HomeMy WebLinkAbout08-23-05
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COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ........_..
.
FILE NUMeeri- -- - ------- ___-- _--
DEPARTMENT OF REVENUE
DEPT. 280601 RESIDENT DECEDENT 21 os 00182'
HARRISBURG, PA 17128-0601 COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
THOMPSON, ALBERT T. 202-20-2996
o DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
W 01; 28/2005 11/23/1927 REGISTER OF WILLS
o _ -- ---
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (
LAST, FIRST AND MIDDLE INITIAL)
---
SOCIAL SECURITY NUMBER
® 1. Original Return ^ 2. Supplemental Return ^ 3, Remainder Return (date of death prior to 12-t3-82)
w
~
a y
^ 4. Limited Estate
Future Interest Com romise date of death after
^ 4a. p (
^
5. Federal Estate Tax Return Required
~ 12-12-82)
~ ~ ® 6. Decedent Died Testate (Attach copy ^ 7. Decedent Maintained a Living Trust (Attach 8. Total Number of Safe Deposit Boxes
a of Will) copy of Trust)
a ^ 9. Litigation Proceeds Received ^ 10. Spousal Poverty Credit (date of death between ^ 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
12-31-91 and 1-1-95)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TOi
NAMt COMPLETE MAILING ADDRESS
. ~ C. ROY WEIDNER, JR
N Z
z FIRM NAME (If applicable)
~ ° iOHNSON
DUFFIE
STEWAR T &WEIDNER 301 M
k
t St
.
,
, ar
.
e
TELEPHONE NUMBER L0TT10yT10, PA 1 7043-0 1 09
717/761-4540
0
J
a
U
1. Real Estate (Schedule A) (1) 358,900.00
2 Stocks and Bonds (Schedule B) (2) 2,250.36
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None
__
4. Mortgages & Notes Receivable (Schedule D) (4) None
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 3 1, 5 61 .5 5
(Schedule E)
6. Jointly Owned Property (Schedule F) (6) None
^ Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 32,623.36
S h d l G L
( ceue or )
8. Total Gross Assets (total Lines 1-7) (8) V~425,335.27
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 15,217.71
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 84,173.70
11. Total Deductions (total Lines 9 & 10) (11) 99-391.41
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax(Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax rate, x .00
or transfers under Sec. 9116(a)(1.2) -
Z
16. Amount of Line 14 taxable at lineal rate
~ 17. Amount of Line 14 taxable at sibling rate
0
U
F 18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20. ^
325,943.86 x .045
(12) 325,943.86
(13)
(14) 325,943.86
(15)
(16) 14,667.47
x .12 (17)
___
x .15 (18)
(19) 14,667.47
?? BE SURE TO ANSWER ALL QUESTIONS QN REVERSE SIDE AND RECHECK MATH «
Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
DeceGent's Complete Address:
STREET ADDRESS
164 BLACKSMITH ROAD
- _ - - -
I I Y - - - _ __ - - - _ _- - _ _ STATE PA T_IP 17011
CAMP HILL
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1)
2. Credits/Payments
A. Spousal Poverty Credit _ - __ -
B. Prior Payments 9,5-00.00
500.00
C. Discount - -
Total Credits (A + B + C) (2)
3. Interest/Penalty if applicable
D. Interest -- - -
E. Penalty - - -
Total Interest/Penalty (D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theDVERPAYMENT. (4)
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE. (5)
(5A)
A. Enter the interest on the tax due.
(5B)
g. Enter the total of Line 5 + 5A. This is theBALANCE DUE
14,667.47
10,000.00
0.00
4,667.47
4,667.47
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Yes No
1. Did decedent make a transfer and:
a. retain the use or income of the property transferre ~ •~~••~~••~~ •--•• ~ •~
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 designation2 ............................................................................................................... ® ^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration
preparer othe -an the personal representative is based on all information of which preparer has any knowledge. _ _ -- - DATE /
--- --------_.__. ADDRESS -_
SIGNATU OF PERSONRE O SI F f2 FILING RETURN (/"' ~ ~~
- R. CLOSE C..~/~~,~ 3224 N. THIRD ST. S ~ ~ E
HARRISBURG, PA 17110
-- - - ADDRESS -- _. - - -- __ _. _. ,~
G RE OF PE SO RESPONSIBLE FOR FILING TURN
conivlE ~. PFIFER .~ J ~ ,i .,,rl,,! 353 BLACKLATCH ROAD
CAMP HILL, PA 17011 ~ C ~ 5
s L -
~, , ,~ .~. v l._! 's~-• ~1 _ - _ _ _ _ -- - DATE
~ , ~ i
SIGI~AYUl2E OF PREPARER OTH THAN REPRESENTATIVE ADDRESS
C. ROY W ER, J ~ 301 Market St. ~~33 / a S
Lemoyne, PA 17043-0109 ~/ ~~
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)].
viving spouse is 0%
For dates of death on or after January 1, 1995, the tax rate imposed on the net val< ~ ~~ sments for disclosure
[72 P.S. §9116 (a) (1.1) (ii)]. The statutedoes not exempta transfer to a surviving .
of assets and filing a tax return are still applicable even if the surviving spouse is tt
For dates of death on or after July 1, 2000: --.--~~ for the use of a natural
The tax rate imposed on the net value of transfers from a deceased child twenty-o ~ ' . t
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116 (a) (1 ~ ~ ~~r -
noted in 72 P.S. §9116
The tax rate imposed on the net value of transfers to or for the use of the deceden
1.2) [72 P.S. §9116 (a) (1 )].
3)]. A sibling is defined,
The tax rate imposed on the net value of transfers to or for the use of the deceder
under Section 9102, as an individual who has at least one parent in common with the decedent, wnetner Uy uiu~u ~~ a,,,,N:ion.
SCHEDULE A
' '' REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF THOMPSON, ALBERT T. FILE NUMBER
21 - OS - 00182
__ _ -__.
All real property owned solely or as a tenant in common must be reported at fair market valu~air 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 survivorship must be disclosed on
schedule F.
ITEM DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
l Real Estate - No. 164 Blacksmith Road, Allendale, Lower Allen 191,900.00
Township, Cumberland County, PA -Residence
Parcel No. 13-25-0010-154 -Sale Price
Copy of Settlement Statement attached.
2
Real Estate - No. 41 Altoona Avenue, East Pennsboro Township, 83,500.00
Cumberland County, PA -Parcel No. 09-14-0832-350.
Apartments -Appraised Value
Real Estate - No. 4 Southpoint Dr., Borough of Mechanicsburg, 83,500.00
Cumberland County, PA
Condominium -Appraised Value
__ - _ ___
TOTAL (Also enter on Line 1, Recapitulation) 358,900.00
OMB NO.2502-0265
U.S. DEpARTMcNT OF HOUSING b. URBAN DEVELOPMENT
SETTLEMENT STATEMENT
UNINS. 4.[]VA 5.[]CONV,INS.
e. MORTGAGE INS CASE NUMBER: VV y~VV V"y
C. NOTE: This /orm Js /umlahad to ghre you estatement o/actual settlement costs, Amounts paid to end by the settlement agent are ahawn.
./tams marked (POC)" were paid outs/do the c/osing; dray are shown here forln/armaponal purposes and are not lncludedln the totals.
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER; t'0 yse os~tsosa~arst
F. NAME AND ADDRESS OF LENDEP
Frederick E. Kessler, Jr. and Estate of Albert T, Thompson
Cheryl E. Kessler First Horizon Homa Loan Gorp,
4000 Horizon Way
living, TX 75083
O. PROPERTY LOCATION: H. SETTLEMENT AGENT: 25-1878915
1 Ba elacksmlth Rcad Kayetona Land Transfer, Ltd. I. SETTLEMENT DgTE:
Camp HIB, PA 1)011
Cumberland County, Pennsylvania PLACE OF SETTLEMENT August 1, 2005
3421 Market Street
Camp HIII, PA 17011
~. oummArcr ur tiURROWER'S TRANSACT
1
G ION
K. SUMMARY OF SELLER'S TRANSACTION
0.
ROSS AMOUNT DUE FROM BORROWER:
10 ,Contract Sales Price 400, GROSS AMOUNT DUE TO SELLER:
102. Personal pro art 191 D00.00 q01. ContractSaleaPdce 181
D00
00
103. Sedlemenl Cha es to Borrower Line 1400
10 142,04 ,
.
402, personal Pro a
403
104. .
404
105.
' 405.
Ad
ustments For Items Paid B Seller /n advance
106, CI !Town Texas ~ to Ad ustmenta For Items Pald B sellerln advance
107, Coun Taxes 08/01/05 to 01/01/06
108
$ctrool la
289.91 408. Clt !town Taxes to
q07. Coun Taxes 08!01/05 to 01/01!08
.
x 08/01/05 t0 D7/01/08
109. SewerDB/01/06to10/01/06 1 384.32 408. Schoo) Tax 268.91
08/01/05 to 07/01/08 1384
32
110. Trash 08/01!05 to 10/01/05 18.80 .
40fl. 9awer 08/01/06 to 10/01/05 19
89
111. 32,72 .
410. Trash 08/01/ to 10/01 5
3
2
112. .
411.
412.
i20. GROSS AMOUNT DUE FROM BORROWER 203,748.68 420. GROSS AMOUNT DUE TO SELLBR
200. AMOUNTS PAIp BY OR IN BEHALF OF BORROWER:
. 193,1105.64
500. REDUCTIONS IN AMOUNT DUE TO SELLER
201, De oslt or earnest move
5 000.00 :
501. Excess De oslt See Instructions
202. Princl al Amaunl at New Loans
03. E%I86 loan s taken sub act t0 153 520.00 502. Settlement Cha es to Seller Line 140D 3 456.81
204. 803, Exlstf loan a taken su act to
206 504. Pa Hof first Mort age
.
208 505. Pa of second Mort a e
.
20T 508.
507. De oslt dlsb. as roceeds
08. 508.
209.
509.
Ad ustments For Items Un old B Seller Ad ustments For Items Un old B S
k
10. Cit flown Taxes to e
ar
510
CI
1 .
/Town Taxes to
1. Goun Taxes to 511, Count Taxes to
E12, School Tax to 612. School Tax to
13. 613.
14, 514.
15. 515.
18. 516.
'17. 577.
X18.
b18.
l1 e, 519,
I20. TOTAL PAID BY/FOR BORROWER 158,520.00 520. TOTAL REDUCTION AMOUNT DU/: SELLER
00. CASH AT SETTLEMENT FROM/~0 BORROWER: 3,g58.B1
800. CASH AT 5ETTLEMENT TO/FROM SELLER/
01, Gross Amount Due From Bprl'OWar Llne 120 203 740.88 001, Gross Amount Dua To Seller Llne 420 193 808
84
D2, Lese Amount Palo B /For Borrower Llna 220 ( 758,520,p0 .
602, Lese Reductlona Due senor Llne 520
03. CASH (X FROM) ( TO) BORROWER
45,228,88 ( 3,458.81
603. OASW (X TO) ( FROM) SELLER 190,16D.03
•~ ~• •~~• we„o~ „o, o~y wcnnamuuav recaips or a comprecee copy or pages 1 &2 of In18 statement & any attachments refoITed to harem.
Borrower saner 0~, A r~ :~Q~
r c ,Kea r ~ Estate of Albert T. Thompson °T
E. Kas r
'~C<<
~~~~m~uacv~. oases on rote $ a~0 ~ 3 89D,OO
DIvlslon of Commlas on lino 7 as Follows:
701. 3,696.0 to Ra Max Realt AasoGatos, Inc, PAID FROM
saRROwea•s PAW FROM
SELLER'S
7O2 S tp
7 3. Commlas on Pald at Sql ament
704. Transaction Fea
to Max Realty soclatea, Inc,
800. ITEMS PAYABLE IN CONNECTION WITH LOAN FUNDS AT
6ET7LEMENT
3,eaD.D
295,0 FUNU6AT
SETTLEMENT
0
801. Loan Orl Inatlon Fae 0.0000 % to
802. Login Discount % to
803. ra sa Fae to
804. Credit ROport to
805. ender's Inapectlon Fea to
808. Mort a e Ins, A .Fae tD
807. Assum t On Fea to
808.
809.
810.
811.
812. ourlar Fee to rat HorizOn Wome Loan COfp.
813, Undarwridn Fae to rat Horizon Home Login Cor
15.00
,
814. Tax Service Fae to Tate tg SoluBons
816, Fees tot HELOC to Keyetone and Transfer
816. AppllCetbn Fao t0 First Horizon Homo Loan Corp.
817. Flood Determinatlon to Federel l00
818. Commitment Fee t0 First Horizen oma Loan Cor ,
19, 225.00
90.00
75.50
350.00
24.00
278.00
820.
900. ITEMS REQUIRED 8Y LENDER TO BE PAID IN ADVANCE
001, inlereat From 06/01/05 to 09!01/05 ~ $ 24.521o00/dny ( a1 days °A
902. Mori a e naurance Pramlum or months to 780.15 '
903. HazaM (Ofiurence Pramlum tOf 1.0 ears to POC $558.OOb
904.
905,
1000, RESERVES DEPOSITED WITH LENDER
1001. Hazard Insurance 3.OOD months 48.60 or month
1002. Mo a a Insurance months ar moot 139,60
1003. Cit flown Taxes months er month
1004. Coun Taxes 8.000 months S 53.86 er month
1005. School Tax 2.000 months Q $ 120.07 per month
1006. months $ er month
321.98
252.14
7• mo er month
1008. re ate Ad'uslmont months ar month -34.98
1100. TITLE CWARDES
1101. Settlement or Closln Fee to
1102. AbstraG or TIBe Search to
1103. a 6xaminatian to
1104. Title Insurance Rlnder to
1105. Document Pre oration to
1108. Note Faes to CASH
' 25,00 15 ~
1107. Attorney
s Fees to
ndudas above !rem numbers:
1108. le Insurance to Ke tone Land Tra o td. g .
Includes ebova Item numbers:
1109. Lender's overage S 163,620.00 PAL#104210889
10. Owner's Covets a 191,900.00 PAO#1 42370 5
1111. Endorsements 100,300,8.1 to eystone Land Transfer, Lld, 150.00
1112. os n Otection Letter to KD stone Land Trans er, t . 86.00
1113. Tax Racdpts to Keystone Land Transfer, Ltd. 10.00
1114, vami tD Ke stone Lan Trane er, Lld. 20.00
1115. Retrieve E Mail Documents to Keystone Land Transfer, Ltd. 36.00
1116.
1117,
1118.
12DO.,GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Racordin Fees: Deed S 38.G0; Mortgage $ 64.60; RelDasas $ 103.00
1202. CI /Count Tax/Stam s; Dead 1 919.00 Mort a 0 1,919.00
1203. State TaxlStam s: Revenue Stems 1 919.00; Mort a e 1,91900'
1204.
1205.
1300. ADDITIONAL SETTLEMENT CHARGES
1301. Surv to
1302. Pest Ins octlon to Blechlor & Tllle Inc. 50.00
1303. 2008-06 School Taxes to 8onnla K. Millar Tax Collector 1,512.81
1304.
1305.
1400. TOTAL SETTLEMENT CHARGES Enter on Lines 103 Section J and S02 Section K 10,142.04 3,458.81
.,T.,w,.y M.~.,w,,,o.v,a„ ~ o,y,,.W„oo.,.,,,,,,.,,a,~e..Ar.w..,,,,~,,...,.,:,y,r,„F.~. .,, ,,., .,,., F.ye ,au,. /
/ _~.
I~'eystone Land Transfer, L~~'
Settlement Agent
CertlOed to be a W e copy.
(OSA13105173l31)
IhlleNa 11USUI Paoe#11
r,
APPRAISAL OF REAL PROPERTY
LOCATED AT:
41 ALTOONA AVENUE
DEED BOOK: 26-P-0082 EAST PENNSBORO
ENOLA, PA 17025
FOR:
ESTATE OF ALBERT THOMPSOM
353 BLACKLATCH LANE, CAMP HILL, PENNSYLVANIA 17011
AS OF:
04/30/2005
BY:
William L. Derrick
c~o~~~
ReMax (717)761-6300
Form GA2 -'TOTAL for Windows' appraisal software by a la mode, inc. -1-800-ALAMODE
/~ ReMax (717)761-6300 11050 11050 Pa e #2
r~ FannieMae
n~cktan IlnriPrwriter Quantitative Analysis Appraisal Report File No. 11050
------- ------ - -
THIS SUMMARY APPRAISAL REPORT IS INTENDER FOR USE BY THE LENDER/CLIENT FOR A MORTGAGE FINANCE TRANSACTION ONLY. _ _
.Property Address 41 ALTOONA AVENUE City ENOLA _ State PA Zip Code 17025 _ _
Le al Descr~on DEED BOOK_ 26-P-0082 EAST PENNSBORO County CUMBERLAND __ .
Tax Year 2005 R E. Taxes $ 1 950.00 Soecial Assessments $ 0.00_
Assessor's Parcel No 9/14/832/350
_ _
Borrower_PEIFER (CONNIE) __ Current Owner THOMPSON (ALBERT T9___ Occupant b] Owner n Tenant I ~ Vacant _
Nei hborhoodorProiecWame ENOI.A __ Project Type PUD __ ~ Condominium HOA~___ N~Mo.
Sales Price N/A Date of Sale N/A Descri lion amount of loan charges/concessions to be paid by seller N/A _____,
Pro a ri hts a raised Fee Sim le Leasehold Ma Reference 09-14-0832-350 Census Tract 102/3240
ote: Race and the racial com r~osltfon of the net hborhood are no a r xaisal factors. - --- -
Location ^Urban ~$pbgrban []Rural Property values ®Increasing ^Stable ]Declining Singletamilyhousing Condominium housing
PRICE AGE PRICE (it applic.) AGE
Built up ~ Over 75% [~ 25-75% ^ Under 25% Demand/supply ^ Shortage ~ In balance ~] Over supply $(000) (yrs) $(000) (yrs)
Growth rate _ Ra id 6d Stable ~ i Slow Marketing time ~] Under 3 mos ~ 3-6 mos n Over 6 mos. 50-Low NEW 75 Low NEW
Neighborhood boundaries SUBURBAN ENOLA-AREA MARKETPLACE. _ 150 Hi h 125 _ 150 Hi h 30
Predominant Predominant '
_ _
- 100 25 120 15
Dimensions 50 X 130 Site area 6 500 __ Shape ESSENTIALLY RECTANGULp
- --
Specific zoning classification and description _RESIDENTIAL _- __ _ .- .-_ -_
Zoning compliance ~i Legal ^ Legal nonconforming (Grandfathered use) ^ Illegal, attach description ~] No toning
Highest and best use at subject property as improved (or as proposed per plans and specifications): ®Present use [] Other use, attach description.
Utilities Public Other Public Other Off-sltelmprovements Type Public Private
Electricity ~ t00AMP Water ® Street ASPHALT
PROPANE Sanitar sewer ~ Alle NONE _~]~___
Gas
__
Are there an a arent adverse site conditions easements encroachments s ecial assessments slide areas etc. ? Yes No If Yes attach descri bon.
Source(s) used for physical characteristics of property: Interior and exterior inspection [J Exterior inspection from street ~ ~ Previous appraisal files
-' MLS ~ Assessment and tax records ~] Prior inspection ~ Property owner n Other (Describe): _
No of Stories TWO T e Det /Att. ATTAC Exterior Walls SIDING Roof Surface ASPHALT Manufactured Housin Yes X1 Ng
Does the prgperty generallyconform to the neighborhood in terms of style condition and construction materials? Yes No If No attach description.
Are there any apparent physical deficiencies or conditions that would affect the soundness or structural integrity of the improvements or the livability of the property?
Yes ~ No If Yes attach description. - - -- ---
•
Are there any apparent adverse environmental conditions (hazardous wastes, toxic substances, etc.) present in the improvements, on the site, or in the immediate vicinity of
the subject property? ^ Yes ®No It Yes, attach description.
I researched the subject market area for comparable listings and sales that are the most similar and prorJmate to the subject property.
6 _ sales ranging in sales price from $ _- 75 000 to $ 125 000 _
My research revealed a total of
_
My research revealed a total of _ 3 listings ranging in list price from $ 75 000 to $ 125 000
The anal sis of the com arable sales below reflects market reaction to si nificant variations between the sales and the sub eci pro e
FEATURE SUBJECT SALE 1 SALE 2 _ _- SALE 3
__
41 ALTOONA AVENUE 151 WYOMING AVENUE 149 WYOMING AVENUE 211 NORTH ENOLA ROAD
Address ENOIA ENOl.4 (10092086) ENOLA 10092085 ENOLA (1011411 __
Proximit to Sub'ect 0.18 miles 0.18 miles _ 0 30 miles _ _
e
l
P
i
S 78 500 78,500 ~ 95,000_
c
a
es
r
Price/Gross Living Area -
___ '~
71.11 ~ --
62.01 rfi
$ 48.44 '~
Data 8 Veri5ca6on Sources MLS MLS MLS _ _
VALUE ADJUSTMENTS DESCRIPTION DESCRIPTION + - $ Adjust. _
DESCRIPTION 1 + - $ Ad ust. DESCRIPTION + - $ Adjust .
Sales or Financing _
TOM: 79 TOM: 127 TOM: 136
Concessions CONVENTIONAL CONVENTIONAL '. CONVENTIONAL ___ __
Date of Sale ime 09/20/2003 09129!2003 04/15/2005 __
Location E PENNSBORO E PENNSBORO E PENNSBORO _ E PENNSBORO ' _ __
Site 6 500 7 500 7 500 _
~ 7 000 _ _
_
View TYPICAL MARKE SIMILAR
-~ SIMILAR
_ SIMILAR __ _ ___
Desi n S le 2 UNITS 2 UNITS 2 UNITS _, 2 UNITS _ _ - . ____- ___
Actual A e LYrs. __ __
1920 {25) 1900 25 1900 2( 5) 1920 (25) -_ _____ _
C
ondi[ion
E
AVERA
AVERA
E
AVERA E
- RAGE
AVE
I
- __ -
__
AboueGrade S
d D
Total Baths d D
S
Baths
Total_
Bdrms~ Baths
Total -
Total Bdrms Baths
2
Room Cgunt 2 i 2
6 6 2 I 2 6 2~2- 3
6-
Gross livin Area _
__ 1 530 Sg. Ft. 1 104 S . Ft. +4 260 1 266 Sg, Ft +2 640 1 961 Sic _ Ft', _ _ -4, 310
_
Basement 8 Finished FULL FULL FULL FULL
Rooms Below Grade N/A N/A N/A _ N/A __ ___ __
_
Garage/Carport __ _ 1 CAR _ N/A +1 500 2 CAR -1 500 N/A __ +1,500
STANDARD STANDARD STANDARD _ STANDARD _
_____ OIL STEAM/NON OILBBHW/NONE ! OILBBHWlNONE ~ GAS BBHW/NON_~_ __
_
]Net Adi. (total) + ~~_ 5 760 +_ - I $ 1 140 + i - ~_ _2,810
Adjusted Sales Price Net 7.$ % Net 1 5 % Net 3 0 %
6fOSS 7.3' % _ 84 260 GfOSS 5. % 79,640 GfoSS 61 % ___ 92 190
of Comparables
_
NONE/PART YR_ 09/20/2003 09/29/2003 04/15/2005 ___ ___
Date of Prior Sale
__
Price of Prior Sale 78,500 78 500 95 000
Analysis of any current agreement of sale, optign, or listing of the subject property and analysis of the prior sales of subject and comparables: LAST SALE: 05/20/1976. __
Summary of sales comparison and value conclusion: AFTER A THOROUGH SEARCH OF THE EAST PENNSBORO-AREA MARKETPLACE THE
FOUR SALES SELECTED ARE CONSIDERED TO BE THE BEST INDICATORS OF VALUE. ALL FOUR SALES ARE CONSIDERED TO BE _ _
AVERAGE INDICATORS OF VALUE _--__--
This appraisal is made ~ "as-is", ^ subject to completion per plans and specifications on [he basis of a hypothetical condition that the improvements have been completed. or
subject to the following repairs, alterations or conditions PROPERTY APPRAISED IN "AS IS" CONDITION.
BASED ON AN ~,~ EXTERKR INSPECTION FROM THE STREET OR AN ®MTERIOrI AND EXTERIOR INSPECTION , I ESTIMATE THE MARKET VALUE, AS DEFINED, OF THE REAL
PROPERTY THAT IS THE SUBJECT OF THIS flEPOflT TO BE S 83 500 , AS OF 04/30/2005 _ _
Form 205 - "TOTAL for Windows" appraisal software by a la mode, inc. -1-800-ALAMODE
File No. 11050 Page,#3
11050
BacLlnn Ilndnr^u~ifor AuantifafivP Analucic AunraiSal Re0~1't FrrP r~_ „nsn
-r -
Project Information for PUDs (I1 applicable) - - Is the developer/builder in control of the Home Owners' Association (HOA)? ^ Yes ~ No
Provide the following information for PUDs only it the developer/builder is in conbol of the HOA and the subject property is an attached dwelling unit:
Total number of phases _ Total number of units N/A _ Total number of units sold _ __ _
Total number of units rented _ Total number of units for sale N/A Data Source(s) _,_ ___ _- _-__
Was the project created by the conversion of existing buildings into a PUD? ^ Yes ^ No It yes, date of conversion: _ __ ____ __
Does the project contain any multi-dwelling units? ^ Yes ^ No Data Source: ___ ___._ - -_
Are the common elements completed? (]Yes ^ No It Nq describe status of completion: ___
Are any common elements leased to or by the Home Owners' Association? ^ Yes ^ No It yes, attach addendum describing rental terms and options.
Describe common elements and recreational facilities: N/A _ _ _
Project Information for Condominiums (If applicable) - - Is the developer/builder in control of the Home Owners' Association (HOA)? ^ Yes ^ No
Provide the following information for all Condominium Projects:
Total number of phases _ Total number of units Total number of units sold ____
Total number of units rented ___ __ Total number of units far sale _ Data Source(s) _ _ _ _
Was the project created by the conversion of existing buildings into a condominium? ^ Yes ^ No ff yes, date of conversion. _ _
Project Type, ^ Primary Residence ^ Second Hame or Recreational ^ Row or Townhouse ]Garden ~ ] Midrise ^ Highrise j_] __
Condition of the project, yuality of construction, unit mix, etc.: _
_ ---- --
Are the common elements completed? ^ Yes (] No If No, describe status of completion: ____ _-_- _ ___ _- __ __--_
Are any common elements leased to or by the Home Owners' Association? ^ Yes ^ No If yes, attach addendum describing rental terms and options.
Describe common elements and recreational facilities: ___ _ - _- --
PURPOSE OF APPRAISAL: Ttre purpose of this appraisal is to estimate the market value of the real property that is the subject of this report based on a
quantitative sales comparison analysis for use in a mortgage finance transaction.
DEFINITION OF MARKET VALUE: The most probable price which a property should bring in a competitive and open market under all
conditions requisite to a fair sale, the buyer and seller, each acting prudently, knowledgeably and assuming the price is not affected by undue
stimulus. Implicit in this definition is the consummation of a sale as of a specified date and the passing of 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 interest; (3) a reasonable time is allowed for exposure in the open market; (4) payment is made
in terms of cash in U.S. dollars or in terms of financial arrangements comparable thereto; and (5) the price represents the normal consideration
for the property sold unaffected by special or creative financing or sales concessions* granted by anyone associated with the sale.
* Adjustments to [he 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 adjustment should not be calculated on a mechanical dollar for dollar cost of the financing or concession but the dollar
amount of any adjustment should approximate the market's reaction to the financing or concessions based on the appraiser's judgment.
STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION
CONTINGENT AND LIMITING CONDITIONS: The appraiser's certification that appears in the appraisal report is subject to the following conditions:
1. The appraiser will not be responsible for matters of a legal nature that affect either [he property being appraised or the title to i[. 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 beiny under responsible ownership.
2. The appraiser has provided any required sketch in the appraisal report to show approximate dimensions of the improvements and the sketch
is included only to assist [he reader of the report in visualizing the property and understanding the appraiser's determination of its size.
3. The appraiser will not give testimony or appear in court because he or she made an appraisal of the property in question, unless specific
arrangements to do so have been made beforehand.
4. The appraiser has noted in the appraisal report any adverse conditions (such as, but not limited to, needed repairs, 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 riorrnal research involved in performing the appraisal. Unless otherwise stated in the appraisal report, the appraiser has no knowludge
of any hidden or unapparent conditions of the property or adverse environmental conditions (including the presence of hazardous
wastes, toxic substances, etc.) that would make the property more or less valuable, and has assumed that there are no such conditions and
makes no guarantees or warranties, expressed or implied, regarding the condition of the property. The appraiser will not be
responsible for any such conditions that do exist or for any engineering or testing that might be required to discover whether such conditions
exist. Because the appraiser is not an expert in the field of environmental hazards, the appraisal report must not be considered
as an environmental assessment of the property.
5. 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 pasties.
6. The appraiser will not disclose the contents of the appraisal report except as provided for in the Uniform Standards of Professional Appraisal Practice.
7. The appraiser must provide his or her prior written consent before the lender/client specified in the appraisal report can distribute Use appraisal
report (including conclusions about the property value, the appraiser's identity and professional designations, and references
to any professional appraisal organizations or the firm with which the appraiser is associated) to anyone other than the borrower,
the mortgagee or its successors and assigns; the mortgage insurer; consultants; processional 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
Colmnhia; except that the lender/client may distribute the report to data collection or reporting service(s) without having to obtain the
appraiser's prior written consent. The appraiser's written consent and approval must also be obtained before the appraisal can be
conveyed by anyone to the public through advertising, public relations, news, sales, or other media.
8. the appraiser has based leis or her appraisal report and valuation conclusion for an appraisal that is subject to completion per plans and specifications on
on the basis of a hypothetical condition that the improvements have been completed.
9 The appraiser has based his or her appraisal report and valuation conclusion for an appraisal that is subject to completion, repairs, or alterations on the
assurnptian that completion of the improvements will be performed in a workmanlike manner.
rru[ c ur o ~,.~~~.,,. ..,~„ ,.,,,,. ..,.,,, .
form 205 - "TOTAL for Windows" appraisal software by a la mode, inc. -1-800-ALAMODE
File No. 11050 Page.#4
11050
Desktop Underwriter
APPRAISER'S CERTIFICATION: The Appraiser certifies and agrees that:
1. I performed this appraisal by (1) personally inspecting from the street the subject property and neighborhood and each of the
comparable sales (unless I have otherwise indicated in this report that I also inspected the interior of the subject property); (2) collecting, confirming,
and analyzing data from reliable public and/or private sources; and (3) reporting the results of my inspection and analysis in this summary appraisal
report. I further certify that I have adequate information about the physical characteristics of the subject property and the comparable sales to develop
this appraisal.
2. I have researched and analyzed the comparable sales and offerings/listings in the subject market area and have reported ttre
comparable sales in this report that are the best available for the subject property. I further certify that adequate
comparable market data exists in the general market area to develop a reliable sales comparison analysis for the subject property.
3. 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 further certify that I have noted any apparent or known adverse conditions in the subject improvements, on
the subject site, or on any site within the immediate vicinity of [he subject property of which I am aware, have considered these adverse
conditions in my analysis of the property value to the extent that I had market evidence [o support them, and have commented about the effect of
the adverse conditions on the marketability of the subject property. 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.
4. I stated in [he appraisal report only my own personal, unbiased, and professional analysis, opinions, and conclusions, which are
subject only to the contingent and limiting conditions specified in this form.
5. I have no present or prospective interest in the property [hat is the subject of 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, age, marital status, 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 or on any other basis prohibited by law.
6. I have no present or contemplated future interest in the subject property, and neither my current or future employment nor my
compensation far performing this appraisal is contingent on the appraised value of the property.
7. I was not reyuired [o 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 occurrence 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.
8. I estimated the market value of the real property [hat is the subject of this report based on the sales comparison approach to value. I
further certify that I considered the cost and income approaches [o value, but, through mutual agreement with the client, did not develop them, unless
I have noted otherwise in this report.
9. I performed this appraisal as a limited appraisal, subject to the Departure Provision of 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 the appraisal (unless I have otherwise indicated in this report that the appraisal is a complete appraisal, in which
case, the Departure Provision does not apply).
10. I acknowledge that an estimate of a reasonable time for exposure in the open market is a condition in the definition of market value.
The exposure time associated with the estimate oT market value for the subject property is consistent with the marketing time noted
in the Neighborhood section of this report. The marketing period concluded for the subject property at the estimated market value is
also consistent with the marketing time noted in the Neighborhood section.
11. I personally prepared all conclusions and opinions about the real estate that were set forth in the appraisal report. I
further certify that no one provided significant professional assistance to me in the development of this appraisal-
SUPERVISORY APPRAISER'S CERTIFICATION: If a supervisory appraiser signed the appraisal report, tre or stie certifies and agrees thaT.
I directly supervise the appraiser who prepared the appraisal report, have examined the appraisal report for compliance with the Uniform Standards
of Processional Appraisal Practice, agree with the statements and conclusions of the appraiser, agree to be bound by the appraiser's
certifications numbered 5 through 7 above, and am taking full responsibility for the appraisal and the appraisal report.
APPRAISER: William L. Derrick a )~ SUPERVISORY APPRAISER (ONLY IF REQUIRED):
Signature: !_ ~ ~ _- __ • s - __ Signature: --
Name: William L. Derrick _ _ _ __ Name: __.
Company Name: Re/max Realty Associates Inc. _ Company Name: ____ _ -
Cornpany Address: 3425 Market Street __ _ Company Address: _- ___
Cam Hill Pa 17011 ____ _. __
Date of ReporUSignature: April 30 2005 ___. _ __ Date of ReporUSignature:
State Certification #: RL: 000303-L _. _ State Certification #: _-
or State License #: __ __ or State License #: __._
State: PENNSYLVANIA _ State: _.
Expiration Date of Certification or License: 06/30/2005 Expiration Date of Certification or License: ._
ADDRESS OF PROPERTY APPRAISED:
41 ALTOONA AVENUE _. SUPERVISORY APPRAISER:
- _
ENOLA PA 17025 __ ___ -_ SUBJECT PROPERTY
APPRAISED VALUE OF SUBJECT PROPERTY $ 8s 500_ ^ Did not inspect subject property
EFFECTIVE DATE OFAPPRAISAL/INSPECTION oar3oi2oo5 ^ Did inspect exterior of subject property from street
^ Did inspect interior and exterior of subject property
LENDER/CLIENT: COMPARABLE SALES
Name:
-
__ ^ Did not inspect exterior of comparable sales from street
Company Name: ESTATE of ALBERT THOMPSOM _ ^ Did inspect exterior of comparable sales from street
Company AddreSS: 353 BLACKLATCH LANE CAMP HILL
PENNSYLVANIA 17011
roue s ur s ~a~~~~~~ ~~~a~ ~ ~„~~ ~~.,,, ~-~~
Form 205 - "TOTAL for Windows" appraisal software by a la mode, inc. - t-800-ALAMODE
File No. 11050 Pa a #5
nncb4nn Ilndnr~~~ritnr n~~antGtativa_ nnalvcic Annraisal Renort
-r
FEATURE SUBJECT _
41 ALTOONA AVENUE
Address ENOLA --- -- --- -- - - -
__ SALE 4 SALE 5
216-18 FOURTH STREET
ENOLA 10088559 _.__-
__ __ SALE 6 -_ __ , _
-
ProzimitV to Subject _
Sales Price
$ 1.19 miles
100 000 _ _ - -
---
~. -T-__ __
Price Gross Livin Area ____
$ ~' ~_ 25.35 ~ _ $ ~ ~-'
Data & Verification Sources
VALUEADJUSTMENTS
DESCRIPTION MLS/LISTING AGENCY
DESCRIPTION + - $ Ad'ust. _
DESCRIPTION + - $ Ad~ust
_ DESCRIPTION( _ + - $ Ad'usl.
Sales or Financing
Concessions _
TOM: 207
CONVENTIONAL ;
'
_~.._
__
Date of Sale/Time _
Location
E PENNSBORO 08/17/2003 _
E PENNSBORO -. - - -
_ --_ _--
• Site 6 500 _ 8 100 __ _ _. -- -
__
• View TYPICAL MARKE SIMILAR _ _ -- ---
Design (Style)
Actual A e rs _ 2 UNITS
.1920 (25) 3 UNITS __
1900 2~ _. _
- _ ---- - -
------ -
Conditian AVERAGE AVERAGE
_
Above Grade Total Bdrms Baths Total Bdrms Baths Total Bdrms Baths Total 8drms Baths~_
Room Count 6 ', 2 2 9 3 3
Gross Living Area
Basement & Finished
Rooms Below Grade 1,530 S . Ft,
FULL
N/A 3 944~rS . Ft -24 140
FULL
N/A _ S . FL
___ __ - Sg. Ft. _J _
-. - ------
tiara e Carport 1 CAR
STANDARD NIA +1 500
STANDARD _ __ _
_- _ _._
--, -
OIL STEAM/NON OIL HW/NONE _ _ _ --:-
_ _
Net Ad total _
Ad)usted Sales Price
of Comparable ___
Date of Prior Sale
ONE/PART YR + - 22 640
N~ 22 fi 96
6tOSS 25.fi % 77 360
08/17/2003 + - ~-
Net %
&FOSS % _
- + ~_ ~ __. _ -
Net
Gross % $ _
_
Price gf Prior Sale 100 000
Comments: ADDITIONAL SALES PROVIDED TO STRENGTHEN OPINION OF VALUE- _ _._ _ ____
Fannie Mae Form 2055 9-96
ReMax(717)761-6300
Form 205.(AC) - "TOTAL tpr Windows" appraisal software by a la mode, inc. -1-800-ALAMODE
erne nu i i uo n rGOG ih 11
APPRAISAL OF REAL PROPERTY
LOCATED AT:
4 SOUTHPOINT DRIVE
DEED BOOK: 254, PAGE 1568 UPPER ALLEN TOWNSHIP
MECHANICSBURG, PA 17055
FOR:
ESTATE OF ALBERT THOMPSON
353 BLACKLATCH LANE, CAMP HILL, PENNSYLVANIA 17011
AS OF:
04/30/2005
BY:
William L. Derrick
~. v~':
O
ReMax p17)761-6300
Form GA2 -'TOTAL for Windows' appraisal software by a B mode, inc. -1-800-ALAMODE
File No, 11051 `Page 2
Fan111eMae ReMax(7t!)761-6300 11051
Ilneb+nn Ilndnru.ritnr nuantGtativa_ enalvcis Atanraisal Report Filr. No- 11051
THIS SUMMARY APPRAISAL REPORT IS INTENDED FOR USE RY THE LENDEIUCLIENT FOR A MORTGAGE. FINANCE TRANSACTION ONLY. _
PrcoertV Address 4 SOUTHPOINT DRIVE City MECHANICSBURG __ State PA Zip Code 17055 _____
Legal Description DEED BOOK: 254 PAGE 1568 UPPER_ALLEN TOWNSHIP _ County CUMBERLAND ___
~
Tax Year 2005 R.E. Taxes $ 1 650.00 Saecial Assessments $_0.00
Assessor's Parcel No. 42/25130/33
r' Vacant
ALBERT) Occupant ~~ Owner ~ Tenant
OMPSON
-
(
.. Borrower PEIFER (CONNIE) Current Owner TH
Neighborhood or Protect Name MECHANICSBURG _ Protect Type ^_PUD ~ Condominium ___ HOA.$ 46.00 /Mo,_
Sales Price N/A Date of Sale N/A Descri tion $ amount of loan charges/concessions to be paid by seller N/A __ ___-_ -__
Pru ert ri hts a raised Fee Sim le Leasehold Ma Reference 42-25-0030-033 Censrls Tract 119/3240
Note: Race and the racial com osition of the nei hborhoo
^ Urban ~ Suburban ^ Rural
ti d are not a ralsal factors. _
Properly values ~ Increasing ^ Stable ^ Declining
Singlelemily housing
GE -- -
Condominium housing
AGE
PRICE
pn
LoCa
Built up ®Over 75% [ 125-75% ^ Under 25% DemanNsupply ^ Shortage ~ In balance ^ ~ Over supply PRICE A
$(000) (yrs) (If applic)
$(000) (yrs)
Growth rate Ra id _ ~ Stable Slow Marketing time ^ Under 3 mos. ~ 3-6 mos. ^ Over 6 mos,-_ 75 Low NEW 75 Low NEW
30
Neighborhood boundaries SUBURBAN MECHANICSBURG-AREA MARKETPLACE. __ . ,
275 _High 90. _ 100 High_
r
i
- - redominanl
Predominant
_
- - - -
150 20 85 15
Dimensions CONDO R-07 _ Site area N/A _ Shape ESSENTIALLY RECTANGULA
Specific zoning classification and description RESIDENTIAL _ _ _____ ----
Zoning compliance ^ Legal ^ Legal nonconforming (Grandfathered use) ^ Illegal, attach description ^ No zoning
Highest and best use of subject property as improved (or as proposed per plans and specificaUans): ®Present use ^ Other Use, attach description. _
Utilities Public Other Public Other OH-sitelmprovements Type Public Private
ASPHALT
Electricity ~ 200 AMP Water ^ __ Street
Gas PROPANE Sanitary sewer ~ Alley NONE ^I__-~--
Are there an a arent adverse site conditions easements encroachments s ecial assessments slide areas etc. ? Yes No If Yes attach descri Lion.
sical characteristics of property: ®Interior and exterior inspection ^ Exterior inspection from street ^ Previous appraisal tiles
Source(s) used for
h
p
y
MLS ~ Assessment and tax records ^ Prior inspection ~ Property owner ^ Other (Describe/: _. ____-___- --_
l N
Y
es
o
No of Stories TWO T e Det. Att. ATTAC Exterior Walls BRK/SIDING Roof Surface ASPHALT Manufactured Housin
Does the property generally conform to the neighborhood in terms of stvlr condition and construction materials ~ Yes ~ ~ No If No attach description.
Are there any apparent physical deficiencies or conditions that would affect the soundness or structural integrity of the improvements or the livability of the property?
If Yes attach description. -
Yes i No
•
_
Are there any apparent adverse environmental conditions (hazardous wastes, toxic substances, etc.) present in the improvements, on the site, or in the immediate vicinity of
the subject property? ^ Yes ~i No If Yes, attach description.
I researched the subject market area for comparable listings and sales that are the most similar and proximate to the subject property.
My research revealed a total of 4 _ sales ranging in sales price from $ ?0 000 to $ 100 000. .
My research revealed a total of 2 _ listings ranging in list price from $ 70,000 to $ 100 000
The anal sis gf the com arable sales below reflects market reaction to si niticant variations between the sales and the subject ro erty.
FEATURE SUBJECT SALE 1 _SALE 2 _ SALE 3
_
4 SOUTHPOINT DRIVE 14 SOUTHPOINT DRIVE 51 SOUTHPOINT DRIVE 839 OLD SILVER SPRINGS
Address MECHANICSBURG MECHANICSBURG 10095958 MECHANICSBURG 10076399 MECHANICSBURG(10106844)
Proximity to Subiect 0.01 miles 0.05 miles ___ 1.14 miles ,_ _ _-
_
,
Sales Price 82 000 ~84 000 _ .- 84 500
~
Price Gross Living Area J6.644~ 87.50 w.~ ~_ 73.35!/ _
Data 8 Verification Sources
VALUE ADJUSTMENTS __
_
DESCRIPTION - _
MLS
DESCRIPTION + - $ Ad'usL MLS
DESCRIPTION + - $ Ad'usL. _ MLS ___ ___
DESCRIPTI.ON _ ~ ~1$ Adjust.
_
Sales or Financing TOM: 45 TOM: 127 TOM: 136
Concessions I
CONVENTIONAL CONVENTIONAL I CONVENTIONAL ' _ ______
_
Date of SaleRime _
12!05/2003 07/16!2003 _ 10/14/2004 _T _ __
_ __
Location MECHANICSBU MECHANICSBURT MECHANICSBUR '. _
T MECHANICSBUR ;_
Site N/A N/A _ _
N/A N/A
---..
-. _
View TYPICALMARKE SIMILAR SIMILAR___ ._ SIMILAR __ __.____
_
Desi n S le 2 STORY 2 STORY 2 STORY _ _ 2 STORY ____ _ _____
(
^
Actual A e Yrs.
1985 15
~L_ __
1985 15
-
1985 15
~- ' -
1986 15 '.
-~~ - ---
___
__
Conditian __ _
AVEF'.AGE AVERAGE AVERAGE ~ _
s-
~ AVERAGE
h
Above Grade Total Bdrms Baths Total Bdrms Baths _ Bath
Total 8drms _ _
Total Bdrms Bat
Room Count 1.5
4 ~~ 2 4 ~~ 2 ~~ 1.5 4 I 2 ~~ 1.5 ~ _ 5>~~ 2 X1_5 ___,
Gross Living Area _
_
_ 960 Sg. Ft 1 070 Sq. FL -1 100 _ 960 Sg. Ft. I _ 1 152 S , FL_j__ -1,920
__
BasementBFinished N/A N/A N/A FULL I -1,500
Rooms Below Grade N/A N/A _ _ N/A __ __ N/A __ _ _ _
1
_
tiara a Car ort NIA __ N/A ~ N/A _ N/A _
- ____
STANDARD STANDARD STANDARD __ STANDARD __
__ _ FLA ROOM N/A +2 500 FLA ROOM _ N/A __ +t 500
-
_ _
Net A~ fatal - + - 1 400 . + - , + - , ~___ . ___ _ 1 920
3
Adjusted Sales Price Net 17'46 Nei % Net 2.
%
of Comparables GrOSS 4.4 % 83 400 ' Gt0 S % _ 84 000 GLOSS 5.8 % $ 82 55&0
__
Date gf Prior Sale NONE/PART YR 12/05/2003 07/16/2003 10/14/2004 _ ____ __
_
Price of Prior Sale 82 000 84 500
Analysis of any current agreement of sale, option, or listing of the subject property and analysis of the prior sales of subject and comparables: LAST SALE: 10/31 /2002 _._ _ _
_x$79 900. __ _-
Summary of sales comparison and value conclusion: AFTER A THOROUGH SEARCH OF THE MECHANICSBURG-AREA MARKETPLACE ,THE FIVE __
SALES SELECTED ARE CONSIDERED TO BE THE BEST INDfCATORS OF VALUE. ALL FIVE SALES ARE CONSIDERED TO BE AVERAGE_ _
INDICATORS OF VALUE - _ ._
_ _ _ _ - - -
This appraisal is made ~ "as-is", _ ~ subject to completion per plans and specifications on the basis of a hypothetical condition that the improvements have been completed, or
^ subject [o the fallowing repairs, alterations or conditions PROPERTY APPRAISED IN "AS IS" CONDITION.
BASED ON AN j__ EXTE810fl INSPECTION FflON THE STREET Ofl AN ~ INTEflIOfl AND EXTEflIOfl INSPECTION, I ESTIMATE THE MAflKET VALUE, AS DEFINED, OF THE REAL
PROPERTY THAT IS THE SUBJECT OF THIS flEPORT TO BE S 83, 500 , AS OF 04/30/2005 _ _
PAGE 1 OF 3 Fannie Mae Form 2055 9-96
Farm 205 - "TOTAL for Windows" appraisal software by a la mode, inc. -1-800-ALAMODE
File No.11051Z Page #3
11051
Deskto Underwriter 4uanfniairve wna~ysis wp ra~sart napes a Fite xo. „uo,
Project Information for PUDs (If applicable) - - Is the developerlbuilder in control of the Home Owners' Association (HOA)? ^Yes ^ No
Provide the following information for PUDs only it the developer/builder is in control of the HOA and the subject property is an attached dwelling unit:
Total number of phases _ Total number of units N!A Total number of units sold _-__ _._ _.
Total number of units rented _ Total number of units for sale N/A Data Source(s) _ _ __ -___
Was the project created by the conversion of existing buildings into a PUD? ~] Yes [] No Ii yes, date of conversion. __ _ -.
Does the project contain any multi-dwelling units? ^Yes [] No Data Source: -- --
Are the common elements completed? ^Yes ^ No It No, describe status of completion: _ -- --
Are any common elements leased to or by the Home Owners' Association? ^Yes n No If yes, attach addendum describing rental terms and options.
Describe common elements and recreational facilities: N/A _ --
Project Information for Condominiums (If applicable) - - Is the deueloper/builder in control of the Home Owners' Association (HOA)? ~ Yes [ ; No
Provide the fallowing information far all Condominium Projects:
Total number of phases 1 __ Total number of units 32 Total number of units sold 32 _-_ __
Total number of units rented 5 Total number of units for sale 1 Data Source(s) CPML _ .-_-__ _ __
Was the project created by the conversion of existing buildings into a condominium? ^Yes ®No It yes, date of conversion ___
Project Type: ~ Primary Residence [~ Second Home or Recreational ®Row or Townhouse (~ Garden ^ Midrise ~~ Highrise (~ -_-
Condition of the project, quality of construction, unit mix, etc.: _ - -
CLOSE PROXIMITY TO HARRISBURG-AREA JOB MARKETPLACE(S). _ .- -- - --
Are the common elements completed? ®Yes ^ No It No, describe status of completion: __ ____ _
Are any common elements leased to or by the Home Owners' Association? ^Yes ®Ne If yes, attach addendum describing rental terms and options.
Describe common elements and recreational facilities: - ----
SNOW/LAWN MAINTENANCE EXTERIOR OF DWELLINGS.
PURPOSE OF APPRAISAL: The purpose of this appraisal is to estimate the market value of the real property that is the subject of this report based on a
quantitative sales comparison analysis far use in a mortgage finance transaction.
DEFINITION OF MARKET VALUE: The most probable price which a property should bring in a competitive and open market under all
conditions requisite to a fair sale, the buyer and seller, each acting prudently, knowledgeably and assuming the price is not affected by undue
stimulus. Implicit in this definition is the consummation of a sale as of a specified date and the passing of 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 interest; (3) a reasonable time is allowed for exposure in the open market; (4) payment is made
in terms of cash in U S. dollars or in terms of financial arrangements comparable thereto; and (5) the price represents the normal consideration
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 adjusin,ents are necessary for those
costs which are normally paid by sellers as a result of tradition or law in a market area; these costs are readily identifiable since the
seller pays these costs in virtually all sales transactions. Special or creative financing adjustments can be made to the comparable
property by comparisons to financing terms offered by a third party institutional lender that is not already involved in the property or
transaction. Any adjustment should not be calculated on a mechanical dollar for dollar cost of the financing or concession but the dollar
amount of any adjustment should approximate the market's reaction to the financing or concessions based on the appraiser's judgment.
STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION
CONTINGENT AND LIMITING CONDITIONS: The appraiser's certification that appears in the appraisal report is subject to the followiny 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. Ttre appraiser has provided any required sketch in the appraisal report to show approximate dimensions of the improverrrents and ttre 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 will not give testimony or appear in court because he or she made an appraisal of the property in question, unless specific
arrangements to do so have been made beforehand.
4. The appraiser has noted in the appraisal report any adverse conditions (such as, but not limited to, needed repairs, the presence of hazardous
wastes, toxic substances, etc.) observed during the inspection of the subject property or that he or she became aware of during
the normal research involved in performing the appraisal. Unless otherwise stated in the appraisal report, the appraiser has no knowledge
of any hidden or unapparent conditions of the property or adverse environmental conditions (including the presence of hazardous
wastes, toxic substances, etc.) that would make the property more or less valuable, and has assumed that there are no such conditions and
makes no guarantees or warranties, expressed or implied, regarding the condition of the property. The appraiser will not be
responsible for any such conditions that do exist or for any engineering or testing that might be required to discover whether such conditions
exist. Because the appraiser is not an expert in the field of environmental hazards, the appraisal report must not be considered
as an environmental assessment of the property.
5. The appraiser obtained the information, estimates, and opinions that were expressed in the appraisal report from sources that he or sire 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.
6. The appraiser will not disclose the contents of the appraisal report except as provided for in the Uniform Standards of Professional Appraisal Practice.
7, The appraiser must provide his or her prior written consent before the lender/client specified in the appraisal report can distribute the appraisal
report (including conclusions about the property value, the appraiser's identity and professional designations, and references
to any professional appraisal organizations or the firm with which the appraiser is associated) to anyone other than the borrower;
the mortgagee or its successors and assigns; [he mortgage insurer; consultants; professional appraisal organizations; any state or
federally approved financial institution; or any department, agency, or instrumentality of the United Slates or any state or the District of
Colwnbia; except that the lender/client may distribute the report to data collection or reporting service(s) without having to obtain the
appraiser's prior written consent. The appraiser's written consent and approval must also be obtained before the appraisal can he
conveyed by anyone to the public through advertising, public relations, news, sales, or other media.
8, The appraiser has based his or her appraisal report and valuation conclusion for an appraisal that is subject to completion per plans and specifications on
on the basis of a hypothetical condition that the improvements have been completed.
9 The appraiser has based his or her appraisal report and valuation conclusion for an appraisal that is subject to completion, repairs, or alterations on the
assumption that completion of the improvements will be pertormed in a workmanlike manner.
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Farm 205 - "TOTAL far Windows" appraisal software by a la mode, inc. -1-800-ALAMODE
File No_110511 Page #~
11051
Underwriter Quantitative Analysis Appralsa~ Kepori File No. 11051
APPRAISER'S CERTIFICATION: The Appraiser certifies and agrees that:
1. I performed [his appraisal by (t) personally inspecting from the street the subject property and neighborhood and each of the
comparable sales (unless I have otherwise indicated in this report that I also inspected the interior of the subject property); (2) collecting, confirming,
and analyzing data from reliable public and/or private sources; and (3) reporting the results of my inspection and analysis in this summary appraisal
report. I further certify that I have adequate information about the physical characteristics of the subject property and the comparable sales to develop
this appraisal
2. I Have researched and analyzed the comparable sales and offerings/listings in the subject market area and have reported the
uoinparable sales in this report that are the best available for the subject property. I further certify that adequate
comparable market data exists in the general market area [o develop a reliable sales comparison analysis far the subject property.
3. 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 further certify that I have noted any apparent or known adverse conditions in the subject improvements, on
the subject site, or on any site within the immediate vicinity of the subject property of which I am aware, have considered these adverse
conditions in my analysis of the property value to the extent that I had market evidence to support them, and have commented about the effect of
the adverse conditions on the marketability of the subject property. I have nqt knowingly withheld any significant information from the appraisal
report and I believe, [o the hest of my knowledge, that all statements and information in the appraisal report are true and correct.
4. I stated in the appraisal report only my own personal, unbiased, and professional analysis, opinions, and conclusions, which are
subject only to the contingent and limiting conditions specified in this farm.
5. I have no present or prospective interest in the property [hat is the subject of 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 anv/'or the
estimate of market value in the appraisal report on the race, color, religion, sex, age, marital status, 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 or on any other basis prohibited bylaw.
6. I have no present or contemplated future interest in the subject property, and neither my current or future employment nor my
compensation far performing this appraisal is contingent on the appraised value of the property.
7 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 occurrence of a subsequent event in order tq 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.
8. I estimated the market value of the real property that is the subject of this report based on the sales comparison approach to value. I
further certify that I considered the cost and income approaches to value, but, through mutual agreement with the client, did not develop them, unless
I have noted otherwise in this report.
9 I performed this appraisal as a limited appraisal, subject to the Departure Provision of the Uniform Standards of Professional Appraisal
Practice [hat were adapted and promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were in place as of
the effective date of the appraisal (unless I have otherwise indicated in this report that the appraisal is a complete appraisal, in which
case, the Departure Provision does not apply).
10. I acknowledge that an estimate of a reasonable time for exposure in the open market is a condition in the definition of market value.
The exposure time associated with the estimate of market value for the subject property is consistent with the marketing time noted
in the Neighborhood section of this report, The marketing period concluded for the subject property at the estimated market value is
also consistent with the marketing time noted in the Neighborhood section.
11 I personally prepared all conclusions and opinions about the real estate that were set forth in the appraisal report. I
further certify that no one provided significant professional assistance to me in the development of this appraisal.
SUPERVISORY APPRAISER'S CERTIFICATION: If a supervisory appraiser signed the appraisal report, he or she certifies and ayrees that.
I directly supervise the appraiser who prepared the appraisal report, have examined the appraisal report for compliance with the Uniform S[aridards
of Professional Appraisal Practice, agree with [he statements and conclusions of the appraiser, agree to be bound by the appraiser's
certifications numbered 5 through 7 above, and am taking full responsibility for the appraisal and the appraisal report.
APPRAISER: William L Derrick }, SUPERVISORY APPRAISER (ONLY IF REQUIRED):
~
Signature: ! ___ - ~ --= ~ r'- -- Signature: --- -
Name: Witham L_Derrick Name: _ _ --- --- ----
Company Name: Re/max Realty Associates Inc. - Company Name: __ -- -
Company Address: 3425 Market Street Company Address: _ ---
Camp Hill Pa 17011 -- -----
Date of Report/Signature: April 30 2005 _ -Date of Report/Signature:
State Certification #: RL 000303-L _ State Certification #: __ _ _
or State License #: _ __ _
--- or State License #: _ ___ _-
State: PENNSYLVANIA __._ _- State: _ -------- -
Expiration Date of Certification or License: os/3o/2005 _ Expiration Date of Certification or License: ___-____ _-__
ADDRESS OF PROPERTY APPRAISED:
4 SOUTHPOwT DRIVE _ _ SUPERVISORY APPRAISER:
MECHANICSBURGJ_PA_17055__ ___ _ SUBJECT PROPERTY
APPRAISED VALUE OF SUBJECT PROPERTY $ a3soo _ _ - ^ Did not inspect subject property
EFFECTIVE DATE OFAPPRAISAL/INSPECTION oar3o/2005 _ _ ^ Did inspect exterior of subject property from street
^ Did inspect interior and exterior of subject property
LENDER/CLIENT: COMPARABLE SALES
_ ----
Name: -
_ ^ Did not inspect exterior of comparable sales from street
Company Name: EsTATE of ALBERT THOMPSON ^ Did inspect exterior of comparable sales from street
Company Address: 353 BLACKLATCH LANE, CAMP HILL
PENNSYLVANIA 17011
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Form 205 - "TOTAL for Windows" appraisal software by a la mode, inc. -1-800-ALAMODE
File No 11051 aP ge #5~
ReMax(717)761-6300
Form 205.(AC) - "TOTAL for Windows" appraisal software by a la mode, inc. -1-800-ALAMODE
Subject Photo Page
Borrower/CGer& PEIFER CONNIE
Pro a Address 4 SOUTHPOINT DRIVE
C' MECHANICSBURG Cou CUMBERLAND State PA 2i Cade 17055
Lender ESTATE OF ALBERT THOMPSON
Subject Front
4 SOUTHPOINT DRIVE
Sales Price
Gross Living Area 960
Total Rooms 4
Total Bedrooms 2
Total Battuooms 1.5
Location MECHANICSBU
Yew TYPICAL MARKETPLACE
Site N/A
Quality
Age 1985 (15)
Subject Rear
Subject Street
Form PICPIX.SR -"TOTAL for Windows" appraisal software by a la mode, inc. -1-800-ALAMODE
SCHEDULE B
m STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
THOMPSON, ALBERT T.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
FILE NUMBER
21 - OS - 00182
ITEM DESCRIPTION
NUMBER
1 42 Shares -Prudential Financial, Inc.
(a) $53.58 per/share
2 25 Shares -Penn Central Company Stock
UNIT VALUE VALUE AT DATE OF
DEATH
53.58 2,250.36
-0- 0.00
- - --
TOTAL (Also enter on line 2, Recapitulation) 2,250.36
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
THOMPSON, ALBERT T. 21 - OS - 00182
Include the proceeds of litigation and the date the proceeds were received by the estate411 property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM
NUMBER
1
2
4
5
6
7
8
9
10
12
DESCRIPTION
---
Connnerce Bank -Account No. 0513365197
Date of death balance
M&T Bank -Account No. 46115943
Date of death balance
Conrail Pension -final benefit payment
SmithBarney Investment Account No. 724-05186
Date of death value
Janney Montgomery Scott, LLC -Account No. 8324-4264
Date of death balance
Household Goods -appraised value
HBA of Metro Harrisburg -refund -medical insurance premium
Peerless Insurance -automobile insurance refund
Verizon -refund
PA Department of Revenue - 2004 income tax refund
Pinnacle Health -refund
Cash
VALUE AT DATE OF
DEATH
__
7,648.97
1,374.75
548.34
17,190.36
2,196.50
2,150.00
274.74
41.50
11.48
82.00
16.87
26.04
TOTAL (Also enter on Line 5, Recapitulation) 31,561.55
SCHEDULE G
INTER-VIVOS TRANSFERS &
COMMO NWEALTH OF PENNSYLVANIA
IN HERITANCE TAX RETURN ~. MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER - ___
THOMPSON, ALBERT T. 21 - OS - 00182
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes.
-- --- _. __
ITEM DESCRIPTION OF PROPERTY % OF
DATE OF DEATH
NUMBER Include the name of the transferee, their relationship to decedent and the date of transfer.
EXCLUSION
Attach a copy of the deed for real estate. VALUE OF ASSET'.. DECD'S (IF APPLICABLE) TAXABL
E VALUE
INTEREST
1 Janney Montgomery Scott, LLC -IRA Account 7,417.20 7,417.20
No. HB32-4381-2350
Beneficiaries: Karen R. Close and ~~
Connie L. Peifer, Daughters
2 SmithBarney Investment Account No. 724-09254 9,121.54' ' 9,121.54
Subject to Tax on Death Rules
Beneficiaries: Karen R. Close and
Comiie L. Peifer, Daughters
3 1997 Buick LeSabre Limited Sedan 4D - 41,000 miles 3,915.00'' 100°/0 3,000.001 915.00
Given to Connie L. Peifer, Daughter - 12/2004
4 1990 Buick LeSabre Custom Sedan 4D - 137,000 miles 275.00 275.00
Given to Connie L. Peifer, Daughter - 12/2004
5 L3 Shares -Prudential Financial, Inc. 696.54 696.54
(c~ $53.58 per/share -Decedent in Trust for
,Tama Close, Granddaughter
6 13 Shares -Prudential Financial, Inc. 696.54 696.54
(~~ $53.58 per/share -Decedent in Trust for
James Close, Jr., Grandson
7 12 Shares -Prudential Financial, Inc. 642.96 ' 642.96
(~~ $53.58 per/share -Decedent in Trust for
Kimberlee Peifer, Granddaughter
8 14 Shares -Prudential Financial, Inc. 750.12 750.12
(r~ $53.58 per/share -Decedent in Trust for
Nathan Peifer, Grandson
9 Life Insurance -Prudential Policy No. 99-300-992 ~ 2,706.47. 2,706.47
Owner: Albert T. Thompson
Insured: Nathan Peifer, Grandson
10 Life Insurance -Prudential Policy No. 99-300-993 2,381.591 2,381.59
Owner: Albert T. Thompson
Insured: Kimberlee Peifer, Granddaughter
Total of Continuation Schedule(s) 7,020.40
TOTAL (Also enter on line 7, Recapitulation) 32,623.36
SCHEDULE G
INTER-VIVOS TRANSFERS &
COMMONWEALTH OF PENNSYLVANIA '. MISC. NON-PROBATE PROPERTY
INHERITANCE TAX RETURN '~ a
RESIDENT DECEDENT '. COn ll I7 Ued
ESTATE OF FILE NUMBER
THOMPSON, ALBERT T. 21 - OS - 00182
__ _ __ _--
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OF
NUMBER Include the name of the transferee, their relationship to decedent and the date of transfer. VALUE OF ASSET DECD'S EXCLUSION TAXABLE VALUE
Attach a copy of the deed for real estate. _ INTEREST (IF APPLICABLE)
_.. __
11 Life Insurance -Prudential Policy No. 99-300-994 3,798.88 3,798.88
Owner: Albert T. Thompson
Insured: James Close, Jr., Grandson
12 Life Insurance Prudential Policy No. 99-300-995 3,221.52 3,221.52
Owner: Albert T. Thompson
Insured: Jama Close, Granddaughter
Page 2 of Schedule G
APR 21 '85 15 43 FR PRUDENTIAL INS CO 7177638974 TO 7613015
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~~rudenfaal ~ .F`ix~ancial
Your Policy Values
HAFtX LMB 2
ALBERT T THOMPSON
353 BLACKI.ATCN LN
CAMP H~t_1_ AA 17019-$473
~zn]c you for your recent request for the vaiucs a~ad ber~ef~ts of your Variable
Appreciable T,ifC ins~lnnre policy, The calculation dazE o~ the values showy b¢l;ow
was JnnuRxy 28, ZOOS_ "t'o assist you is your revitrov of ibis quotation, a list of terms
and definitions is provided cal the back of this pale.
Your Life Insurance Coverage Profile
Polley Face Arnaunt
Additional T~~suzauae Amount
Death Benei"n
Terrr>;nation bividend
7ota1 Death l3eaeft
Policy Debt
N¢t Death BenelSt
$ 52,500,00
~- 0.00
SZ,500.00
-~ 0 . g0
5 52,500.00
0.00
~ sz,svv.Ov
Your Paiicy Values
Contract Futzd $ 2, 706 , 47
Surrender- Char~c - 0.00
Ternzinstion Dividend ~ 0.00
Cash Value $ 2, 706.47
Policy Debt - 0 00
Net Cash Value $ 2,706.47
LiFc insursnce cssueci by the 1~'udent~l Irisursnec Comp,~ny of Amctica, and oflearc! duough Pruca
Sectsriri~s, I.LC (memUer SIpC), baEla located si 751 Broad Strec~, I3~vrark, NJ 07j02-3777. Body are
Prudential Finmci:,l, Inc. wm~~ie~, end etlel3 is so]EIy responsib3c [or its uwA its>dstcisl conditYotc
artd cos=rSCtc;.J obil$aLfoiiS.
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PAGE 1 of ;
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Quotdtioh Date
April 21, 2005
Policy Number
89 300 992
Poliieyowner's Name
ALBERT T THOM~SON
I»sured's Name
NATHAN L PEfFEA
Policy Type
VariablE Appreciable Liie
Policy Date
July 21, ]989
tither $enefits
Living Neetls $~nefit
Your Prudeptial Agent/Pruca
Securities Registered
Representative
LORI M BORQEN
(717) 975-5150
Your Customer Service DFFice
(8001778-2255
Address
Customer Service Office
PO Box 7390
Philadelphia, PQ 19701-7390
Visit Our Wob Site
www.prudentiai.cQm
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RPR Z1 '85 15544 FR PRUDENTIRL 1NS CU
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~Prudent~a~ ~'znancYa~
Your Loan
Loan 'Valve
Polio Aebt
Current Lose Ya1ue Available
$ 2,435.82
- o.oo
$ 2,435.52
Loan Amount
Accrued Interest
Policy Debt
The fixed loan interest rare charged is 5.5%
'(1'('(b.S~iy'(4 I U '(61,5U15 r. 1bi1.5
$ a. 00
+ O.QO
s o_ao
Your Xrivestment Options Prol"ile
Ynvestment Qptioze(s) Contract Fuad
STOCK 1T1DF,~ $ 1, 305.55
1,400.92
Loan Amount -~ U . a0
Tota! $ 2, 7U6.47
Your beneficiary Information
Your primary benefoiary•; CONNiL L PlrI:FER
Your secondary beneficiary' ~g~gX,,~ M p~~R
Please sec your benefdary desi,~ation f~zrt for mare details,
1mpoRant Notice
Z leis quotativa provides s brief swnmary of your valaes and bc~~efts, wltiek your
Prudential A,gcnrll'ruco Seturitics Rc~stered R.eprescntative would be happy to explain
to you in xno~ detael. If you do not have a prudenval ~genr/Pzuca Securities Registti'red
Representatlvc, a cnsiornei' sen+ioc representatYVe oan be reached az (800) 778 2255
Mondry throat Friday, from 8:00 a_m_ to Midnight', Esst~zn Time and Saturday, 8:00
ain. to 3:OQ p.m., Eastcm Time to answer questioais.
PAGe ° Of 3
NaTH/i!Y l PEIFER
99 300 9~G
APR 21 '85 155aG 21S 784 209 FRGE.O~
APR 21 '85 15 44 FR PRUDENTIAL INS CO 7177638974 TO 7613015 P.11i13
Px-cadential ~ financial
~®ur Policy Values
HARX LMB 2
ALBERT T THOMPSON
353 BLACKLATCH LN
CAMP HILL PA 17011-$413
PAG; 1 7( 3
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Quotation pate
April 21.2005
Policy Number
9$ 300 993
Pvlicyowner's Narrte
AL6ERT 7 THdMPSON
I nsured'S Name
I:IMSERLEE M PEIFER
Thank you for your recent request for the values and benefits of ~%our Variable
Appmciable Life insurance policy. TltE calculation date of the v9.luCS shown belo~W~
was .i<anuary 28, 2005, To assist you iY+ your review of This quotation, s fist of barzt-s
and definitions is provided an the back of this pale.
Your Life insurance Cayerage Profile
~'olicy Face Amount S 35 , 000.00
Additional Zusurancc Arr~outit -t 0.00
Death Benefit ~ 35 , 000.00
T,arion Dividend + o, 00
Total Death Benefit S 3S, 000.0
Policy Debi - U , 00
1Vet beaux Benefit $ 35, 000.00
Your Poiicy Values
Contzact :Fund S 2 , 38 i . 59
Surrender Cltar~e - 0, 00
Tezrnination 1~ividezzd y- 0.00
Cash Valve $ 2, 381.59
Policy Dcbt - 0.00
Net Cash Value S 2,381.59
Policy Type
Variable Appre~i~ble Life
Policy pate
July 21, 19139
Other Benefits
Living Needs Benefit
Your PradentiaE Agertt/Prucv
Seeuriiies Registered
Representative
LORI M BORDEN
~717J 975-8150
Your Castamer Service Office
(800178-2265
Addr@ss
Customer Service Office
PD Box 7390
Philadelphia, PA 191017390
7 if'e insurnrirc issued by Tlse J~dential IA3ucrmcc Com~.gny of Atrcrica, and o(T'~~ through Prvco
5cctulties, I.LC (member SIPCj, both located at 75 ~ L'roed Strut, Newark. NJ 07102-3T17, Bot]i arc
PrudeaLiml financial, Ync, .omyanies, arul each is solely respcmtiible t'or its o.+rn fin5ncial condiovn
mad contractual obllgstions.
BO/90 ~J~`o "1dIlN3Qn~id Soo
Visit Our Web Site
wwvv. prudenti al.cocr
2 9GBPd GYBb
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HKK ~ 1 ' U5 15 ~ 44 f- K h'KUllbN I 1 HL 1 N5 C:U
Parudentia~ ~zxtancial
Your loan
Loan 'Value ~ 2 , ] 43 , 43
Policy Debt - 0.00
Ctszr¢nt Y.ozn '4%alue Avzil9,ble $ 2,143.43
Loin Amount S 0 , 00
Accrued Interest -~- o, 00
Policy Debt fl,04
The Fxed loan interest ram charged is S.S%,
Your zn~estment Options Profile
Investment Option(s) Contract Fund
E YJiTY $ I ' 233.77
STOCK. INDF..7~
Loan A~rnow7t + ~ 0.00
Tvtat $ 2,381.59
Your Beneficiary leEonmation
Your pam3ry bexzrfieiary: CONNiE L ~'.IrIFER
Your secondary beneficiary; NATHAN L PEIFER
please see your beneficiary de5ig~axion farm for more details.
(mpvrtant Nviice
This quotation provides a brief sumtnsry of your values ~d beaeft$, which your
Prudential AgentlPruco Securities Rcgisiercd Represenrative vaoiild be happy w cxplaia
w you in mare dCrail, If you do not have a Prudential AgenrlProco Securities ~tegistcrcd
l~epresentadvc, a cusrorner sert'iee reproscaatative cars bo reached at (30Q) 778-2255
l~ond3y through Friday, ixom 8.Ot? a.m, to MidnighC Eastern Time and Saturday, 8:00
a.m. to 3:00 p.rn., $astern Time to aaswcx questions.
'(1'('(b.SL'~'(4 IU '(b1.51J1~ I-. 1~/:LJ
Y~J=~F ~'lJ: LG CCl,'
RAGE 3 0} 3
KfMBERlEE M PEIFER
99 30D S93
B8l80 3~`ttd ~aIlN~d~2id 660-b8G-5 i~ 55 ~E ~ 5002; Z~/b0
ff}A, APR 21 '85 15 42 FR PRUDENTIAL INS CO 7177638974 TO 7613015 P.02i13
Vd~~"I ~~.~~.N..~ f i~~! L~J~it~~+ su JJ
Pr~uden~~~l ~ k~nancia~ PAGE t ofi
-- -,
~ -
Your Policy Via~ues
Quotation Date
April 2T. Z0~5
HARX LMB 2 Policy Numher
ALBERT T THOMPSON 99 300 994
~ 2 24 N 3RD S T
HARRIS9UJtG PA 17110-1307 Policyotuner's Name
ALBERT T T1•IOMPSOiV
Insured's Name
JAMES M CLOSE .!R
Thank you for your recent request ;For the values sud benefits of yow Variable Policy Type
Apprceiablo Life in5urdmee policy. 'fbc calculation date of the values shown brlow Variable AApreeiable life
was January 28, X005. To assist you ua your review of this gztotation, a list of u+rxns
and definitions is provided on the back a£thi5 pa.~e. Po1-cy Date
,!u(y 21, 1939
Your Life lnsuraace Leverage Profile Otfler Benefits
policy Face Amount $ 3S , 000.00 Living Needs Benelit
Atlditiona3 Insurance Amount + 0.00
Reath Benefit $ 35,090.00
7<"enni~uian Dividend -~ 0.00
Total Reath Benefit $ 35, 000.00
Policy Dcbt - v _ 00
Net Reath Benefit S 35,oaa.o0
Your PoGcyValues
Contract Fund $ 3 , 798.88
Sunrendec Cliars;e - 0.00
TP*+'+'~~aDOn Dividend + 0.00
Cash 'Value ~ 3,795.8
Policy Debc - o. ao
Net Cash Value $ 3, 798.88
Your Prudential l~gent/Pruco
Securities Registered
Represeptaiive
LORE M QORDEN
(717y 975-8150
Your Customer Service Office
(8a0}778-2255
Address
Customer Service Office
AD Sax 7390
Philadelphia, PA ]9101-7390
f,ifc uv~uance issued by The PruBen[ial Insurasxcc Company of Psctrrica, ttnd offered through Pr~tco
Securities, LLC (rncmber S1pC), both tor~tcd at'75l B[ascl Sweet, ,rTew,,,rk, jay 07702.37?7. I3vtn arc Visi! Our Web Site
Pradc-ritisl Fiz~ncial, Inc. ccxmpsu~ic:~, and esch is solely rrspozuible far its own tnvnciul eoiu3itirni ww~n~.prudentii2l,CDm
tuuJ contractual obli~tions. 784604 GY66
~.aax tuna
RFR 21 '85 1a-5~ 215 78µ 2Gg~ PAS=. 82
APfRnn21 '85 15 42 FR PRUDENTIAL INS CO
CJ4! Ali 2®US yJ- vi jyn- i~tiryvi9J
Pruderitia~. ~ Fiun~an.e~al
Your Loan
Loan Value
Policy Aebt
Current LOan Value AvaiaAble
$ 3,a]5.99
- 0.00
S 3,418.93
l:.oaa Amount
A.ccsued Int¢re5t
Palmy Utbt
TZae fixed loan i~nteresr rate chare,,ed is 5.5%
?177638974 TO 7613015 P.04i13
~ i w~+u ~ ~ ~~ ~~
~ 0.00
+ 0.00
o.oo
'X'our J.nvestinent Options Profile
Xnvestrnent Opeion(s} Contract Fuzed
EQtTI'I'Y ~ 2 ~ 467.85
NA'T'O'RE1I,12ES0U~CES
Loan Amount -~ ~ D . QD
Tots! $ 3, 798.88
Your Beneficiary Information
Your primary beneficiary: ~1tEN R CLOSE
Your secondary beneficiary: 3A-.Mt~ L CLOSE
Please see your beneficiary designation form for more detftils.
Important Native
This quotation provides a brief surnn~zy of your values and benebts, which your
Prudential A.gent/Prueo Securities Registexed Xtrpresentitive would be happy m explain
to you it: more detail. X£ynu do aot Dave a Prudential .~pentlPruco Sectirifies ]3.egistercd
l2epreseatauve, a cusaarner service representative can be reached at (800) 77$ 2255
Monday through Friday, frone 8;00 a.m. to Midnight pastern 7'itnc and Satcu-day, 5:00
a.m, to 3;00 p.rzz, Eas~rer~, ~'i~ne to answer questions,
PAGE 3 of 3
JAMES M CtOSE JFt
93 3D0 994
APR z1 '@5 145° 215 78~ 2@9~ FAG=.4~4
APR 21 '85 15 42 FR PRUDENTIAL INS CO 7177638974 TO 7613015 P. 05/13
~~~ Ll~ LeJ~J ~. J. JL i1J 1 V~ l.u~~ -_._
Pzudential ~ Financial
Your Policy l~alees
HARX LME 2
ALBERT T Ti-iOMPSON
3224 N 3RD ST
NARRiSBilRG PA 17110-1307
Thank yov for your recent request for the values and ben@fits nf'your'Vasiable
Appreciable Y.ife izLSUrancc policy. TbE calculation date of the values shown below
was January 28, 2005. To assist you in your review of this gtwtation , a list o£ terns
and defis~,itions is provided on the back a~'this pale.
Yaurlife Insurance Coverage Profile
Policy Face p,,rnount $ 52 , ~ 00 , 00
o
00
Actditianal;tnsurance t~iiaunt ~
$ ~ .
52, 500.00
Reath Benefit -~ 0.00
Teizt~itzatioa Divittend S 52.SQ0.00
Total Deatls Benefit .. 0.00
policy Debt
S
32,$U0.00
`J,Vet Death Benefit
Your Policy values
0.00
Sursendex Cl~r~e ~- 0.00
Terminatiosz l~iviclend S 3, 221.52
Cash Yalue - 0.00
Poticy T~cbt S 3, 2Zt .S2
Net Cash Vine
PAGE 1 0{ 3
r~ ~ - i
;~
Quotation Qate
Aprii 21.2005
Policy Number
99 30D 945
Policy~wner's Name
ALBERT T TfiOMPSON
Insurad's Name
JAMA L CLOSE
Poticy Tpge
Variable Appreciable Life
Policy Date
July 2~, 19$9
Other Sene~its
Living Needs Bertef~t
Yaur Prudential Agcnt/Pru~o
Securities Rcgisiered
Representative
LORI M BORDEN
(7171975-8150
'Your Customer 5ersrice Qtfice
l$00) 776-2255
Address
CusiQmer Service Oiiice
PO Box 7390
Philadelphia, PA 19101-7390
Lila inyuranea issued by The prudential Lttsurancc CCtOAanY of ~"n~ ~ o~'e3rel thronol~ f'tuco Visit Our Web Site
Se~-urirics, LLC (mcmbeY SlI'C), bath lornted at 751 Eco~d Street, Newrirk, ASJ 07102777. $oth ure
~uc3cntial Fis~asicial, Inc. ccunpanies, tad c~ch is solely reSpp~`iblr for its ov~a~ Cmuncinl cgz-ditioQ+ WWIN,prUdenTlal,cOfll
cud aontrsetual obligations. z 9nso~c Gv66
NaFx tM~.
AF'R ?" '@; ..=02 215 784 2@°5 PAGE.@~
APR 21 '85 15 43 FR PRUDENTIAL INS CO
P~cudentia~ Financ~a~.
Yourtoan ~ 2,$99.37
Lean Value _ 0 , 00
policy Debt S Z , 899 , 37
c~rrentLoan'Va1ue Available
Loata ,Amount
Accn~d Interest
Polity Debt
The ~sxed loam interest ratr ehsr;ed is 5.>%
7177638974 TO 7613015 P.07i13
$ 0.00
-~ 0 , 00
$ 0.00
our Ynvestm~nt Options ProTile
Contract )Fund
jnvestrneut Option(s) S I , 135.79
)QUITX' a- 2,x85.73
NATURAL RESOURCES ~. 0.00
Loan Amounti Tots] $ 3,221.52
Yoar Bepefioiar)i lrrFormation
Your primary' bene~sciary' Kp,.ZtEI~ 1Z CXASE
Your sccoz~daxy beneficiary: JAIV.[ES M CLOSE JR
Please see your I~zlefzciary desigr~ltion form fox mare details.
Imyortant Notice
This quotation provides a E,rie£ sunurlary of your values and bene~its,1Y}IICt- your
Prudential Agen'r/1'n.~co Securities Registered Representative would ba happy to explain
to you in mote detail. If you do not have a Pn~dential Aget~t/Pruco Securities R,e~istercx!
Representative, acustomer sezviee representa'CYe can be rGsahTime farad Saturday, 5:00
lVlonday through Fziday, from 8:04 a.m. to Midnight, Eastern
a.m. to 3:00 p.rn., Eastern Time to artswor questions.
?AGE 3 of 3
.1A1VIA L CLOSE
99300 995
AoR Z: ' 0_ 15- fat 215 78 : Z~°5 ?AuE. e~
SCHEDULE H
FUNERAL EXPENSES &
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN /•y,/~y~IN'~7 1 f~AI 1 V C ~J~./J 1 ~7
RESIDENT DECEDENT
.____
ESTATE OF THOMPSON, ALBERT T.
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION
NUMBER
q, FUNERAL EXPENSES:
1 Prepaid
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
FILE NUMBER
21-OS-00182
AMOUNT
0.00
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City State Zip
Year(s) Commission paid
2. Attorney's Fees Johnson, Duffie, Stewart & Weidner 10,000.00
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 Register of Wills -Cumberland County 418.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1 Cumberland Law Journal -advertise letters 75.00
2 The Patriot-News -advertise letters 119.94
Total of Continuation Schedule(s) 4,604.77
TOTAL (Also enter on line 9, Recapitulation) 15,217.71
Schedule H
~
u
"
-
"'
~
-
"
'
~
"~
COMM ONWEALTH OF PENNSYLVANIA
T
/~~y,„
,
.~
,~
~
,,
,,
,,,,,~,
//++
,~,,
,{,
,~,/
/.~.
INHERITANCE TAX RETURN f7ra• I I~I~II7000YC V1A17 c~oryhnUed
RESIDENT DECEDENT
ESTATE OF THOMPSON, ALBERT T. FILE NUMBER
21-OS-00182
3 Chuck Bricker -household goods appraisal 80.00
4 File Inventory and Inheritance Tax Return 30.00
5 Connie Peifer -expenses -lawn maintenance, postage 62.98
6 Verizon -telephone charges - 164 Blacksmith Road 44.11
7 PP&L -electricity charges - 164 Blacksmith Road 331.06
8 Lower Allen Township -Sewer/Sanitation - 164 Blacksmith Rd. 158.70
9 PA American Water Co. - 164 Blacksmith Rd. 72.37
10 Bonnie Miller, Tax Collector -County/Township 2005 real estate taxes - No. 164 Blacksmith 653.70
Road
11 Recorder of Deeds -charge to record Satisfaction Document -Commerce Bank -Line of 26.04
Credit - No. 930000054
12 William Lee Derrick - appraisal charges - 41 Altoona Ave. and 4 Southpoint Drive 500.00
13 Cordier Antiques -appraisal 50.00
14 Ron Turns -wash windows - 164 Blacksmith Road 97.52
15 Eshenauers -furnace repairs - 164 Blacksmith Road 140.00
16 Altoona Dumping -discard garage items 20.00
17 Recorder of Deeds - 1 % transfer tax - 164 Blacksmith Road 1,919.00
18 Notary Fees -settlement - 164 Blacksmith Road 15.00
19 Sewer/Trash -adjusted at settlement - 164 Blacksmith Road 52.61
20 Closing Protection Letter -settlement - 164 Blacksmith Road 10.00
21 School Taxes adjusted at settlement - 164 Blacksmith Road 128.49
22 Connie Peifer -reimbursement for repairs at 164 Blacksmith Road 38.19
23 Reserve for close-out costs 175.00
---
Page 2 of Schedule H
SCHEDULEI
m DEBTS OF DECEDENT, MORTGAGE
COMMONWEALTH OF PENNSYLVANIA LIABILITIES, & LIENS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
THOMPSON, ALBERT T. 21 - OS - 00182
_.
__
Include unreimbursed medical expenses.
ITEM
NUMBER
l
2
3
4
5
6
7
8
9
10
__
DESCRIPTION
___
--
Washington Mutual Home Loans -Loan Number: 0604868984
Property: 4 Southpoint Drive, Mechanicsburg, PA
Date of death balance:
Commerce Bank -Line of Credit -Account No. 930000054
Date of death balance -
Internal Revenue Service -tax due on decedent's 2004 -Form 1040
Veterans' Administration - balance due -office visits
Harrisburg Gastroenterology -balance due -decedent's account
PP&L - 164 Blacksmith Road -decedent's account
PA Water Co. - 164 Blacksmith Road -decedent's account
E3ank One -Visa -Account No. 4417 1225 8212 6224
Date of death balance
Verizon -telephone service -decedent's account - 164 Blacksmith Road
Checks that cleared after death -Commerce Bank
Account No. 0513365197 -Check No. 217 -Washington Mutual -mortgage payment - $603.78; Check
No. 218 - Eshenaurs Fuels -service contract - $136.95; Check No. 219 -
RSI -Condo Repairs - $78.00; Check No. 220 -Southpoint Condo Assoc. -maintenance fee - $60.00;
Check No. 221 - PA American Water Co. - $45.92.
M&T Bank -Account No. 46115943 -check that cleared after death
AMOUNT
_-- -
79,781.93
2,096.28
998.95
78.00
50.26
115.47
25.01
23.90
69.25
924.65
10.00
_-
TOTAL (Also enter on Line 10, Recapitulation) 84,173.70
REV-1513 FX+ (g-00)
pSCHEDULEJ
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
THOMPSON, ALBERT T.
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERT
__ - - _
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1 Karen R. Close
3224 North Third St., Harrisburg, PA 17110
2 Connie L. Peifer
353 Blacklatch Rd., Camp Hill, PA 17011
FILE NUMBER
21 -OS-00182
RELATIONSHIP TO AMOUNT OR SHARE
DECEDENT OF ESTATE
___ Do_Not ListTrustee(s) _ _
Daughter One-half tangible
personal property;
Y
one-half residue
Daughter One-half tangible
personal property;
one-half residue
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover shegt
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEEIf
.
TO Register of Wills Office
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013-3387
SUBJECT:
Estate of Albert T. Thompson
No. 21-05-00182
FROM
JOHNSON, DUFFIE, STEWART &. WEIDNER
Attorneys at law
P.O. Box 109
lemoyne, PA 17043
(717) 761-4540
Fax: (717) 761-3015
DATE: August 22,2005
Enclosed for filing in the above-captioned Estate are the following:
1. Original Inventory.
2. Original and copy of Inheritance Tax Return.
3. Check in the amount of $30.00, filing charges.
4. Check in the amount of $4,667.47, Inheritance Tax.
Please forward the receipts to me in the envelope provided. Thank you.
SIGNED: Cindy Hubler, Estate Le al Assistant
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU C~ INDIVIDUAL TAXES
D~PT. 28060.1
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 005718
WEIDNER C ROY JR, ESQ.
P. O. BOX 109
LEMOYNE, PA 17043
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
_h_____ fold
101
$4,667.47
ESTATE INFORMATION: SSN: 202-20-2996
FILE NUMBER: 2105-0182
DECEDENT NAME: THOMPSON ALBERT T
DA TE OF PAYMENT: 08/23/2005
POSTMARK DATE: 08/22/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 01/28/2005
TOTAL AMOUNT PAID:
$4,667.47
REMARKS:
CHECK#1054
SEAL
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
~~-it'
..'~
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of THOMPSON, ALBERT T. No. 21 - OS - 00182
also known as Date of Death 1/28/2005
Deceased Social Security No. 202-20-2996
KAREN R. CLOSE CONNIE L. PEIFER __
_ __ _ __-
-
- _ _
The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory
include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania
of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the
Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that
which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true
and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904
relating to unsworn falsification to authorities.
Personal Represent i ~ ~y~~~~%
Attorney: C. ROY WEIDNER, Signature: ~~%~~.~~
- _- ~EN R. CLOSE
I.D. No.: 19530 _ _ Signature: ~~` ; ~v1 v~ ~ ,_ ~.~, .; .~, ~~ '.
~-
__ __ _ -
CONNIE L. PELF
Signature:
Address:
301 Market St.
Lemoyne, PA 17043-0109
Telephone: 717/761-4540
Address: 3224 N. THIRD ST.
HARRISBURG, PA 17110
Telephone: (717) 234-3810
i? ,_ ., 7;
Dated: tr) ~`/ _ ,~~~:
Personal Property
42 Shares -Prudential Financial, Inc. 2,250.36
(ci), $53.58 per/share
~
~~,
_
~
2~ Shares -Penn Central Company Stock ~ ,
0.00,
i
Commerce Bank -Account No. 0513365197 ~'~T,648.97
`- ; i
Date of death balance ~
-
- - ;
-
,
_.-. ~
i
M&T Bank -Account No. 46115943 _ __ .
„'4,374.75
_ ;}
Date of death balance ~..7 " -?
~
~ s~
Conrail Pension -final benefit payment 548.34
SmithBarney Investment Account No. 724-05186 17,190.36
Date of death value
Janney Montgomery Scott, LLC -Account No. 8324-4264 2,196.50
Date of death balance
(Attach additional sheets if necessary) Total Personal Property and Real Estate $392,711.91
. 3~ ,
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
continued
Estate of THOMPSON, ALBERT T. No. 21 - OS - 00182
also known as Date of Death 1/28/2005
,Deceased Social Security No. 202-20-2996
Household Goods -appraised value
HBA of Metro Harrisburg -refund -medical insurance premium
Peerless Insurance -automobile insurance refund
Verizon -refund
PA Department of Revenue - 2004 income tax refund
Pinnacle Health -refund
Cash
Total Personal Property
2,150.00
274.74
41.50
11.48
82.00
16.87
26.04
$33,811.91
2
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
continued
Estate of THOMPSON, ALBERT T. No. 21 - OS - 00182
also known as Date of Death 1/28/2005
__
,Deceased Social Security No. 202-20-2996
Real Estate
Real Estate - No. 164 Blacksmith Road, Allendale, Lower Allen
Township, Cumberland County, PA -Residence
Parcel No. 13-25-0010-154 -Sale Price
Copy of Settlement Statement attached.
Real Estate - No. 41 Altoona Avenue, East Pennsboro Township,
Cumberland County, PA -Parcel No. 09-14-0832-350.
Apartments -Appraised Value
Real Estate - No. 4 Southpoint Dr., Borough of Mechanicsburg,
Cumberland County, PA
Condominium -Appraised Value
191,900.00
83,500.00
83,500.00
Total Real Estate $358,900.00
3
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Memorandum of Out-of-State Real Estate
Estate of THOMPSON, ALBERT T.
- -
- - No. 21 - OS - 00182
also known as - - - - - - _- - _ - _ - - -
Date of Death 1/28/2005
Deceased Social Security No. 202-20-2996
Vacant Land - Brevard County, Florida
2004 Assessed Value - $2,500.00 2,500.00
Total Out-of-State Real Estate $2,soo.oo