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HomeMy WebLinkAbout01-0423 PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Estate of /Va, h ( also known as l' J ) : / tJ ~ I t~)11 No. To: ;}J-OI-l./ ;\3 Register of Wills for the County of CUmberland in the Commonwealth of Pennsylvania Deceflt!ed. Social Security No. 't) 0 Ii - 3 [)- 9 C, 'rr~7 The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older, appl leS for letters of administration on the estate of (d.h.n.; pendente lite; durante absentia; durante minoritate) the above decedent. Decendent was domiciled at death in C'illl? t) e J/L i'-:2.l1 c/) County, Pennsylvania, with h e t- last family or principal residence at;/-./ t.: 'S', E h ()/;1. f) r. E~l <7 lJFJ1f15h {'/ j/(i (list street, number and municipality) Decendent, then b 0 _~~rs o. f age, died /1? fl' / '3 , 1~ (5 ! at cr ~/lr, G ell. CJ 5.,Le-- (; Decendent at death owned property with estimated values as folllows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $ 7 (J J t)c;:J c) / $ $ $ Petitioner_ after a proper search ha~ ascertained that decedent left no will and was survived by the following spouse (if any) and heirs: .' '" Name .I c~ /; fi- r / II, ~) ~~sid. ep.ce 0 - /. P (; ~. ;:lj()/~ f 1~;JtP ~ <1-.... THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the appropriate form to the undersigned. ~ ~ /\~U / //" ./1~/c-# 5 ~ft<.A-'{ /1 ~~l' ~ .;1/ d4"~-- ~-;; '" '-" 4) ... iX~ "dO c':; ~':; 3~ 4)..... SO ~ c: 00 Vi ;;2 It <: EI7C;!fL Dr, l/1 d / eL) j-2-~ J ~ /6-~~~ 7.~/ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUmberland } ss The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal representative(s) of the above decedent petitioner(s) will well and tr..uIY administer the estate according to l.aw. ..~. ~ / _ Sworn to or affirmed and subscribed ! c.A. . /p t:'2~ (oef re me this 27th day of A r' ~ 200 . /i' ~ Mar,; 6 Registe,,'7~ -. (J'j -- u ~ ::::2 .... ~ = bO C:i3 No. 21-2001-423 Esta.~e of Nancy J. Wal ton , Deceased GRANT OF LETTERS OF ADMINISTRATION AND NOW April 27th ){9-2QQl, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that Nancv J. Walton is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration are hereby granted to Richard A. Walton in the estate of Nancy J . Walton .I. ~1f4~ Mary c. Lewis ~ ~/ $ 115.00 $ 6.00 $ $ 5.00 TOTAL _ $ 126.00 Filed . ~~r:~~. f.~tJ:1, . . , , . .. A.D. ~ 2001 FEES Letters of Administration Short Certificates( 2) . . , . . . . . . . Renunciation ........,....... JCP ATTORNEY (Sup. Ct. 1.0. No.) ADDRESS PHONE Th is is to certih' that the information here given is correcdy copied fron? an original certific~te of death dul~ flIed with me as I.ocal Registrar.' The original certiflcare will be forwarded to the State VItal Records Office for permanent fllmg. WARNING: It is illegal to duplicate this copy by photostat or photograph, No. t2tAV /?( ~ ~ , I.~Regisrrar r Fee for this certificate, $2.00 p 7296.033 APR 0 7 2001 Date 21-2001-423 J Rev 2187 COMMONWEALTH OF PENNSVLVANIA e DEPARTMENT OF HEALTH e VITAL RECORDS CERTIFICATE OF DEATH 60 v,. SEX 2. F ema1e STATE FILE NUMBER SOCIAL SECURITY NUMBER NAME Of DECEDENT If".. M"""". l....j I. AGE (La51 Bonr>aayl UNDER 1 YEAR lAonlha Days 3. 204 - 30 9687 3. 2001 5. COUNTY Of DeMH BIRTHPlACE IC,ly and PlACE Of DEATH IC~eck my 0"" -- ...... '05trucl""", on 01"'" <Ide) 3lale 01 fcr.ogn Country) HOSPITAl: Inpal_1 ~ ERlOuIpa"ent [J OOA 0 ... FACILrrY NAME (It not rnsNuhon. gIVe street and numl>ef, g::&tyIO RACE. Amencan Indien.lIleck, White. elC. (SpecIy) Dau DECEDENT'S USUAL OCCUPRION (Go". Iund 01 """k done dur"'ll most 01 working k,.; do not use rellled ) . 11a. HOMewif-e 11... DECEDENT'S MAILING AOOAeSS (SIr.... ClIy/1Own, ~. Zop COdeI ... Ie. 10. Wh.U:.e SURVIVING SPOUSE (II ...... Qlve ma.oen name) Ilb. Cou Did - ..... ..a CumbeA.1an..d _ip1 17d.D ~cl8c==01 MOTHER'S NAME if.51, ModdIe, Malden Surname) I'. CO/l..a D. K eple/l.. INFOR~ANJ'S ~ILlNSi AOORf!SS (SKeet. C&ty~. Slaht, Zip C~) d1t> ,). cno-<..a U/l..., cno-<..a, Ya 17025 MARITAL STATUS. Mamecl N._ Merrie<!. W-.o. DNorC8Cl (Specify) 1.. /rJ G/Ul.i.. ed 17cg.... ,*-nt lived in eGAt:. IWp 216 5. cnola D/Live I" Cnola, 7>a 17025 FRHER'SNAME(FirSl, ModdIe LaOl) :Jame4 L. /rJcBllide II. INFORMANT'SNAME(TypelPrrnl) 'RichaAd A. Wa1t:.on 2001. METHOD OF DISPOSITION Bunal eg C,.mabon 0 '*'- "om Stale 0 Oonortion 0 ~ (Specdy\ DECEDENT'S ACTUAl RESIDENCE (See ,nSlr\.JCllon. on OlIler Sl(Je) 17a. Stal. citylbtlro PlACE Of DISPOSITION. N.me 01 C_ary, C,ematllfY cw 0lh8r Plac. Hill, 7>a NAM~ AND ADDRESS Of FACILITY 22c~'Ju11ivan F. H. ,51 N. enola D~. enola. LICENSE NUMBER DATE SIGNED (MonIh. Day. _I 23b. 23c. WAS CASE REFERRED TO MEDICAl EXAMINERlCORONER? V.. 0 7>a ~ATE CAUSE (F""" __ cw conacoon _ r-.g on CI8aIh)- ~. ~ ~... condiIionI ..:ail My, -.g 1O__1e .,=~~~~ING ........ oneated ~ -?i r-.g on 0e8Ih1 LAST d . Wi'S AN AUTOPSV WERE AUTOPSY FINDINGS .&PERFORME01 ~~~~USE ~ OF DeMH? JlutNt?~ ra-l ~rL r' OUE 10 (eM AS ACONSEOUENCE Of)- ")t U~ ' 10 (OA AS A CONSEOUENCE OF): 21. . Approxamat. : inl......_n I ~ and de.1Il I l Nol$. PART II; Othar signillcanl ~ conlrWing 10 death. but noc "-in9 in IIMI un<leflyiIlg <:a... given in PART I. DUE TO (OR AS A CONSEOUENCE 0Fl: ...ij1 NoD Ves 0 MANNER OF DEATH Hat",.. ~ Hom!Code 0 Accident Pendi"llln_looalion 0 Suic:ode 0 Could not be determ,ned 0 DATE Of INJURY (Monlll. Day. 'lltar) TIME Of INJURY INJURY AT WORK? DESCRIBE HOW INJURY OCCURRED. ~ ...0 NoD 2Ia. 21b. CERTIFIER ICheck only one) 'CERTIFYING PHYSICIAN (I'llySlC.an COft"vong cauoe c:J death when another phYSIC,an has pronounced death ana campl.leallem 23) To'" _ of my knowledge, dealll occ....... _10'" C.UN(.'.nd m.nner ee .1.1.... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ~. 301>. PLACE Of INJURY. AI home. '.rm, s"e... laClllfY, ollie. building. etc. ,Spec"") 308. M. 3Dc. 3011. LOCATION (S1r_. C'lylTown. SlaIe) NoD U.b - ~ ~ 'PAONOUNCING AND CERTIFYING PHYSICIAN ll'll_ 0011\ i>'onounclng aeatlland Cer1,lyong 10 cause 01 aeatlll I ':E:: :::::::::: OCCU"....I U. -, d.le, ond placa,.nd dualo U. cause(.'.nd m.nn.....t.led . . . . . . . . . . . . . . . . . . . . . . . . . On lhe baaia 0' .)laminallon .nd/or inve.t1galion, in my opinion, dealh occulted allh. Iim., dal., .nd place, .nd due 10 the c.use(a, .nd lIUIII"ar as slaled.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31a. -, "TRAR'SSIG~E ~U~R . 33.CL'ArAr/ tl"rc ~ o s,,;r<;a. 3 / ~I/ P?'/I/I 32. DATE FILED (Month. Day. 'rllan 3.. "/6/0/ , r ESTATE NO. 2001-00423 COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF NANCY J. WALTON LATE OF EAST PENNSBORO TOWNSHIP, CUMBERLAND COUNTY, PENNSYL VANIA FIRST AND FINAL ACCOUNT AND SCHEDULE OF DISTRIBUTION OF RICHARD A. WALTON, ADMINISTRATOR Date of Death: April 3, 2001 Date Administrator Appointed: April 27, 2001 Date First Advertised: September 12, 2001 Date of Accounting Period: April 3, 2001 through May 15,2002 INVENTORY AND APPRAISEMENT: REAI~ PROPERTY: Property situated and known as 216 Enola Drive, Enola East Pennsboro Township, Cumberland County, Pennsylvania $ 76,500.00 PERSONAL PROPERTY PROBATABI~E: None $ 0.00 TOT AL DEBITS $ 0.00 .'" ."! r'~ 1)\ ;"i .~.. COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA ,") ORPHANS' COURT DIVISION ESTATE NO. 2001-00423 ESTATE OF NANCY J. WALTON LATE OF EAST PENNSBORO TOWNSHIP, CUMBERLAND COUNTY, PENNSYL VANIA FIRST AND FINAL ACCOUNT AND SCHEDULE OF DISTRIBUTION OF RICHARD A. WALTON, ADMINISTRATOR DEBIIS THE ACCOUNTANT CHARGES HIMSELF AS FOLLOWS: INVENTORY AND APPRAISEMENT: REAl, PROPERTY: Property situated and known as 216 Enola Drive, Enola East Pennsboro Township, Cumberland County, Pennsylvania $ 76,500.00 PERSONAL PROPERTY PROBA T ABl,E: None $ 0.00 TOTAL DEBITS $ 0.00 1 .... CREDITS THE ACCOUNTANTS CHARGE THEMSELVES AS FOLLOWS: DEBTS AND DEDUCTIONS: Sullivan Funeral Home, Inc. (Funeral Expense) Rolling Green Cemetery Company Baturin & Baturin (Attorneys Fees) ($76,500.00 x .05) Register of Wills of Cumberland County (Probate Estate) Cumberland County Reporter (Advertising Costs) The Sentinel (Advertising Costs) L.G. Connor Real Estate Appraisers, Ltd. Register of Wills of Cumberland County (fee for copies) Register of Wills of Cumberland County (Family Settlement Agreement) Recorder of Deeds of Dauphin County (Recording fee) Pinnacle Health Hospitals Pinnacle Health Hospitals Pinnacle Health Hospitals Heritage Diagnostic Center Watkin, Freshman & Nipple Heritage Diagnostic Center Undetermined Medical Billing Gilfert & Gold Holy Spirit Hospital Associated Cardiologist Harrisburg Gastroenterology, LTD. Undetermined Medical Billing 2 $ 5,159.80 $ 885.00 $ 3,825.00 $ 126.00 $ 75.00 $ 97.07 $ 275.00 $ .50 $ 17.00 $ 25.50 $ 542.37 $ 2,046.85 $ 492.62 $ 57.54 $ 135.00 $ 197.40 $ 30.00 $ 275.00 $ 1 70.24 $ 54.00 $ 895.16 $ 135.21 Lowe's Good Hope Family Physicians TOTAL CREDITS 3 $ $ $ 2,640.20 272 16 18.429.62*** . . . ' RECA.rIIIILAIION TOTAL DEBITS TOTAL CREDITS 4 $ $ 0.00 18,429.62 . . . . TOT AL AVAILABLE FOR DISTRIBUTION $ 0.00 TOT AL AVAILABLE FOR DISTRIBUTION $ 0.00 5 . . . . PROPOSED BENEFICIARY DISTRIB1JTTONS TOTAL AVAILABLE FOR DISTRIBUTION $ 0.00 DISTRIBUTIONS: RICHARD A. WALTON Life estate interest in property located at 216 Enola Drive, Enola, East Pennsboro Township, PA FRANKLIN IRVIN Joint Tenant with Right of survivorship in property located at 216 Enola Drive, Enola, East Pennsboro Township, PA with remainder interest upon Richard Walton's death as agreed upon by all beneficiaries LESLIE RHOADS Joint Tenant with Right of survivorship in property located at 216 Enola Drive, Enola, East Pennsboro Township, P A with remainder interest upon Richard Walton's death as agreed upon by all beneficiaries PATTI JOHNSON $ 0.00 LINDA McCONNELL $ 0.00 WENDY DILLER $ 0.00 YVONNE HILBERT $ 0.00 SCOTT IRVIN $ 0.00 Respectfully submitted, Dated: fl"~ \ \S"\ ~oo'l (i1~~~ Richard A. Walton, Administrator 6 ~ AFFIDA VIT AND VERIFICATION RICHARD A. WALTON, Administrator of the Estate of NANCY J. WALTON, Deceased, hereby declare under oath that he has fully and faithfully discharged the duties of his office; that the foregoing First and Final Account is true and correct to the best of his knowledge and information, and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to his knowledge, there are no claims now outstanding against the Estate; that all taxes presently due from the estate have been paid other than listed in the proposed distribution; and that more than four months have elapsed since the first and complete advertisement of the granting of letters in this estate. J2u#~ COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF DAUPHIN ON THIS, the ~ day of May, 2002, before me, a Notary Public, the undersigned officer, personally appeared Richard A. Walton, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and official seal. f) ~tt ~kg (SEAL) NOTARY PUBLIC NOTARIAL SEAL My Co rnm~~~BB, Notary Public Harrisburg. Dauphin County My Commission EJcpires May 21 , 200' 1. (. IJ"'.~ ...' I -- 1-1 ,..1---- ~. r \.- ESTATE SETTLEMENT AGREEMENT RECEIPT AND RELEASE THIS AGREEMENT, made this J5~ day of May, 2002, by and among: RICHARD A. WALTON, Administrator of the Estate of Nancy J. Walton, *AND* RICHARD A. WALTON, FRANKLIN IRVIN, LESLIE RHOADS, P~TI JOHNSON, LINDA McCONNELL, WENDY DILLER, YVONNE HILBERT and SCOTT IRVIN, beneficiaries by virtue of the Administration of the Estate of Gertrude E. ~sch. I W I I N E SSE I H: WHEREAS, Nancy J. Walton died intestate on April 3, 2001; and WHEREAS, on April 27, 2001, Letters of Administration were originally granted in the Estate of Nancy J. Walton; and WHEREAS, it is understood and agreed that all debts of the Estate of Nancy 1. Walton be paid from the Estate of Nancy J. Walton, and which arrangement has been approved by the five aforementioned beneficiaries; and WHEREAS, the Administrator has proceeded with the administration of said Estate and has prepared the Inheritance Tax Return and Inventory of Real and Personal Property with the required Schedules attached thereto; and WHEREAS, the parties hereto desire that the Administrator shall not be required to file a formal accounting with the Orphans' Court of Cumberland County, Pennsylvania, and that the net estate of the decedent shall be distributed without the necessity of filing said formal accounting; and . . WHEREAS, it is understood that in accordance with the First and Final Account, attached hereto of each of the decedents, Richard Walton will be receiving a life estate interest in the real property with Franklin Irvin and Leslie Rhoads each receiving a 1/3 interest in the real property upon the death of Richard Walton. NOW, THEREFORE, the parties hereto intending to be legally bound hereby, mutually agree as follows: 1. The parties hereto, and each of them agree and acknowledge that they have fully and carefully examined the Inheritance Tax Return and Inventory of Real and Personal Property with the required Schedules attached thereto and the Schedule of Distribution relating thereto, and find them to be true and correct, and acceptable to the parties hereto and each of them, and further that each of them has received a copy of this Agreement and of the said Account and Schedule of Distribution. 2. The parties hereto do hereby release, remise and forever discharge the Estate of Nancy J. Walton, and Richard A. Walton, Administrator, the Estate of Nancy J. Walton, Deceased, and Harry M. Baturin, individually, Madelaine N. Baturin, individually and the law firm of Baturin & Baturin, and/or any of its individual members, attorneys for the Estate of Nancy 1. Walton of and from all manner of acts, suits, claims, accounts, accountings, debts, dues and demands whatsoever which they or any of them or their legal representatives or assigns may at any time hereafter have, against the Administrator, and/or his attorneys, the said estates or the assets thereof, from, for, touching or concerning any of the assets and property of the said estates and/or any claim or interest thereto or therein, and the administration, management, collection, sale or distribution of any of the said assets and for or on account of any money, interest income, assets or proceeds out of same, from the time of the death of the said decedents to and including the date of this Agreement and Release. 3. This instrument is a full and final Estate Settlement Agreement by and among the parties hereto, both Fiduciary and individual, all of the same having been arrived at, concluded and executed after a full and complete disclosure of the assets of the said Estates and the rights of the parties therein and thereto and all of the parties hereto, and each of them, agrees to abide by the terms hereof. 4. The parties hereto, and each of them, agree that they will at all times in the future an whenever necessary, appropriate or convenient, make, execute and deliver to the said Administrator and/or to the other party or persons, any and all instruments, documents, conveyances, deeds, releases or other instruments of any kind necessary or convenient to carry out the intention of this Agreement and/or to permit, assist and enable the Administrator to fulfill his duties with reference to the said Estates and all of the assets thereof. 5. This Agreement constitutes the entire understanding among the parties hereto, and each of them acknowledges that no representations or statements of any kind, written or oral, have been made to them or any of them prior hereto by the Administrator or by any other person or party upon his behalf. 6. This Agreement shall inure to the benefit of and shall be binding upon the parties hereto, and each of them, their heirs, executors, administrators, successors and assigns. 7. This Agreement may be executed in multiple counterparts and, when as executed, shall be binding upon all the parties, and their respective heirs, next-of-kin, personal representatives and assigns. IN WITNESS WHEREOF, the parties hereto have hereunto set their respective hands and seal~ the day ~d ye~ first abO(2? ~ ~ ~ (SEAL) RICHARD A. WALTON, Administrator cp~. ~~z (sEAL) RICHARD A. WALTON, Beneficiary '\""\, ~. \')S/IS~,~ /l. --;7: ,\~L 7Zct-~-4t'-~(SEAL) 'l')n~~ 'It. ~~~KL. IN IRVIN, Ben)e~ciarY ~""L IJ i'l ~t{h- (SEAL) . ~ SLIE RHOADS, Beneficiary ~sh&~ \~ MJu~AL) ~~~TTI JOHNSON, Be eficiary .~ ~&~ (SEAL) " DA McCONNELL, Beneficiary 01;11;-"1. ~ (SEAL) ~~LLER, Beneficiary C\ S" J;S\~J. /~ .;:y44/ 7/ /' ./ v .%!?u.,,{. ~ Y ONNE HILBERT, Beneficiary N;J\sh'), -~t '2-~~ SCOTT IRVI , Beneficiary Cl5 ~ t; .k>';l (SEAL) (SEAL) COMMONWEAL TH OF PENNSYL VANIA ) SS: COUNTY OF DAUPHIN ) ON THIS, the J~ day of May, 2002, before me, a Notary Public, personally appeared RICHARD A. WALTON, Administrator of the Estate of Nancy J. Walton known to me or satisfactorily proven, to be the person whose name is subscribed to the foregoing Estate Settlement Agreement Receipt and Release, and acknowledged that he executed same for the purposes therein contained. WITNESS my hand and seal the day and year aforesaid. j)~t1. (}~ , NOTARY PUBLIC (SEAL) My Commission Expires: NOTARIAL SEAL DAVID A. CHUBB, Notary Public Harrisburg, Dauphin County My Commission Expires May 21, 2006 7 E: ......- IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY IN RE ESTATE OF: ORPHANS' COURT DIVISION NANCY J. WALTON, DECEASED No. 01-21-0423 NOTICE OF REVOCATION OF BENEFICIARY INTEREST IN ESTATE KNOWN ALL MEN BY THESE PRESENTS, that I, PATTI JOHNSON, a beneficiary of the estate of Nancy J. Walton, deceased having died intestate on April 3, 2001, in Cumberland County. Richard A. Walton having been appointed as Voluntary Administrator of said estate on April 27, 2001 by Order of the Orphan's Court of Cumberland County No. 01-21-0423. It having been agreed upon by all of the beneficiaries of the estate, that we would all renounce our portion of the real property owned by the decedent, with the exception of Franklin Irvin and Leslie Rhoads and wish for the property to be transferred to Richard A. Walton, the decedent's husband and the Voluntary Administrator of said estate along with Franklin Irvin and Leslie Rhoads. It has been explained to me that I am entitled to a portion of the decedent's estate and that by my singing this revocation, I forfeit my rights to said real property portion of the estate. It is my intention to renounce said real property portion of the estate. Sworn to before me :k.-rJ . ~;2. ::::~~~1~1' 1 i.-.~- _,., ,...., ".ll ;~.:~':'-l, t '~,-.': :-;~-/ ~;'L~l.');( t, 1 _~~:_Cl_~-? J ~~ tt -..(~;~(SEAL) \ ( I i.J_~) \, 1\.....,........ . . '. ,-,' '. ::~; ; '. "") IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY IN RE ESTATE OF: ORPHANS' COURT DIVISION NANCY J. WALTON, DECEASED No. 01-21-0423 NOTICE OF REVOCATION OF BENEFICIARY INTEREST IN ESTATE KNOWN ALL MEN BY THESE PRESENTS, that I, YVONNE HILBERT, a beneficiary of the estate of Nancy J. Walton, deceased having died intestate on April 3, 2001, in Cumberland County. Richard A. Walton having been appointed as Voluntary Administrator of said estate on April 27, 2001 by Order of the Orphan's Court of Cumberland County No. 01-21-0423. It having been agreed upon by all of the beneficiaries of the estate, that we would all renounce our portion of the real property owned by the decedent, with the exception of Franklin Irvin and Leslie Rhoads and wish for the property to be transferred to Richard A. Walton, the decedent's husband and the Voluntary Administrator of said estate along with Franklin Irvin and Leslie Rhoads. It has been explained to me that I am entitled to a portion of the decedent's estate and that by my singing this revocation, I forfeit my rights to said real property portion of the estate. It is my intention to renounce said real property portion of the estate. ~f%~ (SEAL) S~o~~ t~ before me thi~'(jay of January 2002. C~y~ Notary Public NOTARIAL SEAL ANTOINETTE F. HORNE, NOTARY PUBLIC Harrisburg, Dauphin County My Commission Expires April 24, 2005 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY IN RE ESTATE OF: ORPHANS' COURT DIVISION NANCY J. WALTON, DECEASED No. 01-21-0423 NOTICE OF REVOCATION OF BENEFICIARY INTEREST IN ESTATE KNOWN ALL MEN BY THESE PRESENTS, that I, WENDY DILLER, a beneficiary of the estate of Nancy 1. Walton, deceased having died intestate on April 3, 2001, in Cumberland County. Richard A. Walton having been appointed as Voluntary Administrator of said estate on April 27, 2001 by Order of the Orphan's Court of Cumberland County No. 01-21-0423. It having been agreed upon by all of the beneficiaries of the estate, that we would all renounce our portion of the real property owned by the decedent, with the exception of Franklin Irvin and Leslie Rhoads and wish for the property to be transferred to Richard A. Walton, the decedent's husband and the Voluntary Administrator of said estate along with Franklin Irvin and Leslie Rhoads. It has been explained to me that I am entitled to a portion of the decedent's estate and that by my singing this revocation, I forfeit my rights to said real property portion of the estate. It is my intention to renounce said real property portion of the estate. , / ~' .. / " / -, / j~/~/ (SEAL) NOTARIAL SEAL ANTO'N~E F. HORNE, NOTARY PUBLIC Harr~sb~rg, Dauphin County My CommiSSion Expires April 24, 2005 I IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY IN RE ESTATE OF: ORPHANS' COURT DIVISION NANCY J. WALTON, DECEASED No. 01-21-0423 NOTICE OF REVOCATION OF BENEFICIARY INTEREST IN ESTATE K.~OvVN ALL MEN BY THESE PRESENTS~ that I, s.c.OTT IRVIN, a beneficiary of t~e ~st2te ofl'-J2...'1c;' J. 'llal:on, deceased havirlg died iiltestaie on April 3, 2001, in Cumberland County. Richard A.. vValton having been appointed as Voluntary Administrator of said estate on April 27, 2001 by Order :lfthe Orphan's Court of Cumberland County No. 01-21-0423. It having been agreed upon by all of the beneficiaries of the estate, that we would all renounce our portion of the real property o"\\Tned by the decedent, \-vith the exception of Franklin Irvin and Leslie Rhoads and wish for the property to be transferred to Richard A. \l\T alton, the decedent's husband and the Voluntary Administrator of said estate along with Franklin Irvin and Leslie Rhoads. It has been explained to me that I am entitled to a portion of the decedent's estate and that by my singing this revocation, I forfeit my rights to said real property portion of the estate. It is my intention to renounce said real property portion of the estate. ~ (SEAL) Sworn to before ~ €vn b-<.. ~ this ~?-Gay of-tJgui~~r 2001. <" ~/YV~ /Ylt/?~ ~otary Public ' Notarial Seal Tina M. Robertsorl, Notary Public East Pennsboro Twp., Cumberland County My Commissior; [xpinc:s .~OV. 15, 2003 M~rnber. Pl'mr:sy.v8i'!2. i' ~:,::Ci(:.":;""', 01 Nolanss . IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY IN RE ESTATE OF: ORPHANS' COURT DIVISION NANCY J. WALTON, DECEASED No. 01-21-0423 NOTICE OF REVOCATION OF BENEFICIARY INTEREST IN ESTATE KNOWN ALL MEN BY THESE PRESENTS, that I, LINDA McCONNELL, a beneficiary of the estate of Nancy J. Walton, deceased having died intestate on April 3, 2001, in Cumberland County. Richard A. Walton having been appointed as Voluntary Administrator of said estate on April 27,2001 by Order of the Orphan's Court of Cumberland County No. 01-21-0423. It having been agreed upon by all of the beneficiaries of the estate, that we would all renounce our portion of the real property owned by the decedent, with the exception of Franklin Irvin and Leslie Rhoads and wish for the property to be transferred to Richard A. Walton, the decedent's husband and the Voluntary Administrator of said estate along with Franklin Irvin and Leslie Rhoads. It has been explained to me that I am entitled to a portion of the decedent's estate and that by my singing this revocation, I forfeit my rights to said real property portion of the estate. It is my intention to reno ce said real property portion of the estate. Sworn to before me .-rk this~ cay of November 2001. [)~p Ct. rY/1uvtL Notary Public NOrli,.8IAL SEAL DAV!D A. CHuBB, Noiary Public Harrisburg, Dauphin County Ivh' Commission Expires May 21 i 2002 E CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: NANCY J. WAL'ION Date of Death: April 3, 2001 Admin. No. 2001-00423 Will No. To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on September 7, 2001 Name Franklin Irvin Richard A. Wal ton. Address 126 Dorsey Lane, Dillsburg, PA 216 S. Enola Drive, Enola, PA 17019 17025 Wendy Diller Linda McConnell R.D. #2 - Box 2818, Newport, PA 17074 214 S. Enola Drive, Enola, PA 17025 Lesle Rhoads Yvonne Hilbert Scott Irvin Patti Johnson 11 Creekside Drive, Enola, PA 17025 98 Lone Oak Drive, Marysville, PA 17025 217 Bellevista Drive, Marysville, PA 17025 216 S. Enola Drive, Enola, PA 17025 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except N/A Date: September 28, 2001 Signature Name ~ f'}, ~ HARRY M. M RIN, ESQUIRE Address 717 North Second Street Harrisburg, PA 17102 Telephone ( 717 234-2427 Capacity: _ Personal Representative ~Counsel for personal representative ~ . . ~ rMPORTANT NOTICE NOT1CE OF ESTATE ADMINlSTRAT10N THIS NOTICE DOES NOT MEAN THAT YOU WILL R.ECEiVE ANY MONEY OR PROPERTY FROM THIS ESTATE O~ OTHERWISE. Wherher -,,'Of,} \"(1/1 r~cei'.~ any mc:"'.ey :;r property wiJl t,~ derermfreC! w~olfy c: ,car:iy by the cecsci;,f":t's N(H. If the oecedsnt Cied wirrcut a wi/l, WI;~!tle( y~~ wiN receive =:ny mor.ey =-r pr:.perry will be detsrmined by tile inrestac;y J3WS of ;;:.'1.1syt'.tstlia, 5~:=GRE 7~= REGISTi:R OF \JVi1...LS. ClJ1-ARRRT AtHLCOUNTY , ?;;'I1NSYlVAl--iiA. In r6 Est3~a .:)f ~.NCY J. WAL TON . _. d@ca;sad. i-ilf: No. ?001-00423 Mr. Franklin Irvin, .= 126 Inrsey Lane Dillsburg, PA 17019 :"c.;, ,,:~~T I::;';~!J ~,~. I ",. (;~~:a==j " F!eas.; t;ib notice of :.,e death ':If ::ecede,t and tJ;e ;iZiit of :er:ers tc 'jJe perscn21 r~pr9S9nt=7i\ie(S) named below. ,.',.. Anril 3, 2001 I ..IGC '-'" --:. \he Dececer!t, NANCY J. WALTDN in_. East pon~~ho~o Townshi~. Cumberlaed County _ 7r/e Ce:~::;nt :;:ied taS~~e (WIt., a 'N:II) --1L T:~= Dece~~nt died intestate (i.VI~'1cut a W\II) N2r':e(s). acdre5s{es) and telephora r;umte~(s} cf all pe~scr.Qi re:resentatives -ap;:cintGc: Ac::ess 216 South Enola Drive Enola, PA 17025 .- iSlepnone (717) 732-3112 Name RI cr..ARD .'A.. WALTON If rt.e Cecsdert CieC! test~te, the VvHl has be:!"! med with the Cffic:;1 of the Ke~lster of ....\'ills of: If r"le De:;eder.t CiEd intesta~, ;a Fetiti:n fer t....,e Giant of Letters c: AC'Tli::istraoon was filed with ~h~ Cffica c: ~'\e R~~ist~r' of Wiils of; Cumberland Countv on Anri! 27, 2001 ,A, COOy ::f tr.e \NiH or ~e\itjcr may be obtained by :crtac:ing the Registe~ of '~Ajll:s ~nc payi:1g the c.'ar~es fer d:.:r;Hc~ticr:, ,&:.. copy of :h~ Wiil or ?e!itiCr. is att:c:"led. S;gnatura ~ h ~ C~te September 7, 2001 Niim6 HARRY M. BATI.JRIN!. ESQUIRE 717 Nor+n S~~nnd Street Harrisburg, PA 17102 ~717) ?~4_?d?7 ~dcr'~56 C~~O!=;t',.: ?e~scral =:ap~e~=n:ative x C~~~sej fer i=er:3c>nClI Recresentative Telephone , IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THiS ESTATe OFt OTHERWISE. Wheiher .'v'O~ \'v!iI r~ceive any mcr;ey cr property will be determfr.ed wl7o/fy 0: .ca~/.1/ by the CeceClent's wtJI. If the oecfJdent ~ied without a wift, wl1ert1er yew wjil receiv9 any money ~ property will be detarmined oy the Imestacy Isws of PennsY!:t!:f1ia. S=:;:ORE 7;-;= REGISTER OF WI1...LS. ClJMRF.RT .A.tID-COUNTY , PENNSYLVAl'.lA I;} r6 Estate of File No. NANCY J. WAL'IDN /001-00423 RICHARD A. WALTON 216,South Enola Driy~ Enola, PA 17025 _, dec~;sed, 'f' ,-.." IV. (~,:;!jc;..;r;/) (.cdna=z) F!ease take notice of t."\e death ':)f :ecede,t and the gralnt of letters to 'tie personal r=prasante~fve(s) named belo'..v. . ~ April 3, 2001 ,dI6dc" _.' Ilia Dececer.~ NANCY J. WALroN In_, East Pennshoro Township. Cumberlaed County _ "The Ce::~cent died tastste (w:t:'! a 'tV:II) --1L Tt'8 Dece6ent cled intestate (wl:"out Oil W\lI) Nar;e(s). addre=s(es) and telephora 1iumte.(s) cf all pe~scmji re::,resentauves apPoinTee: AO:ress 216 South Enola Drive Enola, PA 17025 . lelepnone (717) 732-3112 Name RICHARD A. WALTON If the Decsdel"'t ,jjed tes:~te, the Will has bes!"I "lIed 'Nilh Ihe Cffica of the RegIster of Wills of: If t"Je ~e:;::dem cied intestc.:e, i3 Petit'8n for t.""~ :;ranr or Letters of Ac'l1i~j5tration was flied with :h" Otfica cf t1ie R~giste( of Wiils of: Cumberland County on ADri~ 27, 2001 .A.. cepy of the VViil or ;::eiiticr may be obtained by :ortacting the Re;Jister of 'vVills and pe:ying the cnarges fer d:.:;:lic~ticr:, A copy of ~he Wiil or ?stiticr. is attached, C"te September 7, 2001 S,gnat1.Jra 1h:v~ ~ Nam6 HARRY M. BATURIN!. ESQUIRE 717 Nortn Sp.r.nnd Street Harrisburg_t PA 17102 (717) ?14-/.1/7 ~ddr'3SS CC!lp~:jr,.: P~;scr;al Repre~=n~ative x Ccu!'1sef for Fersc>n~1 Representative !~IEipho,.,e rMPORTANT NOTICE NOT1CE OF ESTATE ADMINISTRAT10N THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THiS ESTATE: OR. OTHERWISE. 'Nhether .VOI': iAfiU rec=i'l~ any mc:;ey cr property wi!! be det'?rmfr.ed wl1clly 0:' ,cal1i.1/ by tl7e cec~cfeflt's NlH. If the aecedent Cied withcur a 'w"m, wr:erf1er Y~i.,; wiN receivs any moroey or property wfJ! be det~rminecj oy th~ imest~cy !sws of P::fltlsyt",el1ia. 3=:~ORE 7~= P.EGIST;:R OF Wil..L.S. nlMRF.RT ,~~OUNTY . PENNSYLVANiA In r6 Es~a~a of NAi'\ICY J. WALTON )()()1-004?3 Ms. We~~ D:i-ller RD 2, Box 281B ' Newport, ?A 17014 . _, dsca;sad, Fil& No, r,...... v. :"o.;,~~:T C;';"/J (;'=Ci.~:~j j _. , F1ease t~k~ notice of t."e ~eatn of ::ecede,t and tr.~ ;rar,t of letters tc 'J1e perscnal re;:res9/"1t=:ive(s) named belcw. , ~i6d c., A~ril 3, 2001 The D€-~c:e~~ NWCY J. WAL'IDN In_. ~ast P~Dnsho~o Townshi~. Cumber1aed County _ The Ce~a::e1'lt cied t3sr:a:~ [w:t"\ a 'Nal) ---1L T:'o: Decec~llt disc intestate (wlt"1cut 3 Will) Name(s). aadre~sies) anc te!ephor;e r.umce-(s} cJ 211 pe:scr.Gii re:res6ntaOves -appcintGc: Ad:."ess 216 South Enola Drive Enola, FA 17025 . 7SlephOne (717) 732-3112 Nime RI CHARD A. ~..L TON If rr.e Cecsd8('1t Cied tes:::!te, the Wii! has be;!'! "Ueo with the Cffi~ of the RegIster of \Niils of: If t,e De:;der.t cied int=sL:.~, a Fetiti:n for t:~e 3r;nt or l...=~ers 0: Ad-ni::is:ration was flle~ ......ith ~hlii Croce cf tl1e R~ist!~ of Wiils ;f; Cumberland Countv on Aori~ 27, 2001 A, copy ::f tr.~ Wi:! or ~~1Iticr may be ot12ined by :crtactin~ the Re~ister crt \Nil:s anc pcyi:1g 1he c."larGes fer d:.;;:Hc~ticr:, .A. copy of ~:-.e Wii! or ?stit:or. is attachec. C~te September 7, 2001 S,gnatura ~ h ~ N~m6 HARRY M. BATURIN!, ESQUIRE 717 NnrTn S~~nnd Street Harrisburq, PA 17102 ~717) ?."d_?d?7 ~ddr'~S6 C2C':!::;ty: Pe,scra{ Rep,esentative x Ccu~sei fOi FerscnClI Recresentativ~ Telephone . ' , IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR. PROPERTY FROM THIS ESTATe OR. OTHERWiSE. Whether yo:; will rec;ivs any money cr property wiJI be determfr.ed w!lo/ly o!' .ca~/y by thti cecedent's wiH. If the ~ecedent cied without a wm. wl1etfJer Y~i.i wiN receivs any money ~r property wj1l be det~rmined tw the inrestecy !3WS of P:nnsyf'.l8!1ia. 8=r:ORE -;-;-;= REGI~TC:R OF Wi~LS, CtJMRF.R~OUNTY , ?ENNS'fLVA~lA In r6 ES~3:a c'f NANCY J. WALTON ?()()1-00423 MS .LINDA M~mNNELL 214 South Enola Drive Enola, PA 17025 , _. deca;sad, FilE; No. TO: :'b';M~T~;'.".I) (~c:d!"$:;;S) F!eas~ taK!;) notice of me death of decede.,t and t/;:e ~~21iit of letters to l1e perscn21 r~pr9S9nt2,ive(s) named belc........ . April 3, 2001 , d!&d C1 _. The D€-cec:er;~ NANCY J. WALTON In_, EasT pp.nnsho~o Township. Cumberland County _ "The Ce:~cent cieo tasta16 [Wit~ a Ii-/II!) -1L T:': Dececent died jntes~te (wlt1out a Will) Nlilr.'le(s), addrs:sles) and telephor:e r.umbe:-(s) cf all pe:scnai re~resentatives appointed: Ad::ress 216 South Enola Drive Enola, PA 17025 .- Telepnone ,.-.U17) 732-3112 Name RICHARD A. WALTON If the Decedent died tes:~te, the V.....ili has be6n "lIed wilh the Cffics of the RegIster of Wills of: If tIe :)e~:d8r.t died intest2t.e, a Petiti:n for t:~e 3r8nt or Letters 0: Ad"T1i1istration was fHeo with th~ Office cf tl1e R~~jster' of',lViils of: Cumberland County on ADri~ 27, 2001 ,A., copy of the \NiiJ or r:=iiticr may be otaained by :ortacting the Register of Wills and paying 1he charGes fer dw!=lic:;ltiOi:. _ ,tJ.. copy of :he Wiil or ?etition is attached. CGlte September 7, 2001 S,gnatura Nama ~~ ~ ~ddr~S5 HARRY M. BAWRIN!. ESQUIRE 717 North Sp.~nnd Street HarrisburgL PA 17102 (717) ?14-?427 C21p:dri: Pe:scnaf Repres&n~ative x Ccur.sei for F~rsC'nal Recres er; tative !elephone .~ IMPO~TANr NOTICE NOT1CE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONeY OR PROPERTY FROM THlS ESTATE O~ OTHERWISE. Whether ~VOI; w{it r~c=i\r: aill mc,'iey-:.r prQperty will be derermfr.ed wtlorry 0:" ,car-iy by the C:ecedent's wW. if the aec$cent clad witncut a wi/I. wl".t:rtler Y~I,; wiil receivs any money ~ prcperry wiJI be detsrmined by the inrestecy fsws of Psn.1syf'.tenia. 3=:~ORE 7~= REG1~TcR OF W:1.i.S. OJMRRRT ~OUNIY , ?ENNS'fLVAl\iiA ~n r6 ES~3:a ,:rf NANCY' J. WAL TON )OOl-00A23 MS LESLIE RHOADS 11 Creekside Drive F.nnln. PA 17025 . _. deca:;sad, File No, ~~. IV. :~.,:;~je!';':I) (.ed:a:;j piease tSlke notice of 'u,e death of ::jecs-de"lt and tr.s ;i~l'it of letters tc tr'1-a ;:>erscnal r~prasar.t:~ive(s) named belew. E2~+ Pe~n~bo~o Townsh~, Cumberlaed I Ci&d C," A~ril 3, 2001 The Decec:ei!~ NANCY J. WALTON !n_ Cotmty _ The Cec~c:er'lt died tastate ('fllt"l a Wal) -L T:~e Dececent diec intestate (wl:'1cut a Will) Nar;;e(s). acdre~sfe.s) anc te!ephor,e r,umce'"(s) c~ all pe;sor.~i re:resentatJves appointee: N~me RICPARD A . wALTON Ao:ress 216 South Enola Drive Enola, PA 17025 TSlepnone (717) 732-3112 If rr.e Ce~del"t Cie~ te$~~te, the Will ;r,as been 'Ied with the CmC2 of the RegIster of 'Nills of: If t"le :)ec;cent clec intest.a:=, a Fetiti:n for t.....~ 3!"~r:r at Le~srs c: Ad"T':i~istradOr~"'Nas Rlee: with th~ Offica cf the R~~jst:!r of Wii!s of; Cumberland County on Aori~ 27, 2001 A wP'i :)f the Will or ;::~\iticr may be obtained by ~Qrtactinc the Re;iste: ofv'/i1:$ Sind paying 1M c~ar~es fer c.::.;~Hc;ticn. ,6.. copy Of ~ha WiiI or ?etitfon is attaci'ied. C;;te September 7, 2001 S,gnatura ~ f\ ~ x CC~r'!sel for Fer-3onal Recrf;se~~ativ~ Telephone HARRY M. BATURIN." ESQUIRE 717 Nor+n Sp~nnd Street Harrisburg~ PA 17102 (717) ?1.1_?.1?7 N;me ~.:jdr~ss C2P2:;t'f: P:~scraI Rapre~::ncative . ' , .. IMPORTANT NOTICE NOTICE OF ESTATE ADMINlSTRAT10N THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THlS ESTATe O~ OTHERWiSE. W,I.,erner yO.~1 wi:'! r~cei~ any mOt:ey Sf property will De determfr.ed WI-JOlfy 0:' .=artfy by the cecedent's wiH. if the decedent ~;ed without a ;,yill, w,i;~!f)er Y~iJ wiil receivs any money ~ property WIJI be determined t)y the inreste:cy !sws of Penr"Jsyl:l!;nia. 3=:FORE "7"i-= REGISTER OF WJl...~S. CtJMR'RRT .~OUNTY , PENNSYLVAl'.lA In r6 Estata .Jf NANCY J. WALTON ?001-00423 M~ wnNNE HILBERT 98 WNE OAK DRIVE MARYSVILLE, PA 17025 . _, de:a.;;sad, File No. ..,.,....,. I -..I. :'bo;,,~~7~;'Jr!) "~od~=s) Please take notice of tj"le death of decede"lt and tr.e a:-~r.t of letters to trle perscn2i reprsssntctive(s) named below. The :)eceder.~ NANCY J. WALTON r ciGd C~ A~ril 3, 2001 in_. East Pcnnsbo:ro Townshit). Cumberland County _ The Ce~~cent died tas~t~ (with a i~tll) -1L Ti"le Dececent died inrestate (wl!J1out a Will) N~me(s). addreas(es) and telepnor,e numbe:-(s} c1 all pe:sor.;li ie~resantatve;; appointee: Name RI CP..ARD A. WAL'IDN Ad:ress 216 South Enola Drive Enola, PA 17025 - Telephone (717) 732-3112 If tMe Decsd8i't died tes:~te, the Wiii has besn "lIed with the Cffics of the Regl~e,. of Wills of; If t1e De::;edsnt CiEd mtest2:e, a FetW::m for t.'18 3ranr or Lecers c: ACl1i,istration was fll~d with :h~ Office cf t}1e R~~jstE!r of Wills of: Cumberland County on Apri~, 27, 2001 to, copy of th~ Will or ?~litior may be obtained by :;ortacting the Register of Wfl:s and paying the C!''La~ges fer d..clicol'tion. _ ,6., copy of :he Wiil or ?etition is attac!'1ed. C~te September 7, 2001 Signature Nama ~-~ ~ Addr~ss HARRY M. BATURIN!. ESQUIRE 717 Nort1i Spr.nnd Street Harrisburg.!. PA 17102 (717) ?~4-?4'27 Cap:!:it'1'; Pe:-scnal Repressntative x CC\.lnsel for FersQnClJ Reoresentative Telephone . .1 . .... [MPO~TANT NOTICE NOT1CE OF ESTATE ADMINiSTRATION THIS NOTICE DOES NOT MEAN THAi YOU WILL RECEiVE ANY MON:;:Y O~ PROPERTY FROM TH1S ESTAiE OR. OTHERWISE. Whe~her .vOl': wiN r~c=iY'= any mcr:ey :.r pr~perty wi}J be derermfr:ed W~of!y cr .ca~!.v by the cec!:dent's wrH. If the ~ecede.'1t ~ied witncut 2 :''01//, whett1er y~~ wiN receivs any mcr.ey =r prcperty wiJI be detsrmined by tl~e inrestacy !3WS of j:J~."1nsY!;tsnia. S=:~ORE 7r-:= REGI~TcR OF \Nil..LS. CUMBERT A!ID.....COUNTY , P::NN5YLVA~iA In r6 ES~3:a .:)'f NANCY J. WALTON , _. deCg;Sad, File No. /001-00423 iC: Mr. Scott Irvin.. 217 Bellevi$ta Drive Marysville, PA 17025 ('c.;. ~ ~:; C;'*'Y) (.c:d!';=sj If F!e2S.s t~k0 notice of :.,e death -;:f decade~t at'ld tl":e ;i2!r.t of !Gr:ers to ~~ perscnal r~~rssantc::"e(s) named belcw. The D€;cede~t, NANCY J. wAL TON , Ci&d c., A~ril 3, 2001 In_ ~asr P~~~~ho~o Townshi~. Cumberlaad Conn ty_. _ Tr)€ Ce::~cent :ied taS';s~6 {Wlt:"\ a iy'\':II) ----K-. T:~e Dece-:ent diec intestate (wIthout a VJHI) Name(s), addrs:sies) and te!ephor:e r;umte~\s} cf all pe~scr.c:i re:resent.atives ~ppcint:;c: Name RICHARD A. WALTON Ad:;ess 216 South Enola Drive Enola, FA 17025 . Telephone (717) 732-3112 If the Ce~C1ejlt Cleo test::!te, the Will has been flied with the Cffic:;l cr the Register of Wills of: If t"le De:~der.t cisd int:sta:e, a Fetlti:n for t.:e 3ralic or Ls~ers c: ';Cl1i~istration \NaS filed with ;h~ Office C7 the Register' of Wiils of: Cumberland Countv on Apri1 27, 2001 .A.. wOY :-:( tr.~ WH cr ':~\iticr may be obtained by :ortac~ng the Re~iste~ crt Wil:s ~n::: pGying tM c."lar;es fer c:.;;:Hc~tiCil. .A. ClJpy cf ~he Wii! or Petition is at:s:;,ed. O~te September 7, 2001 S,gnature ~ h ~ N;;r:16 HARRY M. BATIJRIN!. ESQUIRE 717 Nortn Sp~nnd Street Harrisburg, PA 17102 (7J7) ?1.1-?L1?7 A,ddr~S5 C202:;l:',: P=:-scrar ~spie~=l"!:ative x Ccu~sel for FersonClI Recres er, tative ! Sllephone ... ,'.. rMPORTANT NOTICE NOTJCE OF ESTATE ADMINlSTRAT10N THIS NOTICE DOES NOT MEAN THAT YOU WILL. RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE O~ OTHERWISE. Wherner "VO'.. wi/! rec=ivs any mo....:ey cr property will be derermfr.ed whO/f}' Of' ,ca~iy by the cecedent's wiH. If the decedent ~ied without a will. w;-,eUler y~~ wiil receivs any money or property will be det~rmined 0)' the intestacy /3WS of Pe.'1nsY('J~f1ia. S=FORE 7r.= REGISTeR OF WiLLS. CUMR'RRT ,~OUNTY , PENNSYLVA~IA In r6 ES~3~a Q'f NANCY J. WALTON ?OOl-00423 MS ?~'"ITT JOHNSON 216 South Enola Drive Enola, PA i7'025 , _. de:e:;sed, FilE; No, ~,...,. ,"'. :'b..M5c;';,";/) (.cd,'..::;) F!ease take notice of t~e death of decede"lt and th~ ;:-ant of letters to 'tle person21 r~presantc~i\le(s) named be/ew. The Decec:er:~ NANCY J. WAL TON I died C1 A1?ril 3, 2001 In East Pennsbo~o Township. Cumberland County _ The Ce::ec:,lent died testate (wrt1"l a \NUI) ----1L T;~= Dececent died intestate (without a Will) Name(s). adcre~s{es) and tetephor,e 1iumte'"(s) cf all pe:scr.~j ie::resenta(jve~ appoimee: N~me RICHARD A . WALTON Ad:ress 216 South mola Drive Enola, PA 17025 - i91epnone (717) 732-3112 If the Oecsdsrt dIed test3te, the Will nas bean "]led wilh the Cffics of the .::;eglster cf Wills of: If he De:;oent cied intesta~, a Pet!t1::m for t::8 3rant ot Letters of Ad'T1i~istration was flied with :he Office cf tl'1e R~9jst91' of V\iills of: CUmberland County on Anri1 27, 2001 ,A, copy of the Wi! or F:e'titicr may be obtained by :ortacting the Re~ister of Wil:s and pcyfng the c"arges fer C:.:;:/fcOItiOr:. P'. copy of ~he ':Viil or Petition is attached. Signature ~--1'\ ~ Dsrte September 7, 2001 N~me HARRY M. BATURIN!, ESQUIRE 717 North Sp-r.nnd Street Harrisburg~ PA 17102 (717) ?14-?4?7 Addr~S5 Cap=dt'f; Pe~scr'al ,!:\8preE~ntative x Ccur'lsel for Fersc.nsl ReI:Jreselitatrve ,. ~Iephone .f .. : .. LAW OFFICES BATURIN & BATURIN 717 NORTH SECOND STREET HARRISBURG, PENNSYLVANIA 17102 FLOYD M. BATURIN MADELAINE N. BATURIN MONICA E. BATURIN HARRY M. BATURIN*t TELEPHONE (717) 234-2427 FACSIMILE (717) 234-7544 .L.L.M. IN TAXATION September 7, 2001 M. S. BATURIN (1891-1986) t ALSO ADMITTED TO THE BAR DISTRICT OF COLUMBIA Mr. Franklin Irvin 126 Dorsey Lane Dillsburg, PA 17019 IN RE: Estate of Nancy J. Walton, Deceased No 2001-00423 (Cumberland County) Dear Mr. Irvin: Please be advised that this office represents Richard A. Walton, Administrator of the Estate of Nancy J. Walton, Deceased. Letters of Administration were granted to him on April 27, 2001, by the Register of Wills, Cumberland County, in connection with the administration of this Estate. In accordance with the Orphans' Court Rules (Rule 5.6), we are hereby notifying you that you are a beneficiary under the Intestacy Laws of Pennsylvania and you are entitled to a specified interest in the said Estate. If you desire any further information or have any questions whatsoever, kindly contact our office. Respectfully, BATURlN & BATURIN By: ~.. (Y\. (J,p,. Harry M. Baturin Attorney for the Estate of Nancy J. Walton, deceased Richard A. Walton, Co-Executor HMB/cac cc: Richard A. Walton " . . It , ' LAW OFFICES BATURIN & BATURIN 717 NORTH SECOND STREET HARRISBURG. PENNSYLVANIA 17102 FLOYD M. BATURIN MADELAINE N. BATURIN MONICA E. BATURlN HARRY M. BATURIN*t TELEPHONE (717) 234-2427 FACSIMILE (717) 234-7544 September 7, 2001 M. S. BATURIN (1891.1986) "L.L.M. IN TAXATION t ALSO ADMITTED TO THE BAR DISTRICT OF COLUMBIA Mr. Richard A. Walton 216 S. Enola Drive Enola, P A 17025 IN RE: Estate of Nancy J. Walton, Deceased No 2001-00423 (Cumberland County) Dear Mr. Walton: Please be advised that this office represents Richard A. Walton, Administrator of the Estate of Nancy J. Walton, Deceased. Letters of Administration were granted to him on April 27, 2001, by the Register of Wills, Cumberland County, in connection with the administration of this Estate. In accordance with the Orphans' Court Rules (Rule 5.6), we are hereby notifying you that you are a beneficiary under the Intestacy Laws of Pennsylvania and you are entitled to a specified interest in the said Estate. If you desire any further information or have any questions whatsoever, kindly contact our office. Respectfully, BATURIN & BATURIN By: 9r1(\~ Harry M. Baturin Attorney for the Estate of Nancy J. Walton, deceased Richard A. Walton, Co-Executor HMB/cac cc: Richard A. Walton , . LAW OFFICES BATURIN & BATURIN 71 7 NORTH SECOND STREET HARRISBURG, PENNSYLVANIA 17102 FLOYD M. BATURIN MADELAINE N. BATURIN MONICA E. BATURIN HARRY M. BATURIN*t September 7,2001 TELEPHONE (717) 234-2427 FACSIMILE (717) 234-7544 "'L.L.M.IN TAXATION M. S. BATURIN (1891-1986) Ms. Wendy Diller RD2 Box 281B Newport, PA 17074 t ALSO ADMITTED TO THE BAR DISTRICT OF COLUMBIA IN RE: Estate of Nancy J. Walton, Deceased No 2001-00423 (Cumberland County) Dear Ms. Diller: Please be advised that this office represents Richard A. Walton, Administrator of the Estate of Nancy J. Walton, Deceased. Letters of Administration were granted to him on April 27, 2001, by the Register of Wills, Cumberland County, in connection with the administration of this Estate. In accordance with the Orphans' Court Rules (Rule 5.6), we are hereby notifying you that you are a beneficiary under the Intestacy Laws of Pennsylvania and you are entitled to a specified interest in the said Estate. If you desire any further information or have any questions whatsoever, kindly contact our office. Respectfully, BATURIN & BATURIN ~/ (1'\ ~ By: Harry M. Baturin Attorney for the Estate of Nancy J. Walton, deceased Richard A. Walton, Co-Executor HMB/cac cc: Richard A. Walton LAW OFFICES BATURIN & BATURIN 717 NORTH SECOND STREET HARRISBURG, PENNSYLVANIA 17102 FLOYD M. BATURlN MADELAINE N. BATURIN MONICA E. BATURlN HARRY M. BATURIN-t TELEPHONE (717) 234-2427 FACSIMILE (717) 234-7544 *L.L.M. IN TAXATION September 7,2001 M. S. BATURIN (1891-1986) t ALSO ADMITTED TO THE BAR DISTRICT OF COLUMBIA Ms. Linda McConnell 214 S. Enola Drive Enola, PAl 7025 IN RE: Estate of Nancy J. Walton, Deceased No 2001-0042~ (~umherland ~ollnty) Dear Ms. McConnell: Please be advised that this office represents Richard A. Walton, Administrator of the Estate of Nancy J. Walton, Deceased. Letters of Administration were granted to him on April 27, 2001, by the Register of Wills, Cumberland County, in connection with the administration of this Estate. In accordance with the Orphans' Court Rules (Rule 5.6), we are hereby notifying you that you are a beneficiary under the Intestacy Laws of Pennsylvania and you are entitled to a specified interest in the said Estate. If you desire any further information or have any questions whatsoever, kindly contact our office. RespectfUlly, BATURIN & BATURIN By: ~ f"\ ~ Harry M. Baturin Attorney for the Estate of Nancy J. Walton, deceased Richard A. Walton, Co-Executor HMB/cac cc: Richard A. Walton LAW OFFICES BATURIN & BATURIN 717 NORTH SECOND STREET HARRISBURG, PENNSYLVANIA 17102 FLOYD M. BATURIN MADELAINE N. BATURIN MONICA E. BA TURIN HARRY M. BATURIN*t TELEPHONE (717) 234-2427 FACSIMILE (717) 234.7544 September 7, 2001 *L.L.M. IN TAXATION M. S. BATURlN (1891-1986) Ms. Leslie Rhoads 11 Creekside Drive Enola, P A 17025 t ALSO ADMITTED TO THE BAR DISTRICT OF COLUMBIA IN RE: Estate of Nancy J. Walton, Deceased No 2001-00423 (Cumberland County) Dear Leslie: Please be advised that this office represents Richard A. Walton, Administrator of the Estate of Nancy J. Walton, Deceased. Letters of Administration were granted to him on April 27, 2001, by the Register of Wills, Cumberland County, in connection with the administration of this Estate. In accordance with the Orphans' Court Rules (Rule 5.6), we are hereby notifying you that you are a beneficiary under the Intestacy Laws of Pennsylvania and you are entitled to a specified interest in the said Estate. If you desire any further information or have any questions whatsoever, kindly contact our office. Respectfully, BATURIN & BATURIN By: ~p~ {r\ ~ Harry M. Baturin Attorney for the Estate of Nancy J. Walton, deceased Richard A. Walton, Co-Executor HMB/cac cc: Richard A. Walton LAW OFFICES BATURIN & BATURIN 717 NORTH SECOND STREET HARRISBURG, PENNSYLVANIA 17102 FLOYD M. BATURIN MADELAINE N. BATURIN MONICA E. BATURIN HARRY M. BATURIN*t September 7, 2001 TELEPHONE (717) 234-2427 FACSIMILE (717) 234-7544 "L.L.M. IN TAXATION M. S. BATURIN (1891-1986) Ms. Yvonne Hilbert 98 Lone Oak Drive Marysville, P A 17025 t ALSO ADMITTED TO THE BAR DISTRICT OF COLUMBIA IN RE: Estate of Nancy J. Walton, Deceased No 2001-00423 (Cumberland County) Dear Ms. Hilbert: Please be advised that this office represents Richard A. Walton, Administrator of the Estate of Nancy J. Walton, Deceased. Letters of Administration were granted to him on April 27, 2001, by the Register of Wills, Cumberland County, in connection with the administration of this Estate. In accordance with the Orphans' Court Rules (Rule 5.6), we are hereby notifying you that you are a beneficiary under the Intestacy Laws of Pennsylvania and you are entitled to a specified interest in the said Estate. If you desire any further information or have any questions whatsoever, kindly contact our office. Respectfully, BATURIN & BATURIN By: ~ f\ {;o-,b Harry M. Baturin Attorney for the Estate of Nancy J. Walton, deceased Richard A. Walton, Co-Executor HMB/cac cc: Richard A. WaIton LAW OFFICES BATURIN & BATURIN 717 NORTH SECOND STREET HARRISBURG, PENNSYLVANIA 17102 FLOYD M. BATURIN MADELAINE N. BATURIN MONICA E. BATURIN HARRY M. BATURIN*t TELEPHONE (717) 234-2427 FACSIMILE (717) 234-7544 September 7,2001 *L.L.M.IN TAXATION M. S. BATURlN (1891-1986) Mr. Scott Irvin 21 7 Bellevista Drive Marysville, P A 1 7025 t ALSO ADMITTED TO THE BAR DISTRICT OF COLUMBIA IN RE: Estate of Nancy J. Walton, Deceased No 2001-00423 (Cumberl3J1d County) Dear Mr. Irvin: Please be advised that this office represents Richard A. Walton, Administrator of the Estate of Nancy J. Walton, Deceased. Letters of Administration were granted to him on ,April 27, 2001, by the Register of Wills, Cumberland County, in connection with the administration of this Estate. In accordance with the Orphans' Court Rules (Rule 5.6), we are hereby notifying you that you are a beneficiary under the Intestacy Laws of Pennsylvania and you are entitled to a specified interest in the said Estate. If you desire any further information or have any questions whatsoever, kindly contact our office. Respectfully, BATURIN & BATURIN By: q( // V2 I ~I {Y!. ~ Harry M. Baturin Attorney for the Estate of Nancy J. Walton, deceased Richard A. Walton, Co-Executor HMB/cac cc: Richard A. Walton I . . \.- .. -.. I LAW OFFICES BATURIN & BATURIN 717 NORTH SECOND STREET HARRISBURG, PENNSYLVANIA 17102 FLOYD M. BATURIN MADELAINE N. BATURIN MONICA E. BATURIN HARRY M. BATURIN*t TELEPHONE (717) 234-2427 FACSIMILE (717) 234-7544 September 7,2001 M. S. BATURIN (1891-1986) .L.L.M. IN TAXATION t ALSO ADMITIED TO THE BAR DISTRICT OF COLUMBIA Ms. Patti Johnson 216 S. Enola Drive Enola, P A 17025 IN RE: Estate of Nancy J. Walton, Deceased No 2001-00423 (Cumberland County) Dear Ms. Johnson: Please be advised that this office represents Richard A. Walton, Administrator of the Estate of Nancy J. Walton, Deceased. Letters of Administration were granted to him on April 27, 2001, by the Register of Wills, Cumberland County, in connection with the administration of this Estate. In accordance with the Orphans' Court Rules (Rule 5.6), we are hereby notifying you that you are a beneficiary under the Intestacy Laws of Pennsylvania and you are entitled to a specified interest in the said Estate. If you desire any further information or have any questions whatsoever, kindly contact our office. Respectfully, BATURIN & BATURIN By: ~ (r\ We Harry M. Baturin Attorney for the Estate of Nancy J. Walton, deceased Richard A. Walton, Co-Executor HMB/cac cc: Richard A. Walton J -- - ~- ('.' ,'xl -- ,~-. L, ESTATE SETTLEMENT AGREEMENT RECEIPT AND RELEASE THIS AGREEMENT, made this JStDday of May, 2002, by and among: RICHARD A. WALTON, Administrator of the Estate of Nancy J. Wa1to~ *AND* RICHARD A. WALTON, FRANKLIN IRVIN, LESLIE RHOADS, P~TTI JOHNSON, LINDA McCONNELL, WENDY DILLER, YVONNE HILBERT and SCOTT IRVIN, beneficiaries by virtue of the Administration of the Estate of Gertrude E. Sersch. W I I N E S. S. E I H: WHEREAS, Nancy J. Walton died intestate on April 3, 2001; and WHEREAS, on April 27, 2001, Letters of Administration were originally granted in the Estate of Nancy J. Walton; and WHEREAS, it is understood and agreed that all debts of the Estate of Nancy J. Walton be paid from the Estate of Nancy J. Walton, and which arrangement has been approved by the five aforementioned beneficiaries; and WHEREAS, the Administrator has proceeded with the administration of said Estate and has prepared the Inheritance Tax Return and Inventory of Real and Personal Property with the required Schedules attached thereto; and WHEREAS, the parties hereto desire that the Administrator shall not be required to file a formal accounting with the Orphans' Court of Cumberland County, Pennsylvania, and that the net estate of the decedent shall be distributed without the necessity of filing said formal accounting; and - WHEREAS, it is understood that in accordance with the First and Final Account, attached hereto of each of the decedents, Richard Walton will be receiving a life estate interest in the real property with Franklin Irvin and Leslie Rhoads each receiving a 1/3 interest in the real property upon the death of Richard Walton. NOW, THEREFORE, the parties hereto intending to be legally bound hereby, mutually agree as follows: 1. The parties hereto, and each of them agree and acknowledge that they have fully and carefully examined the Inheritance Tax Return and Inventory of Real and Personal Property with the required Schedules attached thereto and the Schedule of Distribution relating thereto, and find them to be true and correct, and acceptable to the parties hereto and each of them, and further that each of them has received a copy of this Agreement and of the said Account and Schedule of Distribution. 2. The parties hereto do hereby release, remise and forever discharge the Estate of Nancy J. Walton, and Richard A. Walton, Administrator, the Estate of Nancy J. Walton, Deceased, and Harry M. Baturin, individually, Madelaine N. Baturin, individually and the law firm of Baturin & Baturin, and/or any of its individual members, attorneys for the Estate of Nancy 1. Walton of and from all manner of acts, suits, claims, accounts, accountings, debts, dues and demands whatsoever which they or any of them or their legal representatives or assigns may at any time hereafter have, against the Administrator, and/or his attorneys, the said estates or the assets thereof, from, for, touching or concerning any of the assets and property of the said estates and/or any claim or interest thereto or therein, and the administration, management, collection, sale or distribution of any of the said assets and for or on account of any money, interest income, assets or proceeds out of same, from the time of the death of the said decedents to and including the . date of this Agreement and Release. 3. This instrument is a full and final Estate Settlement Agreement by and among the parties hereto, both Fiduciary and individual, all of the same having been arrived at, concluded and executed after a full and complete disclosure of the assets of the said Estates and the rights of the parties therein and thereto and all of the parties hereto, and each of them, agrees to abide by the terms hereof. 4. The parties hereto, and each of them, agree that they will at all times in the future an whenever necessary, appropriate or convenient, make, execute and deliver to the said Administrator and! or to the other party or persons, any and all instruments, documents, conveyances, deeds, releases or other instruments of any kind necessary or convenient to carry out the intention of this Agreement and/or to permit, assist and enable the Administrator to fulfill his duties with reference to the said Estates and all of the assets thereof. 5. This Agreement constitutes the entire understanding among the parties hereto, and each of them acknowledges that no representations or statements of any kind, written or oral, have been made to them or any of them prior hereto by the Administrator or by any other person or party upon his behalf. 6. This Agreement shall inure to the benefit of and shall be binding upon the parties hereto, and each of them, their heirs, executors, administrators, successors and assigns. 7. This Agreement may be executed in multiple counterparts and, when as executed, shall be binding upon all the parties, and their respective heirs, next-of-kin, personal representatives and assigns. IN WITNESS WHEREOF, the parties hereto have hereunto set their respective hands and seals the day _and Y,ear first abOV~ A U ~-!~. #~ (SEAL) RICHARD A. W ALTON, Administrator CPJ~~~SEAL) RICHARD A. WALTON, Beneficiary D5L:~.:-/_ /7 d~ dJ/i If r ,7~:'aA,J!:t<i: /Jtl :'l~. (SEAL) FRANKLIN IRVIN, Beneficiary ")5' ~ th,\ ~~ v (SEAL) SLIE RHOADS, Beneficiary (\Sh5....1. (~~ ~ \ .-'-'.~~. . )'~~(/fi'{sEAL) PATTI JOHNSON, B neficiary ~\ (SEAL) DA McCONNELL, Beneficiary J,) ~ .~" (SEAL) YlfN . J/JL:/ Y NNE HILBERT, Beneficiary ~~ - SCOTT IRVIN, Beneficiary t)<.i.h~lv~ (SEAL) (SEAL) A . COMMONWEAL TH OF PENNSYL VANIA ) ss: COUNTY OF DAUPHIN ) ON THIS, the 1 ~day of May, 2002, before me, a Notary Public, personally appeared RICHARD A. WALTON, Administrator of the Estate of Nancy J. Walton known to me or satisfactorily proven, to be the person whose name is subscribed to the foregoing Estate Settlement Agreement Receipt and Release, and acknowledged that he executed same for the purposes therein contained. WITNESS my hand and seal the day and year aforesaid. j)~d,~Ltc NOTARY PUBLIC (SEAL) My Commission Expires: NOTARIAL SEAL DAVID A. CHUBB. Notary Public Harrisburg, Dauphin County My Commission Expires May 21 t 2006 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RICHARD A WALTON ESQUIRE 216 S ENOLA DRIVE ENOLA, PA 17025 ____un fold ESTATE INFORMATION: SSN: 204-30-9687 FILE NUMBER: 2101-0423 DECEDENT NAME: WAL TON NANCY J DATE OF PAYMENT: 07/17/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 04/03/2001 NO. CD 001414 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $12.61 I I I I I I I I TOTAL AMOUNT PAID: $12.61 REMARKS: RICHARD A WALTON C/O HARRY M BATURIN ESQUIRE CHECK# 685 SEAL INITIALS: VZ RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT HARRY M BATURIN ESQUIRE 717 N SECOND STREET HARRISBURG, PA 17101 -------- fold ESTATE INFORMATION: SSN: 204-30-9687 FILE NUMBER: 2101-0423 DECEDENT NAME: WALTON NANCY J DATE OF PAYMENT: 05/09/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 04/03/2001 NO. CD 001155 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $610.04 I I I I I I I I TOTAL AMOUNT PAID: $610.04 REMARKS: RICHARD A WALTON C/O HARRY M BATURIN ESQUIRE CHECK# 653 SEAL INITIALS: DO RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS / i:. ..;;.~ '/ - / ~ BUREAU OF INDIVIDUAL TAXES / INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT 1 ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX -'/ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNJ(f ACN HARRY M BATURIN ESQ BATURIN & BATURIN 717 N 2ND ST HBG PA 17102 06-24-2002 WALTON 04-03-2001 21 01-0423 CUMBERLAND 101 REV-1547 EX AFP CDl-02) NANCY J !, Amount Remitted .. ."- MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=is4-j-EX--AFP--(('-f=02i--NCfficE--OF-'fNHEiiiTAN-CE-'~fAjrAPPRAisEMENT:--Aii-oWAifCE-[fR-------------- --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WALTON NANCY J FILE NO. 21 01-0423 ACN 101 DATE 06-24-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) 76,500.00 .00 .00 .00 .00 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 10/443.37 7.943.75 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 76/500.00 (11) (12) (13) (14) 18.387 12 58/112.88 .00 58/112.88 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. NOTE: I~ an assessment was issued previously, lines re~lect ~igures that include the total o~ ALL ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: 44/556 .44 X 00 = 13/556.44 X 045 = .00 X 12 = .00 X 15 = (19)= .00 610.04 .00 .00 610.04 I n I ....n I I(c\,cJ.rl (+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-09-2002 CDOO1155 .00 610.04 BALANCE OF UNPAID INTEREST/PENALTY AS OF 05-10-2002 TOTAL TAX CREDIT 610.04 BALANCE OF TAX DUE .00 INTEREST AND PEN. 12.61 TOTAL DUE 12.61 . IF PAID AFTER DATE INDICATED 1 SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) - ~~---~ .. - -- -~" .__."._ _" ~" ~V _ _ " _ - .........._-__~ --- ___ - - - - - - ---- - - - --- _!'Q. - ~~J!,[~R1JY _ _'_ -!:~]I_li~ ~ }_'t~~ !I_'t J~~'-.I:. _~9Ji,[~} _~~tI~_~ _ ='9__~;>> }AQ~__t ~ g: J_Q l__~-=::! __~ ~ _ _ _:-wr. ~ _ ~:.. ~_ ~ ~ saHO~3H HnOA HO~ NOI!HOd H3M01 NIV!3H ~10Ll ~d 131SI1~VJ 3snOH l~nOJ OJ aNV1~3HWnJ SllIM ~o ~31SIa3~ =O! !N3WAVd !IW3H aNY 31SVAVd ~~3H~ 3~VW i'/)'C! pe:n. p.eH ~unollV r 101 aN~1~3HWnJ ~2~0-10 12 1002-~0-~0 N011~M 2002-~2-90 AJNVN (ZO-to I d~' X~ L~Sl-A~H J '* N~V A!NnO~ H3swnN 31I~ H!V3a ~o 3!Va ~O 3!V!S3 3!Va XV~ ~o ~N3WSS3SSV ONV SNOI~3n030 ~o 33NVMOllVSIO HO 33NVMOllV I~N3W3SIVHddV xv~ 33NV~IH3HNI ~o 33I~ON 3nNiAiH ~o !NiW!HVdia VINVA1ASNNid ~o H!1ViMNOWWO~ ....... 3NI1 SIH! 9N01V !n~ 20lLI Vd aHH lS aN2 N LIL NI~n1VH s NI~n1VH bS3 NI~n1VH w A~~VH 1090-9Z1l1 Vd '9~ngSI~~VH 10909Z "ld30 NOISIAIO XVl 3JNVlI~3HNI S3XV~ lVnOI^IONI ~o nV3Hns /6 -F;r:;2;27- / ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG. PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' REY-1607 EX AFP (01-02l HARRY M BATURIN ESQ BATURIN & BATURIN 717 N 2ND ST HBG PA' 17102 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-26-2002 WALTON 04-03-2001 21 01-0423 CUMBERLAND 101 NANCY J Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-V: i'6rfj-Ex--AFP-(c.-f:021-------...--iNi..-ERi'fANcE--TAX--STA-fEMENT-cfF"-Accouiff--.-i.---------------- -- - -- ESTATE OF WALTON NANCY J FILE NO.21 01-0423 ACN 101 DATE 08-26-2002 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-24-2002 P R I N C I PAL TAX DU E : .................................................................................................................................................................................... 610.04 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-09-2002 CDOOl155 .00 610.04 07-17-2002 CDOO1414 12.61- 12.61 TOTAL TAX CREDIT 610.04 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 .. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) CJ PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF V THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: NANCY J. WAI.,TON APRIL 3, 2001 Estate No.: 2001-00423 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes XX No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: (date) 3. If the answer to No. 1 is yes, state the following: A. Did the personal representative file a final account with the court? Yes XX No B. The separate Orphans' Court No. (if any) for the personal representative's account is: (Not Applicable in Dauphin County) C. Did the personal representative state an account informally to the parties in interest? Yes XX No D. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. / ~- Date: ~'al~h Signature Harry M. Baturin, Rsquire Name (Please type or print) 717 North Second Street, Harrisburg, P A 17102 Address 717-234-2427 Telephone No. Capacity: Personal Representative xx Counsel for Personal Representative R~V_'500EX+(1_97) ~_ ..~~ COMMONWEALTH OF PENNSYlV.o..NlA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG. PA 17128-0601 DECEDENT'S NAME (lAST,RRST, ANDt-.4IDDLf INITIAl) use ablSnk block to S,8JllWalewords I- Z W C W U W C REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT Wa Nan c MTE OF OEP.TH OFFICIAL US50NL Y c ton SOCIAL SECURITY NUMBER I FILE NUMgelt 2 1 0 CQTYCOOE NUMefR ~?~ 4 2 3 1 0 'I'l!AR J o DATE OF BIRTH 1 0 10 3 9 4 0 2 .0 4 - 3 0 - 9 6 8 7 o 4 /0 3 2 0 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER w .... ~$(/) u"'''' w"u ,,00 og:af .. <( .... z w c z o .. II) w '" '" o u z o ~ ...J ;:) l- ii: <( u W 0:: z o ~ ~... ...=> 0- lE o c.J 7 o 2. Supplemental Retum o 4a. Future Interest Compromise (dateofdeathaflerlZ.12-82) o 7. Decedent Maintained a Living Trust (Attach cop~ of Trust) o 10. Spousal Poverty Credit {wofdeatbbeWMn 12-31-91 and 1.1-%) .!!l4l1ll'il! ;~~ <CiII' o 3. Remainder Return (date 01 death prior to 12-13-82) o 5. Federal Estate Tax Return Required Q... 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113{A) [A""" So" 0) iilll"ililEi'crFeDTiiI: 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule OJ 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or l) 8. Total Gross Assets (total lines H) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage liabilities, & liens (Schedule I) 11. Total Deductions (total lines g & 10) (1) (2) (3) (4) (5) (6) (7) Harrisbur 7 6 5 0 0 0 0 0 . Q~ D ... .. ~- ~ 0 . q:; 16 i"<' ,: 0 .,0 0 0 0 0 PA 17102 OFFICIAL USE ONLY d 1'", ~. I G' (B) (9) 1 0 ,4 4 3 . 3 7 (10) iJ. 7 , 9 4 3 .,7 5 (11) r P6,500.00 2 8 3 8 7 :' 5 8 ,1 2 0 8 8 o 0 (12) (13) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) , (14) 5 8 ,1 2 .8 8 15. Amount of line 14 taxable 4 4 5 at the spousal tax rate ' :; See instructions on reverse side for appUcablepercentaqe 16. Amount of line 14 taxable aI4.5% rate 17. Amount of Une 14 taxable at15%rate 1 3 I 5 5 5 o o .0 0 18. Tax Due 4 4 6 x (15) 6 x .045 (16) (17) (IB) o .0 0 , 6 1 0 o 4 4 4 x .15 , 'f)'fJ 1DI'>' Decedent's ComDlete Address: STREET ADDRESS 216 S. Enola Drive CITY I STATE I ZIP Enola PA 17025 . ' , Tax Payments and Credits: 1. Tax Due (Page 1 Line 18) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 0.00 0.00 0.00 0.00 Total Credits (A + B +C) (2) 0.00 3. InteresUPenalty if applicable O. Interest E. Penalty TotallnteresUPenalty (0 + E) (3) 4. If line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 19 to request a refund (4) 5. If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ..............................................................0 lRl b. retain the right to designate who shall use the property transferred or its income; .................0 lRl c. retain a reversionary interest; or ..............................................................................................0 lRl d. receive the promise for life of either payments, benefits or care? ...........................................0 00 2. If death occurred on or before December 12. 1982. did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12.1982. did decedent transfer property within one year of death without receiving adequate consideration? ............................................................................................... 0 lRl 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ....................................................................................................................... 0 lRl 4. Did decedent own an individual retirement account. annuity. or other non-probate property? ..... 0 lRl If THE ANSWER TO ANY Of THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART Of THE RETURN 72 P.S. ~9118 (a) (1.1) (i) provided for the reduction of the tax rate imposed on the net value of transfers to or for the use of the surviving spou.e from 6% to 3% for dates of death on or after July 1. 1994 and before January 1. 1995. 72 P.S. ~9116 (a) (1.1) (ii) provided for the reduction of the rate imposed on the net value of transfers to or for the use of the surviVing spouse from 3% to 0% for dates of death on or after January 1, 1995. The statute does not exemot a transfer to a surviVing spouse from tax. and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. FOR DATES Of DEATH ON OR AFTER JANUARY 1, 1995 - Please answer the following question by placing an "x" in the appropriate space. Did the decedent create a trust or similar arrangement which is soley for the surviving spouse's benefit for his or her entire lifetime? Yes 0 No lRl If you answered yes to the above question, the tax on the trust or similar arrangement is postponed until the death of the second spouse. at which time it will be fully taxable at the rate(s) applicable to the remainder beneficiary(ies). Enter the value of the trust on Schedule J, Part iI. in order to remove it from the calculation of the tax due in this estate. You may wish to file Schedule 0 in order to make the election available under Section 9113. If the election is made, the trust or similar arrangement is taxed in the estate of the first decedent spouse, the portion of the trust or similar arrangement which benefits the surviving spouse is taxed at the zero tax rate. and the remainder is taxed at the rate(s) applicable to the remainder beneficiary(ies). If you choose to make the election. you must attach Schedule 0 to a timely-filed tax return, along with Schedule(s) K andior M in order to show the apportionment of the trust or similar arrangement between the surviving spouse and the remainder beneficiary(ies). R~-1502EX"II-97) ~~_ ,.~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN T SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Walton. Nancv J 21 01 0423 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorshill must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 76,500.00 216 S. Enola Drive, Enola, P A 17025 Held solely in the decedent's name TOTAL (Also enteron line 1, Recapitulation) $ (If more space Is needed, insert additional sheets of the same size) 76500.00 <",.m.",,!. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RE ID TDE NT ESTATE OF Walton Nancv J All property jointly-owned with right of survivorship must be disclosed on Schedule F. SCHEDULE B STOCKS & BONDS FILE NUMBER 21 01 0423 DESCRIPTION VALUE AT DATE OF DEATH ITEM NUMBER 1. N/A 0.00 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, Insert additional sheets of the same size) 0.00 ,~""",;(",, '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN R 1 ENlOE NT ESTATE OF Walton Nancv J. SCHEDULE C CLOSELY -HELD CORPORATION. PARTNERSHIP or SOLE-PROPRIETORSHIP FILE NUMBER 21 01 0423 Schedule C-1 or C-2 (Including all supporting information) must be attached for each closely-held corporation/partnership interest of the decedent, other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships. OESCRIPTlON ITEM NUMBER 1. N/A VALUE AT DATE OF DEATH 0.00 TOTAL (Also enter on line 3. Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 0.00 . '".w,,,.,,.,.'. COMMONWEALTH OF PENNSYLVANIA INHERITA.~CE TAX RETURN RESIOENT DECEDENT SCHEDULE C-1 CLOSELY-HELD CORPORATE STOCK INFORMATION REPORT ESTATE OF Walton Nancv J. FILE NUMBER 21 01 0423 State State of Incorporation Date of Incorporation Total Number of Shareholders Business Reporting Year I. Name of Corporation Address City 2. Federal Employer 1.0. Number 1 Type at Business Zip Code Product/Service 4. TYPE TOTAL NUMBER OF NUMBER OF SHARES VALUE OF THE STOCK Voting / Non-Voting SHARES OUTSTANDING PAR VALUE OWNED BY THE DECEDENT DECEDENT'S STOCK Common $ Preferred $ Provide all rights and restrictions pertaining to each class of stock. 5. Was the decedent employed by the Corporation? If yes, Position DYes 0 No Annual Salary $ Time Devoted to Business 6. Was the Corporation indebted to the decedent? If yes. provide amount of indebtedness $ 7. Was there life insurance payable to the corporation upon the death of the decedent? 0 Yes 0 No If yes. Cash Surrender Value $ Net proceeds payable $ DYes o No Owner 01 the policy 8. Did the decedent sell or transfer stock of this company within one year prior to death or within two years if the date of death was prior to 12-31.Jl2? DYes 0 No If yes, 0 Transfer 0 Sale Number of Shares Transferee or Purchaser Attach a separate sheet lor additional translers andlor sates. 9. Was there a written shareholders agreement in effect at the llme of the decedenfs death? If yes, provide a cepy of the agreement Consideration $ Date DYes o No 10. Was the decedent's stock sold? DYes 0 No If yes, provide a copy of the agreement of sale, etc. 11. Was the corporation dissolved or liquidated afterthe decedenfs death? 0 Yes 0 No II yes, provide a breakdown of distributions received by the estate. including dates and amounts received. 12. Did the corporation have an interest in other cerporations or partnerships? 0 Yes 0 No If yes, report the necessary information on a separate sheet, including a Schedule C-l or Co2 for each interest THE i"OLLOW1NG INFOR'-1ATION MUST BE $I.1BMlTtl!DWITH 'l'HISSCHEDULE A. Detailed calculations used in the valuation of the decedent's stock. B Complete copies of financiat statements or Federal Corporate Income Tax returns (Form 1120) for the year of death and 4 preceding years. C. If the corporation owned real estate, submit a list showing the cemplete address/es and estimated fair market value/s. If real estate appraisals have been secured, attach copies. D. List of principal stockholders at the date of death. number of shares held and their reletionshlp to the decedent E. List of officers, their salaries. bonuses and any other benefits received from the corporation. F. Statement of dividends paid each year. Ust those declared and unpaid. G. Any other information relating to the valuation of the decedent's stock. REV.1506EX+;1-97)~_ ,.~ COMMONWEALfH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE C-2 PARTNERSHIP INFORMATION REPORT FILE NUMBER 21 01 0423 ESTATE OF Walton Nancv J. 2. 3. 4. 1. Name of Partnership Address City Federal Employer 1.0. Number Type of Business Decedent was a D General D Date Business Commenced Business Reporting vear State Zip Code Product/Service Limited partner. If decedent was a iimited partner, provide initial investment $ 5. PERCENT OF PERCENT OF BALANCE OF PARTNER NAME INCOME OWNERSHIP CAPiTAL ACCOUNT A. B. C. D. 6. Value of the decedent's interest $ 7. Was the Partnership indebted to the decedent? If yes, provide amount of indebtedness $ D ves D No 8. Was there life insurance payable to the partnership upon the death of the decedent? D ves "yes, Cash Surrender Value $ Net proceeds payable Owner of the policy 9. Did the decedent sell or transfer an interest in this partnership within one year prior to death or within two years ilthe date 01 death was prior to 12-31-82? D ves D No If yes, D Transfer D Sale Percentage transferred/sold Transferee or Purchaser Consideration $ Date Attach a separate sheet for additional transfers and/or sales. D No $ 10. Was there a written partnership agreement in effect at the time of the decedent's death? If yes, provide a copy of the agreement. D ves D No 10. Was the decedent's partnership interest sold? If yes, provide a copy of the agreement of sale, etc. 11. Was the partnership dissolved or liquidated after the decedent's death? D ves D No If yes, provide a breakdown of distributions received by the estate, including dates and amounts received. D ves D No 12. Was the decedent related to any of the partners? D ves D No If yes, explain 13. Did the partnership have an Interest in other corporations or partnerships? D ves D No If yes, report the necessary information on a separate sheet, including a Schedule C-l or C-2 for each interest THE I'(!JLLOWIKG IKl'(!JRIIo1"'1I'lQtUO"Us:r1lil S\ll!IMlrntIHl WITH THIS.SCtlEDULE A. Detailed calculations used in the valuation of the decedenf's partnership interest. B. Complete caples of financial statements or Federal Partnership Income Tax retums (Form 1065) for the year of death and 4 preceding years. C. If the partnership owned real estate, submit a iist showing the complete address/es and estimated fair market value/s. If real estate appraisals have been secured, attach copies. D. Any other information relating to the valuation of the decedenfs partnership interest. '~"""'."'.. COMMONWEALTH OF PENNSYLVANIA INHERIIANCE TAX RE,URN RESIDENT DECEDENT SCHEDULE D MORTGAGES & NOTES RECEIVABLE ESTATE OF Walton Nancy J. All property joinlly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. FILE NUMBER 21 01 0423 DESCRIPTION VALUE AT DATE OF DEATH N/A 0.00 TOTAL (Also enter on line 4. Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 0.00 ",.,."",".9;'. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Walton Nancv J FILE NUMBER 21 01 0423 Include the prOCP.eds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH NIA 0.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, Insert additional sheets of the same size) 0.00 ~""~m."~,, *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF Walton Nancv J If an asset was made joint within one year of the decedenfs date of death, it must be reported on Schedule G. FILE NUMBER 21 01 0423 SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. B c JOINTLY -OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY II OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial inslilutlon and bank account number or similar identifying number. Attach DATE OF DEATH DECO'S VALUEQF NUMBER TENANT JOINT deedforjOinUy-held realeslale. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. N/A 0.00 0.00 TOTAL (Also enter on line 6, Recapitulation) $ 0.00 (If more space IS neooed, Insert additional sheets of the same sIZe) FRBI-1510EX.+l1'97)~~ .~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Walton. Nancv J. FILE NUMBER 21 01 0423 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY %OF ITEM INCLUDETHENAMEOFTHETAANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TfWISFER. DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE NUMBER ATTACH A COPY OFTHE DCEO FOR REA!. ESTATE VALUE OF ASSET INTEREST (IF APPLICABLE) 1. N/A 0.00 0.00 TOTAL (Also enter on line 7, Recapitulation) $ 0.00 (If more space is needed, insert additional sheets of the same size) "EV"'''''''''I''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Walton Nancv J 21 01 0423 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1- Sullivan Funeral Home 5,159.80 2. Rolling Green Cemetery Company 885.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (5) Richard A. Walton So~al Secunty Numbe~') I EIN Number of Personal Representative(,) Street Address 216 S. Enola Drive City Enola State PA Zip 17025 Year{s) Commission Paid: 2. Attorney Fee' Baturin & Baturin 3,825.00 3. Family Exemption: (If decedenfs address is not the same as c1aimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fee, Cumberland County - Register of Wills 126.00 5. Accountanfs Fees 6. Tax Return Preparer's Fees 7. Cumberland County - Register of Wills (fee for copies) 0.50 8. The Sentinel (legal publication) 97.07 9. Cumberland Law Journal (legal publication) 75.00 10. L.G. Connor Real Estate Appraisers, Ltd. 275.00 TOTAL (Also enter on line 9, Recapitulation) $ 10443.37 (If more space is needed, insert addmonal sheets of the same size) lEV,"''''''''''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESID~NT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF Walton. Nancv J. FILE NUMBER 21 01 0423 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 Pinnacle Health Hospitals Account #210210226 2. Pinnacle Health Hospitals Account #210188571 3. Pinnacle Health Hospitals Account #210209852 4. Heritage Diagnostic Center BiIling date of 2/6/2001 5. Watkin, Freshman & Nipple BiIling date of3/21/2001 6. Heritage Diagnostic Center BiIling date of 2/23/2001 7. BiIling as of January 1,2001 8. Gilfert & Gold BiIling as of 8/912000 9. Holy Spirit Hospital Account #15886807 10. Associated Cardiologists BiIling as of 2/7/200 I II. Harrisburg Gastroenterology, LTD. Account #18424 (I) 12. BiIling as of 1117/2000 13. Lowe's Account #82220390107926 14. Good Hope Family Physicians Account #204-30-96887 542.37 2,046.85 492.62 57.54 135.00 197.40 30.00 275.00 170.24 54.00 895.16 135.21 2,640.20 272.16 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, Insert additional sheets of the same size) 7943.75 FEV."m""~7). COMMONWEALTH OF PENNSYLVANIA INHERJTANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER W"ltnn "nr.v.1 ?1 n1 n4?"l RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE L TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1. Richard A. Walton Husband 216 S. Enola Drive Enola, P A 17025 2. Franklin Irvin Son 126 Dorsey Lane Dillsbnrg, PA 17109 3. Wendy Diller Daughter R.D. #2, Box 281B Newport, PA 17074 4. Linda McConnell Daughter 214 S. Enola Drive Enola, P A 17025 5. Lesle Rhoads Daughter 11 Creekside Drive Enola, P A 17025 6. Yvonne Hilbert Daughter 98 Lone Oak Drive Marysville, P A 17025 7. Scott Irvin Son 217 Bellevista Drive Marysville, P A 170025 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. N/A 0.00 1 OTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00 (If more space is needed, insert additional sheets of the same size) ""'''Im.'..''',* COMMOtJWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE K LIFE ESTATE, ANNUITY & TERM CERTAIN Check Box 4 on Rev-1500 Cover Sheet FILE NUMBER Walton Nancv J 21 01 0423 This schedule is to be used for all single life, joint or successive life estate and term certain calculations, For dates of death prior to 5-1-89, actuarial factors for single life calculations can be obtained from the Department of Revenue, Speciaity Tax Unit. Actuarial factors can be found in IRS Publication 1457, Actuarial Values, Alpha Volume for dates of death on or after 5-1-89, Indicate the type of instrument which created the future interest below and attach a copy to the tax return, D Will D Intervivos Deed of Trust D Other 1"f1f!ll1Sif:~1'EJN"!!RIaSl"l!)Jil.:l:I'!iI~'I!IIil\ll NAME(S) OF NEAREST AGE AT TERM OF YEARS LIFE ESTATE IS LIFE TENANTIS\ DATE OF BIRTH DATE OF DEATH PAYABLE N/A o Life or o Term of Years _ o Life or o Term of Years _ o Life or o Term of Years _ o Life or o Term of Years _ 1, Value of fund from which life estate is payable 2, Actuarial factor per appropriate table Interest table rate - D 3 1/2% D 6% D 10% D Variable Rate 3, Value of life estate (Line 1 multiplied by Line 2) ANI'IDIil"t'ijN~f!~\l'il!)Ji~\\i\;l!iAtliN" $ 0,00 % $ 0,00 NAME(S) OF NEAREST AGE AT TERM OF YEARS ANNUIT ANTIS) DATE OF BIRTH DATE OF DEATH ANNUITY IS PAYABLE OLifeorOTermofYears _ o Life or OTermofYears _ OLifeorOTermofYears _ o Life or o Term of Years _ 1, Value of fund from which annuity is payable 2, Check appropriate block below and enter corresponding (number) Frequency of payout - D Weekly (52) D Bi-weekly (26) o Quarterly (4) D Semi-annually (2) D Annually (1) 3, Amount of payout per period 4, Aggregate annual payment. Line 2 multiplied by Line 3 5, Annuity Factor (see instructions) Interest table rate D 31/2% D 6% D 10% DVariable Rate 6, Adjustment Factor (see instructions) 7, Value of annuity - If using 3 1/2%, 6%, 10%, or if variable rate and period payout is at end of period, calculation is : Line 4 x Line 5 x Line 6 if using variable rate and period payout is at beginning of period, calculation is : (Line 4 x Line 5 x Line 6) + Line 3 $ NOTE: The values of the funds which create the above future interests must be reported as part of the estate assets on Scheduler, A through G of this tax return, The resulting life or annuity interest(s) should be reported at the appropriate tax rate on Lines 13, 15, 16 and 17, $ 0,00 D Monthly (12) DOther( ) $ 0,00 0,00 % 0,00 0,00 $ 0,00 (If more space is needed, insert additionai sheets of the same size) REV.1'644 EX + (J.84) *' INHERITANCE TAX SCHEDULE "L' COMMONWEALTH OF PENNSYLVANIA REMAINDER PREPAYMENT OR INVASION INHERITANCE TAX RETURN RESIDENT DECEDENT OF TRUST PRINCIPAL FILE NUMBER 21 01 0423 I. Estate of .. N,m"vl (lost Nama) (First Name) (Middle Initial) This schedule is appropriate only for estates of decedents dying on or before December 12, 1982. This schedule is to be used for all remainder returns when on election to prepay has been filed under the provisi 01 Section 714 of the Inheritance and Estate Tax Act of 1961 or to report the invasion 01 trust orincioal. II. Remainder Prepayment: A. Election to prepay filed with the Register of Wills on (attach copy 01 election) (Date) 8. Name(s) of Life Tenant(s) Date of Birth Age on date Term of years income or Annuitant(s) of eledion or annuity is payable C. Assets: Complete Schedule L-l 1. Real Estate $ 0.00 2. Stocks and Bonds $ 0.00 3. Closely Held Stock/Partnership $ 0.00 4. Mortgages and Notes $ 0.00 5. Cash/Misc. Personal Property $ 0.00 6. Total from Schedule L-' $ 0.00 D. Credits: Complete Schedule L-2 1. Unpaid Liabilities $ 0.00 2. Unpaid Bequests $ 0.00 3. Value 01 Unincludable Assets $ 0.00 4. Total from Schedule L-2 $ 0.00 E. Total value of trust assets (Line C-6 minus Line 0-4) $ 0.00 F. Remainder factor (see Table I or Table II in Instruction Booklet) 0.00 G. Taxable Remainder value (Line E x Line F) $ 0.00 (Also enter on Line 7. Recaoitulation\ III. Invasion of Corpus: A. Invasion of corpus (Month, Day, Year) B. Name(s) of Lile Tenant(s) Date of Birth Age on date Term of years income or Annuitant(s) corpus consumed or annuity is payable C. Corpus consumed $ 0.00 D. Remainder factor (see Table I or Table II in Instruction booklet) $ 0.00 E. Taxable value of corpus consumed (Line C x Line OJ $ 0.00 (Also enter on Line 7, Recapitulation) ons R~V.l~45 EX + (3-84) INHERITANCE TAX SCHEDULE L- 1 COMMONWEALTH OF PENNSYLVANIA REMAINDER PREPAYMENT ELECTION INHERITANCE TAX RETURN RESIDENT DECEDENT -ASSETS- FILE NUMBER 21010423 I. Estate of W"lton.N , (La$1 Name) (first Name) (Middle Initial) II. Item No. Oescriotion Value A. Real Estate (please describe) N/A 0.00 Total value of real estate $ 0.00 (include on Section II, Line C-l on Schedule Ll B. Stocks and Bonds (please list) N/A 0.00 Total value of stocks and bands $ 0.00 (include on Section II, Line C-2 on Schedule Ll C. Closely Held Stock/Partnership (attach Schedule C- 1 and/or C-2) (please list) N/A 0.00 Total value of Closely Held/Partnership $ 0.00 (include on Section II, Line C-3 on Schedule L) D. Mortgages and Notes (please list) N/A 0.00 Total value of Mortgages and Notes $ 0.00 (include on Section II, Line C-4 on Schedule LI E. Cash and Miscellaneous Personal Property (please list) N/A 0.00 Total value of Cash/Misc. Pers. Property $ 0.00 'include on Section II Line C-5 on Schedule L\ III. TOTAL (Also enter on Section II, Line C-6 on Schedule LI $ 0.00 (If more space is needed, attach additional 8'h x 11 sheets.) REV.1646 EX + (3-84) INHERITANCE TAX *' SCHEDULE l-2 COMMONWEAlTH OF PENNSYLVANIA REMAINDER PREPAYMENT ELECTION INHERllANCE TAX RETURN -CREDITS- FILE NUMBER 21 01 0423 RESIDENT DECEDENT I. Estate of N"n"v.1 (last Name) (First Name) (Middle Initial) II. Item No. Description Amount A. Unpaid Liabilities Claimed against Original Estate, and payable from assets reported on Schedule L-l (please list) N/A 0.00 Total unpaid liabilities $ 0.00 ii~c1ude on Section II, Line 0-1 on Schedule L) B. Unpaid Bequests payable from assets reported on Schedule L-l (please list) N/A 0.00 Total unpaid bequests $ 0.00 iinclude on Section II, Line 0-2 on Schedule Ll C. Value of assets reported on Schedule l-l (other than unpaid bequests listed under "811 above) that are not included for tax purposes or that do not form 0 port of the trust. Computation as follows: N/A 0.00 Total unincludable assets $ 0.00 {include on Section II, Line 0-3 on Schedule Ll III. TOTAL (Also enter on Section II, Line 0-4 on Schedule L) $ 0.00 (If more space is needed, attach additional BV, x 11 sheets.) ''''"''''''.,,'/}'* COMMOI'4WEALTH OF PENNSYLVANIA INHERITANCE T fiX RETURN RESIDENT DECEDENT SCHEDULE M FUTURE INTEREST COMPROMISE ESTATE OF Check Box 4a on Rev-1500 Cover Sheet FILE NUMBER Walton. Nancv J 21 01 0423 This schedule is appropriate only for estates of decedents dying after December 12, 1982. This schedule is to be used for all future interests where the rate of tax which will be applicable when the future interest vests in possession and enjoyment cannot be established with certainty. Indicate below the type of instrument which created the future interest and attach a copy to the tax return. o Will 0 Trust 0 Other I. Beneficiaries NAME OF I AGE TO BENEFICIARY RELATIONSHiP DATE OF BiRTH NEAREST BIRTHDAY 1. 2. 3. 4. 5. II. For decedents dying on or after July 1, 1994, if a surviving spouse exercised or intends to exercise a right of withdrawal within 9 months of the decedenrs death, check the appropriate block and attach a copy of the document in which the surviving spouse exercises such withdrawal right. o Limited right of withdrawal o Unlimited right of withdrawal III. Explanation of Compromise Offer: IV. Summary of Compromise Offer: 1. Amount of Future Interest $ 2. Value of Line 1 exempt from tax as amount passing to charities, etc. (also include as part of total shown on Line 13 of Cover Sheet) $ 3. Value of Line 1 passin9 tooouse at apprOriate tax rate Check One 6%, D 3%, 0% (also include as part of total shown on Line 15 of Cover Sheet) $ 4. Value of Line 1 Taxabie at 6% Rate (also inciude as part of totai shown on Line 16 of Cover Sheet) $ 5. Value of Line 1 Taxable at 15% Rate (also include as part of totai shown on Line 17 of Cover Sheet) $ 6. Total value of Future Interest (sum of Lines 2 thru 5 must equal Line 1) $ (If more space is needed, insert additional sheets of the same size) ,REV-1648E~(l-921 . SCHEDULE N SPOUSAL POVERTY CREDIT COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX DIVISION (AVAILABLE FOR DECEDENTS DYING AFTER 12131/91) ESTATE OF I FILE NUMBER Walton Nancv.J . 21 01 This schedule must be completed and filed if you checked the spousal poverty credit box on the cover sheet. 0423 PART I - CALCULATION OF GROSS ESTATE ................................................ 1- 76500.00 ................................................ 2_ ................................................ 3_ ................................................ 4_ . . . . . . . . . . . . . . . . . . . . . . . . . . . . ................... 5. 6a, 6b, i 6c_ 6d_ ................................................ 6_ 7_ 76500_00 ................................................ 8_ o . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ................................................ 9_ 76,500_00 im the credit. If not, continue to Part II. PART II - CALCULATION OF JOINT EXEMPTION INCOME - (Attach copies of Federal Individual Income Tax Returns for decedent and spouse I Income: 1. TM YEAR, 19 2_ TM YEAR: 19 3_ TM YEAR: 19 0_ Spouse. . . . . . . . . . . . . . . . . . . . . . . 10. 20_ 30_ b. Decedent --- .................. I b_ 2b. 3b. c. Joint ............................. Ie. 2c. 3c. d. Tax Exempt Income ........ Id_ 2d_ 3d. e_ Other Income not listed above ............. Ie. 2._ 3._ f_ Total ............................. If. 21. 31. 1. Taxable Assets total from line 8 (cover sheet) ............................ 2. Insurance Proceeds on Life of Decedent ................................... 3. Retirement Benefits ........................................................,..,..... 4. Joint Assets with Spouse ..........."......................................."... 5. PA Lottery Winnings ............................................................... 6a. Other Nontaxable Assets: Ust (Attoch schedule if necessary) .. 6_ SUBTOTAL (Lines 60, b, c, d) __________________________________________________ 7. Total Gross Assets (Add lines 1 thru 6) _____________________________________ 8. Totol Actual Liabilit'les ............,................................................ 9_ Net Value of Estate (Subtract line 8 from line 71 _________________________ If line 9 is greater than $200,000. STOP. The estate is not eligible to cia 4. Average Joint Exemption Income Calculotion 4a. Add Joint Exemption Income from above: (In + (2n + i3n = (+ 3) 4b. Average Joint Exemption Income ..........................................,................................................. ;: If line 4(b) is greater than $40,000 - STOP, The estate is not eligible to claim the credit If not, continue to Part III. PART III - CALCULATION OF SPOUSAL POVERTY CREDIT FOR RESIDENT AND NONRESIDENT ESTATES 1. Insert amount of taxable transfers to spouse or $100,000, whichever is less .........".............."..". 1. 2. 3. Multiply by credit percentage (see instructions) ..........................."............................................. This is the amount of the Resident Sp.ousal Poverty Credit. Include this figure in the calculation of total credits on line 18 of the cover sheet. ................................................." For Nonresidents, enter the ratio of the decedent's gross estate in PA to the value of the decedent's gross estate. ..... ..... ... ..,.. ..... ..... ." .,. ... ..... ." ." ... ......., .,. ... ... ......" ... .............. ,... ......... Multiply line 3 by line 4 and enter the total here. This is the amount of the Nonresident Spousal Poverty Credit. Include this figure in the calculation of total credits on line 18 of the cover sheet. 2_ 3_ 4_ 5. 4_ 5_ """',,,:'''''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ReSlDENi DECEDENT SCHEDULE 0 ELECTION UNDER SEC. 9113(A) SPOUSAL DISTRIBUTIONS ESTATE OF FILE NUMBER Walton Nancv J 21 01 0423 Do not complete this schedule unless the estate is making the election to tax assets under Section 9113(A) of the Inheritance & Estate Tax Act. If the election applies to more than one trust or similar arrangement, a separate form must be fiied for each trust. This election applies to the Trustlmarital, residuai A, B, By-pass, Unified Credit, etc.). It a trust or similar arrangement meets the requirements of Section 9113(A), and: a. The trust or similar arrangement Is listed on Schedule 0, and b, The value of the trust or similar arrangement is entered in whoie or in part as an asset on Schedule 0, then the transteror's personal representative may specificaliy identify the trust (ali or a fractional portion or percentage) to be included in the election to have such trust or similar property treated as a taxabie transfer in this estate, If less than the entire value of the trust or similar property is included as a taxable transfer on Schedule 0, the personal representative shall be considered to have made the eiection oniy as to a fraction of the trust or similar arrangement. The numerator of this fraction is equal to the amount of the trust or similar arrangement included as a taxable asset on Schedule 0, The denominator is equal to the total value of the trust or similar arrangement. PART A: Enter the description and value of all interests, both taxable and non-taxable, regardless of location, which pass to the decedent's survivin s ouse under a Section 9113 A trustorsimilararran emen!. DESCRIPTION VALUE Part A Total $ PART B: Enter the descri tion and value of all interests included in Part A for which the Section 9113 A election to tax is bein made, DESCRIPTION VALUE Part B Total (If more space is needed, insert additional sheets of the same size) Continuation of REV.1500 Inheritance Tax Return Resident Decedent Walton, Nancy J. 21 01 0423 PaQe 1 Schedule J . Beneficiaries. 1 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(sl OF ESTATE I TAXABLE DISTRIBUTIONS (include outright spousal distributions} 8. Patti Johnson Daughter 216 S. Enola Drive Enola, PA 17025 File No. 02-510 March 5, 2002 L. G. Connor Real Estate Appraisers, LTD 2159 Market Street Camp Hill, PA 17011 Mr. Harry Baturin, Esquire 717 N. Second Street Harrisburg, PA 17110 ~(fj~~ RE: 214 - 216 S. Enola Drive East Pennsboro Township, Cumberland County Enola, P A 17025 Dear Mr. Baturin: Pnrsnant to your reqnest, we have prepared a COMPLETE APPRAISAL, SUMMARY REPORT of the property captioned in the "Snmmary of Salient Features" wbich follows. The accompanying report is based on a site inspection of improvements, investigation of the snbject neighborhood area of influence, and review of sales, cost, and income data for similar properties. This appraisal has been made with particnlar attention paid to applicable value inflnencing economic conditions and has been processed in accordance with nationally recognized appraisal guidelines. Your appraiser's were only permitted to conducted an interior inspection of unit # 216 of the subject property. This appraisal is based on the assumption that nnit # 214's condition is similar to the unit inspected. In the event unit # 214's condition is not similar, we reserve the right to review and or revise this report and the conclusion of value stated within. The opiuion of value conclusion stated herein is of the date of death of Nancy Walton on April 2, 2001, as stated in the body of the appraisal, and contingent upon the certification and limiting conditions attached. The purpose of this report is estate settlement pnrposes. The date of inspection was February 19, 2002. Please do not hesitate to contact me or any of my staff if We can be of additional service to you. Respectfully, Karen Darney P A State Certified General Form DCVR - "TOTAL for Windows' appraisal software by a la mode, Inc. -1-800-ALAMODE SUMMARY OF SALIENT FEATURES Subjecl Address 214 - 216 S. Enola Drive Legal Description Deed Book D35, Page 665 City Enola County Cumberland Stat. PA Zip Cod. 17025 Censuslracl 3240-0120 Map Reference NA Sale Price Date of Sale $ NA NA Borrower I Client Lender NA Harry Balurin, Esquire Size (Square Feel) 2,208 Price per Square Fool $ Location Average Age 100 +/- Years Condilion Average Tolal Rooms 12 Bedrooms 6 Balhs 2 Appraiser Dale of Appraised Value Pamela M. Reilenbach, Cert. General Appraiser April 2, 2001; Dale of Death of Nancy Walton final Estimate of Value $ 76,500 Form SSD - "TOTAL for Windows" appraisal software by a la mode, inc. - 1-BOO-ALAMODE File No. 02-510 Comments on Cost Approach (such as. source 01 cost estimate. site value, square loot calculation and lor HUO, VA and FmHA.the estlmate~ remainlll\l economic life 01 the property): The Cost A roach enerall will result In an excellent estimate to value if the build' is new or feasom~bl new and the im rovements reflect the h' hest and best use of the land. However when items 01 h sicat oo\eriofalion aod obsolescence must be eslimaled an area 01 '00 ement ~ Involved which ~ sub'ect to error, The Cost A oach was not utlllze~ due 10 the e of the su . eel and the amount 01 delerred maintenance. UNIFORM RESIDENTIAL APPRAISAL REPORT ~ $ Valuailon ,tlo ESTIMATED SITE VALUE ESTIMATED REPRODUCTION COST-NEW-OF IMPROVEMENTS: Dwelling 2,208 SQ. Ft. @$ = $ 1,104 SQ. Ft. @$ = Functional =$ EKternat =$ =$ -$ HA COMPARABLE NO.2 217 - 219 Wyoming Avenue Enola PA Within 1/2 +/- Mile HA r/J 43.39 rjo MLS; Ext. Inspection; Agent Court House Records OESCRIPTlON FHA HoneI97 000 5-28-1999 Avera e Fee Sim Ie .09 Acre Tical Street 2 Unit Alum/Frame 100 +/- Years Su eriar Total : Bdrms: Baths : 10 4: 2 1710 S . Ft. Full Bsmt. Unfinished Aver e Hot Water/None Avera e None/Off S~eet Porches None None +750 44.86 rjo MLS; Ext. Inspection; Agent Court House Records DESCRIPTION FHA Hone/34 DOM 9-27-2000 Aver 9 Fee Sim Ie .17 Acre Tical Street 2 Unit Aluminum 51 Years Su rior T ofal : Bdrms: Baths : 9 : 4 2 1761 S . Ft. Full Bsmt. Unfinished Avera e Hot WaterlNone Aver e None/Off Street PorcheslBalcony None Hone +3 600 + - SA' st. + -SM st. Aver e Fee Sim Ie ,11 Acre Tical Street 2 UniVDu lex Insul-BrkNin/WoOO 100 +/- Avera e Total : Bdrms' Baths 12 6 2 2208S .Ft. Full Bsmt. Unfinished Aver e FHA/AC Unit 216 Aver e None/Off Street Encl.Por/Porches None None -1000 -1000 +4 000 +1000 +100 -1000 -2000 -1000 43.01 'I MLS; Ext. Inspection; Agent Court House Records DESCRIPTION + - $ Must. Conventional None/25 DOM 10-30-2000 Aver e Fee Sim Ie .05 Acre Tical Street 2 Unit Aluminum -1.000 80 +/- Years E ual T otal B~rms Baths 10 2 2 1 516 S . Ft. +5 500 Full Bsmt Unfinished Avera e Hot WaterlNone +1 000 Avera e None/On Street +500 Porches +100 None None +1000 +100 Net Ad'. total 3. 850 700 6 100 Adjusted Sales Price 01 Com arable 78050 79700 71.300 Comments on Sales Comparison (including lhe subjecl property.s compatibillly to the neighborhood. elc.): Recent sales of 2 unil du lex s Ie buildi s were unavaiiable. The four closed sales chosen were considered to be the best available. Ad ustmenls were made to reflect substantial differences between the com arable properties an~ the subject. The adiustments thaI were made refleel the typical actions of buyers and sellers in the marketplace. Comparables ~ross livin~ area square footage, 101 size and year buill were obtained from Cumberland County Tax Assessment Records. (See Addenda) ITEM SUBJECT COMPARABLE NO.1 COMPARABLE NO.2 COMPARA8LE NO.3 Date, Price and Data None None None None Source. tor prior sales NA NA HA NA within ear of a raisal Crt Hse Records Court House Recor~s Court House Records Court House Records Analysis 01 any current agreement 01 sale, option, or listing 01 subject property and analysis of any prior saies of subject and comparables within one year otthe date 01 appraisal: Olher prior sales of Ihe comparable properties occurred more than a year ll!l0. The subiect is currently not under an agreement for sale. INDICATED VALUE BY SALES COMPARISON APPROACH $ 76500 INDICATED VALUE BY INCOME APPROACH if A licable Estimated Market enl Mo. x Gross Rent Multi lier This appraisai is made ~ "as is" subject to the repairs. alterations. Inspections or conditions listed below _ subject to completion per plans & specifications. Conditions 01 AppraiSal: No warranty of the appraised is qiven or implied. No liability is assumed for the s~uclural or mechanical elemenls af the orooertv. Final Reconciliation: The Income Approach was considered. however, Qreatest weicht was given to the Sales Camoarison Aooroach as it reflects \he tvolca! actions of buYers and sellers in the marketplace. Cost Approach not utilized due to aqe of the subiect property. h Retrospective value as of the Date of Death. The purpose of this appraisal is to estimate the market value of the real property that is the subject 01 this report. based on the above conditions and the certification. contingent and limiting con~ilions, and market value dellnltion that are slaled in the attached Froodie Mac Form 439IFNMA form 10048 (Revised I (WE) ESTIMATE THE MARKET VALUE, AS OEFINED, OF THE REAL PROPERTY THAT IS THE SUBJECT OF THIS REPORT, AS OF (WHICH IS THE DATE OF INSPECTION AND THE EFFECTIVE DATE OFTHlS REPORn TO BE $ 76 500 APPRA SUPERVISO R S' n Si nalur Name Pamela M. Reitenbach, PA tate Cart General AppraIser Name Karen Dame Oate Reoort Siqne~ March 5. 2002 Date Re ort 51 ned ~tale Cartillcation # GA-D01804 State PA State Certlllcation # Or Slale License # State Or State Ucense # Freddie Mac Form 70 6193 PAGE 2 OF 2 Form UA2 - "TOTAl. for Windows' appraisal software by a la mode, Inc. -1-600-ALAMOOE June 1993 ). A ril 2 2001 .. X Did Did Not Inspect Property PA State Cert. General A rais March 5 2002 GA-001260-L State PA State Fannie Mae Form 1004 6-93 Pro rt- Dewlntlon FileNo. 02.510 Prooertv Address 214.216 S. Enola Drive CI'" Enola Slate PA Zin Code 17025 Leoal Descrlntlon Deed Book 035 P""e 665 Coun'" Cumbelland -- Assessor's Parcel No. 09-15-1291-223 Tax Vear 00-01 R.E. Taxes $ 725.96 SDeclal Assessments S 0.00 Current Owner Nancv J. Irvin aka Nancv J. Walton Occunant r,( Owner .. Tenant Vacant Borrower NA .. Pronertv rinhts aooraised IXI Fee Slmnle T l Leasehold ProieclTvoe I I PUD rl Condominium IHUDNA onl-\ HaAS NA /Mo. Neiahborhood or Proiect Name East Pennsboro T ownshio Mao Reterence NA Census Trac13240-0120 Sale Price $ NA Date 01 Sale NA DescriDtion and S amount of loan charaeslconcessions to be Daid bv seller NA Lender/Client Harrv Baturin ESQuire Address 717 N. Second Street Harlisburo. PA 17110 Anoraiser Pamela M. Reilenbach Cert. General Annraiser Address 2159 Market Street Camo Hill PA 17011 Locatian [) Urban - ~ Suburban IJ Rural PTedomlnanl ffil1r family hO\l.j~ Present land use % land use chan~ fRI AG Built up 1.J Over 75% t><:i 25-75% D Under 25% occupancy (000) (yrs) One lamily 90 ~ Nat likely Likely Growth rale o Rapid IZJ Slable DSlaw IZI Owner 40 Law New 2-4lamily 4 ' In process Property values ~J IncreasIng c><:: Slable D Declining D Tenant 300+ Hinh 75+ Multl-Iamily 1 To: DemandJsupply '--:J Shartage ~i In balance R Over supply IZI Vacant (0.5%) ~edomlnan~ Commercial 5 Markelinn time . I Under 3 mas. ! 3-6 mas. Over 6 mas. n Vac lover 5%\ I 90-110 40-60 Note: Race and the racial composition of the neighborhood are not appraisal factor.. Neighborhaad boundaries and characteristics: The nelnhborhood boundalies ere indicated on the enclosed neinhborhood man in the eddenda 01 this recort. - Factors that aHect the markelability 01 the properties In the neighborhood (proximity 10 employment and amenities. employment slability, appeal 10 mar~el. elc.): - - Schools shonninn emnlovment recreation and houses of worshin are all within a 10-20 minute commute of the Subiect nronertv. Aver""e nrOnArtv mainlenance orOQrams were observed. Employmenl slability ~ aood due to the State Caoitol in Harlisbura, \00 Army Supply Deoo\ in New Cumbeliand. and the Naval Supply Depot In .-- MechanicsbuTQ, as well as the exoandino west and east shore areas. SteadY price increases and MLS statistics indicate a stable demand for the area. The subject property is located alona the east of 01 Enola Drive which is a l1eavilv Iraveled roadwa. commenllna wilh Wertz.,;lle Road IRoute 944' and U. S. Roules 11 & 15. Subiecl's aaoeal is iI's -- convenientlocalion to Harlisburo and Ihe surroundinn areas.ISee Addendal Marke' condllions in Ihe subjecl neighborhood (including support lor the above conclusions related to the trend 01 property yalues. demand/supply, and marketing time 0- such as data on competitiye properties lor sale in the neighborhood. description of the preyalence 01 sales and Ilnancing concessions. etc.): The sealch of county tax records and the MtS service show plices slable. The MLS service indicates that the !vpical property sells in 3-6 months. Mortaaoe funds are readily available from a varietv of sources with conventional loans bainn 6.375% to 6.875% 95% morin""e un to 3 noints. Sellers are not renuired to offer saies or financina concessions. however. seUer assistance is occurrlnQ, - projecl Information for PUos (~ applicable)- . Is the developerlbuilder In control of the Home Owners' Association (HOA)? 'ves X No NA . Appro~mate lotal number 01 unifs in the subject project NA Appro~mate total number 01 unils for sale in the SUbject projecl NA Describe common elements and recreational lacilities: NA Dimensions See I""al descrinlions within addenda of rennrt. Topography Inclines from streel arade to level Sile area 4,650 square feet or .11 acre; per leaai descliplion Comet Lot 0 ves IZI No Size T vnicallor area Specific zoning classification and description CL - Commercial Ltd Shape IrrOQular Zoning compliance U Legal 5<1~ Legal noncOnlr;i~9 (Grandfathered use) 0 mega\ o No zoning Drainage Appears Adeouate Hinhesl & besl use as imnroved: Present use Other use lexolainl View Typical Street Umme. Public Other off-sllelmprovement. Type Public Pllvate Landscaping Typical for Area ~ ~ D -_.~~ Electricily Street Macadam Driveway Surtace Mecadam z: ~ [J _.~_.-._._-- Gas Curb/guller Concrete Apparent easements Standard Ulility t><:i C ~ --~_.'" - Waler Sidewalk Concrete FEMA Special flood Hazard Area ve, X No Sanitary sewer R Streetlights Adequale .~ H FEMA Zone C Map Dale 4-15-1977 Storm sewer Aile" Rear FEMA Man No. 420359B Comments (apparenladverse easements, encroachments, specialassmments. slide areas, megal or legal nonconfprming zoning use. etc.): Slandard easements for electric lelephone elc. There are no known or annarent adverse easements el\Croachmenlor condillons noled. The sumeel is located in the CL . Commercial LId zonlnn district. Due 10 the nature of the area Ihis is t_nical and would have not effecl on markelabililv. GENERAL OESCRIPTION EXlERIOR DESCRIPTION FOUNDATION BASEMENT INSULATION No. of Units Two Foundation Slone/Concrete Blk Slab No Area Sq. Ft. 1104 Rool No. 0\ Slories Two ExteliorWalls Insul-BrkNinlWd Crawl Space No % finished 0 Ceiling Type (Det./AII.) Detached Roof Surtace Shinnle Basement Full Ceiling Unfinished Walls Design (Slyie) Two Storv Gullers & Dwnspts. Aluminum/Avo --- Sump Pump No Walls Con.lBloc~ Floor Existing/Proposed Exislinn Window Type Wood D. H./Fair Dampness None Noted Floor Dirt None Age (Yrs.) 100 +1- Storm/Screens PartiaVPartial Selllement Due to Ane Outside Entry No Unknown X Etfeclive Ane rYrs.l 25 +1- Manulactured House No Infestation None Noted ROOMS Fover Livinn Dinino Kitchen Den Famll- Rm. Rec. Rm. Bedrooms # Baths Laundrv Other Area So. Ft. - : Basement 1~. Leyell 2 2 2 1.104 - Level 2 6 2 1~ - . finished area .bo... orade conlalns: 12 Rooms' 6 Bedroom1sl: 2 Bath's\' 2,206 Snuare Feel of Gross Livinn Area . INTERIOR Materials/Condition HEATING KITCHEN EQUIP. AntC AMENiTiES CAR STORAGE: - Floors CaroeWinvVAvo Type FHA Reingerator 0 Npne 'I Fireplace(s) # c~ None >< u Walls Panelino/Avn Fuel Gas Range/Oyen ~ Stairs [gJ Palio I~ Garage # 01 cars Trim/Finish Wood/Avo Condition Ava Disposal D Drop Stair 0 Deck ~, Allached Bath fioor Vinvl/Avo COOLING Unil216 Dishwasher D Scuttle 0 Porch EncIIFrtlRear [2;1 Delached Bath Wainscot PlasticJAverane Central Ves faWHood ~ floor ~ Fence u_, Built-In Doors WoodIAverane Other Microwave D Healed R Pool - Carport u Condition Avo Washer/Drver n Finished -, Drivewav 3 Car , Additional features (special energy etfielent items, etc.): Unit #216 has 31iahlad ceillna fans: "as fired forced hot ail heat and central air condilionino. Condition 01 the improvemenls, depreclalloo (phy'ical. funcliooai, and external), lepalrs needed, quality 01 cons1Iuctlon, remodeling/addmons, elc.: See Addenda - Adverse environmentai conditions (such as. but not Iimlled to, hazardous wastes, to~c substances, elc.) present In the Improvements, on the site, or In tf1e immediate vicinity 01 the subject property.: There are no known or apparent adverse environmental conditions that would negatively impact on the value of the prooerty.. The O1onertv is of an ane Isee addendum) Pamela Reltenbach UNIFORM RESIDENTIAL APPRAISAL REPORT Freddie Mac Form 70 6/93 PAGE 1 Df2 form UA2 - "TOTAL for Windows" appraisal so!twa.. by a la mod., Ino. -1:800-ALAMOOE Fannie Mae form 1004 6193 UNIFORM RESIDENTIAL APPRAISAL REPORT MARKET DATA ANALYSIS These recent sales of properties are most similar and proximate to subject and have een consldere In the mar et analysis, 1M descfiption includes a dollar adjustment fellacting market reactilm to those items of signllican! vanation between Ihe sublecl and comparable properties. II a slgnlfleanllfem In the comparable property Is superior 10, or more favorable Ihan, the subjecl property, a minus (.j adjustmenl is made, thus reducing the Indicated value of the subleet. U a significant Item In the comparable Is inlerlor 10, or less lavorable Ihan, the sUbJecI property, a plus (+) adjustment Is made, thus Increasing the Indicated value 01 the subject. ITEM SUBJECT COMPARABLE NO. 4 COMPARABLE NO. 5 COMPARABLE NO. 6 214.216 S. Enola Drive 160 Wyoming Avenue Address Enola PA Enola PA Pro~milv to Sublect Within 112 <I. Mile Sales Price Price Gross Lillin Area Dala and/or Verilication Sources VALUE ADJUSTMENTS Sales or financing Concessions .[)1!!>..QISale Ime Localion Leasehol Sile View Desion and A eal Oualilv 01 Conslruction - .8M _ CO[1dilion Above Grade Room Count Jit9i.S Livina Area Basement & Finished Jlr!oJJ1.5 Below Grade Functional Ulililv Heatin Cooiln En"mflieient Ilems GaraQY.!clrI>ort.. Porch, Patio, Deck. Fireplaee(s!. ele. Fence.pool.etc.,~_ Avera e Fee Sim Ie .11 Acre Tical Street 2 UniUDu lex Insul.BrkIVlnlWood 100 <I. Years Avera e Total Bdrms Baths 12 6 2 220BS.Ft. Full Bsmt. Unfinished Avera e FHAIAC Unit 216 Avera e None/Off Streel Encl.Por/Porches _None None 62.94fl' MLS; Ext. Inspection; Agenl Court House Records DESCRIPTION FHA Nonell BO+ DaM 11.30.2000 Avera e Fee Sim Ie .18 Acre Tical Street 2 Unit Vin I 100 +/. Vears Su rior Total: Bdrms: Baths : g 3 2 1,206 So. H. Full Bsml. Unfinished AveraQe Elect BBD/None Averaqe Del. Garage Porch/Deck None None Jjel Adi. (total Adjusted Sales Price 01 Com arable Date, Price and Data Source for prior sales within ear 01 a raisai Comments: None NA Crt Hse Records None NA Coun House Records Market Data Analysis 6.93 $ / + - $ Ad'ust. DESCRIPTION + - $ Ad'ust. DESCRIPTION ____-='l=l~ MjusL _ .1000 .1000 10\al : Bdrms' Baltis . Total Bdrms Balhs ..MOO o o S . Ft. ~!L1L. +1,000 .5,000 +100 Form UA2.(AC) - "10TAL lor Windows' appraisal soltware by a la mode, inc. - J.BOO.ALAMODE Supplemental Addendum File No. 02-510 Borrower/Client NA Pronertv Address 214 - 216 S. Enola Drive J;ity Enola Lender Harrv Balunn Esouire County Cumberland Stale PA lip Code 17025 NEIGHBORHOOD COMMENTS Cont'd: Enola is an older established neighborhood having a mix of residential and commercial uses within the same area. This is typical of the area and would have no effect on marketability. IMPROVEMENTS. Cont'd: Unit #216 - This unit contains a living room, dining room, kitchen, 3 bedrooms and a full bath. Unit #214, according to Mr. Walton this unit has an identical floor plan however, the positions of the second floor bathroom and rear bedroom are reversed. Both units have full unfinished basements with dirt floors. Both units have gas, forced hot air heat. Unit #216 has central air conditioning. All of the wood trim should be scraped and painted. At least two of the subject's windows are broken and should be replaced. Partial screens and storm units. The construction quality is average for the neighborhood. Based on maintenance, condition, and comparison to competing neighborhoods, the estimated age is below the actual age. Physical depreciation is due to age and deferred maintenance. No functional obsolescence or economic obsolescence noted. Your appraiser's were only permitted to conducted an interior inspection of unit # 216 of the subject property. This appraisal is based on the assumption that unit # 214's condlllon is similar to the unit inspected. In the event unit # 214's condition Is not similar, we reserve the right to review and or revise this report and the conclusion of value stated within. ADVERSE ENVIRONMENTAL CONDITIONS. Cont'd: The property is of an age where lead based paint may be present. The market does not penalize the property, but the client should be advised of it's possible existence. It is assumed that it is not present. If the client had a concern, then a qualified expert should be contacted. SALES COMPARISON APPROACH. Conl'd The weighted average was also considered to indicated the value of the subject. Estimated indicated value is determined by using the Gross Adjustment of sale price for each comparable (camp) as a measure of the relative quality of the camp. A lower adjustment indicates a better comp, and visa versa. The ratio of gross dollar adjustment to sale price for each of the comps is used to calculate the weight each comp should have in a weighted average calculation. As with any method, this technique is not perfect. However, it does a good job of giving more weight to the most similar camps, while at the same time minimizing values near the extremes of the indicated value range. The indicated weighted average is $76,700; which supports the conclusion of value stated within. Some adjustments exceeded recommended guidelines but were considered necessary to reflect an accurate value. iNCOME APPROACH. Cont'd: According to Mr. Walton both units are owner occupied. Based on the data developed and analyzed it is our opinion the Unit #216 would rent for $475 per month, and Unit #214 would rent for $450 per month. Further a gross rent multiplier (GRM) was developed from the comparables utilized within the Sales Comparison Approach and from the data maintained within our files. FINAL RECONCILIATION. Cont'd: The retrospective market value opinion stated herein is as of the date of death of Nancy Walton on April 2, 2001; as stated within the body of the appraisal, and contingent upon the certification and limiting conditions attached. The date of inspection was February 19,2002. SPECIAL LIMITING CONDITIONS: This appraisai is not a home inspection and the appraiser is not acting as a home inspector when preparing the report. When performing the inspection of this property, the appraiser visually observed areas that were readily accessible. The appraiser is not required to disturb or move anything that obstructs access or visibility. The inspection is not technically exhaustive. The inspection does not offer warranties or guarantees of any kind. If the property is sold, this appraisal is subject to satisfactory inspection reports including, but not limited to: wood infestation, water test(s}, radon, building inspections, etc. Form T~OO -'T01AL lor Windows' appraisal software by a la mode, inc. -1-800-AL~MODE Borrower Client NA Pronertv Address 214 - 216 S. Enola Drive Citv Enola County Cumbenand State PA Zin Code 17025 lender Harrv Baturin Esquire Supplemental Addendum File No 02-510 SUPPLEMENTAL CERTIFICATIONS: This appraisal was prepared by Karen Damey and Pamela M. Reitenbach for the exclusive use of Harry Baturin, Esquire (client) representing the estate of Nancy Walton. The purpose of this appraisal report is for estate settlement purposes. The information and opinions contained in this appraisal set forth the appraiser's best judgement in light of the information available at the time of the preparation of this report. Any use of this appraisal by any other person or entity, or any reliance or decisions based on this appraisal are the sole responsibility and at the sole risk of the third party. Ms. Damey and Ms. Reitenbach accept no responsibility for damages suffered by any third party, as a result of reliance on or decisions made or actions taken based on this report. In our opinion the reasonable exposure time linked to the value opinion is 90 to 180 days. We further certify that, to the best of our knowledge and belief: - This appraisal is a COMPLETE APPRAISAL-SUMMARY APPRAISAL REPORT. - The statements of fact in this report are true and correct. - The reported analyses, opinions, and conclusions are limited only by the reported assumptions and limiting conditions, and are our personal, impartial, and unbiased professional analyses, opinions and conclusions. - We have no present or prospective interest in the property that is the subject of this report, and no personal interest with respect to the parties involved. - We have no bias with respect to the property that Is the subject of this report or to the parties involved with this assignment. - Our engagement in this assignment was not contingent upon developing or reporting predetermined results. - Our compensation for completing this assignment is not contingent upon the development or reporting of a predetermined value or direction in value that favors the cause of the client, the amount of the value opinion, the attainment of a stipulated result, or the occurrence of a subsequent event directly related to the intended use of this appraisal. - Our analyses, opinions and conclusions were developed, and this report has been prepared in conformity with the Uniform Standards of Professional Practice. - No one provided significant professional assistance to the persons signing this report. - This appraisal has been made in conformity with the requirements of the Code of Professional Ethics and Standards of Professional Appraisal Practice of the Appraisal Institute. - The use of this report is subject to the requirements of the Appraisallnslilute relating to review by its duly authorized representatives. - Karen Damey and Pamela M. Reitenbach personally inspected the interior and exterior of the subject property. Pamela M. Reitenbach prepared this report. Karen Damey reviewed the report and concurred with the conclu ions contained in this report. Karen Damey PA State Certified General App aiser ~~~.J ~ ~ela M. Reitenbach PA State Certified General Appraiser Form T ADD - 'TOT Allor Windows' appraisal software by a la mode, inc. - 1-BOO-AlAMDDE APPRAISER'S CERTIFICATION: The Appraiser certifies and agrees that: 1. I have researched the subiect mar\(et area and have selecled a minimum of three recent sales 01 properties most similar and pro~mate to the subject property for consideration in the sales comparison analysis and have made a doilar adjusnnent when appropnate 10 rellect the market reaction to those nems of significant variation. n a significant item In a comparable properly is supenor to, or more lavorable than, the subject property, I have made a negative adjusnnent to reduce the adjusted sales price of the comparable and, if a significant item In a comparable property is Infenor to, or less favorable than the SUbject property, I have made a positive adjusnnent to increase the adjusted sales pnce 01 the comparable. 2. I have taken Into consideration the factors that have an Impact on value In my development of the estimate of market value In the appraisal report. I have not knowingly withheld any signUicant information Irom the appraisal report and I beileve, to the best of my knowledge, that all statements and inlormation in tile appraisal report are true and correct 3. I stated in the appralsal report only my own personal, unbiased, and professional analysis, opinions, and conclusions, which are SUbject only to the contingent and limiting condnions specified in this form. 4. I Ilave no present or prospective interest In the property that 15 the subject to this report, and , have no presenl or prospective personal Interesl or bias witll respect to the partiCipants in the transaction. I did not base, either partiaily or completely, my analysis amllor the estimate of market velue In the appraisal report on the race, color, religion, sex, handicap, familiai slalus, or national oligln of either the prospective owners or occupants 01 the SUbject property or 01 the present owners or occupants of the properties in the vicinity of the subject property. 5. I have no present or contemplated future Interest In the subject property, and neither my current or future employment nor my compensation for pertorming tllis appraisal is conllngen1 on the appraised value of the property. 6. I was not required to report a predetermined value or direction in value that favors the cause 01 the cilent or any related party, the amount of the value estimate, the attainment of a specific result, or the occurrence 01 a subsequent event in order to receive my compensation and/or employment for pertorming the appraisal. I did not base tile appraisal report on a requested minimum veluation, a specific valuation, or the need to approve a specific mortgage loan. 7. I pertormed this appraisel In conformity with the Uniform Standards of Professional Appraisal Practice that were adopted and promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were in place as of the effective date of this appraisal, with the exception of the departure provision of those Standards, which does not apply. I acknowledge that an estimate of a reasonable time for exposure In the open markef is a condition in Ihe definition of market value and the estimate I developed is consistent wlfh the marketing time noted in the neighborllood section of this report, u!\less I have otherwise stated In It" reconciliation section. 8. I Ilave personaily inspected the interior and extenor areas of the subject property and the extenor 01 ail properties listed as comparables In the appraisal report. I further certify tIlat I have noled any apparent or known adverse condillons In the subjecl improvemenls, on the subjecl sne, or on any sile wlfhin the immediate vicinity of the subject property of which I am aware and have made adjusnnents for these adverse conditions In my analysis of tile property value to the extent fhat I had market evidence \0 support them. \ have also commented .boul tile effect of the adverse conditions on the marketability of the SUbject property. 9. I personaily prepared ail conciusions and opinions about the real estate that were set forth in the appraisal report. Ii I relied on significant professional .sslstance from any individual or Individuals in the pertormance of the appraisal or the preparation of the appraisal report, I have named such indlvidual(s) and disciosed the specific tasks pertormed by them in the reconciliation section of this appraisal report. I certify that any Individual so named is qualliled to pertorm the tasks. I have not authonzed anyone to make a change to any nem in the report; therefore, if an unauthorized cllange is made to the appraisel report, I will take no responsibility for it SUPERVISORY APPRAISER'S CERTIFICATION: n a supervisory appraiser signed the appraisal report, he or she certifies and .grees that: I directly supervise the appraiser who prepared the appraisel report, have reviewed the appraisal report, agree wnh the statements and conclusions of the appralser, agree to be bound by tile appraiser's certitications numbered 4 through 7 above, and am taking fuil responsibility for the apprais.1 and the appraisal report. ADDRESS OF PROPERTY APPRAISEO: 214 - 216 S. Enola Dnve, Enola, PA 17025 SUPERVISO Signatur;:-;(; Name: Karen Darne PA State Cart. General A raiser Date Signed: Marcil 5 2002 State Certification #: GA.oOI260-L or State License #: State: 'PA Expiration Date of Certification or License: June 3Otll, 2003 APPRAISER: Sign~~~".~./ Nam~ Reltenbach. Cert. General Appraiser D.te Signed: March 5, 2002 State Certification #: GA.()01804 or State License #: State: PA Expiration Date of Certification or License: June 30, 2003 I2:J Did o Did Not inspect Property Page 2 012 Fannie Mae Form 10048 6-93 Freddie Mac Form 439 6-93 Form ACR - "TOTAL for Windows' appraisal softWare by a la mode, inc. -1.800.ALAMODE DEFINITION OF MARKET VALUE: The most probable price which a property should bring In a competitive and open marl<et under all conditions requis~e to a fair sale, the buyer and se~er, each acting prudently, knowledgeably and assuming the pnce Is not affected by undue stimulus. Implic~ in this definition Is the consummation of a sale as of a specllled date and the passing of title from seller to buyer under conditions whereby: (1) buyer and seller are typically motivated; (2) both parties are welllnfonmed or well advised, and each acting In what he considers his own best Interest; (3) a reasonable time Is allowed for exposure in the open market; (4) payment is made In tenms of cash In U.S. dollars or in tenms of financial arrangements comparable thereto; and (5) the pnce represents the normal consideration for the property sold unaffected by special or creative financing or sales concessions' granted by anyone associated with the sale. . Adjustments to the comparables must be made for special or creative financing or sales concessions. No adjustments are necessary for those costs which are nonmally paid by sellers as a resull of tradition or law In a marl<et area; these costs are readily Identifiable since the seller pays these costs In virtually all sales transactions. Special or creative financing adjustments can be made to the comparable property by comparisons to financing terms offered by a third party institutional lender that is not already involved In the property or transaction. Any adjustment should not be calculated on a mechanical dollar for dollar cost of the financing or concession but the dollar amount of any adjustment should appro~mate the market's reaction to the financing or concessions based on the appraiser's judgement. STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION CONTINGENT AND LIMITING CONDITIONS: The appraiser's certification that appears in the appraisal report is subject to the following conditions: 1. The appraiser will not be responsible for matters of a legal nature that affect e~er the property being appraised or the titie to it. The appraiser assumes that the title is good and marketable and, therefore, will not render any opinions about the titie. The property is appraised on the basis of it being under responsible ownership. 2. The appraiser has provided a sketch In the appraisal report to show appro~mate dimensions of the improvements and the sketch is included only to assist the reader of the report in visualizing the property and understanding the appraiser's determination of Its size. 3. The appraiser has examined the available fiood maps that are provided by the Federal Emergency Management Agency (or other data sources) and has noted in the appraisal report whether the SUbject s~e is located in an identified Special Flood Hazard Area. Because the appraiser is not a surveyor, he or she makes no guarantees, express or Implied, regarding this detenmination. 4. The appraiser will not give testimony or appear in court because he or she made an appraisal of the property in question, uniess specific arrangements to do so have been made beforehand. 5. The appraiser has estimated the value of the land In the cost approach at Its highest and best use and the improvements at their contributory value. These separate valuations of the land and improvements must not be used In conjunction w~ any other appraisal and are invalid if they are so used. 6. The appraiser has noted in the appraisal report any adverse cond~ions (such as, needed repairs, depreciation, the presence of hazardous wastes. to~c substances, etc.) observed during the inspection of the subject property or that he or she became aware of dunng the normal research Involved in penonming the appraisal. Unless otherwise stated in the appraisal report, the appraiser has no knowiedge of any hidden or unapparent conditions of the property or adverse environmental cond~ions (including the presence of hazardous wastes, to~c substances. etc.) that would make the property more or less valuable. and has assumed that there are no such conditions and makes no guarantees or warranties. express or Implied, regarding the condition of the property. The appraiser will not be responsible for any such conditions that do e~st or for any engineenng or testing that might be required to discover whether such conditions exist. Because the appraiser Is not an expert in the field of environmental hazards. the appraisal report must not be considered as an environmental assessment of the property. 7. The appraiser obtained the infonmation. estimates, and opinions that were expressed In the appraisal report trom sources that he or she considers to be reliable and believes them to be frue and correct. The appraiser does not assume responsibll~ for the accuracy of such items that were furnished by other parties. 8. The appraiser will not disclose the contents of the appraisal report except as provided for in the Uniform Standards of Professional Appraisal Practice. 9. The appraiser has based his or her appraisal report and valuation conclusion tor an appraisal that is subject to satisfactory completion, repairs, or alterations on the assumption that completion of the Improvements will be penonmed In a wori<manlike manner. 10. The appraiser must provide his or her prior wntlen consent before the lender/client specllled in the appraisal report can distribute the appraisal report (including conclusions about the property value, the appraiser's Identity and profession~ designations, and references to any professional appraisal organizations or the finm w~h which the appraiser is associated) to anyone other than the borrower; the mortgagee or ~s successors and assigns; the mortgage insurer; consultants: professional appraisal organizations; any state or federally approved 1inancial institution; or any department, agency, or instrumentality of the United States or any state or the Distnct of Columbia; except that the lender/client may distribute the property descnption section of the report only to data collection or reporting service(s) without having to obtain the appraiser's prior written consent. The appraiser's written consent and approval must also be obtained before the appraisal can be conveyed by anyone to the public through advertising, public relations, news, sales, or other media. Freddie Mac Form 439 6-93 Page 1 of 2 Fannie Mae Fonm 10046 6-93 Pamela Reitenbach Fonm ACR - "TOTAL for Windows" appraisal soffware by a la mode, inc. - 1-800-ALAMDDE Borrower/Client NA Property Address 214 - 216 S. Enol. Drive City Enola County Cumberland State PA liD Code 17025 - Lender Harry Baturin Esouire Supplemental Addendum File No 02-510 NEIGHBORHOOD COMMENTS. Cont'd: Enola is an older established neighborhood having a mix of residential and commercial uses within the same area. This is typical of the area and would have no effect on marketability. IMPROVEMENTS. Cont'd: Unit #216 - This unit contains a living room, dining room, kitchen, 3 bedrooms and a full bath. Unit #214, according to Mr. Walton this unit has an identical floor plan however, the positions of the second floor bathroom and rear bedroom are reversed. Both units have full unfinished basements with dirt floors. Both units have gas, forced hot air heat. Unit #216 has central air conditioning. All of the wood trim should be scraped and painted. At least two of the subject's windows are broken and shouid be replaced. Partial screens and storm units. The construction quality is average for the neighborhood. Based on maintenance, condition, and comparison to competing neighborhoods, the estimated age is below the actual age. Physical depreciation is due to age and deferred maintenance. No functional obsolescence or economic obsolescence noted. Your appraiser's were only permitted to conducted an interior inspection of unit # 216 of the subject property. This appraisal Is based on the assumption that unit # 214's condition is similar to the unit inspected. In the event unit # 214's condition is not similar, we reserve the right to review and or revise this report and the conclusion of value stated within. ADVERSE ENVIRONMENTAL CONDITIONS. Conl'd: The property is of an age where lead based paint may be present. The market does not penalize the property, but the client should be advised of it's possible existence. It is assumed that it is not present. If the ctient had a concern, then a qualified expert should be contacted. SALES COMPARISON APPROACH Cont'd The weighted average was also considered to indicated the value of the subject. Estimated indicated value is determined by using the Gross Adjustment of sale price for each comparable (comp) as a measure of the relative quality of the compo A lower adjustment indicates a be\\er comp, and visa versa. The ratio of gross dollar adjustment to sale price for each of the comps is used to calculate the weight each comp should have in a weighted average calculation. As with any method, this technique is not perfect. However, it does a good job of giving more weight to the most similar comps, while at the same time minimizing values near the extremes of the indicated value range. The indicated weighted average is $76,700; which supports the conclusion of value stated within. Some adjustments exceeded recommended guidelines but were considered necessary to reflect an accurate value. INCOME APPROACH. Cont'd: According to Mr. Walton both units are owner occupied. Based on the data developed and analyzed it is our opinion the Unit #216 would rent for $475 per month, and Unit #214 would rent for $450 per month. Further a gross rent multiplier (GRM) was developed from the comparables utilized within the Sales Comparison Approach and from the data maintained within our files. FINAL RECONCILIATION. Cont'd: The retrospective market value opinion stated herein is as of the date of death of Nancy Walton on April 2, 2001; as stated within the body of the appraisal, and contingent upon the certification and limiting conditions attached. The date of inspection was February 19, 2002. SPECIAL LIMITING CONDITIONS: This appraisal is not a home inspection and the appraiser is not acting as a home inspector when preparing the report. When performing the inspection of this property, the appraiser visually observed areas that were readily accessible. The appraiser is not required to disturb or move anything that obstructs access or visibility. The inspection is not technically exhaustive. The inspection does not offer warranties or guarantees of any kind. 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" . , r ;~~."''''- ...-- .1). ........, ..;,~ . , " '. ., " .' . ....~ .~ . ~: '. FEB-l~-e2 82:52 PM P.El2 =:1 H~~,'1~~ r::JII~~~' Form, Atl 01 ISOl t1!bi~ (~ (OMt:ir.JI...,\ltiALTH Qr "EN1 rlh\lN~I/l. "":':' ~~;;t~~:iJ~~'r'?'." (I :112' 7Q'-' UJ"-" .-., M Alif'; 'f'lIE 19th d'ljJ 1./ April nf 11;11' J.mll till#! ihmrsmml ll~'no:' hl/:lIh'r.d nil1~\.Y-ono (19lJ1 i. in th(,/II'~I' HJ.;Tl'J'/<,RN CHl\RLES E. SNYDER. .single nan, of SUsquehanna TcMrIShip, Dauphin. C<.;unty. P~nl1sylvania. GP.ANroR IJlrt.JI/J' , (!JIi! NAN::Y J. IRVIN n/Jf./a NAl'O J, WALTOO', Wividuc:J.ly, (:N1.JIM' U'11'tJF:s..,J::TH, tlUlI in oonsior,'altoJl flf SE'VEJ'oJ niCOSAND FIVE HUNDRED ----,--------...-- ---( $7 , 500 ,00) a.'1d 00/100--------------...---------------..----- Dot1af's, i7f, Jltt1!U rott:i~f. tit~ rf'r,I:i,pl wh.cn~Qf i.'llu'l'f'ull cu:k"(Jm/(Odg~rl.. the' N,,-id IIN'll'lll' ,I(J eB )u:rd'i: jP'~Jlt alld Cflnl!/!/I to tkf' ~;tI;,1 y'lv'wtrt ALL THAT CERTAIN lo~ or piece ~f ground situated in the Township ot East Pennsboro, C~untl of cumberland and Con~onwealth ~f Penr.sylvania, bounded ~nd described as fallows, to wit: BE~INNINQ at a point eighty-seven (87) feet north of the corner cf stat~ Road and Beale Avenue; thence in an easterly direction, a di3ten~~ of on~ hundred and fifty (l~O) teet to First Alley; thence alon~ First Alley in a 8outhe~]y direction, a distance of thirty-one (31) teet to a point; thance in a westerly d1t~ctioD aleng Qtb~r lands of aforesaid Edward Knawby, a distance of one bundr@d and fifty (150) feet to a point on said state Road; thence in a ncrtherll direction along afo~e5aid state Road, thirty...one (31) teet to a point or place of EEGINNING. BeinV a ~ortion of Lots Nos. 1 and 2 in ~lock "a" in connected pliS.D, of lots laid. out bI "-rtbur It. Rupley, said plan b~ing recotded in the Office of the Reoorder of Deeds of Cumberland County, C.rli~le, PennB!lvania. HAVING thereon erected two, 2-1/2-story frame, semd-detaehed hcmes kno\oJn as, ilud numbered, 214 and 216 Soulh Buola :Privt=', Er"ola. FennsylvaniB. B~rNa THE SAME premiaee which Harry E. Snyder~ Jr., and &lanehe E. Sn)'der~ his wife. CbaI"le~ E. Snydel:. III ~d.n9'le man~ Ha:rriet Ellen Stahl and John H. Slahl, her huaband, allot susquehanna Township, nauphin County# Pennsyl-vania, and Nellie A. Bamberget and !dward R. 8ambli!rg~[ I h~r husba:nd, of t.he Borou9h of Steel ton, Dauphin County.. p~nnB11v.nia, and H.~*l V. SnYder. single woman, both in her individual capacity and as Execut~ix of the estate of Virginia C. snyder, decea~edr o~ Susquehanna To~nmhip, Douphin county, Penn~rlvaoia. by their Deed dated December 1, 1960, and record~ in the Office of the Recorder of Deeds in aDd for cumberland County, Penn~ylvani&, in Record Book B~O, Page 619~ 9ranted and conveyed unto Cbarl~s E. Snyder. Gr~ntor herein. T_",or ~OJI?"/"",""" Cumbo CD. P. ...-J-l.-""..I ~mb'-'l'erin r,J.A/ -'7""" . tt.teJC..) ..,. Am1. oJ .~ '11:. {,~j-' 1" 7 '<-,f /<,~ C:urntl. CQ, Dial eo."~)-c,..~ :roor. .1);35 rA.[ 665 F'(;..J f';."'/Isj.". SC~In<)l Oi1lL t::'Urnb. Co., h. ,. "i:~ Reef EaUltl!ll 'r~.rTu' Gal" ,-{ -f/ Aml..f 7),57! I..<!...-d-"'/}"-" ;7~f--'-'" C\lmb. eo. OilJt. t:OLA(iJL.~-z:=,3' FE~-1~-e2 02:53 PM P.€:'<5 ~i) THE l\RTICLBS OF AGREEMENT rOil BALI!: OF ilEAL ESTATE elated May 23. 1972... Iwd raeorcled !-1'1 Book 199~ Pao. 246, in th. Offioe of the J!teQarcler"..of" Deeds, Cumberland County, Pennsylvania, i:l )meJ:'ged into, and".;:,;,', ,," .~. sUl~erf;eded by, the within Deed and any dutiesr obliglltions oJ? f. liabilities whatsoever in connec~ion therewith on the part of the within Grantor and/or Grantee are h$reby extinguisbed; the aforesaid Agreement being of no furthe~ foree or effect. SOaK ])35 flCE 666 Property Address 214.216 SOUTH ENOLA ORNE City ENOLA Borrower NA Lender/Client HARRY BATURlN, ESQUIRE Appraiser Name P.REITENBACH/K.DARNEY SKETCH/AREA TABLE ADDENDUM File No 02-610 Cou CUMBERLAND State PA Zip 17025 UC Address 717 NOR7H 2nd STREET, HARRISBURG. PA 17110 Appr Address 2159 MARKET STREET, CAMP HILL, PA 11011 ~ i Porch Ie C! - - - - 24.00' Second Floor Enclosed Porch 24.00' BR KIT Unable to Unable to e Inspect g Inspect e 0 0 <ri BR <ri <ri ..,. ..,. DR ..,. BR LR 24.00' NOTE: The Interior is not drawn to scale. Code GLAl GLA2 PIP . . ~ : Porch I'- 24.00' AREA CALCULATIONS SUMMARY Scale: 1 z 15 Totals 1104.0000 J.104 . 0000 LIVING AREA BREAKDOWN Breakdown subtotaJs Description Firat Floor Second Floor Porch Enclosed Porch Porch Size 1104.0000 1104.0000 168.0000 235.9200 264.0000 First Floor 24.00 :x 46.00 Second Floor 24.00 x 46.00 667.9200 TOTAL LIVABLE (rounded) 2208 2 Areas Total (rounded) J.104.0000 1104.0000 2208 cn C) z - C -.J - ;::) [Q >- -.J ->- ~w <(> ita:: -;::) !:icn ;::) ~ u.. o cn W -.J <( cn ...J <l::; ~a:: ~el <l: >- ...J I:; f-a:: Zel o :; 0000000000000000 OlDOOLnOOlDl.OOOOlDOO CO~O'l to lD 0') 1.0 0 0>,..... 0 "I"'"" LO C\l 0 0 ~r--:No)""="":cr)a>~o>r-:L6Mc6N MC")('I')("')lt)Lt')MC'\l<OMMM'l::tMM !:: Z ~ a:: UJ 0.. - ... ~~~fA~E;R-~~iJ7'fl-E;R-V7VTf:F7Y7 (0 CONMO> M 0'> co 00 CD,.........,. 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RU1(j $il)91e ~QmH) A.9riculrl.l'ot 0L-- COfTU''l'len;.\c\- Umlt_1j CoG ~ Corrlttaf c;lol G.I"l.fol 0,1..- Oftlce Apaf1rn.(\t PRe, PrCranlQI">Oi Otflc~ R'- Ru.lc..-ntlol $1"91. f"rnH,. R 2- R."lo_ntlal MIIt'l family '<:Ji- R....k3.nfloi Multi family RHO - R...i<hntiol H1Qh 01l'l"\'.ul' PRO - PIQf\n.11 Ruld4lnlicl On IP - InoUl-trlcl Pork IPl- lnch,l.Hlol Park L!m{1.d 100- "'It or Flooo PIOltl (2.7-361) (27-36q Part 15 C-L Commercial Limited District ~361. Purpose. The purpose of the C-L Commercial Limited District is to provide reasonable standards for the provision of uses of a light commercial nature. The standards of this district are designed to minimize the number of access roads from major thoroughfares, to minimize traffic congestion, and to provide buffer yards and screen plantings where such uses adjoin residential districts. (Ordinance 378-80, March -18, 1980, Article XV, ~1501) ~362. Procedural Requirements. All. applications for permits, pursuant to this Part shall be submitted to the Zoning Officer, who has the option of submitting such applications to the Planning Commission or the Township Commissioners for a recommendation. prior to issuing a permit. All applications, other than for one- and two- family dwellings, shall be reviewed by the Plan Review Board. (Ordinance 378-80, March 18, 1980, Article 'XV, ~1502) ) ~363. Permitted Uses. A building may be erected or used and a lot may be used or occupied for any of the following purposes and no other. All such uses shall be in conformity with the Performance Standards in the part on General Regulations. [Part 19 of this ordinance] 1. Single-family detached dwellings in existence at the time of adoption of this ordinance. 2. Conversion apartments meeting the requirements of Section 574(1) to (4) and Part 21. The Building Official shall grant a building permit when the above conditions are satisfied without hearing or approval of the Board of Commissioners. 3. Branch banks, studios and professional offices, for professional occupations. 4. Apartments, included within any apartment building containing not less than thirty (30) apartments, retail shops, restaurants, beauty parlors, barber shops, drug stores and bakeries provided that any baked goods prepared on the premises are offered for sale only on the premises. 5. Retail shops, including shops selling groceries, meats, vegetables and produce, sundries, and baked goods provided that any baked goods prepared on the premises are offered for sale only on the premises. 6. Public utility facilities. 7. Drug stores and pharmacies, which may contain a soda fountain. 8. Office buildings, medical clinics, medical buildings, pharmacies located in a medical clinic or medical building, where limited to the dispensing of medicine, drugs, and prescriptions. ) _~..,O_ (27-363. cont'd) (27-363. cont'd) 9. Dry cleaning and laundry establishments, provided that: a. No dry cleaning or laundering is done on the premises. or b. The laundry is a patron-operated service. 10. Signs - identification and business signs not exceeding four (4) square feet for any residential use, or twenty (20) square feet for any other permitted use. provided, however, that a neighborhood shopping center under single ownership or management containing four (4) or more stores or shops with a ground floor area not less than five thousand (5.000) square feet may have one central identification ground. wall or roof sign not more than one hundred (100) square feet in area, provided such sign does not contain flashing or intermittently lighted lights or direct illumination spilling over into any residential zone. 11. Service stations providing""gasoline and oil and minor services but not including garaging or repairs. 12. Accessory use on the same lot with and customarily incidental to any of the above permitted use. (Ordinance 378-80, March 18, 1980, Article XV. 51503) 5364. Conditional Use. The following conditional uses and no other may be allowed or denied by the Township Board of Commissioners after recommendation by the Planning Commission. pursuant to the express standards and criteria set forth in Article XXIV. Section 2405. and Article XXIII. [Part 24. Section 615. and Part 23 of this ordinance] 1. Mobile home parks. (Ordinance 378-80, March 18. 1980, Article XV, 51504) 5365. Building Height Limit. No building shall be erected to a height in excess of forty (40) feet; provided, however. that the height limit may be increased one foot for each additional foot that the width of each yard exceeds the minimum required. Each and ~very yard shall exceed the minimum by the number of feet proposed to be added to the maximum height of forty (40) feet. (Ordinance 378-80, March 18, 1980, Article XV, 51505) 5366. Area and Frontage Regulations. 1. Non-residential - the lot area shall be not less than ten thousand (10.000) square feet and lot width shall be not less than one hundred (100) feet at the building line. 2. Residential - for any lot served by both public water and public sewer. the lot area shall be: 9.000 sq. ft. - Three (3) dwelling units 12,000 sq. ft. - Four (4) dwelling units 1.800 sq. ft. - Each additional permitted dwelling unit (Ordinance 378-80, March 18. 1980. Article XV. ~1506) (27-367) (27-361) ) ~367. Lot CoveraRe. The principal and accessory buildings on any lot shall not cover more than thirty percent (30%) of the area of such lot. (Ordinance 378-80, March 18, 1980, Article XV, ~lS07) ~368. Open Space. Not less than twenty percent (20%) of the lot area shall be covered with a vegetative material. (Ordinance 378-80, March 18, 1980, Article XV, ~lS08) S369. Yard ReRUlations Where Not Adjacent to a Residential Zone. 1. Front Yard - no building shall be located closer than twenty-five (25) feet to the front street line. 2. Side Yard of Interior Lots - the minimum side yard on interior lots shall be not less than fiftee~ (lS) feet and the total width of the two required side yards shall be not less than thirty-five (35) feet. 3. Side Yards of Corner Lots - the exterior side yard of a corner lot shall be not less than twenty (20) feet. 4. Rear Yards - each main building shall have a rear yard not less than twenty-five (25) feet in depth. (Ordinance 378-80, March 18, 1980, Article XV, 51S09) ) ~370. Yard Regulations Where Adjacent to Residential Zone. Where the lot boundary is adjacent to a residential zone, or fronts on a street the opposite side of which is zoned Residential, the following regulations shall be observed: 1. Front Yard - no building shall be located closer than twenty-five (25) feet to the front street line, except that where the front street is the zone boundary line of a residential zone. and the established building setback line in the residential zone exceeds twenty-five (2S) feet in more than fifty percent (50%) of the block frontage, the building setback line in the residential zone shall be observed within the entire block of the C-L Zone. 2. Side Yard - a side yard of not less than thirty (30) feet shall be maintained between any main or accessory building and the adjacent residential zone boundary line; otherwise the side yards shall be the same as required in Section 369 above. 3. Rear Yard - a rear yard of not less than twenty (20) feet shall be maintained between any main or accessory building and the adjacent residential zone boundary line. Where an alley abuts the rear property line, one-half (1/2) of its width shall be included in the required rear yard. (Ordinance 378-80, March 18, 1980, Article XV, ~1510) S371. LandscapinR and Shield Where Adjacent to a Residential Zone. 1. Side Yards - any required side yard shall be landscaped to a width of at least fifteen (15) feet immediately adjacent to and parallel to a ) -431- (27-371(1), cont'd) (27-371(1), cont'd) residential zone boundary line and the planting may include lawn, trees and shrubs. Driveways to the rear yard may be placed in the remaining required side yard. 2. Rear Yards - any required rear yard shall provide a shield from an adjacent residential zone, which shield shall consist of a solid masonry wall, or solid painted board fence, or a permanent evergreen hedge, not less than six (6) feet in height and which shield may be extended along a residential zone boundary line on ~he side to the front yard building setback line. 3. Front Yards - any required front yard shall be landscaped with any combination of lawn, shrubs, flowers, and trees, and shall be maintained in a neat and orderly manner. No use other than a front driveway to the front entrance of a main buildingmay.be.made.of any required fFontyard. (Ordinance 378-80, March 18, 1980, Article XV, 51511) 5372. Off-Street Parking. Off-street parking and loading space, pedestrian walkways, and motor vehicle access shall be provided in accordance with the provisions of the off-street parking part of this ordinance. [Part 21 of this ordinance). (Ordinance 378-80, March 18, 1980, Article XV, 51512) ~ . ORDINANCE NO. .s 5-+- q 6"' AN ORDINANCE OF THE TOWNSHIP OF EAST PENNSBORO . CUMBERLAND COUNTY. PENNSYLVANIA, AMENDING CHAPTER 27; PART 15. SECTION 363, ZONING ORDINANCE OF THE TOWNSHIP OF EAST PENNSBORO BY PROVIDING THAT SINGLE-FAMILY ATTACHED DWELLINGS (ROW TOWNHOUSES) SHALL BE A PERMITTED USE WITHIN THE CL-COKMERCIAL LIMITED DISTRICT. BE IT ENACTED. AND ORDAINED by the BOeLrd of Commissioners of the said Township and it is enacted and ordained by the Authority of same, as follows: Section. 1: Amendment. Chapter 27, Code of Ordinances, Part 15, Section 363, Zoninp; Ordinance of East Pennsboro Townchip, is hereby amended by addinl': as Subsection 13 to Section 363 as follows: Section 363. Permitted Uses. (13) Sinll!;le-family attached dwellin~s (Row. Townhouses) provided public sewer and public water are available. and further provided that the provisions of Chapter 27. Code of Ordinances, Part 12 (R-3 Multi-family Residential District), Section 244 (Buildin~ Hei~hts). Section 246 (Lot Covera~e as applicable to sin~le-family attached dwellin~s). Section 2~9 (Buffer Yards), Section 251 (Yard Re~ulations for Gara~e, eto,), Seotion 252 (Off-street Parkin!!:). Seot ion 253 (Procedural Requirements) and Table 1200-1 (as it applies to sinj;l;le family attached dwellin'l (Row townhouses)) shall be applioable. Section 2: Severability. The provisions of thio Ordinance are declared to be severable. If any section, subseotion, sentenoe, clause, phrase or provioion heraof is held or jud~ed by any court of competent jurisdiction to be unconstitutional, ille~al or otherwise invalid, any such holdinl!: or judl!:ment shall not be construed as affectin~ or impairinR any other section, subsection, sentence, clause, phrase or provision of this Ordinanoe. It beinl!: the expressed intent of the Board of Commiosioners that thic Ordinance would have been enacted had suoh unoonstitutional, illeSlal or otherwise invalid seotion, subsection, clause, phrase or provision not have been included herein. Enaoted and Ordained this ~ day of flu/~~~~/ 1995. -~ Rober~ L. Gill. Seore~arv Bv: ATTEST: - ... ... , -- J r- ... - o. < - :t - . - It. I. ROAD I 1 , I I I I I I I I I I BUILDING HEIGHT DETERMINANT ~GROUNO R. A. BLO& B. A. TYPICAL CONDITION. GROUND ABOVE ROAD OR fl. B. TYPICAL CONDITION. GROUND BELOW ROAD OR Il... 1...,0