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HomeMy WebLinkAbout08-23-05 ~, 0 If) tt-'" ~.'" .-~O...;r ~'~i;S~ ~ (i!~~ .N, ..!~,. C'>'" ~ ~,'l!'~ Ol~ (5 1l:\ ..... 4. ~ ? ..... to ~ , ,'-./0 ~ r~ () ~ ~ ~'.' ~;,t; A.-"'" ". '<t ill -"'&, <:) == Q'l....." "" 0 <( ...........oo::E )~., 11;: ~ . II" 1;1......,. ~(~_.. '..~:~.~ ...~ -':;t~.~", ,";.1 .........~..'!' '1"~ :.;r~: J ' ....!~ ~.-\'~ gM.... ... ~ '" '" c- C/O c-""'" ~oCl.-O' ~ _ -0 ~g~~ ?~s~ z O~ C/)~ Z~ ~""..,....:d " \ ~,-..., ~\,O~ ~ -~----~~-~~---" -.- ?\~COBDt'0 OFF\Ct Or .....~.'.,.-.. ,,"\1""' \~':',' t <; 'lori: ~ \ lr' .--, '{ C:' i ~ ~;,~ \ 0 1-1,):,'..1 ,'i'.") L.v \ I - U C'\ r:l"" _.)-.-1:\ " ' I,~.r ' 0'''''' '.;,..,.... \ ,\ i\1 ~ - , ~ \ C1) --- .~v-isoa Ex. ~s-ool ' ~ RE°~/-1500 (. ~A ''rd.~ r ~ ~ 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. r~„~~a nnaa r~~m ~n55 4. rnu~ c ~i v 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 r.,.,,..,, nn..,, r,,..,, an~c n na rnu~ v ui ~ 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 t~u~ L~+,CVUJ 1J• U:J .Ll'J-Ip~a-LU7J ~ !•.UL'GS4::f-~L ~~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. P .1J8i 13 f'FiU;:. v~:J Ju PAGE 1 of ; ,_ -~~. ;- ,~ • ~, ,~ 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 2 9ao0a Gv6£ HAax u~na RPP 2^~ '05 15 03 215 78~ 209 PAa=. L2 RPR Z1 '85 15544 FR PRUDENTIRL 1NS CU V1! L11 LVVJ LJ-JJ Li.~ ~ V~ A.V.J~ ~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-$413 PAG; 1 7( 3 ~ ~- ~ ~--' Quotation pate April 21.2005 Policy Number 9$ 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 N4RX lMB -GBL-SIZ SS~~T S89Z,~IZ/be 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