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HomeMy WebLinkAbout01-0650 Brare 0/ Jure M. Morrisette also known as PETITION FOR PROBATE and (j.KANT OF' ~.1..1~ 0)\-01- bso Register of Wills for the Deceased. County of Cumber land in the Social Security No. 203-10-9703 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who iSMlre 18 years of age or older an the execupr in the last will of the above decedent, dated February 1 2 and codicil(s) dated No. To: narned ,1998 (state rcJcvant circllmstancc:s, e.g. renunciation, dea1h of execmor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania with l1er last family or principal residel1ce at 1311 Oak lane, Borougli ot New CUI1lber.laha, Cumber land County, pennsy 1 vanla (list street, number aDd muncjpaJity) Dece dent... [en 81 y s of ag 'ed June 2.t3, 2001 . 19 . at ms ~A/\ALL1 / I'A . Except as follow , decedent did not marry, was not divorceCt and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Oecendent at death owned propeny with estimated values as follows: (If domiciled in Pa.) All personal property S 25,000.00 (If nOl domiciled in Pa.) Personal property in Pennsylvania S (If not domiciled in Pa.) Personal property in County S Value of real estate in Pennsylvania S 60,000.00 situated as follows: 1311 Oak lane, Borouqh of New Cumberland, Cumber land County, Pennsv 1 vania WHEREFORE, petitioner(s) respectfully r~uest(S) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary (tcstamcnrary; administration Cot.a.; administration d.b.n.c.t.a.) theron. - ... 'ii u c u ~- .- '" ...- u" a::!:! ~a ;:~ -" ~c.. u_ = O' ;; C OIl en 1J),4/{~ ~ r?-I#(Tl~ DavJ.d P. lVbrrlse e 5 Fairview Heights Phi 11 ipsburg, NJ 08865 - OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF CUMBERLAND The petitioner(s) above-narned swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. ~ Sworn to or affirmed and subscribed ~~:""J ~ 141CtYvvVL~ before me this 6TH da of ~. Morrlsei~ L ?~O Regisler C;'J €- c i: .., I':l :::;- '- . , No. 21 - 01 - 650 Estate of June M. M:>rrisette , Deceased. DECREE OF PROBATE AND GRANT OF LETTERS Xtlh 1'001. 'd' f h . . I~ - I In COnsl eranon 0 t e petltlon on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated February 12, 1998 described therein be admitted to probate and filed of record as the last will of June M. Morrisette AND NOW JUL Y 10. and Letters Testamentary are hereby granted to David F. Morrisette MARY CLEWIS Gerald J. Shekletski #40486 FEES Probate, Letters, Etc. ......... S 200. Ob Short Certificates( 2) .. . . . . . . .. S 6.00 ReXnupnciation ................ $ 0 00 - ages . JCP $ a,gg TOTAL _ S 217.00 Filed ............ ~.U.~ ~ . J 9... .4QQJ. . . . . .. . ATTORNEY (Sup. Ct. 1.0. No.) 414 Bridge st., New Cumberland, FA 17070 ADDRESS (717) 774-7435 PHONE Mailed letters to attorney on 7-10-01 H 105.80"\ REV <Jlg6 This is to certify that the information here given is correctly copied from an original certificate of death dul~ filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent fillllg. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. a.....,L~,~ Fee for this certificate, $2.00 p 7431117 JUL 0 2 2001 Date ITEM # j -I- 32- SHOULD READ AS FOLLOWS: J - .::.TiJtJC ff)d/lI!.I s crrt:.- 32- Lf}-NC/;; 1+lLbRElAJ i 4J Rev _ 2187 ~ ?fl'< ~ .......VLVAN... DEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH NAMe ?CEOENT tfPl'Sl, MfddIe, l..) II l. ~ 1'f1~ro S~ ~ AGE (LOll 8irV>OoYl UNDER l YEA/l UNDER' OJW - Doyo -- ...... rY/ Y... STATE FILE NUMBER SEX SOCiAl seCURIT'V NUMBER 2. h: m,,/ e... ;;J./J 3 -I I) fJa..3 BIRTHPLACE iC.ry and PlACE OF DEATH fC~k oNy Qt\8 -- "" ,nSltuct.oos on Other we) SlaIe or fct8tgl'l Councry) HOSPITAL: MJr.-wbwr.g PA l_iontKJ E_ 0 OOAO . '... FAClUT"t NAME (If nolInSl'tutlOfl. gr.oe stJeet and numberl :=..,10 5. COUNTY OF llERH ~ au h-in OECEOENT'S USUAL OCCUMlON (G.-"""'aI.....done""'~_ Ct'~..;......_' ..) VA Vept. 06 Revenu 11.. 11b. DECEDENT'S IOAIUNGAOORESS (510_ CoIyfbon. s... z,p~l 1311 Oak. Lane New CumbeJr.~and, PA 17070 DECEOENT'S ACTUAl. RESlOENCE (See -...:oono on other sade) 17.. StMe PA MARITAl STATUS. Mwried NeYer Manied. 'NkIowM. ~jSpecty) l.~.<.dowed 17..0.....__.. SURVIVING SPOUSE I" wHo gtve matOen NIn"l81 CumbeJr.~and I);d -.. live in a _? "'P. l7b. Cou CumbeJr.~o.n..d ~. PA 17109 ~i V~109 DAJe SIGHED ~lloy. -) 2.b. 23c. "*'S CASE REFERRED TO MEOICAL EXA"'NERICQRONER? Yea~ NoD , \ AJI7I1 - bbJ~kL /11 ,II DUE 10 (OIl AS A CONSEQ4ENCE OF): . :Ill. ....,.......... linlerwI~ : onset and ded'I I i PART II: 0Ih4r signiftc4nI_......-..g.. _. but oat rnufUng in ,IN underfytng cat.-e given in PART I. C< lb. .. d. DUE 10 lOR AS A CONSEOUENCE Of), DUE 10 (OR AS A CONSEOUENCE Of), WERE AUTOPSY FINDINGS _NER OF DEATH _lA8LE PRIOR 10 COM~OFCAUSE 8 0 OF OE.Q'H1 _...of Homicide -. 0 Pending Investigation 0 Y.. 0 No 0 -.,. 0 Could noc be determined 0 DATE OF INJURY (Month. Day, Year) TIME OF INJURY INJURY AT WORK? DESCRIBE HOW INJURY OCCURRED. Yes 0 NoD M. 3Qc. 28L 21b. CEJlTIl'lER.ChocI< only one! -CERTWYING PHYSICtAN (PhySOan cet'lIfytng cause c:J deeth when anomer phvSIC..." Nis prOOOltnced dealh ana compleled llewn 23) To'" beet 0' m,~.."" occurnd .. lit dMi cauM(S) and manne,.. .t8ted. . . . . . . .. .,............. 29. PlACE OF INJURY - AI home. tarm, street. factofy, office ..."""'11....'_1 _. LOC,l(l'lON lSU_. CdyITown. SIalel o 01 .~y~=~~':'":'th-:~=:::c....:.:~~~~~;~~~=~=::::~u:(=o~~e::r.. ...ted .................. 0 .MEDICAL EXAIlIINERlCORONER on the baai8 of examination and/or InvestigAtion. in my opinion, de.th occuned at the time, date, and place, and due to the caUM(S) and manner.. atated.... .. . . . . . ..... . . .. ......... . .. . . .. . . . .. ................. . . .. ........ . .... ........ .. .... . ..... 31.. bl,/dil'( I lffaat 'JIl1JilI Ctltlt \l25tcmt~nt OF JUNE M. MORRISETTE I, JUNE M. MORRISETTE, of the Borough of New Cumberland, county of Cumberland, Commonwealth of pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this my Last will and Testament, hereby revoking and making void all former Wills by me at any time heretofore made. 1- It is my wish that my remains be cremated after my death. 2. I direct the payment of all my just debts and funeral expenses as soon after my decease as the same can conveniently be done. 3. I direct that there shall be paid out of my residuary estate all estate, inheritance and like taxes together with any interest or penalty thereon imposed by the Government of the united states, or any state or territory thereof, or by any foreign government or political subdivision thereof, in respect to all property required to be included in my gross estate for estate, - 1 - inheritance or like tax purposes by any of such governments, whether the property passes under this will or otherwise. 4. All the rest, residue and remainder of my estate, real, personal and mixed, I give, devise and bequeath as follows: A.) Twenty per cent (20%) to my son, THOMAS M. MORRISETTEj B.) Twenty per cent (20%) to my son, DAVID P. MORRISETTEj C.) Twenty per cent (20%) to my daughter, MARY V. MORRISETTEj D.) Twenty per cent (20%) to my daughter, CAROL MORRISETTE j E.) Ten per cent (10%) thereof to my son, CHARLES H. MORRISETTE, JR.; and F.) Ten per cent (10%) thereof to my grandson, CHARLES PATRICK MORRISETTE. 5. Lastly, I nominate, constitute and appoint my son, DAVID P. MORRISETTE to be the Executor of this my Last Will and Testament, and in the event he should predecease me, or should he be unable or unwilling to serve in such capacity for any reason, then I nominate, constitute and appoint my son, THOMAS M. MORRISETTE, to - 2 - be the Executor of this, my Last Will and Testament. I further direct that no bond or other security be required of my personal representative to guarantee faithful performance of his duties. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 12~ day of February, 1998. \ ~~ Vvl, Yt1WWJ~ ne M. Morrisette (SEAL) Signed, sealed, published and declared by the above named JUNE M. MORRISETTE as and for her Last Will and Testament, in the presence of us who have subscribed our names hereto as witnesses, at her request, in her presence and in the presence of each other. u. /1{/ - 3 - 21 ." 01 - 650 REGISTER OF WILLS OF COUNTY OATH OF SUBSCRIBING WITNESS codicil (each) a sUbscribing witness to the will presented herewith. (each) being duly qualified according to law. depose(s) and say(s) that present and saw the testat . sign the same and that signed as a witness at the request of testar in 11 presence and (in the presence of each other) (in the presence of the other subtcribing witness(es)). Sworn to 'Of affirmed and subscribed before me this day of 19 (Name) (Address) Register (Name) (Address) REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS Sandra r-brrisette and Gerald J. Shekletski (each) a subscriber hereto. (each) being duly qualified according to law, deposc(s) and say(s) that they are familiar with the signature of June M. Morrisette ~ the will testatrix of presented herewith and mdiEiI believes the signature on the will is in the handWriting of that they June M. Morrisette to the best of their knowledge and belief. Sworn to or affirmed and subscribed before me this 6TH day of JULY ~O 1 ~- -~~ ~~ (Name) Sandra Morrisette 5 Fairview Heights, Phillipsburg, NJ 08865 Regisrer (Nam~Gerald J. Shekletski 414 Bridqe St., New Cumberland, PA 17070 (Address) E -- CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: June M. Morrisette Date of Death: June 28, 2001 Will No. 2001-00650 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court rules was served on or mailed to the following beneficiaries of the above captioned estate on July 11, 2001. Charles H. Morrisetter Jr. POB 56414 North Poler Alaska 99705 Thomas Morrisette 29 Summitt Ave. Norwalkr CT 06850 Mary Morrisette 1311 Oak Lane New Cumberlandr PA 17070 Carol Morrisette 125 East Ross St. Lancasterr PA 17602-3632 Notice has now been Rule 5.6 (a) . David Morrisette 5 Fairview Heights Phillipsburgr NJ 08865 given to all persons entitled thereto Charles Patrick 413 Ninth St. New Cumberland, Morrisette PA 17070 under Date: '} III lor ~~~" ~~~ Gerald J. Sh~kletskir Esquire 414 Bridge Street New Cumberlandr PA 17070 717-774-7435 Capacity: Personal Representative x Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA OEPARTMENT 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 SHEKLETSKI GERALD J ESQ POBOX E NEW CUMBERLAND, PA 17070 -~_.---- fold ESTATE INFORMATION: SSN: 203-10-9703 FILE NUMBER: 21-2001- 0650 DECEDENT NAME: MORRISETTE JUNE M DATE OF PAYMENT: 09/26/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 06/28/2001 NO. CD 000314 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $3,133.61 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: GERALD SHEKLETSKI CHECK# 25 SEAL INITIALS: AC RECEIVED BY: REGISTER OF WILLS $3,133.61 MARY C. LEWIS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND L j 55: David P. Morrisette being duly cworn according to law, deposes and says that he io the Executor of the Estate of June M. Morrisette late of .-!:!~~>>_9rQ:t;~9h_Qf_NeJl_ CUTI!~~rl~nd I Cumberland County, Pa., deceased and that the within is an inventory made by David P. Morrisette _, the said Executor of the entire estate of said decedent, consisting of all the personal propo!rty and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. x~2001 I '~(~~v~) a 11~~ f}UJ~ Executor. A ministrator I David P. Morrisette 5 Fairview Heights, Phillipsburg, NJ 08865 - Address and subscribed before me, Date of Death 28 June 2001 Day Month Y.ar INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. rcl ~ cO tyt en 0 r:<:t l'- 0 r:<:t l'- E-t " ..-1 r-i >- E-t Ql ~ I- W r:<:t ... en F:t: >- 0::: I- m 'II +J P-t w < Q) ~ a.. I- H u G Q) 0 VI p::; Q) r-l .. 0 Q \:l'l ~ w 0::: w p::; 'II G ~ . rcl l!) .... J: a.. ~ a.. c Q)+J~M I- ...J U. tV .. Z < 0 a.. 0 ..c:mcO"'" u. ...J 1 ~ m r-ll'- w 0 < w >. < Q) l-l I > c:: . Ii z ::E: ... .tJlQ)"", Z 0 c I: c ;:, IJrcl~l'- ci VI Z r:<:t 0 ..-1 l'- c:: < Z U .,. rcll-l:=S Z I w a.. :::> -0 -II:QU- IJ c cO l'- tV I - ~ l-l""'~...-l I 0 Q) Q)...-lQ)l'- ..Q -0 ~ l:.!J""'Z"-' Q) E Gl 0 ... III ;:, 0 I ...J U u: l:D ,i Inventory of the real and personal estate of JUNE M. MORRISETTE deceased PERSONAL PROPERTY 1. Pennsylvania State Employees Credit Union Account #203-109-703 $30,55E.44 2. Medicare Refund Check 16 13 3. PEBTF Refund Check 4 03 4. Miscellaneous personal property 500 00 / REAL ESTATE 1. 1311 Oak Lane, New Cumberland, PA 17070 $60,00 .00 TOTAL REAL ESTATE AND PERSONAL PROPERTY 1$91,078.60 I I /b-~~~I/ c.. . REV-1500 EX + (6-00) OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA REV-1500 /~ () '-/ (). -{I DEPARTMENT OF REVENUE . DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER HARRISBURG, pA17128-0601 RESIDENT DECEDENT 2001 00650 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER MJrrisette, June M. 203-10-9703 DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE DENT 06/28/01 01/09/1920 WITH THE REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 3. Remainder Return CHECK ~' Original Return ~' Supplemental Return B (date of death prior to 12-13.82) APPRO- 4. Limited Estate 4a. Future Interest Compromise 5. Federal Estate Tax Return Required (date 01 death after 12-12-82) PRIATE 6. Decedent Died Testa's 7. Decedent Maintained a Uving Trust 1 8. Total Number of Safe Deposit Boxes (Attach copy of Will) (Attach a copy of Trust) BLOCKS 9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death between D 11. Election 10 tax under Sec. 91 13(A) 12-31-91 and '-1-95) (AtlachSchQ) iijiS$i!etli:jiiMj)$Tijilqi:jMPti!teti;Ali@p9jjjjl!$ijQW;jI!~"P9l'!!"PE~tIAt:tNl!Nii9IlMAt@N$!iQ!lU,i~i!PIFlEC'-E[)"Q: NAME COMPLETE MAILING ADDRESS COR- Gerald J. Shekletski, ESQ, 414 Bridge St. RE- FIRM NAME (If Applicable) P.O. Box E SPON DENT Stone Lafaver & Shekletski New Cumberland, PA 17070 TELEPHONE NUMBER (717) 774-7435 60,000.00 OFFICIAL USE ONLY 1- Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) None 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None 4. Mortgages & Notes Receivable (Schedule D) (4) None 5. Cash, Bank Deposits & Miscellaneous Personal I Property (Schedule E) (5) 31,078.60 6. Jointly Owned Property (Schedule F) D Separate Billing Requested (6) 1,586.56 RECA- PITULA- 7. Inter-Vivos T~r;1::~~ .~ -,!, ~Jl:~'cellaneous TION Non-Probate Property (Schedule G or L) (7) None , 8. Total Gross Assets (total lines 1-7) (8) 92,665.16 9. Funeral Expenses & Administrative Costs (ScheduleH) (9) 19,265.42 to. Debts 01 Decedent. MortQage liabilities, & liens (Schedule I) (10) 98.93 11. Total Ded1lctlons (total Lines 9 & 10) (11) 19,364,35 12. Net Value of Estate (Line 8 minus Line 11) (12) 73,300.81 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax (13) None has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 73,300_81 SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, ortransfers under Sec. 9116 (a)(1.2) x.O (15) TAX 16. Amount of Line 14 taxable at lineal rate 73,300.81 X .0 45 (16) 3,298,54 - COMPU- 17. Amount 01 line 141axable at sibling rate 0.00 X .12 (17) 0.00 TATION 18. Amount of line 14 taxable at collateral rate 0.00 X .15 (18) 0.00 19. Tax Due (19) 3,298.54 20. D l$fl$pKI:iI1i!"!i\!jjXQj);A!jEiji;jq!ii#~jiii@AR~jjjiii:iP#ANq~RMYMi;jm;il ". ;>> BESUl'l1!:'r9 ANSWmALlal!!!S119NS ON PAGl:2ANDRECHECK MATH<" o PA 15001 NTF 29755 Copyright 2000 GreatlandlNelco LP - Forms Software Only PA REV.1500 EX (6.00) Page 2 Decedent's Complete Address: STREET ADDRESS 1311 Oak Lane CITY I STATE I ZIP New CurrfrJer land PA 17070 Tax Payments and Credits: 1. Tax Due (Page' Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 3,298.54 164.93 Total Credits (A + B + C) (2) 164.93 3. JnteresVPenalty if applicable D. Interest E. Penalty Total Interest/Penalty (0 + E) (3) 0.00 OVERPAYMENT. (4) TAX DUE. (5) 3,133.61 (SA) 0.00 (5B) 3,133.61 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the A. Enter the interest on the tax due. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WillS, AGENT . PLEASE ANSWER ~HE FOLLO~I~~6lJ~STIO~S BY pJCIN(~ AN 1. "X" IN THE APPROPRIATE BLOCKS Did decedent make a transfer and: a. retain the use or income of the property transferred; . . . . . . . . . . . . . . b. retain the right to designate who shall use the property transferred or its income: c. retain a reversionary interest; or. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d. receive the promise for life of either payments, benefits or care? ........... 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .................... . . . . . . . . 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 4. Did decedent own an Individual Retirement Account, annuity, or other non.probate property which cont:':'''7 at.ansficiarydesignation? ............ .................. IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on information ot which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE '0Q.n~.J P 111 rn,-u'$lii) 9,h &/2. 00 / ADDRESS See S SIG Yes No ~ I 8 ~ D ~ ATIVE ADDRESS 414 Bridge Street, New CurrfrJerland, PA 17070 00 [72P.S 119116(a)(1.1)(i)). For dales of death on or after January 1. 1995. the tax rate is imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 119116 (a) (1.1) (ii)] The statute does not exemot a transfer to a survivin9 spouse from tax, and the statutory requirements for diSclosure 0/ assets and filing a tax retum are still applicable even if the surviving spouse is the only beneliciary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or tor the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 99116(a)(1.2)]. The tax rate imposed on the net value Of transfers to or for the use of the decedent's lineal beneficialies is 4.5%, except as noted in 72.P.S. Ii 9116(1.2) (72 P.S. l!i9116{a)(1)] The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. i 91 16(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. o PA15002 NTF 29756 Copylight 2000 GreatlandlNelco lP - Forms Software Only . Estate of: June M. Morrisette -2001-00650 The following person(s) are signing the return as representative(s) of the estate: David P. Morrisette 5 Fairview Heights Phillipsburg, NJ 08865 "'" . ;";'k~-;:"" 7~,,;'. p~., ~. ~ . ':." ,..:F 'h ..>: ."' ~-~ "'~:< "'~"'~,~~"'~'~- ~ ':.' '~~"'" ';'. ~< :; _ ..., . ,<"" J{~:~.z.:..: ..~.. _ ~ . .t~f~"J .._~_"",l :),..-,' f"~,,4.,.)l4"'-'U"-"'( .,' ':,;l:i.utJ ;-~. ~;', i1:fi," ' ',' '~". '; ,,: ' ,,' -' "~:.:: "',' --,,' _. lUcrEf ~1!lilI alto 'Q}tgtam~ltf OF JUNE M. MORRISETTE I, JUNE M. MORRISETTE, of the Borough of New Cumberland, county of Cumberland, Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this my Last will and Testament, he:coe:by revoking and making void all former Wills by me at any time heretofore made. 1. It is my wish that my remains be cremated after my death. 2. I direct the payment of all my just debts and funeral expenses as soon after my decease as the same can conveniently be done. 3. I direct that there shall be paid out of my residuary estate all estate, inheritance and like taxes together with any interest or penalty thereon imposed by the Government of the United states, or any state or territory thereof, or by any foreign government or pOlitical subdivision thereof, in respect to all property required to be included in my gross estate for estate, - 1 - inheritance or like tax purposes by any of such governments, -- whether the property passes under this will or otherwise. 4. All the rest, residue and remainder of my estate, real, personal and mixed, I give, devise and bequeath as follows: A.) Twenty per cent (20%) to my son, THOMAS M. MORRISE'l"l'Ei B.) Twenty per cent (20%) to my son, DAVID P. MORRISE'l"l'E i C.) Twenty per cent (20%) to my daughter, MARY V. MORRISE'l"l'Ei D.) Twenty per cent (20%) to my daughter, CAROL MORRISE'l"l'Ei E.) Ten per cent (10%) thereof to my son, CHARLES H. MORRISE'l"l'E, JR. i and F.) Ten per cent (10%) thereof to my grandson, CHARLES PATRICK MORRISE'l"l'E. 5. Lastly, I nominate, constitute and appoint my son, DAVID P. MORRISE'l"l'E to be the Executor of this my Last will and Testament, and in the event he should predecease me, or should he be unable or unwilling to serve in such capacity for any reason, then I nominate, constitute and appoint my son, THOMAS M. MORRISE'l"l'E, to - 2 - be the Executor of this, my Last Will and Testament. I further direct that no bond or other security be required of my personal representative to guarantee faithful performance of his duties. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 12M day of February, 1998. \ $"""'" \-vi, Yt1rv""'1~) ne M. Morr~sette (SEAL) Signed, sealed, published and declared by the above named JUNE M. MORRISETTE as and for her Last Will and Testament, in the presence of us who have subscribed our names hereto as witnesses, at her req~est, in her presence and in the presence of each other. a 'Me- & - 3 - REV-1502 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF June M. MOrrisette SCHEDULE A REAL ESTATE FII..E NUMBER -2001-00650 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 01 the relevant facts. Real property which Is Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NO. DESCRIPTION VALUE AT DATE OF DEATH 1 ALL THAT CERTAIN lot of land with irrproverrents thereon situate in the Borough of New CLmt:erland, County of CLmt:erland, and Cornronwealth of Pennsylvania.... .known as 1311 Oak Lane, New CLmt:erland, PA 17070. BEING the sarre premises which Maude Hoyer Ross, by her deed dated June 26, 1950, and recorded in the Office of the Recorder of Deeds of CLmt:erland County, Pennsylvania, in Deed Pock K, Volurre 14, Page 298, granted and conveyed unto Charles H. MOrrisette and June M. MOrrisette, husband and wife. Charles H. MOrrisette dies June 15, 1987, whereby title vested in June M. MOrrisette, the decedent, by operation of law. The property was sold to Mary V. MOrrisette on Septernl::€r 26, 2001, for the sum of $60,000.00. 60,000.00 TOTAL (Also enter on line 1, Recapitulation) $ (/f more space is needed, insert additional sheets of the same size) 60,000.00 7 CPA21 NTF 10904 Copyright Forms Software Only, 1997 Nelco, Inc - I'" .. ~e\dei\morr~set.te DEED THIS INDENTURE made the)vtkday of September, in the year 2001, between DAVID P. MORRISETTE, Executor of the Last Will and Testament of JUNE M. MORRISETTE, late of the Borough of New Cumberland, County of Cumberland, and Commonwealth of Pennsylvania, of the first part, hereinafter called the Grantor, -AND- MARY V. MORRISETTE, of the second part, hereinafter called the Grantee; WHEREAS, the said JUNE M. MORRISETTE became in her lifetime seised, as of fee, of and in to a certain tract of land, together with the improvements thereon erected, situate in the Borough of New Cumberland, County of Cumberland, and Commonwealth of Pennsylvania, and more particularly described hereinafter; and being so thereof seised, died on June 28, 2001, having first made her Last Will and Testament in writing dated February 12, 1998, duly probated and registered in the Office of the Register of Wills of Cumberland County on July 10, 2001, wherein and whereby she appointed as Executor, the said DAVID P. MORRISETTE, to whom Letters Testamentary were duly issued by said Register of Wills on July 10, 2001 wherein and whereby said premises hereinafter described were not specifically devised, all -1- , . BEING the same premises which Maude Hoyer Ross, by her deed dated July 10, 1950 and recorded July 11, 1950, in the Office of the Recorder of Deeds of Cumberland County, Pennsylvania, in Deed Book K, Volume 14, Page 298, granted and conveyed unto Charles H. Morrisette and June M. Morrisette. Charles H. Morrisette died June 15, 1997 whereby title vested in June M. Morrisette, the decedent, by operation of law. This is a transfer from decedent's estate (Cumberland County estate file number 2001-00650) to decedent's daughter and exempt from all realty transfer tax. TOGETHER with all and singular the buildings, improvements, ways, streets, alleys, passages, waters, water-courses, rights, liberties, privileges, hereditaments and appurtenances whatsoever, thereunto belonging or in any wise appertaining and the reversions and remainders, rents, issues and profits thereof, and all the estate, right, title, interest, property, claim and demand whatsoever of her, the said JUNE M. MORRISETTE, at and immediately before the time of her decease, in law, equity, or otherwise howsoever, of, in, to or QUe of the same. TO HAVE AND TO HOLD the said lot or piece of ground above de- scribed, with the buildings and improvements thereon erected, hereditaments and premises hereby granted or mentioned, and intended so to be, with the appurtenances unto the said Grantee, to and for the only proper use and behoof of the said Grantee, forever. -3- And the said Grantor, for himself and his respective heirs, executors and administrators, does covenant, promise and agree to and with the said Grantee, her heirs and assigns, that he, the said Grantor, has not heretofore done or committed any act, matter or thing whatsoever whereby the premises hereby granted, or any part thereof, is, are, shall or may be impeached, charged, or encumbered in title, charge, estate or otherwise howsoever. IN WITNESS WHEREOF, the said Grantor has hereunto set his hand and seal the day and year first above written. .$'/ Ji~ Wl tnesEi,. /.!)v.,':jc? !f;lc.\,"~~e';;cll-iM (SEAL) DAVID P. MORRISETTE, Executor of the Last Will and Testament of JUNE M. MORRISETTE -4- COMMONWEALTH OF PENNSYLVANIA: COUNTY OF l..E:t~_1-' SS: On this, the 21.\~' day of s.~lo.t'-~- , 2001, before me a Notary Public, the undersigned officer, personally appeared DAVID P. MORRISETTE, Executor of the Last Will and Testament of JUNE M. MORRISETTE, 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 hereto set my hand and notarial seal. Nolana! seal Carol L. Troxell. Notary Public Lebanon. Lebenon County 2001 Mv Commission Expires Dec. 27. t~n of Notar18l . ".", ""V'",,,'l1vanl8 ASSOCI8......' 'Miilt...."".,',..,.} C\~,-J; ~ .j\ \\~ Notary Public' I hereby certify that the precise address of the Grantee is Attorney for -5- - - ,... A. B. TYPE OF LOAN: U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1-DFHA 2.DFmHA 3.I!ICONV. UNINS. 4.DVA 5. DCONV. INS. 6. FILE NUMBER: 17. LOAN NUMBER: SETTLEMENT STATEMENT 16353 5900150194 8. MORTGAGE INS CASE NUMBER: C. NOTE: This 'ann is fumished to give you a statement of Bctual settlement costs. Amounts paid to and by the sattlament agent are shown. Items marked "[pOC)" ware paid outside the closing; they are shown here for informational purposes and are not included in the totals. 1.. 3Ill8 (16353.pfdl16353f5) D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER: Mary V. Morrisette Estate of June M. Morrisette Fulton Bank 1311 Oak Lane PO Box 4887 New Cumberland, PA Lancaster, PA 17604 G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 25-1876783 I. SETTLEMENT DATE: 1311 Oak Lane Abstract Settlement and Property Services, Inc. New Cumberland, PA September 26, 2001 Cumberland County, Pennsylvania PLACE OF SETTLEMENT 428 Bridge Street New Cumberland, PA 17070 J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER: 101. Contract Sales Price 60,000.00 401. Contract Sales Price 60,000.00 102. Personal pro;;ert;;" 402. Personal Pronertv 103. Settlement ChAs to BorrowertLine 1400\ 2,502.91 403. 104. 404. 105. 405. Adlustments For Items Paid i!iV Seller in advance Adjustments For Items Paid Bv Seller In advance 106. CltVlTown Taxes to 406. CitvfTown Taxes to 107. CountVTaxes 09/15101 to 01/01/02 118.78 407. Countv Taxes 09/15/01 to 01/01/02 116.78 108. School Taxes 09/15/01 to 07/01/02 905.51 408. School Taxes 09/15/01 to 07/01/02 905.51 109. Trash Credit 09/15/01 to 10/01/01 6.19 409. Trash Credit 09/15/01 to 10/01101 6.19 110. 410. 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 63,531.39 420. GROSS AMOUNT DUE TO SELLER 61,028.48 200. AMOUNTS PAlD BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 201. Denosit or earnest monev 3,500.00 501. Excess Deooslt (See Instructions) 202. Princi081 Amount of New Loari7S\ 48,000.00 502. Settlement Charoes to Seller lLine 1400\ 1,170.98 203. ExislinnloaiiiSftaken subiect to 503. Exlstino loanlsltaken subiect to 204. 504. Payoff of first Mortgage 205. 505. Pa off of second Mort a e 206. 506. 207. 507. tDennsit disb. as nroceedsl 208. 508. 209. 509. AdJustments For Items Unnaid Bv Seller AdJustments For Items Unnaid Bv Seller 210. CitvfTown Taxes to 510. CitvfTown Taxes to 211. Cou~Taxes to 511. CountvTaxes to 212. School Taxes to 512. School Taxes to 213. Advance of Share 12,000.00 513. Advance of Share 12,000.00 214. Sewer Credit 07/01/01 to 09/15/01 31.39 514. Sewer Credit 07/01/01 to 09/15/01 31.39 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220. TOTAL PAID BY/FOR BORROWER 63,531.39 520. TOTAL REDUCTION AMOUNT DUE SELLER 13,202.37 300. CASH AT SETTLEMENT FROMITO BORROWER: 600. CASH AT SETTLEMENT TOIFROM SELLER: 301. Gross Amount Due From BorrowerrLine 12m 63,531.39 601. Gross Amount Due To Seller lLine 420' 61,028.48 302. Less Amount Paid BViFor BorrowerKine 220) ( 63,531.39) 602. Less Reductions Due Seller (Line 520) ( 13,202.37 303. CASH ( FROM) ( TO) BORROWER 0.00 603. CASH ( X TO) ( FROM) SELLER 47,826.11 OMB NO 2502 0265 ~ The undersigned hereby acknowledge receipt of a completed copy of pages 1 &2 of this statement & any attachments referred to herein. Borrower :fh--.,~.rv; ~~~ Mary V. Mo sette Seller'/). AI 01'-'1, . ~ ~ -h. tl.nn II I fiVl.IJ}.fJ , QI...q:J) Estate of June M. Morrisette Page 2 700. TOTAL COMMISSION Based on Price Division of Commission (line 700) as Follows: 701. $ 10 702. $ to 703. Commission Paid at Settlement 704. to BOO. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Ori ination Fee 1.0000 % to Fulton Bank 802. Loan Discount % to 803. Appraisal Fee to Andy Doherty 804. Credit Report to Informative Research 805. Lender's Inspection Fee to 806. Mortaaae Ins. ADD. Fee to 807. Assumption Fee to 808. Bond Fee to 809. Document Prep Fee to 810. Underwriting Fee to 811. Funding Fee to 812. Flood Cert Fee to 813. Courier Fee to 814. 815. 816. 817. 818. 819. 820. . 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest From 09/26/01 to 10/01101 @ $ 7.890400/day ( 902. Mortaaae Insurance Premium for months to 903. Hazard Insurance Premium for 1.0 vears to Shelbv Insurance 904. 905. 1000. RESERVES DEPOSITED WITH LENDER 1001. Hazard Insurance 1.000 1002. Mortoaoe Insurance 1003. Cityffown Taxes 1004. County Taxes 1005. School Taxes 1006. 1007. 1008. Aooreo Adi 1100. TITLE CHARGES 1101. Settlement or Closing Fee 1102. Abstract or Title Search 1103. Title Examination 1104. Title Insurance Binder 1105, Document Preoaration 1106. Notarv Fees 1107. Attorney's Fees includes above /tern numbers: 1108. Title Insurance includes above /tern numbers: 1109. Lende(s Coverage $ 48,000.00 1110. Owner's Coverage :ti 60,000.00 1111. Endorsements 100,300,8.1 to Abstract Settlement and Property Services, Inc. 1112. School Taxes 2001-02 to Robin Gasperetti 1113. Express Mall Fee to Abstract Settlement and Property Services, Inc. 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recording Fees: Deed $ 27.50; Mortgage $ 51.50; 1202. City/County Tax/Stamos: Deed . Mortgage 1203. State Tax/Stamos: Revenue Stamos ; Mortoaoe 1204. Assignment of Mta to Cumberland Countv RAnister of Deeds 1205. 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Survey 1302. Pest Insoection 1303. 1304. 1305. 1400. TOTAL SETTLEMENT CHARGES (Enter on Lines 103, Sectton J and 502, Section Kl 2,502.91, 1,170.98 By signing page 1 of this statement, the lllgnalol1es acknowledge receipt of e completed copy of page 2 of this two pege statement V / ) i, - ': '<:7'-. /P.- ~ _ x:/ Abstract Settlement and propert)"ServiC~/'l/tc- Settlement Agent 1/ t/f/ $ L. SETTLEMENT CHARGES @ % PAID FROM BORROWER'S FUNDS AT SETILEMENT PAID FROM SELLER'S FUNDS AT SETILEMENT 480.00 pac 275 pac 20 50.00 Fulton Bank Fulton Bank Fulton Bank Fulton Bank Geotrac Fulton Bank 300.00 195.00 75.00 18.00 25.00 25.00 5 days %) 39.45 DOC 278 7.000 3.000 $ $ $ $ months @ $ months (ri) 5) months (ri) 5) months ~ $ 23.17 oer De, Der 33.56 per 97.25 per er Der er month month month month month month month month 23.17 months months months months 234.92 291.75 -365.95 to to to to to to Karen L Umlauf to Nora Blair to Abstract Settlement and Pro e Services 8.00 4.00 286.57 ) 559.00 ) 559.00 150.00 1,166.98 15.00 79.00 14.00 Releases $ to to Certified to be a true copy. ( 16353116353/5) ---'--- I www..JndgeSllccIHcully.com UNIFORM RESIDENTIAL APPR I L Pronert" Oescrlntlon ASA REPORT FII. No. O?0020 I ~ProDllrlv Address 1.111 Oak !.allc Cdv New LumllCllanJ Slate PA zo, Code l70?O loga' D.""iption /look 14K I'.~c 298 County Cumherland A.....or.. Parcel No. 26-24-0811 ~13S Ta. V... 2(1111 RE. Tax.. $ lIolnrovic.1cd Soeciat Assessment,,, ,\10 BOfJower n/a Curren' Owner Estule of June M. MorriSl;:t1c O"",oanl: I X I Owner r I T.nant r Xl Vaconi .. Pr~" rinhls aDDI'aised IXI Fee S....... ( I l.a..hold I Proi.ct T'oo I I PUD II CondornniumlHUDNA onM HaAS nla lMo NeinhbOfhood Of Ptoiecl Nama none MaD Refefenee ADC 20 Kl Census Tract 108 SaI. Price $ n/a Oat. of Sale nla Desrrinlion and $ a:.lOUnt of loan charaeslconcessions to ~ oad ~ ~ none known LenderlOient Slone l.aFavcr & Shcklctski Addless 4151kJMc Street, New CUm~rhtllLl, PA 1707U ADDraiser .fummie K. Sheaffer Addre$s 1002 hridl.!e Street Suile UKI New Cumberlanu PA l70?O location W Urban ~ Suburban W Rural Predominant Single family housing Present land use % Land use change Buil up [K] 0.., 75% 0 25-75% 0 Under 25% occupancy PRICE AGE One famiy btl% [K] Not lik.ly oL*ely Growth rat. 0 Rapid [K] Slabl. 0 Slow !El Owner """" ()fS) 6U Low NEW 2-4 famly 15% o In process P'operty ,alu.. 0 Ina.asing [K] Stable R Declining >. Tenant 3S0 ....h 8S IAlltlariy 5% To: D....ndlsupply R Shortage ~ In"'" llwrSlpfty ~ Vaad(%%) Predomnanl COrTfTlelcial 15% Markelinn tm. Under 3 rmG. X 3-6 mos. Over 6 (00$. ~auriI o..~' 10S I 4S vLlcanl , 5% Note: Race and the racial composition of the neighborhood are flat appraisal factors. Neighborhood boundaries and characteristics: The ncillhhorhoou con~is\s of the Boruullh of New Cumberlanu. . . . Factors that affect the ma.rketab~ity of the propert1eS m the neighborhood (proximity to employment and amenities, employment stabmty, appeal to market, etc.): . 'Ibe subiect is locatoo in an established residenlial neiehhorhood consislinu nrimarilv of sinl!Je tiunilv dctal.:hed homes. Ernnlovrnenl centers iu the . " Citv of I l"'nlshun!. are a IS minute commute. NeiehbOr~OOll shonninu rull'ks Sl:houls and most services are within a 10 minutc drive. EmnlovtJ'lcnl stahililv and al}l\!'JII to the markct arc considered avcraee. Market conditions in the subject neighborhood (including sUt-'port for Ihe above conclustons "Iat.d to the trend of property values, demand/supply, and markeling time - . such as dala on competitive properties lor sale in the neighborhood. descripUoR 01 tt\. p"Yal.n~. of nl.s and financing concessions, elc_): Consislt:nt with other neillhborhoods in this area homes ill the subiecl neil!hhorhood havc cXDCricllc...-d moderate aDorcdalion in recent vears. COllventiunal H lA and VA tinancinl! arc readily avaHahle with oc..:.a.sional sales (.onl:.Cssions. Interest rates rcmain favorahle and have recentlv declined. Bascd un the DOOr wnditioll orthe suhiect moocrtv u marketiul! ncriod of nine months is nroiecled tor the nropcrtv. . Prolect InformaUon for PUDs (If applicab\e). - Is the developerlbuilder in con:;ol of the Home OWRers' Association (HOA.)? U VES -DNa Approximate total 00"** of units in the subject project nia :~PPfo){imat. total number of units for sal. in the subject project nla [ksaibe common e\emenhl and reaeattona~ facilities: nJa ~imensions see lella) dCSl:rintinn Topography hasicallv level Site aTea IS,,"KISI; COfner Lot 0 Ves [X] No Size tvnical for arca Specific zoning classification and description rcsidential Shape rcctanllu\ar Zoning colf'lllianc. [K] l.gal 0 legal ~ (Grandfalhered uso) 0 IIl.gal U No zoning Drainage appears ad.~()uate Hinhest & best use as invvoved: rXf Present us. .-h- Olher us. (exnlain\ View averaue Utilities Public Other Off~slte Improvements Typ. PubJic Private Landscaping tvpical EI.ctncny [K] Slreel macadam [K] 0 o.ifeway Surface aSllhal1 Ga. [K] Curbfgutt81 (;oneretc [K] 0 Apparent easemenls nunc (lnnafent Walef [K] Sidewalk. CUl\l:.ldc [K] 0 fEMA. Speciat Flood Hazard Area U Ves .00 No San~ary sewer ~ Streelligt\ts I}ole ~ R FEMA. Zone zone C Map Oat. 2i 16n? StOfm sewer AIIev none FEMA Ma. N.. 420366 B Comments (apparent adverse easements, .nCfoachmer1~s, sjleci.l'I assessments, s:ide areaa. illegal or legal nonconforming zoning, use, elc.): No annarent adverse casements u[ cl\t.:roachmcnts Were. noled O1l.h~duscl! GENERAL DESCRIPTIOIl EXTERIOR DESCRIPTION FOUNDATION BASEMENT INSULATION No. of Unb onc foundation concrclt: Slab none Ar.a Sq.Ft. I 106 Roo! 0 No. of Stories two Exterior Wads hrid;. & wood Qaoj Spooo 11% % Fin~hed 0% Ceiling 0 Typo (DeUAII.) dctached Roof Surface asohalt shinDle Basemenl IO()% C.ling wood ioist Vla'l. 0 Design (St~.) cane cod Gutters & Dwnspls. aluminium Sunv Pufl1) nune noleu Wans paneling Roar 0 Existing/Proposed cxistinl.' Window Type wood 1l.1I. Oampneu nonc noted Floar concretc None @ Ag.(Vrs.) SII StormtSaelJns no/nn Sel'Iernenl nonc notcd Outside Entry vcs u""",,, Eff.ct.. Ao. Vrs' W Manuladured House no 'nf~$'atioro mmc 1\u\l.-.u . ROOMS Fover livinn Dinino Kitchen Den Fam~' Rm Ree. Rm. Bedrooms I Baths Laundrv other Ar.a SO.Ft. i~ Basom",. I I I 1116 Level t I , I I I 1 I 1116 . Level2 2 I 4118 ~. I I ~ Finished cuea above made con'ains: (, Roomr 3 Bedroom s\. 2 Bathl". I 514. SnUilfe Feel of Gron l;;.inn Area . INTERIOR Materials/Condition HEATING KITCHEN EQUIP. ArnC AMENITIES CAR STORAGE'. Fio<n hard woodlaverrmc Typ. 1;11A Refrigeralor 0 Non. 0 F.eplace(')' --'- [K] None [K] . Walls nlaslcrloonr Fuel oil RangeJOven [K] Stan 0 Patio Illx \S' [K] Garage . 01 car> TrinlFin~h woodJavt:ral!'e Condii>nnon, Disposal 0 Drop Stai- D Deck 0 Attached Bath Floor tildavefUec COOLING Djshwasher 0 SadUe [K] Porch IS'x?' [K] Detached 8ath Wainscot lilclavcraec Central no Fan/Hood 0 Roar 0 Fence 0 Buij4n Ooors woodlnvera~t: Other nun~_ Microwav. q Heated R Pool R Carpol1 linolcum kitchcn llunr/nuo[ CondllClf'llVU WasherJOrv... Finished Drivewa" 4 Additional features (special energy efficient iterm, ek)~ Sce Allached AuJcndum. - Condihon of Ihe improvements, depredation (phY$k.a1, functional, and external), repairs needed, quality of construction remodeling/additions, etc.: See Allache..J AddendulII . Adverse environmental cond\ttoR$ (sueh as, but no' limited 10, hazardous wasle~, loxic substances, etc.) presenl in Ihe improvements, on Ihe aile, or in Ihe immediate vicinily of Ihe $ubject properly: See Altached Addendum. ----- ffeddMlUacfOfm10 6-93 PAG[I OF 2 T,. bra.... ",adll:"" ",,!hi ACl O'O..."''?'....l'.aJIIIIf..''''..Y*o'aflOOm....n? F.rn.MM-fa-m'll:104 &-10 Valuation Section www.HmJgc~' rcct!{cal~y.(;olll UNIFORM ~ESIDENTI/.L APPRAISAi.. REPORT EsnMATED SITE VALUE FileNo. 07(~)20 I ..... = $ 35 000 Commenhl on COil Approach (such as, source of cost estimate, ESTIMATED REPRODUCnON COST -NEW OF IMPROVEMENTS: site value, square foot calculation and for HUD, VA and FmHA, the Owiling Sq.Ft. @$ = $ estimated remaining economic life of the property): Sq.Ft. @$ = Because the aile of the proverty makes eSlimntinll accrued . . = deprcciation eXlremd\' s[)Cj.ulahve the cost aooroach is considered . ~ . _SqFt. @$ = unreliable and has not rn.."Cn dcveloned. . Total Estimated Cost New = $ Le.. Physical I Fund~n~ I. External Est. Remaining Econ. life: . llepeciaIian = $ DePfeaated Value of lR1Wovements . = $ "Aa-is" Value of Site Improvements . = $ - INDICATED VALUE BY COST APPROACH. ..... = S nla ITEM I SUBJECT COMPARABLE NO.1 COMPARABLE NO.2 COMPARABLE NO 3 1310 O"k Lane 1832 Anna Street 520 S. Third Street 332 Tenlh Slreel Address New Cumberland New Cumberland New Cumbcrhmd New Cumberland Proximity 10 Subied 6 blocks S blocks 4 blocks Sale$ Price $ nla $ 1Il2 500 $ 107 900 $114 (HlO POOlIGross LN. Area $ 000 ill $ 67.43 ill $7441 ill $73.()S ill Data and/Ol inspection MLS and Public Records MLS and Public Records MLS and Public Records Verification Sources oronertv owner Exterior inspection Exterior insllCCtion Exterior insnection VALUE AIlJlJSD.a<<S DESCRIPnON DESCRIPTION I .()",""'.... DESCRIPTION I tC.I$Allustmenl DESCRIPTION I t/.\$AdJl.I\tml!nl Sales or Financing conventiona! conv~ntional : conventional , Concessions dosed sale closed sale : dosed sale , Date of Sale/Time nla 3/7/01 : 2/9/01 : 1/2S!OO : location suburban suburban , suburban suburban Loasehcldof"ee 5iTDe fee simnle ICe simnle : tee simple : fee simole : ~ IS 000 SI' 7500 Sf : +2 (((HI 10 900 Sf : +1000 4300 SF : +3000 View ,1Iuiet strect/good uuid. strLll1f!>uoaior -3000 busv streetlinferior +5000 ouiet street/i,!Ood Desian and ADD8al cape cud/av~ cape codlav~ : cape cod/ave. : cape cud/ave. : ci Cooslrudian brick & wuo<Vavt! stucco & alum/avl! : brk & uluml"," : brk & "Iumlava : Age 50+/. vcars uld similar similar similar , Cond~ion pour lair : .ISIHlll laood : -25 000 laood , .25000 , Above Grade ToliI'Blhns' .... Total' 8ctms ' .... : TotaI'8ctms' .... : Tala!' Bdrms ' .... : . Room Count 6: 3: HIO. 7: 4: 100' 7: 3: !.SO, 7: 3: 100' Gross livina Area I 514 SoFI. 1 520 So Ft. : I 450 SO.Ft : 1.560 So.Ft. : . B_ & F~ilhed full basement lull basement full basemcnt full basement , Rooms Below Grade wlfinishcd tmllnished , , room & bath .1 O(~) unfinished . Functional um" poor avera)l,e : -WOOO average : -10 000 avera)l,e : -10 O(~) . Healina/CooIino llWBB/uone : steam radiator/ AC , -3.000 : st.:am radiator/noAC , st.:am radiator/noAC . Enerav Ellicienlllerm furnace/windows .10 000 furnace/winduws .10 000 furnace/roof .10 000 nonc GaraQelCarpori nOllc 2ear d...tadl..:d ~ara~c : .5000 I car ddadlOO ~ra~ : -2500 nonc : . POlch, Patio, Deck, porch. patin porches porches porches , heciaeels\ ele I lireolace ) lireolace ) fircplace , llircolace , Fence Pool elc. nonc none : nonc : none : Roof Condition older roof newer roof : .5000 newer roof : -5000 newer roof : .5000 Nel Adl. (lolall I 1+ Ixl- '$ 46 noD I 1+ Ixl- '$ SO 500 I 1+ IXI. '$ 47000 Adjusted Sales PrK:e Gross: 48.8% Gross: 57.9% Gross: 46.5% of Cormarable Net: -44.9% $ 56500 Net: -46.8% $ 57400 Net: -41.2% $ 67000 Commenls on Sales Comparison (including the subject property's compatib~ity to the neighborhood, etc. ): Three recent sales within the subicct's nei)l,hhorhood arc presented. All sales were sclected based 011 their similar design. al!c. ouahtv_ and nroximitv to the subiect nronertv. AU sales were considered reliable and were given similar weil!bt in the value conclusion. AU salcs were in suoerior condition and rCl1uired substantial downward adiustmcnts for condition nnd functional utilitv. . No adiustment for second bathroom on second level because it is in need ofreoairs and is currcntlv not utilizcd. Roof condition adlustment alsu includes maintcncc free exteriors on all three comparables as compared with the subicct's unpainted wood cxterior and roof age was unknown. ITEM SUBJECT COMPARABLE NO.1 COMPARABLE NO. 2 COMPARABLE NO.3 Date, Price and Data No sale during No sale during past twelve No sale during past twelve No sale dming past twelve Source to- ""..... pust twelve monlhs. months. months. wi"" vear ci aooraisal months. Analysis of any wrrent agreement of $ale, option. Ollisting of the subject Jlfoper1y and analY$is of any p'ior sates d subjed and ~ wlhit one ye<I" dthe date d appraisal: The SllblCCl is not cWTcntlv listed lor s<lle lIor has it sold during the Ollsl vear. INDICATED VALUE BY SALES COMPARISON APPROACH ....................................$ 60000 INDICATED VALUE BY INCOME APPROACH Estimated Ma.rkel Rent S nla J\to. x Gross Rent Mulirllier nla =$ na This appraisal is made 00 "as is" U .subjed.lo the repan, alteratms, inspedions or oondilKins listed bebv U subjed: to ~ion per plans and speclJc:aIions. CondjionsdAppaisal: Personal proOC'rtv is not included in the valuation. This is a comolctc summarv reoort.The insoection date was 7/10/01 with the etlcctive date of this relXlrt as of6/28/01 the'date of death of the owner. Final Recondiation: A1l1hree aooroachcs to value were considercd. Ilowever the market area lacks an adeauate number of rental sales to use the income annroach, Most weil!.ht was l!iven to the market data anproach due to thc age of the subiect. . The purpose of this apPfaisal is to e$timale the market value of the real property tha: is the su~jed of this report, based on the above conditions and the certfw:ation, conti1gent and Iilriling condition$, and market value defin~ion that are staled it the aUadled Freddie Mac Form 439.f'annie Mae Form tOO4B (Revised 6/93 ). I (WE) ESTIMATE THE MARKET VALUE, AS DEFI~ OF THE REAL PROPERTY THAT IS THE SUBJECT OF THIS REPORT,ASOF 6128/2(~1I . (WHICH ISTHE DATE OF INSPECTlQN ANT -;;TI~FTHISREPORT)TOBE$ 60,000 . . APPRA~ I. {(/I"'!Lr1 ; (J f:h j, SUPERVISORY APPRAISER (ONLY IF REQUIRED): SiQnatule - ~ :; A Slgnalure DDid DDid No! Name Tumitlie'K Shcaficr ~.J // Name Inspect Property Date Report SQned 07/17/2001 CV Dale Report Sianed State Certification" UA-000568-L State PA State Certification' State Or Stale License .. State Or State licem.e .. State FfeddieM~cfa-mlQ (1.93 PAGE 20F 2 '....lorm..."'od""""'llnIMACIO'""""'"nlllapidfOl....,......(INlO)2J4-.n7 Alliliated Appraisers & Consultants fame Mae Form 100t &-93 ADDENDUM Bco.rrower: n/a 1'~P;ii.Y_~~~.~~:_1~1Q._Q~_~ Lafle -f:i!Y~~~'!'!_~~~~rJ~nd Lender: Stone, LaFaver & Shekletski ~i!e No.: 0700201 Case No.: Slale:_PA ZiL17()71l Additional Features The poor condition of dwelling is prevalent throughout the interior and exterior. The basement has paneled rooms with no ceilings or floor coverings. The kitchen has original linoleum floor coverings and limited cabinets/counters all in poor condition. Condition of Improvements The house is in poor condition and appears to have not been adequately maintained including exterior wood deterioration due to lack of paint. Plaster walls and paint deteriorating throughout dwelling. Significant functional inadequacies were observed original heating syster,l, kitchen, and baths in poor condition. Second level bath inoperable. No extemal inadequacies were observer.:. Cos: to cure oeferred maintenance is estimated to be $30,000 to $40,000. Adverse Environmental Conditions Underground fuel oil tank in rear yard; Condition of underground fuel tank is unknown. No other adverse environmental conditions noted. However, the appraiser is not as expert in this field and makes no claims as to the existence of undesirable conditions. Addendum Page 1 of 1 ! Borrower: nJ" , Property Address: 1310 Oak Lane I City: New Cumberland lender: Stone LaFaver & Shekletski Stale: PA Zip: 17070 FRONT VIEW OF SUBJECT PROPERTY RlOAR VIEW ()F Sl,IBJECT PROPERTY STREEt SCENE (;UIVIt"'~kAt)Lt: t"N.ut't:K 11 ....HU I U Jo\UUCI"UUhl File No.: 0700201 Case No.: Borrower: n/a ProPElftl' Address: 1310 Oak Lane City: New Cumberland Lender: Stone Lafavor & Shekletski State: PA ~---- ..-.~- Zip: 17070 COMPARABLE SALE #1 1832 Anna Street New Cumberland COMPARABLE SALE #2 520 S. Third Street New Cumberland COMPARABLE SALE #3 332 Tenth Street New Cumberland DIMENSION LIST ADDENDUM Borrower: nla . Property Address: 1'310 Oak Lane City: New Cumberland Lender: Stone lafavor & Shekletski File No.: 0700201 Case No.: Stat~: p;;':-' Zip: 17070 ________...'__~.'_'L --------.----__0._____--.-- GROSS BUILDING AREA (GBA) 2,814 GROSS LIVING AREA (GLA) 1,718 Area(s) Area % of GBA Living level 1 level 2 Level 3 other 1,718 1,106 612 61.05 39.30 ---RZ? Basement Garage 1,096 38.95 Area Measurements Area Type Measurements Factor Total Level 1 level 2 Level 3 Other Bsmt. Garage 34.00 x 24.00 x I = 816.00 (R) 0 0 0 (R) 0 34.00 x 24.00 x ---11 = 612.00 0 (R) 0 0 0 [] 10.00 x \.00 x I = ---10.00 00 0 0 0 0 0 28.00 x 10.00 x ----1 = 280.00 ~ 0 0 0 (R) 0 x x - = 0 D., 0 0 0 0 x x_ = 0 0 0 0 0 0 x x_ = 0 0 0 0 0 0 x x_ = 0 0 0 0 0 0 x x ~::: 0 0 0 0 0 0 x x - = 0 0 0 0 0 0 x x _::: 0 0 0 0 0 0 x x _::: 0 0 0 0 0 0 x x - = 0 0 0 0 0 0 x x_ = 0 0 0 0 0 0 x x_ = 0 0 0 0 0 0 x x_ = 0 0 0 0 0 0 x x_= 0 0 0 0 0 0 x x _::: 0 0 0 0 0 0 x x_= 0 0 0 0 0 0 x x_= 0 0 0 0 0 0 x x_= 0 0 0 0 0 0 x x _::: 0 0 0 0 0 0 x x _::: 0 0 0 0 0 0 x x _ = 0 0 0 0 0 0 x x_= 0 0 0 0 0 0 x x _::: 0 0 0 0 0 0 x x_=__ 0 0 0 0 0 0 ------. x -------- x - = -...- 0 0 0 0 0 0 x x _ = 0 0 0 0 0 0 x x _::: 0 0 0 0 0 0 x x _::: 0 B 0 B 0 B x x _::: 0 0 0 x x_= 0 0 0 0 0 0 x x = 0 0 0 0 0 0 x x _::: 0 0 0 0 0 0 x x_ = 0 0 0 0 0 0 x x_ = 0 0 0 0 0 0 x x_ = 0 0 0 0 0 0 x x_ = 0 0 0 0 0 0 x x_ = 0 0 0 0 0 0 x x _::: 0 0 0 0 0 0 x x _ = 0 0 0 0 0 0 x x _::: 0 0 0 0 0 0 x x_= 0 0 0 0 0 0 x x _::: 0 0 0 0 0 0 x x _::: 0 0 0 0 0 0 x x_ = 0 0 0 0 0 0 x x_ = 0 0 0 0 0 0 x x_ = 0 0 0 0 0 0 x x_ = 0 0 0 0 0 0 x x_ = 0 [] 0 0 0 0 x x_ = 0 0 0 0 0 0 x ---- x - = .------ 0 0 0 0 0 0 Thlsbm.-a,prad~anIhlACl DII\1111opm1n1RapllFOI'~.ys...(8DO)2:J4.8n7 :-'/ \ .~ / "' ,y t;, I ::~ c:: I (5 '" " o :AJ '" rn ~ 'J -, i:5 :z l0- r- ~ . >; <- =0,: :1;;: -, r-:I c. .~ \~ .~ '0 .~ o . 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(,;)/ J,y / ~ ~O~_' ~~ ~ ~ , ~ 'i-r-, <;[---7 ~'lS> /1 (f\i" /1 V '?..t- j C';:~ :;'~3 ./ il' !2:~ . e a~ '. '~{:> "' g, / -- III _J 1:f0!! .,'". , , I . ,"~.'s '<..:', hi, l~{' '0 --::t: ~~ 5. ""--'," ~.....I J:J; jj- ~It'-- -" ~~ .::;.. tJ /', '" ~N ~ ~ " ' I l~ i '" rn ~! o :<< ~ "" -l eft 1)S <,>><:::' A~ ~. J:..~ Jrm '..... I . ..,' rn /, ~ , '< I r.; ,. .,. ,., , , / ~~ $ / ~ ,\~ /i~ /<P ~~ ., cO Fi / '~j~I!~ . ,,'''' ,(,' REAl- iQl1.S \Ionol Macel" ...bur9. \__ H....n __ ore....... _ ~.;:..':' ," ~ ..1 .. .. .. . .. ...... , -1_,. " <I .~ " . ~ ~ ~ ,.~ ~ .. ~"'. I ax Assessmenl - Real Property Reeord Card Page I of I 'I '/ -=mill I' f ,.. \ r I "''-' ,.--- ........ Hr.lll '.lclt,- 1},lld '~l r... ,or, I )nl fl( ..........,;' ~..J.2) ,1 [laliJt),)~( \4..n,lq(,f'1('nl tJ."work :. -i ;c'~, ..'t':"';}"~l';"-;"i~~'~.(.fr;L- /J- Real Property Record Card List Vi~w All 00\. 1'lo.1 County I 1....lp Edilrorm (~w Form LGCi~,"l~ON r~' A ~;;: (', E t \D p~\'or() ~';~IT t: DE,:)CI~::IPl~ON ACCESS 1311 OAK LANE 26-24-0811-035 LOT SIZE 0 SCHOOL DIST. 21900 Owner's Mailing Address: ()ViJNER.(S) 1311 OAK LANE NEIGHBORHOOD NEW CUMBERLAND, MORRISETTE, CHARLES MUNICIPALITY New Cumberland PA 17070 0 H & Boro - 2Nd Ward ZONING I~VIPH{)'1iLi;\'IENl C or~snHJC liON I3LOCS!.lE STOf'{Y GUILl DE\lLLOPNIENT HOUSE 0 0 PROJECT NAME, LOT NUMBER. LAND PLAN BOOK, AND PAGE ~"l.(.I0\\,~ (;,{)\IN'I St'~c;TGH 'S,UM MJ\!;~;~ '" TOTAL ROOMS BEDROOMS FULL BATH HALF BATH BASEMENT BSMT FINISH ATTIC HLJ\ln"r(i " ::::OOL.iN(1 FIREPLACE (S) COOLING HEATING FUEL SYSTEM TYPE ;\ S :~:: E:S :!~~_ firl E, fl,.:r',,1 P L 1..1 E YEAR LAND 1260 BUILDING\S) 6450 TOTAL 7710 (liJ\i hi f'; H '2;', \-\ IV \{EC,\,),RD SALE'i,!IAUDrr"{ BUO~\ r"j'~Gr rr'\Tf P,f,,'(UUi\)l rM~:;C Et LAr',n:O lhi- MORRISETTE. CHARLES H. & Y 14K 298 0/0/0 0 , REVISED 6115/98 DATE CUMBERLAND !=OUNTY ASSESSMENT OFFICE RECORDS OBTI\lNED FP;OM THE REAL ESTATE DATA SERVICES ONLINE, COPYRIGHT 1994-'998, ALL RIGHTS RESERVED. http://www.redsol.netltaxsearch/propertycard.htm?RSID= I 71l1/01 -JUl. ~9-0t to:24 AM CCRe 71 ',2494878 P.04 / '-{' (4 ?--- 9'? -'EST, ,"",OPEATY.P08SUBtON. ClA'M AhO DtMAHD WHATSOEVER, 80tH IN LAW AND EQUITY, oF' 1'1<< S-.'O , OF THE F I RIT PAAT, OF, IN, TO OIl OUT OF THE SA 10 PREMISES, AIOO EVERY PMT AND PARCEL THER EoF, Tt€ "PPUftlEItAHCEI I TO HAVE AN) TO HOLD THE 8A1U ",EMI8ES. W,TH AND "HG\1.AA THt APPURTENANCES, UNTO T~ SAlt IES OF THE IECoND PART, THE IR HE IRs AHo O$sl M, TO APel FOR THE ONLY PROP[R USE, IIENV IT AND )/' OF THE BoliO PARTlU OF THE SECOIOO PMT, THEIR HEIRS AND ASSIONS FOREV{R, AND TII: SAID PARTY OF THE , IRST PART, HER HE IRS, EXECUTORS AND ADMINISTRATORS, DOEs 8Y THESE :NTS, COV[NONT, GRANT AIOO AGREE, TO All) WITH THE SAID "'RTlES OF THE SECOIOO PART, TI€IR H[IRS 'SSlGNS FDREVER THAT SHE THE 8AI0 PARTY OF THE nRST PART, HER HEIR8 ALL AND 'INGIL"" THE IITOMENTS AND PAEMISES If:RElN AeOVE OUCRlSED 0N1J GRANTE' OR toENTloHEo. AND INTENDED '0 TO SE, TH[ APPURTENAr..ctt,. UNTO THE 8"'D PARTIES Of' THE S[CONO PART, 'r~ fA H(IRS AND A8I'GMe, A.~IN&t ;"\0 PA~TY or THE FIRST PART AND HER HEIRS, AGAINBT All AND (VERY OTI-tEA PERSON OR PERSONa iOEVER, LAWFULLY ClAIMlfrtG oA TO CL.AIM: THE SAK ~ ANY PART lHEREOf', SHALL AHO WILL, 8Y THEs[ NTS, "'RRONT AHO FoH(VER OUENIl. IN WITNESS wHCRElF, THE s.lD PARTY OF THE FIIlST PART TO THESE PAESENT6 HAS HERE \JIT 0 SET HER AND SEAL OHEO THE DAY AND YEAA FIRST ASOVE ...lfTEN , Mount HOYES ROSS (SEAL) :0, SEALED APel DELIVERED IN THE ""ESEHeE oF I IR M *CIVOR or P[NNSYL VAN IA ) , or CLMiERLANO ISS . ON THI8 10TH DAY 0' JUlY IN THE YEAR ONE THOUBolND NINE HUNDRED AND nFn .0) BEFORE ~ 0 NOTORY PU8L1C THE UND[RSlQ~O ".FICER, PERBllH'lLY OI'PEOREO MAUDE HOYER ROSS I TO l'[ TO SE THE PERSON WHDSE NAME IS BUllSCRIIEO to tlf: W'THIN INSTRuMENT, "0 ACKNO<ILEDCEO SHE EKECUltD TIf: BoK fOR THE PuRPGlIE THEREIN CONTAINEo,ANO 0[8IRED THE sAME MIGHT BE REcoRlEO tHo IN wITH(SS Wt€R[ tT, I HEREUNTO SET MY .ANO AND NOToR"L SE..... 'w ..,~ ELLO M STR~\llI" .. "....... ; NOTA~V ioUliL"iti : MY C~ISS'ON EXP'~:;T '1- END or Tt€ No.T SESS'ON'OF T ~E I(BY CERTIFY THoT THE PREllISE RESIOEHei OF TNt wI linN GRANTEE IS 15TH STREET, HEll CUMBERLAND,PENNA. II E SHISSLER ATTORNEY fOR OR.NTEE :S j;? .---------------------------- ---.------------.--- -"" '" -----------------------------~--- ,Y s~ES MADE TIf: 10TH OAV OF JULY IN THE YEAR of DUR LORD ONE THOU- I. 61.00 I 0 NINE HUNOREO AND F ,FTY ST . EAST PENNSBORO fWP. t 9n VAN[ l. RtED AND RU1"" AN"" REEO, 'H' ...,'E, Of' fA EO JULY 10. 19sa I PE:HN8BOAO ~SHIP, C~BERLAND COUNTV,PENN8VLVANIA,PAATlEB . JULY 11, 1~50 lor THI: rlR,T -----------------------.---.- AND E PL.CE PARTY Of THE lECONO PA RY IO'LE', Of THE ,... , (ll 00) DOLLAR AND OTHER TU[ FlR.T PART. FOR AND IN CONSIDERATION OF THE SUM OF 0 , " OF THE UNITED STATES OF AN CA, lfLL AND TRUlY PAID UABL.E CONSIOERAT'ON, L.lWrl.l. M:~~ 10 'tHE :!AID "ARTlEB OF' THE n PAAT. Af AND .trORE THE THE so,. PARTV OF THE SECOND . .,.. '~I":' 61.10 VLR ROR I.......... I 7-10",,0 """1 I T., S INDENTURE, 1881 '.-'-', "'" : L REED ET UK '" "'l, 0.-\'-' .... l 1.... ~ '.' "\ fWl c'"nL ,. t i'~"19'1R (11 P.0:3 )WLEDGED T><E ABOVE IIOOENTORE" TO ~E THE ,. IG"T BE ANO [ACH OF THEtq ACf AND OHO, A"" ~SIRED . " REtORDED AS 80tH. .," "' IS M~ HAND ANO NOTARIAL SEAL THE DAY A.O YEAR AFORESAID .,,- MARVIN N w':~ , RY PUBL IC' , MY C 8 ION ExPIRts MAAt4 )1, ~9SJ ANTI[ 18 1,,"0 kUlT DRIVE I Of TIf; ...--.................--.......-. L!I:.: J/ ~ 9J- '. I .-... -- ...~..................._._...._._._....- . I ROSS rtCISTUlO IV THE . :aCH Of WfW CI'I~nlllO . oI1lI..Y....lO..19S.0j .1..... B. P.III..~Ey 'U.IlUII'lt ... .UTII I !\i\? =- 7-10-iO 1liClllH1lIr. >RRISETTE ET O. '1BUlLANO, PA. ,0, 19S0 , 19S11 I tHIS 'NI1NTU~, I MAD[ Tl€ 10TH OllY or JULY, IN TI-I[ y(Aft or OUR LORD ONE I THOVS,"", NINE HVNDREO AND FIFTY ( 1950) '--...-----..---..--...------, BETWEEN ~AU~ HOYER R099, WIOO..,. or THE SMOUGH or Nl:W tOUNlY OF CUMBERLAND, A'iJ STATE OF PENNSYl.VAHI., GRANTOR, PARTV of THE FIRST PART, ANa RRISETTE AND JVHE M.MOlIRISETlE, HIS wIFE. OF THE BORlJIGH OF flEw C~BERLAND; COUN'" O. AND 8l-.TE of PENNSYLVANIA. QRANTEESrPARTtES of THE IECOH{) PAfni WI1NEBsrtH, tHAT Rn or THE FIRST PART, FOR AND 'N CON91DERATION f1 THE S\Wol OF oNE ('1.00) DOLLAR WAtI..[ COHSIUEF(ATIOHS, LAWfUL ~OMEY or ll-l( UMHt.O STATU or AMERle". lW(LL AND TRULY ~IO P.\RTIEs or tHE SECONO PAR.,. TO T~ S"'b PARTV or THE nABT 'AAT. AT AND lJErOR;E AND DEL IVERV OF THESE PRE8EN1S, THE RECE 11'1' wHEREOF II It: ~E8Y ACI<IIO'l(.EDGEO. "'" GA,UI:O. SOLD, AL'ENED, ENFEorf'EP. RD-EA8ED. CONVEYEO ANt.! tOHf'\AMED I AMb By Tt€SE S GRANT I 8ARGA IN. BEL~ ALlEH. ENHerr, RELE....SE. CQMV€Y Ate ~"RM UNTO THE SAID I€ steoNO PART, Tt€IA HEIFlS AND ASSIGNS, T tERTAIN LoT of LANIl SITUATE 'N THE BOI'OUOH OF H(W CV"'ERLAND, FORMERLY LOWER IP, COUNTY OF CVMIlE~LAN~, ANU 'TATE OF PENNSYLVANIA, BOUNDED AND IlisCRIBEO AB ,IT, '" AT A POINT ON THE NORTHERLY LINE or OAH LANE AT THE D,v'D'NO liNE BEhEEN LOTS 106 ON THt HEREINAf'T~A MENTIONED PLAN or Lots, ~'CM P01M' " Two HUNOREO THI~TY ~BT Dr THE HORTH WEST . CORNE" OF' PA~t( AvtNuE ....ND O~ l,.ANt, Tt€NCE NDRhW"ROLV IV I LINE AT R 10HT ANGcES TO OA' LANE TWO HUNDREO ( 200) FEET TO LOT NO. U1, THENCE 'HALLEL WITH OA' lANE ALONO SAID LOT NO. 111 SEVENTV nvr (UI rEET TO LoT NO, 10'7 I THENCE SOuTHWARULY BY THE DIVIDING LINE BETWEEN LOTS NOS. 106 AHa 107 TWO HUNDRED I THE NDNTHERLY LINE OF oAK LANE, THEICE E.STWARDlY BY THE NORTHERLV LINE or OAK FivE ( 751 TEET To A PoINT, THE PlACE of BEOINNINO, IT NO. 106 IN PLAN .c. AMENDING. SEVEN MAPLE8 NO.1. A8 "ECOq)[O IN TIot( C\)lJBERlAND IER'S ornCt Itf A.AN SOaK 2, PAGE U. P"RT 0" THE S_E PREMtsE8 Wlo4\(:M O. ....'\.E1 BR....NDT. ET AL., 8Y THEIR DEEO DATED '. ""'0 RECORDeo HI tUMBtALAHI cOUttT"t RECORDER'S otrlCE IN DEED BOOK .... VOL. 10, ~t(O MQ co..V(.,.to UMTO M~UO[ HOYER ROSS,PARTY or THE fiRST 'ART HERETO. , WITH ALL AND SINOLlAR, THE BUILD IN09, IMPROVEMENTS, WOODS, WAYS, RIGHTS, L IBER- :O[S, HEREDITAMENTS AHD APPURTENANCts, To THE BIM!: BELDNGINO, OR IN ANYWISE APPER- , THE REVERSIOH AND REVERSIONB, REMAINDER AND RE,._NDER., ~ENTS, IBSVE8 AN. :0,.. ANO or [VE-A..,. 'ART ANn, PARCEl THlRtO'. AND "'10, ALL THE UTATE, AIGHT, Tll.t. ~: ----... l~ i- Fie No. 1I71111211 I "DEFINITION OF MARKET VALUE: The most probable price which a property should bring in a competitive and open market under all conditions requisite to a fair sale, the buyer and seller, each acting prudently, knowledgeably and assuming the price is not . affected by undue stimulus. Implicit in this definition is the consummation of a sale as of a specified date and the passing of tille from seller to buyer under conditions whereby: (1) buyer and seller are typically motivated; (2) both parties are well informed or well advised, and each acting in what he considers his own best interest; (3) a reasonable time is allowed for exposure in the open market; (4) payment is made in terms of cash in U.S. dollars or in terms of financial arrangements comparable thereto; and (5) the price represents the normal consideration tor the property sold unaffected by special or creative financing or sales concessions. granted by anyone associated with the sale. "'Adjustments to the com para bias must be made for special or creative financing or sales concessions. No adjustments are necessary for those costs which are normally paid by sellers as a result of tradition or law in a market 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 approximate the markel's reaclion to the financing or concessions based on the Appiaiser's judgment 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 either lhe property being appraised or the tille to it. The appraiser assumes that the tille is good and marketable and, therefore, will not render any opinions aboulthe tille. 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 approximate dimensions of the improvements and the sketch is included only to assist lhe reader of the report in visualizing the property and understanding the appraiser's determination of its size. 3. The appraiser has examined the available flood maps that are provided by the Federal Emergency Management Agency (or other dala sources) and has noted in the appraisal report whether the subject site 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 determination. 4. The appraiser will not give testimony or appear in court because he or she made an appraisal of the property in question, unless 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 vaiuations of the land and improvements must not be used in conjunction with any other appraisal and are invalid if they are so used. 6. The appraiser has noted in the appraisal report any adverse conditions (such as, needed repairs, depreciation, the presence of hazardous wastes, toxic substances, etc. ) observed during the inspection of the subject property or that he or she became aware of during the normal research involved in performing the appraisal. Unless otherwise stated in the appraisal report, the appraiser has no knowledge of any hidden or unapparent conditions of the property or adverse environmental conditions (including the presence of hazardous wastes, toxic 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 exist or for any engineering 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 information, estimales, and opinions lhat were expressed in the appraisal report from sources that he or she considers to be reliable and believes them to be lrue and correct. The appraiser does not assume responsibility 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 Praclice. 9. The appraiser has based his or her appraisal report and valuation conctusion for an appraisal that is subject to satisfactory completion, repairs, or aiterations on the assumption fhat completion of the improvements will be performed in a workmanlike manner. 10. The appraiser must provide his or her prior written consent before the lender/client specified in the appraisal report can distribute the appraisal report (including conclusions about the property value, the appraiser's identity and professional designations, and references to any professional appraisal organizations or the firm with which the appraiser is associated) to anyone other than the borrower; the mortgagee or ils successors and assigns; the mortgage insurer; consultants; professional appraisal organizations; any stale or federally approved financial institution; or any department, agency, or instrumentality of the United States or any state or the District of Columbia; except that the lender/client may distribute the property description section of lhe 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 Form 1004B 6-93 Fie No. U7(K)2U I 'APPRAISERS CERTIFICATION: The Appra'.... certifies and agrees that 1. I have researched the subject market area and have selected a minimum of three f&c.8ot sales of properties most similar and proximate . to the subject property for .consideration in the sales comparison analysis and have made a dollar adjustment when appropriate to reflect the market reactIon to those ,tems of significant variation. \I a significant item in a comparable property is superior to , or more favorable than, the subject property, I have made a negative adjustmenllo reduce the adjusted sales price of Ihe comparable and, if a significanl ilem in a comparable property is inferior to, or less favorable than the subject property, I have made a posilive adjuslmenl to increase the adjusted sales price olthe comparable. 2. I have taken inlo consideralion the faclors Ihal have an impacl on value in my developmenl of Ihe estimale of market value in Ihe appraisal report. I have nol knowingly wilhheld any significant informalion from the appraisal reporl and I believe, 10 Ihe best of my knowledge, Ihal all slatemenls and information in Ihe appraisal report aJe Irue and correct. 3. I stated in the appraisal report only my own personal, unbiased, and professional analysis, opinions, and conclusions, which are sublett only to Ihe contingenl and limiling condilions specified in Ihis form. 4. I have no presenl or prospective inleresl in Ihe properly thaI is the subject to Ihis report, and I have no present or prospective personal interest or bias wilh respect 10 the participants in the transaction. I did not base, either partially or completely, my analysis and/or the eslimate of markel value in Ihe appraisal reporl on Ihe race, color, religion,lSex, handlcap'"familial stalus, or national origin of either the prospective owners or occupants of Ihe subjecl properly or of Ihe present owners or occupants of Ihe properlies in Ihe vicinily of the subject property. 5. I have no present or conlemplaled fulure inleresl in the subjecl property, and neither my current or future employmenl nor my compensation lor pertorming Ihis appraisal is contingenl on Ihe appraised value of the property. 6. I was nol required 10 report a predetermined value or direction in value thaI favors Ihe cause of the client or any related party, the amount of the value estimate, the attainment of a specific result, or the occurrence of a subsequent event in order to receive my compensalion and/or employment for performing the appraisal. I did nol base Ihe appraisal report on a requesled minimum valualion, a specific valualion, or Ihe need to approve a specific mortgage loan. 7. I performed this appraisal in conformity with the Uniform Standards of Professional Appraisal Practice Ihat were adopled and promulgaled by the Appraisal Slandards Board of The Appraisal foundation and that were in place as of the effective dale of Ihis appraisal, with the exception of the departure provision of those Standards, which does not apply. I acknowledge that an eslimate of a reasonable time for exposure in the open markel is a condition in the definilion of market value and Ihe eslimate I developed is consistenl with the markelinglime noted in the neighborhood section of this report, unless I have otherwise slated in the reconciliation section. 8. I have personally inspected the inlerior and exlerior areas of Ihe subject properly and the exterior of all properlies lisled as comparables in the appraisal report. I furlher cerlify Ihall have noled any appa;ent or known adverse conditions in the subject improvemenls, on the subjecl sile, or on any sile within Ihe immediale vicinity of the subjecl properly 01 which I am aware and have made adjuslments forlhese adverse conditions in my analysis of Ihe properly value 10 the extent that I had markel evidence to supporllhem. I have also commenled about the effect of Ihe adverse condrtions on Ihe marketabilrty of lhe subject property. 9. I personally prepared all conclusions and opinions aboullhe real estale Ihal were sel forlh in Ihe appraisalreporl. If I relied on significant professional assistance from any individual or individuals in the per10fmance of the appraisal Of the preparation of Ihe appraisal reporl, I have named such individual(s) and disclosed Ihe specific tasks performed by Ihem in the reconcilialion section of Ihis appraisal repOft. t certify that any individual so named is qualified to perform the tasks. I tiave not authorized anyone to maxe a change 10 any rtem in Ihe report; Iherefore, it an unaulhorized change is made 10 the appraisal report, I will lake no responsibilily for rt. SUPERVISORY APPRAISER'S CERTIFICATION: If a supervisory appraiser signed the appraisal report, he or she certifies and agrees Ihal: I directly supervise Ihe appraiser who prepared the appraisal reporl, have reviewed the appraisalreporl, agree wilh Ihe statements and conclusions of the appraiser, agree to be bound by the appraiser's certifications numbered 4 through 7 above, and am laking lull responsibility for Ihe appraisal and the appraisal report. ADDRESS OF PROPERTY APPRAISED: 131\) Oak Lane, New Cumberland, PA 17ll7ll APPRAISER: Signalure: ~t.0'Z,l-Le Name: T aRUnie K. Sheaner Dale Signed: 7/17/01 state Certification #'. GA-OOllS68-L or State License #: state: I' A Expiration Dale of Certificalion or License: Expires 6/3ll/O3 SUPERVISORY APPRAISER (only If required) 4'signalure: Name: Date Signed: Slate Certification #: or state License #: Slate: Expiration Dale of Certificalion or License: o Did 0 Did Not Inspect Property President Page 2 012 fannie Mae form 1oo4B 6.93 freddie Mac form 439 6.93 EDUCATION LICENSEE TESTIMONY Tammie K. Sheaffer QUALI FICA TIONS Johns Hopkins University, Baltimore, Maryland MS, Real Estate, Investment Portfolio Emphasis, 1999 Pennsylvania State University, Pennsylvania BS, Public Policy, 1987 . Real Estate Broker's License - Pennsylvania and Maryland . General Appraiser's Certification, 1991 District of Columbia, Harrisburg, and York Bankruptcy Courts; York County Board of Assessment Appeals; and Harrisburg City Zoning Hearing Board PUBLICATIONS Trend Watch 1999, Study of the Washinh>ton D.C. and Baltimore commercial real estate markets with a focus on office, industrial, retail and hotel land UseS. 2000 - Present 1990-1999 1989 - 1991 Affiliations Notable Commercial Pro"erlv A""ra;sals: . Stabilized a golf course and country club with a value in eXCeSS of $4,000,000 . Valued a historic museum and ?ddition with a value ;''1 excess of$2,OOO,000 . Valued 300,000 SF high rise office building . Reviewed Starbucks Coffee 3CU,000 SF eaSt coast distribution facility Bridge Street Realty, LLC, New Cumberland, Pennsylvania President Founded a full-service real estate brokerage, consulting, and appraisal firm serving the Mid-Atlantic Region. Prepare marketing strategies for complex income producing portfolios of investment real estate of various property types. Assist real property owners with leaselbuy, sell, and hold decisions. Review commercial leases for both lessee and lessor. Prepare real estate appraisals for condemnation, estate, divorce, litigation, liquidation, mortgage financing, and tax assessment reduction purposes. York Bank, A First Maryland Bank, York, Pennsylvania Assistant Vice President; Department Manal!er and Head; Chief Appraiser Read and prepared complex income producing appraisals of various property types, including shopping centers, nursing homes, automobile dealerships, mobile home parks, residential subdivisions, and construction of industrial buildings, restaurants, and hotels. Contracted MAl Appraisers to prepare appraisals with fees ranging between $2,500 and $20,000. Filed tax appeals to reduce taxes of the bank- owned real estate. Directed the appraisal staff and developed in-house appraisal reports. Reviewed internal and external appraisal reports for compliance with federal law. Prepared discounted cash flow models utilizing both excel and ARGUS analyses for existing and proposed properties. Inspected properties; inspected comparable sales; verified the data presented; and prepared a written report either recommending or rejecting the value conclusion. Served as the internal real estate expert and consultant. Rothman, Schubert & Reed, REAL TORS@, Lemoyne, Pennsylvania Associate Broker Represented buyers and sellers of real property. Prepared legally binding agreements of sale, leases, and marketing contracts. Prepared appraisals for this full-service real estate brokerage, consulting, and appraisal firm. . National Association of Realtors, CClM Candidate, Chicago, Illinois . Urban Land Institute (ULI) Washington DC Chapter . Appraisal Institute, nicago, :llinois, Affiliate Member and Candidate . NAIOP Central Penr.~.ylvania Chapter REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF June M. Morrisette SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER -2001-00650 Include proceeds of litigation & dale proceeds were received by the estate. All proD. jolntlv-owned with rlaht of survivorship must be disclosed on Sch. F. ITEM VALUE AT NO. DESCRIPTION DATE OF DEATH 1 Pennsylvania State Errployees Credit Union Account Number 203-109-703. 30,558.44 2 Medicare Refund Check 16.13 3 PEBIF refund check 4.03 4 Miscellaneous personal property 500.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 31,078.60 7 CPA81 NTF 10908 Copyright Forms Software Only, 1997 NelcO,lnc PSE(~ the financial link", July 17,2001 Stone. LaFaver & Shekletski Attn: Gerald J. Shekletski .+ 1.+ Bridge St. !\iew Cumberland, P A 17070 RE: June M. Morrisette SS II 203109703 Dear Mr. Shekletski: Ms. June Morrisette opened the above referenced account on January 15, 1973 in her name only. Ms. Morrisette was an active PSECU member at the time of her death, having a Savings. Checking and Visa Loan Account. Our records indicate that Ms. Morrisette did not carry Credit Life Insurance on this loan. Account Date of Death Balance's as of June 28, 2001 $ 29,161.31 $ 1.387.13 $ 10.00 Savings (S I) Checking (S4) Visa Loan (L9) If you have any questions. please contact me at (717) 234-8484 or toll-ti'ee at (800) ~37- 73 ~8. then press 6. extension 3120. ~incerelY, - ~tJ)"'; LLtv.....c;L..--J Dana Willard Account Advisor PENNSYLVANIA STATE EMPLOYEES CREDIT UNION Main Address: 1 Credit Union Place, Harrisburg, PA 17110-2990 . (717) 234-8484. (800) 237-7328 Mailing Address: p,o, Box 67013. Harrisburg, PA 17106-7013. (717) 717-2100 (TOD) . (800) 472-1967 (TOO) Web Address: www.psecU.com Savings federallv insured up to $100,000 by the National Credit Union Administration. REV-1509 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF June M. MOrrisette SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER -2001-00650 SURVIVING JOINT TENANT(S) NAME A Mary V. MOrrisette If an asset was made Joint within one year of the decedent's date of death, It must be reported on Schedule G. ADDRESS RELATIONSHIP TO DECEDENT Daughter 1311 Oak Lane New Curtt>erland, PA 17070 JOINTLY-OWNED PROPERTY: lETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR MADE Include name of financial institution and bank DATE OF DEATH DECD'S VALUE OF JOINT account number or similar identifying number. NO. TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1 A 05/01/68 PNe Bank Checking Account 3, 713 . 13 50% 1,586.56 Number 5140044761. 2 A 12/06/96 Waypoint Bank Checking Account 0.00 50% 0.00 Number 700029020. TOTAL (Also enter on line 6, Recapitulation) $ 1, 586.56 7 CPA91 NTF 10909 (If more space is needed, insert additional sheets of the same size) Copyright Forms Software Only, 1997 Nelco, Inc. AUG-17-2001 09:11 PNCBANK ClF DEPARTMENT 412 705 0057 P.01/01 QPNCBAN<. Decedent Reporting Firstside Center P7-PFSC-4-F 500 First Avenue Pittsburgh, PA 15219-3128 /SCP August 16.2001 Gerald J. Shekletski 414 Bridge Street P. O. Box E New Cumberland, P A 17070 RE: Estate of June M. Morrisette, Deceased SSN: 203-10-9703 000: 6/28/2001 Dear Mr. Shekletski: Please find the date of death balances you have requested listed below. CHECKING ACCOUNT #5140044761 Established 05/01/1968 MARY V MORRISETIE JUNE M MORRISEITE 000 Balance: $3,173.13 (non-interest bearing) Our office only provides date of death balances for IRA's, CD's, Checking and Savings accounts. We do ~ Financial Transactions or Statement Orders. For Further information please ealll-800-4-BANKER or your loeal PNC Branch and ask to speak with a Financial Services Representative. , ~~ Rachelle Sciullo 1-800-762-1775 A member of The PHe Fin.nei.I Services Group One PNC Plaza 249 Fiflh Avenue PittSburgh Pt-nnsyl\lMia 15222 2707 TOTAL P. 01 VI Way Rqint LOOK FOR US. WE"LL GET YOU THERE. 07/23/200 I STONE LAF AVER & SHEKLETSKI 414 BRIDGE ST NEW CUMBERLAND P A 17070 The information which you requested on the account(s) of JUNE MORRISETTE DECEASED (Social Security Number 203-10-9703) is/are as follows: Account Number Class of Account Date Opened Principal Balance Accrued lnterest Balance at Date of -127.65 Death 700029020 CHECKING 120696 -127.65 Account Ownership JTO Name of Joint MARY Owner, ifany MORRISETTE Date Ownership 120696 Was Established )"ocount Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established Additional Information Requested S~erely, D IJtltulf'/' .' linn] KATfW yorn46 () SENIOR SERVICES REP. P.O. 80x 1711. HARRtSBURG. PENNSYLVANIA 17105-1711 Toll Free 1-866-WAYPOINT (1-866-929-7646) . www.waypointbank.com REV-1511EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF June M. Morrisette SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER -2001-00650 Debts of decedent must be reported on Schedule I. ITEM NO. DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 Crenation Society of Central Pennsylvania 1,431.00 4100 Jonestown Road Harrisburg , PA 17109 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 5,000.00 Name of Personal Representative(s) David P. Morrisette Social Security Number(s)/EIN No. of Personal Representative(s) 181-42-9790 Street Address 5 Fairview Heights City Phillipsburg State NJ Zip 08865 Year(s) Commission Paid: 2001 2. Attorney Fees Narre: Gerald J. Shekletskl., Esq. 5,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00 Claimant Mary V. Morrisette Street Address 1311 Oak lane City New CUmberland State PA Zip 17070 Relationship of Claimant to Decedent Daucihter 4. Probate Fees 217.00 5. Letters Lestamentary 0.00 Accountant's Fees 6. Tax Return Preparer's Fees 0_00 See Schedule attached Total from continuation page (s) 4, 11 7 . 42 TOTAL (Also enter on line 9, Recapitulation) $ 19,265.42 7 CPA11 NTF10911 Copyright FOITT1s Software Only, 1997 Nelco. Inc. (If more space is needed, insert additional sheets of the same size) 'Estate of: June M. Morrisette SCHEDULE H, PART B -- Administrative Costs Item No. Description 7 Cumberland law Journal - Legal Advertising 8 The Patriot News - Legal Advertising 9 paddletown Cerretary Assoc. - Internrrent 10 Expenses associted with funeral service, including minister ($75.00), organist ($80.00) and caterer ($337.88) . 11 Bridge Street Realty, LLC - appraisal cost for 1311 Oak lane, New Cumberland, PA 17070. 12 AT&T 13 Verizon 14 PANC 15 PPL 16 Borough of New Cumberland - sewer aTId trash 17 Shipley Oil 18 PNC Bank, N .A. check printing fee 19 Certified mail charges 20 Lebanon Mutual Insurance Ccnpany - hareowners insurance 21 AT&T 22 Reirrbirserrent to State Ehployees Retirerrent System 23 Verizon 24 PANC 25 Borough of New Cumberland - sewer and trash 26 PPL 27 PANC 28 PPL 'IOTAL. (Carry forward to main schedule) Page 2 -2001-00650 Armunt 75.00 192.18 525.00 492.88 300.00 6.00 34.06 30.08 75.23 71. 21 213 . 00 12.50 31.38 169.00 55.04 27.85 52.36 28.61 76.79 74.71 20.72 69.82 2,633.42 . Estate of: June M. M::>rrisette SCHEDULE H, PART B -- Administrative Costs Item No. Description 29 Verizon 30 AT&T 31 U.S. Department of the Treasury Financila M3nagement Service (Social Se=ity Reclarration) 32 Closing costs for sale of real estate of $1,170.98 plus sewer fee reduction of $31.39 = $1,202.37 adjusted for reimbursement of real estate taxes of $1,022.39 and trash fee of $6.19 = $179.98. 33 Filing fees fot inheritance tax return ($15.00) and inventory ($10.00) . 34 Reserve for closing costs IDTAL. (Carry forward to main schedule) . . . . . . Page 3 -2001-00650 Armunt 30.35 8.67 740.00 179.98 25.00 500.00 1,484.00 REV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF June M. Morrisette Include unreimbursed medical expenses. ITEM NO. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER -2001-00650 DESCRIPTION AMOUNT 1 VISA Account Number 203-109-703 23.58 2 Quest Diagnostics 75.35 7 CPA12 NTF10912 TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, insert additional sheets of the same size) $ 98.93 Copyright Forms Software Only, 1997 Nelco,lnc. REV-1513 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES June M Morrisette No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 David P. Morrisette 5 Fairview Heights Phillipsburg, NJ 08865 2 ThCtTaS M. Morrisette 29 Surrrnitt Avenue Norwalk, CT 06850 3 Mary V. Morrisette 1311 Oak Lane New CUrrt.Jerland, PA 17070 4 Carol Morrisette 125 East Ross St. Lancaster, PA 17602-1926 5 Charles H. Morrisette, Jr. FOB 56414 North Pole, AI< 99705 6 Charles Patrick Morrisette 413 Ninth St. New CUrrt.Jerland, PA 17070 FILE NUMBER -2001-00650 RELATIONSHIP TO DECEDENT AMOUNT OR Do Not List Trustee(s) SHARE OF ESTATE Son Son Daughter Daughter Son Grandson 1/5 of Residue 1/5 of Residue 1/5 of Residue 1/5 of Residue 1/10 of Resl.due 1(10 of Residue ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 17 AS APPROPRIATE ON REV 1500 COVER SHEET II. NON-TAXA2L: ::IST:'lIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE None B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS None 7 CPA13 NTF 10913 TOTAL OF PART 11-- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00 (It more space is needed, insert additional sheets of the same size) Copyright Forms Software Only. 1997 Nelco, Inc. /b-c:2Y~-/} COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '* BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1541 EX AFP (12-DDI 11-05-2001 MORRISETTE 06-28-2001 21 01-0650 CUMBERLAND 101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN JUNE M GERALD J SHEKLETSKI ESQ STONE ETAL PO BOX E NEW CUMBERLAND PA 17070 Allount Rellitted 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=is4j-i3f-AFP--fi'2-:o0Y-NOYici--OF-YNHiifiT"NCE-YAX-A-PPRAisii'-ENT~--AL'rOw"i'-CE-OR------------ ----- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MORRISETTE JUNE M FILE NO. 21 01-0650 ACN 101 DATE 11-05-2001 TAX RETURN WAS: [X) ACCEPTED AS FILED 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) S. Cash/Bank Deposits/Misc. Personal Property [Schedule E) 6" Jointly Owned Property [Schedule F) 7" Transfers [Schedule G) 8. Total Assets CHANGED 60.000.00 .00 .00 .00 31.078.60 1.586.56 .00 (8) NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. (1) (2) (3) (4) (5) (6) (7) 92,665.16 APPROVED DEDUCTIONS AND EXEMPTIONS: 9" Funeral Expenses/Adll. Costs/Misc. Expenses [Schedule H) 10" Debts/Mortgage Liabilities/Liens [Schedule n 11.. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts [Schedule J) 14. Net Value of Estate Subject to Tax 19,265.42 98.93 (9) (10) 19.364 35 73,300.81 .00 73,300.81 (11) (12) (13) (14) NOTE: I~ an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS. .00 X 00 = .00 73,300.81 X 045 = 3,298.54 .00 X 12 = .00 .00 X 15 = .00 (19)= 3.298.54 . PAYMENT TECEIPT DISCOUNT [+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID [-) PAYMENT MUST BE MADE BY 03-28-2002~. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE 3,298.54 INTEREST AND PEN. .00 TOTAL DUE 3,298.54 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 DlI'lI'lINn li:.1I'1I' DI"UI"Dc:.1" c:.Tnl" nl" THTc:. I"nRM I"nR TNc:.TRIlr'::TTnNc:._l . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. J~-;;Ji/V /1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT ~t'* BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRIS8URG, PA 171Z8-0601 REV-ln7 EX iFP 112-001 RecorC;C:f"~ Reg ",tu DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-13-2001 MORRISETTE 06-28-2001 21 01-0650 CUMBERLAND 101 JUNE M GERALD J SHEKLETSKI STONE ETAL PO BOX E NEW CUMBERLAND "01 ESQ NUV 16 All :51 C:ark-'. PA l~eridr.~; Allount Rellitted , PA 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, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ ii"EV'=i6"ifj-i3f-AFP-fi'2-=ooY------...--iNHERITANCE-YA3f-STATEMENY-'(fF'-ACCOU'NT--...---------------- ----- ESTATE OF MORRISETTE JUNE M FILE NO.21 01-0650 ACN 101 DATE 11-13-2001 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-05-2001 PR I NC I PAL TAX DUE: ._........................................................................................................................................................................................................................ 3,298.54 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 09-26-2001 CDOO0314 164.93 3,133.61 TOTAL TAX CREDIT 3,298.54 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 lIE 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 MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 5/07/2003 MORRISETTE DAVID P 5 FAIRVIEW HEIGHTS PHILLIPSBURG, NJ 08865 RE: Estate of MORRISETTE JUNE M File Number: 2001-00650 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 6/28/2003 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, DONNA M. OTTO DEPUTY REGISTER OF WILLS cc: JFile Counsel Judge STATUS REPORT UNDER RULE 6.12 C;v' oK Name of Decedent: June M. Morrisette Date of Death: June 28, 2001 Will No. 2001-00650 To the Register: 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. Yes ~ State whether administration of the estate is complete: No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: (a) Did the personal representative file a final account with the Court? Yes No X (b) The separate Orphans' Court No. (if any) for the personal representative's account is: N/A (c) Did the personal representative state an account informally to the parties in interest? Yes~ No (d) Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and ma be attached to this report. Date: sjl->!o3> '.- o N 9 N 0_ o N ~ ::c J. Shekletski, Bridge Street New Cumberland, PA 17070 717-774-7435 Capacity: Personal Representative ~ p (:J .b ;;:j;;. ,j) ::: ~j6 X Counsel for Personal Representative est\rel\lform.rel IN RE: ESTATE OF JUNE M. MORRISETTE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA LATE OF THE BOROUGH OF NEW CUMBERLAND, CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION No. 2001-00650 RECEIPT, RELEASE AND WAIVER OF ACCOUNTING KNOW ALL MEN BY THESE PRESENTS, that I, MARY V. MORRISETTE, being one of the beneficiaries under the will of JUNE M. MORRISETTE, do hereby acknowledge that I have received all sums of money and property due me by virtue of the death of JUNE M. MORRISETTE, in full satisfaction and settlement of all of my rights and claims under her estate. I further declare, intending to be legally bound, that I hereby waive my right to require the filing of a First and Final Account and Proposed Schedule of Distribution in any Court of Common Pleas having jurisdiction over the same, and I acknowledge that I have had an opportunity to examine copies of the books and records of the said estate, and I agree to the final distribution of the estate without further formalities, and with the same force and effect as if a First and Final Account and Proposed Distribution ~ad been filed in a Court of Common Pleas of Pennsylvania having jurisdiction over the same and duly audited and confirmed. AND THEREFORE, I, MARY V. MORRISETTE, do by these presents, remise, release, quitclaim and forever discharge the Executor, his heirs, successors and assigns, from the acts of the Executor as afore- said, and of and from all actions, suits, payments, accounts, reckonings, claims, and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatsoever, and I do hereby consent to the discharge of the said Executor. IN WITNESS WHEREOF, I have hereunto set my hand and seal the 115 day of 1=1 ~R\'~ I , 2002. a~~/~ I ~~~~ COMMONWEALTH OF SS: COUNTY OF On this, the ~ day of _A?r~ \ , 2002, before me a Notary Public, the undersigned officer, personally appeared MARY V. MORRISETTE, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowl- edged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and seal the day and year first above written. ~~7~ Notary Public Notarial Seal Janet L. Snyder, Notary Public Harrisburg, Dauphin County - 2 - My Commission Expires Nov. 22, 2004 est\rel\lform.rel IN RE: ESTATE OF JUNE M. MORRISETTE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA LATE OF THE BOROUGH OF NEW CUMBERLAND, CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION No. 2001-00650 RECEIPT, RELEASE AND WAIVER OF ACCOUNTING KNOW ALL MEN BY THESE PRESENTS, that I, CHARLES PATRICK MORRISETTE, being one of the beneficiaries under the will of JUNE M. MORRISETTE, do hereby acknowledge that I have received all sums of money and property due me by virtue of the death of JUNE M. MORRISETTE, in full satisfaction and settlement of all of my rights and claims under her estate. I further declare, intending to be legally bound, that I hereby waive my right to require the filing of a First and Final Account and Proposed Schedule of Distribution in any Court of Common Pleas having jurisdiction over the same, and I acknowledge that I have had an opportunity to examine copies of the books and records of the said estate, and I agree to the final distribution of the estate without further formalities, and with the same force and effect as if a First and Final Account and ProDosed Distribution had been filed in a Court of Common Pleas of Pennsylvania having jurisdiction over the same and duly audited and confirmed. AND THEREFORE, I, CHARLES PATRICK MORRISETTE, do by these presents, remise, release, quitclaim and forever discharge the Executor, his heirs, successors and assigns, from the acts of the Executor as aforesaid, and of and from all actions, suits, payments, accounts, reckonings, claims, and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatsoever, and I do hereby consent to the discharge of the said Executor. IN WITNESS WHEREOF, I have hereunto set my hand and seal the 10- 'tI-- day of /})d r(! It , 2002. /' 1~1/dw Witness ~o~~ . CHARLES B TRICK MORRISETTE COMMONWEALTH OF SS: COUNTY OF On this, the / S y--(.. day of rY)~ r c h , 2002, before me a Notary Public, the undersigned officer, personally appeared CHARLES PATRICK MORRISETTE, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged tllat .he execu~ea the same for the purposes thereiu contained. IN WITNESS WHEREOF, I have hereunto set my hand and seal the day and year first above written. ~/ -2- est\rel\lform.rel IN RE: ESTATE OF JUNE M. MORRISETTE: LATE OF THE BOROUGH OF NEW CUMBERLAND, CUMBERLAND COUNTY, PENNSYLVANIA IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION No. 2001-00650 RECEIPT, RELEASE AND WAIVER OF ACCOUNTING KNOW ALL MEN BY THESE PRESENTS, that I, CAROL MORRISETTE, being one of the beneficiaries under the will of JUNE M. MORRISETTE, do llereby acknowledge that I have received aJl sums of money and property due me by virtue of the death of JUNE M. MORRISETTE, in full satisfaction and settlement of all of my rights and claims under her estate. I further declare, intending to be legally bound, that I hereby waive my right to require the filing of a First and Final Account and Proposed Schedule of Distribution in any Court of Common Pleas having jurisdiction over the same, and I acknowledge that I have had an opportunity to examine copies of the books and records of the said estate, and I agree to the final distribution of the estate without further formalities, and with the same force and effect as if a First and Final Account and Proposed Distribution had been filed in a Cnurt of Common Pleas of Pennsylvania having jurisdiction over the same and duly audited and confirmed. AND THEREFORE, I, CAROL MORRISETTE, do by these presents, remise, release, quitclaim and forever discharge the Executor, his heirs, successors and assigns, from the acts of the Executor as aforesaid, and of and from all actions, suits, payments, accounts, reckonings, claims, and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatsoever, and I do hereby consent to the discharge of the said Executor. IN WITNESS WHEREOF, I have hereunto set my hand and seal the / . r. ~ day of t11!11( C II , 2002. ~eM Witness ?I U.",J ~,\.. Jtr.~~_~~ CAROL MORRISETTE COMMONWEALTH OF SS: COUNTY OF LAI'J U4.),r- ~ On this, the /~1'tI day of J1II4/l C (.{ , 2002, before me a Notary Public, the undersigned officer, personally appeared CAROL MORRISETTE, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowl- edged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and seal the day and year first above written. /?. ~- ~ I~~~~" ~ Notary Public IIJIMIM.SEM. cw.D.8ME'(NaIIIf'-IID "'uIJ .lIa:aII8rea.n,. FA CoIMIission Expires Dee. 15. 2003 -2- est\rel\lform.rel IN RE: ESTATE OF JUNE M. MORRISETTE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA LATE OF THE BOROUGH OF NEW CUMBERLAND, CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION No. 2001-00650 RECEIPT, RELEASE AND WAIVER OF ACCOUNTING KNOW ALL MEN BY THESE PRESENTS, that I, THOMAS M. MORRISETTE, being one of the beneficiaries under the will of JUNE M. MORRISETTE, do hereby ackno'tJledge that I have received all S.,lIns of money and property due me by virtue of the death of JUNE M. MORRISETTE, in full satisfaction and settlement of all of my rights and claims under her estate. I further declare, intending to be legally bound, that I hereby waive my right to require the filing of a First and Final Account and Proposed Schedule of Distribution in any Court of Common Pleas having jurisdiction over the same, and I acknowledge that I have had an opportunity to examine copies of the books and records of the said estate, and I agree to the final distribution of the estate without further formalities, and with the same force and effect as if a First and Final Account and Proposed Distribution had been filed in a Court of Common Pleas of Pennsylvania having jurisdiction over the same and duly audited and confirmed. AND THEREFORE, I, THOMAS M. MORRISETTE, do by these presents, remise, release, quitclaim and forever discharge the Executor, his heirs, successors and assigns, from the acts of the Executor as afore- said, and of and from all actions, suits, payments, accounts, reckon- ings, claims, and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatsoever, and I do hereby consent to the discharge of the said Executor. IN WITNESS WHEREOF, I have hereunto set my hand and seal the /~ day of Mr/rvh , 2002. ~ -,. dulr k _. C!?/J () . A I/Y\, tfA- Wl tness (/ ! ..! '"'V v ~~J(h~ THOMAS M. MORRISETTE o COMMONWEALTH OF ~~ COUNTY OF n(f1,~~~ On this, the \ S ~ day of _(Y\C\,Ach SS: , 2002, before me a Notary Public, the undersigned officer, personally appeared THOMAS M. MORRISETTE, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowl- edged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and seal the day and year first above written. ~CN\ih"- 0\OvWl... !~\AaJA Notary Public NOTARIAL SEAL KAREN MARIE RUSSI, Notary Public Easton. Norttlampton County, PA My Commission Expil'fi Mit:ty 21, 2002 .-- . --- -2- est\rel\lform.rel IN RE: ESTATE OF JUNE M. MORRISETTE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA LATE OF THE BOROUGH OF NEW CUMBERLAND, CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION No. 2001-00650 RECEIPT, RELEASE AND WAIVER OF ACCOUNTING KNOW ALL MEN BY THESE PRESENTS, that I, DAVID P. MORRISETTE, being one of the beneficiaries under the will of JUNE M. MORRISETTE, do hereby acknowledge that I have received all sums of money and property due me by virtue of the death of JUNE M. MORRISETTE, in full satisfaction and settlement of all of my rights and claims under her estate. I further declare, intending to be legally bound, that I hereby waive my right to require the filing of a First and Final Account and Proposed Schedule of Distribution in any Court of Common Pleas having jurisdiction over the same, and I acknowledge that I have had an opportunity to examine copies of the books and records of the said estate, and I agree to the final distribution of the estate without further formalities, and with the same force and effect as if a First and Final Account and Proposed Distribution had been filed in a Court of Common Pleas of Pennsylvania having jurisdiction over the same and duly audited and confirmed. AND THEREFORE, I, DAVID P. MORRISETTE, do by these presents, remise, release, quitclaim and forever discharge the Executor, his heirs, successors and assigns, from the acts of the Executor as afore- said, and of and from all actions, suits, payments, accounts, reckon- ings, claims, and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatsoever, and I do hereby consent to the discharge of the said Executor. IN WITNESS WHEREOF, I have hereunto set my hand and seal the I/~ -11/ Jb .~ day of '/7 (},f.' , 2002. 2fu~~ of LQL Witness ~n')~j P. jj1(j"v,~,fi;d~ DAVID P. MORRISETTE COMMONWEALTH OF t\\t.uJ St\SC\j: W (\.~, ( \\ . SS: COUNTY OF On this, the \. \L . V day of {rn C\.rch , 2002, before me a Notary Public, the undersigned officer, personally appeared DAVID P. MORRISETTE, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowl- edged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and seal the day and year first above written. f'x\~~ t\~~ Notary u lC iIARcwEr H BUn.ER NOTARY PUSuc oF NEW JERSeY My Como.... ~ Feb. t, alOO -2 - est\rel\lforrn.rel IN RE: ESTATE OF JUNE M. MORRISETTE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA LATE OF THE BOROUGH OF NEW CUMBERLAND, CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION No. 2001-00650 RECEIPT, RELEASE AND WAIVER OF ACCOUNTING KNOW ALL MEN BY THESE PRESENTS, that I, CHARLES H. MORRISETTE, JR., being one of the beneficiaries under the will of JUNE M. MORRISETTE, do hereby acknowledge that I have received all sums of money and property due me by virtue of the death of JUNE M. MORRISETTE, in full satisfaction and settlement of all of my rights and claims under her estate. I further declare, intending to be legally bound, that I hereby waive my right to require the filing of a First and Final Account and Proposed Schedule of Distribution In any Court of Common Pleas having jurisdiction over the same, and I acknowledge that I have had an opportunity to examine copies of the books and records of the said estate, and I agree to the final distribution of the estate without further formalities, and with the same force and effect as if a First and Final Account and Proposed Distribution had been filed In a Court of Common Pleas of Pennsylvania having jurisdiction over the same and duly audited and confirmed. AND THEREFORE, I, CHARLES H. MORRISETTE, JR., do by these pres- ents, remise, release, quitclaim and forever discharge the Executor, his heirs, successors and assigns, from the acts of the Executor as aforesaid, and of and from all actions, suits, payments, accounts, reckonings, claims, and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatsoever, and I do hereby consent to the discharge of the said Executor. IN WITNESS WHEREOF, I have hereunto set my hand and seal the tj..",o 7H day of ~~ , 2002. ~)~ Jwy V .L L 1t::: ;:, / COMMONWEALTH OF ~. .J /JL SS: COUNTY OF ~ ~ ~ da y 0 f 77Zt.LAA'JU) On this, the ~o , 2002, before me a Notary Public, the undersigned officer, personally appeared CHARLES H. MORRISETTE, JR., known to me (or satisfactorily p~oven) to be the person whose name is subscribed to the within instrument and acknowledged that he executed the same for the purposes therei~ contained. IN WITNESS WHEREOF, I have hereunto set my hand and seal the day and year first above written. ~-0k~ Notary Publl. ~"../7~ .. . J ~rJ7V~' ~ je:2-13-tJ3 -2 -