The URL can be used to link to this page

Home My WebLink About01-0748 PETITION FOR PROBATE and GRANT OF LETTERS ~J ...0 I~07 " B Estate of Betty J. McCur~y also known as No. To: Register of Wills for the ~ Deceased. County of Cumberland in the Social Security No. 168-26-5279 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execuers in the last will of the above decedent, dated June 29, 1998 and codicil(s) dated named ,19_ (state relevant circnmstances,e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 141 Porter Avenue. Carlisle. PA 171313 (list street, number and muncipality) Decendent, then 78 years of age, died July 2 5 {{~ 2001 , ~ Harrisbura Hospital 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: Decendent 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: $ 5,131313.1313 $ $ $30,@00.rara WHEREFORE, petitioner(s) respectfully re~est(~ the probate of the last will and codicil(s) presented herewith and the grant of letters Tes ame tary (testamentary; administration c.La.; administration d.h.n.c.La.) theron. <JJ '-' <lJ U = <lJ ~3 <lJ .... ~<lJ = -00 =',= ~',= ___<lJ ~o.. <lJ '- a 0 ~ = OIl en OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA "I ss COUNTY OF CUMBERLAND J The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will wel an truly administer the estate according to law. Sworn to or affirmed and subscribed / . ~~~ CI) ore me this 10th day of ~. Au s ~2 RD 1. Box 117-5 ~ Lovsville. PA 171347 ~ ~ /0-OlbU--/ I No. 21-01-0748 Estate of Betty J. McCurdy , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW August 13th x}9~, 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 June 29. 1998 described therein be admitted to probate and filed of record as the last will of Betty J. McCurdy and Letters Testamentary are hereby granted to Joseph L. McCurdy $ 70.00 $ 15.00 $ $ 6.00 TOTAL _ $ 5.00 Filed .... .August. .l3th,.2001. .$96..00. . Probate, Letters, Etc. ......... Short Certificates( 5) . . . . . . . . . . Renunciation ................ x-Pages (2) JCP ,1:/ Lewis ~. FEES ATTORNEY (Sup. Ct. I.D, No.) 15641 lor P Andrews, Esqulre West Pomfret Street ADDRESS Carlisle, PA 17~13 (717) 243-0123 PHONE t_I,--,' PUT LETTERS IN A'ITORNEY' S BOX '::.,,=,1'\':; This is to certify that the information here given is correctly copied fran: an original certificate of death dul~ filed with me as Local Registrar. The original certificate will he forwarded to the State Vital Records Office for permanent filmg. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 p 7578134 No. 21-01-0748 2L~c~~~ .1I1t 2 6 2001 Date Hl05.;~ Rev 2187 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH ''''T ~"T "I( "'.....E Of' DECEDENT (F." ModdIe. C"'l SEX 1.f-.....~ BIRTHPlACE (CoIy ancl 3lala Of Fer. CouMy) l' , S. . COUNTY Of' DEATH .. Dauphin Harrisburg Harrisburg Hospital Ie. 14. KINO Of' 8USIHESS/lNO\JSTI\V DECEDENT'S USUAL OCCUPlaIOH (Give IunCl OI_k oone ""''''0 ..- La'B3r"l~;cIo""'''''''efire<l1 Electronic Co. . 11" ttb. oea:oeNT'S MAlllNG AOORESS (SIroo.. Cofyl'Town. S-. ZopCodeI _S DECEDENT EIIEA IN U.S. ARMED FORCES? Yu 0 No liD 12. 141 Porter Ave. Carlisle, PA 17013 DECEDENT'S ...CTUAl RESIDENCE lSeeon!IIt\JClOON on.,.".. """I 17., Slall PA 'TAlE filE NUMIEI\ SOCIAL SECURITY NUMBER 3. \ ~ 'i - 'L~ =ofylO MAAITAl STATUS. M_ N._ Morriecl._. W~1Iy) SURVIVING SPOUSE IW""'. Q/'4 m-. """"'I He,D ~,__ift _. I&. FIlrHER'SHAME(FirSl.MoOdle.laSll Robert Miller ". WiFOflMAHT'S NAME (T I'I*".!""l _. Josepn L. McCurdy METHOO OF OlSPOSlTION llurieI 0 CI.malion~ "-"'_81...0 au.. Old -- live ." . Cumberland -.ohip? 17d.l!9 ~""=,,.='oI MOTHER'S~'sl~rherSul""""'1 ". INFORMAI'IT'S MAIlJNO AOOAESS (SIr... CilvITown. SllIl.. ZipCodol) . ROl, Box 117-5, Loysville, FA 17047 PlACE OF 0lSP0SIT1ON. Nome 01 Co-..y. C'emalory LOCATION. CilylTown. S..... Zip C<lQO or 01.... ..... 17b. Cou Carlisle ctlylllOn>. Yorktowne C~matory flAME AND AOOAESS OF ~TY 0 219 N. Hanover liCENSE NUMBER ~ \. \~ l : d. WEllE AUTtIPSY F'HDlItGS """"-ABlE PfllOfllO COMPlETION OF '""USE OF [)ERH? M1IHNER OF DEATH g o NoD 21. I Appro""'" I inIctrV81 Det'wHI\ t ~ and dO.1Il 1 : O\Ilor.~ CQftdllianI ~ III dOAll\. but not rnullinQ in llle ~_ gi.- in ~ I TIME Of' INJURY INJURY AT 'NOAA? DESCRIBE HOW INJURY OCCURRED. "<cident P.nding In.....igal"'" o o o pLAcE OF INJURY. AI hemt. Ilrm, st~, factory, otl'ice buiIdIn9. ole. ,Spec"") _. locnlOH (SIr... CIY/Town. Slal.l N-'.... Homicide NolL NoD v.. 0 Suicide Could I'lOI be delertntt\ed 210. 2.... aln'lI'lEA fChock on;y onel .CEJlfIFVING ....vSfClAM (Ph~ Cf!(t~ cause C!J GN\f'I wJ'\eI" af"oO\he4' OhySlt:.an nas pronounced deal" ana cempt,led Item 23\ To the beat of "'y knowledg4t, de.th OCCU~ due 10 the CaUM(I) and man.,., .. Itated. . . '~_OUNCINQ ......0 CERTIFYING PHYSICIAN (Ph"""",n ""," ;,,,,nounc'"9 ce.,n and Ce<\"vono '0 c."'" of cealn) To..... Mo., of",y 1tno..fe:d.lJf':. cSt_'" occ.urred.' the time, ct.,., III"1d plec.. and due to the c.uM(a) and man".r at ".'K.. "MEDICAL EXAMI"'EII/CORONEII On the baai, 01 ..an1inatJon .nCU~ investig.tion. in my opinion, de.th occurred I' 'he time, de'e, and place, and due to the eauu(t.) and ....M.. .. .t.t...., , . . . . . . , . . . . . , . . . . . , . . . . . . . . , . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . , . . . . . . . ]1.. l'IEGISTl'I"'l'I.S SIGNATURE AND H ~. ~~~ 1&\ lal,OI o NoD M. JOe 17011 34. . . c;< /--f) /-0 7lfB LAST WILL AND TEST AMENT OF BETTY J. McCURDY I, BETTY J. McCURDY, of Carlisle, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and revoke any and all wills and codicils heretofore made by me. ITEM I: My personal representative shall pay from the residue of my estate the expenses of my last illness, funeral and burial debts duly allowed against my estate, and all death taxes (Pennsylvania inheritance tax and federal estate tax) occasioned by my death and incurred with respect to all property taxed to my estate regardless of whether such property passes by this Will or passes outside of this Will. ITEM II: I give and bequeath to my son DAVID E. McCURDY the Vehicle that is titled in my name but which is driven by my son DAVID E. McCURDY. ITEM III: I give, devise and bequeath the residue of my estate, of every nature and wherever situate, as follows: One-Third (1/3) thereof to my Son, DAVID E. McCURDY; One-Third (1/3) thereof to my Son, JOSEPH L. McCURDY; and One-Third (1/3) thereof to my Daughter, NANCY M. ANDREWS. Should any of my children predecease me, I devise his or her share to his or her then-surviving spouse, and in default of such a surviving spouse, then to his or her surviving issue. If any of my children predecease me without a surviving spouse or surviving children, his or her share shall be divided equally between the shares for my other children. . ITEM IV: 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. ITEM V: I appoint my Son, JOSEPH L. McCURDY, as Executor of this my Last Will and Testament. Should my Son, JOSEPH L. McCURDY, fail to qualify or cease to act as Executor, I appoint iny Daughter, N..<\NCY M. ANDREWS, as Executrix. ITEM VI: I direct that my Executor and his successors shall not be required to give bond for the faithful performance of their duties in this or any other jurisdiction. IN WITNESS WHEREOF, I, BETTY J. McCURDY, have hereunto set my hand and seal to this my Last Will and Testament, consisting of three (3) typewritten pages, each of which bears my signature, this J. <Jf day of .:r V"'lE , 1998. Though I am unable to read this Will due to my impaired vision, my attorney has read this Will to me in the presence of the undersigned witnesses. ~~.~c~ B~tty J. McCurdy, Testatrix (SEAL) Signed, sealed, published and declared by the above-named Testatrix, BETTY J. McCURDY, as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. We have each witnessed the reading of this Will to the Testatrix, BETTY J. McCURDY, by her attorney, Taylor P. Andrews, Esq. D~QC?tg!1j . . COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) WE, BETTY J. McCURDY, /AYlOr( f' ANPeF/VS , and ~I D C /hcCt-J(.J)Y , the Testatrix and witnesses, respectively, whose names are signed to the foregoing or attached instrument, being first duly sworn, do hereby declare to the undersigned authority tha,t the Testatrix signed and executed the instrument as and for her Last Will and Testament and that she signed willingly and that she executed as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witnesses and that to the best of their knowledge the Testatrix was at the time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. Subscribed, sworn to and acknowledged before me by BETTY J. McCURDY, the Testatrix, and subscribed to and sworn or affirmed to before me by ~Yt../)~ (.? ~ 'f-'..5 and Drtvl P 'i- IYlcl,J/~OL/ , witnesses, this 2' day of :r~h~ , 1998. ' NOT AmAL SEAL SHEil v 0 SEXTON NOTARY PUBllC L,L1. · RLAND COUNTY ~~~~~~,~~~,~ ~~IUa~:::~ ~s..:r'l Member. Pe~,~~y_van" --- ,..-',....,,""'''.,,1"!'.,:'':.~ ~(SEAL) Notary Publi f= CERTIFICATION OF NOTICE UNDER RULES 5.6(a) Name of Decedent: Betty J. McCurdy Date of Death: July 25,2001 Will No: 21-01-0748 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on August 2L, 2001: Joseph L. McCurdy RDl,BoxI17-5 Loysville, PAl 7047 Nancy M. Andrews 123 Souths ide Drive Newville, P A 17241 David E. McCurdy 141 Porter Avenue Carlisle, P A 17013 Notice has now been given to all persons entitled thereto u 1: y or P. An rews, Esquire 8 est Pomfret Street Carlisle, P A 17013 Phone: 717-243-0123 Capacity: Counsel for personal representatives Date: August? ( 2001 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 ANDREWS TAYLOR P 78 W. POMFRET STREET CARLISLE, PA 17013 __n____ fold ESTATE INFORMATION: SSN: 168-26-5279 FILE NUMBER: 2101-0748 DECEDENT NAME: MCCURDY BETTY J DA TE OF PAYMENT: 06/04/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 07/25/2001 NO. CD 001248 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $784.00 I I I I I I I I TOTAL AMOUNT PAID: $784.00 REMARKS: JOSEPH L MCCURDY C/O TAYLOR P ANDREWS ESQ CHECK# 93 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS \ / /' ,,'- / '\., / b'-~ (J- BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX TAYLOR P ANDREW~OtSQJUL 23 ANDREWS & JOHNSON 78 W POMFRET S[: CARLISLE t) PA 17013-1129 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN :'15 07-15-2002 MCCURDY 07-25-2001 21 01-0748 CUMBERLAND 101 * REV-1547 EX AFP (01-02) BETTY J Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REY=is4-j-Ex--AFP-f(ff=o21--No"ficE--oF-'rNliE'RiTANcE-'T-Ai-jrpPRAiiEi'-ENT~--ALi-owANcE-OR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MCCURDY BETTY J FILE NO. 21 01-0748 ACN 101 DATE 07-15-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (S) (6) (7) 62,000.00 604.00 .00 .00 1,097.00 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 18,947.00 27.328.00 (11) (12) (13) (14) NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 63,701.00 46.?74 00 17,426.00 .00 17,426.00 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: IS. Allount of Line 14 at 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: (1S) .00 X 00 = .00 (16) 17,426.00 X 045 = 784.00 (17) .00 X 12 = .00 (18) .00 X 15 = .00 (19)= 784.00 " ,.. ,...... R"~"'" . II (+ J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 06-04-2002 CDOO1248 .00 784.00 BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-05-2002 TOTAL TAX CREDIT 784.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. 5.14 TOTAL DUE 5.14 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A ""CREDIT"" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) 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 ANDREWS TAYLOR P ESQUIRE 78 W POMFRET STREET CARLISLE, PA 17013 -------- fold ESTATE INFORMATION: SSN: 168-26-5279 FILE NUMBER: 2101-0748 DECEDENT NAME: MCCURDY BETTY J DA TE OF PAYMENT: 06/23/2003 POSTMARK DATE: 06/20/2003 COUNTY: CUMBERLAND DATE OF DEATH: 07/25/2001 NO. CD 002716 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $5.14 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: JOSEPH L MCCURDY TAYLOR P ANDREWS ESQUIRE CHECK#104 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $5.14 DONNA M. OTTO DEPUTY REGISTER OF WILLS -~-I AU OF INDIVIDUAL TAXES ITANCE TAX DIVISION 280601 SBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT . REV-l'D7 EX AFP (01 ;) DATE ESTATE OF DATE OF DEATH FILE NUMBER A 8 :gcpUNTY ACN 07-14-2003 MCCURDY 07-25-2001 21 01-0748 CUMBERLAND 101 BETTY hu TAYLOR P ANDREWS ESQ ANDREWS & JOHNSON 78 W POMFRET ST CARLISLE .03 JUL 21 Allount Rellitted C':; f PA 17013Cumt\:;;, IL' t-';--\ MAKE CHECK PAYABLE AND REMIT PAYMENT T 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 paYII ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ :i6o7-Ex--A~:p--(Oi-:03)-------...--iNi'-iR'iT-ANCE--yiX--SYjrfEME-Ny-ifF-iC-COUNY--.-....---------------- ATE OF MCCURDY BETTY J FILE NO. 21 01-0748 ACN 101 DATE 07-14-" --------------- - --------------.. ---- ------ c STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELl _ SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE :OJECTED INTEREST FIGURE. E OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 07-15-2002 NCI PAL TAX DUE: ........................................................................................................................................................................................................................... 78r MENTS (TAX CREDITS): 'AYMENT DATE -04-2002 -20-2003 --------------~ RECEIPT DISCOUNT (+) 1_______ NUMBER INTEREST/PEN PAID (-) CD001248 .00 CD002716 5.14- AMOUNT PAID 784.00 5.14 IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I~TOTAL TAX CREDIT I IBALANCE OF TAX DUEl I INTEREST AND PEN. I r TOTAL - DUE L~_ 784.0 .0 .0 .0 IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A ..CREDIT.. (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) ~, ~/ Will No.: STATUS REPORT UNDER RULE 6.12 Re-+-t-r S 1'1~ Curly ( 7-'C..C;~O( 7.OV( - o"l<{- '( Name of Decedent: Date of Death: Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State ~ether administration of the estate is complete: Yes J.& No 0 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 ~esentative file a final account with the Court? Yes _ No A b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal !:5'resentative state an account informally to the parties in interest? Yes JA:1 No 0 Date: {-Z-9 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Cle of the Orphans' Court and may be attached to this rep/'1 Signa At to r P A vrjre..J ~ Name If''\ r;) N I --' ::::J -J ',OJ 7~ cJ. Po-.~/;;f ~(I,:>t 1JI/70/? ) . Address 7t? ;) 't 5 -Ore? Telephone No. c....,j ("", CV"\ P .;.) -1 :..- ~ ,]I ::::: :.56 Capacity: Q ~ersonal Representative ~Counsel for personal representative \,. w '" ~t:(I) 0"''-' WCl.0 IOO Og:~ X Cl. '" COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 ,-.,. 1'>-"-:"'\ ifc ~<)(" I OFFICI~ ONLY REV -1500 INHERITANCE FILE NUMBER TAX RETURN RESIDENT DECEDENT 21 01 0748 COUNTY CODe YEAR NUMBER I- Z W C W U W C DECEDENrs NAME (LAST, FIRST, AND MIDDLE INITIAL) McCurdy, Bett J. DATE OF DEATH (MM-DD-YY) 7/25/2001 (IF APPLICABLE) SURVIVING SPOUSE'S NAME SOCIAL SECURITY NUMBER 168-26-5279 THIS MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER DATE OF BIRTH (MM-DD-YV) 12/11/1923 1. Original Return D 2. Supplemental Return o 4a. Future interest Compromise o 7. Decedent had living Trust o 3. Remainder Return o 5. Fed. Est. Tax Return Req'd _0_8. Total number of SDB's 4. Limited Estate 6. Decedent Died Testate I- Z W o z o Cl. Ul W '" '" o o 9. Ltt'g'tion Proceeds Ree'd 10. Spousal Poverty Credit 11. Election to lax wi See. 9113(A) ifjl$;~IUwjL\ ..-~"11Oiijmi\I!IlJ:l1Mll!lIlri$ffl:liitllt_j!!)miiF~~lljii!lmlit,"'::.w.,; #i<'JlJiij} ;mt;:-Vkl9Jl NAME: COMPLETE MAILING ADDRESS: Taylo'r P. Andrews, Esquire FIRM NAME: Andrews & Johnson TELEPHONE NUMBER 717243-0123 Taylor P. Andrews, Esq. Andrews & Johnson 78 W. POI1Jfr~ St. Carlisle, PJC17013 . ,-,<, z o i= S ~ l- ii: <( u W 0:: 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3.Closety Held Corporation, Partnership or Sole-Prop. 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Depostts & Misc. P""",nal Prop.(Sch.E) 6. Jointly OWned Property (Schedule F) D Separate Billing Requested 7. Inter-VIVOS Transfers & Misc. Non-Propate Prop. 8. Total Gross Assets (total lines 1-7) 9. Funeral Expenses & Administration Costs (Sch H) 10. Debts of Decedent, Mortgage liabiltties, & Liens 11. Total Deductions (total lines 9&10) 12. Net Value of Estate (Line B minus Line 11) 13. Charttable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been made (13) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amnt of Line 14 taxable at the spousal rate, or transfers under Sec.9116(a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT (15) (16) (17) (18) (19) $0 $784 $0 $0 $784 (1) (2) (3) (4) (5) (6) $62,000 $604 OFFICI~L USE ONLY $0 $1,097 $0 (7) (8) $63,701 (9) (10) $18,947 $27,328 (11) (12) $46,274 $17,426 $17,426 z o i= '" I- :> Cl. ::E o u S X.O_ x.045 x.12 x.15 $17,426 $0 $0 :i@HnMb...~#~bhbi~.' .< , Decedent's Complete Address: S~REET ADDRESS 141 Porter Ave. CITY STATE ZIP Cartisle PA 17013 TotallnteresVPentalty (D+E) 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. (5) $784 A. Enter the interest on the tax due. (5A) 8. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58) $784 Make Check Payable to: REGISTER OF WILLS, AGENT it%llM '::: : .",:, . ~%1illWltt@L::o.::: Mlllilf~'%,'tnnt*~,Mk, . PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: yes no Tax Payments and Credits: 1. Tax Due 2. CreditslPayments A. Spousal Poverty Credrt B. Prior Payments C. Discounts Total Credits (A+B+C) 3. InteresUPenalty if applicable D. Interest E. Penalty 4. 8. retain the use or income rI the property transferred: b. retain the right to designate who shan use the property transerred or its income: c. retain a reversional)' interest: or d. retain the promise for life d either payments Of care? 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receMng adequate consideration? 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary disignation? (1) (2) (3) (4) D D D D D D D $784 $0 $0 ~ ~ ~ ~ ~ ~ ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penaltie5 of perjury, I cIeclare that I have examined this retum, including accompanying schedules and statements, and to the best of my I<now4eclge and belief, it is true, c:orrec1 and complete. DATE tfr.7-0 DATE G -3>_02. For date5 of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value oftransfef's to or for the use of the surviving spoose is 3% [72P.S. Sec. 9' 16(a)(1.1)(I)) Fordateli of dMth on Of after January 1,1995, the tax nrte imposed on the net value of transfers toorror the use of the surviving spouse is ()'l6; [72 P.S. Sec. 9116(a)(1.1)(ii)] The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements tor disclosure of assets and filing a tax retum are still applicable eYen if the surviving spouse is the only beneficiary. For dates of death on 01" after July 1, 2000: The tax rate impo&ed on the net value of transfers from a deseased child twenty-one years of age or younger at death to or tor the use of a natlJral parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. Sec. 9116(a)(1.2)J The tax rate imposed on the net value of transfers to or for the use of the decedflnrs lineal beneficia_ is4.5'Mt. u::ept as noted in 72 P.S. Sec. 9116(1.2) [72 P.S. Sec.9116(a)(1) The tax rate imposed on the net value of transfers to or for the use of the deeedenrs siblings is 12% [72 P.S. Sec.9116(a)(1.3)} A sibling is defined, under Section 9102. as an individual who has at least one parent in common with the clecedent, whether by blood or adoption. SCHEDULE A REAL ESTATE FILE NUMBER ESTATE OF McCurdy, Betty 1. (Property jointly..owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value with is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to sell, both having reasonable knowledge of the relevant facts. ITEM DESCRIPTION NUMBER 21-01-0748 VALUE AT DATE OF DEATH I $62,000.00 141 Porter Ave, Carlisle, PAl 70 I 3 As per appraisal of Stan Skrowronek [attached] TOTAL (aloo on line I, Recapitulation) $62,000.00 S. W. BARRETT REAL ESTATE & APPRAISAL SERVICES Fie No. 01.1033 APPRAISAL OF LOCATED AT: 141 Porter Avenue Carlisle, PA 17013 FOR: Andrews & Johnson 78 W. Pomtret Stteet Carlisle, PA 17013 BORROWER: McCURDY, Betty J., estate AS OF: July 25, 2001 BY: Stan A. Skowronek 124-126 NORTH HANOVER STREET, CARLISLE, PA 17013 717 243 8148 AND FAX 717-243-3827 S. W. BARRETT REAL ESTATE & APPRAISAL SERVICES FUoNo 01.1033 12/0612001 Taylor P. Andrews, Esquire Andrews & Johnson 78 W. Pomfret Street Carlisle, PA 17013 File Number: 01-1033 In accordance with your request, I have personally Inspected and appraised the feal property at: 141 Porter AVenue Carlisle. 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 25. 2001 Is: $62,000 Slxty.Two 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 submittect, ~Q,~~t Stan A. Skowronek Certified Resld.ntial Appraiser 124.126 NORTH HANOVER STREET, CARLISLE, PA 17013 717.243-6646 AND FAX 711.243.e627 prooertv Oescrlction File No. 01.1033 PronArtvAddross 141 PorterAvenue Cilv Carlisle Slate PA '.coo. 17013 Leoal Descriotion See legal descrIption Countv Cumberland Assessor's Parcel No, 02-21-0318-097 Tax Year 01-02 RE. Tues $ 844.00 SMdal Assessmenls $ None Bo.-rower McCURDY, Bettv Estate Current Owner Same Occu"snt: IXI Owner -1 Tenant 1 Vacant " PfooertvriohtsapDl'aised IXl FeeSifl'lClle 1 I Leasehold I ProiectTvoe I I puo I I Condominium (HUONA onlv\ HOAS N/A fMo. Neiohborhood or Proiect Name BorouQh of Carlisle Mal'JReference 21-0318 Census Tract 0122,00 SalePricaSN/A OaletllSaleNIA Desa'lnllon and S amount of loan charneslconcessions to be MirllwseRerN/A Lendfl'lClienl Andrews & Johnson Address 78 W. Pomfret Street, Carlisle, PA 17013 Annraiser Stan A. Skowronek Address 126 North Hanover Street, Carlisle, PA 17013 localion X~" ~:"b"ro," Rural Prlldomlnanl Single family housing Pre6ent land us. % Land use change Bu~t up X Over75% 25-75% Under 25% occupancy PRICE AGE Onefamily~ ~NotUkerv DUkerv 1(000) Uo'l GfowmHlle Rapid X Slable So. X Owner 95 ~lew~ 2-4family~ In process Property values "a,,,,,, ;.~:"bI' Dedining Tenant 120 Hinh 100 "'....., ~ To: Demand/supplY Shortage X k\baIav;:e 0.._ X """"(<>0%) Predominant Corrvnetcial 2% Marketino time Und<<3rros. X 3-6mos Over 6 mos Voaml_5"\ 70 I 75 Vacant I 5% Note: Race and the racial composition oftke neighborhood are not appraisal factor'5. on the east bv East St, on the south bv Neighborhood boundaries and characteristics: Subject Is bounded on the north bv Elm St, . Pomfret St and on the west by Hanover St. . . Fa~rES thai ,ffect Ihe marketability 01 the properties in lhe neighborhoo~proJ(imlty to employment and amenities, employmenl stability, appeal to marKel, etc.): . Sub ect DroDertv Is located In the Borouah of Carlisle. ShODDlno and other amenities are within walklna or short drlvlno .. distance. School svstem is Carlisle District. SMSA 3240. Market condilions in the subject neighborhood (including support lor the above conch,lsions related 10 II_end of property values, demandlslJpply, and marketing time "'luthasdalaoncompetilivepropertieslorsalein the neighborhood, description Of the prevalence of sales and financing concessIons, elc.): Property sales records and MlS statistics show a steady, moderate Increase In property values over the Dast vear. Averaae marketina time of 80-100 davs shows a aood balal'\ce of sucDI" and d&mand. Few sales and financlna concessions are needed In the nelahborhood. . Project InformaUon for PUOs(lf applicable), .Is the developer/buJlder in control of thltiome Owners' Association (HOA)? U YES U NO AppIoxirnate lolal number 01 units in the subject project N/A Approximate total number of units for $ale in the subject project N/A DesO'ibe common elements and recreational facilities:N/A Oimer'lsions See leaal descrlction Topography Basicallv Level Site area .07 Acre mil Comer Lot U Yes ~ No Size TVDlcal for area 5"d" "'''' <1m","'" '"J?~"ti"R-4 Town Center Residential Shap, Rectannular Zonlngcompliance 00 legal legalf1Ol......n'~...(G-atldfathoreduse)Umegal U NOlOning ll"alnage ADDears adeauate Hiohest & best use as-1nvYn~d: X Present use Other use feYnlain\ View Urban IJtllltlu Public O~" Off-site Improvements Type Public Private ...-.. Averan. EleiZicity X 200 erne Street Macadam X I- [Xiveway &riace NfA G.. X Clxb/guttel Concrete X "" Apparenl easements None AnDare"t Water X SidewalK Concrete X "" FEMA Spedal FJoocI Hazard Area 00 Ves [J No SanitarY sewer X Streetlights Adequate X I- FEMA ZoM AS Map. Oate 02103/82 Stornlsewer X An" To rear X FEMA Man No. 425382 0004 B Comments (apparent adverse euements, enaoachments, special assessmenl$slide areas, illegal Of legal nonconformIng zoning, use, elc.): There are no 8DDarent ;.dvef"$8 easements, encroachments or other adverse conditions. GENERAL DESCRIPTION EXTERIOR DESCRlPTIQN FOUNOA. TION BASEMENT INSULATION No. of Units 1 Foundation Stone S.b None AreaSq,FL 530 - ~ No.ofSlories 2 ExteriofWalls Alum, OiMlSpaal None %FlI\lshed 0% ~.--- X Type (DetJAtl.) Attached RooISurface Asphalt Basement Full Ceiling Unfinished Wafts~X Design (Style) 2 StorY Outten & Dwnspls, Aluminum ~PurrpNone W... Stone FIoor~X E:U1i\ing!Prtlposed Exlstino WIndow Type Double huna Dampness None Obs, Roo< COncrete """- Age (Yrs.) 100 SlormISaelNls Thermal Settlement None Obs. Outside Enty No .-- Effective Aoe t'Yrs.\ 20-25 Manufactured House No \nfestaflon None Obs, "R Factor Unk . ROOMS ,.." LMna Dinino Kitchen """ FamilvRm. Rec.Rm. Bedrooms 'Baths Launtltv O~" lveaSn.FI. ""'""", levell 1 1 1 530 . Level 2 2 1 Oresna I 530 . 0 Finishedareaaboveoradeoontains: 5 Roo"". 2 Bodroo ,t 1 BaltYs\: 1,060 Snuare Feet 01 Gross liuinn Area INTERIOR MaterialslCondllion HEATING KiTCHEN EQUIP. ATlIC AMENITIES CAR STORAGE: 'k>on CarpetNlnyl T",e FHA Reiigerator N"" Fi'eplace(s)'_ N,'" 00 . Walls Plaster/Drwll/Pnl Fuel Gas ...,"""", X Stan X Patio """, 'o1cxs Trim.f"inish Wood ConditiorAva """... [)opStair 0"" Allached "~Roo< Vln,,1 COOLING Qlshwasher 5",,,, PtI"c:h Covered X Do_' Balt\ Wain$(X)t Orvwall Cen'ltal None ,_ X 'kx>< X Fence Bum-In ""'" Wood O~" None Microwave Healed P""l CwpM A"eraoe Condition _fA WasMf/():lftr Finisheti Baleon"" X Ofivewau OnStrt Additionalleatures (special energy efficient items. etc.): Porches. Balconv. Celllna fans. Condition of the improvements, dePteciatiOr(phYSica\~~riOnal, and external), repait:~~eded, q~~~aOf construction remodeling/additions, etc,: ImDrove ments are In averaoe condition with no ch slcal or functionallnade uacles a arent. . Adverse environmental condiliens (such as, buhol limited to, haurdous wast." tOllic. sub$tanc.6$, etc.) pI.f1ent in thelmprov.ment,son the sile, or in Ihe hnm.dlate vicinity of the subject property: No adverse environmental conditions are arlDarent/dlsclosed. SUMMARY APPRAISAL REPORT UNIFORM RESIDENTIAL APPRAISAL REPORT ~loIocf_lQ'-t1 PAGE 1 OF 2 T...___.....N:'.I~~__{800~J, f.........r...,.lC104 1-" V lu lion Secllon' SUMMARY APPRAISAL REPORT UNIFORM RESIDENTIAL APPRAISAL REPORT FII N 01 1033 . . . o. - ESTIMATED SITE VAlUE. . ...... .... ....... ..0$ 10,000 Comments on Cost Approach (such as, .ourceo' cost ullmate, ESTIMATED REPRODUCTION COST-NEW OF IMPROVEMENTS: $It. nIue, aqu&fe footealwlatlonand fOf HUD, VA and FmHA., the Dwelling 1,060 $q.Fl @$~ 0$ 47,700 estimated remaining economic life of the property): Bsmt. 530 Sq. Ft. @ $~ 0 3,180 Cost new from Marshall Swift Valuation Service ~ Porches,Baleon\l 0 15,000 Handbook and local cost ana~ls. land value from Gnge.t:wpcrt _Sq.FI.@$_ 0 Market Data ComoarJson. Decreclatlon based on aae life Total utlmatedOut 7r ..... .Iif......... 0$ 65.880 observed condltlon and Market Data Analvsls. Estimated Leu PhysiCOll Functional Eldemal Est Remaining Econ. Life: 30 Remalnlno Economic Life Is 40....5 Years . Oep'eciatioo $15,000 0 0 q 15.000 Depredated Value of Improvements. ...... q 50,880 oAJ.4s"ValueofSitelmprovemenls.. . ...... q 2,000 INOIC,e,.TEO VALUE BY COST ,e,.PPROACH. . 0$ 62.900 ITEM T SUBJECT COMPARABLE NO.1 COMPARABLE NO.2 COMPARABLE NO. 3 141 Porter Avenue 38 S. Bedford Street 29 Kerrs Avenue 158 Elm Street Address Carlisle Carlisle Carlisle Carlisle Proximi'"10 Sub;ect 0.29 MI SSW 0.23 MI NW 0.17 Mt N Sales Price I N/A ~ .' $ 59.300 ^',-;'~',\,.'t#W;,~:~,{ $ 65,000 '~",~~~~~...,,~ $ 70,000 PriceJQossUv.A-ea $ 0.00 rtJ $ 59.12 rtJ ..: "X:",f;;, $ 46.03 ~ i4!k)(llI:~Jl'!1i'>.. $ 54.35 rtJ r,::~t~~.\~:: Dataand!OI Inspection AppOatalCourthse AppDatalCourthse MLS/Courthouse Records Verification Sources Courthouse Rec V.AJ..U=:AWJSThENTS DESCRIPTION DESCRIPTION I...)l'''''''-''' DESCRIPTION [ "...;..-.- DESCRIPTION I .,.\S~:"- Sales or Financill9 " --;. None, VA $1,500 "1,500 None, ConY Conc:essions N1A"''>.:':'''::~ DOM 123 Closlnn Costs DOM 23- Date of Salemme N/ACC ~ 02127/2001 : 07/31/2001 : 0512412001 : Location Urban Urban Urban Averace l~ee~ Fee Slmole Fee Slmnle : Fee SlmDle : Fee SlmDle : Site .07 AclAvn- .02 AclAvn : .06 AclAvn- : .04 AcJAvn' : VOw Urban Urban Urban Residential De;:;;and-:::;'al 2S~tuA~ 2SM(ttlAv.;- : SemlOet2Stv/A : 2StvAttlAvc : n,"""'ciCoostu:fu-1 AvnMnvl Avn/BrlckIVln : -2,000 AVel/Alum : AvnNlnvl : 'L;; 100 Vrs. 100 Y(S. 81 Vrs. 100 Yrs Condition Averaae Averaae : Avera e : AVll/Good : .s,OOO Abo'IeGrade 'T0IIl.s.....' .... TOIII'"*,,,,' .... : TOIIl' N1N' .... : TOIIl'\l*IloI' .... : Room Count 1 5: 2: 1.00 7: 3: 1.00' 6: J: 1.50' -l,OQO 6: 3: 1.00' GroS5lMn~kea 1.060 HL t.003~Ft : +655 1,412 S .Fl. : -5.280 1,288 So.Ft. : -3,420 .~&FIWilod Full Bsmt Partial Bsmt Full Bsmt Full Bsmt Rooms Below Grade Unfinished Unfinished Unfinished Unfinished FunctionafUiilj~ Averan. Averane : Averane : Averane : Hea~ FHA/None FHA/Nona : FHA/None : FHA/None : -1C:_Eftcien11tems Tvnlcal T\lnical TVDlcal Tvol",,1 Gar'':'-;..c~- On street On street : On street : On street : ~:~~,Ilod<. PorchesJ Non. ...4,000 Patio/Balcony ...2,000 Porch +2,500 Fn I s ete. Balcon.. Fence Pool ate. None Non. : None : None : : : : NetMtoW\ T Xl. -rT. '$ 2.855 I-n-. ---rxr:. '$ 5,780 rn-. IX '$ 5,920 ~SalesPrQ , Gr0s$:11.6% Gros$:'15.0%" GtOsS;'15.6% :~.... of--....-==~ble Net -.4.8% $ 62,155 Net:;f;'...s.9%:W-;;tJ$ 59,220 Neb:A-~;5%~if'~ $ 64,080 Comments on Sales Comparison (including tM wbject pl'Operty's compatibility to the neighborhood. etc.): Indicated ranne of value I, $59,000 to $64,000. These are the best co~~arable. known to be available. IT'. SUBJECT COMPARABLE NO. 1 COMPARABLE NO. 2 COIoFARABlE NO. 3 Date, Price and Data Scuot tr ptt sales N1A N1A N1A N1A -_.-,.......... Unknown Courthouse Courthouse Courthouse ~IOlanycmentagreeme:t~f,aaJe.OPIlon.orliJtingofll1elUbjedP'OpertyllndanlllyslsotanYPicn.lesohubjoctlflCl~withi1oneywoflhectaleofapp-alsal; No rlor sales within the ast twelve months. INDICATED VALUE BY SAlES COMPARISON APPROACH. . ... . . . . . . . . . ... ... W;':' ft.b;~;';';t;;;':;':" 'w:';;: 62,000 . 1N0000TEO VALUE BY INCOME APPROAC Estlmated. Mar:tetRent $ N1A This appraisal Is mado W-Uis" U subjed:btherepei1,IIIIeraIion&,Ospectionsaoond1ion$btedbebw 0 subjed:IoCJJrrPetionperplans8nd~ CordIionsof ApJnisaI: The nronArt\l-has been ann~ised In current condition. This annralsal Is for cltent on(\I, nontransferable. S.. attached addendum. FIn8l Roconc:ilialion:Cost and Market An~la conalst.n~su ort m estimated market value. GRM analval. was found In~nnr~n~late for this an~{s. Greatest'll.' ht Is a lied to the Market Data Analvsls. SUDDortlnCI file Information _ sub_tantJate. these estimates. . The plIllOse of this appraJsal is to estimate the market value of thO real property that is the s.ubject ot this fepart. bued on \he 1lxMl cond\lklns end !he 0IlftiIcati0n. alnlilgont and lin'iting mndilions. and market value deUnitiofllal h stated illho atlached Fredcie fo4acfam<t39.fwvie MaeFam 1004B(Revised 6/93 , I (WE) ESTIMATE THE MARKET VALUE.AS DEFINED. Of THE REAL PROPERTY THAT IS THE SUBJECl)fTHIS REPORT.ASOF 07/2512001 . (Wt1ICH"TliED"EDFtNSPEC'TtONANDTH~\?ECTtVEDATEOFTli'SREP~2'OOO ~ . . ~PRAlSER:~,n -c-\/ sUP R~(9HJ-YI REQ~lREO)~ OOIlldNot Siron,lIKe : ~ - -,' SiQnabx. Did Nanw Stan A. Skowronek Name Stoven W. Barrett, SRPA, SRA '_"""'" DttoReoortSklned 12/0612001 Dale RenNf Sinned 1210612001 Stalll Cel1ifiallion' RL..o01572-L StatePA State c.tificallon. GA.()00298~l Slate PA OrStatellcelll'" Slate Or Stale License' RB..o26921-A Stat,PA mMo....~1'Il s.u "'ertl led tieSidentiafJ(ppral-Ser PAGE2OF2 ~. I ueneral APpraiser f........f.-tllO(s.t3 ___..-......oc,"'"-~__~ STEVEN W. BARRETl' REAL ESTATE SKETCH/AREA TABLE ADDENDUM Case No File No 01-1033 I ~;;perty Address_.~1'41P_Oi!~~~;~~-;-==_==--- -- CityCarli_~~e__., _ . ___________~~l!~~_'L~u~erlaf\d_ State PA. ___Zip .~7013_,_",_ - 8orr~et- McCURDY, Betty J., Estate -- --- .". e..n.?~~~lient____~n5l.':..e_~~J~hnson. '____ .. . U. C Address 78 W. Pomfret Street, Carlisle, PA 17Q13 Appraiser Name Sian A. Skowrone~ _ _ _n __ . _ Ay~ Address 126 North Hanover Street, Carlisle, PA 17013 c Q) ..c u - Q Dining 'living Bedroom Comments; Scale; 1.10 Code aLA' i GLA2 ; pip AREA CALCULATIONS SUMMARY Description Size Tota'. Flrac Floor 530.0001 530.0001 Second Floor 530.0001 530.0001 Porch 56.0000 Balcony 10.0000 Porch 90.0000 216.0000 . LIVING.AREA BREAKDOWN Breakdown Sublet." Firat I'loor 10.00 x 5.00 x SeconeS I'loor 10.00 x 5.00 x 40.00 26.00 400.0001 130.0000 40.00 26.<1<1 {DO.OOOl '130.0000 TOTAL LIVABLE (rounded) 1060 4 Areas Total (rounded) 1060 .oJ>E.)( SOFTWARE lJOO.65a."S8 "",.8100.w_11 Borrower: McCURDY, Betty J., Estate Property Address: 141 Porter Avenue City: Carlisle lender: Andrews & Johnson SUBJECT PROPERTY PHOTO ADDENDUM File No.: 01.1033 Case No,: State: PA Zip: 17013 f:~,.,fl:~~',':i,:':,' ' ~'" " - '-""':"" ,'.".- f I' FRONT VIEW OF SUBJECT PROPERTY Appraised Dale: July 25, 2001 Appraised Value: $ REAR VIEW OF SUBJECT PROPERTY STREET SCENE Borrower: McCURDY, BettY J.t Estate Property Address: 141 Porter Avenue City: Carlisle lender: Andrews & Johnson COMPARABLE PROPERTY PHOTO ADDENDUM File No.: 01-1033 Case No.: State: PA ------ .7'-- Zip: 17013 COMPARABLE SALE #1 38 S. Bedford SL Carlisle Sale Date: 0212712001 Sale Price: $ 59,300 COMPARABLE SALE #2 29 Kerrs Avenue Carlble Sale Date: 0713112001 Sale Price: $ 65,000 COMPARABLE SALE #3 158 Elm Street Carlisle Sale Date: 0512412001 Sale Price: $ 70,000 ..~-~-! '.. _..,:?~~~ 1/7"'SC:'!.EE' I; C~J!'':':::::- /, ".. II -----___...~~Ey I .'-^'.o...'!r:..'! -----.... --___. I ' -----.-~~:-=:::..~~~ ::::-:7/~o5:..~_. 4v~"-~7 / / -------::--.~yf{ J I li/~TI PA~~:':- !-...._ --:!€!J FlOAD j IM",.:y:::;]::!!.""" fJJl~A.VE'A> l; 'vUe i ZONE C .--------- 1, /1 _ ...,..-u,."s 1 ,'Cl5i\fOl\,,1E / f / ! 1/ 100-' 500.\ B.~ Wllh 6J~e Wher [tev~ Zune.. River "Re *E ZO,..; A AQ AH(=r Al.A AS! ~ B c o V V1-V E C~nlO\. maybe This j' urlly .111 pt~ For ~, Pi!o\)eh r= I r. July! OtlQb~ FtblU~ .' ~ J !1 / LOCATION MAP Borrower: McCURDY I Betty J., Estate Property Address: 141 Porter Avenue Citv:Carlis.le lender. Andrews & Johnson File No.: 01~1033 Case No.: Slate: fA ZiD: 17013 I tttl' I-H I ,," I I 1$1 J ." . < f ~, & ~ "" ...'t-~\ , < 0 " 0 z ? , ~ '. " ,," " ~~. ~ ". , ~ l/ .~ ~ , ~ "'r,." , ~ -' ~I . ~ : . v . 1 ; t 0< . ~ ::: > IlE"BSTE"R i ,'" " Ii .' .] ~ FROG "," > j " 0' ~ ,0,,- ." . O's LINCOLN .. . ,. PLO/IF "'. ____~_---\'! f-<: -, If ;:. .s1> _----- ,0\';'4 ~ -----1 {\; ~ lo<" ~ -____ -- .. '" /",fJ; "I:. (/@~ _; I -------=___ -- -- NOR,. @<- v" / / ~- .I _ t OCus t ~ . ]/// LDufNER . OICKEHSOt/ ~ . OOTHE a /' "- a / 2 Ii '-- '!l WlSERRY ~ / ~ j / HIGH > / . 0 ~ . / LIs fr, << / -,. HOYErV -'-' H',," / lPalJ:RET . r--@'"""( _, I _I ~ ~ fi Y99.t OIAPEl I'GIFREl ~I ~AI'EL b.APEL / f'm. > / . SO<JTH ~ / I ~AH'AI./ ~ESrHUT / I / " / " / " / WA NUT /r-- , v ~ g / - ~ v . / U / / PIHE ./ WIllOW / t / ~ / f ~ g.."" I - ~ I if R/Dae I . . I; " a . l , ~ RlfXJt ~ ; I " I Ii ~{C}H~e 4-1999 HAl< IHO CE....E'ER~ " ~ I H ~ \ \Y~I Counesyof Barrett Rea/Estate & Apptaisal717.243-6646 I L--.._._____ 124-126 NORTH HANOVER STREET, CARLISLE, PA 17013 717-243-6646 AND FAX 717.243~627 FileNo 01-1033 ......***... QUALIFICATIONS *"..u" 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 othe-rwlse noted, the condltlons that apply to the subject property or the comparablo sales used DO NOT AFFECT THE MARKET VALUE OR THE FUTURE MARKETABILITY OF THE SUBJECT PROPERTY BEING APPRAISED. This Is not a home Inspection servlc~. This Is an appraisal to estimate market value. _1. The subject Is located In a rural area and is less than 2S.t.. built-up. _x_2. Commerclalllndustrialuses are located within the subject's neighborhood. These uses are typical of similar neighborhoods. _3. Vacant and unde'/cloped land uses are located within the subject's neIghborhood. These uses are typical for the area. _4. The predominant value in the neighborhood is less 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 subject property Is located In a F.E.M.A. Identified Flood Zone. Flood insurance coverage Is required and suggested. _6. Dampness is noted In the basement of the subject. Standing or running water was not present on basement floor. This condition is considered typical In dwellings of this style. _7. The subject property is serviced by private well and/or septic systems which Is common for the area. _x_8. The subject is older than <<ve(S} years. All mechanical systems including the heating, electrical and plumbing systems appear upon a visual exterior Inspection to be In working order. No warranties are Implied In this statement. _9. Repair items were noted In the comments section of the report. These comments on repair Items are for descriptive purposes only and are not required repairs. The Items listed are cosmetic 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. _1.2. The land value exceeds 30.". of total value due to the high demand for vacant land In this neighborhood. This condition Is considered common and typical for the neighborhood. _13. The land value exceeds 30% of total value. This is due to the large size of the site. This condition Is considered to be typical and common. _14. Individual adjustments were required that exceed 15%, These adjustments were required due to lack of more similar comparables on that indivldual rating. All comparables used are the best available. _15. Total adjustments ex.ceed 25%. This is due to the lack of comparable sales that were more similar In the subject's market area. All comparables used are the be$t available. _16. One or more comparable sales are older than six(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 comparabtes used O're the best available. _17. One or more comparables used were in ex.cess of one (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 sales outside of the immediate area. All comparables used are located In similar neighborhoods and within the same marketing area. AU comparables used are the best available. _18. The electrical system was not connected during inspection. _19, The water service was not connected during Im;.p&ction. _20, The heating system was shut down during inspection. _21, Rooflng_Piumblng_Electrical_Heatlng_certlfication(s) Is/are suggested, 22, Inground swimming pool_, out buildings_are Included-,not included..:.....--according to lender's guidelines. _23. According to lender's guidelines a maximum of_acres were considered for this valuation. Remaining acreage was given no value. I ~~ FUe No 01-1033 u.*"'uu QUALIFICATIONS ..*",..*u _24, The Subjoct property Is located on a private road. _25, Wood Infestation Inspection Is suggested. _x_26. Last recorded deed transfer: Oate_Unknown__ Consideration: $ _27. Proposed c.onstruction/renovation In accordance to plans and specifications to be completed In a workman-like manner. _28. Seller Is paying part or all of closing cost$. _x_29. All comparable sales are verified closed sales. x 30. There are no special conditions or other requirements that would affect market value or future marketability In the Appraisal Report. CHECKED ITEMS ARE SPECIFIC SPECIAL CONDITIONS THAT WERE IDENTIFIED BY THIS APPRAISER DURING INSPECTION. FileNo. 01.1033 DEFINITION OF MARKET VALUE: Th.e most probable price which a prcpetty should bring in a competitive and open market under aU conditions requisite to a fair sale, the buyer and seller, each acting prudently, knowledgeably and assuming the price is nO! affected by undue stimulus. Implicit in this definition is the consummation of a sale as of a specified date and tl\e passing of title from seller to buyer under conditions whereby: (1) buyer and seUer are typically motivated; (2) both parties are well informed or well advised, and each acting in what he considers his own best interest; (3) a reasonable time is allowed for exposure in the open market; (4) payment is made in terms 01 cash in U.S. dollars or in terms of financial arrangements comparable thereto; and (5) the price represents the normal consideration for the property sold unaffected by special or creative financing or sales concessions. granted by anyone associated with th~ sale 'Adjustments to the comparables must be made for speciat 0( creative financing or sales concessions. No adjustments are necessary for those costs which are normally paid by sellers as a result of \fadi!ion or law in a market area; these costs are readily identifiable since the seller pays lhese costs in virtually all sales transactions. Special or creative financing adjustments can be made to th.e comparable property by comparisons to financing terms offered by a third party institutional lender that is not already involved in the property or transaction. My adjustment should not be calculated on a mechanical dollar for dollar cost of the financing or concession but the dollar amount of any adjustment should approximate Ihe markers reaction to the financing or concessions based on the AplXaiser's judgment. STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION CONTINGENT AND LIMITING CONDITIONS: The appraiser's certification that ap~s in the appraisal report is subject to the folJowingconditiOllS: 1. The appraiser wm not be responsible for matters of a legal nature Ihat affect either the property being appraised or the tiUe to it. The appraiser assumes that the title is good snd marketable and, therefore. will not render any opinions about the title. The property is appraised on the basis of it being undet' responsible awnefship. 2. The appraiser has provided a sketch in the appraisal report to show apptoximate dimensions of the improvements and the sketch Is included only to assist the reader of the report In visualizing the property and understanding the appraiser's determination of its size. 3. The appraiser has examined the available flood maps that are provided by the Federal Emergency Management Agency (or other data sources) and has noted in the appraisal report whether the subject site is located in an identified Special Flood Hazard Area. 8ecause tt\e appraiser is not a surveyor, he or she makes no guarantees, express or implied, regarding this determination. 4. The appraiser will not give testimony or appear in courl because he or she made an appraisal of the property in question, unless specific arrangements 10 do so have been made beforehand. 5. The appraiser has estimaled the value of the land in the cost approach at Its highest and best use and the improvements at their contributory value. These separate valuations of the land and improvements must not be used In ~junctioo with any other appraisal and are irwa~d if they are so used. 6. The appraiser has noled in the appraisal report any adverse conditions (such as, needed repairs, depreciation, the presence of hazardOtJS wastes, toxic substances, etc. ) observed during the inspection of the subject property or that he or she became aware of during the normal research involved in performing the appraisal. Unless otherwise slated in the appraisal report, the appraiser has no knowledge of any hidden or unapparent conditions of the property or adverse environmental condillons (including the presence of hazardous wastes, toxic substances, etc. ) thai would make tt\e property more or less nluable, and has assumed that there are no such conditions and makes no guarantees or warranlles, express or implied, regarding the condition of the property. The appraiser will not be responsible fOf any such conditions that do exist or for any engineering or teslinQ that might be required to discover whether such conditions exist. Because the appraiser is not an expert in the field of environmental hazards, the appraisal repOft must not be considered as an environmental assessment oflheproperty. 7. The appraiser obtained the information, estimates, and opiniOTls thai were expressed in the appraisal report from sources that he Of she considers 10 be reliable and believes them 10 be true and correct. The appraiser does not assume responsibility for the accuracy of such items that Wefe flxnislled 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 su.bject to satisfactory completion, repan. or alterations on the assumption that completion of the improvements will be perlormed in a workmanlike manner. 'a. The appraiser must provide his or her prior written consent before the lender/client specified in the appraisal report can distribute the appraisal report (including conclusions about the property Value, the appraiser's identity and prOfessional designations, and references 10 any professional appraisal organizations or tne firm 'Nitl'\ which the appraiser is associated) to anyone other than the borrower: the mortgagee or its successors and assigns; the mortgage insurer; consultants; professional appraisal organizations; any state or federally approved financial institution; or any department, agency, or instrumentality of the United States. or any $tate or the Oistrict 01 Columbia; except Ihalthe lender/client may distribute the property description section of the report only to data collection or reporting service(s) without having to obtain the appraiser's prior written consent. The appraiser's written consent and approval must also be obtained be(Qfe tne appraisal can be conveyed by anyone to the public through advertising, pu.blic relations, news, sales, or other media. Freddie Mac Form 439 6-93 Page 1 of2 Fannie Mae Form 100486-93 fileNo. 01-1033 APPRAISERS CERTIFICATION: The Iwaise' tOrtifies.rod '9'ees that: 1. I have researched the subject markel area and have selected a minimum of three recent sales of properties most similar end ptcx.imate \0 the subject properly for consideration in the sales comparison analysis and have made a dollar adjustmenl when appropriate to reflect the market reaction to those items of significant variation. If a significant nem in II comparable property is superior to , ()( mOfe favorable than, the sublecl property. I have msdt a negative adjustment to reduce lhe adjusted sales price of the comparable and, if a significant item in a comparable property is inferior to, or less favorable than the subject property, I have made a positive adjustment to Increase the adjusted sales price of the comparable. 2. I have laken into consideration the factors that have an Impact on value in my development of the estimate of market value in the appraisal reporl. I have not knowingly withheld any significant Information Irom the appraisal report and I believe, to the best of my knowledge, lhal all statements and in(Ofmalion in the appraisal report are true and correct. 3. I stated in lhe appraisal report only my own personal, unbiased, and professional analysis. opinions, and conclusions, which are subject only to the contingent and limiting conditions specified in this form. 4. I have no present or prospective interesl in the property that is the subject to this report, and I have no present or prospective personal interest or bias with tespect to the participants in the transaclion. I did not base, either partially or completely, my analysis andl()( the eslimate of market value in the appraisal report on the race, color, religion, sex, handicap, familial status, or national Q(igin of either the prospeclive owners or occupants of the subject prope(ty or of the present owners or Qcc\.lpants of the properties In the vicinlly ot Ihe subject property. 5. I have no present or contemplated future interest in the subject properly, and neither my current or future employment nor my compensation lor performing this appraisal is contingent on the appraised value of the property. 6. twas 1'101 required to report a predetermined value or direction in value that favors the cause of the client or any related party, the amount of the value estimate, the attainment at a specific result. or the occurrence of a subsequent ennt Ir, order to receive my compensation and/or employment for performing the appraisal. I did not base the appraisal report on a requested minimum valuation, a specific valualion, or the need to approve a specific mortgage loan. 7. I performed lhis appraisal in conformity with the Uniform Standards of Professional Appraisal Practice that were adopted and promulgated by the Appraisal Standards Soard of The Appraisal Fourn1ation and that were in place as of the effective dale of this appraisal, with the exception of the departure provision of those Standards, which does not appty. I acknowledge that an estimate of a reasonable time for exposure in the open market is a condition in the definition of market value and the estimate I developed is consistent with the marketing time noted in the neighborhood section of this repat, unless I have othefwise stated in the reconciliation section. 8. I have personally inspected tM ir,teriCf and e:derior areas of the subject property and the exterior of aU properties listed as comparables in the appraisal report. I further certify that I have noted any apparent or known adverse conditions In the subject improvements, on the subject site, or on any site within the Immediate vicinity of the subject property of which laM aware and have made adjustments for these adverse conditions in my analysis of the property value to Ihe extent that I had market evIdence to support them. I have also commented about the effect of the adverse conditions on the marketability of the subject property. 9. I personally prepared all conclusions and opinions about the real estate that were set forth in Ihe appraisal report. If I relied on significant professional assistance from any individual or irniividl.lals In the per101'mance of the appraisal ()( the preparation of the appraisal report, 1 have named such individual(s) Clnd disclosed the specific tasks performed by them in the reconciUation section of this appraisal report. I certify that any individual so named is Qualified to perform the tasks. i have not authorized anyone to make a chsf\96 to. any item in the report; therelOfe, if an unauthorized change is made to the appraiSal report, I will take no responsibinty for il. SUPERVISORY APPRAISER'S CERTIFICATION: If a supervisory appraiser signed the appraisal report, he or she certifies and aQrees that I dicectty slJpefVise the appraiser who prepared the appraisal report, have reviewed Ihe appraisal report, agree with Ihe statements and conclusions of the appraiser, agree to be bound by the appraiser's certifications numbered 4 through 7 above, and am taking fuO responsibility foc the appraisal and the appraisal report. ADDRESS OF PROPERTY APPRAISED: 141 Porter Avenue, Carlisle, PA 11013 APPRAISER: S;gnal..e~Q'~(}e~ c~ Name: Stan A. Skowronek Date Signed: 12/06/2001 Slate CertiflCalion #: RL-001572-L orStatelicense#: State: PA Expntioo Date ()( CertifICation ct Ucense: June 3D, 2003 SUPERVISORY APPRAISER (only If required) Signa...e ~?_ J/'L-r--J- Name: Steven W. Barrett, SRPA, SRA Dale Signed: 12106/2001 State Certificatior. t: GA..oOO29S-L or State license': RB-026921-A Stat~PA Expi"ation Dale of Certification or Ucense: June 3D, 2003 o D~ 00 Did Not Inspect Property Certified Resldentlal Appraiser Freddie Mac FOfm 439 6-93 Certified Geoeral Appralsef Page 2 012 FaMie Mae Form 10048 6-93 SCHEDULEB STOCKS AND BONDS ESTATE OF FILE NUMBER McCurdy, Betty J. (All property jointlY-Qwned with Right ofSurvivorsrnp must. be disclosed Qn Schedule F) ITEM DESCRIPTION NUMBER 21-01-0748 VALUE AT DATE OF DEATH 1 21 shares of Metlife, Inc. [1099B attached] $604 TOTAL (also on line 2, Recapitulation) $604 'lease Note: Your Sale Proceeds Check Is Attached OROKER'S Name: Address. ZIP Code. Federal Form I099-B Proceeds From Broker and Barter IdcntlO~atlon NUlIIlJcr and TclcpllOllC NUIll~r: Exchange Transactions corY B FOR RECIf'IENT MCnOllll\v~10r Services ...,MPORTANTTAX INFORMATION... U.S. INFORMATION OMB NO. 8S Challenger Road ThiS Is Imponanl tal[ InfQrm:lllon and l1 belr\g furnbhcd 10 Ridgcfield Park. NJ 07GGO the IlI(emal Revenue ServIce. If you 3rc requIred 10 me a RETURN FOR 2001 1545.0715 12-3367522 return. a J\egllgeflce penalty or olher QneUon milY IJe Ja Date or Safe H.l CUSIP Number ).800.649.3593 IlIlposed on you If this locome Is taxable <l.M the IRS dClcrmln~ Ihalll has not been reponed. 07/30/200 I 5915GRIO TO WHOM PAID 2. Stocks. Bonds. CIC 3. Bartering $603.90 4. FEDERAL INCOME TAX WITHHELD Betty J. Me Curdy ~o 00 141 Porter Ave. } 0 Cf1>Up~lksscomQJJS$iom Carlisle, PA [7013-2547 REPORTED ."dop<JotISpr~mlurm T01RS 0 C~"~$ S. Descrip~iol1 Metlife, Illc. Investor ID Reclplenu.lde<llItbtI<>C'lNurnbf,rorlFl'" 806542588579 \68-26.5279 TRANSACTION DETAIL Dale Description Shares Sold Sale Price Gross Proceeds TalC Withheld Net Proceeds Trust Interest Balance (S) " IS> e') es) Balance 21,0000 08/021200 \ Shares Sold 21.0000 28,7570000 603,90 0,00 603.90 0,Q000 A IMPORTANT TAX RETURN DOCUMENT ATTACHED A YOUR ACCOUNT HAS BEEN CLOSED. THEA TT ACHED CHECK REPRESENTS THE FULL VALUE OF YOUR ACCOUNT. Retain this number for future reference: Investor 10: 8065 4258 8579 For information concerning this statement, call MetLife, Inc.'s Transfer Agent, Mellon Investor Services toll free at 1-800-649-3593 UU.(Hll) PLEASE DETACH ALONG TIlE PERfORATION F 0801 ??oo142 THE FACE OF THIS DOCUMENT HAS A BLUE BACKGROUND ON WHITE PAPER. THE BACK OF THIS DOCUMENT CONTAINS "-N ARllf'ICIAi... WA1ERMARK HOlO AT ANGLE TO VIEW ^etLlfe" Description: Sale Proceeds Check No. 00150890 50-937 2I3 Check Dale 08/02/01 InveSlor ID 8065 4258 8579 Pay ****$603.90 Pay to The Order of: Belly J. Mc Curdy \4\ Porter A \'e. Carlisle, PA 17013-2547 Payable al Chase Manhattlln Bank, Syracuse, NY or The Chase Manhattan Bank, New Y OI'k /fJi-1fl ~^ AUlhudzed Office,. Signature 11'00 j, 508 'lOll' ':02 l. =10 cn ?'ll: \:,0 l. 5'1200 'Ill' SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANIOUS PERSONAL PROPERTY ESTATE OF FILE NUMBER McCurdy, Betty J. (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F) ITEM DESCRIPTION NUMBER 21-01-0748 VALUE AT DATE OF DEATH I Personal property and furnishings as per appraisal of Benny E. Rowe [attached] $287.00 2 Waypoint checking account 90059494 [bank letter attached] $678.65 3 Health insurance refund $131.Q9 4 5 6 7 TOTAL (also on line 5, Recapitulation) $1,0%.74 B~J ROWE:~~~~~~t OB . AU 2276L R. D. 4, Box 353 · Carlisle, P A 249-2677 249-1978 Auction Is Action Call "ROWE"Por Satisfaction August 13, 2001 TO: Joseph McCurdy Executor R. D. #1 Box 117-5 Loysville, Pa. 17074 FROM: Benny E. Rowe Appraiser/Auctioneer 2505 Ritner Highway Carlisle, Pa. 17013 REF: Betty McCurdy Estate, 141 Porter Ave, Carlisle, Pa. Personal Property Appraisal at Current Auction Market Value. PAGE 2 2 Step End Stands Table Lights Book Shelf Corner Shelf 2 upholstered Chairs Accessories & Decorators Stereo Pine Wall Unit 5 Pes. Dinette Set Pine Server Book Shelf Vacuum Cleaner Electronics Knick Knacks Decorators Refrigerator Microwave Pots/Pans/Baking Misc. Kitchen Items Wardrobe Chest of Drawers storage Chest Misc. TOTAL Benny ~ $ 6.00 2.00 12.00 6.00 N/V 24.00 N/V 40.00 20.00 12.00 10.00 8.00 N/V 14.00 12.00 45.00 10.00 18.00 26.00 N/V 12.00 4.00 6.00 $ 287.00 E. Rowe "'1.. ~ ---...... Y'IWay~qi!'Kt LOOK FOR US. WE.LL GET YOU THERE. 08123/2001 ANDREWS & JOHNSON 78 WEST POMFRET ST CARLISLE PA 170\3 The information which you requested on the account(s) of BETTY MCCURDY ESTATE (Socia] Security Number 168-26-5279) is/are as follows: Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of 678:65 Death Account Ownership SOLE Name of Joint Owner, if any Date Ownership Was Established 90059494 CHECKING 03/30/82 678.65 Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established Additional Infonnation Requested PLEASE COMPLETE W-9 slft,erelY,./ ~ K/?ri1t yorf/[o r SENIOR SERVICES REP. p.o. Box 1711. HARRISBURG. PENNSYOIANIA 17105-1711 Toll Free '-866-WAYPOINT (1-866-929-7646) . www.waypolntbank.com SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ESTATE OF FILE NUMBER McCurdy, Betty J. (All property jointly..owned with Right of Survivorship must be disclosed on Schedule F) DESCRIPTION ITEM NUMBER A. 1 2 B. 1 2 3 4 c. I 2 3 4 5 6 7 8 9 10 Funeral Expenses: Hoffman Roth Funeral Home Additional funeral expenses - flowers and clergy Administrative Costs: Personal Representive Comntissions Social Security Number of Personal Representative: Attorney fees to Andrews & Johnson Family Exemption Claimant David McCurdy Relationship: Son Address of Claimant at decedent's death: Street: 141 Porter Ave., City: Carlisle State & Zip P A, 17013 Probate Fees to Register of Wills MisceUaneous Expenses: PP&L - electricity to real estate Carlisle borough - water and sewer to real estate Insurance on real estate Real Estate School Taxes Clean upIFix up expenses Real Estate Appraisal Bank charges for estate account Gas service to real estate Interest on real estate mortgage telephone for real estate TOTAL <also on line 9, Recapitulation) 21-01-0748 AMOUNT $3,449.00 $236.56 $5,000.00 $2,500.00 $3,500.00 $245.00 $382.67 $97.08 $524.00 $654.02 $468.90 $250.00 $6.00 $63.22 $1,397.74 $172.38 $18,946.57 SCHEDULE I DEBTS OF DECEDENT MORTGAGE LIABILITIES AND LIENS ESTATE OF FILE NUMBER McCurdy, Betty 1. 21-01-0748 ITEM NUMBER DESCRIPTION AMOUNT Home Equity Servicing Co - mortgage on 141 Porter Ave. $23,937.23 2 Redevelopment Authority of Cumberland County $3,280.62 3 SPX insurance $109.83 TOTAL (also on 1;"010, Recapitulation) $27,327.68 SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Me d B J 21 01 0748 C UrJy, ettv . - - ITEM INAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE NUMBER OF ESTATE 1 Joseph L. McCurdy, RD I, Box 117-5, Loysville, Pa, 17047 son II3 2 Nancy M. Andrews, 123 Southside Drive, Newville, Pa 17241 daughter II3 3 David E. McCurdy son II3 4 ITEM NAME AND ADDRESS OF BENEFICIARY NUMBER AMOUNT OR SHARE OF ESTATE B. Charitable and Governmental Bequests: TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (also enter on line 13, Recapitulation) $0 -' ~ LAST WILL AND TESTAMENT OF BETTY J; McCURDY I, BETTY J. McCURDY. of Carlisle, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and revoke any and all wills and codicils heretofore made by me. ITEM I: My personal representative shall pay from the residue of my estate the expenses of my last illness. funeral and burial debts duly allowed against my estate, and all death taxes (pennsylvania inheritance tax and federal estate tax) occasioned by my death and incurred with respect to all property taxed to my estate regardless of whether such property passes by this Will or passes outside of this Will. ITEM II: I give and bequeath to my son DAVID E. McCURDY the Vehic1e that is titled in my name but which is driven by my son DAVID E. McCURDY. ITEM ill: I give, devise and bequeath the residue of my estate, of every nature and wherever situate, as follows: One-Third (II3) thereof to my Son, DAVID E. McCURDY; One-Third (II3) thereof to my Son, JOSEPH L. McCURDY; and One-Third (1/3) thereof to my Daughter, NANCY M. ANDREWS. Should any of my children predecease me, I devise his or her share to his or her then-surviving spouse, and in default of such a surviving spouse, then to his or her surviving issue. If any of my children predecease me without a surviving spouse or surviving children, his or her share shall be divided equally between the shares for my other children. ITEM IV: 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. ITEM V: I appoint my Son, JOSEPH L. McCURDY, as Executor of this my Last Will and Testament. Should my Son, JOSEPH L. McCURDY, fail to qualify or cease to act as Executor, I appoint my Daughter, NA.NCY M. ANDREWS, as Executrix. ITEM VI: I direct that my Executor and his successors shall not be required to give bond for the faithful performance of their duties in this or any other jurisdiction. IN WITNESS WHEREOF, I, BETIY J. McCURDY, have hereunto set my hand and seal to this my Last WiIl and Testament, consisting of three (3) typewritten pages, each of which bears my signature, this J. <jf day of .:r v"'\.e ,1998. Though I am unable to read this Will due to my impaired vision, my attorney has read this WiIl to me in the presence of the undersigned witnesses. ~~~~~ B tty J. McCurdy, Testatnx (SEAL) Signed, sealed, published and declared by the above-named Testatrix, BETTY J. McCURDY, as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. We have each witnessed the resding of this Will to the Testatrix, BETIY J. McCURDY, by her attorney, Taylor P. Andrews, Esq. 7)~9c f;tS dwj COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) WE, BETTY J. McCURDY, --r;;YLC<< f' At1/'j)iLE'NS ,and 7Y1v 1 n C 111,.-.L.r /U)y , the Testatrix and witnesses, respectively, whose names are signed to the foregoing or attached instrument, being first duly sworn, do hereby declare to the undersigned au(..'J.ority that the Testatrix signed and executed thejnstrument as and for her Last Will and Testament and that she signed willingly and that she executed as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the WiIJ as witnesses and that to the best of their knowledge the Testatrix was at the time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. Subscribed, sworn to and acknowledged before me by BETTY J. McCURDY, the Testatrix, and subscribed to and sworn or affirmed to before me by yy~t:. P I/xJDf!.I;; y.,S and Drtvl P <L. 1HJ..u~f)y , witnesses, this 2 9 day of ::S-vn.. , 1998. NOTARIAl SElIl SHEllY 0 SEXTON NOTARY PUBLIC . CuMBERlAND COUNTY CARlI~~I~ro~ fXPlRES APRll1S, 1999 ~~~f. Pennst~~\a ~clauon olllo\f.f\Ol ~~ ~/h(SEAL) Notary Publi