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Home My WebLink About01-0686 PETITION FOR PROBATE and GRANT OF LETTERS Estate of JESSE C. MELLOTT a/so known as Deceased. Social Security No. 204-03-1310 No. 01./-01 - , " To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioners are 18 years of age or older and the Executors named in the last will of the above decedent, dated April 12, 1994 and codicil(s) dated [none]. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 716 Allen Road, Carlisle, South Middleton Township. Decedent, then 79 years of age, died July 14,2001, at Sarah Todd Memorial Home, Carlisle, Pennsylvania. Except as follows, decedent did not marry, was not divorced 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: Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: South Middleton Township, Cumberland County, PA $ unestimated $ $ $ unestimated WHEREFORE, petitioners respectfully request the probate of th last w'll and codicil( s) presented herewith and the grant of letters testamentary ther~ ~~ *- ~ . ~ .t"~~EIt~>'~~~ ~"-\f'Q/) Barbara A. Jumper ( I g a11..R/Yl.. 4L Ca,~ PA- '-,013 17/~ :ltt3- ~/" ------------------------------------~============================== ~/m~A Richard L. Mellott 720 Allen Road Carlisle, P A 17013 (717) 249-7583 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) : SSe COUNTY OF CUMBERLAND ) The petitioners above-named swear or affirm that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioners and that as personal representatives of the above decedent, petitioners will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this 18th day of ~ x: ,2001.~ . . (: -e .,: ~J 4. t-! -z . (.1./ II' R . ~ . - eglster Mary . LewJ-8 /"1-13-'7 ~d I. 7YJd/dt- Richard L. Mellott No. 21-2001-686 Estate of Jesse C. Mellott, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW, July 21m. 2001 , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument( s) dated April 12, 1994 described therein be admitted to probate and filed of record as the last will of Jesse C. Mellott and Letters Testamentary are hereby granted to Richard L. Mellott andB-arbara A.~. Mellott, formerly Barbara A. Jumper. Will Book # Page UM~ FEES Probate, Letters, Etc. Short Certificates( 3) Renunciation x- Pages (2) JCP TOTAL $ 235.00 $ 9.00 $ $ 6.00 $ ~.uu $255.00 Edward L. Schorpp, Esquire (17495) ATTORNEY (Sup. Ct. I.D. No.) MARTS ON DEARDORFF WILLIAMS & OTIO 10 East High Street Carlisle, P A 17013 (717) 243-3341 Filed July 23rd,2001 F :\FILES\DA T AFILE\EST A TES\ 1 0366-petition.1tr Call Attorney Edward Schropp. (\C..~(\o:::. ~,":,": This is to certify that the information here given is correctly copied froo: 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 filIng. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 p 7578058 No. 21-2001-686 ,,,\ ~~.~~~ Local Registrar JUl 1 8 2001 Date Hl05.1.3 RlIY. 2/87 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH :JPl'tINT IN IANENT :KINK _ Of' DECEDeNT IFni. ..._. Loot) SEX SOCIAL SECURITY NUMBEII DATE OF DEATH(MottII. DIY. Yoar) AGE (Loot _y) I.t4OER 1 VEA/I _ 00)'1 \.t'IOElll DAY HcM.n _H 1. Male J. 204 _ 03 _ 1310 81~ (CIty and PlACE Of' tlEA~CM* friy .... - _ _I.... on olhor .ille) Slat. or Fcnllrl CourIty) HOSPITAL; Carlisle ~O 19227.PA ... FACILITY HoWE (lfnol_.... give _ __I o ::lfy)O ~ Jesse Chester Mellott 78 Y.. _ 5- . COOKTY OF tlEATH CITY ~\ ~ ... Cumberland DECED9I1"S IJSI.W. OCCUPATlOtl (QIw _ 01_"'" Utng_ of~":do__r.t_.) . llLSchool Bus Driver 11bPublic DECEDENT'S MAILING AOORESS (_. CilyfT-.. Sloto. ZIp C_> Ie. Carlisle KINO OF IlUSINESSIINllUSTRY Schools oecEDENT'S AC1\lI\L II~PENCE (See _I.... "'__1 PA 17L Sloto 716 Allen Road 11. Carlisle, PA 17013 FATHEII'S _ IF'.... "'_. Loot> II. Jacob Colonel Mellott INFORWHT"S NAME (T~"') ~Richard L. Mellott ME1HOO OF D1SPOSmOli,.., . 0 _I ~ Cr_ 0 R_,,-$1l1o 0 Oonotion 0Ih0< <~) . 21.. . SIGNA Cumberland 17b. County .. Jul 14 2001 MARITAL STAlUS-Married NI[f~~~d. Widowed RACE"",",*"can !rd.n, Black, VVhite, etc (5!>od") 10. Whi te SUR\/MNG SPOuSE (K _. 11M ".iclon name) DId dec..... ....1111 I-..Np? 17..lZl y..._lvedln South Middleton 17d.O ~~=~of clIylbc<o MOTHER'S NAME (F"". _. MII_ SurNme) 1.. Ethel Clarissa Holtr 1NF0ItMN0IT'$ MAILING ADDRESS (Sltell. CltyIT-.. Slot..lI!> CoM) ~.720 Allen Road, Carlisle, PLACE OF DISPOsmON. ,..... of C_try. C_lory Of 0Ih0< _ 2001 L homa DUE TO (011 AS" CONSEQUENCE OF): f :: L. DUE TO (OR AS " CONSEQUENCE OF): OUE TO (OR AS A CONSEQUENCE OF): WERE ALlTOPSY FINDINGS _II OF DEATH "VAlLAllLE PllIOR TO ~ COMP\.ET\QolOF CAUSE - HcmIclde 0 OF DEATH'? AccI_ 0 -"~Ion 0 V.. 0 NoIXI V.. 0 No IX! - 0 CcUd not be dot_ 0 DATE OF IN.IUIlY ~. De,. Yo.r) 17013 22e. 219 LICENSE NUMllEI' nb. 05005792 L WAS CASE IIEFERRED TO M.;~ EMMINERlCOR 21. AwvxI-. lint__ I _.neI_ I NolXl ~"IIT.: 0lI10r ..."....1'11 __ corittlM.ting 10 dolth. I>ul nol rodIng In tIIO IOldol1yIng ..... __ III PART I. Renal Failure Coronary Artery Diseas TIME OF INJURY INJURY AT WORK? DESCRIBE HOW lNJ\JI\V OCCURRED. YH 0 No 0 21. 30.. _. =.~e~~)-'lorm. Ilreot, IIctory,oIIIct 30.. M. :lie. ZIb. CERTIFIER (Check only one) .CERTIFYING PHYSICIAN (PhysiCian certifying ~use 01 death when another physician has pronounced death and completed Item 23) To tile _ of my knowIqe. deatll OC<:UrM due to the cause(s) and Inlnner.s staled...".......................................................... .PRONOUNClNG AND CERTIFYING PHYSICIAN (Physician both pronouncing dealh and certifying to cause 0< death) To tile _ of my knowtqe. Ge.tII occurred at tile time, date. .nd pl.ce, and due to tile eluse{'J and manner ..mted.... "MEDICAL exAMINERJCORONER On tile basis of ex.mln.tlon and/Or Investigation. In mv oplnloll, death occurred at the time. date. and place. and due to tile ceuse(sl and manner as state<l.......................... ............. ..... ........."....." ""."... ........... ............. ... ..... ....". ... ... ".... .......... ............ ....... .."................. ......".. '" ~ \ Irl.I I 01 o IX! o Terry A. Robison DO 31. MAB, 220 Wilson St., Carlisle, PA 17013 DATE FILED <_, Dly.:;ar) :w. T 21-2001-686 LAST WILL AND TESTAMENT OF JESSE C. MELLOTT I, JESSE C. MELLOTT, a legal resident of South Middleton Township, Cumberland County , Pennsylvania, being of sound and disposing mind, memory, and understanding, do hereby make, publish, and declare this as and for my Last will and Testament, hereby revoking all other wills and codicils heretofore made by me. FIRST: I direct that all my just debts and funeral expenses, including my grave marker, shall be paid from the assets of my estate as soon as practicable after my decease. SECOND: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. THIRD: I devise and bequeath the residue of my estate, of every nature and wherever situate, to my wife, S. ISABEL MELLOTT, provided she shall survive me by thirty (30) days. Should my wife, S. Isabel Mellott, predecease me or die on or before the thirtieth day following my death, I devise and bequeath the residue of my estate, of every nature and wherever situate, to my son, RICHARD L. MELLOTT, and my daughter, BARBARA A. JUMPER, equally, provided that the share of any child who predeceases me or dies on or before the thirtieth day following my death shall be distributed to his or her issue, per stirpes, living on the thirty-first day following my death, and in default of any such then-living issue, such share shall be added to the share for my other child. FOURTH: I nominate, constitute and appoint my wife, S. ISABEL MELLOTT, Executrix of this, my Last will and Testament. In the event of the renunciation, death, resignation, or inability to act for any reason whatsoever of the said S. Isabel Mellott, I nominate, constitute, and appoint my son, RICHARD L. MELLOTT and my daughter, BARBARA A. JUMPER Co-Executors of this, my Last will and Testament. I hereby relieve my Executrix or her successor from the necessity of posting security in connection with their duties as such in any jurisdiction in which they may be called upon to act, insofar as I am able by law so to do. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting ~f~e typewritten page, each of which bears my initials, this ~ day of ~L , 1994. - ds~ ~ #~,.# (SEAL) ESSE C. MELLO , . I Signed, sealed, published, and declared by the above- named Testator, JESSE C. MELLOTT, as and for his Last will and Testament, in the presence of us, who, at his request, in his sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ~~/~ ~ ~cJ( ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA ) : SSe COUNTY OF CUMBERLAND ) I, Jesse C. Mellott, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged befpre me by Jesse C. Mellott, the Testator, this f~~ day of ~ ' 1994. ~~p_t? ~ 'llestator esse C . Mellott ~~ ~r~ Notary Public' tmARW. SfAl SUSAN K. GUYER. Notary Public CarliSle. Cumberland County My CommiSsion Expires Sept. 4. 1995 r r , .. AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ) : SSe COUNTY OF CUMBERLAND ) We, Edward L. Schorpp and gOBe,t1 R. &PrQ..J<, , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his Last will; that Jesse C. Mellott signed willirigly and that he executed it as his free and voluntary act for the purpose therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; and that to the best of our knowledge the Testator was at that time eighteen or more years of age, of sound mind, and under no constraint or undue influence. Sworn R~^_affi~ednand subscribed to before me by Edward L. SChor'pp ~nd ~a,\ J\. aiM-X. , witnesses, this /J..~ day of Uf'\.\.-L , 1994. ~~EAL) witness Edward . Schorpp ~~GA ( SEAL) ~~+<~cr Notary Public ( SEAL) tmARIAL SfAl SUSAN K. GUYER, NoIary Pubtlc Carlisle. Cumberland County My CommissiOn Expires Sept. 4. 1995 F:\F1LES\DA T AFILE\EST A TES\ 10366-notice.cer r; ~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: JESSE C. MELLOTT Date of Death: July 14, 2001 File No. 21-01-0686 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on or about August 29, 2001. Richard L. Mellott, 720 Allen Road, Carlisle, PA 17013 Barbara A. Mellott (Jumper), 718 Allen Road, Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A Date: August 29,2001 Signature Name ~T~~ Edward L. Schorpp, sq MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, P A 17013 (717) 243-3341 Attorneys for Personal Representative IN RE: ESTATE OF JESSE C. MELLOTT, LATE OF SOUTH MIDDLETON TOWNSHIP CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS COURT DIVISION ESTATE NO. 21-01-0686 ORDER OF COURT AND NOW, March 12, 2002, the within account is confirmed and distribution directed in accordance with the schedule. fV') q c.:~,_ N c,.... Ci:: ~ . ~~~ '''~ lJ- ''I .3 .~ ~jc N P By the Court, F: IFILES\DA T AFILE\EST A TES\10366 ffa. frm INRE: : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF JESSE C. MELLOTT, Deceased : ORPHANS' COURT DIVISION : NO. 21 - 01 - 00686 FIRST AND FINAL ACCOUNT OF RICHARD L. MELLOTT and BARBARA A. MELLOTT, EXECUTORS OF THE ESTATE OF JESSE C. MELLOTT LATE OF SOUTH MIDDLETON TOWNSHIP, CUMBERLAND COUNTY, PENNSYL VANIA Date of Death: Letters Testamentary Granted: Letters Advertised: Sentinel - Cumberland Law Journal- Account Stated as Final July 14, 2001 July 23, 2001 August 31, September 7 and 14,2001 September 7, 14 and 21, 2001 SUMMARY & INDEX PRINCIPAL PAGE 2 2 3 213,738.15 -22,237.21 -30.867.47 Receipts Conversions (Gain) or (Loss) Less Disbursements Advancements to Beneficiaries 4 160,633.47 -151.925.00 8,708.47 Balance Before Distributions Principal Balance Remaining INCOME Receipts Less Disbursements Income Balance Remaining 4 74.76 -0.00 COMBINED BALANCE REMAINING 74.76 8.. 783.23 -1- RECEIPTS OF PRINCIPAL 2001 07/14 07/14 07/14 07/14 07/14 Residence at 716 Allen Road, Carlisle, P A, appraised value 1474.27 units, MainStay Fund, International Bond Fund, Class B 349.307 units, MainStay Fund, Capital Appreciation Fund, Class B 1030.31 units, MainStay Fund, Convertible Fund, Class B 1978.623 units, MainStay Fund, High Yield Corporate Bond Fund, Class B 1191.312 units, MainStay Fund, International Equity Fund, Class B 07/14 07/14 491.637 units, MainStay Fund, Total Return Fund, Class B 07/14 582.636 units, MainStay Fund, Value Fund, Class B 07/14 851.183 units, MainStay Fund, Government Fund, Class B 07/14 M&T Bank, Checking Account #2675028043 07/14 Personal property, appraised value 07/14 1996 Ford Taurus, appraised value 08/06 U.S. Treasury, Social Security benefit check 08/06 U.S. Treasury, Tax relief check 08/17 CGU, insurance refund 10/11 cau, insurance refund 12/18 PSERS, prorated pension for July, 2001 12/19 Kemper Insurance, premium refund TOTAL PRINCIPAL RECEIPTS 2001 07/14 Residence at 716 Allen Road, Carlisle PRINCIPAL CONVERSIONS TO CASH GAIN 10/22 Proceeds of sale of residence 07/14 Mainstay Funds 08/06 Distribution to checking account 112,000.00 90.149.76 85,087.12 -500.00 08/20 Liquidation proceeds -84,200.15 TOTAL LOSSES ON CONVERSIONS: -2- 112,000.00 11,204.45 11,631.92 12,301.90 11,515.59 10,686.07 9,670.50 11,122.52 6,954.17 7,900.78 1,925.00 6,400.00 12.00 91.20 3.00 27.00 127.05 165.00 213,738.15 LOSS -21850.24 -386.97 -22,237.21 DISBURSEMENTS OF PRINCIPAL 2001 07/17 Outstanding Check, The BonTon 221.50 07/18 Outstanding Check, Sprint 32.56 08/03 M&T Bank, loan payment 2,496.88 08/3- PPL 417.62 10/1 0 08/3- Sprint 68.74 9/10 08/03 One Beacon Insurance, vehicle insurance 82.25 08/03 Waggoners Church Loyalty Class, funeral reception 100.00 08/06 The Sentinel 13.35 08/08 Clark American, estate account checkbook 6.16 08/29 Hoffman-Roth Funeral Home 6,672.00 08/29 Robert Cairns, Tax Collector, real estate tax 1,451.93 08/29 Robert Cairns, Tax Collector, personal tax 14.70 09/18 Carlisle Cement 51.15 09/21 The Sentinel, Advertising Letters Testamentary 100.31 09/26 Eric Hench Carpet Sales 93.00 10/1 0 Register of Wills, Agent, Inheritance Tax 7,229.05 11/12 Martson Deardorff Williams & Otto, disbursements 704.10 11/19 James Gingrich Memorials 95.00 09/3- M&T Bank, estate checking account, fees 5.00 1/3/02 2002 01/14 Register of Wills, Inheritance Tax 1,012.17 01/31 Martson Deardorff Williams & Otto, attorney fees 9,425.00 Reserved for Future Disbursement: Reserved for filing fees and miscellaneous expenses 575.00 TOTAL DISBURSEMENTS: 30,867.4 7 -3- RECEIPTS OF INCOME 2001-02 9/3/01- M&T Bank, estate checking, interest through 1/3/02 1/3/02 74.76 TOTAL RECEIPTS OF INCOME: 74.76 DISBURSEMENTS OF INCOME 2001-02 None TOTAL DISBURSEMENTS OF INCOME 0.00 ADVANCEMENTS TO BENEFICIARIES 2001 vanous Richard Mellott and Barbara Mellott, personal property 8/30 Richard Mellott, Cash 8/30 Barbara Mellott, Cash 11/09 Richard Mellott, Cash 11/09 Barbara Mellott, Cash 11/09 Barbara Mellott, 1996 Ford Taurus 12/11 Richard Mellott, Cash 12/11 Barbara Mellott, Cash TOTAL ADVANCEMENTS TO BENEFICIARIES 1,925.00 25,000.00 25,000.00 40,000.00 33,600.00 6,400.00 10,000.00 10,000.00 151,925.00 ';~l 'JJJJ/~ Richard M~llott, Executor -4- COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ) Richard Mellott and Barbara Mellott, being duly sworn ~ccording to law, deposes and says that the Account as stated is true and correct, and that the Grant of Letters Testamentary and the first complete advertisement thereof occurred more than four (4) months before the filing of the Account. Y8;Al1d 1/74 Ud Richard Mellott ~^~^r.~ ~\~dhJt Barbara Mellott Sworn and subscribed to before me this 3/sr day of January, 2002. /- ( L'v~~ Notary Public ' -5- F:\FILES\DA TAFILE\EST A TES\10366.spd.frm IN RE: : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF JESSE C. MELLOTT, DECEASED : ORPHANS' COURT DIVISION : NO. 21-01-00686 SCHEDULE OF PROPOSED DISTRIBUTION Combined Balance for Distribution Remaining as per First and Final Account 8,783.23 TO: Richard Mellott, Cash TO: Barbara Mellott, Cash TOTAL BALANCE FOR DISTRIBUTION 4,391.62 4,391.61 8.783.23 STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION The above distribution is proposed in accordance with the Last Will and Testament of Jesse C. Mellott. ',~ ?7?~d{- Richard Mellott, Executor Barbara Mellott, Executrix COMMONWEALTH OF PENNSYLVANIA ) SSe COUNTY OF CUMBERLAND ) Richard Mellott and Barbara Mellott, being duly sworn according to law, depose and say that the facts set forth in the Statement of the Reasons for the Proposed Distribution are true and correct. ~ ?r1/l/Jd;f- Richard Mellott, Executor ~A ~^"-~' ~~Q QJ1{ Barbara Mellott, xecu x Sworn and subscribed to before me this 31sT day of January, 2002. c .~ · k>1/u.-,I. 'k,W .- .. atary PUbf!;: ~ (Q1 (Q) ~ 21-2001-686 LAST WILL AND TESTAMENT OF JESSE C. MELLOTT I, JESSB C. MELLOTT, a legal resident of South Middleton Township, CUmberland County, Pennsylvania, being of sound and disposing mind, memory, and understanding, do hereby make, publish, and declare this as and for my Last will and Testament, hereby revoking all other wills and codicils heretofore made by me. FIRST: I direct that all my just debts and funeral expenses, including my grave marker, shall be paid from the assets of my estate as soon as practicable after my decease. SECOND: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. THIRD: I devise and bequeath the residue of my estate, of every nature and wherever situate, to my wife, S. ISABEL MELLOTT, provided she shall survive me by thirty (30) days. Should my wife, S. Isabel Mellott, predecease me or die on or before the thirtieth day following my death, I devise and bequeath the residue of my estate, of every nature and wherever situate, to my son, RICHARD L. MELLOTT, and my daughter, BARBARA A. JUMPER, equally, provided that the share of any child who predeceases me or dies on or before the thirtieth day following my death shall be distributed to his or her issue, per stirpes, living on the thirty-first day following my death, and in default of any such then-living issue, such share shall be added to the share for my other child. FOURTH: I nominate, constitute and appoint my wife, s. ISABEL MELLOTT, Executrix of this, my Last will and Testament. In the event of the renunciation, death, resignation, or inability to act for any reason whatsoever of the said S. Isabel Mellott, I nominate, constitute, and appoint my son, RICHARD L. MELLOTT and my daughter, BARBARA A. JUMPER Co-Executors of this, my Last will and Testament. I hereby relieve my Executrix or her successor from the necessity of posting security in connection with their duties as such in any jurisdiction in which they may be called upon to act, insofar as I am able by law so to do. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last will and Testament, consisting of one typewritten page, each of which bears my initials, this ~ day of ~L , 1994. . d~ (!. ~~,ZY (SEAL) ESSE C. MELLO signed, sealed, published, and declared by the above- named Testator, JESSE C. MELLOTT, as and for his Last will and Testament, in the presence of us, who, at his request, in his sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ~~~ (lJreJ ~cJ< ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA ) 55. COUNTY OF CUMBERLAND ) I, Jesse C. Mellott, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged befp~e me by Jesse C. Mellott, the Testator, this , ~-Y>' day of ~r'-L.-L , 1994. ~dk~ ~ Testator esseC. Mellott ~~ ~ ChlU Notary Public (' fl)TMIAl SEAl SUSAN K. GUYER. Notary Publt Carlisle. Cumberland County My CommiSSion Expires Sept. 4. 1995 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ) SSe COUNTY OF CUMBERLAND ) We, Edward L. Scharpp and ROBE.f.1 Q &M,t<. . the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his Last willi that Jesse C. Mellott signed willingly and that he executed it as his free and voluntary act for the purpose therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time eighteen or more years of age, of sound mind, and under no constraint or undue influence. Sworn RF^affi~ednand subscribed to before me by Edward L. schorpp ~nd ~(tT ~. nlAl!.Jl. , witnesses, this IJ..~ day of Clf\.Ll. , 1994. - ~~~EAL) witness Edward . Schorpp wil!p ~~ ( SEAL) ~~.2' < QA ~L / Notary Public .7J.... 0- NOTARIAL SfAL SUSAN K. GUYER. Notary Public Carlisle. Cumberland Courty My CommissiOn Expires Sept. 4, 1995 ( SEAL) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128.0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT EDWARD L SCHROPP ESQUIRE 10 E HIGH STREET CARLISLE, PA 17013 -------- fold ESTATE INFORMATION: SSN: 204-03-1310 FILE NUMBER: 21 - 2001 - 0686 DECEDENT NAME: MELLOTT JESSE C DATE OF PAYMENT: 01/15/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 07/14/2001 NO. CD 000748 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,012.17 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: RICHARD L MELLOTT C/O EDWARD L SCHORPP ESQUIRE CHECK# 125 SEAL INITIALS: CW RECEIVED BY: $1,012.17 MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SCHORPP EDWARD L 127 WEST HIGH STREET CARLISLE, PA 17013 -------- fold ESTATE INFORMATION: SSN: 204-03-1 310 FILE NUMBER: 21-2001- 0686 DECEDENT NAME: MELLOTT JESSE C DA TE OF PAYMENT: 10/11/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 07/14/2001 NO. CD 000377 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $7,229.05 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: RICHARD L MELLOTT C/O EDWARD L SCHORPP ESQUIRE CHECK# 117 SEAL INITIALS: DO RECEIVED BY: REGISTER OF WILLS $7,229.05 MARY C. LEWIS REGISTER OF WILLS I?-/~- 7 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG I PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEHENT1 ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX Recoropt1 Reg i d:;;" "")"' f.v C''-''~ ~ 1_ t ~ATE \J\{ills ESTATE OF DATE OF DEATH FILE NUMBER P 3 :,PUNTY ACN 11-26-2001 MELLOTT 07-14-2001 21 01-0686 CUMBERLAND 101 "01 NOV3Q EDWARD L SCHORPP MARTSON ETAL 10 E HIGH ST CARLISLE *' REV-1547 EX AFP U2-DDI JESSE C Allount Rellitted Clerk~C;~, ,:, t....:ourr PA 1701~Umbenand CO'I PA MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE1 PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-Y=is4-j-ii:--AFP--fi'2-:ooi--NOi"-ici-OF-"rtiHiififiifcE-i"AirA-PPRA-isiiiENT~--ALi-owiifcE-o-R----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX JESSE C FILE NO. 21 01-0686 ACN 101 ESTATE OF MELLOTT TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED DATE 11-26-2001 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) ~. Hortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (I) (2) (3) (~) (5) (6) (7) 112~000.00 62~594.28 .00 .00 16~459.03 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) l~. Net Value of Estate Subject to Tax (9) (lOJ 19,,148.66 2.804.06 (II) (l2J (l3J (I~J NOTE: To insure proper credit to your account" subllit the upper portion of this forll with your tax paYllent. 191,,053.31 '1 .95' 7' 169,,100.59 .00 169,,100.59 NOTE: I~ an assessment was issued previously, lines 14, 15 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 l~ at Spousal rate 16. Allount of Line l~ taxable at Lineal/Class A rate 17. Allount of Line 1~ at Sibling rate 18. Allount of Line l~ taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: (IS) .00 X 00 = .00 (l6J 169/100.59 X 045 = 7,,609.53 (17) .00 X 12 = .00 (18) .00 X 15 = .00 (19)= 7,,609.53 PAYHENT RECEIPT DISCOUNT (+) AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-J 10-11-2001 CDOO0377 380.48 7,,229.05 TOTAL TAX CREDIT 7,,609.53 BALANCE OF TAX DUE .00 INTEREST AND PEN.. .00 TOTAL DUE .00 · IF PAID AFTER DATE INDICATED" SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1" NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A ..CREDIT.. (CRJ 1 YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.J COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 INHERITANCE TAX RECORD ADJUSTMENT A'S. cnrr' -'. ,- \.;! l)!::.'':- Regi~;t6'.- . .~(~ of 17-/3-7 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN .02 JAN 11 P 3 :21 EDWARD L SCHORPP MARTSON ETAL 10 E HIGH ST CARLISLE Clerk- PA qlp~r.2f -'_' ...1- .JC~lf l PA 01-04-2002 MELLOTT 07-14-2001 21 01-0686 CUMBERLAND 101 Allount Rellitted *)~ REV-l595 EX AFP (12-00> JESSE C 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 ~ REV=is93-EX--AFP--fi'2-:ooY-----..-iiftiER.rfANC-€-TA-i-RE-CORU--Aij:,-USTif€NT-..----------------------- - -- - -- ESTATE OF MELLOTT JESSE C FILE NO. 21 01-0686 ACN 101 ADJUSTMENT BASED ON: VALUE OF ESTATE: ADMINISTRATIVE CORRECTION 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adllinistrative Costs/ Miscellaneous Expenses (Schedule H) Debts/Mortgage Liabilities/Liens (Schedule I) Total Deductions Net Value of Tax Return Charitable/Governllental Bequests; Non-elected 9113 Trusts Net Value of Estate Subject to Tax 10. 11. 12. 13. 14. TAX: 15. Allount of Line 14 .t Spousal rate 16. Allount of Line 14 taxable at Lineal/Class A rate 17. Allount of Line 14 at Sibling rate 18. Allount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: (1) (2) (3) (4) (5) (6) (7) 112..000.00 85..087.12 .00 .00 16..459.03 .00 .00 (8) DATE 01-04-2002 (9) (10) 19..148.66 2..804.06 (11) (12) (13) (14) 213..546.15 21..952.72 191..593.43 .00 191..593.43 .00 8.621.70 .00 .00 8.621.70 . .. II ...... . KI:~I:.Lrl II (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-11-2001 CDOO0377 380.48 7..229.05 MENT MUST BE MADE BY 04-14-2002*. TOTAL TAX CREDIT 7.609.53 BALANCE OF TAX DUE 1.012.17 INTEREST AND PEN. .00 TOTAL DUE 1..012.17 PAY (Schedule J) (15) (16) (17) (18) .OOX 00 = 191.593.43X 045= .Oox 12 = .00x 15 = (19) · IF PAID AFTER DATE INDICATED.. SEE REVERSE (IF TOTAL DUE IS LESS THAN $1.. NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR).. YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) REV-1470 EX (6-88) '* INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME JESSE C MELLOT FILE NUMBER SCOTT ELLISON ACN 2101-0686 101 REVIEWED BY ITEM SCHEDULE NO. EXPLANATION OF CHANGES IN ACCORDANCE WITH YOUR CORRESPONDENCE OF 12-11-2001 SCHEDULE B HAS BEEN CORRECTED TO $85,087.12. Paqe 1 /7 -15'-1 BUREAU 0 INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z8060l HARRISBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT tM. {/ , ,.. i/ IIEV-1U1 EX AFP Ul-l2> EDWARD L SCHORPP MARTSON ETAL 10 E HIGH ST CARLISLE '02 r-iAR 11 , 'fDA TE ESTATE OF DATE OF DEATH FILE NUMBER P 2 :.1t9UNTY ACN 03-04-2002 MELLOTT 07-14-2001 21 01-0686 CUMBERLAND 101 AlIOUnt R_ltted JESSE C c;u, 'c PA 1701~~lanb:: MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE~ PA 17013 NOTE: To insure proper credit to your account~ submit the upper portion of this for. with your tax paynent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-Y=i6o-j-iY-AFP--lol-:oii-------...-iNifiriiTANCi--YAX--STA-fEMi-tiY-O-F-AircOUN-f--...--------------------- ESTATE OF MELLOTT JESSE C FILE NO. 21 01-0686 ACN 101 DATE 03-04-2002 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: 01-03-2002 PR I NCI PAL TAX DUE: ._..____._.__.._____.__..___._..__.._.__.__._._.._.______.._._._______..._._____...... 8~621.70 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-11-2001 CDOO0377 380.48 7~229.05 01-15-2002 CDOO0748 .00 1~012.17 TOTAL TAX CREDIT 8~621.70 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE~ SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $l~ NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl ~ YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) '\, /7-/8-7 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' REV-UD7 EX AFP COl-D2) EDWARD L SCHORPP MARTSON ETAL 10 E HIGH ST CARLISLE .02 liAR -8 P 1 :1 8 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-04-2002 MELLOTT 07-14-2001 21 01-0686 CUMBERLAND 101 JESSE C Allount Rellitted C:c'!r, OUlil~U3 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 ~ REV:ii;ifj-EY-AFP--(Oi-:02.r------...--iNHERi~fANCE-;:iY-STA-fEMEti;:-OF-iccouii"f--...--------------------- ESTATE OF MELLOTT JESSE C FILE NO. 21 01-0686 ACN 101 DATE 03-04-2002 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: 01-03-2002 P R I NC I PAL TAX DU E : ...................................................................................................................................................................................--...................-................ 8,621.70 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-11-2001 CDOO0377 380.48 7,229.05 01-15-2002 CDOO0748 .00 1,012.17 TOTAL TAX CREDIT 8,621.70 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) .---- - BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-D601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RECORD ADJUSTMENT Reco rei ~:_ Res}! ~...I..2 EDWARD L SCHORPP HARTSON ETAL 10 E HIGH ST CARLISLE "02 JAN 15 Cl&rk . PA 170Q.nnberlar of DATE ESTATE OF DA TE OF DEA TH FILE NUMBER P 3 :1 )cOUNTY ACN ( - tEY-159J EX AFP (12-00) 01-04-2002 MELLOTT 07-14-2001 21 01-0686 CUMBERLAND 101 JESSE C AlIOUnt R_i tted <~:t~ il FA /()/~ I 17 MAKE CHECK PAYABLE AND REMIT PAYMENT REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 TO: NOTE: To insure proper credit to your account, ~it the upper portion of this for. with your tax paywent. C~_! ~~~_t!!_!.!!!!_.!:.!!:'~_______~____!l_~!~~!!_~P_~~ PORT~ON FOR YOUR RECORDS ~ c,vj ~ REGISTER OF WILLS OF CUMBERLAND COUNTY STATUS REPORT UNDER RULE 6.12 (For Resident Decedents Dying After July 1, 1992) -...... ,~ Name of Decedent: Jesse C. Mellott ::_J .~ p ~ '..,. Date of Death: July 14,2001 File No.: 21-01-0686 Social Security No.: 204-03-1310 , .- \.c Pursuant to Rule 6.12 ofthe Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes x No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes x No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No x d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: July 10, 2002 Signature: Name: Address: ~~~~ Edward L. Schorpp, squi e MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, P A 17013 (717) 243-3341 Counsel for personal representative F \FILES\DA T AFILE\EST A TES\ 1 03661.srep REV.l500EX+('-Oo) .. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OEPT.280601 HARRISBURG, PA 17128-0801 E REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY - FILE NUMBER 21 01 00686 COUNTY CODE YEAR ----- -] SOCIAL SECURITY NUMBER 204-03-1310 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS - SOCIAL SECURITY NUMBER NUMBER ~ 2 W o W " W o - DECEDENT'S NAME (LAST,-FIRST, AND MIDDLE INITIAL) MELLOTT, JESSE C. I 07/~:;;~~~MM'DD-YOAR)--=-r ~A~~;~;'~~~(;M-UU-YOAR} _ :(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL) - ---- -----~ ---- 3-.-"""RemaTridefRefUm {(fate oTCfea1l1prior 10 12-1j~8-2) IllI 1. Original Retum 0 2. Supplemental Retum 0 w ~ 0 4. Limited Estate 0 4a. Future Interest Compromise (date of death 5. Federal Estate Tax Retum Required ~"'" 0 u<<~ afterf2-12-82) w~g IllI 6. Decedent Died Testate (Attach copy 0 7. Decedent Maintained a Living Trust (Attach 1 8. Total Number of Safe Deposit Boxes :C~...l ,,~.. of Will) copy of Trusl) ~ 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (date of death between 0 11.Election to tax under Sec. 9113(A) (Attach Sch 0) " 0 12-31-91 and 1-1-95) .~ "'2 Ww ~o ~2 00 ,,~ NAME , Edward L. Schorpp tIRM-NAME(ifappli68bler------- !vIartso~ Deardo~lf WilJiams & Otto ELEPHONE NUMBER 717/243-3341 10 East High Street Carlisle, PA 17013 --r--- I I .-- (1) 112,000.00 OFFICIAL USE ONLY - (2) 62,594.28 ---- ----- (3) None -- ----- (4) None -- (5) 16,459.03 (6) None (7) -0- (8) 191,053.31 (9) 19,148.66 --------- (10) 2,804.06 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 2 o ~ ~ ~ i< " " w ~ 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) (11) 21,952.72 169,100.59 12. Net Value of Estate (Line 8 minus line 11) (12) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (13) (14) 169,100.59 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Une 14 taxable at the spousal tax rate. x .00 (15) or transfers under Sec. 9116(a)(1.2) 2 16.Amount of Line 14 taxable at lineal rate 169,100.59 x .045 (16) 0 g 17.Amount of line 14 taxable at sibling rate .12 (17) ~ x ~ 0 " ~ 18. Amount of line 14 taxable at collateral rate x .15 (18) ----._--- 19. Tax Due (19) 7,609.53 7,609.53 20. 0 hr....... CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) 1'1- 1'3-7 Decedent's Oomplete Address: STREET ADDRESS 716 Allen Road CITY "---T~- --- ]STATE PA ,ZIP 17013 Carlisle Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 7,609.53 380:-;rr Total Credits (A + B + C) (2) 380.48 3. Interest/Penalty if applicable O. Interest E. Penalty TotallnteresUPenalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2. enter the difference. This is the TAX DUE, A. Enter the interest on the tax due. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (3) 0.00 (4) (5) 7,229.05 (SA) (5B) 7,229.05 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;............................................................................. 0 ISI b. retain the right to designate who shall use the property transferred or its income;................................ 0 181 c. retain a reversionary interest; or............................................................................................................ 0 ~ d. receive the promise for life of either payments, benefits or care?.......................................................... 0 181 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.. ...... ......... ,......... ... .... ... ... .... .,. ,...... .......... ....... ... .... ... ....... ... ... ....... ... ." .... 0 181 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ...... 0 1:81 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................,,,........................................................................................ 0 181 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. UnderpenaltTes o-f perjury, r dedare that I tlaie examined'ihis return. including accompanying schedules and statements, and to thebest of mY knowledge and belief.lt is true, Correct and' Comphite. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE6F-PER.SON-RESPONSlilE FOR FlUNG RETURN ._~-- AOORESS-- ----- ,--- -- -- --' DATE c .1l # I _ 720 Allen Road SI~Lt.S~:lrlro~viJt"N -A1JlJRESlr Carlisle, PA 17~_~_ /,:) -l.oT)A~1 718 Allen Road Carlisle, PA 17013 AIlIlRESS---- -- ~- 10 East High Street Carlisle, Pi\. 17013 '0 -10 -Of ---'-- -""'" ..- )0-10-0/ For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)). For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)), The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116 (a> (1.2)). The tax rate imposed on tile net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P .S, ~9116 1.2) [72 P$. ~9116 (a) (1)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. 99116 (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. , - '* I J SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSY\...V"-Nl", INHERITANCE TAX RETURN RESIDENT DECEDENT .~..~..____..~.~----1_____ __ ESTATE OF~EL~OTT,~SSE C.~ - ---- ~ I FILE ~~~~;~OO~86- I 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 tie exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property wl1ich Is jointly-owned witn right of survivorship must be disclosed on schedule F. ---- ----,----- --..,.----.,...--.--- --------.-----.----- VALUE AT DATE OF DEATH lTI.,000.00 ITEM NUMBER ( DESCRIPTION Residence situate at 716 Allen Road, South Middleton Township, designated as Cumberland County .. parcel No. 40-09-0527-0IOB and conveyed by Deed dated November 24, 1978, and recorded in Cumberland County, Pennsylvania, Deed Book "E", Volume 28, Page 112 to Jesse C. Mellott and S. Isabel Mellott, his wife. The said S. IsabelMellott having died August 5, 2000, title vested entirely in the decedent herein (copy attached.) Value per appraisal attached. TOTAL (Also enter on Line 1, Recapitulation) 112,000.00 . - *' SCHEDULE B STOCKS & BONDS 1_- ___ 1 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MELLOTT, JESSE C. -FILE NUMBER .. ~.. 21 - 01 - 00686 All property jointiy-owned with right of survivorship must be disclosed on Schedule F. ITEM T NUMBER ' 1 DESCRIPTION 'UNIT VALu-;-1 VALUE AT DATE OF DEATH lir04 1474.27 UnitS,MainStay Fund, International Bollil Fund Class B, Account No. i 55-54550129 1 2 349.307 Units: MainStay Fund, Capital Appreciation Fund Class B, Account No. 40-79735235 7.6 33.31 11,631.92 11.94 12,301.90 5.82 115.16 8.97 10,686.07 19.67 9,670.50 19.09 11,122.52 8.17 6,954.17 r- 62,594.28 3 I 11030.31 Units: MainStay Fund, Convertible Fund Class B, Account No. 42-79942375 4 1978.623 Units: MainStay Fund, High Yield Corporate Bond Fund Class B, Account i No. 43-79713903 5 1191.312 Units: MainStay Fund, International Equity Fund Class B, Account No. 56-54550128 1491.637 Units: MainStay Fund, Total Return Fund Class B, Account No. , 57-79735237 6 7 i 582.636 Units: MainStay Fund, Value Fund Class B, Account No. 41-79735236 851.183 Units: MainStay Fund, Government Fund Class B, Account No. , 44-79713904 8 __ ___ __I TOTAL (Also enter on line 2, Recapitulation) . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ..~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT -.-L. ESTATE OF MELLOTT, JESSE C. , FILE NUMBER ~ 21-01-00686 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER 1 DESCRIPTION VALUE AT DATE OF DEATH 7,906.78 M&T Bank, Checking Account No. 2675028043 2 Personal Property, appraisal value 1,925.00 3 1996 Ford Taurus, appraisal value 6,400.00 4 U.S. Treasury, Social Security Benefit Check 12.00 5 U.S. Treasury, Tax Relief 91.20 6 COU, refund of premium 3.00 7 PSERS, prorated share of pension for July 200 I 127.05 TOTAL (Also enter on Line 5, Recapitulation) 16,459.03 .- COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MELLOTT, JESSE C. ITEM NUMBER 1- I 1_ ---~--TOT~L (Also ent~r )Ine 7, ReC~PitulatiOn) t- .' SCHEDUL.EH RJNERAL EXPENSES & ADMNSTRA11VE COSTS COMMONWE:AL TH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MELLOTI, JESSE C. FILE NUMBER J .~l -~:00686 Debts of decedent must be reported on Schedule I. --..--- ITEM NUMBER A. \~o~irn~i~~::n~~a~~om:,carlisle, P:- ~. DESCRIPTION AMOUNT 6,772.00 2 Church, food 100.00 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions B. Social Security Number(s) I ErN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid Attorney's Fees Martson DeardorffWilliarns & Otto -- Edward L. Schorpp 2. 9,425.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address Zip City Relationship of Claimant to Decedent State 4. Probate Fees 255.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs I I Cumberland Law Journal, Advertising Letters Testamentary 2 The Sentinel, Advertising Letters Testamentary TOTAL (Also enter on line 9, Recapitulation) 75.00 100.31 , 51.15 I -t 2,370.20 19,148.66 3 Carlisle Cement Products, window & screens (repairs) Total of Continuation Schedule(s) .' Schedule H Funeral Expenses & Mni1is1raIiYe Cosls contiooed COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT 4 PPL Electric (pending sale of property) FILE NUMBER I 21-01-00686 -- r 269.68 ESTATE OF MELLOTT, JESSE C. 5 Sprint (pending sale of property) Short Certificates (2) 5.86 6.00 250.00 10.50 75.00 6 7 8 9 Steven W. Barrett, Appraisal fee on house Xerox copies of deed and mortgages Jim Bistline, Appraisal fee on household effects M&T Bank, checkbook charges M&T Bank, checking fees 4.00 900.00 10 6.16 11 12 Cumberland County Recorder of Deeds, 1 % realty transfer tax (see Agreement of Sale attached) 13 Reserved for additional probate fee, filing fee and other miscellaneous expenses Eric N. Hench, carpet cleaning 750.00 14 93.00 Page 2 of Schedule H *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF MELLOTI, JESSE C. L_ I FILE NUMBE~ . 21-01-00686 -~._------ COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Include unreimbursed medical expenses. ITEM NUMBER - I DESCRIPTION AMOUNT 62.88 Sprint, account payable 2 PPL Utilities, account payable 134.00 3 One Beacon Insurance, car insurance 82.25 4 The Sentinel, account payable 13.35 5 M&T Bank Loan, Account No. 18888026000 I 2,496.88 6 Robert Cairns, Tax Collector, Personal Tax payable 7/1/01 14.70 TOTAL (Also enter on Line 10, Recapitulation) 2,804.06 .' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT L SCHEDULE J BENEFICIARIES _I NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY _J FILE NUMBER \ 21-01-00686 RELATIONSHIP TO--'- AMOUNT OR SHARE DECEDENT OF ESTATE __~QtLlstTrLtsteelsl t ESTATE OF MELLOTT, JESSE C. I. 2 i TAXABLE DISTRIBUTIONS {include outright spousal distributions) Richard L. Mellott 720 Allen Road I Carlisle, PA 17013 Barbara A. Mellott ,718 Allen Road ! Carlisle, PA 17013 Son 50% of estate residue I Daughter 150% of estate residue I I \ , Enter dollar amounts for distributions shown above on lines 15 through 17, as appropri~te, on Rev 1500 cover sheJt II. NON-TAXABLE DISTRIBUTIONS: ,A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT !BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTE~TOTAL NON-TAXABLEDISTRIBUTIONS ON L1NE~OFREV-1500 COVER SHE~T_ LAST WILL AND TESTAMENT OF JESSE C. MELLOTT I, JESSE C. MELLOTT, a legal resident of South Middleton Township, Cumberland County , Pennsylvania, being of sound and disposing mind, memory, and understanding, do hereby make, pUblish, and declare this as and for my Last will and Testament, hereby revoking all other wills and codicils heretofore made by me. FIRST: I direct that all my just debts and funeral expenses, including my grave marker, shall be paid from the assets of my estate as soon as practicable after my decease. SECOND: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. THIRD: I devise and bequeath the residue of my estate, of every nature and wherever si tuate, to my wife, S. ISABEL ~MELLOTT, provided she shall survive me by thirty (30) days. Should ~ my wife, S. Isabel Mellott, predecease me or die on or before the @ thirtieth day following my death, I devise and bequeath the residue ~ of my estate, of every nature and wherever situate, to my son, RICHARD L. MELLOTT, and my daughter, BARBARA A. JUMPER, equally, ~ provided that the share of any child who predeceases me or dies on ~ or before the thirtieth day following my death shall be distributed a ~ to his or her issue, per stirpes, living on the thirty-first day ~ following my death, and in default of any such then-living issue, such share shall be added to the share for my other child. FOURTH: I nominate, constitute and appoint my wife, S. ISABEL MELLOTT, Executrix of this, my Last will and Testament. In the event of the renunciation, death, resignation, or inability to act for any reason whatsoever of the said S. Isabel Mellott, I nominate, constitute, and appoint my son, RICHARD L. MELLOTT and my daughter, BARBARA A. JUMPER Co-Executors of this, my Last will and Testament. I hereby relieve my Executrix or her successor from the necessity of posting security in connection with their duties as such in any jurisdiction in which they may be called upon to act, insofar as I am able by law so to do. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting ~f~~ typewritten page, each of which bears my initials, this ~ day of /J.,?/L , 1994. . d~ (!. {/P~~ (SEAL) ESSE C. MELLO Signed, sealed, published, and declared by the above- named Testator, JESSE C. MELLOTT, as and for his Last will and Testament, in the presence of us, who, at his request, in his sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ~~/~ (4~re:J ;1-(5/cJ( ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) I, Jesse C. Mellott, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged befpre me by Jesse C. Mellott, the Testator, this I~~ day of O_p'LLl , 1994. ~dil~(! ~-'~~ Testator esse C. Mellott ~u~J ~ C~'cr-.J Notary Public { NOTARIAl SEAl. SUSAN K. GIMR, Notary Public Carlisle. Cumberlancl County My CommiSsion Expires Sept. 4, 1995 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND SS. ~OB€..e.1 R. &M-K. , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his Last will; that Jesse C. Mellott signed willingly and that he executed it as his free and voluntary act for the purpose therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; and that to the best of our knowledge the Testator was at that time eighteen or more years of age, of sound mind, and under no constraint or undue influence. ) We, Edward L. Schorpp and sworn~ affi~e~and subscribed to before L. Schorpp and DPf:Q" 1\. IA~1l. , witnesses, day of U-r'LLl , 1994. me by Edward this IJ..~ _ ~~j-~~EAL) witness Edward . Schorpp /J~ ~~~ wrde~ (SEAL) 'S1-t')jLc' ~ C'*~L&I Notary Public (SEAL) NOTNlIAl SEAL SUSAN K. GUYER. Notary Public Carlisle. Cumberland County My Commission Expires Sept. 4. 1995 STEveN W. BARRETT REAL ESTATE & APPRAISAL SERVICES FIll No. 01-0857 APPRAISAL OF LOCATED AT: 118 Allen Road Carlisle, PA 17013 FOR: MDW&O. Ivo V. otto, III E.qulre Ten East High Street Cartisle, PA 17013 BORROWER: Jesse C. MeDot, Estate ASOF: July 14, 2001 BY: Stan A.. Skowronek Certified Residential Appraiser 124~126 NORTH HANOVER STREET, CARLISLE, PA 17013 717.243...fi646 AND FAX 111-143..&627 Schedule "A" ~ STEVEN W. BARRETT REAL ESTATE & APPRAISAL SERVICES File No D1'()857 [\ 08/0112001 MOW&O, Ivo V. Otto, III Esquire Ten East High Street Carlls'e, PA 17013 File Number: 01.0657 In accordance with your request, I have personally inspected and appraised the real property at: 716 Allen Road CarUal., PA 17013 The purpose of this appraisal is to estimate the market value of the subject property, as improved. The property rights appraised are the fee simple interest in the site and improvements. In my opinion, the estimated market value of the property as of July 14, 2001 $112.0Il1l One Hundred Twelve Thousand Dollars The attached report contains the description, analysis and supportive data for the conclusions, final estimate of value, descriptive photographs, limiting conditions and appropriate certifications. Respectfully submitted, ~Q ~~ul~~ Stan A. Skowronek Certlfled Residential AppralSEtr 124-126 NORTH HANOVER STREET, CARLISLE, PA 17013 717.243-6646 AND FAX 717.243.8627 is: I ..~ o r SUMMARY APPRAISAL REPORT UNIFORM RESIDENTIAL APPRAISAL REPORT F'j N 01 0657 Properlv Leser! '0" " 0, ProoertvAddress 716 Allen Road Cilv Carlislo Slate PA ZioCode 17013 leqalDescrinl"lon Oeed Book E.28, Page 112 Caul'll\' Cumberland Assessor's Parcel No. 40~09.0527.010B TaxYaar 01-02 RE. Taxes S 1,755.00 Special Assessments S None BonQwer Jesse C. MaUat. Estate Current Owner Same Occuoant: I Owner I Tenant XI Vacant " Propert~ riQlllS appraised IXI FeeSimnle I I Leasehold I Pro'eclTvne I i PUO I Condominium fHUONA onlv\ HOAS N/A IMo Neiohborhood or Proiect Name South Middleton Twp Matl Refere!1Ctl 09-0527 Census Tract 0125.00 Sale Price $ N/A DateofSaleN/A Oesaiotion and $ amount of loan charaes/concessions to be oaid bv sellerN/A Lender/Client MDW&O, Ivo v. Otto III Esquire Address Ten East High Street, Carlisle, PA 17013 Appraiser Stan A. Skowronek Address 126 North Hanover Street, Carlisle, PA 17013 Locatio~ Qlurban !.!iSuburban WRural Predominant Single family housing Presenlland use % L.andusechange Bu~\ up ,(}jar 75% 00 25-75% 0 Untie! 25% occupancy PRICE ~GE OnefamilY~ o Nolhkely o Likely 5(000) (yr.) Growth rate 0 Rapid 00 Stable 0 Slow ~ Owner 95 ~Low~ 2-4faIriIY~ 00 Inpl'ocess Property ~alues [K! Inaeasing ~ Stable 0 DeClining Tenarl! 175 ""h 100 Mu~.~ "'0: CommlResidential" Demandlsuppiy 0 Shortage . ~ :nbala'1c:e R OWrsupply IKi V"",,I(IlO%) Predominant Commercial 20% Marketina time n Untloc J 1T()5. X 3-6 mos. Over 6 mos. ~""'"I av-.5'li 125 I 35 Vacant , 300/. Note: Race and the racial composition of the neighborhood are not appraisal factors. Neighborhood boundaries and characteristics: Subject Is bounded on the north bv Alexander Spring Rd, on the east bv Forge Rd, on . the s.outh by Old York Rd and on the west by Allen Rd. . . Factors that allect the marketability of the properties in the neighborhoo~proximity to employment and amenities, employment stability, appeal to market. etc,) . "Subject is located in a Commerclallv zoned area witll significant commercial dO'lelopement around the Improvements which " could adversely affect the marketabilitv of the subiect. Diverse stable emolovment and all supporting amenities are within easv driving distance. SMSA 3240 Malke\ tC\1(:I\\\cn~ in thtl subject neighborhood (including support for the abo~e conclusions related to l!*end of property values, demand/supply, and marKeting time _ . such as data on competiti~epropertiesforsillleln the neighborhood, description olthe prevalence of sales end financing concessions, etc.): Propertv sales records and MLS statistics show a steady, moderate Increase In oroMrtv values over the past year, Average marketina time of 80-100 days shows a good balance of supply and demand. Few sales and financing concessions are needed in the neiahborhood. . Project lnformat\<m for PUOs(\f applIcable) -: Is the developerfouilder in Control ol.'hlHome Owners' Association (HOA)? ,U YES ,,'-:--I NO Approximate lotal number of units In the subject prOject N/A ApprOXimate total numtlerof u~its lor sale In the sublect prOject NJA Describe common elements and recreational facilities;N/A Dimensions See legal description Topography Basicallv Level Site area 1.44 Acres mil Corner Lol U Yes ~ No Size Typical for area Spec'll'ic zoning classification and descriptionlndustial** Shape Irregular Zoning compliance 0 Legal ~ Legalnonoo~ng(Q-andfathereduse)U iliegal U No zoni~g Drainage Appears adeauate Highest &. best LIse as i=olJed.. X Pre'1>el'lt use Other \l3e leXD\all1) View Residential/Commercial Utilities Public Other Off.site Improvements Typ, Public Pri~ate Landscaping Averaae Electricity ~ Street Macadam ~ 0 llfilJe'fla'lSutt2lCe Slone G" CurbfglJlter None 8 Apparent easeme~ts None Apparent Water DWell Sidewalk None R FEMA Spedal Flood Hazard Area _ U_ Yes _.~ No SanitaT)':.ewel o Septic Streetlights None R FEMA lone X Map Dale 01/05/96 Storm sewer I I AilelJ None FEMA Mao No. 420371 0005 C COrTImenls (apparent ad~erse easements, encroachments. specia\assessment:;s\\oaaleas, illegal or legal nonconforming zoning, use, elc,) See Attached Addendum. GENERAL DESCRIPTION EXTERIOR DESCRIPTION FOUNDATION BASEMENT INSULATION No. of Units 1 Foundation Cone. Block Slab None AreaSq.Ft. 1305 Roof ~O No. of Stl)lles 1 Exterior Walls Brick Oa'MSpaal None % Finished 0% Ceiling~~ Type (OeUAtt,) Detached RoolSurface Asphalt Basement Full Ceili~g UnfinIshed Walls * X Design (Style) Ranch Gutters &. Dwnsp\s Aluminum s~p\IIll=itrone Walls Cone. Bloc Floor " ~ Existing/Proposed Existing WtndowType Double huna Dampness None Obs. Floor Concrete None Age (Yrs,) 24 Storm/Screens Thermal Settlement None Obs. OutsideCI1!J>:/ No -- =::0 EffectiveAoe Yrs,\ 10-15 Manufactured House No Infestation None Obs. "R factor unknown . ROOMS Foer li~ino Dinino Kitchen 0" Famil~Rm Rec.Rm Bedrooms # BilIths laundrY Other Area SetH B-arement Le~ell 1 1 1 3 2 1,305 . Le~el2 . 0 Finished area aboveorade oontains: 6 Rooms. 3 Bedrooms' 2 BatNs\'. 1,305 S \lare Feet of Gross livino Area INTERIOR Materials/Condition HEATiNG KITCHEN EQUIP. ATTIC AMENITiES CAR STORAGE' Fioors CarpeWlnyl Type aa Refrigerator ~ None B Fireplace(s)#-_ No"' 0 . Walls Drywall Fuel Electric RangefOlJen Slairs Patio Covered X Garage # of cars Trim/Finish Wood CondiliorAveraae Disposal Drop Stair 0,01< Attached 2 Bath Floor Vinvl COOLING O\shwashel 0 S"",, ~ Porch Covered X Detached BathWainscol Drywall Central None FanlHood 00 Floor Fe~ce Built.ln Doors Wood Other None Miaowa~e 0 Heated R Pool C""'" Ave(aae Condition Coodi!ionNJA Washer/Drver n Finished Ori....ewav 2/$tone Additional feaMes(sp6Ciai energy efficient items, etc.): Covered Dorch. Covered patio. Whole house fan. Condition of the impro~ements, depreciatior(physical, functional, and axtemal), repairs needed, quality of construction remodelingfadditions, etc,: Improve ments are in ave(aae condition with no ohvsical or functional inadeauacies aDparent. . Ad~erse en~ironrnental conditions (such as, butrlot limited to, haZardous wastes, toxic substances, etc.) present in the impro~ement.son the site, or in the immediate vicinity 01 the subject property: No adverse environmental conditlons are apparenUdisclosed. f'edoloMoeF..-m70&-9J PAGE 1 OF2 lh~f""n_"_.oo""ACJO."'_R_""""I"''''(8OC~,,,..m F......IllHl'amlOOo1S.<lJ ADDENDUM Borrower: Jesse C. Mellot. Estate Properly Address: 716 Allen Road City: Carlisle Lender: MDW&O, No V. OU(I, l\\ Esquire- File No.: 01-0651 Case No.: State: PA Zip: 17013 Site Comments Well/Septic common for area and have no adverse affect on marketability. There are no adverse easements, encroachments or other adverse conditions. UCurrent highest and best use is as a residential property, however recent zoning changes to Industrial may make a future use under the Industrial zoning possible. I Addendum Pagel ofl Valuation Section SUMMARY APPRAISAL REPORT UNIFORM RESIDENTIAL APPRAISAL REPORT File No 01.0657 ESTIMATED SITE VALUE. .0$ 28,000 Comments on Cost Approach (sl.lch as, sculceol cost estimale, ESTIMATED REPRODUCTION COST-NEW OF IMPROVEMENTS site value, square foot calculationand for HUD, VA and FmHA, the Dwelling 1.305Sq,Ft.@$ 50.00 ~ 1 65,250 estimated remaining economic life of the property): 6smt. 130S Sq.F\ @$ 13.00 ~ 16,965 Cost new from Marshall Swift Valuation Service . Well.Septic,Patio,Porch ~ 15,000 Handbook and local cost analysis. Land value from GaragelCarpo.1 ~Sq,Fl@$ 15.00 ~ 9,000 Market Data Comoarlson. OeDreciatlon based on age life Total Estimated Cost NT i l ' ~ 1 106,215 observed condition and Market Data Analysis, Less, _ Physical Functional External Est, Remaining Econ. lite 40 I Estimated Remaining Economic life is 45.50 Years . DeprecatIOn $10,000 0 0 ~ 1 10,000 Depredaled Value of Improvements. 'I 96,215 "As-Is' Value of Sile Improvements. 'I 3,000 INDICATED VALUE BY COST APPROACH 'I 127,200 ITEM 1 SUBJECT COMf'ARAffi.E NO. 1 COMPARABLE NO, 2 COMPARABLE NO, 3 116 Allen Road 9 Cardinal Drive 400 Forge Road 5 Hope Drive Address Carlisle Carlisle Soltine Solings Soilina Snrlntts ProxJ;;;;::!oSub'ect 4.49 MI E 5.65 MI ESE 5.46 MI ESE Sales Price 1 NIA 1 112,000 1 118,000 1 112,900 Pr'oceJGrosslw_kea $ 0.00 \ZI $ 90.91 III 1 81.80 \ZI 1 94.08 IlJ Dataandlor Inspection MLS MLS MLS Verification Sources. Courthouse RIlIc Courthouse Courthouse Courthouse VALUE AOJUSTh'ENTS DESCRIPTION DESCRIPTION I.(.)$.....,_t DESCRIPTION I '[.)SAdjlJn-t DESCRIPTION I.,.'s...._ Sales or Financing None/FHA None/Cash NonaNA : Concessions NIA DOM 20 DOM 22 : OOM 130 DateofSaleiTime NIA 11/01/2000 : 0412512001 0110112000 localior> Averan, AvglGood -5,000 Avg/Good -5000 Ava/Good -5,000 Leasel-ddlFees;;:,.,.,,- Fee Slmnle Fee Simple : Fee Slmole Fee Simole Site 1.44 Ac/AV;;- .52AclAvg +2,500 .5OAe1A."g +2,500 .28AclAva +3,500 View Resid/Commc'l Residential Residential Residential Desi"~ilndA-'''eal Ranch/Avg Ranch/Ava : Ranch/Avtt Ranch/Ava ~Construdbn Avg/Brick Avnfvinul/Brk : +2,000 Avo/AlumBrk +2,000 Ava/Brick 110. 24 Vrs 27 Yrs 31 Yrs 26 Yrs Condition Average Avera;;; Averaae : Averaae : Above Grade 10101' ....' .~. T....I'Sdr...' ~" : ',,"' ,-' .... T(lIaI's.tnto' ... Room Count 1 6: 3: 2.00 " 5: 2,00' 5: 3: 2.00~ s: 3: 1.00' +2,000 Gross Livin" Area 1,305 S;;:Ft 1,232 Sn,Ft. : +1,095 1,344 S".Ft. : 0 1,200 S".Ft : +1.575 . Basement & Finished Full Bsmtl Full Bsmtl -3,000 Full Bsmtl Full Bsmtl : -3,000 Rooms Balow Grade UnfInished Finished Unflnlshed Finished FunctionalUt;;::- Average Average : Average Averaae HeatinnlCoolinn EBBfNone EBBINone EHPJCA -3,000 e,:BB/None : . En~Eflicientltems Tynlcal Tynlcal Tvolcal TVDlcal G;::;/C;':;::-oct 2 Car Garane 1 Car Garaoe : +1,50Q Z Car Garane 2. Car Garage Porch,Patio, Deck, porch/Patio Patiol Sunrooml -3,000 Flue : +2,000 Fire"lacels\.etc 1 Fire"lace 1 Flre"lace : Fence, Poo\,etc, None None : None None : : : NetA--;- tot;;-;- . xl. '$ 905 . Xl. '$ 6,500 Xl. 1 I. :1 1,075 AdjusledSalesPrice Gross.: 13.50/. Gross: 13.1'/, Groso,15.1% ofCom"arable Nol: -0.8% 1 111,095 Net: -5.S'!. $ 111,500 Net 1.0% $ 113,975 Comments on Sales Comparison (inciuding the subject property's compatibility to the neighborhood, elc ): Indicated ranne of value is $111,000 to $114,000. Excess acre~~":"e adjustments are made at $3,000/acre. Location adjustments reflect the subject belna ad aeentto a la~e, activo commercial warehouse. Lack of suitable (:omnarables within the sub.ects immediate vicinity required an expanded search area. These are the best sales co~arables known to be available. ITEM SU8JECT COMPARABLE NO.1 COMPARABLE NO, 2 COMPARABLE NO.3 Date. Price and Data 11/28118 Souralfa"prior$8les $9,000 NIA NIA NJA -.-of ....-. Courthouse Courthouse Courthouse Courthouse Analysis of any current agreement of sale, option, or listing of the subject property and analysis of any prior sa~s of subject and ro"l*llbles 'MttIiI1 one ~ oflt1e date ofapp-aisal No ~rjor sales within the nast twelve months. INDICATED VALUE BY SALES COMPARISON APPROACH Mo'. ~ ~ R~~t '~ili~l~ . .1 112,000 INDICATED VALUE BY INCOME APPROACU'lf "''''hc:able1 Esllmated Market Rent $ NIA NIA'I NIA This appraisal is made -rET 'as is' U subject 10 Ihe repars, alleraUons, inspectklns CI: conditions listed below :~ 5'JbiecttoGOmpletianp~plar1saM~S Condilionsof Appraisal: The property has been appraised in current condition. This anpraisal is for mortaage purposes on lv, nontransferable. See attached addendum. Final Reconciliation:Cost and Market Analvsis consistenUV SUDDort mv estimated market value. GRM analysis was found inapnronriate for this analvsls. Greatest we;oht hi applied to the Market Data AnalYsis. Sunnorting file information . substantiates these estimates. The purpose of this appraisal is to estimale lhemarketvall,leoflher eal property that is the subject of this report, based on the abovecondili onsandthacertificalion,oonlingenl and limiting conditions. and market value definitiorlhat are stated in tI1e attad1ec1 Freddie MacFt)"Tl1439lfannie t.'ae Farm 1004B (ReVised 6193 I \ {WE} ES1"\MIt.E .HE. MARKET\JALUE, AS DEFINED, OF THE REAL PROPERTY THAT IS THE SUBJEC'OFTl-lISREPORT, AS OF 07/14/2001 . (WHICH IS THE DATE OF INSPECTION ANO THE EFFECTIVE DATE OF THIS REPORTI TO BE 1 j 12,000 -------- b A.PPRAISE~ ~ t SUPE~~RA~NL1IFR UIR~ OOid OOOidNot Slqnatura ..... '-UG. ',~.~I,<..u, SIClnalu_ Name Stan A. Skowronek Name Steven W. Barrett, SRPA, SRA lnspedProperty Date Report Sianed 08101/2001 Dale Renorl Sinned 08/01/2001 State Certification 1# RL.OO1572-L StatePA Slafe Certification 1# GA-000298wl State PA OiSlaleUcense# Slate Or Stale license # RB-026921.A SlatePA --cerrn1iCf"'ResiCf"ei'ifial Cenlflel1 l:ieneraJ At:: raiser l',o<l1.Moc""",roG91 Appraiser PAGE20F2 'hi. 10"" w...""'"""" 00 m..c'o...._"'..,,"e,,"'.,"""'I.'.W'.. Sm pp F.,ol....I..,'"""1lG-I6--93 STEVEN W. BARRETT REAL ESTATE SKETCH/AREA TABLE ADDENDUM Case No -~ ~perty ~dress 111 Anen Road ~ity C~rfisf._ ~orrower ~.... C. Mellot, Estate ___ L~~d~!~'I~~~~!.lvo v. Ott~J!IEsqui~____ ~ppr~iser Name _~_~n A. Skowr()ne~ "__ ____ File No 01-0857 County Cumberland -- State PA ~~~-1.~~7013 UC Address ren East Hi~'-hSi;:;'t, Carfl$I~:PA170-13--- Appr Ad~~esS-~-!26 -North H_~~~rSi~t-~~~~~S-I., PA -1i~i!-~- -. ----- .---- Bedroom Bedroom .c: - ell co Kitchen .. j/. / ~. ./ /. Bath / /.- .- / T~ Ca?Garage Bedroom Living Room Dining /' / // // // / ./ ./ / / / . Comments: Scale: 1. 10 ~,,~... _:;~"~ALC~~TI~S~~.MAR\OI.'S_ GL;Jl.l First Ploor 1305.00 ' 1305.00 piP Porch 174.00 Covered. Patio 476..00 650.00 GAR Garaga 600.00 600.00 LIVING AREA BREAKDOWN Breakdown Subtotals 'riratIToor'- -- --.-'---"- 29,0 x 45.0 1305.00 I . TOTAL LIVABLE (rounded) I I I I __L 1305 ! 1 Area Total (rounded) L__________________...___ _____ 1305 I "'Po:. SQnw...RI; llOO.I'>~B-%(,l\ ~6100-w~1I Borro..,er: Jesse C. Mellot. Estate Property Address:716 Allen Road City: Carnsle Lender: MDW&O Ivo V. Otto m Es uire SUBJECT PROPERTY PHOTO ADDENDUM File No.: 01.0651 Case No.: Stat... PA Zip: 17013 .~ . '~- FRONT VIEW OF SUBJECT PROPERTY Appraised Date: July 30, 2001 Appraised Value: $ REAR VIEW OF SUBJECT PROPERTY STREET SCENE Borrower: Jesse C. ~no" Estate Property Address: 71$ Alien Road City: Carlisle Lender: MDW&O lvo v. Otto lU E~ui'l'e State: PA I- I File No.: 01-4557 Case No.: I Zip: 17013 COMPARABLE PROPERTY PHOTO ADDENDUM Borro~r: Jesse C. Mellot, Estate File No.: 01-0657 Propert~ Address', 716 A"en Road Case No.: City: CarllsJe Slate: PA Zip; 11013 Lender: MDW&O, Ivo V. Otto, UI Esauire COMPARABLE SALE #1 9 Cardinal Orlve CarUsle Sale Date: 1110112000 Sale Price', $112,000 COMPARABLE SALE #2 400 Forge Road Boiling Springs Sale Date: 0412512001 Sale Price: $ 118,000 COMPARABLE SALE #3 5 Hope Drive Boiling Springs Sale Date: 0110112000 Sale Price: $ 112,900 LOCATION MAP Borrower: J.... c. Mellot, Estate Property Address: 716 Allen Road City: Carlisle lender: MDW&O Ivo V. Otto III Es ulre File No.: 01-0657 Case No.: Stat.: PA ZiD: 17013 . --- -------- Courtesy of Barrslt Real Estate & Appraisal 717-243.6646 I I L 124-126 NORTH HANOVER STREET, CARLISLE, PA 17013 717-243-6646 AND FAX 717-243-8627 File No 01..0657 ......... QUALIFICATIONS ......... The following checked Items are SPECIFIC SPECIAL CONDITIONS that were Identified by this appraiser during the Inspection of the subject property, the comparables sales, and their neighborhoodS and locations. Unless otherwise noted, the conditions that apply to the subject property or the comparable sales used 00 NOT AFFECT THE MARKET VALUE OR THE FUTURE MARKETAB'L1TY OF THE SUBJECT PROPERTY BEING APPRAISED. This is not a home inspection service. This is an appraisal to estimate market value. _1. The subject I' located In a rural area and Is Ie.. than 25% built-up. _x_2. Commercial/Industrial uses are located within the .ubject's neighborhood. Thes. uses are typical of similar neighborhoods. _x_3. Vacant and undeveloped land uses are located within the subject's neighborhood. These uses are typical for the area. _4. The predominant value In the neighborhood Is Ie.. than that of the market value of the subject property. This is due to the very wide range of value of properties In the area and superior quality of the subject property. _5. The sublect property Is located in a F.E.M.A. Identified Flood Zone. Flood Insurance coverage Is required end suggested. _6. Dampnes. Is noted In the basement of the .ubject. Standing or running water was not present on basement floor. This condition is consldentd typical In dwellings of this style. _x_To The subject property Is serviced by private well and/or septic systems which's common for the area. _x_8. The subject Is older than tln(S) year.. All mechanical systems Including the heating, electrical and plumbing systems appear upol'l a visual exterior Inspection to be In working order. No ware"anties .r.lmplled III this statement. _9. Repair Items were noted In the commtnts section of the report. These comments on repair Items are for descriptive purpos.. only and are not required repairs. The Items listed are cosm.tlc In nature. _10. The basement floor is a dirt floor. This condition Is common and typical for the area. and does not pose a health or safety hazard. _11. The subject property does contain functional obsolescence a. noted In the report. This condition Is considered typical and common for the area and this style dwelling. _12. The land value exceed. 30% ot total value due to the high demand for vacant land In this neighborhood. This condition Is considered common and typical for the neighborhood. _13. The land value exceeds 30% of total valUe. This Is due to the large size of the site. This CQndlt~ 's considered to b. typical and common. _14. Individual adJustmonts w..... required that exceed 15.,.. These adjustments were required due to lack of more similar comparables on that Indlvlduai rating. All comparables used are the best available. _15. iotal adjustments exceed 25%. This Is due to the lack of comparabl. sales that were more similar In the subject" market area. All comparables used are the best available. _"_16. One or more comparable sales are older than slx(6) months. Although there are comparable properties In the subject's area, none have sold recently; therefore, sales In excess of slx(6) months have to be used. All comparables used are the best available. _'C1T, One or more comparable. used were In excess otone (1) mile from the subject property. Although there are comparable properties In the immediate area, none have sold recently. Therefore, It was necessary to use comparable sal&s outside of the Immediate area. All comparables used are located in similar neighborhoods and withIn the same marketing area. All comparables used are the best available. _18. The el.ctrlcal .ystem was not connected during InspectIon. _19. The water service was not connected during Inspection. _2D. The heating system was shut down during Inspection. _21. Rooflng_Plumblnu_Electrlca'_Heatlno_certlflcatlon(s) lslare suggested. _22. Inground swimming pool_, out buildings_are Inc::luded__not Included_according to lender's guldellnes. _23. According to lender's gUidelines a maximum of_acres were considered for this valuation. RemaIning acreage was given no value. File No 01..0657 ....**-**. QUALIFICATIONS ********* _24. The subject property Is located on a private road. _25. Wood Infestation Inspection Is suggnted. _x_26. Last recorded deed transfer: 08le_11/28n8_> Consideration: $_9,000_. _27. Proposed constructlonfrenovatlon In accordance to plans and specIfications to be completed In a workman-Uke manner. _28. Seller Is paying part or all of dosing costs. _x_29. All comparable sal.s are verifled closed sal.s. _x_3D. Ther. are no special conditions or other requirements that would affect market value or future marketability In the Appraisal Report. CHECKED ITEMS ARE SPECIFIC SPECIAL CONDlnONS THAT WERE IDENTIFIED BY THIS APPRAISER DURING INSPECTION. ." . File No. 01-0657 DEFINITION OF MARKET VALUE: The mo<at probabl9l>>'ice which a property should bring in a competitive and open market under elt 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 IJtte from seller to buyer under conditions whereby: (1) buyer and seUer are typically motil/ated; ('2) both parties. are well informed or welt advised, and each acting in what he considers his own best interest; (3) a reasonable lime is aJJowed 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 pl"ice represents the- oormal consideration for the property sold unaffected by special or creative financing or sales concessions' granted by anyone associated wittl the sa~. *Adjustments to the compacables must be made for special or creative financing Of sales concessions. No adjustments are necessary tor 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 aU sales transactiOllS. S\1ecial m creative financing adjustmenls can be made to the comparable property by comparisons to financing terms offered by a third party institutional ~e"der that is net already in"olved in the property or transaction. Any adjustment should not be calculated on a mechanical dollar for dollar cost of the financing. Gr concession but the dollar amount of any adjustment should approximate the markers reaction to the financing c.- concessions based on the Apptalset's judgment STATEMENT OF LIMITING CONDITIONS AND APPRAlSER'S CERTIFICATION CONTINGENT AND LIMITING CONOITtONS: The appraiser's certlficallon that appears in the appraisal report is subject to the following conditions: 1. The appraiser wlll not be responsible for matters of a legal nature that affect elthef the property being appraised or the title to It. The appraiser assumes that the title is good and marketable and, therefore, will nol render any opinions about the title. Tl'Ie property is awaised on the basis of it being under responsible ownership. 2. The appraiser has provided a sketch in the appraisal report to show appro;dmate dimensions of the improvements and the sketct\ Is included only to assist the reader cl the report in Visualizing the property and understanding the appraiSer's determination of ns size. 3. The appraiser has examined the available flood mailS that are pl'ovided by tile Federal Emergency Management Agency (Of' oth<< data sources) and has noled in the appraisal report wllether the subject site is located In an identified Spedal Flood Hazard /vaa. Because Ihe appraiser is not a surveyor, he or she makes no guarantees, express or imptied, regarding. this determination. 4. The appraiser will not give testimony or appear in court because he or she made an appraisal of tt\e pro?&\y in question, unless specific arrangements 10 do so have been made befOfehand. 5. The appraiser tlas estimated the value of the land in the cost approach at its highest and best use and the improvements at thew contributory value. These separate valuations ot the land and improvements must not be used in conjunction with any other appraisal and are invalid if they are sa used. 6. The appraiser has noted in the appraisal report any adveru corn:Jitions (such as, needed repairs, depreCiation, the presence of hazardous wastes, toxic substances, etc. ) observed during the insJ)ection of the subject pmperty 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 properly 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 !'IO such col\ditions and mak.es no guarantees or warrantIes, express or implied, regarding the condition of the property. The appraiser will not be responsible for any such conditiGl'Is that do exist or for any engineering or testlng that might be required to discover whether such conditions exist. Because the appraiser is f\ot an expert in the field of erwironmenta\ hazards, the appraisal report must not be considered as an environmental assessment of the property. 7. The appraiser obtained the information, estimates, and opinions that WeTe expressed in the appraisal r.port from SOurces thaI he or she considers to be reliable and believes them to be true and correct. The appraiser does not assume responsibility for the accuracy of such items that Wllfe furnished by other parties. 8. The appraiser will not disclose the contents of the appraisal report except as provided for In the UnIform Standards of Professional Appraisal Practice. 9_ The appraiser has based his or her appraisal report and valuatIon conclusion for an appraisal that is subject to satlsractol)' comptetton, repairs, cr alterations on the assumption that completion of the improvements will be performed in a workmanlike manner. 10. The appraiser must provide his or her p.rior written con,ent be1'Ol'e the lender/client specified in the appraisal report can distribute the appraisal report (including conclusions about the prop.erty 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 its lluccessors and assigns; the mortgage insurer; consultants; professional C\pprals.al organi2ations: 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 the report only to data collection '3r reportin9 service(s) without ha'lin9 to obtain the appraiser's prior written consent. The appraiser's written consent and approval must also be cbtained before the appraisal can be conveyed by anyone to the publlc through advertising, public relations, news, sales, Of other media. Freddie Mac Form 439 6-93 Page1of2 Fannie Mae Form 10048 6-93 File No. 01~657 APPRAISERS CERTIFICATION: The Appraiser certilles and agr... that 1. I have researched the subject market area and have selected a minimum of three recent sales of properties most similar and proximate 10 the subject property for consideration in the sales comparison analysis and have made a dollar adjustment when appropriate to reflect Ihe market reaction to those Items of significant variation. if a $\gniflcant item in a compara'ole property is superior to , or more favorable than. the subject property, I have made a negative adjustment to reduce the adjusted sales price of the comparable and, if a significant Item in a comparable property is inferior 10, or Jess favorable than the subject properly, I have made a positive adjustment to i~rease the- adjusted sales price of the comparable. 2, I have taken into consideration the factors that have IIn impact on value in my development of the estimate of market value in the appraisal report. I have not knowingly withheld any significant information from the appraisal report and I believe, to tne best of my knowledge, thai all statements and Information in the appraisal report are true and com~ct. 3. I stated In the appraisal report only my own personal, unbiased, and professional analysis, opinions, and conclusions, which are subject only to the contingent and flmiting conditions specified in this form. 4. I have no present or pfospectlve Interest In tM property that Is the- subject to this report, and t have no present or prospectIve personal interest or bias with respect to the participants in the transaction. I did not base, either partially or completely, my analysis andfor the estimate of market value in the appraisal report on the race, color, religion, sex, nandlcap, 1amilial status, Of national origin of either the prospeclive owners or occupants of the subject property or at the prasent owners or occupants of the properties in the vicinity 01 the subject property. 5. J have no present or contemplated future interest In the subject property, and neither my current or future employment nor my compensation fQ( perfonning this appraisal is contingent on the appraised value of t~ property. 6. I was not reqUired to report a predetermined value or direction in value that favors the cause ot the client or any related PaJty, the amount of the value estimate, the attainment of a specific resull, or the occurrence of a subsequent event in order to receive my compensation and/or employment for performing the appraisaL I did nol base the appraisal repO/'t on a requested minimum valuation, a specifk: valuation, Of the need to awove a SpecifIC mortgage loan. 7. I performed this appraisal in conformity with the Uniform Standards of Profeaslonal Appraisal Practice that were adopted and promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were in place as of the effective date of this appraisal, with the exception of the departure prOVision ot those Standards, which does nol apply. I acknowledge thai an estimate of a reasonable time (or exposure in the open market is a condition in the definition of market value and the estimate I developed is consistent with the marketing time noted in the neighborhood section of this report, unless I have otherwise stated in the reconciliation section. 8. t have personally inspected the interior and exterior areas of the subject proporty and the exterioc of all properties listed as comparables in the appraisal report. I further certify Ihat J have noted any apparent or known adverse conditions In the subject imPl'ovements, on the subject site, or on any site within the immediate vicinity of the subject property of which I am aware and have made adjustments for these adverse conditions in my analysis of the property value to the extent that I had market evidence 10 support them I tlave also commented about the effect of the adverse condltions on the marketability of the subject pl'operty. 9. I personally prepared aU conclusions and opinions about the reat estate that were set torth in the. appraisal report. If I relied on significant professional assistance from any individual or Individuals in tne performance of the appraisal or the preparation of the appraisal reporl, I have named such indlvidual(s) and disclosed the speCific tasks performed by them in the reconciliation section of this appraisal report. I Ceftlfy that any individual so named is qualified to perform the tasks. 1 have not authorized anyone to make a change to any item in tile report; therefore, if an unauthorized change is made to the appraisal report, 'will lake no responsibility for il. SUPERVISORY APPRAISER'S CERTIFICATION: If a su~ervisory appraisef signed the 'aWfsisal report, he or she certlfles and agrees that: I directly supervise the appraiser who prepared the appraisal report, have reviewed the appraisal report, agree with the statements and conclusions of the appraiser, agree 10 be bound by the appraiser's certifications numbered 4 through 7 above, and am taking full responsibility for the appraisal and the appraisal report. ADDRESS OF PROPERTY APPRAISED: 716 Allen Road, Carllala, PA 17013 APPRAISER: S~nature: ~",n ~o""nJL. Name: Stan A. Skowronek Date Signed: 08/01/2001 state Cert\iicatlon #: Rl..o01572.l or State License #: State: PA Expiration Date of Certification or License: June 30. 2003 SUPERVISORY APPRAISER (only Ifrequlred) ~--z.J'/' S~_., ::::> ---- L- if Name: Sleven W. Barrett, SRPA, 8RA Oate Signed: 08/0112001 State Certification #: GA.oO00298.L or State License #: RB.o26921-A State: PA Expiration Date of Certification or License: June 30. 2003 o D~ 00 D~Notln.pectProperty Certlfled Re&id4tntlal Appratsar Freddie Mac Form4396.93 Certified General Appraiser Page20f2 Fannie Mae Form 1004B 6-93 I1M&rBank August 10, 2001 RE: Estate Search The Estate of: Date of Death (D.O.D.) Jesse C. Mellott 7/14/2001 To Whom It May Concern: Identified below is the account information requested. I. M&T Bank accounts in which the decedent's name appears: Account Type Account Number Account Title Opening Branch 0.0.0. Accrued Interest Balances (Includes Accr. Int.) $7,900.78 $.00 ;;/Ghecings 1;/ (" ":\ IDL CQ) (0) 2675028043 Opened 9/1167 Jesse C. Mellott S. Isabel Mellot 4319 Loans, Mortgages, or other obligations titled in the decedent's name Account Number Amount Owed Account Description A Safe Deposit Box titled in the Decedent's name existed at our Stonehedge office. The Safe Deposit Box Number is 0000025. If you have any questions about the information provided, please contact our Records Depattment at (716) 635-40 I 0 or 1-800-724- 2440 outside of the Buffalo, NY calling area. Thank you. Sincerely, ) BY: DATE: f- /tJ - ,DtJ/ Schedule "EII Item 111" Manufacturers and Traders Trust Company. 1100 Wehrle Drive, Po. Box 767, Buffalo, NY 14240-0767 AGREEMENT OF SALE THIS AGREEMENT, dated August 2. Z. ,2001, is between RICHARD MELL.OTT and BARBARA MELLOTT, Executors of the Estate of Jesse Mellott, called Seller, and CHAD M. MELLOTT and JENNIFER L. MELLOTT, husband and wife, called Buyer, the parties intending to be legally bound hereby: 1. PROPERTY Seller hereby agrees to sell and convey to Buyer, who hereby agrees to purchase (the "Property"): ALL THA T CERTAIN lot or piece of ground with buildings and improvements thereon erected, if any, known as: 716 Allen Road located in South Middleton Township, Carlisle, Cumberland County, Pennsylvania, Zip Code 17013. (Tax ID# 40-09-0527-0 JOB) Failure of this Agreement to contain the zoning classification (except in cases where the property {and each parcel thereof, if subdividable} is zoned solely or primarily to permit single-family dwellings) shall render this Agreement voidable at the option of the Buyer, and, if voided, any deposits tendered by the Buyer shall be returned to the Buyer without any requirement for court action. 2. TERMS (A) Purchase Price Ninety Thousand Dollars which shall be paid to Seller by Buyer as follows: \ ) (B) (C) (D) (E) Cash or check at signing this Agreement: Cash or check to be paid on or before: Cash or certified check at time of settlement: $ $ $ .- $ 90.000.00 TOTAL $ 90,000.00 (G) (H) (F) Written approval of Seller to be on or before: ~ ~ '\'l I)Q.( N~ l Q)rn\ Settlement to be made on or before: Conveyance from Seller will be by fee simple deed of special warranty unless otherwise stated here (I) Payment of transfer taxes will be divideq equally betwf;~n Buy,er and Seller unless otherwise stated here . (1) The following shall be apportioned pro-rata as of and at time of settlement: taxes as levied and assessed; rents; interest on mortgage assumptions; condominium fees Schedule liB" Item "7" and homeowner association fees, if any; waste and/or sewer rents, if any; together with any other lienable municipal services, unless otherwise stated here 3. FIXTURES AND PERSONAL PROPERTY (A) INCLUDED in this sale and purchase price are all existing items permanently installed in the Property, free ofliens, including plumbing, heating, lighting fixtures (including chandeliers); water treatment systems; pool and spa equipment; garage door openers and transmitters; television antennas; unpotted trees, shrubbery and plantings; any remaining heating and cooking fuels stored on the Property at the time of settlement; wall to wall carpeting; shades, blinds, window covering hardware; built-in air conditioners; built-in appliances; and the range/oven unless otherwise stated. Also included: (B) EXCLUDED fixtures and items: 4. SPECIAL CLAUSES (A) 0 Buyer acknowledges that Sellers are Executors and are not required to give a Seller's Property Disclosure Statement. (B) The following are a part of this Agreement if checked. JZf Addendum "B" o (C) Other: 5. NOTICES AND ASSESSMENTS (A) Seller represents, as of the execution of this Agreement, that no public improvement, condominium or homeowner association assessments have been made against the Property which remain unpaid and that no notice by any government or public authority has been served upon the Seller or anyone on the Seller's behalf, including notices relating to violations of zoning, housing, building, safety or fire ordinances which remain uncorrected, and that Seller knows of no condition that would constitute violation of any such ordinances which remains uncorrected, unless otherwise specified herein. (B) Seller will be responsible for any notice of improvements or assessments received on or before the date of settlement. (C) Buyer is advised that access to a public road may require issuance of a highway occupancy permit from the Department of Transportation. (D) If required by law, Seller shall deliver to Buyer on or before settlement, a certification from the appropriate municipal department or departments disclosing notice of any uncorrected violation of zoning, housing, building, safety or fire ordinances. 6. TITLE, SURVEYS, AND COSTS (A) The Property is to be conveyed free and clear of all liens, encumbrances, and easements, EXCEPTING HOWEVER, the following: existing building restrictions, ordinances, easements of roads, easements visible upon the ground, privileges or rights of public service companies, if any; otherwise the title to the above described real estate shall be good and marketable and such as will be insured by a reputable Title Insurance Company at the regular rates. (B) In the event the Seller is unable to give a good and marketable title and such as will be insured by a reputable Title Company, subject to aforesaid, Buyer shall have the option of taking such title as the Seller can give without abatement of price or of being repaid all monies paid by Buyer to Seller on account of the purchase price and the Seller wilJ reimburse the Buyer for any costs incurred by Buyer for those items specified in paragraph 6(D) and in paragraph 6(E) items (I), (2), (3); and in the latter event there shall be no further liability or obligation on either of the parties hereto and this Agreement shall become NULL AND VOID and all copies will be returned to Seller for cancellation. (C) Formal tender of an executed deed and purchase money is hereby waived. (D) Any surveyor surveys which may be required by the Title Insurance Company or the abstracting attorney, for the preparation of an adequate legal description of the Property (or the correction thereof) shall be secured and paid for by the Seller. However, any surveyor surveys desired by the Buyer or required by the mortgage lender shall be secured and paid for by the Buyer. (E) Buyer wilJ pay for the following: (1) the premium for mechanics lien insurance and/or title search, or fee for cancellation of same, if any, (2) The premiums for flood insurance and/or fire insurance with extended coverage, insurance binder charges or cancellation fee, if any, (3) Appraisal fees and charges paid in advance to mortgage lender, if any, (4) Buyer's normal settlement costs and accruals. 7. DEPOSIT AND RECOVERY FUND Deposits, regardless of the form of payment and the person designated as payee, shall be paid to Attorney for Seller who shall retain them in an escrow account until consummation or termination of this Agreement in conformity with all applicable laws and regulations. In the event of litigation for the return of deposit monies, Attorney for Seller will distribute the monies pursuant to a final order of court or the written agreement ofthe parties. Buyer and Seller agree that, in the event Attorney for Seller herein is joined in litigation for the return of deposit monies, the attorneys fees and costs of Attorney for Seller will be paid by the party joining the Attorney for Seller. 8. POSSESSION (A) Possession is to be delivered by deed, keys and physical possession to a vacant building (if any) broom clean, free of debris at day and time of settlement, or by deed and assignment of existing lease( s), together with any security deposits and interest, at time of settlement if Property is tenant occupied at the execution of this Agreement, or unless otherwise specified herein. Buyer will acknowledge existing lease( s) by initialing said lease( s) at time of signing of this Agreement of Sale, if Property is tenant occupied. (B) Seller will not enter into any new leases, written extension of existing leases, if any, or additional leases for the Property without expressed written consent of the Buyer. 9. MAINTENANCE AND RISK OF LOSS (A) Seller shall maintain the Property, fixtures, and any personal property specifically scheduled herein in its present condition, normal wear and tear excepted. (B) Buyer reserves the right to make a pre-settlement inspection of the Property. (C) Seller shall bear risk of loss from fire or other casualties until time of settlement. In the event of damage to any property included in this sale by fire or other casualties, not repaired or replaced prior to settlement, Buyer shall have the option of rescinding this Agreement and receiving all monies paid on account or of accepting the Property in its then condition together with the proceeds of any insurance recovery obtainable by Seller. Buyer is hereby notified that Buyer may insure Buyer's equitable interest in this property as ofthe time of the execution of this Agreement. 10. RECORDING This Agreement shall not be recorded in the Office of the Recorder of Deeds or in any other office or place of public record and if Buyer causes or permits this Agreement to be recorded, Seller may elect to treat such act as a breach of this Agreement. 11. ASSIGNMENT This Agreement shall be binding upon the parties, their respective heirs, personal representatives, guardians and successors, and to the extent assignable, on the assigns of the parties hereto, it being expressly understood, however, that Buyer shall not transfer or assign this Agreement without the written consent of Seller. Buyer shall be responsible for any additional transfer taxes imposed on any assignment of this Agreement. 12. DEF AUL T - TIME OF THE ESSENCE The said time for settlement and all other times referred to for the performance of any of the obligations of this Agreement are hereby agreed to be of the essence of this Agreement. Should Buyer: (A) Fail to make any additional payment as specified in paragraph 2, or (B) Furnish false or incomplete information to the Seller or the mortgage lender, concerning the Buyer's legal or financial status, or fail to cooperate in the processing of the mortgage loan application, which acts would result in the failure to obtain the approval of a mortgage loan commitment, or (C) Violate or fail to fulfill and perform any other terms or conditions of this Agreement,then in such case, all deposit monies and other sums paid by the Buyer on account of the purchase price, whether required by this Agreement or not, may be retained by the Seller as liquidated damages, and both parties shall be released from further liability or obligation and this Agreement shall be NULL AND VOID. Seller's retention of these sums shall constitute Seller's only remedy in the event of Buyer' s breach of this Agreement. Seller waives Seller's right to sue for the balance of the purchase price or for damages determined by a resale ofthe property. 13. REPRESENTATIONS (A) Buyer understands that any representations, claims, advertising, promotional activities, brochures or plans of any kind made by Seller or Seller's agents or employees are not a part of this Agreement, unless expressly incorporated or stated in this Agreement. (B) It is understood that Buyer has inspected the Property (including fixtures and any personal property specifically scheduled herein), or bereby waives the right to do so, and has agreed to purchase it in its present condition. Buyer acknowledges that Seller has not made an independent examination or determination ofthe structural soundness of the Property, the age or condition ofthe components, environmental conditions, the permitted uses, or of conditions existing in the locale where the Property is situated; nor has Seller made a mechanical inspection of any of the systems contained therein. (C) If is further understood that this Agreement contains the whole agreement between Seller and Buyer and there are no other terms, obligations, covenants, representations, statements or conditions, oral or otherwise of any kind whatsoever concerning this sale. Furthermore, this Agreement shall not be altered, amended, changed, or modified except in writing executed by the parties. NOTICE TO PARTIES: WHEN SIGNED, THIS AGREEMENT IS A BINDING CONTRACT. BUYER _ ~1 ~ ~ffPfJ(SEAL) Chad M. Mellott c:;;, ~ 11/ ml/tlt.AL) Je fer L. . llott Seller hereby approves the above contract this .;;o1"'c(day of Au~ ~ + WITNESS ~ 11l~ /:'- . ~;.,~ 11/~ WITNESS ~ ?IJ~ SELLER ~ 1r1.e1!v# (SEAL) Richard Mellott, Executor of the Estate of Jesse Mellott ------;:, d 1'- v\J SEAL) Barbara Mellott Exe utrix of the Estate of Jesse Mellott ~1Il~ DATE 1"-/';;(7'/ p -';;:;;-6/ A.D. 2001. DATE 't -10. 0/ )~(/o i ADDENDUM "B" TO AGREEMENT OF SALE PROPERTY: 716 Allen Road, Carlisle, PA 17013 SELLER: Richard Mellott and Barbara Mellott, Executors of the Estate of Jesse Mellott BUYER: Chad M. Mellott and Jennifer L. Mellott, husband and wife DATE OF AGREEMENT: AI u(l~ -s...-\- 2-'2- J 7.(X") \ , 1. MORTGAGE CONTINGENCY o WAIVED. This sale IS NOT contingent on mortgage financing. JZ" ELECTED. This sale IS contingent upon mortgage financing as follows: (A) Mortgage terms required by Buyer. Amount of mortgage loan $ 85 ,:")tf') , Term :30 years Type of mortgage ('\ i.Qd Interest rate _~ ~lS %; however, Buyer agrees to accept the interest rate as may be committed by the mortgage lender, not to exceed a maximum interest rate of '? 5 %. Upon request from a responsible mortgage lending institution, Buyer agrees to pay for credit reports, appraisal and service charges (e.g., loan origination fees, placement fees, discount points) not to exceed $ (B) Within ten (10) days of the execution of this Agreement, Buyer shall make a completed, written mortgage application to a responsible mortgage lending institution. (C) I. Buyer will, upon receipt of a mortgage commitment, promptly provide a copy to Seller. 2. Mortgage commitment date - . If a written commitment is not received by that date, Buyer agrees to extend the commitment date until either Buyer or Seller terminates this Agreement in writing. 3. Should the mortgage commitment: (a) not be valid until the date of settlement, or (b) be conditioned upon the sale and settlement of any other property, or (c) contain any other condition not specified in this Agreement. Seller has the option to terminate this Agreement in writing. 4. In the event that Seller terminates this Agreement as specified in paragraphs I(C) (3)(b) or (c), OR if Seller does not terminate the Agreement and one of the following occurs: (a) the mortgage commitment is not obtained by or valid until the date of settlement, or (b) the mortgage commitment is conditioned upon the sale and settlement of any other property which do not occur by the date of settlement, or Buyer Initials: t: /lJ 1 fX... S,U" IB"'L'~ (c) the mortgage commitment contains any other condition not specified in this Agreement which Buyer is unable to satisfy by the date of settlement, Buyer shall not be required to purchase the Property and all deposit monies paid on account shall be returned to Buyer, except any premiums for mechanics lien insurance and/or title search, or fee for cancellation of same, if any; AND/OR any premiums for flood insurance and/or fire insurance with extended coverage, insurance binder charges or cancellation fee, if any; AND/OR any appraisal fees and charges paid in advance to mortgagee, if any. (D) Seller hereby agrees to permit inspections by authorized appraisers, reputable certifiers and/or Buyer as may be required by the lending institutions or insuring agencies. FHA/V A, IF APPLICABLE (E) Seller shall pay: o % (points) of Buyer's Mortgage, including FHA financed Mortgage Insurance Premium (MIP) or V A funding fee. o (F) It is expressly agreed that notwithstanding any other provisions of this contract, Buyer shall not be obligated to complete the purchase of the Property or to incur any penalty by forfeiture of earnest money deposits or otherwise unless Buyer has been given in accordance with HUD/FHA or V A requirements a written statement by the Federal Housing Commissioner, Veterans Administration, or a Direct Endorsement Lender setting forth the appraised value of the Property of not less than $ (the dollar amount to be inserted is the sales price as stated in the Agreement). Buyer shall have the privilege and option of proceeding with consummation of the contract without regard to the amount of the appraised valuation. The appraised valuation is arrived at to determine the maximum mortgage the Department of Housing and Urban Development will insure. HUD does not warrant the value nor the condition of the Property. Buyer should satisfy himself /herself that the price and condition of the Property are acceptable. (0) IF PROPERTY WAS CONSTRUCTED BEFORE 1978, Buyer acknowledges that Buyer received a copy of the notice regarding lead-based paint poisoning required by the U.S. Department of Housing and Urban Development before entering into an Agreement of Sale. (H) Certification We the undersigned, Seller(s) and Buyer(s) party to this transaction each certify that the terms of this contract for purchase are true to the best of our knowledge and belief, and that any other agreement entered into by any of these parties in connection with this transaction is attached to this Agreement of Sale. Buyer Initials: ?/IJ Ll...dYlil Seller InitiaIS:~ 2. WOOD INFESTATION CONTINGENCY ~ o WAIVED. Buyer understands that Buyer has the right to have the Property inspected for wood infestation by a certified Pest Control Operator. BUYER WAIVES THIS RIGHT and agrees to the RELEASE as set forth in paragraph 10 of this Addendum. ELECTED. (A) Within days of the execution of this Agreement, o Seller, at Seller's expense o Buyer, at Buyer's expense o Buyer, at Seller's expense, not to exceed $ will order a written "Wood Destroying Insect Infestation and Structural Damage Report" from a reputable Pest Control Operator and promptly deliver it and all supporting documents and drawings provided by the Pest Control Operator to the other party. The report is to be made satisfactory to and in compliance with applicable laws, mortgage and lending institutions, and/or Federal Insuring and Guaranteeing Agency requirements, ifany. The inspection will include all readily visible and accessible areas of all structures on the Property except the following structures, which will not be inspected: (B) If the inspection reveals evidence of active infestation(s), previous infestation(s), and/or structural damage which has not been corrected, Seller agrees, at Seller's expense and before settlement, to treat for active infestations, and to advise Buyer promptly whether Seller will repair any structural damage from active or previous infestations. (C) If Seller chooses to repair structural damage revealed by the report, Buyer agrees to accept the Property as repaired and agrees to the RELEASE set forth in paragraph 10 of this Addendum. (D) If Seller chooses not to repair structural damage revealed by the report, Buyer, within 5 days of receiving Seller's notice or before settlement, whichever is sooner, will notifY Seller in writing of Buyer's choice to: I. Accept the Property with the defects revealed by the inspection, without abatement of price and to agree to the RELEASE as set forth in paragraph 10 of this Addendum, OR 2. Terminate this Agreement, in which case all deposit monies paid on account will be promptly returned to BUYER and this Agreement of Sale will be NULL and VOID. If Buyer fails to notify Seller of Buyer's choice within the time given, Buyer will have accepted the Property as provided in paragraph 2(D)1 ofthis Addendum. Buyer Initials(.h/ ~ Seller InitiaIs~ 3. RADON CONTINGENCY (A) SELLER represents that: (check appropriate response(s)) o I. SELLER has no knowledge concerning the presence or absence of radon. o 2. SELLER has knowledge that the Property was tested on the dates, by the methods (e.g., charcoal canister, alpha track, etc.), and with the results of all tests indicated below: DATE METHOD RESUL TS(picocuries/liter or working levels) COPIES OF ALL AVAILABLE TEST REPORTS will be delivered to BUYER with this Addendum. SELLER DOES NOT WARRANT EITHER THE METHODS OR RESULTS OF THE TESTS. o 3. SELLER has knowledge that the Property underwent radon reduction measures on the date( s) and by the methode s) indicated below: DATE RADON REDUCTION METHOD vzf WAIVED. Buyer understands that Buyer has the right to have the Property inspected for radon by a certified inspector. BUYER WAIVES THIS RIGHT and agrees to the RELEASE as set forth in paragraph 10 of this Addendum. o ELECTED. (B) BUYER, at BUYER'S expense, chooses to obtain a certified radon test of the Property and will deliver a copy of the test report to SELLER or AGENT FOR SELLER within days of the execution ofthis Agreement. Failure to obtain and provide radon test results by this date will constitute a WAIVER of BUYER'S right to obtain the test. I. If the test report reveals the presence of radon below 0.02 working levels (4 picocuries/liter), BUYER shall be deemed to have accepted the Property and to have agreed to the RELEASE as set forth in paragraph 10 of this Addendum. 2. If the test report reveals the presence of radon at or exceeding 0.02 working levels (4 picocuries/liter) SELLER may, within _ days Buyer Initials: t! m Seller Initials:/f'lP? ~\ r -'" of receipt of the test results, submit a written, corrective proposal to BUYER. The corrective proposal will include, but not be limited to, the name of the certified mitigation company; provisions for payment; and completion date for corrective measures. Upon receiptofthe corrective proposal, BUYER, within five (5) days will: a. Accept the corrective proposal and the Property in writing, which will constitute a RELEASE as set forth in paragraph 10 of this Addendum, or b. Terminate this Agreement in writing, in which case all deposit monies paid on account will be promptly returned to BUYER and this Agreement of Sale will be NULL and VOID. Should SELLER fail to submit a written corrective proposal within the time set forth in paragraph 3(B)(2), then BUYER will, within five (5) days: a. Accept the Property in writing, which will constitute a RELEASE as set forth in paragraph 10 of this Addendum; or b. Terminate this Agreement of Sale in writing, in which case all deposit monies paid on account will be promptly returned to BUYER. If BUYER fails to exercise any of BUYER'S options within the time limit specified in this paragraph, tllen BUYER shall be deemed to have accepted the Property and to have agreed to the RELEASE as set forth in paragraph 10 of this Addendum. 4. RESIDENTIAL LEAD-BASED PAINT HAZARD REDUCTION ACT NOTICE REQUIRED FOR PROPERTIES BUILT BEFORE 1978 o NOT APPLICABLE JA" APPLICABLE (A) Seller represents that: (check I or 2) J41. Seller has no knowledge concerning the presence oflead-based paint and/or lead-based paint hazards in or about the Property. o 2. Seller has knowledge of the presence of lead-based paint or lead- based paint hazards in or about the Property. (Provide the basis for determining that lead-based paint or hazards exist, the location(s), the condition of the painted surfaces, and other available information concerning Seller's knowledge of the presence of lead-based paint and/or lead based paint hazards.) (B) RecordslReports: (check I or 2) Jill. Seller has no reports or records pertaining to lead-based paint and/or t!/l? j~ Seller Initials:1(n~ . " Buyer Initials: (C) (D) fl o Buyer Initials: 6/rJ lead-based paint hazards in or about the Property. o 2. Seller has provided Buyer with all available records and reports pertaining to lead-based paint or lead-based paint hazards in or about the property. (List documents) Buyer's Acknowledgment ]. Buyer has received the pamphlet Protect Your Family from Lead in Your Home and has read the Lead Warning Statement contained in this Addendum. Buyer's Initials Date 2. Buyer has reviewed Seller's disclosure of known lead-based paint and/or lead-based paint hazards, as identified in paragraph 4(A) and has received any records and reports pertaining to lead-based paint and/or lead-based paint hazards identified in paragraph 4(B). Buyer's Initials Date RISK ASSESSMENTIINSPECTION. Buyer acknowledges that before Buyer is obligated to buy a residential dwelling built before 1978, Buyer has a ten (10) day period (unless Buyer and Seller agree in writing to a different period oftime) to conduct a risk assessment or inspection of the Property for the presence oflead-based paint and/or lead-based paint hazards. W AlVED. Buyer understands that Buyer has the right to conduct a risk assessment or inspection of the Property to determine the presence of ]ead- based paint and/or lead-based paint hazards. BUYER W ALVES THIS RIGHT and agrees to the RELEASE set forth in paragraph ]0 of this Addendum. ELECTED. ]. Buyer, at Buyer's expense, chooses to obtain arisk assessment and/or inspection of the Property for lead-based paint and/or lead-based paint hazards. The risk assessment and/or inspection shall be completed within _ days of the execution of this Agreement of Sale (insert ten (10) unless Buyer and Seller agree to a different period of time). Failure to obtain the risk assessment and/or inspection by this date will constitute a WAIVER OF BUYER'S RIGHT to obtain the assessment and/or inspection. 2. Within the time set forth above for obtaining the risk assessment and/or inspection of the Property for lead-based paint and/or lead- based paint hazards, Buyer may deliver to Seller, or Agent for Seller, a written list of the specific existing hazards and the corrections requested, along with a copy of the risk assessment and/or inspection report. 3. Seller may, within days of receiving the list and report(s), submit a written corrective proposal to Buyer. The corrective proposal will include, but not be limited to, the name of the remediation company and a completion date for corrective measures. Seller InitialsfM~\ \ r Seller will provide certification from a risk assessor or inspector that corrective measures have been made satisfactorily on or before the completion date. 4. Upon receiving the corrective proposal, Buyer, within 5 days, will a. Accept the corrective proposal and the Property in writing, which will constitute a RELEASE as set forth in paragraph 10 of this Addendum, OR b. Terminate this Agreement of Sale in writing, in which case all deposit monies paid on account will be promptly returned to Buyer and this Agreement of Sale will be NULL and VOID. Should Seller fail to submit a written corrective proposal within the time set forth in paragraph 4(D)3 of this Addendum, then Buyer will, within 5 days. a. Accept the Property in writing, which will constitute a RELEASE as set forth in paragraph 10 of this Addendum, OR b. Terminate this Agreement of Sale in writing, in which case all deposit monies paid on account will be promptly returned to Buyer and this Agreement of Sale will be NULL and VOID. 5. If Buyer fails to exercise any of Buyer's options witbin tbe time limit specified in tbis paragraph 4(0), tben Buyer sball be deemed to bave accepted tbe Property and to have agreed to tbe RELEASE as set forth in paragrapb 10 oftbis Addendum. (E) Certification. By signing this Addendum, Buyer and Seller certifY the accuracy of their respective statements, to the best of their knowledge. 5. PROPERTY INSPECTION CONTINGENCY yf WAIVED. Buyer understand that Buyer has the right to request inspections of the Property. BUYER WAIVES THIS RIGHT and agrees to the RELEASE set forth in paragraph 10 of this Addendum. Buyer reserves the right to make a pre-settlement inspection of the Property. o ELECTED. (A) Within days of the execution of this Agreement, Buyer has the right, at Buyer's expense, to have the following inspections/certifications completed by a licensed or otherwise qualified professional: (check the inspections that Buyer will order) o General Property Inspection OR 0 Limited Property Inspection o Environmental Hazards (e.g., asbestos, EMF's, UFFI, Underground Storage Tanks, etc.) o Flood Plain Verification o Property Boundary/Square Footage Verification o Wetlands Inspection o Buyer Initials: cm7 Seller Initials:K?f'/'~ (B) If Buyer is not satisfied with the condition of the Property as stated in any written report Buyer receives as provided by paragraph SeA) of this Addendum, Buyer will: (check only one option) o Option I (Report Delivered to Seller) 1. Accept the Property with the information stated in the report and agree to the RELEASE set forth in paragraph 10 of this Addendum, OR 2. Within the time given for inspection, deliver the report(s) to Seller along with a written proposal outlining the conditions that Buyer is asking Seller to repair. a. Seller will, within _ days of receiving the report(s) and proposal, submit a written notice to Buyer in which Seller chooses one of the following options: 1. Make the requested repairs before settlement. 2. Credit Buyer at settlement for the estimated cost of requested repairs (this option must be acceptable to the mortgage lender). 3. Not to make the requested repairs and not to credit Buyer at settlement for the estimated cost of the requested repairs. b. If Seller chooses to make repairs or credit Buyer at settlement for the estimated cost of repair, Buyer will accept the Property and agree to the RELEASE set forth in paragraph 10 of this Addendum. c. If Seller chooses not to make repairs and not to credit Buyer at settlement, or if Seller fails to choose any option within the time given, Buyer will within _ days: I. Terminate the Agreement of Sale in writing by notice to Seller, in which case all deposit monies paid on account of the purchase price will be returned to Buyer and this Agreement of Sale will be NULL and VOID, OR 2. Accept the Property with the information stated in the report( s) and agree to the RELEASE set forth in paragraph 10 of this Addendum. o Option 2 (Delivery of Report to Seller Not Required) I. Accept the Property and agree to the RELEASE set forth in paragraph 10 of this Addendum, OR 2. Terminate the Agreement of Sale in writing by notice to Seller within the time given for inspection, in which case all deposit monies paid on account of the purchase price will be returned to Buyer and this Agreement of Sale will be NULL and VOID. (C) Buyer's FAILURE TO TERMINATE THIS AGREEMENT IN WRITING within the given time constitutes a waiver of this contingency, Buyer Initials: ~ /l7 r ) .~ Seller Initials:1"~?l j ~ and all other provisions of this Agreement of Sale will remain in full force and effect. In such case, Buyer agrees to the RELEASE set forth in paragraph 10 of this Addendum. 6. CONDOMINIUM RESALE ACT NOTICE .I2f NOT APPLICABLE o APPLICABLE (A) Buyer acknowledges that the Property is a unit of a condominium that is administered by a unit owners' association. (B) 93407 of the Uniform Condominium Act of Pennsylvania requires Seller to furnish Buyer with a Certificate of Resale and copies of the condominium declaration (other than plats and plans), the bylaws, and the rules and regulations of the association. (C) Within _ days of the execution of this Agreement, Seller shall submit a request to the association for a Certificate of Resale and the documents necessary to enable Seller to comply with the Act. The Act provides that the association is required to provide these documents within 10 days of Seller's request. (D) Under the Act, Seller is not liable to Buyer for the failure or delay of the association to provide the Certificate in a timely manner, nor is Seller liable to Buyer for any erroneous information provided by the association and included in the Certificate. (E) Buyer may declare the Agreement of Sale VOID at any time before Buyer's receipt of the Certificate of Resale and for 5 days thereafter, OR until settlement, whichever occurs first. Buyer's notice declaring the Agreement void must be in writing; thereafter all deposit monies shall be returned to Buyer. 7. HOMEOWNERS' ASSOCIATION NOTICE vzf NOT APPLICABLE o APPLICABLE Buyer acknowledges that the Property is in a development or subdivision governed by a homeowners' association. (A) 0 Within days of the execution of this agreement, Seller will furnish to Buyer copies of all homeowners' association documents specifYing the rights and responsibilities of the homeowner (e.g., bylaws, rules and regulations, covenants, and fees, if any). Buyer may declare the Agreement of Sale VOID at any time before Buyer's receipt of the association documents and for _ days thereafter, OR until settlement, whichever occurs first. Buyer's notice declaring the Agreement void must be in writing; thereafter all deposit monies shall be returned to Buyer. OR Buyer Initials: ?/lJ 1r'- Soil" lni"""K'?11, (B) o Buyer acknowledges receipt of homeowner's association documents specifying the rights and responsibilities of the homeowner (e.g., by- laws, rules and regulations, covenants, and fees, if any). Buyer agrees to assume all responsibilities of the homeowner, comply with all rules and regulations, and proceed with the purchase of the Property. 8. STATUS OF WATER (A) (B) Buyer Initials: cm Seller represents that this property is served by: o Public Water U On-site Water o Community Water o None o ON-SITE WATER SERVICE INSPECTION CONTINGENCY ~ WAIVED. Buyer acknowledges that Buyer has the right to request an on-site water service inspection of the Property. BUYER WAIVES THIS RIGHT AND agrees to the RELEASE as set forth in paragraph 10 of this Addendum. ELECTED. Buyer has the right, within days of the execution of this Agreement and at Buyer's expense, to deliver to Agent for Seller, if any, otherwise to Seller, a written inspection report by a qualified, professional water testing company of the quality and quantity of the on-site water service. If Buyer fails to deliver this report within the given time, then Buyer waives all rights to an on-site water service inspection as set forth in this paragraph and agrees to the RELEASE in paragraph 10 of this Addendum. If the report reveals that the water does not meet the minimum standard of all applicable governmental authorities and fails to satisfy the requirements for quality and/or quantity set by the mortgage lender, then Seller shall, within days ofreceipt of the report, notify Buyer in writing that Seller will either: a. Upgrade the water service to the minimum acceptable levels, before settlement, OR b. Not upgrade the water service. If Seller chooses not to correct the defects, Buyer wilI, within_ days of Seller's notice not to correct, either: a. Accept the Property and the water service and, if required by the mortgage lender or any governmental authority, upgrade the water service at Buyer's sole expense prior to settlement or within the time required by the mortgage lender or any governmental authority, and agree to the RELEASE set forth in paragraph 10 of this Addendum, OR Seller Initials: RM " o I. 2. 3. ~ b. Terminate this Agreement, in which case all deposit monies paid on account will be promptly returned to BUYER and this Agreement of Sale will be NULL and VOID. 9. ST A TUS OF SEWER (A) (B) Seller represent that the Property is served by: o Public Sewer ~ On-Site Sewage Disposal System o On-Site Sewage Disposal System in Proximity to Well o Community Sewage Disposal System o Ten-acre Permit Exemption o Holding Tank o None o None Available o ON-SITE SEWAGE DISPOSAL INSPECTION CONTINGENCY st WAIVED. Buyer acknowledges that Buyer has the right to request an on-site sewage disposal inspection of the Property. BUYER WAIVES THIS RIGHT and agrees to the RELEASE set forth in paragraph 10 of this Addendum. o ELECTED I. Buyer has the right, within days of the execution of this Agreement and at Buyer's expense, to deliver to Agent for Seller, if any, otherwise to Seller, a written inspection report by a qualified, professional inspector ofthe on-site sewage disposal system. If Buyer fails to deliver this report within the given time, then Buyer waives all rights to an on-site sewage disposal inspection as set forth in this paragraph and agrees to the RELEASE in paragraph 10. 2. If the report reveals defects in the on-site sewage disposal system, Seller shall, within _ days of receipt of the report, notifY Buyer in writing that Seller will either: a. Correct the defect(s) before settlement, at Seller's expense, OR b. Not correct the defects. 3. If Seller chooses not to correct the defects, Buyer will, within_ _ days of Seller's notice not to correct the defect(s), either: a. Accept the Property and the system and, if required by the mortgage lender or any governmental authority, correct the defects at Buyer's sole expense prior to settlement or within the time required by the mortgage lender or any governmental authority, and agree to the RELEASE as set forth in paragraph 10 of this Addendum, OR Buyer Initials:& l?J r Seller Initials/~ ~~ b. Terminate this Agreement, in which case all deposit monies paid on account will be promptly returned ta BUYER and this Agreement of Sale wiIl be NULL and VOID. 10. RELEASE - Buyer hereby releases, quit claims and forever discharges SELLER from any and all claims, losses or demands, including, but not limited to, personal injuries and property damage and all of the consequences thereof, whether now known or not, which may arise from the presence of termites or other wood boring insects, radon, lead-based paint hazards, environmental hazards, any defects in the on-site sewage disposal system or deficiencies in the on-site water service system, or any defects or conditions on the Property. This release sball survive settlement. All other terms and conditions of the Agreement of Sale remain unchanged and in fuIl force and effect. By signing this Addendum, Buyer and Seller acknowledge that they have read and understand the notices and explanatory information regarding property condition inspections set forth on the attached pages. WITNESS ~ . ~~ fll-~. ~ . ~~~ 1l!~ WITNESS . ~~tl/~ BUYER ~~~ ? ~/ 1tJ/f~ Chad M. MeIlatt ~~ r}/flJhd J ifer. eIlott SELLER ~ m,etlM Richard Mellott, Executor of the ~ . Estate of Jesse MeIlott ~~ fl/~ -= ..~.. .' .". Barbara MeIlatt, xec trix ofthe Estate of Jesse MeIlatt Buyer Initials: ? /fJ DATE fY~l';}w 2-,;(,;)-6/ DATE 9-10 -0 I 'l/tc/c I , , , ?nL /1 ~.- Seller Initials:lf?l-!~ JIM BISTLINE, AUCTIONEER 61 SUNSET DRIVE, CARLISLE, P A 17013 PHONE (717) 243-7794 August 15, 2001 To Whom It May Concern: On August 14,2001, at the request of Richard L. and Barbara A. Mellott, co-executors for the estate of Jesse C. Mellott, I performed an appraisal of the household effects at 716 Allen Road, Carlisle, P A. Barbara A. Mellott was present during the appraisal. The values assigned reflect what one could reasonably expect to receive if the items were offered at public auction. Respectfully, L~ PA lic# AU 001418L Schedule "HII. Item 119" JIM BISTLINE, AUCTIONEER 61 SUNSET DRIVE, CARLISLE, PA 17013 PHONE (717) 243-7794 ESTATE OF JESSE C. MELLOTT, 716 ALLEN ROAD, CARLISLE, PA 17013 DININGROOM TELEPHONE STAND PAINTED ROCKER DRY SINK (NOT OLD) PINE HUTCH -GLASS DOORS- (NOT OLD) MAPLE D.R. TABLE W/6 BOARDS 8 PAINTED PLANK CHAIRS (NOT OLD) GLASSIBRASS LAMP PRESSED GLASS: CANDLESTICKS FRUIT BOWL MISC DISHESIPLATES MISC GLASSES SIL VERPLATE SETTING FOR 8 (IN BOX) SCALLOPED GREEN OPALESCENT DISH SCALLOPED MARIGOLD CARNIVAL BOWL 3 VASES 2 SMALL WOOD JEWELRY BOXES BOX COSTUME JEWELRY GREEN CUP 2 BOXES MISC DISHES RACK CARNIVAL PUNCH BOWL SET (NEW) 5.00 45.00 150.00 150.00 225.00 200.00 10.00 5.00 5.00 20.00 LOT 5.00 20.00 5.00 10.00 5.00 LOT 5.00 EACH 10.00 10.00 5.00 5.00 15.00 LIVlNGROOM PINE RECLINER OVAL END TABLE OVAL COFFEE TABLE FLORAL COUCH W/CHAIR & OTTOMAN PR WHITE LAMPS BLUE WING BACK CHAIR 3 ENTERTAINMENT STANDS MARBLE TOP STAND RCA 19" TVWIREMOTE 25.00 10.00 20.00 50.00 SET 10.00 25.00 20.00 LOT 15.00 50.00 KITCHEN RCA REFRIGERATOR (18CU. FI.) TABLE W/4 CHAIRS HOTPOINT MICROW A VB 150.00 50.00 SET 15.00 MELLOTT ESTATE (pAGE 2) BEDROOM 1 (BLUE) 2 PC BEDROOM SET (DRESSER & CHEST OF DRAWERS) SMALL STAND BEDROOM 2 (WlllTE) KENMORE 10 AMP VACUUM BOOK SHELF ENCYCLOPEDIA BRITT ANNICA SET DOMESTIC SEWING MAClllNE & TABLE MASTER BEDROOM CEDAR CHEST DRESSER W/M1RROR, CHEST OF DRAWERS DOUBLE BED NIGHT STAND DOUBLE MATTRESS AND SPRINGS BASEMENT GE WASHER GE 5 CYCLE DRYER EVERYDAY DISHES POTS & PANS PLASTICW ARE GLASSES ETC. TINS GARAGE 2 WOODEN TABLES YARD PICNIC TABLE 2 LAWN CHAIRS W/GLIDER 2 MILK CANS 60.00 5.00 30.00 5.00 5.00 50.00 50.00 100.00 25.00 5.00 15.00 75.00 55.00 5.00 10.00 5.00 5.00 5.00 10.00 EACH 10.00 20.00 SET 5.00 EACH