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Home My WebLink About01-0833 PETITION FOR PROBATE and GRANT OF LETTERS Estate of 41'?~z. ~ Wt:l9"1~ll.- No. ;1/-0 /- JYd~ also known as To: Register of Wills for the , Deceased. County of c.l.(.p?~. in the Social Security No. 203 0 I 'i?'f (:) ~ Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age O[ older an the execut O~ in the last will of the above decedent, dated a I- .Jl.Jl.L~ I '1 8"0 and codicil(s) dated - named , 19_ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in ~1?1 ~LYI,u/) le..r- last family or principal Hsidence at :?l~-" 5, /1 'fT S"T. C'f4I2...'-l.)LIE (list street, number and muncipality) ~<A-,>f , ~ . County, Pennsylvania, with Decendent, then 81. ears of age, died at C!..u.d. L.''> <: me; ~ l c.. ( ~ 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: 2<:;;>01 ,1~ 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 /? A . situated as follows: 01:,,,, :S r" If. 51. ~""L.(;" $ $ ~4".~ $ , $ 1.3 s: vc.>.:. ... WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and cOdicil(s) presented herewith and the grant of letters theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) -- ~ v u c: v "0 __ .- '" '" '-' v,- ~v c: -g.g cd.': 3~ v<+. 50 <U c: 00 Vi ~~ IW\~O W"'r' , ~ci~,-:;~~~ 1# :: , OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF t!..u rl7/".::> , . 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 well and truly administer the estate according to law. Swom to 0' d and subscdbed -r.~ ~cuw.O...J ~. _ !<l before ,me this of ~ r ~ ~ 1. ~ III ~ - Estate of No. cJ/-(}/-fd3 /!NAIF F: I A )1k7A/r~ J , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~ePr. /D ~~/COOSideratiOn of the petition on the reverse side hereof, satisfactory proof having been1resented ~f9Jbme, IT IS DECREED that the instrument(s) dated - 8- /'1 a l described there.w _b: admitted. to probate and filed of record as the last will of mv~ E- r and Letters TE..::iTi e . are herehy granted;o J;W;; EN O/!;~ L IA JI1f7}./j:/LJ FEES Probate, Letters, Etc. ......... $ ShortC~i~~~"..""" $ IhWIPX:-.~. . . . . . . :..:.rl1 ,/)' $ \.. 1 ('---'7' $ II.Sr ~O)J\L ~ ,V Filed .... ..t;.I:'/. : . ~ I J...?l) .......... ~ ~u.fl.. () W.41V1~.-c:.. ~3{\i3 A TIORNEY (Sup. Ct. l.D. No.) 2-<"3 '3 AI hr"...,1 .s f lib, il /71('0 ADDRESS 117 .). 3 <{. -,.:>S-I PHONE with me as REV 9/'8,(, This is to certify that the information here given is correctly copied fran: an original certificate of death dul~ ftied Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent fdmg. WARNING: It is illegal to duplicate this copy by photostat or photograph. j 1 O,.RO, Fee for this certificate, $2.00 p 7578311 No. ~ ~.~tu-~~ Local Registrar AUG I: 9 2001 Date H105..4,JA.... 2187 COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH 'INT ENT NK NAMEOFDECEoeNTtF"'W.M~--'-._--'._------------- SEX .. F E. Wagner UHOER 1 YEAR ........ Oaya t. Anne AGE (tall Binhoayl STATE FilE N\I....E~ SOCIAL SECURITY NUMBER 3. 203 - 01 DATE OF DEATH ,Mcn\"l, 0..,. -....1 Aug. 6, 2001 UNClE" 1 DAY Houra ! Mir'ttMs BIRTHPlACE {C..., and P\.ACE (y OEA:rH ICt>edI only l)t"I-- iN ,ns!fuCbOOS on QIt'ott _I ~I. 01 FCfeqt Ccunb'YJ HOSPItAL Scranton, PA _ 0 1. ... FAC'UTY NAME I" noIll'l$M\.dlO". QI'4 Wee'! ana numtlef'l :".,10 Old -..... ~in. Cumberland _, "0.(1g =..'.':'01 MOTHER'S NAME IFIsl:. MtddIe. Maldetl Sufname) to. Anna Lucas INFORMANT'S MAIUHG ADOAeSS (SIr.... Citylbwn, SWte. Zip eoo.l 231 Allen Rd., Carlisle, PA 81 v... S. COUNTY OF OERH -1\ . ... Cumberland k. Carlisle Bora. DECEDENT'S uSUAl. OCCUPATION t~":cn~.;"~ ~~;z&.:'f t1L Hanemaker .... Hanemaker OECEDENT'S MAILING ADORESS (SIre<<. City/'bJrrn. SIaM. Zap Code) DECEDENT"S ACTUAl. RESIDENCE ($eo........... onOlherIllde) 11.. St.. 1lb. Cou MARITAL STATUS."""", N...... Man*,. w...... _(Spacotvl '4. Widc:Med RACE.Amenc:an W\chn.~. Whit.. etc I_I ,i. White SuAYMNG SPOUSE I"...... ~ macMlf\ namel 17c.O 'IW.dIc<<Mnliw.dtf'i - Carlisle - 17013 LOCJJtON . CityfTown. St... Lip Code PLACE OF OlSPOSmON - Name at c.rn.tery. CrllfNllOfy .. Ooha< ..... ... 25. st 6, 2001 27. """'1: Ent...lt\e d"tUaHS. ifIIuriMOt compficahORl which caused the death. 00 not lH11.r lhe mode of dying. such.. cardiac: or r.spiratory arresl. ShoC1l or ,....r1I.iM. LisI onto;' ON cause on .aCh IiM I : L (lJt~~ ,/'('{~ 0 C!:lv\.y) DUE 10 lOA AS A CONSEOUENCE Of): \ DUE 10 (OR AS A CONSEQUENCE Of): DUE to lOR AS A CONS<OUENCE Of), WERE AUlOPSY FINDINGS MANNER OF DEATH __._E PRIOR to ~ COMPlE11ON OF CAUSE 0 OF D€RH? ......... HomiCide -- 0 Pending ,"","I.'ion 0 _0 No ~ Soicida 0 Could not be det.rmlned 0 DATE OF INJURY IMonIh. 08y. ",., Lebanon Count , PA Hame, Carlisle, PA 17013 ORE stONED (MoI#I. Day. '!'8ar1 ')b. 23c. Wo\S CASE REFERRED TO ::Ol EXAMfNERlCORONER? ,..,~ Nat. Canete to. >t. l~il'MtII !=:-= I : PARTR: c::u..rsiOniftcantc:orw:llion&CDnIrWinglOfa",.bul not mulling in dW ~Q'" gNen I ~; at,-J/'~ ,I)"'f' .A,'-t::...- TlUE OF INJURY INJURY R WORK? DESCRIBE tfOIN' INJURY OCCUAAEO. ... ... Pt..ACEOF INJURY. At home. mm. ...l,lac:lory. otftee buikling.etC.I~ 3Oa. II. 2IL 21b. eERTlFlEJIlCt'lillCtl (Il"Ily one) "csnlflYlHG PMYSICIAN fPt'1ySOC..... CI'!l'I"Y'OQ cauMI d dfilth 'Nfl.., .anal...., phVSIC..... has prOl"'O\lrceCI dealtl 11"10 CompIt'led Ilem 2Jl To the beet 01 my kncnrrlltdg<e. d.ath occunecl due to Ifte C'UM($).nd manner.. I'ated. . . . ... ... . .. . ..... .. . "PROMOUNC1NQ AND CERTIFYINQ PHYStclAN (PhysIcian boIh ;JI:)nQuf'oCN'\Q death and Certlfyw'lq 10 cause of dealfl\ To the Mst 01 my kno.I~". death occur" at the ltfne. date. Ind placa. and du.'o theeauH(') and mann".. I'aled.. . .MEDlCAL. EXAMINER/CORONER On the ba-'t of ...,mnatlon and/or investlgatioft,ln my opiniOn, de.1h occurred at the lime, date, and pl.ce, and due to the cause{s) and manner.. stated.. .................... ............... ...... .............................. ...... ................ ... 31a. REGISTRAR'S SIGNATURE AND NU".BE ~.~~~ ~\I~\lol o 'T'y\; \ (" ~~,q, C),oot 3., DATE FIt.ED (Month 34. LAST WILL AND TESTAMENT I,! ANNE E. WAGNER, of the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. 1. I direct that all my just debts, funeral expenses, testamentary expenses and all inheritance taxes shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. 2. All the rest, residue and remainder of my estate, both real and personal property, I give unto my husband, ELMER E. WAGNER, and I hereby appoint him as Executor of my estate. 3. In the event my said husband shall predecease or fail to survive me, then I give, devise and bequeath all of my estate, j)' . I both real and personal property unto my children. in equal share" Ec~v--J~O _~ 3...lf"O .~ . ~I~ liII!3'l'MM1. MARGARET ANN SMALTZ. ELDA SUSAN WAGNER. .~ GEORGE ROBERTS WAGNER, STEPHEN MARSHAL WAGNER and MICHAEL JOHN WAGNER. LAW OFFICES WILLIAM F. MARTSON. P. C. I hereby appoint STEPHEN MARSHAL WAGNER as Executor of my estate under the provisions of this paragraph of my Last Will and Testament and in the event he shall be unable or a~ / A/~/ Anne E. Wagner Page One u:..W OFFICES WILLIAM F. MARTSON. P. C. .:. unwilling to so serve, then I appoint GEORGE ROBERTS WAGNER and MICHAEL JOHN WAGNER as such Executor. I direct that my Executors shall not be required to file a bond in any jurisdiction to secure the faithful performance of their duties. this IN WITNESS WHEREOF I Have hereunto set my hand and seal 'if#. day of ~ . 1980. a~- L d/~~' Anne E. Wagner (SEAL) SIGNED, SEALED, PUBLISHED and DECLARED by the above-named Testatrix ANNE E. WAGNER, as and for her Last Will and Testament, in the presence of us, who, at her request, have hereunto subscribed our names as witnesses thereto, in the presence of said Testatrix and of each other. w.:\) '~~.d a. ~ r9~~' [. JJ~'^- Page Two LAW OFF1CES WILLIAM Fo MARTSON. P.Co COMMONWEALTH OF PENNSYLVANIA) COUNTY OF CUMBERLAND . ., ) SS. I, ANNE E. WAGNER , Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. J~ t?. /d~z/ Sworn or affirmed to ant aCknOWledg~e be..fore me by the above Testat rix, this ~ - day of ....idt 19 80. d COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMB.ERL. AND . . (I . ) We, r:J~,;J Car '0" the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw ANNE E. WAGNER , Testatrix, sign and execute the instrument as her Last Will; thatANNE E. WAGNER signed willingly and that ANNE E. WAGNER executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of ANNE E. WAGNER ' Testatrix, signed the Will as witnesses; and that to the best of our knowledge, the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. IMDRA .. I!CICINROOI NOTARY PU8UC CARUSLE, CUMBERLAND CO.. PA- MY COMMISSION I;=XPIRES OCT. 26, 1981 w ~ u. ' ... -~ ~. ?lCVt..fJ Address \ OD"t ~. W. J ~t. ~~ ,cY.... 0 \"10 \ ~ Sworn or affirmed to and day of O~r. , 1980. ;J 1ANDMS. ~ NOrARY ....-..c: CARLISU. CUMBERLAND CO.. PA. MY COMMISSION EXPIRES ocr. 28. 1981 A~~~~~VI subscribed before me this ~ 4 /'1~1 /J ~ ~otary .. u ic \. - LAW OFFICES MANCKE, WAGNER, HERSHEY Be TULLY 2233 NORTH FRONT STREET PHONE (717) 234-7051 FAX (717) 234-7080 JOHN B. MANCKE P. RICHARD WAGNER DAVID E. HERSHEY WILLIAM T. TULLY PA 17110 HARRISBURG, November 8, 2001 Q/~()I- 0-3:- __3 ;h Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Estate of Anne E. Wagner Dear Sir or Madam: Enclosed herein please find an Inheritance Tax Return on the Estate of Anne E. Wagner, along with the payment of the calculated inheritance tax. Your attention is appreciated. Sincerely, ~-~ ! Y"Richard Wagner L.-~~' PRW/dks Enclosures ~ 3: )> z () '" fTl I ~ ~ ~ ~ G'l '" 0 Z r in :!l fTl ~ ~ I;:o 0 ::u ".. ~ ." ~ J: (; ~ ~ fTl f:: - Ul ;:0 ::! ~ Ul o ::: ~ .. -< ~ -i C r !< non~ ~ ~ S cS. t;;. n 0" ~ -O(Jl(Jl (Jl ::L ""1 ~~~~ ~Oo..~ - e n_. ......:JenOt:::= O(JlSen w2~ 0 ~n~ (Jl 0 (Jl ~ o e en (Jl i...~. ." - :z:J en -I o ~ en en 3: )> A \-......r-c:- '-----y- (( " .';1 " ~y -- -' "- C.. - ~ YJ,J a COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT MANCKE WAGNER HERSHEY & TULLY 2233 NORTH FRONT STREET HARRISBURG, PA 17110 ____uh fold ESTATE INFORMATION: SSN: 203-01-8400 FILE NUMBER: 21-2001- 0833 DECEDENT NAME: WAGNER ANNE E DATE OF PAYMENT: 11/13/2001 POSTMARK DATE: 11/08/2001 COUNTY: CUMBERLAND DATE OF DEATH: 08/06/2001 ACN ASSESSMENT CONTROL NUMBER 101 TOTAL AMOUNT PAID: REMARKS: M & T BANK C/O MANCKE WAGNER HERSHEY ETAL CHECK#104 SEAL INITIALS: SK RECEIVED BY: REV-1162 EX(11-96) ~ NO. CD 000517 MARY C. LEWIS REGISTER OF WILLS REGIS'I'ER Of' WILLS AMOUNT $7,731.99 $7,731.99 .1 Name of Decedent: Date of Death: CERTIFCATION OF NOTICE UNDER RULE 5.6(A) Anne E. Wagner August 6, 2001 Will No.: 2001-00833 Admin No.: To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5 .6( a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on Name See Attached Address Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: 12/ 19 / 0 1 "i.' i:5 c~ Q) a: N P N c... o N c:....J I::) p 2233 North Front Street Harrisburg, PA 17110 Address (717) 234-7051 Telephone Capacity: 0 Personal Representative [] Counsel for personal representative '1; ,,>- ...Q ..,. ~ J1= Go Estate of Anne E. Wagner Will No: 2001-00833 Stephen M. Wagner 231 Allen Road Carlisle, PA 17013 Margaret Anne Smaltz 125 Putney Lane Malvem, PA 19355 Elda Susan Wagner 256 S. Pitt Street Carlisle, P A 17013 Michael Wagner 221 Channing Avenue Malvem, PA 19355 George Wagner 129 North 32nd Street Harrisburg, PAl 7111 September 10,2001 \, /'/-/f/-~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX RecoroE;; . Re('~.-~- :Ji~"t} .>; of DATE ESTATE OF DATE OF DEATH FILE NUMBER P 3 :20COUNTY ACN P RICHARD WAGNER MANCKE ET AL 2233 N FRONT ST HBG '02 JAN 11 Clerk - PA 17COmbeii21ilj tiri 'Ai" PA 01-07-2002 WAGNER 08-06-2001 21 01-0833 CUMBERLAND 101 * REV-1541 EX AFP llZ-DDI ANNE E Allount R_i tted (9) (10) ) CHANGED (1) (2) (3) (4) (5) (6) (7) 130.200.00 .00 31. 750.00 .00 24.727.20 .00 .00 (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 ~ REV=is4-j-ix--AFP--fUf:ooY-NOYici--OF-YNHiifiTANCE-TAX-jrpPRAisiifENT~--AL1-owAN-CE-(fR-------------- --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WAGNER ANNE E FILE NO. 21 01-0833 ACN 101 DATE 01-07-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. 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/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 I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due DITS: PAY ENT DATE 11-08-2001 NOTE: TA REC IP NUMBER CD000517 8.176.60 6.678.58 (11) (12) (13) (14) .00 171.822.02 .00 .00 X 00 = X 045 = X 12 = X 15 = (19)= AMOUNT PAID 7.731.99 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE · IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax peYllent. 186.677.20 14.855 18 171.822.02 .00 171.822.02 .00 7.731. 99 .00 .00 7.731. 99 7.731. 99 .00 .00 .00 ( 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.) T T ........ :~; ,l~:~f-f~XE~T ,;; ~. ,l,.:l ," ,:) 1? Q " ,"- :-, l ."""".. :"i',.<l''''<~L''J ~. ,:".-.}'.' #" .....~ '" ~-'" l ,_.; ,~'_1"""\ \:'l... "..-\ ,,~T . \ . ) \~::...// 1--- --.,_.., _. ; I ;] ~:~ ,.~;j L~~" ,~~~~J<::~~...._:'.,...~~ : FIBHT CLASS MAIL _~II_" ..~.,-- --'_._-~ MANC:"i:, WAGNER & TULLY 223:1 ~IORn' FRONT STREET H~,FHISBlI'tG, PA 17110 ......-.-- ..-...--. Register of Wills Cumberland County Courthouse Oil e Courthouse Square Carlisle, PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV :i5'4-j-ix--AFP--foY:02Y-NOYici--OF-YtiHiifiiANCE-TAX-APPRAisiiiENT~--ALioWAN-cE-OR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WAGNER ANNE E FILE NO. 21 01-0833 ACN 101 DATE 10-22-2002 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 4. "ortgages/Notes Receivable (Schedule D) (4) 5. Cash/Bank Deposits/"isc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets 1'/- 0-- Iy COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERlTANCE TAX DIVISION DEPT. 280601 '~ARRISBURG' PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISE"ENT, AllOWANCE OR DISAllOWANCE OF DEDUCTIONS AND ASSESS"ENT OF TAX D DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-22-2002 WAGNER 08-06-2001 21 01-0833 CUMBERLAND 101 P RICHARD WAGNER MANCKE ETAL 2233 N FRONT ST HBG Allount Rellitted PA Ii'nlo NO. 01 .00 .00 .00 .00 3,009.69 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/"isc. Expenses (Schedule H) 10. Debts/"ortgage 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 .00 (9) UO) 4.450.75 (11) (2) (3) (4) NOTE: I~ an assessment was issued previously, lines re~lect ~igures that include the total o~ ALL ASSESSMENT OF TAX: 15. Allount of line 14 at Spousal rate (15) 16. Allount of line 14 taxable at lineal/Class A rate (16) 17. Allount of line 14 at Sibling rate (17) 18. Allount of line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: * REY-1547 EX AFP lDI-D2l ANNE E NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 3,009.69 4.450 75 1,441.06- .00 170,380.96 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. . DO X DO = 170,380.96 X 045 = . DO X 12 = . DO X 15 = (9)= ,~...~n. DATE 11-08-2001 10-15-2002 l+) INTEREST/PEN PAID (-) .00 .00 A~UNT PAID 7,731.99 64.84- NU"BER CDoo0517 REFUND TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .00 7,667.15 .00 .00 7,667.15 7,667.15 .00 .00 .00 ( IF TOTAL DUE IS lESS THAN $1, NO PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) REV-1470 EX (6-66) '* INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME FILE NUMBER Anne E Wagner REVIEWED BY ACN 2101-0833 101 Sandra J Eslinger ITEM SCHEDULE NO. EXPLANATION OF CHANGES A 1 Forwarded to Post Assessment Review Unit in reference to the reduction to Real Estate. Accepted additional assets and debts. ROW Page 1 I?~-:/~ "\, BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIYISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' REV-U01 EX AFP IDl-OU P RICHARD WAGNER MANCKE ETAL 2233 N FRONT ST HBG DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-28-2002 WAGNER 08-06-2001 21 01-0833 CUMBERLAND 101 ANNE E Allount Rellitted PA 17110 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this for.. with your tax pay..ent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=i6"ifj-ix-AFP--(Cff.:02y------...--fNHERiYANCE-TAX-STATEMENT-OF'-AC-COUN'T--.-i.---------------- -- --- ESTATE OF WAGNER ANNE E FILE NO. 21 01-0833 ACN 101 DATE 10-28-2002 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-15-2002 PR I NC I PAL TAX DU E : ........................................................................................................................................................................................................................... 7,667.15 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11-08-2001 CDOO0517 .00 7,731.99 10-15-2002 REFUND .00 64.84- TOTAL TAX CREDIT 7,667.15 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO 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. ) {11 STATUS REPORT UNDER RULE 6.12 Name of Decedent: ~t'\ ~ {; Date of Death: 'B/t../ ~ I , ( vr"1Yl~ Will No.: '2&o( - () 0,&3>'3> Admin. No.: Pursuant to Rule 6.12 ofthe Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State ~ther administration of the estate is complete: Yes ~ 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 representative file a final account with the Court? Yes No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal !9'~ntative state an account informally to the parties in interest? Yes JZr No 0 Date: '/8)03 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the. Orphans' Court and may be attached to this ~ Slgnatur K ..c.-(,.. LrJ~ n ~ Name '.0 ":<! t.-'l..'}? Address rJ f;...... \ -\- l-\-l.~ g,,- C) _I ;;5 ?~-t - '1;;)(" Telephone No. ,,') p ~ ..JC Capacity: 0 Personal Representative c:rcounsel for personal representative . REV-1500 EX (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPl280601 HARRISBURG, PA 17128-0601 /1- 5- / 'I REV-1500 OFFICIAL USE ONLY 5i c-- w I- ~Sen UO::~ wc.U :roo uO::...1 c.lll c. <( FILE NUMBER c2 ' - -.t2 -L COUNTY4E YEAR INHERITANCE TAX RETURN RESIDENT DECEDENT () t) gdd. NUMBER I- Z W C W o W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Wagner Anne E. DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 8/6/2001 Augf,2, 1920 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER SOCIAL SECURITY NUMBER 203 - 01 - 8400 []: 1. Original Return o 4. Limited Estate o 6. Decedent Died Testate (Attach copy of Will) o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (date of death after 12-12-82) 07. Decedent Maintained a Living Trust (AttachcopyofTllJst) o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) o 3. Remainder Return (date of death prior to 12-13-82) o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) I- Z w C Z o c. en w 0:: 0:: o U NAME P. Richard Wagner FIRM NAME (If Applicable) Mancke, Wagner, Hershey & Tully TELEPHONE NUMBER (717) 234-7051 COMPLEJE.MAILINGADDRESS LL33 North Front Street Harrisburg, PA 17110 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) z o ~ ..J :;) !:: a. <t o w a:: 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) (11) 14,855.18 (12) 171,822.02 (13) (14) 171,822.02 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) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ ~ :;) a. :!i: o o >< ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x .0_ (15) 171,822.02 x.O _ (16) x .12 (17) x .15 (18) 7,731.99 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 (19) 7,731.99 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT REV.15~'EX. (1.97) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Anne E. Wagner All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorshiD must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 256 S. pitt Street Carlisle, PA (See Attached Appraisal) 130,200 TOTAL (Also enteron line 1, Recapitulation) $ 130,200 (If more space is needed, insert additional sheets of the same size) REV-1503 Ex +11-971 '*' SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Anne E. Wagner All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Wagner & Sons, Inc., Train and Hobby Shop 25% of $127,000 (See Tax and Accountant Statement) 31,750 TOTAL (Also enter on line 2, Recapitulation) $ 31, 750 (If more space is needed, insert additional sheets of the same size) ~.,~~."." '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Anne E. Wagner Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 1,504.35 16,133.33 188.07 71. 45 6,830.00 Christmas Club Bank Acct. (50%) Auto Refund Patriot News Refund 1997 Sedan (Chevrolet) TOTAL (Also enter on line 5, Recapitulation) $ 24, 727 . 20 (If more space is needed, insert additional sheets of the same size) REV-1512 EX. (1-97) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Include unreimbursed medical expenses. ITEM NUMBER 1, 2 3 4 5 6 7. 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 ESTATE OF Anne E. Wagner FILE NUMBER DESCRIPTION AMOUNT ~27.00 10.00 26.90 66.74 21. 07 29.01 250.00 47.96 20.52 44.08 26.90 255.00 227.37 538.34 76.98 1,468.03 1,190.48 403.88 673.00 320.54 75.00 34.69 63.5ffi 21. 21 64.15 41. 00 155.22 Soc. Sec. Refund Key Co. (replace lost house Key) Borough of Carlisle (water bill)( PP&L (Sept.) UGI Gax (Sept.) Estate Checks Ebner REa!JEstate Apprai~al Agway UGI (Oct.) PP&L (Oct.) Bor. of Carlisle Stephen Wagner (Reimburse probate fees) Sears Walmart Sprint Darlene Royer Tax Collector First Nat'l Bank (payoff car) Ohio Casualty Home Inc. Met Life Terminex Ken Roush Trash Comcast ~able Bor. of Carlisle UGI PP&L Herman Plumbing Sprint TOTAL (Also enter on line 10, Recapitulation) $ 6, 678 . 58 (If more space is needed, insert additional sheets of the same size) ~~"".".,' '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Anne E. Wagner Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: Ewing Bros. Carlisle 5,647.50 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Stephen M. Waqner N/A Social Security Number{s) I EIN Number of Personal Representative{s) Street Address City State Zip Year{s) Commission Paid: 2. Attorney Fees 2.000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 255.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Adv. (Patriot) 159.06 8 Adv. (Sentinal) 97.04 -- TOTAL (Also enter on line 9, Recapitulation) $ 8, 176.60 (If more space is needed, insert additional sheets of the same size) RE~-1513 EX + (1-97) I ESTATE OF NUMBER 1. StephanlWagner Son 20% 231 Allen Rd. , Carlisle PA Margaret Smeltz Daughter 20% Halvern, PA E. Susan Wagner Daughter 20% 256 S. Pitt, Carlisle, PA Mike Wagner Son 20% 221 Channing Ave. , Malvern PA George Wagner Son 20% N. 32nd St. , Harrisburg PA SCHEDULE J BENEFICIARIES AMOUNT OR SHARE OF ESTATE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Anne E. Wagner FILE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) RELATIONSHIP TO DECEDENT Do Not List Trustee(s) 1. 2 3 4 5 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) REAL ESTATE APPRAISAL Prepared For: ESTATE OF ANNE E. WAGNER c/o STEPHEN M. WAGNER 231 ALLEN ROAD, CARLISLE, PENNA. 17013 Property Appraised: 256 SOUTH PITT STREET CARLISLE, PENNSYLVANIA 17013 PARCEL NUMBER: 04-21-0320-475 $ 130,200.00 Prepared By: LARRY W. SLUSSER CERTIFIED RESIDENTIAL APPRAISER 139 WEST HIGH STREET CARLISLE, PENNSYLVANIA 17013 Homeputers Forms Processing System for Laser Printers 1-(802) 773-3018 Prdperty Description UNIFORM RESIDENTIAL APPRAISAL REPORT FileNo. 09-01-07 -,=,rop~_r~l'_A_~r~~~_ 256 South Pitt Street _~__Ca~~~____ ~tate Pa.~Code !?01~____ ~~9.~D_~scr~~o.r1_ Dee~_~?_()k 14-R-541 County Cumberland ___________________ Assessor's Parcel No. 04-21-0320-475 Tax Year 01-02 R_E_ Taxes $ 2147.21 Special Assessments $ n/a :B~~-r~;;';;;-------n/a------ Current Owner Estate of Anne E. lIagner Occupant Downer W Tena~tD-v~~;;;~i-- Property rights appraised r X l Fee Simplel I Leasehold I ProjectType DpUD D Condominium (HUD/VA only) HOA$___~~______I!vi~ !'l::lQh.t'()rh()()?_Cl!.f"!()~ct Name Borou_gh of Carl is Ie -: Thi rd liard Map Reference 21-320 Census Tract 32~0-0~5_~OO_____ _~~_Ie: r:.~ice $__t-!<irk_!!_t____ ________E(l!e_Cl!~~~e__I1L~___ __ Description an~_~_~~Cl~~~~~~(Jharge_s/conces_~~Clns to be paidt)y~eller____.!:1~__ ____ _L_EJnder lC~ien_t _ E~t~~_()!~.!:1~~__~~~a~.'le~_ ______ n .__J\~C!.re.:>..s__c:[()_~teP~~.'l_!_!._~gne.r:_L_~1.._'-'-l.1_~!1.~~~_.t:!~_~I~_L!,~n~_'{I~<lrJiCi_1 !2J~ __ __..________ Appraiser Larry II. Slusser Certified Appraiser Address 139 lIest HiClh Street, Carl isle. Pennsylvania 17013 Location W Urban D Suburban D Rural Predominant I Single family housing i Present land use % i Land use change D D I I PRICE AGE i . I ~ - D Built up W Over 75"10 25-75"10 Under 25% i occupancy 1$(000) (yrs) ! One family 85 I ~ Not likely Likely Growth Rate D Rapid W Stable D Slow i W Owner ~_ Low 5_2 _ _i 2-4 family __ 5 D In process Property values W Increasing D Stable D Declining 1 D Tenant I 185 High 100+ J Multi-family 5 To n/a Demand/supply D Shortage W In balance D Over supply I W Vacant (0-5'1'0) lTIIITrrrPredomlnantlTfJ]lj~ Commercial ~_ 5 j_____=_~~ _ __u --_=~-__n_-~ _~~~.':~tl.':l~_t~~_e: [IllJn_d~~_~os_D~~mos:_D__over 6 ~osLD_\,acant (Ove<.5~ll~E.2__ 100+ _j_L_ ) L______________________ Note: Race and the racial composition of the neighborhood are not appraisal factors. Neighborhood boundaries and characteristics: The subj ect neighborhoo~___ is bounded on the South by lIest Bal timore Street, on the East by __ SO..LJth~ClrlE\I~_~_~~_'=_!.~_~_.!.h.~~'=~.!:!b.Ylles!Yomfret str!.~t and on the lIest by South lIest Street. _________________ -F-actors that affect the marketability of the properties in the neighborhood (proximity to employment and amenities. employment stability. appeal to market. etc.): : The subject is 10ca!~.c!JiU.!:!e Third liard of the Borough of Carlisle. TJ:l!.~29_~_lock of South Pitt Street is a pleasant urba~n_u_____ ~ =~~~~~;.;-i~i'.:;,:!=C;I~!__E1aintained homes. There is a good demand for property in this neighborhood. Cumberland County offers a w~~_____ rClI'l.!;1e_Cl!_!!m..ployment opportunities and enjoysone of the lowest unemployment rates within the Commonwealth of Pennsyl~_Cl~Cl~___~ch~()!.s___ · shopping and other major am~!!~~ are 10ca!~_lI..!thin a sho,=--t_~al~ingdistanc~Cl!_ the subject. There were no appa.~_~n.!...!d_v.':~~!!______ .-f~ct~-rs -;;-b~~--;:ved;n the neighborhood. . ---,._----------------"._,_.,-----"-".'------~----~~-..._-----~----~---------_._-_._---------_._---_.._--_.------~~--._,-_._------_._.-----_._-_._-----_.._--- Market conditions in the subject neighborhood (including support for 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 of the prevalence of sales and financing concessions. etc.): _~.roE~r.!y_.:>~_I!!s__!:_e~<:rd_s._an.cJu!_!~~:_~_i_s...t__s.!~!!s.!.i.c_~s~()w __a_us te.!t!Yu_Ill~9~_~!e_..il1.c:r:.e~s.E!.il1_Er()E~.r:!t_yal~.!!.s_u()~~.!:_!h~PClS.!. ..1~mon ths . ~~_~!:.a~(l_m_CirJ<E!.!2rJ;Ltilll_'=__c:>!_~.I1~l!!_r:._~Cl....cJays._ns._t1.C>.\l.s. a go<:<!__~a I ancE!._~f_~upp I y _an~.cJ.E!.Ill.ClI'l.<!.:._t=~s..Cl~_Cin.c:l..fJrJ.a.l1.t:.!.'l~c:_on~_i!.s.s.i ().I1s. are [1ee<!l:!~__ ___ in the_ n_e~~p---"!"hoo~____________u____________ ____u____________u__ ______________ _____u___________________u ___ __u____ ___u . Project Information for PUDs (If applicabie) - - Is the developer/builder in control of the Home Owners' Association (HOA)? DYes . Approximate total number of units in the subject project ____ n/.!____ . Approximate total number of units for sale in the subject project _____________ Describe common elements and recreational facilities: n/a Dimensions 30' (f). X12?'u~}Q'_~_1_~9'n_______________________________________u____~1 Topography _Level ._______________ Site area ?~70_sq~~~~ F~et____~_R 0.09 Acre___ Corner Lot DYes W No Size _ Avera!l.!!._!.Cl.r: neighborhood. Specific zoning classification and description R-4 Town Center Residential Shape _~ctangul~____________ Zoning Compliance W Legal D Legal non~onforming (Grandfathered us~)--D IIleg;;J D-N;-;-';;;;-~g---- Drainage~~uate.____m_____u_____ ___ Highest & best use as improved: W Present use D Other use (explain) n/a I View _~erage___~.__l!r~f"l"_______ lJti-iiti';;~---- p;;t;;;;:;--- Other -----lOff=-~t; Impr~veme;:;ts Typ;--------PUbIiC Pri;~-t-~-I Landscaping _u~pove_!".ElE<l~~_for _<lr:.i!.~~_~::= ElectriCity W PP&L-Overhead I Street Paved macadam W D i Driveway Surface No dri veway. Gas W ==_=======J Curb/gutter Yes/Yes-Cem~___--:= W D I Apparent easements Typi ca i----;;-t i ! i 'it e~~~;;;~_~___ Water W ______ _! Sidewalk ~l:!:>' - C~I11~.!.....____m____ W D i FEMA Special Flood Hazard Area DYes W No Sanitary sewer W ! Streetlights On utility poles W D! FEMAZone C MapDate 2/3/1982 _Storm sewer _.. Ul~~_-~-_~==~~=~_=~L~I_~y__________~<l~~ m~~~da~___"_____~JZL __DJFE~J\_MaIJN<: 425382 0004 B --- - ............: Comments (apparent adverse easements. encroachments. special assessments. slide areas. illegal or legal nonconforming zoning use. etc.): _____.!yp!.t:Ci!__ __u _n___ _~tjl ity ea~_ElIll.!!.I1_t~_<l~l!!_!(),r_ e I E!c!~~~j_~XL3!Ci~, wat~r, __sa~_i_t<lrl s(lwer, t..el ephoneClf"l~!V cll~~E!_'_ _!.~ElEE!._Clrl:! nC>.lldverse easements....! encroachments or other adverse conditions observed by this appraiser. GENERAL DESCRIPTION i EXTERIOR DESCRIPTION ; FOUNDATION i BASEMENT ! INSULATION · No of Units J______~ Foundation S_!Ef"l~~.r:i..c~..J Slab __Non~_________j Area Sq Ft. 938 Sq.~':':.~_i Roof ____u_____ D No. of Stories~_______~ Exterior Walls lI.ood-Paln_t.El9._ ~ Crawl Space None i % Finished 0 % I Ceiling D Type (DeUAtt.) Detac::hed _J Roof Surface Metal & C-shi~ Basement ..!'ul_I____J Ceiling unfiniShi!.d J Walls ------- W . Design (Style) Traditional i Gutters & Dwnspts Yes/Yes I Sump Pump ..J!Cl.!:1.l!______-.J Walls s.!one[!l!:.ic~..J Floor ------- D - EXisting/Proposed E-~_T~~tjng--~] Window Type Double Hung ~ Dampness _fI!()ne ~serve...c:l...J Floor Cement --J None == D Age (Yrs_) 111 Years I Storm/Screens Some/Some i Settlement None observed I Outside Entry Yes i Unknown D E1fective Age (Yrs.) 20-Ye~-;:;---i Manufactured House No I Infestation None obs;~ved -I ---I ------ i r:'OOMS _---~~eL--~_-~~ng __~Ill~__1 Kitchen I Den -VamllY Rm_! Rec Rm fl Bedrooms i # Baths I Laundry 1----.9~0~r_ j _ Are~_~,:! ~~___ '_~~s:~e1n~_:_ -x -- ----- ~---1--!---1- --+--1~-~---f -=1=1 I_--=L- - --- --~--1~~f---- ----.--------I-------r----f- l--L ! --- - r I --" ~:~~12 : _~=~- :_+~-~~-:_-~t:=__=_:t::________t_-~:===-r-~~~-i~-------T -~------ i 1..---i----+- ----~----~2~~--~-::= . Finished area above grade contains 8 Rooms; 4 Bedroom(s); --2- --- - ---Bath(~-):-U53 - _ -- ---- SqU~r;Feet of G~o~~-Li~ing A;~~-- . INTERIOR Materials/Condition ! HEATING I KITCHEN EQUIP_ I ATTIC I AMENiTiES CAR STORAGE: · Floors V~nxl!c<lrJl~~!:I()lJ9 j Type s_t':<l111 ___j Refrigerator W None W ! Fireplace(s) # 0 D None D Walls P.!.<i_~_~!!r!p..'}'waII_____: Fuel Oil . Range/Oven W Stairs D Patio _____:~~=~-~- W Garage Trim/Finish lI_o()CY-"Cl_i..n~~_m. __-l<::"Clf"l~_itl()n (old) . Disposal W Drop Stair D Deck None D Attached Bath Floor 1I.<:09/'{,inyl____ ____I COOLING I Dishwasher W Scuttle D Porch _~:-b;I~~-~Y-- W Detached Bath Wainscot F.ibe_~~!_ass...___u_______l Central Noni!.___1 Fan/Hood W Floor D Fence ________________ W Built-In Doors 1I..lJ()~__.___________..J Other None _ i Microwave D Heated D Pool None D Carport All of the above in ave. condo i Condition N/A 1 Washer/Dryer FXl Finished n ------- n Driveway Additional features (special energy efficient items. etc_): __.iQ_~ II on g~_ho~__~ter ~ater, ':.1 ect r.!.t:..~~jce is 60 AMP fuses, 20' X 21' detached garage has 1 overhead door and a ful I loft area over the ground floor. ----- ----- ----------------.--.----------------------____ ___u_ .________________________________ __ . Condition of the improvements. depreciation (physical. functional. and external). repairs needed. quality of construction. remodeling/additions, etc_: T~-- ------~---~ ..:>_~l~.c:.!.dw~_UJ.I1.~_~~_wood frame 3-story detached dwell ing. It is bui! t from average grade materials and is in average condition.____ The rear bedroom on the second floor is entered thru another bedroom. The bedroom on the third floor is unheated. D No n/a # of cars 20 X 21' Adverse environmental conditions (such as. but not limited to. hazardous wastes. toxic substances. etc_) present in the improvements. on the site. or in the immediate vicinity of the subject property: There are no known or apparent ~(jyer~ con~jHi.ons that would negat i vE!.!.y__!_Ill.E~~~uu()f"l_!_~_E!__\ICi~~E!________ 01 this property. FreddIe Mac Form 70 6-93 10CH. PAGE 1 OF 2 Homeputer. Forms Processing System For Laser Printers 1 (802) 773-3018 Fannie Mae Form 1004 6-93 Valtlation Section UNIFORM RESIDENTIAL APPRAISAL REPORT FileNo. 09-01-07 ESTIMATED SITE VALUE ESTIMATED REPRODUCTION COST-NEW OF IMPROVEMENTS: · Dwelling_________ Sq. Ft @ $ ___________ = $ Sq Ft @ $ =$ _!~OOO_! Comments on Cost Approach (such as, source of cost estimate, I site value, square foot calculation and, for HUD, VA and FmHA, the I estimated remaining economic life of the property): _____u_.______ l-.!b.~ cost _approach was n~us~~~~o-.l~~~~~~!!1.!______ ! subj ect property. )--~~--------~~.~-----------~---_._~-~--,-_..._~- -------- t · Depreciation ----------- = $ ____________ I Depreciated Value of Improvements = $ ___~__~_ "As-is" Value of Site Improvements = $ ~_______ INDICATED VALUE BY COST APPROACH = $ 16 000 ITEM , SUBJECT i COMPARABLE NO. COMPARABLE NO 2 I COMPARABLE NO 3 --256--S~-~th-pi-tt-st-r=-;~---l254 Arch Street 1245 south-~;~t-Street----- -t72-S~uth-P-i-tt---str-;~t-'--- I , , i\?~~~~S_~~ljsJ.e.~..~~~n~y I v~n i a _ IFl'jf.i.l. r lis I !I.J'.ennsy I van 2~_____ J~ r lis Ie, ~':1Il_~~i.l.Il!~___n_-!c_a~.~!!l.~e.-,--.Penn.s.yl van i a Proxll1l!Y, t()S_~b!~()~.llllimu1flll!ljJ~Jllfutiliilll? ,~~~~es~~r[loJ- sub j ec!-______~~Tr~o~~;[]~,~~;,.,~- sub j ec:!.:._____ -nj~rT~0~';';;;n~~~~'~r1~f-SLl~J~~-~~ . Sales Price j...!-.-----r-1<l~et _J1LUllUl1llllliilllJ1LillIJ_.,-,_" n'-',T,',n, "n,-,J. ',~, 5,!~~, UlI.W.llUlll!lliilllUlli.!','fT',.[nn"-"'''',, '."J,~2!n,q,QQillJ. Ol! U_UllJ!JJ.WLlll!lli i i! L$",'f'''''', ,_"_. ,,.,n.,.1r",,~,-~{"'OIill, OOrTr ~u~_._,.__..___n nmo'_n_._______ i ' L ri1 !;: i i i:':: - i I!; Ill!! i Ill' i, I $ 5 31 rfI l' l i Iii i!: i i i i 111'1 i I j I [r $ 63 06 r1l i 'i! i ~! i! 11111 j'" i' ," Pri~e/Gross Liv. i\fEJa :~--.-.u----.Il!.<l_JZ)_1J__ _.n_~~_~_?_1__"'='_.~l;,L~_'~L:'-'Jll1UUlij_ __.___6~_____..!tCJ_ULL Li.'.UL!l !i;i.ll!J1Lm___'___~._ _\Ic,l.; lLL;~LllLL:L~lJlJ. ill Data and/or I 'I ,Multi-List records and IMulti-List records and !Multi-List records and , I' V_~ific1ltiCJfl_~()urces.[~.!!.sP~E..t_~':I..,__,m__ _JCou rtb.ous~~co rds ~ _____________~':!.F:thou_~~__.r:~~Cl!~~.r._ ______u...,~~-O.~ r:.t~.().L!.~e__r:..eco rds;_____...,.____.._ VALUE ADJUSTMENTS, DESCRiPTION" i DESCRIPTION___--l~':.::L~~dj..':'=-t~.:~_..[)~~CR'.f'_~<:)~._j + (-) $ AdjUSI~':~tL_~~_~<:;~II'2'~()!'l.n__ l.+(~)$ A.dj"slmel:'t.. ~;~i;;;~;-F~~~;i~g----!,T,flmTl'I:I,rmFfll!U!ii'I'i1~.i11111~"il',I'No Known .! ',No Known ! 'INo Known ; II 'I"]I';"I,.J 1.11' II ' c..o~~essi..()~___~lt~1 i~jJ! l~!J i!!,,! i I: ililcon_c~ss i ons_J Jf.o..ncess ions! jconceS~_i_()~______,.______ Dat€JuCJf saLe~Ti~El._ !jjJllllUJlllLi U~lJlli 'llli~,~L1.Y2001..._--u~-m--~17!.Y200 1_____~, __. ,5/21/1999 _~_u~600 _________ Location JGood/Urban. _--'Good/Urban ____ ' ___ Go()~t.!:l.rba..':l...._ _: IGood Urban ,_____ n.___.__.._..___._...__._...._______.___.__ ,------ -- :-- . --;-- I. ; I. F _L~~~~~()~d.l!=:~~_~-'-~E~l~~_e_..? i m~_______J~~.l.l_S 1 mp I e i------.lf~~~ mp L~__~_________-1F.e_~.~] mp I!.......____~------------- Site !30' X 129' i60' X 129' : -5000 130' X 129': 130' X 129' : -------..--.-.---.-.---.---.---~-~---_.~-.--_r:__ ---r -- I ---r--~.--..-.---r-----~-.___r-.----.-.---...----~~-.-- View ,u, " !Averagelurban IAverage/Urban IAverage/Urban:. ~verage/Urban : . ~~~::~~~~~~~~fr~::i~~.~:.:~~:~~::: Ext. '~::~~::~:~:n. Ext. :~::~~::~:;~:k Ext.: -5000 -- --. I~::~~::~:~~~~;~-J=~~~o__ Ag~------,-u-------!111 Years '101 Years : 1116 Years : i102 Years__________,. - c~~-d~io~=~__-==]~~-~~geAve ra~~~ye~~peri or______D.Q.Q.O""___ ISuperi_~r::____.j-:8000 ___~SUP~i9L------ _....__:~~QQ Above Grade i Total Bdrms Baths I Tolal Bdrms Baths ' 'Total Bdrms Baths : Total Bdrms Baths · Room Count r8_____:~__~~=~~----r8-=:[f=J?_ ~----;4----:;'i.~5==__ +1000 [8.--'4 ;2.5 ,<3_r_()~2'L_iv~~"ii\rea_I?~?? Sq Ft. '1818 Sq Ft +16700 :2646 .___~f"t_r__ .._.l2i4L___~.c!:_~~ Basement & Finished IFul1 IFul1 iFul1 !Full Rooms Below Gr~d1311H__Ba ~~_________ jUnf i n i shed .u_.+~O~m_.__jLJ.n!ill i s~~'!...... .---L +:~~ !Unfin i_~~e~_ · -:~~-~~;7~'~i;~;-. -n.i~~~~~:~~/N~ne ----:~.i~r~:j~~;~-==.- --.-----; - ------- - i~~~~~:~t ~ Ai ~-.:=20(JOu- -- mli~~;~~~~..- ; -- ---..-.--.-.--.--.------.--..---. - --.--...-..--...------.-------..-.----..~.----.-_j---...-.----~------..--.----T-----------.----.-f-.-----...~------..-------.,-~.-...-------.----,--~_._________ __.___......_,___.____._____.___ E~.ef>J~~ffr.c:ie_~~~~~jTy~~-a..!-.~.<>.r:__. age __~~i-m.!.I.<lr:--------i-- _ is imi I ar.____~_-----~imi~~r:~--~---.----------..-.-- <3_~~ag~s;.a.rE.()r~____.J~__e!~_}g~~l'_Q<lE~__isJ-II1-iJi.l.~----..-..;.___ _____________ JNone.!:!..':!!..e.r:..i..?~___ : +3000 ______~ne/I nf eri or __~OOO______ Porch, Patio, Deck, !patio,Balcony' : ;_~;~_~~;i;?~~~_-:=J~~::s Ya,r:d ---~==-I~~:H~--~~.~I~---=~~==i~~:-; ::~=-=--=L ===i::: ~~===-t.===~= ~~s;:~~"i"o!I~Th!IIIIII,:I'~~ ~I; ,. : 6'zoolll~llfurfl~TII-IIII':. lO'5'II~ill~=-});eo: ?f<:;ornP~r~~~e____1UlilllJlilU.llll'.i I.Ull~J 11 i I' IIIII 1$ 130,20.2lml Wlul. I lL~_ 138,5o~llmlll~ll! '1IWllliUl1________1?~~20 Comments on Sales Comparison (including the subject property's compatibility to the neighborhood, etc.): __?j!~ adjustment~~_"O!1....E_Cl.I11P.i.l.ra~~.!!.~lI1ber:._.. 1 ,~<l~~d_()n._~_S.!2111.<l t ec!. ma rke!_~~_I~_C>!.._~~ site compa red .~~~_~j ec!.._~!~~..:__~~~.()!_~a I e/T !.1!1_~ ad j us ~~n.!__'11..~~~__Cl..~C~~P':l!_~!_~....n..L!.I11l>..~~. 3 basE!d.c>n__mIJI!.2~lj~t!l.!':I~!~!_~ cs_..~ orapPE~~.!.at i 0.11__ over"~.~~_~2111,:~___~ndi tj~.I1__.i.l.~j~!l.~I11_ent~_lI1ade_b_a~~~_()':I.in._f()f"m.a!!()n_.,[at~ered from mu I t_i:l.j~t....r~~()r:.~_~-". ..R()()I11..i.l.~j us tme':'~sl11.i.l..<:I~_.Cl!_!:!Q~CJ.p~r._hCllf..:~t~_~':!~_..!~gOO~()r__ ful.l:b_a!~-"..__~j~l!_'idj.Llstl11ent for Gross L i v i n~ Area _~?()v_e_~rad~.I11~~__<l__t...!2_~2.!l_r:.~~.i.l.f"~_~()()t_(;l.~ d iff erenc.!:._~_<l.S_~ment adj~s_t~Il..1:~_"!..a~l!m_!()r:..J:he _1!4 bath !"<:J()m _ in._~.~..':~Cls.~II1~.n.!of~~bj ect-"-__. Garage/Carport Sq. Ft @ $ Total Estimated Cost New Less Physical =$ Functional External -1000 +4220 ,.....----..- , +500 .. ..~._-. ..-..... ..--- .--.-"1.-.-....-------.-~----"-...--.~.------T--.-.-.-n.-.----..----.---.--------,.- .." -..--------.-..------~,--.-----._~m_.---________.__.__..___________ ___.__.___.__"___. ____.__... . _ .____.__._._.._...__..___..__.._.__ ITEM_i S~~.-J~S;!_.___..Jm____mc::~M.~~F1~~LE NO. l__..__t___.~.<:J~f>i\!3,t>.E3LE NO~3___ i.... u m~()_M~_AF1..~BLE NO.3 Date, Price and Data 15/12/1951 j8/7/1998 i4/5/1998 17/13/1993 _~~~~:~:~:~.;~I;~:;~~:~II;~:~~~~~..,l.4_-B:~5~J;~~~ 7 ~:~~. ~~!..f.~~!~__I~e~~~~:~~~5, page.]!.~__________l~~~~~~~~__:;~_~~~.!..~J...,_,_______ Analysis of any current agreement of sale, option, or listing of the subject property and analysis of any prior sales of subject and comparables within one year of the date of appraisal: ..No . <;uLr.e':lt.. C1!;J..r~~.rn_~..':I!_()~ __~.~~L~t.ion.m()r_.!..is.!.i...':!.!L.C>.!.t~.ll._~b j e~p.~_o.p~~!L()Il. th~ da t e of i nspect~(),:,.:_ Da ..1:..e_Cl.!._I_as t p r i o.r: t ra':l.~f..l.l.!:_ f 0 r.____ _t.h.e_ su~.J..El.c.~m<3.':'.~_..i.l..!~__~omparabl~_i...~__.sho.wn ab,,-ve. No sale or transfer within one year of each~ ________._______________... INDICATED VALUE BY SALES COMPARISON APPROACH $ _______JlO,200 . INDICATED VALUE BY INCOME APPROACH (If Applicabl~iE~ii~ai~dM~~ket Rent $ n/a /Mo. x Gross Rent Multiplier n/a = $ n/a This appraisal is made W "as is" D SUbject to the repairs, alterations, inspections, or conditions listed below D subject to completion per plans and specifications. Conditions of Appraisal:_The subl.e.c:t property has been appraised_in its current condi tion. This is a Summary Report of a Complete _~p.e.ra_i,~~~.,~.._____________._________m,______ ______~__ FinaIReconciliation_____!I1_e~s.~EProa~~was not considered sin.ce this is not ne~.construction and is 111 years old~----Th;I~~~~-;;'---- ~PJl!:.c:>C1~l1__w..i.l.~.~~!___~.s..~d due _t.c:>_th~C1ct that this is an owner occupied single family dwell ing. The salescomparison---An;i-y:;j;n~..;;---- ._E~.J.i_e.~_lIP.,()f!__Cl.~__t..h!Jl~~U.':l.d i cCi! 0 r()f the subject's probable mar::.ket __ va InlJ~.______n_.__~=.===~=~~==~--_~=----=:-~=_--_.--u" ---- - ..- . The purpose of lhis appraisal is to estimate the market value of the real property that is the subject of this report. based on the above conditions and th~ ~ertiflc~tion, contingent and limiting conditions, and market value definition that are stated in the attached Freddie Mac Form 439/Fannie Mae Form 1004B (ReVised 6/93 I (WE) ESTIMATE THE MARKET VALUE, AS DEFINED, OF THE REAL PROPERTY THAT IS THE SUBJECT OF THIS REPORT, AS OF August 6, 2001 (WHICH IS THE DATE F INS~..~tlD THE EFFECTIVE DATE OF THIS REPORT) TO BE $ 130,200 ---~--- APPRAISER: ~~1.-. SUPERVISORY APPRAISER (C)Ni Y IF-REC1UIREO): . _?~natu~ ~~.. __'!2!.,e~-'" ~=.__ __________________ SI,[l2.at~~_________________ _ ____.____ . __ _ __ _________ D Did D Did Not Nam..:___La rr: :_.._~~!~.s.s.E!~LC_e!:~_i...f i ed,Bes i <!~nt i a I Ap.p..r~i...~~..r:...________ Name ______ .___..________________ Inspect Property _~a~~~~~r_t_~lgne~__ SeP.t..e.l!1be !"_14, 200"1._______m____.___ ____________ ~~:.__Rep.?~!_~~g~':.~__________.________.___.__ _________._____._.___ State Certification # RL-000802-L State PA State Certification # State . _.___ ___.___.__.___n__._.______._.__ . _...__._____.._.._._~._____.~_________.______.___.___ ____.._.__..______.__.__~_._._.______...______.___.__ Ot State License # State Or State License # State Freddie Mac Form 70 6.93 10CH. PAGE 2 OF 2 Homeputero Forms Processing System For Laser Printers 1 (802) 773.3018 Fannie Mae Form 1004 6-93 SUPPLEMENTAL ADDENDUM _~~~~!.____________~l~_________.________._..___.________- Property Address 256. Soutb__Pi i:;t Str~et _ _._____ ~;t;----CarlrsTe _______.________________________._______ ___ -it;;- ---Penn-~.vani a L~~d~~;cli~~i--.-Estate of Anne--E. Wagner County Cumbe:r:l.and Zip Code 17013 APPRAISAL ADDENDUM unless otherwise stated in this report, the existence of hazardous materials, which mayor may not be present on the property, was not observed by the appraiser. The appraiser has no knowledge of the existence of such materials on or in the property. The appraiser, however, is not qualified to detect such substances. The presence of substances such as asbestos, urea-formaldehyde foam insulation and other potentially hazardous materials may affect the value of the property. The value estimated is predicated on the assumption that there is no such material on or in the property that would cause a loss in value. No responsibility is assumed for such conditions or for any expertise or engineering knowledge required to discover them. The client is urged to retain an expert in this field, if desired. commercial uses are located within the subject's neighborhood. These uses are typical of similar neighborhoods and do not affect the market value or future marketability of the subject property. 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 neighborhood. This condition does not affect the market value of the subject or its future marketability. The subject is older than five (5) years old. 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. The heating system was shut down during inspection. Individual adjustments were required that exceed 10%. These adjustments were required due to lack of more similar comparables on that individual rating. All three comparables are the best available. One or more comparable sales are older than six (6) months old. Although there are comparable properties in the subject's area, none have sold recently, therefore, sales in excess of six (6) months old have to be used. All three comparables used were the best available. All comparable sales are verified closed sales. There are no special conditions or other requirements that would affect market value or future marketability in this Appraisal Report. September 14, 2001 Certified Residential Appraiser Homeputer. Forms Processing System for Laser Printers 1-(802) 773-3018 DEFINITION OF MARKET VALUE: The most probable price which a property should bring in a competitive and open market under all conditions requisite to a fair sale, the buyer and seller, each acting prudently, knowledgeably and assuming the price is not affected by undue stimulus. Implicit in this definition is the consummation of a sale as of a specified date and passing of title from seller to buyer under conditions whereby: (1) buyer and seller are typically motivated; (2) both parties are well informed or well advised, and each acting in what he considers his own best inter- est; (3) a reasonable time is allowed for exposure in the open market; (4) payment is made in terms of cash in U. S. dollars or in terms of financial arrangements comparable thereto; and (5) the price represents the normal consideration for the property sold unaffected by special or creative financing or sales concessions* granted by anyone associated with the sale. *Adjustments to the comparables must be made for special or creative financing or sales concessions. No adjustments are necessary for those costs which are normally paid by sellers as a result of tradition or law in a market area; these costs are readily identifiable since the seller pays these costs in virtually all sales transactions. Special or creative financing adjustments can be made to the comparable property by comparisons to financing terms offered by a third party institutional lender that is not already involved in the property or transaction. Any adjustments should not be cal- culated on a mechanical dollar for dollar cost of the financing or concession but the dollar amount of any adjustment should approximate the market's reaction to the financing or concessions based on the appraiser's judgement. ST A TEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION CONTINGENT AND LIMITING CONDITIONS: The appraiser's certification that appears in the appraisal report is subject to the following conditions: 1. The appraiser will not be responsible for matters of a legal nature that affect either the property being appraised or the title to it. The appraiser assumes that the title is good and marketable and, therefore, will not render any opinions about the title. The property is appraised on the basis of it being under responsible ownership. 2. The appraiser has provided a sketch in the appraisal report to show approximate dimensions of the improvements and the sketch is included only to assist 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. Because the appraiser is not a surveyor, he or she makes no guarantees, express or implied, regarding this determination. 4. The appraiser will not give testimony or appear in court because he or she made an appraisal of the property in ques- tion, unless specific arrangements to do so have been made beforehand. 5. The appraiser has estimated the value of the land in the cost approach at its highest and best use and the improve- ments at their contributory value. The separate valuations of the land and improvements must not be used in conjunc- tion with any other appraisal and are invalid if they are so used. 6. The appraiser has noted in the appraisal report any adverse conditions (such as, needed repairs, depreciation, the presence of hazardous wastes, toxic substances, etc.) observed during the inspection of the subject property or that he or she became aware of during the normal research involved in performing the appraisal. Unless otherwise stated in the appraisal report, the appraiser has no knowledge of any hidden or unapparent conditions of the property or adverse environmental conditions (including the presence of hazardous wastes, toxic substances, etc.) that would make the property more or less valuable, and has assumed that there are no such conditions and makes no guarantees or war- ranties, express or implied, regarding the condition of the property. The appraiser will not be responsible for any such conditions that do exist or for any engineering or testing that might be required to discover whether such conditions exist. Because the appraiser is not an expert in the field of environmental hazards, the appraisal report must not be con- sidered as an environmental assessment of the property. 7. The appraiser obtained the information, estimates, and opinions that were expressed in the appraisal report from sources that he or she considers to be reliable and believes them to be true and correct. The appraiser does not assume responsibility for the accuracy of such items that were furnished by other parties. 8. The appraiser will not disclose the contents of the appraisal report except as provided for in the Uniform Standards of Professional Appraisal Practice. 9. The appraiser has based his or her appraisal report and valuation conclusion for an appraisal that is subject to satis- factory completion, repairs, or alterations on the assumption that completion of the improvements will be performed in a workmanlike manner. 10. The appraiser must provide his or her prior written consent before the lender/client specified in the appraisal report can distribute the appraisal report (including conclusions about the property value, the appraiser's identity and profes- sional designations, and references to any professional appraisal organizations or the firm with which the appraiser is associated) to anyone other than the borrower; the mortgagee or its successors and assigns; the mortgage insurer; con- sultants; professional appraisal organizations; any state or federally approved financial institution; or any department, agency, or instrumentality of the United States or any state or the District of Columbia; except that the lender/client may distribute the property description section of the report only to data collection or reporting service(s) without hav- ing to obtain the appraiser's prior written consent. The appraiser's written consent and approval must also be obtained before the appraisal can be conveyed by anyone to the pUblic through advertising, public relations, news, sales, or other media. Freddie Mac Form 439 6-93 Page 1 of 2 Fannie Mae Form 10048 6-93 Homeputer$ Forms Processing System for Laser Printers 1-(802) 773-3018 APPRAISER'S CERTIFICATION: The Appraiser certifies and agrees that 1. I have researched the subject market area and have selected a minimum of three recent sales of properties most simi- lar and proximate to the subject property for consideration in the sales comparison analysis and have made a dollar adjustment when appropriate to reflect the market reaction to those items of significant variation. If a significant item in a comparable property is superior to, or more favorable than, the subject property, I have made a negative adjustment to reduce the adjusted sales price of the comparable and, if a significant item in a comparable property is inferior 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 taken into consideration the factors that have an impact on value in my.development of the estimate of market value in the appraisal report. I have not knowingly withheld any significant information from the appraisal report and I believe, to the best of my knowledge, that all statements and information in the appraisal report are true and correct. 3 I stated in the appraisal report only my own personal, unbiased, and professional analysis, opinions, and conclu- elusions, which are subject only to the contingent and limiting conditions specified in this form. 4. I have no present or prospective interest in the property that is the subject to this report, and I have no present or prospective personal interest or bias with respect to the participants in the transaction. I did not base, either partially or completely, my analysis and/or the estimate of market value in the appraisal report on the race, color, religion, sex, handicap, familial status, or national origin of either the prospective owners or occupants of the subject property or of the present owners or occupants of the properties in the vicinity of the subject property. 5 I have no present or contemplated future interest in the subject property, and neither my current or future employ- ment nor my compensation for performing this appraisal is contingent on the appraised value of the property. 6. I was not required to report a predetermined value or direction in value that favors the cause of the client or any related party, the amount of the value estimate, the attainment of a specific result, or the occurrance of a subsequent event in 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 valuation, or the need to approve a specific mortgage loan. 7. I performed this appraisal in conformity with the Uniform Standards of Professional Appraisal Practice that were adopted and promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were in place as of the effective date of this appraisal, with the exception of the departure provision of those Standards, which does not apply. I acknowledge that an estimate of a reasonable time for exposure in the open market is a condition in the defini- tion of market value and the estimate I developed is consistent with the marketing time noted in the neighborhood sec- tion of this report, unless I have otherwise stated in the reconciliation section. 8. I have personally inspected the interior and exterior areas of the subject property and the exterior of all properties listed as comparables in the appraisal report. I further certify that I have noted any apparent or known adverse condi- tions in the subject improvements, on the subject site, or on any site within the immediate vicinity of the subject prop- erty of which I am aware and have made adjustments for these adverse conditions in my analysis of the property value to the extent that I had market evidence to support them. I have also commented about the effect of the adverse condi- tions on the marketability of the subject property. 9. I personally prepared all conclusions and opinions about the real estate that were set forth in the appraisal report. If I relied on significant professional assistance from any individual or individuals in the performance of the appraisal or the preparation of the appraisal report, I have named such individual(s) and disclosed the specific tasks performed by them in the reconciliation 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 change to any item in the report; therefore, if an unauthorized change is made to the appraisal report, I will take no responsibility for it. SUPERVISORY APPRAISER'S CERTIFICATION: If a supervisory appraiser signed the appraisal report, he or she certifies and agrees that: I directly supervise the appraiser who prepared the appraisal report, have reviewed the appraisal report, agree with the statements and conclusions of the appraiser, agree to be bound by the appraiser's certi- fications numbered 4 through 7 above, and am taking full responsibility for the appraisal and the appraisal report. ADDRESS OF PROPERTY APPRAISED: 25~?~_11!~_J'j tt~!~f!E!!L~arl is I e, Pennsylvania 17013 ::::~~~-=2. .___ . _:;~:~:~SOR~:P::E: (Onl~;j ~qu::).....__ Name:~~r-y~__~1 uss~!:Lce ~tiLi~_c!~~2.. den~~~'-_~p ra i se ~__ _ Name:_______.__________________ ____ _ ._________ _ Date Signed:~E!e~~l11l:ler_~~'__?~Ol______._______________ Date Signed:__ ____ ______ ___ __ _ ___ State Certification #: RL-000802-L PA State Certification #: -.------+-._-~~"_.~-----~--- --- or state License #: AB-~4}776-!:-________________ or State License #: ______________________ State: P_e_~~~y_I~l1j~_________________________.______ State: _____________________________________ _______ Expiration Date of Certification or License: June 30, 2003 Expiration Date of Certification or License: ______________ D Did D Did Not Inspect Property ~reddie Mac Form 439 6-93 Page 2 of 2 Fannie Mae Form 10048 6-93 Homeputer~ Forms Processing System for Laser Printers 1-(802) 773-3018 SKETCH ADDENDUM Borrower I CI ient Property Address City Carlisle Lender Estate of Anne nla 256 South Pitt County E. Wagner Street Cumberland State Pennsylvania Zip Code 17013 FW-73A P123 @ 1980 Forms and Worms Inc. All Rights Reserved 1 (800) 243-4545 Item" 112900 PHOTOGRAPH ADDENDUM Borrower ~ ~ ~~Dj_C! _~~_____~_~~~_~__~_~ Property AcJ.d!el;s__ ?:;_~~~_?9~t:J:~J~:l__t:_t:_ ~!~~_E?_t:~ ~ City Carl isle ~tit~~~-~~?igri~i~v.~Ii1.A________ ._n- _~~: .-=~ _ _ ~~~__ Lender/Client Estate of Anne E. Wa ner --- -------.......-. .-... _._--._-~. ------~_.,-._---.._---_._-_.._--- .. "--",-.--.-- ....-----.---...------- _m ___nC;()~~~~!LQ~e:T 1 anc:t~_ '__~n _~___~_ ~~~_~ip_C;()_~~_mtZ9_!~ _~___~__~__ .... ______~___~ ~, fI:' ;):",,,~'>c,,, 1.' (" , ' ,:~\ ""f:', ' '-t Homeputer$ Forms Processing System for Laser Printers 1-(802) 773-3018 FRONT OF SUBJECT PROPERTY REAR OF SUBJECT PROPERTY STREET SCENE - - cYi ?; \ / ... ~:--- \ I \ !/ (/ Ij / - \ -J\~m;------ ~C~o ~/'~ ~jl --:- / ,,,. \J\ '1~., "" \ ]) '::." ~ (--9 <"1/.1, t\. ~O c, '. '" O~A> Y J -~'\.J \ \ -; ,,'.'~' F . '~~- r; ( P'1 '),~:~,~" 0' \ ~ - - L:\JM"t,~:"~n.t\1\ ~. nt:. \ -4 \'9, '0.' lAHeV/EW?' ~If' 1 ,,'<- \ ~ PEAR 0 >. ~ J ..., ~ ENN I- ....;.....,l -< '" 0 -.J \ ~ 1 Cliesle~C. ~ ~ ~ r\is \ ~ ~'~~I" i ~ ;\,.~ ~p \ - , E:.d' ,n -4\;;" I"> \ ; )"~' r,' <J\ 'n IAIA On, '- r!JI.'~ """,Gtlt:. 011 \ ,7': ,"- ---f:,\\E~ 0 \ ~ y 'LA"~IO( N "$ ilo \ ~ 'I '.... """,, I \ ~ -" ..;:,.1;. 9:, /G(Jsr... " \ ( 1T11J>~. ~\ i~~'~ ,J';\ ,;1' ~~ ~~ ~ '\\;:} &' :,/ , '. '- g ""~ '.,.' , \)1 '" - ......~\\\\'....... \ .~ \CARUSLE ~ ~:::~~" \ ~ .,,~,,'-'''''' ''''V / /h.+---' "." ~ 0"" v'" ~ J. 51 L ,s-' \ .~ ~ l t 0 I' .1' . .' / # ~ I Z 51 ~\--{,~{.\ <q';)q.(' 1, \ ,...' '" 51 <,'.? u:. SON \ ~~L \ " :: ."A <, t{~~>. ~, c ill : \; ,'\, t 1~ '5/J ~ ' d (p >- t: ~"J~" ''/ lJ'r ' "/' 'f) Q<' "'., 5' I ~1~.J~: 'd: ~c:::o I'P Glf~" '1;.,,- 'ENt. ~l "\ ..... "UAHI 51 - ra: Ii ~ \ :;, \,,1, lcvs\l AvE Fr --I \ ~ .... n ~ cf'"'' :,~:'; ':L- """~,,,.j( \, I ~ a ,... 11-- j L1t1nIY'- -~ ~~ w 111 a.r,h ,I D ~ '- o -.J El~'!: cl~, n. N/f J,~. u 0 ' -~ -l:.li4. I- :n ~ ". ....- 0t! .\5' I 0 Z '" " ~ l(JLf"~ ~'b\eC\\~ Comp2 : VIOl S"t"!"""" 0' · ///~l. t ~ --' I li>l l; ~ ~ /' ,), ."",.. 1 VI J.JI': 1M R{ -r- / - f (/I~ 'ii ,0 I.'C') " - / ";.~( '. ~~ ~y ~ I /~, ~ ~ , j E~ ~ (- -- , 0:;: 7IIT ;,,~7Af/" -c:ql) l'r~ :....__ .~ P' ,\\'- ~ .,..0 NOal E OL vO 'lJO ,,,,,,,- .- ~ CA LISLE CITY,AIRPORT I _...J : l'~' i ,t\~~} , . , ~..~~.)ol' \~{,;..'.. \'( :\kl;;.:\,:~l \}~:: ,~, ~- ;t: I ~ (i' "'- .",~ 0..", _ i () .J,..PL~__.t.J.r . "" ^f' 4: ( J -- )j v _\ I " I J G I.,. rh- f+- \ \ \ \ \ \ \ l \ ~~ :'6 hi a z o u D / '<.. c ""-!,, u .J+.JI~:- -^ I- 5 I-l '-. :;, ~ '" tIT '-' ...) J ^'-'-~;'l~ 7 a 0;:;;;;;-7 7 ~. ~I It! H ". ~ ~ ., >",,;4,; CJ..... .J,.T.... 4~...." ,;0 z ~ .'0-9+ ~o : .. .,. \' .....,,\,.":l' _tiel , " " (< '1> r~ 'f-~ .- " " i 1 ~" ~~~..:.; ),~I:Ii<ll" \ \,"'t~ lO",f' '" :.t ~~" ( q. 't\U" '\."" ... """ ~<~~~~b '''~<>'I ~ % 11" lJ'..... 1 l" 011 .1 ') '!' ~ ,.0 11 Ij "\ ..1'3 ~ ~ "<:J )'1 ')~ \,~ I Borrower PHOTOGRAPH ADDENDUM Zip Code ---,-----,--------.---, . Cumberland 17013. Homeputer<> Forms Processing System for Laser Printers 1-(802) 773-3018 COMPARABLE SALE NUMBER 1 COMPARABLE SALE NUMBER 2 COMPARABLE SALE NUMBER 3 .' LARRY W. SLUSSER Certified Residential Appraiser EXPERIENCE: 1998-PRESENT: 1976-1983: Associate Broker and Appraiser: George L. Ebener and Associates 139 West High Street Carlisle, P A 17013 Principal Broker-Appraiser: Larry W. Slusser, REALTOR Real Estate Appraisals 909 Armstrong Road Carlisle, P A 17013 Associate Broker and Appraiser: Donald E. Diehl, Real Estate Carlisle, P A 17013 Associate Broker and Appraiser: L.B. Phillips, REALTOR Carlisle, PAl 7013 REALTOR George L. Ebener and Associates Carlisle, P A 17013 1990-1996: 1985-1990: 1983-1985: EDUCATION: The Pennsylvania State University Appraisal Courses-Residential Real Estate Appraisal, Advanced Real Estate Appraising and Real Estate Law. Standards of Practices and Ethics for the Real Estate Appraiser. The Uniform Residential Appraisal Report, Appraisal of Vacant Residential Land, Valuing a Log Home, Preparing A Narrative Appraisal Report, Condominium appraisals, Appraisal of Mobile Homes, Guidelines On Being An Expert Witness Appraiser, Construction Basics, Uniform Standards of Professional Appraisal Practice,Understanding Depreciation, Marshall Swift Residential Cost. PROFESSIONAL LICENSES: Commonwealth of Pennsylvania REAL ESTATE ASSOCIATE BROKER- AB-043776-A RESIDENTIAL APPRAISER-RL-000802-L REAL ESTATE BROKER/APPRAISER-BA-003477-L REAL ESTATE INSTRUCTOR-RI-000971-L PROFESSIONAL MEMBERSHIPS: MEMBER: Carlisle Board of REALTORS, Pennsylvania Association of REALTORS, National Association of REALTORS. The Appraisal Foundation. APPRAISAL EXPERIENCE AND CLIENTS: Appraisals for purposes of mortgage loans, buyers, sellers, estates, vacant land, apartments, commercial and foreclosures have been made for the following partial list of clients in the State of Pennsylvania. FINANCIAL INSTITUTIONS: Accubanc Mortgage Corporation, Army National Bank, Commerce Bank, Cornerstone Federal Credit Union, Countrywide Home Loans, Farmers Home Administration, Fidelity Bank, Financial Trust, First National Bank of Liverpool, First Union Mortgage Corporation, First United Mortgage Services, Franklin County Teachers' Credit Union, Lakeview Mortgage Depot, Members 1 st Federal Credit Union, Money Store Investment Corporation, Orrstown Bank, PNC Bank, Penn Central National Bank, Peoples State Bank, Schuylkill Haven Trust Company, Security Pacific Finance Company, State Street Financial Services, United Federal Bank, United Guaranty Residential Insurance Company. OTHERS: Attorneys and Individuals INSTRUCTOR CERTIFICATION: Larry W. Slusser has been certified and licensed by the Real Estate Commission of the Commonwealth of Pennsylvania to teach the following courses: Real Estate Practice Real Estate Sales Real Estate Investment Appraisal of Residential Property Appraisal of Non-Residential Property Residential Construction INVOICE GEORGE L. EBENER AND ASSOCIATES 139 WEST HIGH STREET CARLISLE, PENNSYLVANIA 17013 ~__.."_.,_,,,_,_'___.'____,m._~___.____ .._.__ ,_. j DATE 9 /10/2001 I 1- ACCOUNT NUMBER 09 - 0 1- 0 7 Estate of Anne E. Wagner 256 South Pitt Street Carlisle, Pennsylvania 17013 AMOUNT ENCLOSED $ APPRAISER'S COpy DATE CHARGES AND CREDITS AMOUNT 9/10/2001 Appraisal fee for Estate Appraisal on property located at: 256 South pitt Street Carlisle, Pennsylvania 17013 $250.00 Make checks payable to: George L. Ebener & Associates 139 West High Street Carlisle, Pennsylvania 17013 PAY LAST AMOUNT IN THIS COLUMN Thank You , FROM PHONE NO. 6107897905 Sep. 19 2000 02:10PM P2 CAGGIANO A&SOCI A TES TAX PROFESSIONALS & PUBUC i\C.TOli:-JTANT$ D(\ W. WF.STVv'O(U PARK DRIVE llA VF.RTO\VN. PA l')oX:; 610-n9-2070 610-?l;l)-1t)();} fAX r. RicJulJ'd W::lI~llcr 2?:n N. f'ront SI Il:lrriJ;!111rg. P;l ) 71 I () I{h: Wngncr & SOliS Inc. J)C<\r Mr. W,Lgllcr: After CllrclUly reviewing Ihe b,IJancc sheet of Wagner &. S0l15 Inc. I llrrivcd at :'l value for the busincss to l)(l ~ 127.()(}O. Tl1il5 figure. wa, Ctl.lcull1tccl by l1..<;ing a net fi..-?lItc of C\ITTCnT inventory less all outstanding loans H8sociilled with b"11l the ill\!Clllory and business opercl1jons. The \'<lllJ~ of I hc businc:>;s 's the .liquidated ,..alue oftilc inventory );;J;S Ihe IHl\OI.1l1 of funds n:;cdcd 10 pay nil creditors of rhe COl1JtlTlllion. Gool/will i~ TlOl a nHJlcr1.1l prodllcing !";IC!OL tIlllS \\<18 ignored fer this vahl,lIion. III order to arrive:ll an ,,-stale vlll.uc for the d;;cc,lscd Mrs W~gnct" one 1I11.1s1 take the $ 127.0()() busineSS valu:niol1 :l,nd apply her stock Qwncr;;hip interest. If.\ ou l1a\ c ail)' 'lllesl iOIl:>. pblSC call. Sincerel\', ~~~ 09/20/0 I . Kelley Blue Book Used Car Va ues Page 1 of2 ... Kelley....... · .. .. kbb.com - guiding the car buyer My car's Value New car Pricing used Car Retail Buy it New car Buy a Used car Sell Your Car Motorcycles Financing Insurance Lemon Check Warranties ACcessories Car Reviews Car Previews Decision Guides Advice About kbb Home ~B~ The easiest way to find the right vehicle. . (OcATJ! VEHICL. Click on the image above to visit this advertiser Blue Book Private Party Report Pennsylvania. August 20, 2001 1997 Chevrolet Lumina Sedan 40 ..--:~ o,,,,"~ a!J~a Ne~Car Find aJiew GM Vehicle ftuY a Used Ca r l,jst YQur ~ar For Sale Ooline financing Quote Insurance Quote YV~~ra ntyJlu_ote f'gyJJ1~ nt J::.-aJc~@tO[ Engine: V6 3.1 Liter Trans: Automatic Drive: Front Wheel Drive Mileage: 20,000 Equipment Air Conditioning Power Steering Power Door Locks Tilt Wheel AM/FM Stereo Cassette Dual Air Bags Consumer Rated Condition: Good "Good" condition means that the vehicle is free of any major defects. The paint, body and interior have only minor (if any) blemishes, and there are no major mechanical problems. In states where rust is a problem, this should be very minimal, and a deduction should be made to correct it. The tires match and have substantial tread wear left. A clean tit~l}istQry is assumed. A "good" vehicle will need some reconditioning to be sold at retail; however major reconditioning should be deducted from the value. Most recent model cars owned by consumers fall into this category. Private Party Value $6,830 Private Party value represents what you might expect to pay for a used car when purchasing from a private party. It may also represent the value you might expect to receive when selling your own used car to another private party. http://www.kbb.co.. .Ikw.kc.ur?kbb;842319&;p&723 ;Chevrolet; 1997%20Lumina&5 ;CH;M 08/20/2001 !! M&TBank . ' , ACCOUNT NO. ACCOUNT TYPE STATEI1ENT PERIOD P~ 1,~ 861626 CLASSIC CHECKING AUG.04-SEP.03)2001 00 27 0431911 11 021 1698 ANNE E WAGNER ELDA S WAGNER 256 S PITT ST CARLISLE PA 17013-3813 HIGH STREET-CARLISLE 32)386.33 OEPOSITS$ OTHERADD:tTIONS NO . AMOUNT 1 527.00 0.00 21)205.45 BEGINNING BALANCE Jt POSTING ... DEPOSXTS,INTUEST CHECKSS'OTHER OAILY DATE '" TRANSACTION.DESCRIPrION &< oTItER ADDITIONS " SUBTRACnONS.. ' BALANCE " 08- 04- 01 BEGINNING BALANCE $32)386.33 08-06-01 CHECK NUMBER 1161 100.00 08-06-01 CHECK NUMBER 1145 20.00 32,266.33 08-07-01 CHECK NUI1BER 1152 77 .00 08-07-01 CHECK NUMBER 1162 241. 68 31)947.65 08-08-01 ATG MONTHLY DDA TO SAV 150.00 31,797.65 08-09-01 CHECK NUMBER 1163 5,647.50 08-09-01 CHECK NUHBER 1160 90.10 08-09-01 CHECK NUI1BER 1154 58.28 26)001.77 08-10-01 CHECK NUMBER 1159 46.39 08-10-01 CHECK NUMBER 1157 15.00 25,940.38 08-13- 01 CHECK NUMBER 1168 1,458.13 08-13-01 CHECK NUI1BER 1164 227.37 08-13-01 CHECK NU/1BER 1156 39.75 08-13-01 CHECK NUMBER 1167 9.90 24,205.23 08-14-01 CHECK NUMBER 1165 538.34 08-14-01 CHECK NUI1BER 1173 403.88 08-14-01 CHECK NUI1BER 1176 320.54 08-14-01 CHECK NUI1BER 1170 297.62 08-14-01 CHECK NUMBER 1169 297.62 08-14-01 CHECK NUMBER 1172 297.62 08-14-01 CHECK NUI1BER 1171 297.62 08-14-01 CHECK NUMBER 1153 140.00 21,611. 99 08-15-01 CHECK NUI1BER 1166 76.98 21,535.01 08-21-01 CHECK NUMBER 1174 673.00 20,862.01 08-27-01 CHECK NUMBER 1181 64.15 08-27-01 CHECK NUMBER 1180 21.21 20,776.65 08-28-01 CHECK NUMBER 1179 63.51 20)713.14 ACCOUNT ACTIVITY LOOBA (12193) . I .. . RECEIPT FOR PAYMENT ------------------- ------------------- Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Rece~pt Date Rece~pt Time Recelpt No. 9/10/2001 10:13:17 1026805 WAGNER ANNE E File Number 2001-00833 Remarks S M WAGNER VZ ------------------------ Distribution Of Receipt ------------------------ Transaction Description Payment Amount Payee Name PETITION FOR PROBA EXTRA PAGES SHORT CERTIFICATE JCP FEE 235.00 6.00 9.00 5.00 CUMBERLAND COUNTY GENERAL FUN CUMBERLAND COUNTY GENERAL FUN CUMBERLAND COUNTY GENERAL FUN BUREAU OF RECEIPTS & CNTR M.D Check# 6189 Total Received......... $255.00 $255.00 REV-1500 EX (6-001 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 I- Z W C W (J W C w ..., ~:g;lIl I.)O::~ wc..u :roo 1.)0::...1 c..lll c.. <( INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) \-\fa ner, Anne E. DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 8/6/01 8/2/20 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) D 1. Original Return D 4. Limited Estate D 6. Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received IX] 2. Supplemental Return D 4a. Future Interest Compromise (date of death after 12-12-82) D 7. Decedent Maintained a Living Trust (Attach copy ofTrust) D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) OFFICIAL USE ONLY FILE NUMBER ~L-Qi COUNTY CODE YEAR __3'-33 NUMBER SOCIAL SECURITY NUMBER 203 01 8400 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER D 3. Remainder Return (date of death prior to 12-13-82) D 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) x.o_ (15) x.O_ (16) 5,652.00 X .12 (17) X .15 (18) (19) I- Z W o Z o c.. III W 0:: 0:: o I.) NAME COMPLETE MAILING ADDRESS (11) (12) (13) 19,305.93 125,600.79 P. Richard Wa FIRM NAM~ lit Applicab.le) ManCKe, Wagner TELEPHONE NUMBER (717) 234-7051 & Tully (14) 125,600.79 z o !< ..J :;:) !:: c. c( (J W 0:: 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. 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) D Separate Biltir1g Requested 7. Inter-Vivos Transfers & Miscellaneous Non.Probate Property (Schedule G or L) 8. Total Gross Assets (total lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) (:;~,i:;;{~~}~t~~:;~~~~W~i{i~~~~~~%,:.;~~r~i~~~:';~~QBIDifUi,l)l~~'$YY(~I~}'@;~~jg!il~~II1!~t\i,~t,~!i:l~~~'lt;:Ji.:~:t;i~j,f~~f~\#~'J~~gffi;.Q~lMAtifl1~~~;~~{~~i~f:;;~t~~!i~~~~~~J1,\~~,:!;\{!;i~~;~1 ; 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) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o fi ~ :;:) c. :E o (J ~ 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 125,600.79 17. Amount of line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due ~ CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 20. REV-1502EX + (1-97) SCHEDULE A REAL ESTATE , COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Anne E. Wagner All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller. neither being compelled to buy or sell. both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survlvorshiD must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH The original return listed the real estate as having a value of $130,200.00; however, the actual sale netted $85,419.83. $ 85,419.83 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 85,419.83 , REV-1S03 EX + (1-9n ESTATE OF SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER Anne E. Wagner All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Wagner & Sons, Inc., Train and Hobby Shop 25% of $127,000.00 (See Tax and Accountant Statement) $ VALUE AT DATE OF DEATH 31,750.00 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 31,750.00 ~ REV,I508 EX + (1,97) ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER Anne E. Wagner 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 VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. $ 24,727.20 Assets listed on original return 2. 3. 4. 5. 6. 7. 8 . 9 . IRS refund IRS refund Refund House Insurance Met Life Refund IRS refund Refund car insurance Sale of Chair Lift Refund Ins. 347.27 97.00 142.83 773.91 511.82 161.22 700.00 275.64 TOT AL (Also enter on line 5, Recapitulation) $ 27 , 736 . 8 9 (If more space is nee'ded, insert additional sheets of the same size) RE\I~S11EX. (\-97) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Anne E. Wagner Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Ewing Brothers - Carlisle $ 5,647.50 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Stephen M. Wagner N/A Social Security Numbe~s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees 2,000.00 3. Family Exemption; (If decedenfs address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 255.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Advertisement (Patriot) 159.06 8. Advertisement (Sentinal) 97.04 TOTAL (Also enter on line 9, Recapitulation) $ 8,176.60 (If more space is needed, insert additional sheets of the same size) ~~ ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT , REV-I512 EX -{1-97J ESTATE OF SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER Anne E. Wagner Include unreimbursed medical expenses. ITEM NUMBER 1. 28. 29. 30. 31. 32. 33. 34. 35. 36. 37. 38. 39. 40. 41. 42. 43. 44. 45. 46. 47. 48. 49. 50. 51. 52. 53. 54. 55. 56. 57. 58. 59. 60. 61. 62. 63. 64. 65. 66. 67. 68. DESCRIPTION AMOUNT Total from original return Environmental Services Tax Preparation Property Taxes Ken Roush Hauling PP&L PP&L Borough of Carlisle Borough of Carlisle Borough of Carlisle Borough of Carlisle UGI PP&L PP&L UGI UGI Borough of Carlisle Borough of Carlisle Herman Plumbing Herman Plumbing Agway PP&L PP&L PP&L UGI UGI UGI Borough of Carlisle Ohio Casualty Agway UGI UGI PP&L PP&L Agway Agway Agway Central Penn Medical Central Penn Medical Dauphin oil Income Tax Payment M&T Bank $ 6,678.58 445.92 50.00 684.12 125.00 46,"89 47.19 21.52 26.80 21.44 26.80 24.23 48.08 35.69 29.51 24.19 26.90 26.80 163.30 95.87 345.28 52.42 28.83 31.47 26.13 19.76 2.87 26.90 432.00 123.82 25.17 21.36 46.02 48.06 178.96 139.20 132.13 24.21 12.45 211.22 477.00 75.24 TOTAL (Also enter on line 10, Recapitulation) $ 11, 129 . 33 (If more space is needed, insert additional sheets of the same size) RE'O-I513 EX. (1-S7) ESTATE OF NUMBER 1. SCHEDULE J BENEFICIARIES AMOUNT OR SHARE OF ESTATE 20% 20% 20% 20% 20% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER Anne E. Naaner NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) RELATIONSHIP TO DECEDENT Do Not ListTrustee(s) 1. stephen Wagner 231-Allen Road carlisle, PA 17013 Margaret Smeltz Malvern, PA E. Susan Wagner 256 S. Pitt Street Carlisle, PA 17013 Mike Wagner 221 Channing Avenue Malvern, PA George Wagner N. 32nd Street Harrisburg, PA Son Son 2. Daughter 3. Daughter 4 . Son 5. 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additionalisheets of the same size)