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Home My WebLink About01-0760 "-'. oJ / ~ - c:2 6 --'(""J ~ / 3 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' IlEV-1607 EX iFP (01-02) .02 DATE ESTATE OF DATE OF DEATH FILE NUMBER ~rt 7 :4E;OUNTY -I.- ACN 03-04-2002 PLUTKO 05-18-2001 21 01-0760 CUMBERLAND 101 ROSE M RfJC.-' GEORGE A VAUGHN III 3904 TRINDLE RD CAMP HILL APR -1 Allount Rellitted PA 1701~;;S[;< CllJnb~; MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLEI PA 17013 NOTE: To insure prqper credit to your accountl subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REY=i6"ifj-Ex--AFP--fol-:oi.r------...-iNirERITANCE--YAX-STAfEME-NY-ifF-AC-Couiif--...--------------------- ESTATE OF PLUTKO ROSE M FILE NO. 21 01-0760 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 SU""ARY OF THE PRINCIPAL TAX DUEl APPLICATION OF ALL PAYMENTSI THE CURRENT BALANCEI ANDI IF APPLICABLEI A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-11-2002 P R I NC I PAL TAX DU E : ............._...................._..................................................................................................................................................................................... 1/867.53 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-16-2001 CDOOO169 93.38 2/300.00 02-14-2002 REFUND .00 525.85- TOTAL TAX CREDIT 1/867.53 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATEI SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A ..CREDIT" (CR) I YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) /6-~t!?-/3 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BU~U OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION , DEPT. 280601 HARRISBURG I PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ReC,ln:>.' .. RE;'~_j'r,: DATE ESTATE OF DATE OF DEATH FILE NUMBER A 8 :4 ~OUNTY ACN 02-11-2002 PLUTKO 05-18-2001 21 01-0760 CUMBERLAND 101 GEORGE A VAUGHN III 3904 TRINDLE RD CAMP HILL .02 FEB 19 PA 170Ulen~, CUITlbc:- . *' REY-1S.7 EX AFP 112-01) ROSE M Allount Rellitted ( X) CHANGED ll) (2) (3) (4) (S) (6) (7) .00 .00 .00 .00 2,950.00 89,135.94 5,341.55 (8) 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-ix-AFP-flz-:oo"r-NoY-ici--oF-'rNHiifiTAifci-YAX-APPRjrisiMENT~--Ai:l-owAiici-ifi----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF PLUTKO ROSE M FILE NO. 21 01-0760 ACN 101 DATE 02-11-2002 TAX RETURN WAS: ) ACCEPTED AS FILED SEE ATTACHED NOTICE 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 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) llO) 9,304.65 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 97,427.49 1;1;.9'6 91 41,500.58 .00 41,500.58 NOTE: If an assessment was issued previOUSly, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: lS. 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: 46.622.26 lll) ll2) ll3) ll4) llS) .00 X 00 = .00 ll6) 41,500.58 X 045 = 1,867.53 ll7) .00 X 12 = .00 ll8) .00 X 15 = .00 ll9)= 1,867.53 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-16-2001 CDOOO169 93.38 2,300.00 TOTAL TAX CREDIT 2,393.38 BALANCE OF TAX DUE 525.85CR INTEREST AND PEN. .00 TOTAL DUE 525.85CR . 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.) REV.1470 EX (6-88) . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME Rose M Plutko REVIEWED BY Deborah Washington ITEM SCHEDULE NO. H A-2 INHERITANCE TAX EXPLANATION OF CHANGES EXPLANATION OF CHANGES Not an expense of this estate ROW FILE NUMBER ACN 2101-0760 101 Page 1 George A. Vaughn, III Attorney at Law 3904 Trindle Road Camp Hill, Pennsylvania 17011 (717) 975-9102 FAX (717) 975-9105 ReCO[t)d.., \. Rr;q;:;:c. of "01 ole 31 P12 :47 Clerk Cumbeila: rJ.L\ c:!/-~{){j-~0 0 December 20, 2001 i'jp ~~ Mary C. Lewis, Register of Wills Cumberland County Court House Carlisle, P A 17013 RE: Estate of Rose M. Plutko Dear Mrs. Lewis: Enclosed please find two copies of the Pennsylvania inheritance tax return for the above- referenced estate for filing. Also enclosed is a check in the amount of$15.00 paying the filing fees. Should you have any questions, please contact me. !rulY YO,r:;ts, () lilt & e rge A. Va, III Attorney at Law GA V /dj Enclosures George A. Vaughn, III Attorney at Law 3904 Trindle Road Camp Hill, Pennsylvania 17011 (717) 975-9102 FAX (717) 975-9105 August 16, 2001 HAND DELIVERED Mary C. Lewis, Register of Wills Cumberland County Court House Carlisle, P A 17013 RE: Estate of Rose M. Plutko Date of Death: May 21, 2001 Mrs. Lewis: It has not yet been necessary to proceed with probate for this estate, but a Pennsylvania inheritance tax return will certainly be required. Accordingly, a prepayment of the estimated inheritance tax liability for the estate is now being made to secure the early payment discount. A check in the amount of$2,300.00 is enclosed for this purpose. Kindly process this payment and issue your receipt for it in due course. Since this is also the first documentary filing in your office for this estate, I am also enclosing a complete Estate Information Sheet. If you require anything further at this time, please let me know. Very truly yours, ~tl U~ ~rge Aqaug~~ III Attorney at Law GA V/gav Enclosures (2) cc: Mrs. Suzanne M. Jones 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 VAUGHN GEORGE A III ESQ 3904 TRINDLE ROAD CAMP HILL, PA 17011 __nn__ fold ESTATE INFORMATION: SSN: 181-24-9171 FILE NUMBER: 21-2001- 0760 DECEDENT NAME: PLUTKO ROSE M DA TE OF PAYMENT: 08/16/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 05/18/2001 NO. CD 000169 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $2,300.00 I I I I I I I I TOTAL AMOUNT PAID: $2,300.00 REMARKS: SUZANNE M JONES C/O GEORGE A VAUGHN III ESQ CHECK# 3439 SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT REV-1500 EX. (6-00) CAPB HpRL EplO CRAC KOTK ES D E C E D E N T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) P1utko Rose M. DATE OF DEATH (MM-DD-YEAR) .~~ OFFICIAL USE ONLY /b-d5().-/3 FILE NUMBER COUNTY CODE 21-01-760 YEAR NUMBER SOCIAL SECURITY NUMBER N':irie ~~. NOne None 2,950~00 89,135':":94 );, , ' 5,341. 55 9,457.31 46,622.26 x X X X .0 0 .0 45 .12 .15 DATE OF BIRTH (MM-DD- YEAR) 1. Original Return 4. Limited Estate 6. Decedent Died Testate 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust 181-24-9171 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o o 3. Remainder Return ~f~; fc,f 12e~}~ -82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach Sch 0) (Attach copy of Will) (Attach copy of Trust) o 9. Litigation Proceeds Received 010. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) P NAME COMPLETE MAILING ADDRESS C 0 0 III R N 3904 Trind1e Road R D E E Camp Hill, PA 17011 N S T TELEPHONE NUMBER 9 5-9102 Real Estate (Schedule A) Stocks and Bonds (Schedule B) Closely Held Corporation, Partnership or Sole-Proprietorship 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 (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 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) (1) (2) (3) c:5 OFFICI~. ONLY -"*!"'C' -:'...... (r"~ 'I::i c;::J c-::; w :g N .p;. -.J (8) 97,427.49 (11) 56,079.57 (12) 41 ,347. 92 (13) (14) 41,347.92 (15) (16) (17) (18) (19) 0.00 1,860.66 0.00 0.00 1,860.66 R E C A P J T U L A T I o N (4) (5) (6) C o M T ~ A T X A T I o N SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax 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. X 41,347.92 Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 5 Wheatfield Drive CITY I STATE I ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 1,860.66 2,300.00 93.03 Total Credits ( A + B + C) (2) 2,393.03 3. Interest/Penalty if applicable D. I nte rest E. Penalty Total Interest/Penalty ( D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line S + SA. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 532.37 0.00 0.00 0.00 iii:::iW~:t~~~,~i~~~!~~iy~~il~:~tt~!I'~~:!:~~~~y~~i~~m~~:::~~~6:1:!~:~~il:"'~:,,m~~li:+~~i:i~~~~i~~i~:li~y~~t~~~~WiiW:iii 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; . . . . . . . . . . . . . . . ~ ~~x b. retain the right to designate who shall use the property transferred or its income; . c. retain a reversionary interest; or. . . . . . . . . . . . . .. .......... d. receive the promise for life of either payments, benefits or care? . . . . . . . . . 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . " ...... [K] 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. [K] o o IT! Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. Suzanne M. Jones 5 Wheatfie1d Drive ----------------------------------------------------- Carn Hill, PA 170113 George A. Vaughn III 3904 Trindle Road - - -cro;- - -Hi ri - - PA - - rid ir - - - - - - - - - - - - - - - - - - - - - - - - - DATE 1~113/{) I DATE 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) Oi)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child 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 the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.S%, except as noted in 72 P.S. 9116(1.2) [72 P.S. 9116(aX1)]. 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. 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Rose M. Plutko SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY SS11 181-24-9171 05/18/2001 FILE NUMBER 21-01-760 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 1984 Cadillac Coupe DeVille VALUE AT DATE OF DEATH 2,450.00 2 Miscellaneous household and personal effects 500.00 TOTAL (Also enter on line 5, Recapitulation) $ 2,950.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSyslems, Inc. Form REV-1508 EX (Rev. 1-97) REV-1509 EX . (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Rose M. Plutko SCHEDULE F JOINTL V-OWNED PROPERTY 55/; 181-24- 9171 05/18/2001 FILE NUMBER 21-01-760 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. A. SURVIVING JOINT TENANT(S) NAME ADDRESS Suzanne M. Jones B. c. 5 Wheatfield Drive Carlisle, PA 17013 RELATIONSHIP TO DECEDENT Daughter JOINTLY -OWNED PROPERTY: LETTER ITEM FOR JOINT NUMBER TENANT 1 A 2 A 3 A 4 A 5 A DATE MADE JOINT 06/30/99 DESCRIPTION OF PROPERTY Include name of financial institution and bank account number or similar identifying number. Attach deed for joinlly- held real estate. Commerce Bank, N.A.; Checking Account #513088666 - Balance as of date of death DATE OF DEATH VALUE OF ASSET 12,163.43 06/30/99 Commerce Bank, N.A.; Time Deposit Account #23403 - Balance as of date of death % OF DATE OF DEATH DECO'S VALUE OF INTEREST DECEDENT'S INTEREST 50.00% 6,081.72 50.00% 5,019.06 10,038.12 06/30/99 Commerce Bank, N.A.; Time Deposit Account #23404 - Balance as of date of death 10,038.12 07/03/00 Commerce Bank, N.A.; Time Deposit Account #301137 - Balance as of date of death 10,032.20 08/14/98 Residential real estate located at 5 Wheatfield Drive, Carlisle, PA; improved with one story brick and vinyl ranch dwelling (1,248 sq. ft.) 136,000.00 50.00% 5,019.06 50.00% 5,016.10 50.00% 68,000.00 TOTAL (Also enter on line 6, Recapitulation) $ (If more space is needed insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. 89,135.94 Form REV-1509 EX (Rev. 1-97) SCHEDULE F - Exhibit CENTRAL PENN APPRAISALS, INC. File No. WHEATFI5 APPRAISAL OF Single Family Residence LOCATED AT: 5 WHEATFIELD DRIVE CARLISLE, PA 17013 FOR: FIRST UNITED MTG. SERVICES 4931 CARLISLE PIKE MECHANICSBURG, PA 17055 AS OF: APRIL 9, 1999 BY: ROBERT K. BANZHOFF PACERT RL-001231-L Pronertv Oescrintlon Uk-.. - ORM RESIDENTIAL APPRAISAL h_~ORT File No. WHEATFI5 Prooertv Address I) WHEATFIELD DRIVE Citv CARLISLE State PA Zio Code 170n Leoal Descriotion DEED BOOK W1l). PAGE 1074 CounlvCUMBERLAND Assessor's Parcel No. SEE MAP REFERENCE NUMBER Tax Year 1998 R.E. Taxes $1 . SO 1 .00 Snecial Assessments SNONE Borrower JONES R&:S/PLUTKO R. Current Owner BORROWER Occuoant: r xl Owner I I Tenant r l Vacant .. Prooertv riohts anoraised 1 xl Fee Simole f l Leasehold I Proiect Tvoe I I PUD fl Condominium IHUDIVA onlv\ HOAS NONE/Mo. Neiahborhood or Proiect Name THE MEADOWS Maa Reference 21-011-04 ":l.":l.-I) 1 Census Tract 0118 Sale Price $ REFINANCE Date 01 Sale 4-qq Descrintion and $ amount of loan charaes/concessions to be oaid bv seller N 1 A Lender/Client FIRST UNITED MTG. SERVICES Address 4q11 CARLISLE PIKE. MECHANICSBURG. PA 1701)11 ADDraiser ROBERT K. BANZHOFF Address 24 WEST MAIN STREET SHIREMANSTOWN PA 17011 Location 0 Urban l1J Suburban LJ Rural Predominant Single family housing Present land use % land use change Built up 0 Over 75% 'XI 25-75% 0 Under 25% occupancy PRICE AGE One family 60 0 Not likely 0 liKely ,LA! , $ (000) (yrs) Growth rale 0 Rapid W Stable 0 Slow CXJ Owner 80 Low NEW 2-4 family 0 CXJ In process Property values 0 IncreaSing W Stable 0 Declining 0 Tenant MOO Hiah .Mulli-famIIY 0 To: 1 F AMIL Y Demand/supply q Shortage W In balance q Over supply ~ Vacant (0-5%) Predominant Commercial 5 MarKetinatimeIIUnder3mosIXI3-6mos.IIOver6mos. IIVacanlfover5X\ 12'5 I 10 VACANT, ~ Note: Race and the racial composition of the neighborhood are not appraisal factors. Neighborhood boundaries and characteristics: See Attached Addendum. . Factors that affect the marketability 01 the properties in the neighborhood (proximity to employment and amenities, employment stability, appeal to market. etc.): . This suburban neiahborhood has most DubHc utilities available. relativelv easv access to .. emolovment and services. and is comoetitive with other nei12hborhoods in the aeneral area. Most have similar amenities. No unfavorable factors were observed which would adverselv effect marketabili tv. Market conditions in the subject neighborhood (including support lor the above conclusions related to the trend of property values, demand/supply, and marketing time - - such as data on competitive properties for sale in the neighborhood, description 01 the prevalence of sales and financing concessions, etc.): There are no foreseeable economic trends which miaht sianificantlv influence market conditions in this area. The current mort12a12e market offers a wide varietv of conventional loans with competitive rates. As a result. the terms of financin12 have little if any. imoact on sales orices. If interest rates remain reasonable. orooertv values and marketabilitv should be 12ood. Project Information for PUDs (11 applicable) - - Is the developer/builder in control of the Home Owners' Association (HOA)? U YES 0 NO . Approximate total number 01 units in the subject project N 1 A Approximate total number 01 units for sale in the subject project N 1 A Describe common elements and recreational facilities: N 1 A Dimensions SEE LEGAL DESCRIPTION Topography SLIGHT SLOPE Sile area . 51 AC Corner Lot U Yes lxJ No Size TYPICAL FOR AREA Specific zoning classification and description RESIDENTIAL Shape RECTANGULAR Zoning compliance CXJ Legal 0 Legaloonconforming(Grandfalhereduse) 0 Illegal U No zoning Drainage APPEARS ADEQUATE Hiahesl & best use as imoroved: rXlPresent use-Fey Other use lexr\lain\ View AVERAGE Utilities Public Other Off-site Improvements Type Public Private Landscaping AVERAGE Electricity [Xl Street ASPHALT W 0 Driveway Surtace ASPHALT Gas W Curb/guller NONE 0 0 Apparent easements NONE OBSERVED Water W Sidewalk NONE 0 0 FEMA Special Flood Hazard Area U Yes (Xl No Sanitary sewer CXJ Streetlights NONE Q Q FEMA Zone C Map Date 6-11)-81 Storm sewer !Xl AIIev NONE i I I I FEMAManNo. 420":l.61/0010B Comments (apparent adverse easements, encroachments, special assessments. slide areas, illegal or legal nonconlorming zoning, use, etc.): Site has avera12e site imorovements. avera12e landscaoin12. and tvoical maintenance. There are no apparent adverse easement encroachments. or other adverse conditions on this site. GENERAL DESCRIPTION EXTERIOR DESCRIPTION FOUNDATION BASEMENT No. 01 Units 1 Foundation CONC. BLOCK Slab NONE Area Sq.Ft. 1248 No. 01 Stories 1 Exterior Walls BRCK/VINYL Crawl Space NONE % Finished 90% Type (Det./AIl.) DETACHED Roof Surtace SHINGLE Basement YES Ceiling DRYWALL Design (Style) RANCH Gullers & Dwnspls. ALUMINUM Sump Pump NONE Walls WD PNL Existing/Proposed EXISTING Window Type DB HG THRM Dampness NONE OBSER. Floor CARPET Age (Yrs.) 10 Storm/Screens NO/YES Se\tlement NONE OBSER. Outside Entry NO Effective Aoe Yrs\ ~. Manufactured House NO Infestation NONE OBSER. . ROOMS Fover Livino Dinino Kitchen Den Familv Rm. Rec. Rm. Bedrooms # Baths ~~n~ 2 1 Level 1 1 AREA 1 . Level 2 INSULATION Root Ceiling AVE Walls AVE Floor AVE None Unknown o CXJ CXJ CKJ o o Laundrv X Other Area So.Ft. 1.248 1.248 ":l. 2 . 0 Finished area above nrade contains: ~ Rooms' 1 Bedroomls\' 2 Bathls" 1 _ 248 Souare Feet 01 Gross Uvino Area INTERIOR Material s/Condilion HEATING KITCHEN EQUIP. ATTIC AMENITIES CAR STORAGE: Floors CPT/VIN/BTRAVE Type FA Refrigerator 0 None 0 Fireplace(s) # L- CXJ None 0 . Walis DRYWALL/BTR AV Fuel GAS Range/OVen (X) Stairs 0 Patio 0 Garage # of cars Trim/Finish WOOD/BTR AVE Condition AVE Dispusal CXJ Drop Stair 0 Deck 1 CXJ Attached 2 Bath Floor VINYL/BTR AVE COOLING Dishwasher CXJ Scuttle CXJ Porch 1 CXJ Delached _...._. _ ,.....~'r'Io A'lI"_ - . \.1..-,.. ~ '" I,;'i - ,--, V I ;t U~ ORM RESIDENTIAL APPRAISAL ~ t>>ORT a ua ion Section ~ .- File No. WHEATF'IJ:} ESTIMATED SITE VALUE ..,.. . .......,.. . " $ 11 000 Comments on Cost Approach (such as. source of cost estimate, ESTIMATED REPRODUCTION COST -NEW OF IMPROVEMENTS: site value, square foot calculation and for HUD, V A and FmHA, the Dwelling 1 .248 Sq. FI. @ $ 62.45 " $ 77 . 938 estimated remaining economic life of the property): See Attached Bsmt. 1248 Sq. Ft. @ $ 1l1. 00 " 17.472 Addendum. . FP/PORCH/DECK " 9.000 . Garage/Carport ~ Sq. Ft. @ $ 14.00 6.468 " Total Estimated Cost New. .. ............ = $ 110.878 . Less Physical I Functional I External Depreciation 8.870 $0 $0 " $ 8.870 Depreciated Value of Improvements. " $ 102 008 "As-is" Value of Site Improvements. . . = $ 1 000 INDICATED VALUE BY COST APPROACH " s 138 000 ITEM I SUBJECT COMPARABLE NO.1 COMPARABLE NO.2 COMPARABLE NO.3 5 WHEATF'IELD DRIVE 2 CONIFER LANE 423 BERNHEIZEL BRIDGE 34 TEABERRY DRIVE M~_CAAUS Proximitv to Subiect MILES 2 BLOCKS BLOCKS Sales Price $ REF'INANC $ 140 0 1 00 $ 1 8 000 Price/Gross Uv. Area $ O.oOtllls 81.'18~ $ 104.4'1 $ 107.14 Data and/or INSPECTION ASMT RECORDS/MLS/ ASMT RECORDS/MLS/ ASMT RECORDS/MLS/ Verilication Sources N/A AGNT/STTMNT DEPT. AGNT/ST'I'MNT DEPT. AGNT/STTMNT DEPT. VAlUE ADJUSlMENTS DESCRIPTION DESCRIPTION I '(-)$ Adju.tm.nt DESCRIPTION I '(-)$ Adiu,tmen! DESCRIPTION I .1-) S Ad",.tment Sales or Financing CONVENTIONAL , CONVENTIONAL , CONVENTIONAL 0 0 , , Concessions NONE , NONE , NONE , . Date of Sale/Time 1-12-g8Fn , 4-10-98/45 , 19-16-q8/41 , , Location AVERAGE AVERAGE 0 AVERAGE , AVERAGE , , 0 Leasehold/Fee Simole FEE FEE , FEE 0 FEE 0 , , Sife .J:}1 AC .ljq AC .74 AC , .48 AC , 0 , View AVERAGE AVERAGE , AVERAGE 0 AVERAGE , Desion and Aooeal RANCH/AVE RANCH/AVE 0 BI-LEV/AVE , BI-LEV/AVE . , CUalitv of Construction AVERAGE AVERAGE 0 AVERAGE . AVERAGE 0 , , , Aoe 10/lj 5/3 . -4.000 13/2 , -4.000 4/2 -4.000 , , Condition AVERAGE BTR THN AVE , -2 000 BTR THN AVE , -2 000 BTR THN AVE -2 000 , 0 , Above Grade T etal : 8drms : Total: Bdrm, . , Total : Bdrms l 0 Total: Bdrms . Bath. Baths Bath. 0 Bath. , 5 : 1: ~ 6 1: 2.5: -500 6 0 1: 2: 6 , ':l: 1 . Ij : +500 Room Count 0 , Gross Livina Area 1 .248 Sa. Ft. 1 .684 Sa. Ft. : -6 000 1 282 Sa. Ft. : 1 288 So. Ft. , , . Basement & Finished FULL BASEMEN1 FULL BASEMENT : PART BASEMENT : +2,000 PART BASEMENT : +2,000 DEN~ 0 Rooms Below Grade REC RM/2 UNFINISHED 0 +6 000 REC ROOM , +2.000 REC ROOM +2.000 , , Functional Utilitv AVERAGE AVERAGE , AVERAGE 0 AVERAGE , 0 Heatina/Coolino FA/CN AIR HP/CN AIR , FA/CN AIR , FA/CN AIR , . , , Enerav Efficient Items TYP FOR AREA lTyP FOR AREA , TYP FOR AREA . TYP FOR AREA , Garaae/Caroor! 2CAR GAR/ATT 2CAR GAR/ATT 0 2CAR GAR/INT , 2CAR GAR/INT 0 , , , Porch, Patio. Deck, PORCH/DECK DECK , +500 DECK , +500 DECK , +500 0 . , , 0 Fireolacels\, etc. 1 FP NONE , +2.000 NONE . +2 000 1 FP . NONE NONE , NONE , NONE , Fence, Pool. etc. , , , NONE NONE , NONE , NONE 0 0 , Net Ad/. Itolall r l + [xl - :$ 4.000 lxl+ l J- :$ 500 I I + rxl - :$ 1 000 Adjusted Sales Price 1~~~Illj~1111 $ ii.~J~i:~i:i!~~~ii $ i~IJ~i;.~~~~I\ $ of Comoarable 116.7'30 134 400 117 000 Comments on Sales Comparison (including the subject property's compatibility to the neighborhood, etc. ): See Attached Addendum. ITEM SUBJECT COMPARABLE NO.1 COMPARABLE NO.2 COMPARABLE NO.3 Date. Price and Data HAS NOT NONE KNOWN TO EXIST NONE KNOWN TO EXIST NONE KNOWN TO EXIST Source for prior sales TRANSFERRED PTHER THAN LISTED OTHER THAN LISTED OTHER THAN LISTED wilhin vear of aooraisal IN PAST YEAR. ABOVE. ABOVE. ABOVE. Analysis of any current agreement 01 sale, option. or listing ot the subject property and analysis of any poor sales at subject and comparables within one year of the date of appraisal: PROPERTY TRANSFERRED 8-14-q8 FOR $127.'300. INDICATED VALUE BY SALES COMPARISON APPROACH. $ n6 000 INDICATED VALUE BY INCOME APPROACH (If Applicable) Estimated Markel Rent $ N / A /Mo. X Gross Rent Multiplier N/ A : $ N/A This appraisal is made LXJ "as is" U subject to the repairs, alterations. inspections or conditions listed below U subject to completion per plans and specifications. Conditions at Appraisal: Th is aODraisal report has been prepared with the property in "as is" condition. No Inersonal nronertv has been included in this valuation. Final Reconciliation See Attached Addendum. REV-1510 EX + (1-97) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Rose M. P1utko 05/18/2001 FILE NUMBER 21-01-760 5511 181-24-9171 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. DESCRIPTION OF PROPERTY %OF ITEM RELA~~8~M~I~ 1Wb~~~5~M.t;WJ~~~b"fl~EJF 1~~~SFER. DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE NUMBER ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) 1 M&T Bank; Certificate of 5,341. 55 100.00% 5,341. 55 Deposit 1131003910874211 - Balance at date of death (joint ownership created within one year of date of death) TOTAL (Also enter on line 7, Recapitulation) $ 5,341. 55 (If more space is needed, insert additional sheets of the same size) Copyright (c) t996 form software only CPSystems, Inc. Form REV-1510 EX (Rev. 1-97) REV-1S11 EX+(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Rose M. Plutko SS1t 181-24-9171 05/18/2001 FilE NUMBER 21-01-760 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. B. DESCRIPTION AMOUNT 1 FUNERAL EXPENSES: Allegro Restaurant - Funeral luncheon 431.15 2 Charge for hotel room for funeral attendance (2 nights) 152.66 3 Krish Funeral Home - Professional funeral services 5,081. 00 ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. 3. Attorney's Fees George A. Vaughn III Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Suzanne M. Jones Street Address 5 Wheatfield Drive City Carlisle State PA Zip 17013 Relationship of Claimant to Decedent Daughter 832.50 2,945.00 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Other Administrative Costs Register of Wills - Reserve for inheritance tax return and inventory filing fee 15.00 TOTAL (Also enter on line 9, Recapitulation) $ 9 ,457 . 31 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) Estate of: Rose M. Plutko Soc Sec #: 181-24-9171 Date of Death: 05/18/2001 Item # Description Continuation of Schedule H-B3 (Family Exemption) Amount 1 Suzanne M. Jones - Family Exemption 2,945.00 2,945.00 Estate of: Rose M. Plutko Soc Sec #: 181-24-9171 Date of Death: 05/18/2001 Continuation of Schedule H-B2 (Attorney's Fees) Item if Description Amount 1 George A. Vaughn, III - Payment of interim attorney's fee George A. Vaughn, III - Payment of interim attorney's fee George A. Vaughn, III - Reserve for payment of final attorney's fee 295.00 2 237.50 3 300.00 832.50 REV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Rose M. Plutko SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS 55!! 181-24-9171 05/18/2001 FILE NUMBER 21-01-760 Include unreimbursed medical expenses. ITEM NUMBER 1 AT&T - Final bill DESCRIPTION AMOUNT 10.10 2 Cumberland Family Practice - Medical services - final bill 9.64 3 Holy Spirit Hospital - Medical services - final bill 12.72 4 Moffit Pease & Lim - Medical services - final bills 34.21 5 National City Mortgage Co. - One-half of mortgage debt encumbering 5 Wheatfield Drive, Carlisle, PA (total debt is $92,855.24) 46,427.62 6 Verizon - Final bill 8.42 7 West Shore EMS - Ambulance services 119.55 TOTAL (Also enter on line 10, Recapitulation) $ 46,622.26 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97) v SCHEDULE I Exhibit . > '.7~. -1 (~ ~::> '-.--- r; C ;; E r1":' : . :. I f.: ~ I. r: n 1\ I: G n r it.::. n~' ,. ~ ~~ ~ S '~L'r,~O~f\L/i.~:'~: r:~~J:!~;'.'-~,~~ '89 nrR 19 Prl 1 23 ISpace Abov. Thi. Un. For Recording Data' LOAN NO. 0000617446 The mortgagor is MORTGAGE THIS MORTGAGE ("Security Instrument") is given on APRIL 14 RONALD M JONES AND SUZANNE M JONES 1999 AND ROSE M. PLUTKO (" Borrow~r"). This Security Instrument is given to FIRST UNITED MORTGAGE SERVICES, INC., which is organizeu anu existing unuer the laws of COMMONWEALTH OF PENNSYLVANIA auuress is 4931 CARLISLE PIKE, MECHANICSBURG, PA 17055 Borrower owes Lenuer the principal sum of NINETY-FIVE THOUSAND AND 00/100 , amI whose (" L~nuer"). . Dollars (U.S. $ 95,000.00 ). This u~ht is eviuenc~u hy Borrow~r's not~ uat~u Ihe sam~ uate as Ihis Se<:unl\ Instrument ("Nok"), which provid~s tilr monthly payments, wilh th~ full deht, if not paid ~arlier, tlue anu payahle on MA Y 1, 2029 . This Se<:urily Instrument secures to Lenuer: (a) the repayment of the ueht "vluen<:~u hy th" Nole. with interest, anu all renewals, ~xtensions anu moditications of the Not~; (h) the payment of all other Sllll1S, with int~r"st. auvan,eJ under paragraph 710 prolectthe security oflhis Security Instrument; anu (cl Ihe performance of Borrow~r's <:ovenanls anu agreemenls umler Ihis Security Instrument anu the Note. For this purpose, Borrower uoes herehy mortgage, grant anti <;onvey to L"nJer Ihe following uescrihed property localeu in Cumber land Counly. PennsylvaOla: SEE ATTACHED DESCRIPTION which has lh~ atldr~ss of 5 WHEATFIELD DRIVE Carlisle Pennsylvania 17013 ISI,..tl ("Properly Address"); lellvl IZip Codel TOGETHER WITH all the improvements now or hereafter erecl~d on the properly, and all easements, appurt~nan<;es. anJ fixlure' now or hereaner a parI of the property. All replac~m~nls and auditions shall also he <:overed hy thiS Se<;urily Instrument. AII..I the foregoing is referred to in this Security Instrument as the "Property". BORROWER COVENANTS that Borrowt:f is lawfully s~ised of th~ ~stale h~rehy conveyed and has Ihe right to lIlorlgage, !,lranl and convey the Property and that the Property is unencumh~reJ, except Illr enculllhrances of reconl. Borrower warrants Rnd will Jefellll generally Ihe litle to the Prop~rty against all claims and demands, suhi~cl to any encumhran<;es of record. . PENNSYLVANIA. Single Familv. Fannie Mae/Freddie Mec U~IFOR INSTRUMENT Form 30399/90 Page ~o 6 La.., Fooms Inc. 18001 446.3555 . . ~ 9 BOUK 1535 rAGE of 95 LIFT '3039 9193 Initials: _ ~ ~ ,,\ ~ ,~ l:l~; fl.! : (I, ~ 'i: .S NationaICity@ Mortgage National City Mortgage Co. 3232 Newmark Drive. Miamisburg, Ohio 45342 Telephone (937) 910-1200 Mailing Address: P.O. Box 1820 Dayton, Ohio 45401-1820 CUSTOMER ACCOUNT ACTIVITY STATEMENT RONALD M JONES SUZANNE M JONES 5 WHEATFIELD DR CARLISLE PA 17013 DATE 06/08/01 PAGE 1 LOAN NUMBER: 0617446 REQ BY EST IF YOU HAVE QUESTIONS REGARDING THIS STATEMENT, PLEASE CONTACT OUR CUSTOMER SERVICE DEPARTMENT AT 1-800-822-5626 OR VISIT US AT OUR WEBSITE AT WWW.NATIONALCITYMORTGAGE.COM. ******************************************************************************* -------------------------- CURRENT ACCOUNT INFORMATION ------------------------ DATE TOTAL PRINCIPAL LOAN CURRENT PAYMENT PAYMENT & INTEREST INTEREST PRINCIPAL ESCROW DUE AMOUNT PAYMENT RATE BALANCE BALANCE 06-01-01 773.79 608.30 6.62500 92,855.24 1,199.89 ******************************************************************************* PROCESS DATE DUE DATE ACTIVITY FOR PERIOD 06/08/00 - 06/08/01 TRANSACTION TRANSACTION CODE DESCRIPTION EFFECTIVE DATE OF TRANSACTION ------------------------------------------------------------------------------- TRANSACTION AMOUNT PRIN. PAID/ BALANCE ESCROW PAID/ ------------OTHER------------- INTEREST BALANCE AMOUNT CODE/DESCRIPTION ------------------------------------------------------------------------------- 05-15-01 05-01 171 PAYMENT 773.79 95.14 513.16 165.49 92,855.24 1199.89 NEW PRINCIPAL/ESCROW BALANCES 04-13-01 04-01 171 PAYMENT 773.79 94.61 513.69 165.49 92,950.38 1034.40 04-03-01 04-01 313 CITY TAX DISBURSEMENT 328.27- 0.00 0.00 328.27- 868.91 03-19-01 03-01 172 PAYMENT 773.79 94.09 514.21 93,044.99 02-16-01 02-01 171 PAYMENT 773.79 93.58 514.72 93,139.08 01-12-01 01-01 171 PAYMENT 773.79 93.06 515.24 93,232.66 12-11-00 12-00 173 PAYMENT 765.81 92.55 515.75 93,325.72 165.49 1197.18 165.49 1031.69 165.49 866.20 157.51 700.71 NEW PRINCIPAL/ESCROW BALANCES NEW PRINCIPAL/ESCROW BALANCES 03-16-01 NEW PRINCIPAL/ESCROW BALANCES 02-15-01 NEW PRINCIPAL/ESCROW BALANCES NEW PRINCIPAL/ESCROW BALANCES NEW PRINCIPAL/ESCROW BALANCES REV-1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIAR IES ESTATE OF Rose M. P1utko SSfI 181-24-9171 05/18/2001 FILE NUMBER 21-01-760 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] 1 Suzanne M. Jones 5 Wheatfie1d Drive Carlisle, PA 17013 Daughter Residue ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET S (If more space is needed, insert additional sheets of the same size) Copyright (c) 2000 form software only The Lackner Group, Inc. 0.00 Form REV-1513 EX (Rev. 9-00)