdervvitbR4 O "�S 1N Trindio Rd 74 - All 9 7 a7 P, Boiling Spring L3ayad 465 � �� 4Sourn►nraelelon 974 ' Adount Holly 6Sp15"f5%4--nest some, '.nielpgUest Ref Status Address 1 Subject Property 15 Robin Drive,Carlisle,PA 2 Recently Sold 602 S Spring Garden Street 3 Recently Sold 165 Linn Drive 4 Recently Sold 1002 Forge Road 5 Recently Sold 163 Oak Hill Road Gloria I Minnich,ABR,CSP Office:717-591-5555 Office Fax:717-591-7273 Cellular:717-579-2311 i Email:gjminnich@comcast.net Each Office Independently Owned and Operated. r.. Map of Comparable Properties zobom PERFVi 74 9d4 1'I 641 74 11 465 aid Ref# Status Address 1 Subject Property 15 Robin Drive,Carlisle, PA 2 Recently Sold 602 S Spring Garden Street 3 Recently Sold 165 Linn Drive " 4 Recently Sold 1002 Forge Road 5 Recently Sold 163 Oak Hill Road Gloria J.Minnich,ABR,CSP Office:717-591-5555 Office Fax:717-591-7273 Cellular:'717-579-2311 Email:gjrriinnich@comcast.net Each Office Independently Owned and Operated. ` - — --- - .57-ROM `yd -� Comparable Properties Ret-eptly Sold 602 S Spring Garden St ��-isy� h List Price:$]34,900 Sold Price:$132,000 DOM.'20 Lista SgFt:$108 Sold$SgFt:$106 Munic:South Middleton y•..a; , Year Built:1960 Acres:0.34 Prkng:1 Car Garage :.: ..ate �`�""` r..�. .�• .: Bedrooms:2 SgFt:1248 Prkng:Integral Full Baths:2 Style:Ranch Bsmnt:Full r +.. •"'+•" _ HalfBaths:0 Ext:Stone Exter:Patio Heat:Oil Cons(:Frame Exter:Porch r, "" Cool:Ceiling Fan Oth Rm:Four Season Room Amen: Fireplaces:] Oth Rm: Amen: ,,. Remarks:Ranch Home With Paver Walkway Leading To Lovely Garden Areas.Large Living Room With Two Sided Fireplace That Also Fronts Into Dining Arca. Four Season Room With Skylights Overlooks Rear Yard. Full Bath Has A Walk In Tub Enclosure With Scat. Partially Finished Basement With Walkout And Laundry Room.Central Air.Paver Patio In Rear.A Gardener's Delight. Recently Sold 165 Linn Drive List Price:$145,000 Sold Price:$135,000 DOM, 50 List$SgFt:$124 Sold$SgFt:$116 Munic:Carlisle Year Built:]950 Acres:0.27 Prkng:]Car Garage Bedrooms:3 SgF1:1165 Prkng:OffStrect Parki Full Baths:2 Style.Ranch Bsmnt:Finished Half Baths:0 Ext:Stonc Exter: eZ,» Heat:Forced Air Const:Stick Built Exter. � '.'� Cool:Central Air Oth Rm:Den Amen: Fireplaces: Oth Rm: Amen: Remarks:Whether Downsizing Or Just Getting Started This Is A Place You'llWant To Call Home.Offering Freshly Painted Kitchen Cupboards And New Roof Sheeting And Shingles In 2012. Come Check Out The Excellent Location And Appealing Convenience To Downtown This Quaint Rancher Has To Offer. Racial),Sold 1002 Forge Road List Price:$160,000 Sold Price:$152,000 DOM. 108 List$SgFi:$127 Sold$SgFt:$121 Mimic:South Middleton '/ >J Y+' L Year Built:1970 Acres:0.37 Prkng:1 Car Carport Bedrooms:4 SgFt:1260 Prkng:Off StreetParki r Full Baths:] Style:Ranch Bsmnt:Full I r Half Baths:I Ext:Brick Exter:Patio Heat:Baseboard Const:Stick Built Exter: _.5r }` �,'_ F' Cool:Ceiling Fan Oth Rm:Laundry Room Amen: y� — Fireplaces:1 Oth Rm:Officc/Computer Amen: -" •:`*� x� Remarks:Very Comfortable Brick Rancher In South Middleton Township. ThisLovcly Home Offers 3 Or 4 Bedrooms,Beautiful Hardwood Floors, New Countcr-Tops In The Kitchen, Partially Finished Basement For Entertaining Or Storage. Also Features Fenced Backyard,Car-Port,And Newer Roof.Well Maintained And Ready For New Owners! Gloria J.Minnich,ABR,CSP Ofre:717-591-5555 pu'sOnce Fax:717-591-7273 ie`4 Cellular.717-579-2311 V,I Fey Q Email:gjminnich@comcast.net Each Office Independently Owned and Operated. Comparable Properties Reccildy Siad _ 163 Oak Hill Road ' Sold Price:$153,000 DOM: 4 List Price:$157,000 Munic:Lower Frankford m List$SgFt:$117 Sold$SgFt:$114 Year Prkngr Off Street Park' ar Built:1983 Acres:1.29 1344 � Sg Ft: 4 Prkng: Bedrooms:3 Bsmnt:Exposed/Walkout Full Baths:1 Style:Ranch Ext:Vinyl Exter:Deck Half Baths:0 Const:Frame Exter:Out Buildings Heat:Forced Air Cool:Central Air Oth Rm:Family Room Amen: Fireplaces:1 Oth Rm: Amen: Remarks:Welcome To This Very Spacious 3 Bedroom Ranch WithEDej gh� clh°�eWith Front Porch. Large Living Room With Brazilian Cherry Flooring, Access 10 The Rear Deck And Huge Finished Walk-Out Basement With 12 Foot Ceilings, Coal Stove And Bar,This Home Offers Plenty Of Living Space. Gloria J.Minnich,ABR,CSP MIL Ar Re office:717-591-5555 Office Fax:717-591-7273 Cellular:717-579-2311 Email:gjminnich@comcast,net Each Office Independently Owned and Operated. U0 ,r Comparative Market Analysis 602 S Spring Garden 165 Linn Drive 1002 Forge Road 163 Oak Hill Road St Status S S S S List Price $134,900 $145,000 $160,000 $157,000 List$SgFt $108 $124 $127 $117 Sold Price $132,000 $135,000 $152,000 $153,000 Sold$SgFt, $106 $116 $121 $114 Contract Date 07/21/14 06/10/14 06/27/14 06/09/14 Sold Date 08/29/14 07/29/14 09/05/14 07/28/14 DOM 20 50 108 4 City Carlisle Carlisle Carlisle Carlisle Municipality South Middleton Carlisle South Middleton Lower Frankford Acres 0.34 0.27 0.37 1.29 Year Built 1960 1950 1970 1983 Bedrooms 2 3 4 3 Full Baths 2 2 1 1 Half Baths 0 0 1 0 Abv Grd SF 1248 1165 1260 1344 Style Ranch Ranch Ranch Ranch Exterior Stone Stone Brick Vinyl Construction Frame Stick Built Stick Built Frame Heating Oil Forced Air Baseboard Forced Air - -- - - - Heating Oil Electric Oil Cooling Ceiling Fan Central Air Ceiling Fan Central Air Fireplaces 1 1 1 Parking 1 Car Garage 1 Car Garage 1 Car Carport Off Street Parki Parking Integral Off Street Parki Off Street Parki Ext Feat Patio Patio Deck Ext Feat Porch Out Buildings Ext Feat Storm Doors Porch Ext Feat Exist Amenity Amenity Basement Full Finished Full Exposed/Walkout Basement Partially Finish Full Partially Finish Full Other Room Four Season Room Den Laundry Room Family Room Other Room Office/Computer Gloria J.Minnich,ABR,CSP Office:717-591-5555 Office Fax:717-591-7273 Cellular:717-579-2311 Ernail:gjminnich@comcast.nct Each Office Independently Owned and Operated. ,•a� o e i Comparative Market Analysis 15 Robin Drive, 602 S Spring Garden 165 Linn Drive 163 Oak Hill Road Carlisle,PA St Adjustments Adjustments Adjustments Sold Price $132,000 $132,000 $135,000 $135,000 $153,000 $153,000 Sold$SgFt $106 $116 $114 List Price $134,900 $145,000 $157,000 List$SgFt $108 $124 $117 Contract Date 07/21/14 06/10/14 06/09/14 Sold Date 08/29/14 07/29/14 07/28/14 DOM 20 50 4 City Carlisle Carlisle Carlisle Carlisle Municipality South Middleton South Middleton Carlisle Lower Frankford Acres .44 0.34 0.27 1.29 Year Built 1972 1960 1950 1983 Bedrooms 3 2 3 3 Full Baths 1 2 2 1 Half Baths 1 0 0 0 Abv Grd SF 1232 1248 1165 1344 Style Ranch Ranch Ranch Ranch Exterior Brick/Vinyl Stone Stone Vinyl Construction Frame Frame Stick Built Frame Heating Oil FA Oil Forced Air Forced Air Heating Oil Oil Cooling Central Ceiling Fan Central Air Central Air Fireplaces 1 1 Parking 1 car garage 1 Car Garage 1 Car Garage Off Street Parki Parking off street Integral Off Street Parki Ext Feat Patio Deck Ext Feat Shed Porch Out Buildings Ext Feat Covered patio Storm Doors Porch Ext Feat Fenced Yard Exist Amenity Amenity Basement Full Full Finished Exposed/Walkout Basement Finished Partially Finish Full Full Other Room Sunroom Four Season Room Den Family Room Other Room $143,000 $132,000 $135,000 $153,000 Gloria J.Minnich,ABR,CSP Office:717-591-5555 Office Fax:717-591-7273 vpm Cellular:717-579-2311 + Entail:gjminnich@comcast.nct 3 Each Office Independently Owned and Operated. NOW,�tin Lw k � ire J Comparative Market Analysis 15 Robin Drive, 1002 Forge Road Carlisle,PA TT. Adjustments Adjustments Adjustments Sold Price $152,000 $152,000 Sold$SgFt $121 List Price $160,000 List$SgFt $127 Contract Date 06/27/14 Sold Date 09/05/14 DOM 108 City Carlisle Carlisle Municipality South Middleton South Middleton Acres .44 0.37 Year Built 1972 1970 Bedrooms 3 4 Full Baths 1 1 Half Baths 1 1 Abv Grd SF 1232 1260 Style Ranch Ranch Exterior Brick/Vinyl Brick Construction Frame Stick Built Heating Oil FA Baseboard Heating Electric Cooling Central Ceiling Fan Fireplaces 1 Parking 1 car garage 1 Car Carport Parking off street Off Street Parki Ext Feat Patio Ext Feat Shed Ext Feat Covered patio Ext Feat Fenced Yard Amenity Amenity Basement Full Full Basement Finished Partially Finish Other Room Sunroom Laundry Room Other Room Office/Computer $143,000 $152,000 Gloria J.Minnich,ABR,C SP Office:717-591-5555 Office Fax:717-591-7273 Cellular.717-579-2311 Email®minnich@comcast.nct Each Officc Independently Owned and Operated. oo�00 Comparative Market Analysis Graphed by Status ReceWly Sold Price Range of 4 Properties. 100K 117K 135K 152K 170K Gloria J.Minnich,ABR,CSP O Office:717-591-5555 office Fax:717-591-7273 Cellular:717-579-2311 Email:gjminnich@comcast.net Each Office Independently Owned and Operated. , �. 7777 Graphic Analysis of(decently Sold Properties El List Price O Sold Price 200,000 ...._......................................................................_..._..._..._......._................... .... 180,000 ......................................_......_..._...-......._....................... .................._...__..._.. ... 160,000 ....._....-._...__....................................- - .. .................................................. 140.000 ....._.. . ..._.-...._... _.. 120,000 100,000 ... ...-. ...... = b .... 80,000 - 60,000 — 40,000 .._ _ -..... ;_.... � .... 20,000 0 602 S Spring Garden 165 Linn DNe 1002 Forge Road 163 Oak Hill Road St Summary Statistics of 4 Properties: Average .Price: $143,000 High Price: $153,000' Low Price: $132.,000 Media.ii Price: $143,500 Average $ per SgFt: $114.25 Average''car Built: 1965 Average Sale Price % List Price: 95.83 Average Days Oti Market: 45 Gloria J.Minnich,ABR,CSP ti Office:717-591-5555 _ Office Fax:717-591-7273 " Cellular:717-579-2311 �— r � Email:gjminnich@comcast.net �� k<v °� Each Office Independently Owned and Operated. � ,lM 7M fi Pricing Your Property to Sell Pricing your property correctly is crucial. You want to sell your property in a timely manner at the highest price possible. Current market conditions determine the value. Pricing too high or too low can cost you time and money. Realistic pricing will achieve a maximum sale price in a reasonable amount of time. Analysis of the comparable properties suggests a list price range of.• $133,000 to $139,000 Gloria J.Minnich,ABR,CSP Office:717-591-5555 Office Fax:717-591-7273 Cellular:717-579-2311 Email:gjminnich@comcast.net Each Office Independently Owned and Operated. t1 Nag 76y Pricing Strategy General Rules. Let's review some important considerations. There are certain factors that are beyond our control and certain factors that are within our control. Those factors outside of our control are: the location of the property, the finished square feet and types of rooms and the amenities that are in place. Those factors we can control are: the appearance of the property inside and out, how aggressively we market the property and the price, including terms. It is critical for us to accept those factors that are beyond our control and to focus on pricing and preparation. Local Market Observations. Our market is currently steady. Properties are not moving very fast but they are not languishing for months either. Given the current interest rate situation we should continue to experience relatively low mortgage rates and thus the market should remain steady for awhile. Suggested Price Strategy. Due to the fact that this home is located so close to Rt 81 and the Airport, It may take longer to sell the property. Therefore adjustments were made to the suggested listing price. The home should have some updates Including new carpet, kitchen counters, etc. My analysis of the comparable properties suggests a list price range of $130,000 to $135,000. This range should achieve your primary goal which is a reasonably quick sale. Gloria J.Minnich,ABR,CSP Office:717-591-5555 Office Fax:717-591-7273 Cellular:717-579-2311 Email:gjminnich@comcast.net Each Office Independently Owned and Operated. ,._ �. . FuE; >;r Pricing Your Home Not only will you miss prospective buyers by overpricing your home, but you will affect how long your home will remain on the market and what the eventual selling price will be. Activity versus Timing Timing is extremely important in the real estate market.A property attracts the most interest and excitement from the real estate community and potential buyers when it is first listed. Therefore, it has the highest chance of a sale when it is new on the `° ` u market. Setting a realistic price from the beginning will help take advantage of this initial period, and increase the chance of a 0 t 2 3 4 5 G timely sale. 1 Number of Weeks on the Market An experienced agent who knows the market and the marketing process can help you determine the market value of your home, thereby giving you the best chance of quickly and smoothly selling your home. a% Timing versus Selling Price When a home 1s overpriced at the start, it misses what -2% r 6 can be the most critical time period in selling a home - the first weeks after it's listed. Once this period is axe passed and little traffic is generated at the initial price level, it becomes necessary to seek a lower listing -6% price. Depending on market conditions this cycle may repeat several times before a sale is made, resulting in -8% an eventual sale price that is well below the initial 10% listing price, and possibly lower than the market value Lessthan 41012 131o24 More than for your home. 4weeks weeks weeks 24 weeks Determining Your Home's Market Value A comprehensive market analysis is essential to determine the value of residential property. Location and characteristics of the property are the key elements in.determining value, therefore the basis for valuation is similar properties in your area. The market analysis takes into account the amount received from recent sales of comparable properties and the quantity and quality of comparable properties currently on the market. The desired end result, of course, is to find a price that will attract a willing and able buyer in a reasonable time. Once the value of your home has been determined,you can decide on an offering price that will achieve your goals. Generally, the price should not exceed the value by more than 5% or potential buyers.may not even make offers. Gloria J.Minnich,ABR,CSP t` Office:717-591-5555 Office Fax:717-591-7273 Cellular:717-579-2311 Ernail:gjminnich@comcast.net Each Office Independently Owned and Operated. n � loom �O Pricing Guidelines Perhaps the most challenging aspect of selling a home is listing it at the correct price. It's one of several areas where the assistance of a skilled real estate agent can more than pay for itself. Too-high can be as bad as too low If the listing price is too high,you'll miss out on a percentage of buyers looking in the price range Asking Percentage + f096 where your home should be. This is the flaw in Price f5% of Buyers thinking that you'll always have the opportunity to accept a lower offer. Chances are the offers +10% 30% won't even come in, because the buyers who would be most interested in your home have been Markel Value so% scared off by the price and aren't even taking the time to look. By the time the price is corrected, you've already lost exposure to a large group of potential buyers. -15% so% The listing price becomes even trickier to set when prices are quickly rising or falling. It's critical to be aware of where and how fast the market is moving- both when setting the price and when negotiating an offer.Again, an experienced,well-trained agent is always in touch with market trends - often even to a greater extent than appraisers,who typically focus on what a property is worth if sold as-is, right now. Agent education, experience critical When working with a real estate agent, it's critical that you have full confidence in that agent's experience and education.A skilled, knowledgeable agent should be able to explain to you exactly why your home needs to be priced at a certain level - compared to recent listings and sales of homes similar to yours. Experienced agents also know exactly what the current pool of buyers are looking for in relation to particular styles and price ranges of properties.A skilled agent can recommend changes that will enhance the salability of your home, thus increasing the price - and/or decreasing the length of time before a sale. It's critical to keep all ffiese aspects of'priciiig irl.mind, regardless of�Vvhorn.yoi.i choose to list your home. Gloria J.Minnich,ABR,C SIP Office:717-591-5555 Office Fax:717-591-7273 OIL% are Cellular:717-579-2311 Email:gjminnich@comcast.net Each Office Independently Owned and Operated. Alsk CIRTRAI PEAn MtlMAIISTf 100. PROPERTY REPORT 15 Robin DR, Carlisle, PA 17015 Y. g �t �vf . s Presented by Gloria Minnich Pennsylvania Real Estate License:R$199454L Outstanding Ag-t. owsm ding Results j Mobile:(717)579-2311 ( Work:(717)591-5555 1 Fax(717)591-7273 giminnich@conicast.net RE/N= Ist ADVANTAGE 6375 Mercury Drive Mechanicsburg,PA,PA 17050 *>fRPR. Copyrign 2015 Realtors 9opertyResagroaOLLC.AtRiRigghhtsRe er4ed. e�\ 1/23/2015 +Ir I torrn bon is not uaranteed.E ual Housing �7�rjj IAYALProperty Report 15 Robin DR,Carlisle,PA 17015 CGaTRAi PEan MUM-UST,too. 15 Robin DR, Carlisle, PA 17015 Y J' wre. cf a13d" ,4 T Lewd: Subject Property Public Record k', TT _ v`I ' 12/3012014. kill Last E c'i+e:-. .a � 201 RVA' Est. Riat-qe: $119,907—$146,553 "e09 priog Pe Sea. Ft, VIM fl e" fi "1 8'?Change_ Last 1, Ylo xt:2 i.X2,390 C."hcange Last 12 Ni n[hs:-24.3% This report contains data acrd information that is publicly available and/or licensed from thhapar aes and is provided to you on an"as is"and'os available"basis.The information is not verified or guaranteed.Neither this report nor the estimated value of a prnperly is an appraisal of the property.Any valuation shown in this report Iran been generated by use of prnprietary computer software that assembles publicly available property records and certain proprietary data to arrive at an approximate estimate of a properly's value.RPR and its informationproviders shall not be hablefor arry claim or loss resulting from the content of,or errors or orrrissions irr,information contained in this report. "fir Fr.z„a copyngh 2015 Re,I'l,—PID Al RghtsRes md. ,�* 112312015 i Infomuntwn is not guaranteed.Equal Housng Opportunity. L_I 2 AL Property Report 15 Robin DR,Carlisle,PA 17015 cr:nrapt MCI mum•urr,tno. Home Facts Realtor Home Facts Public Facts Listing Facts Refinements Property Type Single Family Residence — Property Subtype Single Famil — Bedrooms 3 — _....... ..... . ......._... . ......................... ....,... Total Baths 2 Full Baths Partial Baths 1 — t.i\Ang Area(sq ft) 1,232 — Lot Size O.44 acres — Lot Dimensions 19166 SF — Basement(sq ft) - — 1,232 Garage Garage(spaces} Year Built 1972 — Total Rooms 6 — .. ....... . ... ..... .. ... ....... ....... .. ......... Healing Forced air unit — Coding None — Exterior Walls Siding(AlumNinyl) — Number of Buildings 0 — Number of Stones 1 — Homeowner Facts Owner Name Paxton,Robert E&Donna M Mailing Address 15 Robin Dr Carlisle PA 17015.9294 Owner Occupied Y �y 5=15 Copyright 2015 Psaltors Property Resource@LLC.Ali RghtsPerserved. 1123/2015 Information isnot guaranteed,Equal Fbusng Opportunity. 3 of 20 AL I Property Report 15 Robin DR,Carlisle,PA 17015 CenTRAt ",.". Comparative Analysis 0 Confirm the Property Facts Your realtor confinned the property facts for this pioperfy so they could be used in selecting hares. 0 Average of Comps $140,486 Comps form the foundation of this analysis. Your agent Range:$130,308—$148,622 has selected key comps for you to review. (or 5114 per sq.ft.) 0 Adjustments --$ 291 Your agent has some insight into how your home relates 3 to these corgps that have adjusted the result. $133,900 Recommended Price Range:$129,900—$135,900 (or$109 per sq,ft) Last Updated:1/812015 ��RPR- 1/23/2015 �pYni9nforrrrator�snot uar�need.EU�f-busnAll F6ghtsRE<_erved. ,�/%—___.._ 9 4 g Opportunit. !_i 4 of 20 AYAL. Property Report 15 Robin DR,Carlisle,PA 17015 CIRTRAL Kaft MUM-Mr,'0'. 1 Comps and Adjustments Cis l , J\w N f\ us Army o War Cot-Carhd- CL 13 St Jq 'b US Army Wag --.Pennsylvania Tpke. DidaoNon - Plainfield E .i,s,Efi�t)Ninwilieltid --wHig fAfist Greason 0 CL 46SJL21 A, er tv bing LEGEND: .: subject Property Pending listing Expired usting Distressed 1#Recent Sale Off Market This Property Pimim WS ZXAL Amoin. Vq It LivrV Area Lot Size Beds Baths, Built in RPR 15 Robin DR $108 1,232 sq ft 0.44 acres 3 2 1972 Carlisle,PA 17015 Recently Sold Addre,` Proxim in RPR Dale Atiriaint S'sq'Ir L;\i,V Arkin Lct Size Beds 84'r, Built Subjecf To-RE0r-ATt.V'&= I Mi.N 205 days 8/29/2014 $132,000 $106 1,248 sq ft 0.34 acres 2 2 1960 Same 602 S Spfirxj Garden ST Scild Date Sold Anx,:liY Carlisle,PA 17013 Wes f=)(_-kria Viiinicl,.:This home only has 2 bedrooms.Subject property has RT 81 just to the rear of the home and the Carlisle Airport. it TUREcUTLYSOLD -67 Mi.W 276 days 7/2912014 $135,000 $116 1,165 sq ft 0.27 acres 3 2 1950 Bettor 165 Um DR Sd,,'Date 5(�`d AjT"-nt Otk Carlisle,PA 17013 CDpyfi"N201.5c%I(ors Property FewurceOLLCABIRightsRewrVed 1/23/2015 RPR' not guaranteed.Equal Flouing Opportunity. 5 of 20 1AYAL. Property Report 15 Robin DR,Carlisle,PA 17015 Cf9TRA4 MIT MULTIA11r,Inc. 3TOUEC"TLY SOLO, 6.57Mi.W 231 days 7/2812014 $153,000 $114 1,344sqft 1.29 acres 3 1 1983 Better � R 163 Oakhill RD Sd'd D es't Carlisle,PA 17015 This home is on well and septic but has a larger lot.Seller ga,,e$3,000 in closing cost help to Buyer.Subject property has RT 81 just to the rear of the home and the Carlisle Airport, 4 TRREt414-fLy-soib 1.34 KA,E 317 days 9/5/2014 $152,000 $121 1,260sqft 0.37 acres 4 2 1970 Same 1002 Forge Rd sold uxa- Carlisle, PA 17015 RFR- Copyriht 15Z:ItoTsPropeTtyF�asoumeOLLC.AJigghtsFimrved1123/2015 Pnfog3ti not guaranteed.Equal Fbudng Opportunity. 6 of 20 AProperty Report 15 Robin DR,Carlisle,PA 17015 CenTRai Penn MUM-U!t,In@. Property History MedianEstimated Home $300K---- . ..... .......... . .. ...... ..... ............ ......... ._...,..:,. . ....,.., .:.......,, _ .<..,.. ,... ...........,.,..... Value This chart displays property estimates for an area and a subject property, where one has been selected. $225K . :..,.......... ..... :.... .. .....,,.., ,,.._...,, ,.-...,.,..,...:...,......,...,.. ..,.., ., Estimated home values are genera#ed �,, by a valuation model and are not fomfai appraisals. Data Source:Valuation calculations based on public records and MLS $150K:........... .. , .... ....... sources where licensed Update Frequency:Monthly This House $75K .... ... ...... .. .,, ...... ■ 17015 Cumberland County Penns}kvania $Q......... .................... ..........._,...._..,..... ......., .__ .... .. , .. ....,........ . .,.,....,..._, .. . ... ... .. Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan '06 '07 108 09 '10 '11 `12 '13 `14 '15 Sales History Sates Date Sates Amount Price per sq.R 1/20/1984 $52,000 $42 Assessed Values Notesfrom Gloria Munich Date Improvements Land Total Tax With some work to update,this home 2013 $108,400 $41,900 $150,300 — w€ll come up in wilue.However,there is 2012 $108,400 $41,900 $150,300 — nothing that can be done about he location with the airport and Rt.81 right 2010 $85,820 $20,800 $106,620 — behind the home.Therefore,t feel the 2009 $85,820 $20,800 $106,620 — present\elue is around the$129,900 2008 $85,820 $20,800 $106,620 — price range. 2007 $85,820 $20,800 $106,620 2006 $85,820 $20,800 $106,620 — Legal Description Parcel Number: Zoning: Census Tract: Abbreviated Description: City/Municipality/Township: 40-23-0598-006 — 420410125.012021 DIST:40 CITY/MUNVTWP:SOUTH Carlisle,PA 17015 MIDDLETON TOWNSHIP BONNYBROOK HEIGHTS LOT PB 20 PG 11 MAP RERMAP 0598 Notes from Gloria INhnnich Subject is a very nice home on a great lot.It has a fenced in yard,a 3 seasons room,and a covered patio.There is a shed which stays with the property.The only negat€ve on the home is that it is right along Rt 81 which is noisy and the Carlisle Airport is right behind the home.This has a negative affect on the property and Wil affect the time it takes to sell.The interior needs a bit of updating-needs new carpet.Oil heat is a negative because people are hesitant to purchase homes with oil hear.So,we have to deduct from the present value because of these issues. � RPR Gopyg�t2015 Frm +�altorsPropertyRes�urce�LlG.NI F3ghtsRe�ved. ,/� 1/23/2t}15 Infoation isnot guaranteed.Equal t-busng Opportunity, 7 of 20 ALL Property Report 15 Robin DR,Carlisle,PA 17015 COMM Knit MUM-1,11'r,ra" Sales and Financing Activity This chart shows a property's sales and financing history.It can be used to compare the value of the property as seen by public records,such as deeds and tax records, with the estimated home value.Actions taken against the owner,such as the issuance of a Notice of Default,are noted.Sales acti\Ay,such as listing date and price reductions,are highlighted. Sale; Listing Financing Distressed Assessed: Ei Assessor �� AVM or Sales Camp ' Est.Loan Activity , Activity Actions Value Market Value j RVW Valuation Balance $300K........ . ....., . .......... .......... ......, ............... .... , . ., .... , ........ . $225K,....,_,_................. .......... .. ....... ........... ... ......_... . _. ,.._.....,..a... .. Ass, w �,� Ass. �_� Ass. Sales Value; , . .« w ..1 aEue=.. «.. _ .Value:, Conte 5150K S150K S150K µ"`+ms Valuation: S150K, .., .. ......,..-. .�.. .. . ..... . . . 4134K. - $75K _.......,,,. ., . ..... D J ':1 A to J J A „ 'J D J ' ",t A `,1 J J r'. S v N D J F bt A. '.1 J J A S .. d 3 J 2012 2013 2014 2015 Data'Source:Public records and proprietary data;listing data from on-and off-market listings sources Update Frequency:Valuations are updated twice monthly;actions on the home,such as listing activity or distressed property notices,are updated daily as made available from public records sources �� Capyrlght 2015 Realtors Property RDwurceeLi.C.All RghtsPeserved, /\ 1123/2015 Information isnot guaranteed.Equal Housing Opportunity. L_[ 8 of 20 /AnA - Property Report 15 Robin DR,Carlisle,PA 17015 COMI.PEAK MUMMIT'MC. I Estimated Home Values 11174 if I Iz i :k P, 7 UMIMMM ,$100k S450k 320m This map layer shows the aNerage estimated home\alues,based on the AVMs and RVMs(D for properties in an area.Source(s):Public records and MLS data Moe licensed;updated Quarterly. 12-Month Change in Estimated Value ;4, 9 -,Ste..I t 74! 'j" ',7 1 k e ti 4dinh; This map layer shows the change in estimated home\dues ow the past 12 months,based on the AVMs and R\/Ms@)for properties in an area.Source(s):Public records and MLS data wtwe licensed;updated Quarterly. Copyright 2015 Pealtors PoDperty%souroaSLILC=Pewrv�J. 1/23/2015 -:0 RPfR nformation is not guarardeed.Equaf FbO nq nity. 9 of 20 IAYALProperty Report 15 Robin DR,Carlisle,PA 17015 CIRMAI Penn MUM-tlilr,IO'. I Estimated Value per Square Foot Oil— t RO•0vfy 0111, (41 j. nv, N /j iCS 114 ,:ck 4, Cht rLfl, 11 CJV4, 17-7117-1 <$25 $200 >$t•000 This map layer shows average estimated value per square foot of homes,based on the AVMs and RVMs(@ for properties in an area.Source(s):Public records and MLS data where licensed;updated Quarterly, Flood Zone This property Is in Flood Zone:X(unshaded),Low Risk Area of moderate flood hazard,usually the area between the limits of the 100-year and 50D-year floods.B Zones are also used to designate base floodplains of lesser hazards,such as areas protected by lewes from 100-year flood,or shallow flooding areas with awrage depths of less than one foot or drainage areas less than I square mile. 4 f,fT-4 tl 104 jLrC X411 Ruxt„ry :41 LIP b-liq Low Risk High R,sk. Coastal This map layer sham an area's good zone designation as determined by the Federal Emergency Management Agency(FEMA).A high-risk area has a I percent or greater annual chance of flooding and a 26 percent chance of flooding oxer the life of a 30-year mortgage.Hgh--dsk areas are red or orange.The coast areas,sham in purple,are also considered high risk.Green areas are low to moderate risk.A moderate-risk area is between risk limits of a 100-year and 500-year flood.White areas are undetermined,and all other areas are considered no or low risk. For more details on the categories of flood risk,see http://support.narrpr.corrUent6es/319901-Wiat-is4i�-- flood-zore-heat-map.Source(s):FEMA;updated Annually. Q)pydpht2Ol5ReaitofsPtopedyf�amumeVLLC.All RghtsRmrved. do—"% 1/23/20`15 0�15 f?PfR nforrnation is not guaranteed.Equal Houdng Opportunity. 1-1 10 of 20 ALL Property Report 15 Robin DR,Carlisle,PA 17015 CORT&At PEDfl MUM-UfT,foo. Neighborhood: Housing Stats and Charts 17015 Cumberiand County Pennsylvania Median Estimated Nome Value $194K $174K $150K Estimated Nome Value 12-Month Change 1.6°!0 0.1% 0.7% Median Ust Price $209K $180K $160K Ust Price 14Vlonth Change -6°!0 -2.7% -0.1% List Price 12-Month Change 17.80!6 - 3.8°!° Median Home Age 34 45 59 Own 83% 7211/0 70% Rent 17% 28% 30% Vacancy 0.23!0 1.19!0 - $Value of All Buildings for which Permits Were Issued - $128M $3298 %Change in Permits for All Buildings -3l0 - ° 10% %Change in$Value for Al Buildings - 8°!0 70!6 Median Estimated Home $300K�..............................................._„,..........,.:.,.......,,: :..,,, .,_....,,................-,................ ..:,..,,..,.... Value vs.Median Listing Price This chart compares a 23P code's $225K--, ,.., median estimated home value with its �.,..... median listing price.Estimated home values are generated by a valuation model and are not formal appraisals. $150K .......... ....... ...:.............:........m,.,..,.....,.,,..., ...,,.....<._..,..,.,.,.,.....,... ,,....,._, >....,,,.......<._ ;...., Data Source:Public records data;listing price data from on-and off-market listings sources Update Frequency:Monthly $75K............ T. . C tvbdian Estimated Value Wdlan List Price ,Ian Jul Jan Jul Jan Jul .Tan '12 '12 '13 '13 '14 '14 15 copyright 2015 PealtorsProperty t-sourcaOLMC.Ati t1ghtsFesarved. 12t 1123/2015 1��R Information isnot guaranteed.Equal Housing Oppo tunity. 7—r 11 of 20 Property Report 15 Robin DR,Carlisle,PA 17015 cEnrnat.rano mu>,n•usr,tnc. Median Sales Price vs.Sales Media?) sales Price Volume $30OK -- , This chart compares the price trend and S225K. , sales volume for homes in an area. �150K. me prices typically fellow sales volume,with a time lag,since sales $75K. . _. .. ..........., .. .. ........ .... ...... ..__,..... _.. . activity is the driver behind price movements. $0..... . .. ..... Data Source:Public records data Jan Jul Jan Jul J all Jul Jan Update Frequency:Monthly 12 12 13 13 14 '14 115 Median Sales Price Salt's Voll1mg SalesVolume 40. .............,. . .,.,.........,. , . .. ,......... .,,. ..............:......... 30......._ .. .. _.,. ... -_ . ., _. 20. .... .. . . ...... 10 Jan Jul Jan Jul Jan Jul Jan '12 '12 '13 '13 '14 '14 '15 Median Listing Price vs. hlydian List Nice ListingVolume $300K •... .. ......... . .,.. ., ........ . ..,.. ..........----,. ....... . ..... ... This chart compares the listing price and $225K _,. .. .. listing vdume for homes in an area. $150K ............. .... ... .....,..,..... ... _,_.... . . . ..,. Listing prices often follow listing vdume, with a time lag,because supply can $75K........ ........ ._....... ..... _. ,,.. ..... .... . ... .._... ....-. .. ..._.:.,....,..... drive pace movements. Data Source:On.and off-market listings Jan Jul Jan Jul Jan Jul Jan sources Update Frequency:Monthly 12 12 13 13 14 14 15 ® kledian List Price L.iStia g t�vttlmf Listing Volume 300 ,.. ..,., . . . . . . _.. ... 225- 150, 75- Jan 5<•Jan Jul Jan Jul Jan Jill Jan '12 '12 '13 '13 '14 '14 '15 Listing Inventory Single Family Residence r: This chart shows the number of active FarmlRanchi 3 listings in a ZIP code. P.lobile/Manufactured= Data Source:C)n-and off-market listings sources Lot;/Land Update Frequency:Daily Other i ®OP Count Listings byPrapertyType RPR Copyright 2015 Realtors Property R�murce®LLGAll RghtsReserved. �'y, _— � 1/23/2015 Information isnot guaranteed.Equal Housing Opportunity. I-1 12 of 20 ALProperty Report 15 Robin DR,Carlisle,PA 17015 cEnxnaa Penn MATr•usr,ma. Inventory of Distressed short Sale Properties pre-Foreclosure '5 This chart shows the count of distressed Foreclosure properties in a ZIP code. Data Source:Public records and MLS data where licensed Update Frequency:Daily 13 Inwritoryof Distressed Properties Median Sales Price by Square This House Footage 1,232 sq.ft."'$133,230 This chart shows the median price of Comp homes reported sold in the past six months,according to the size of the 2,000-2,200 sq.ft. INng space,in the area of your search. 1,200-1,400 sq.ft, The amount shown for the subject property is sold data where available,or 1,000 -1,200 sq. ft. 9 r rp, the property's estimated velue when " sales data are una%ailable(such as a non-disclosure state)or provided in range format. Data Source:Public records and MLS data where licensed Update Frequency:Monthly This Nouse Q Comps Price per Bedroom of Homes E his House Sold $44K 1 'This chart shows the distribution of Com,,s homes reported sold in the past six months at different prices per bedroom $boK-$701< O� in the area of your search.The amount shown for the subject property is sold $50K-$bOK s0 data where awailable,or the property's <$50KIP estimated value when sales data are unmailable(such as a nondisclosure state)or provided in range format. Data Source:Public records and MLS data where licensed Update Frequency:Monthly This House [] Comps tp 1/23/2015 4v � �p 9famat Realtors roppertyRaEuumeO�GAll RghtsPpserved. /h� 9 4 g Opportunity. 7=J 13 of 20 IYALProperty Report 15 Robin DR,Carlisle,PA 17015 ef"TRI14POIn Mum-usy,Inc. I Price per Square Foot of This House Homes Sold los 1 This chart shows the distdbution of homes reported sold in the past six months at different prices per square $120-$135 foot in the area of your search. $105-$1201JEM ------- Data Source:Public records data Update Frequency:Monthly < $90 This House Comps Price Range of Homes Sold This House This chart shows the distribution of $133K i homes reported sold in the past six Com," months within different price ranges in the area of your search.The amount < $175K sham for the subject property is sold data wtiere"ilable,or the property's estimated udue when sales data are unaxeilable(such as a non-disclosure state)or provided in range format. Data Source:Public records data Update Frequency:Monthly This HOLISe El comps Age Range of Homes Sold This House This chart sham the distribution of 43 yrs I homes reported sold in the past six 0,n',P s' months of different age ranges in the area of your search. > 50 yrs OEM= Data Source:Public records data 45 -50 yrs Update Frequency:Monthly 30-35 yrs i' This House M comps Size of Homes Sold > 2400 sq.I'L 777-�,,77-,TIA IM This chart shows the distribution of 2200-2400 sqft. homes reported sold in the post six months of different sizes in the area of 2000 -2200 sq.ft. your search. 1800'^2000 sq.ft. 77-77,77,77 Data Source:Public records data 16 0 0-1800 s q.ft. Update Frequency:Monthly 0 Sales Count By LiA ng Area 1400-1600 sq t vljb-���0'�"' 1200-1.4400 1400 sq.ft, 1200 sq.ft..W10"17�1;-L"I"'I"`11,1,11�;41�'.L� Copyriph,2015 R-altorsProperty PesouroeOLLQ All H Pegamd. --01% 1/23/2015 RPR nromvion is not guardnteed.Equal Housi ng OpAnity. 151 14 of 20 1AYAL. Property Report 15 Robin DR,Carlisle,PA 17015 COMM PENN mUMMIT,IUC. Number of Bedrooms in 6§ 1 Homes Sold s1 t This chart shows the distribution of 4 homes reported sold in the past six months,according to the number of 3 bedrooms,in the area of your search. Data Source:Public records data Z Update Frequency:Monthly 1 1 Sales Count by Bedroom w s #� ospopht2ol5tzaltorsPmpertyF�ucc�LLCAIRghtsf�sarved. 1123!2015 '� Rm Information isnot guaranteed.Equal Housing oppo tunity. 15 of 20 AYAL. Property Report 15 Robin DR,Carlisle,PA 17015 CIRTRpi P9nn mulrwar,Inc. I Neighborhood: People Stats and Charts 17015 CumberldanCounty Pennsylvania _. ... ........ ........ .... .. Population 21.9K 235K 127M ... ,. .. .Population Density per Sq Mi 209 431 ......2�.. ..... . ........ .. .... .... .. Population Change since 2000 7.1% 10. . . .... .1% 3.4% Median Age 45 41 11 40 49/0........ ..49/0... ...... ....... ... .. Male/Female Ratio o........ . ., o... .. ... ...... ...... ..... ..... ...... .. .... ..... .... 49% .. . ........ High School Graduate 40% ..... .. 35% 37% 2-Year Degree 24/0 22% 24% o _.. Bachelor Degree _. ........ .. .. .. ....... 17% 20% 17% ost-graduate Degree 11% 12% 10% Population of Children by Toddlers lu Age Group Elementary School This chart shows the distribution of the Middle School population of children by age range LZ — from birth to 17—in the area of your High School search. Data Source:U.S.Census Update Frequency:Annually ■ 17015 Population of Adults by Age r 8-20 Group 21.-24 This chart shows the distribution of the 25-34 Population of adults by age range— from 18 to 75-plus—in the area of your 35-54 search. Data Source:U.S. Census 55-64 Update Frequency:Annually 65-74 1 N 17015 75 or Older . Households With Children Married with Children This chart shows the distribution of Married without Children households with children,categorized by g Sin 1e with Children marital status,in the area of your search. Data Source:U.S.Census Update Frequency:Annually ■ 17015 �}RP Copyriht 2015 Reaitors Property ResDuroe@LLG All RghlsF"rved. 4 ^�`--^ — 1/23/2015 Information isnot guaranteed.Equal Fbusng Opportunity: � 16 of 20 Property Report 15 Robin DR,Carlisle,PA 17015 ClEn"ALPenn MUITI-111T,the. Household Income Brackets >$150K This chart shows annual household $125K-$150K inoorne levels,within an area. Data Source:U.S.Census $I00K-$125K Update Frequency:Annually $75K-$I00K 017015 $50K-$75K $35K-$50K $25K-$35K <$25K Presidential Voting Pattern Votes Dernocra -lix This chart sham how residents of a Votes Republican county voted in the 2012 presidential election. Data Source:USElectionAtias.org Update Frequency:Annually *>RfDR' Copyrilghl 2015 Realtors Property RasoumeOLLC A) Peserved do—*% 1/2312015 "f. ",A 1�j miation isnot guaranteed,Equal Fbudng Op nity, 17 of 20 AVALProperty Report 15 Robin DR,Carlisle,PA 17015 CkOTROK PEOO MUM-UST,EOC. Neighborhood: Economic Stats and Charts 17015 Cumberland County Pennsylvania Income Per Capita $31,499 $31,350 $28,190 Median Household Income $63,004 $60,883 $52,267 Unemployment Rate — 3.6% 4.6% Unemployment Number — 4.46K 291K Employment Number — 119K 6.07M Labor Force Number — 124K 6.37M Unemployment Rate 10.0%. 1.. ....... This chart shows the unemployment 8 0°ro trend in the area of your search.The unemployment rate is an important dd\er behind the housing market. 6.0% ....... .... ....... .... ... Data Source:Bureau of Labor Statistics Update Frequency:Monthly 4.0% ......,...,. a.......... .........................r ..... ............. . , Cumberland County goo ,......... .. ...... ...................... ...... ...<.....,..n„.....>,. _. ..<. ..„., ,..,. ....,.. , Pennsylvania Jul Jan Jul Jan Jul Jan `12 '13 '13 '14 '14 '15 Gt Copynght20E5RealtorsRopertyResouroeOLl_C.NIORgtrtsprsmed. /\ 112312015 In 0.1tion is not guaranteed.Equal Housing Opportunity. 18 of 20 lam& I Property Report 15 Robin DR,Carlisle,PA'17015 COTRat AEnn MULT1•uST,tno. Occupational Categories Health Care and Social Assistance 'ibis chart sham categories of Retail Trade r employment within an area. Manufacturing Data Source:U.S.Census Update Frequency:Annually Education r. ■ 17015 Transportation and Warehousing Construction Professional,Scientific andTechnical !®� Public Administration other��� Accommodation and Food Finance and Insurance�� Administrative Support and Waste Management Wholesale Trade Agriculture, Forestry,Fishing and Hunting= Arts,Entertainment and Recreation= Information= Real Estate,Rental and Leasing= Utilitiesm 8o Mining,45 BusinessManaoementl 16 Copydght *>f fl#, 2015 Realtors Property t�uroeVe t_LC All RghtsPasarved. 1!2312015 Intormation isnot guaranteed.Equal 1-busing Opportunity. 19 of 20 IAYALProperty Report 15 Robin DR,Carlisle,PA 17015 cenreat Penn mutzr-un,mo. Neighborhood: Quality of Life Stats and Charts Quality of Life in 17015 17015 Cumberland County Pennsylvania Sevation(n feet) 701 731 — Annual Rainfall(in inches) 35.51 37.93 41.91 Annual Snowfall(in inches) 30.05 31.57 45.58 Annual Sunny Days 83 83 73 Avg Travel Time to Work(in minutes) — 21 26 Water Quality-Health Violations — 0 — Water Quality-Monitoring and Report Violations — 28.51 — Superfund Sites 0 1 125 Brownfield Sites No No Yes Average Commute Time <:15 Minutesw. This chart shows average commute 15-30 Minutes r times to work,in minutes,by percentage of an area's population. 30-4.5 Minutes Data Source:U.S.Census 45-60 Minutes Update Frequency:Annually >1 Hour ■ 17015 How People Get to Work Drove.Alone/Carpool/Motorcycle This chart shows the types of Work at Home transportation that residents of the area Walks 149 you searched use for their commute. Data Source:U.S.Census Public Transit) 35 Update Frequency:Annually Bicycle 0 Average Monthly Avg.January Min.Tempe■■ Temperature Avg,January Max.Temp This chart shows a-,erage temperatures Avg,July Min.Temp in the area you searched. Data Source:NOAA Avo.July Max.Temp IL Update Frequency:Annually * RPR' Copyright2016RealtorsF§opety ume@LLC RtI RghtsResenred. 112312015 Irrforrnation is not guaranteed.Equal Fbung gpportunity. 20 of 20 yAso _ Curb Appeal Are you interested in putting your home on the market, but wonder what repairs and touch ups to do?And then there's bankrolling the work, not to mention sacrificing weekends to get it done. Slow down. Get a grip. There are some no cost/low cost ways to get your home in showing shape and help you put your best foot, er... house, forward to prospective buyers. When real estate agents and buyers refer to curb appeal, x it means the initial impact the home makes when the buy- er first views it.Visualize a buyer driving up to your curb. � What would he see? Landscaping in need of work? A fence in need of paint? If the outside of the house is in shambles, a buyer may not be motivated to get out of the car and come inside! So what things are important to fix-up and replace before you sell? Let's cover them as the buyer sees them, from the outside, in. Walk across the street from your home and pretend you're a buyer,viewing the home for the first time. From the parking area, glance around the front yard. Note hedges and trees that need to be trimmed.Are they cut back away from the front door, the windows, and the porch area? This is not only for aesthetics but for safety reasons as well (a big priority with buyers today.)A safe home is one that has a clear view of the parking area and walk ways, free of obstructions and overgrown foliage. What about paint trim near the front door and on the eaves? Could it use a new coat? Make sure your front door is in good repair, too - including the screen door, if applicable. Buyers' impressions as they enter the home set the stage for the rest of the showing. Let's go inside the house. The cardinal rule before putting your home on the market is making sure it's clean. In a competitive sales market,why would an eager buyer waste time viewing a house that needed elbow grease?And a less than Spic and span house could also signal that other maintenance in the house hasn't been kept up - like plumbing that leaks and furnace systems in need of cleaning or repair. Don't forget that a house that doesn't show well will often take longer to sell, costing you money in the long run. Gloria J.Minnich,ABR,C SP Office:717-591-5555 Office Fax:717-591-7273 Cellular:717-579-2311 Email:giminnich@comcast.nct F&/,A4n& Each Officc Independently Owned and Operated. 1,woi 17 20 Tips For Selling Your Home 'As a homeowner,you can play an important part in '. the timely sale of your property.When you take the following steps,you'll help your RE/MAX Sales Agent sell your home faster, at the best possible price. 1. Mahe the Most of-that First Impression-A well-manicured lawn,neatly trimmed shrubs and a clutter-free porch welcome prospects.So does a freshly painted,or at least freshly scrubbed,front door.If it's autumn,rake the leaves. If it's winter,shovel the walkways.The fewer obstacles between prospects and the true appeal of your home,the better. 2. Invest a Iew I lours Im Futtue Divicicnds-Here's your chance to clean up in real estate.Clean up in the living room,the bathroom,the kitchen.Ifyour SOLD woodwork is scuffed or the paint is fading,consider some minor redecoration. Fresh wallpaper adds charm and value to your property.Prospects would rather wi see how great your home really looks than hear how great it could look,"with a»w a little work." Of safe 3. Check faucets and Bulbs-Dripping water rattles the nerves,discolors sinks 7 11RCC4iii and suggests faulty or worn-out plumbing.Burned out bulbs leave prospects in the dark.Don't let little problems detract from what's right with your home. 4. Don't Shut Out a Sale-Ifcabinets or closet doors stick in your home,you 14. "Think U>lunic-Rock-and-roll will never die. can be sure they will also stick in a prospect's mind.Don't try to explain away But it might kill a real estate transaction.When sticky situations when you can easily plane them away.A little effort on your it's time to show your home,it's time to turn down part can smooth the way toward a closing. the stereo or TV. 5. 'Think Safity-Homeowners learn to live with all kinds ofself-set booby traps: 15. Relax-Be friendly,but don't try to force con- roller skates on the stairs,festooned extension cords,slippery throw rugs and versation.Prospects want to view your home low hanging overhead lights.Make your residence as non-perilous as possible with a minimum ofdistraction. for uninitiated visitors. 16. Don't;lpoknztic-No matter how humble 6. Make Roorn for Spacc-Remember,potential buyers are looking for more your abode,never apologize for its short- thanjust comfortable living space.They're looking for storage space,too.Make comings.If a prospect volunteers a derogatory sure your attic and basement are clean and free of unnecessary items. comment about your home's appearance, 7. Comicicr Your Closets-The better organized a closet,the larger it appears. let your experienced RF/MAX Agent handle Now's the time to box up those unwanted clothes and donate them to charity. the situation. 8. Make'y''Ur Bathroom,Sparkle-Bathrooms sell homes,so let them shine. 17. Keep a Low Profile-Nobody knows your Check and repair damaged or unsightly caulking in the tubs and showers.For home as well as you do.But RF,/MAX Sales added allure,display your best towels,mats and shower curtains. Agents know buyers-what they need and 9. Creacc I I Cal"rl Iledruoms-Wake up prospects to the cozy comforts ofyour what they want_Your RF/MAX Agent will bedrooms.For a spacious look,get rid of excess furniture.Colorful bedspreads have an easter time articulating the virtues and fresh curtains are a must. of your home if you stay in the background. 10. Open up in the Daytime-Let the sun shine in!Pull back your curtains and 18. I:)o1A,I6rn Your I Ionic into a Second-I land drapes so prospects can see how bright and cheery your home is. Store-When prospects come to view your home, don't distract them with offers to sell those 11. [.,i hre n up at.Nigrht-Turn on the excitement by turning on all your lights, furnishings you no longer need.You may lose both inside and outside,when showing your home in the evening.Lights add the biggest sale of all. color and warmth,and make prospects feel welcome. 12. Avoid Crowd Scenes-Potential buyers often feel like intruders when they 19. 130'el to Experience-When prospects want to talk price,terms, other real estate enter a home filled with people.Rather than giving your house the attention it deserves,they're likely to hurry through.Keep the company present to a matters,let them speak to an expert-your RF/MAX Sales Agent. minimum. 13. Watch Yrnn Pct,-Dogs and cats are great companions,but not when 20. I felp Your A ent-Your RE/MAX Agent you're showing your home.Pets have a talent for getting underfoot.So do will have an easter time selling your home if everybody a favor:Keep Kitty and Spot outside,or at least out of the way. showings are scheduled through his or her office. You'll appreciate the results! Gloria J.Minnich,ABR,CSP Office:717-591-5555 Office Fax:717-591-7273 O Cellular:717-579-2311 Ernail:gjminnich@comcast.net Each Office Independently Owned and Operated. NONE— Why Use a REALTOR°? When you're looking for help buying or selling property, it's important to remember that the terms "real estate agent" and "REALTOR®" are not SOLD synonymous. REALTORS®can provide an extra level of service, and to be a REALTOR®you must be a member of the National Association of REALTORS®. ►r`- or The equivalent organization in.Canada is the IC�lr1�7A Canadian Real Estate Association. Both are non-profit LIT trade organizations that promote real estate Real Es ' information, education and professional standards. The National Association of REALTORS® also has earned a strong reputation for actively championing private property rights and working to make home ownership affordable and accessible. Code of Ethics NAR and CREA members adhere to a strict code of ethics founded on the principle of providing fair and honest service to all consumers. REALTOR'business practices are monitored at local board levels.Arbitration and disciplinary systems are in place to address complaints from the public or board members. This local oversight keeps REALTORS® directly accountable to the individual consumers they serve. Real estate licensees who are not REALTORS,work solely under state/provincial licensing regulations. RE/MAX REALTORS RE/MAX real estate agents are required to be REALTORS® as a condition of membership in the RE/MAX organization.As a percentage of membership, RE/MAX agents hold more REALTOR® professional designations compared to any other national or international company. The various designations are a symbol of achieving and maintaining advanced levels of education in real estate sales and marketing. Look for the REALTOR® or"R" logo when shopping for real estate assistance, for assurance of ethical standards and commitment to the community. Link a RE/MAX agent to that"R" for additional assurance of experience, productivity and advanced education. Gloria J.Minnich,ABR,CSP Office:717-591-5555 Office Fax:717-591-7273 O Cellular:717-579-2311 Email:gjminnich@comcast.net Each Office Independently Owned and Operated. I* Ur ,® Working With Your Real Estate Agent Selecting the right real estate agent to help you buy or sell your home is essential to a smooth transaction.For the best possible experience,you should consider a professional's background,personality and responsiveness. Here are some tips to help you choose and work with your real estate agent. How to 'choose a real estate agent 1. Consumers who do their homework can save thousands of dollars and experience a smooth transition.So don't waste time and resources—decide what's most important to you,and then find a professional who specializes in that area.A RE/MAX agent can help you no matter what your needs are. 2.Ask friends and family members for referrals. Someone you know and trust may have a RE/MAX agent in mind to help you meet your real estate goals. 3. If you've already determined where you'd like to live,drive through neighborhoods in the area and survey them for REALTOR®yard signs.Seeing the same name pop up on signs time after time may indicate that the agent is a specialist in the area. If you're thinking about selling,monitor the signs in your own neighborhood. 4.Moving far away?On remax.com,you can connect with a RE/MAX agent around the world who can offer great expertise and service.Consider services they offer,additional certifications,any specialties,and languages they speak.You'll find the right professional to meet your real estate needs no matter where your home search takes you. 5.Pay attention to credentials.This will help you determine areas of expertise.You may be interested in these designations: ABR(Accredited Buyer Representative),CDPE(Certified Distressed Property Expert),LHMS (Certified Luxury Home Marketing Specialist), CRS (Certified Residential Specialist)and SRES (Seniors Real.Estate Specialist).There are dozens of designations pursued for continuing education,so identify one or more that fit your needs. What to ask in the interview 1.If selling,ask the real estate agent how he or she would establish a listing price.Request a Comparative Market Analysis, also called a CMA,which shows the market value of similar homes in the area that are for sale or have recently sold. 2.Ask the agent how he or she would market your property.Understand that some agents may prefer to first tour your home and then put together a customized marketing plan to present at a later meeting.But if he or she can't suggest a strategy when asked,you might consider interviewing other candidates. 3.Ask the agent how often you should expect to hear from him or her.Know how and when you will communicate to avoid unrealistic expectations. 4.Ask how long the agent has been licensed and how many buyers and sellers he or she has helped. 5.Ask about designations.Interest in continuing education is a strong indicator of motivation and professionalism. 6.Pay attention to the agent's listening skills.Does he or she cut you off before you've finished a sentence?There's nothing worse than looking at houses you have no interest in because the real estate agent has not listened carefully to your needs, or having your home on the market too long because it's priced incorrectly and the wrong buyers are being targeted. Gloria J.Minnich,ABR,C SP Office:717 Office Fax:717-591-7273 Cellular:717-579-2311 Email:gjminnich@comcast.net Each Office Independently Owned and Operated. R F/,M K mx -- -a Working With Your Real Estate Agent continued 7.Aski the agent what his or her fee structure is.Does he or she require a percentage of the sales price or work for a flat fee?Will.the agent be paid another way? 8.If you are unsatisfied with a prospect's plans or personality,thank him or her for taking the time to meet with you and repeat the process with another real estate agent.It can be time-consuming,but it's worthwhile. Once you've found the right real estate agent to represent you,hold up your end of the relationship.There are simple things you can do to help your real estate agent get you the best deal. How to work with your real estate agent 1. If you are selling,create an information sheet that lists your home's features and best qualities,especially those that others might overlook.Your agent may be able to use the information when marketing your home. 2.Wlien selling,talk to the real estate agent about cosmetic improvements.Your home may need fresh paint or new carpet. 3.If selling,keep it clean.Eliminate cobwebs and dust.Keep the bathroom counters and mirrors wiped down.Vacuum and sweep daily. 4.If buying,be clear about what you want.Make a list of your priorities numbered 1 through 10.You can always revise the list,but give your agent something concrete so that he or she can research available listings more efficiently. Food for thought 1. Hiring a REALTOR®will give you a strong advantage.Although many practitioners work part-time,RE/MAX Agents are full-time professionals who provide their complete attention and expertise. 2.Your real estate agent is an authority you hire to help you make the right decisions,but you have the final word. 3.Your residence is likely to be the biggest single investment you'll ever make.Buy and sell wisely. 4.Office environment can say a lot about a businessperson.Is it clean and organized?Do the office hours make it easily accessible?Are staff members pleasant and helpful? 5.Remember that home values fluctuate with the economy. Gloria J.Minnich,ABR,C SP Office:717-591-5555 Office Fax:717-591-7273 Cellular:717-579-2311 Email:giminnich@comcast.net Each Office Independently Owned and Operated. Vm 54 a c7• .� •' f RE/N AX vs. the Industry RE/MAX is #1 in U.S. market share. Nobody sells more real estate than RE/MAX. U.S.BRAND U.S.NATIONAL OFFICES AGENTS WORLDWIDE .• . SI ES' RriiMP�C • • . , , , ; 93,228 725,058 16.0% 29.5% 41 3,100 84,900 KUM % 644,297 4.2% 1.0% 7. 700 94,906 riury.. 410,543 20.9% 14.4% 61 7,100 103,800 ONE 118,160 1.6% 0.0% 32 2,300 31,200 E tRIA Sotheby's 78,841 0.7% 11.8% 41 700 14,500 B HYms 55,712 0.7%° 1.6% 2 260 8,400 Weichert;• Not 1.5% 0.1% 1 370 14,000 Reaftorsreleased Not released 0.4% 0.2% 1 360 7,800 M5' Not BERKSHIRE HATHWAY released 0.1% 0.0% 1 330 14,000 11unw9enW V2014 RE/MAX,I.I.C.Each office mdeoendent:y owned and operated.Oate is full-year or as of yeae nd 2013,as applicable.Except as noted.COldwell Banker,Century 21,ERA. ►1 Sotheby:and Better Homes and Gardens data is as reported by Realogy Corporation on SEC 10-K,Annt til Rupert for 2013;Keller VAlllanls.wmcherl.Real Llvmg and Berkshire Hathaway HomeSerAcos data is from comoany wobs.tes and industry reports.'RE/MAX residential transaction sites may include some leases,estimated to be Iess than 1%,Kellar Wdliarn5 rnlMrj,as transarngrt-In.,and does not 11-1-11.5.—id_ia'fmns.lr.Hons.-MMR 5t•ategy C-m,<tudv of unaided awareness.'l)S. national media ad annnd.as a U� percentage of spend of all national real estate franchises.as reported by Nielsen Ad Views.Others:9.7%.`Based on lists of courtr�es claimed at each franchisor's website.excluding 'I.1 (I lout luny tlxst aro nut ind.m ienl cuunules(e.g.lerrnudie, tc.).140331 TRANSACTION SIDES: AVERAGE PER AGENT RE/MAX agents averaged 17.8,compared to 8.4 sides for all competitors. • moi] SOLD QRealty Executives 11,3 (SOLD( competitor ERA 9.8 Prudential 9.5 Coldwell Banker/ 91 SALES VOLUME: N RT AVERAGE PER AGENT T1 RE/MAX agents averaged 60%more than � > p . Century 21 8,4 the average for all competitors. Berkshire HHS 7.9 � •r �� Keller Williams 17.2 ; LS/CUllZL9Si�.W�Ji'.i�� • •' A7 Sotheby's 1 6 g Competitors` ,. -•• * million Better Homes 6.6 &Gardens TOP 100 BROKERAGES: WHEN RANKED BY MOST TRANSACTION SIDES PER AGENT RE/PAX *Rankings calculated by RE/MAX based on 2014 REAL Trends 500 data,citing 2013 transaction sides Q0. Coldwell Banker-2 for the 1,451 largest participating Century 21-2 U.S.brokerages.Prudential,Berkshire of the top 100 and Real Living do not include brokerages ., ' HomeServices of America.02014 "rr re •.•.•••••••Non-Franchise-4 RE/MAX,LLC.All rights reserved. Each RE/MAX office is independently owned and operated. 140429 y YSI +�',�y +z di � r S S �r r /f7 x++F '�� ,"y�tY"':e.��, � �q�.1M��N��C"3t'My+S`.�,�y"• �aGp�'�t�f y�'.+.��t�.,,��:h,. �.. 6� 'p�K + '• ) �i t"•Rh�I'CQ�M1k�,t a�Lyy�"y'N� ! ",3��'!N��-��W i'^! •'je' �xµ•r�S'Tb'•'7d Y.: i r, G 4 j'K� `l�..�"a�'° •r"i! 7 f M5 '3°�r ''� � f �"Y'i +: /' i i x S,yN{ y •a Y ��., tf if 3.'�' ��'i=,eY" t� i«>ry+ w nx � W Ott w 11. .1 g. k� 4 •• r } �y� t i it K (�-y r ' ' d r .• t �6r�� w .j� �'h •y7l rf �yh q `a'9` .� try�j� i'�31�4 � � r:�5r i t; � r `f�r �•r f,�Yrl�'�ih,�•�,,,=�a rw = ,�, .,��� �,h .'�p4' i e TOP 100 BROKERAGES: WHEN RANKED BV MOST 4, TRANSACTION SIDES PER AGENT bj �F3r .t %&V&lag @ Q& • • 0O ME/MAX of the top 100 brokerages Coldwell Banker-2 ...........Century 21-2 i ..................ERA-1 .........................•Non-Franchise-4 *Rankings calculated by RE/MAX basad on 2014 REAL Trends 500 data,citing 2013 transaction sides for the 1,451 largest participating U.S.brokerages.Q 2014 RE/MAX,LLC.All rights reserved. Each RE/MAX office is independently owned and operated. 140429 ;.... WORLD WIDE AGENT ; 54,491 93,228 COUNT t TOTAL TOTAL 2,688 41220 NET CAIN NET GAIN 0 5.19 % 4.74 D� INCREASE INCREASE l n �_. REVIEW OFFICE couNT 3,360 6,481 TOTAL TOTAL FRANCHISE i SALES 220 710 (Aoar•5� 1 r� � *�yy�����• •. m y TOTAL TOTAL ' ��ta17/l►tG,Tw7 U.UIitL'JJt�I l —_ - --- �. • AGENT 15.7 12.9 EXPERIENCE AVERAGE YEARS AVERAGE YEARS IN REAL ESTATE IN REAL ESTATE . . . . AVERAGE YEARS AVERAGE YEARS •• • • • • WITH RE/MAX WITH RE/MAX ° RESIDENTIAL. TRANSACTION 907,785 1.41 M SI0E52 � TOTAL TOTAL 17.1 15.5 AVERAGE PER AGENT AVERAGE PER AGENT COMMERCIAL TRANSACTION 121138 23,585 ALL FIGURES ARE FULL YEAR OR AS OF SIDES TOTAL TOTAL YEAR-END 2013,AS APPLICABLE. , Includes regional sates. 'Residential _ ` - transaction sides may include some �� leases,estimated to be less than 1%. 'Among full-year agents. COMMISSION53 I $108,955 $103,020 42014 RE/MAX,LLC Each office is independently owned and operated. AVERAGE PER AGENT AVERAGE PER AGENT 140353 Why Choose RE/MAX.? The real estate network that has the most competitive advantages to offer homebuyers and sellers will be an industry leader. RE/MAX is that leader. Thanks to its global network and stellar reputation, it's no wonder people turn to RE/NM when they embark on the homebuying or selling process. When you look for the highest quality real estate service, look to,a RE/MAX Agent. Nobody in the world sells more real estate than RE/NIAX. ■ More than 40 Years "Above the Crowd'"" RE/MLI�X—now an established industry leader-celebrated its 40th anniversary in 2013 and looks ahead to even greater real estate achievements in the years to come.Whether you're in the homebuying process or looking to sell,choose a RE/MAX Agent.When you choose a RE/MAX Agent,you'll have a real estate agent for life. ■ The Sign. That Brings You Home" The red-over-white-over-blue RE/MAX yard sign and your RE/MAX agent lead you to properties in areas in which you'll want to live and work. If you want to sell your property,the RE/MAX yard sign attracts those in the homebuying process. Nobody sells more real estate than RE/MAX. ■ Advertising Extensive advertising by individual RE/MAX agents, combined with national television advertising and broad Internet exposure, inspires buyers and sellers to seek out RE/MAX Agents.When you list your home with a RE/MAX agent, it will receive wide exposure. ■ The RE/MAX Balloon Logo The red,white and blue RE/MAX Balloon,with its"Above the Crowd"' slogan, is one of the most recognizable business logos in the world. RE/MAX boasts a global fleet of more than 100 Hot Air Balloons, that make thousands of appearances each year. Gloria J.Minnich,ABR,CSP Office:717-591-5555 Office Fax:717-591-7273 Cellular:717-579-2311 Email:gjminnich@comcast.net Each Office Independently Owned and Operated. -Ago Ti m The Hometown Experts with a World of Experience' International Regions Wondering where can you find millions of property listings around the world in one place?You've come to the right place. The RE/MAX property listings search connects you to our international regions around the globe,where you can find the right house in just minutes. It's no wonder that nobody in the world sells more real estate than RE/MAX. With a few clicks of your mouse,you'll be transported to island getaways,European villas,Aussie lofts and much more using this comprehensive property listings map.As you can see, RE/MAX is truly a global network,with a presence in more than 90 countries on six continents.Your property listings search on remax.com makes the home search process easier than ever. RE/MAX Around the World The colored areas on this map represent regions where.RE/MAX does business.You never know where your next buyer might come from. IMM, .F f " io UA Gloria J.Minnich,ABR,CSP Office:717-591-5555 Office Fax:717-591-7273 Q Cellular:717-579-2311 Email:gjminnich@comcast.net Each Office,Independently Owned and Operated. J In Conclusion When y' ou-choose Gloria J. Minnich you will receive: ■ Excellent service and support. ■ A market analysis of your home. ■ A winning marketing plan. Every effort to sell your home promptly. ■ The resources of RE/MAX 1st Advantage. List Your Home Now with Gloria J. Minnich! Iry 13s r Gloria J.Minnich,ABR,CSP Office:717-591-5555 WR Office Fax:717-591-7273 Cellular:717-579-2311 Email:gjminnich@comcast.net RF/,jM Each Oflicc Independently Owncd and Operated. Inventory Report Active Inventory Print Date: 02/06/2015 Bonds: File P icing Date: 12/2014 Issue Next Interest Final Maturity No. Series Denom I Serial Number Date Price Interest Value Rate Yield Date Date Note 1 1 EE 1 $501 L546509827 04/1996 $25.00 $25.58 $50.58 1.34% 3.85% 04/2015 04/2026 Invento Totals: Bonds Price Interest Value 1 $25.001 $25.58 $50.58 CP • CI-bond was Cashed In • EX-bond was EXchanged for an HH bond • MA-bond is MAtured and not earning interest • NE-bond is Not yet Eligible for payment • NI -bond has Not yet been Issued • P5-bond is a Series I or EE,was issued in or after May 1997 and includes a 3-month-interest Penalty until the bond is 5 years old • * bond is a Series I or EE,was issued in or after January 1990 and may be tax exempt if used for post-secondary education • () bond was Cashed In or EXchanged for an HH bond,but is being priced on a date prior to the cashed or exchanged date Untitled 1 Page 1 of 1 20, 09 C # as t�. . z. `- - Account Number 6100726827 Account Title ROBERT E PAXTON/TAMMY J KUHN Date Opened 4/5/1976 Account Type Checking Principal Balance as of DOD $5611.48 Interest from Last Posting to DOD $ .00 Account Balance as of DOD $5611.48 YTD Interest to DOD $ .00 *Account number 6100726827 was an account that we acquired from Mellon Bank in 2002. The account was Joint when we acquired it and has remained a Joint account through the date of death. Citizens Bank , Account Number 6244693154 Account Title ROBERT E PAXTON/TAMMY J KUHN Date Opened 8/23/2004 Account Type Savings Princi al Balance as of DOD $3933.64 Interest from Last Posting to DOD $ .02 Account Balance as of DOD $3933.66 YTD Interest to DOD $ 39 *Account number 6244693154 has been a Joint account as far back as our seven year retention period allows us to search. A MEMBERS 1St FEDERAL CREDIT UNION PRIMARY OWNER: Tammy J Kuhn CERTIFICATE OF DEPOSIT: Account Number/Suffix 242265-46* Date Account Established 08/23/2014 Principal Balance at Date of Death $3,034.26 Accrued Interest to Date of Death $1.05 Total Principal and Accrued Interest $3,035.31 Name of Joint Owner Robert E Paxton Date Joint Added 09/23/2013 *Rollover from CD 242265-45 opened 09/23/2013. MEfyIBERS 1ST FEDERAL CREDIT UNION Tessa L Klugh Lending Insurance Support Specialist January 30, 2015 Estate of: ROBERT E PAXTON Date of Death: 12/22/2014 Social Security Number: 186-28-5612 �ch , fie m 3 5000 Louise Drive • P.O. Box 40 • Mechanicsburg, Pennsylvania 17055 • (800) 283-2328 • xvw-,c:members 1st.org